1. Being Grounded in Philanthropy Navigating Legal and Ethical Issue s Making Sound Funding Recommendations Communicating Funding Recommendations and Decisions Managing Your Grant Portfolio Maximizing Grant Impact Strategies for Professional Excellence and Personal Satisfaction

2. WELCOME TO Being Grounded in Philanthropy

3. 3 Faculty – Being Grounded in Philanthropy SESSION 1: Being Grounded in Philanthropy Meet the Faculty Insert Picture Here Maggie Gunther Osborn Vice-President Florida Philanthropic Network

4. 4 SESSION 1: Being Grounded in Philanthropy Session Goals (P. 1) This session will prepare you to… Function with awareness of the macro context of field Benefit from others’ experiences and knowledge of philanthropy …by helping you understand: The role of philanthropy in society Key events in the development of philanthropy The infrastructure that supports philanthropy Current issues and debates about philanthropy

5. 5 SESSION 1: Being Grounded in Philanthropy Session Agenda Introduction and icebreaker Definition and types of grantmaking entities Size and scope of philanthropy Critical events in organized philanthropy The role of philanthropy in society

6. 6 SESSION 1: Being Grounded in Philanthropy Exercise: Philanthropy Bingo (P. 2) Move around, talk to others, and fill in the cells. (You may use the same person’s name in multiple cells.) Try to be the first person to complete one full line (vertical, horizontal, or diagonal). Yell “BINGO” when you fill in one full line!

7. 7 SESSION 1: Being Grounded in Philanthropy A Foundation Is… ( P. 3) An entity established as a 501(c)(3) or charitable trust Principal purpose is to make grants to unrelated organizations, institutions, or individuals For scientific, educational, cultural, religious, or other charitable purposes

8. 8 SESSION 1: Being Grounded in Philanthropy Types of Grantmaking Entities (P. 6) Foundations: Private. Funded mostly by one donor or family:  Corporate  Family  Independent (grantmaking or operating) Public. Funded by many sources:  Community foundations  Funds serving certain population groups or issues, e.g., women’s or health funds Other: Corporate giving programs, trusts

9. 9 SESSION 1: Being Grounded in Philanthropy Philanthropy Facts (Source: The Foundation Center – 2011) (Page 8) 76,545 foundations in the United States Over 72% are unstaffed 63.2 percent have under $1 million in assets $590.2 billion in assets, $45.7 billion in grants 89% are private, grantmaking Philanthropy: 13% of charitable giving Five states hold 49% of assets. Which ones?

10. 10 SESSION 1: Being Grounded in Philanthropy Figure 1. Non-Operating Foundations Make Up the Majority of the 76,545 Foundations (Source: The Foundation Center – 2011) 1.0% 3.6% 5.9% 89.6% Private “non-operating” (68,508) 89.6% Operating (4,567) 5.9% Corporate (2,733) 3.6% Community (737) 1.0%

11. 11 SESSION 1: Being Grounded in Philanthropy Number/Size of U.S. Foundations (P. 7) (Source: The Foundation Center – 2011) ASSETS $1b or larger 250m–1b 50m–250m 10m–50m 1m–10m Under 1m NUMBER 60 200 1,245 4,558 22,101 48,381 PERCENT 0.1 0.3 1.60 6.00 28.90 63.20

12. 12 SESSION 1: Being Grounded in Philanthropy Figure 2. Private Non-Operating Foundations Do Most of the $45.7 Billion in Total Giving (Source: The Foundation Center – 2011) 9.0% 10.3% 7.4% 71.1% Private “non-operating” ($32.8 billion) 72% Operating ($4.2 billion) 9% Corporate ($4.7 billion) 10% Community (4.2 billion) 9%

13. 13 SESSION 1: Being Grounded in Philanthropy Figure 3. Health and Education Receive the Most Grant Dollars (Source: The Foundation Center – 2011) 11.8% 5.5% 13.1% 23.3% Arts/Culture 10.5% Education 23.3% Environment/Animals 7.4% Health 22.4% Human Service 13.1% International Affairs 5.5% Public Affairs 11.8% Science/Technology 2.6% Social Science 0.9% Religion 2.0% 10.5 7.4% 22.4% 2.6% 0.9% 2.0%

14. 14 SESSION 1: Being Grounded in Philanthropy Exercise: History of Organized Philanthropy Write your name, position, foundation’s name, location, and year founded on the 8.5’ x 11’ paper with marker.  If you are not sure of the founding year, guess.  If you do not currently work for a foundation, use the organization you most recently worked or volunteered for.

15. 15 SESSION 1: Being Grounded in Philanthropy Exercise: History of Organized Philanthropy Create a “human timeline” by standing chronologically by the founding date of your foundation. Bring your paper with you. Hold it up.

16. 16 SESSION 1: Being Grounded in Philanthropy Number of Foundations Established by Decade (P. 11) (Source: The Foundation Center – 2011) YEAR ESTABLISHED Pre-1900-1919 1920 – 1939 1940 – 1959 1960 – 1969 1970 – 1979 1980 – 1989 1990 – 1999 2000 – 2009 Data limited to 32,131 grantmaking foundations with at least $1 million in assets or making grants of $100,000 or more in 2008- 2009. *Data incomplete for the period 2000–2009. NUMBER 205 356 2,537 1,857 1,267 4,471 10,143 *8,602

17. 17 SESSION 1: Being Grounded in Philanthropy Key Events: Growth of Philanthropy (Pages 10-11) 1910–30:First private/community foundations 1930–50: Corporate giving tax incentives 1950–70: GE Fund matches employee contributions; United Negro Appeal founded 1970–90: Growth of philanthropic infrastructure organizations, social venture philanthropy 1990–present:Corporate: Gates, Buffet, Google; identity-based philanthropic groups

18. 18 SESSION 1: Being Grounded in Philanthropy Growth of Diversity in Philanthropy (P. 14) 1960Combined Jewish Philanthropies 197121 Century Foundation; Association of Black Foundation Executives 1980First Nations Development Institute 1982 Funders for Lesbian and Gay issues 1984Hispanics in Philanthropy; Seventh Generation Fund for Indian Development (1984) 1985Women’s Funding Network, Hopi Foundation 1989Latino Community Foundation 1990Asian Americans/Pacific Islanders in Philanthropy, Native Americans in Philanthropy, Disability Funders Network, Asian Pacific Community Fund of Southern California

19. 19 SESSION 1: Being Grounded in Philanthropy Summary: Themes in Evolution of Philanthropy Expansion – of foundations Regulation – Tax Act of 1969 Diversification – types of foundations, giving circles, identity-based giving Infrastructure – 50 affinity groups, national and regional associations, academic centers, consultants

20. 20 SESSION 1: Being Grounded in Philanthropy Role of Philanthropy in Society (Pages 17-19) Are foundations unfairly privileged? Should they be more accountable? How and to whom? Is organized philanthropy making a difference? What is the impact of the Gates Foundation – a mega foundation – on the face of philanthropy? Are foundations at the pinnacle of their growth and contribution? Will they decline in prominence in the future?

21. 21 SESSION 1: Being Grounded in Philanthropy Reflections Has anything surprised you about philanthropy’s past or present? What did you learn? Where do you think that philanthropy is headed? Welcome to the field. You are a part of its future.