Fine-tuning Building Taking the South Africa’s Advancement ladders to conversation philanthropy practice sustainability forward heroes 4 5 7 10

Inyathelo Annual Report 2014-2015 Inyathelo Report ® www.inyathelo.co.za

When you’re through changing, you’re through!

Zenariah Barends, Chairperson, Inyathelo Board of Trustees

The headline to this article is taken from a quote by an American author called Bruce Barton. It speaks to the fact that every organisation, whether WORKING TOGETHER: Dancers at the 2014 Inyathelo Philanthropy Awards it is a non-profi t, corporate or institu- tion, has to regularly review itself to which are original and born out of the assess whether its vision and mission South African experience. Inyathelo’s remains relevant. Change is often Beyond Expectations off erings are unique to its context – every required but as we know, change can training programme, publication and web be uncomfortable and even lead to platform suits the requirements of South confl ict because of the disruption it universities and civil society organisations African institutions and organisations. causes. This can appear counter-pro- in South Africa; to give thought to what This does not mean that people beyond ductive for an organisation. However, philanthropy means in our own national our borders cannot make use of these if approached with an open mind context and to share these new ideas with resources – in fact I believe that many of and with an attitude that embraces both sectors. our products, such as our ASK fundraising innovation, the benefi ts of change to tool kit, are generic enough to be valuable an organisation can be immense and Every day has involved learning – from globally. To my knowledge, there is little reinvigorating. The rupture can lead Inyathelo staff , from my peers in the sector, comparable to what we have produced to something great. from partners who have contributed their over the past decade. own knowledge, from our benefi ciaries – If any of you have been following the hundreds of individuals and organisa- Inyathelo can also be proud of the Inyathelo closely during the last year, tions that interact with Inyathelo, bringing role it has played in encouraging good you will know that change has been their own experiences, knowledge and governance in the NPO sector. Together a defi ning theme. In December 2014, ideas to add depth to the Advancement with its partners, it has put great eff ort Inyathelo moved offi ces and opened I look forward to watching paradigm. This combination has resulted into establishing The Independent Code the Civil Society Sustainability Centre Inyathelo fl y as it reinvigorates in an astounding organisation that meets of Governance for Non-Profi ts in South in Woodstock, Cape Town. Much the highest standards of excellence and Africa as a counterpoint to King III. The thought went into the design and and reinvents itself, writes off ers innovative services with values steady growth in numbers of organisations board members were invited to visit Shelagh Gastrow, outgoing focused on courtesy, respect, sharing, that have signed up to the Code is a the space and contribute towards how Inyathelo Executive Director. thoughtfulness and empathy. Inyathelo tribute to hard work done by our staff it would realise Inyathelo’s expanded staff always give their full attention to to popularise the document. Inyathelo vision. The leadership of the organisa- people who require our support and they has also been involved in research and tion stepped bravely into the unknown demonstrate a genuine commitment to monitoring aspects of government policy to chart the course into the future. his is my fi nal contribution as ensuring the sustainability of our institu- relating to an enabling environment for Executive Director to the Inyathelo tions and civil society organisations. both the philanthropy and civil society Central to the re-imagining of Inya- T annual report. Since founding the or- sector, and will continue to do so. Taking thelo, has been its executive director, ganisation in 2002, Inyathelo has provided Looking back, it is still amazing to me the Advancement concept and applying Shelagh Gastrow, who was also a me with the most incredible opportuni- that the original two person entity we it to Inyathelo itself has been proof that ties to grow as a person, to develop the set up has transformed into a dynamic Continued on page 2 concept of Advancement as it pertains to hub off ering a range of services, all of Continued on page 2 2 | Inyathelo Annual Report 2014-2015 Inyathelo Report

Charting a course into the future

From page 1 ing Inyathelo as a formidable institution that is making an invaluable contribu- founding director of Inyathelo 13 years tion to civil society. During her tenure, ago. Under her leadership, the organi- Inyathelo has become an institution sation established a strong programme which is synonymous with building and of support for the non-profi t sector, advancing capacity. Shelagh does not including higher education institutions, leave the organisation with the spoils. which continues to thrive to this day. She leaves behind a rich legacy, which we can only celebrate. Philanthropy, was redefi ned to incorpo- rate the giver who did not necessarily In understanding the nature of change, emanate from those that have. The re- we have learnt that we cannot cling and alisation that anyone could be involved attach ourselves to the idea that only in giving and that this constituted a one person, no matter how outstand- philanthropic act permeated through ing they are, can determine the success the Inyathelo Philanthropy Awards of an organisation. The team that A PLACE TO SHARE AND LEARN: The Inyathelo Civil Society Sustainability Centre which celebrated its eighth year in remains as the active core at Inyathelo 2014. Under the leadership of Shelagh have themselves taken ownership of Gastrow, Inyathelo has successfully the vision. I applaud the team that have A centre for civil society support managed to increase awareness of phi- become the bedrock of this institution. lanthropy in South Africa. We know that there will never be From page 1 and enhance our work, particularly The But… just like organisations have to another Shelagh and we should not Kresge Foundation, the Charles Stewart review themselves, individuals too have expect this. For the organisation to the theory really does work. Inyathelo Mott Foundation and The Raith Foun- to engage in self-refl ection and assess thrive, we will deliberate very carefully fi nally has its own premises thanks to the dation; the many trustees who served their vision and path for their lives. As on the best person suited to step into incredible support of committed donors, Inyathelo over the years including three the organisation grows, so should the the shoes left vacant. While continuity our ability to generate income and build board chairs : Richard van der Ross, Mills individuals within them refl ect the ex- is essential, we embrace the possibility a reserve, and the hard work and support Soko and Zenariah Barends; the incred- pansiveness that this inevitably brings. of change that this moment provides. of staff . The Inyathelo Civil Society ible staff who have made such a great On behalf of the board of trustees, we Sustainability Centre was created and contribution, not only to the ethos of the It was during this process that Shelagh thank Shelagh for her sterling contribu- designed specifi cally to provide support organisation but have added depth to the decided that she wished to focus more tion. She has left behind an indelible to the sector. For me personally, this was concept of Advancement – very specially closely on philanthropy – an area of mark, which will endure. We wish her a fi nal commitment to ensure that a viable Dianne Whiting without whom I would work which she has been intimately well in her new journey. and sustainable organisation has been not have been able to function; the repre- associated with and in which she has established, that can off er the public a sentatives of the universities, civil society developed sought after expertise. In I conclude by thanking the staff and my wonderful opportunity to share and learn. organisations and philanthropic partners 2015, she will be leaving Inyathelo. fellow trustees at Inyathelo. I have no who have shared their experiences While this step will have an impact, I doubt that the excellence that defi nes The Centre includes a book lounge with with us, enabling us to learn and adapt choose to view it as one that is positive. Inyathelo will continue through your the best stocked library on Advancement our thinking and models; our service actions and commitment. To my fellow and philanthropy in the country; the providers who have helped us to function I wish to pay tribute to Shelagh, a cou- trustees, thank you for the support and FundingFinder donor database to assist effi ciently and have added to the quality rageous and visionary leader who has counsel that you have provided during organisations with their prospect research; of our work, especially Michael Daries of played an enormous role in establish- this year of change at Inyathelo. hot desks for people requiring space to Kult Creative who has been tightly bound work for a day or longer; incubation space to our brand development since the for new CSOs; the Inyathelo non-profi t formation of Inyathelo; Candice and Mark clinic that gives coaching, mentorship Christians of INCOSO who have added and support for organisations that need to the effi ciency of our conferences and assistance in a range of ways – from Justine Gevisser who conceptualised and start-ups to long-standing organisations delivered the most stunning Inyathelo that are now facing other challenges - Philanthropy Awards events; our associ- Looking for donors? and a range of print and online resources ates who have contributed to our thinking produced by Inyathelo. In addition, the and eff ectiveness, especially Sean Jones .. let Inyathelo’s FundingFinder do the work Centre provides state-of-the-art facilities who has worked with us for years and has for you! Our online donor database is the most comprehensive and up-to-date prospecting tool in

for our training programmes, conferences added enormously to the quality of our THE INYATHELO South Africa. We have over 1045 potential donors and symposia. work; our partners with whom we have in our directory! And you can fi ne-tune your search jointly attempted to improve the enabling to identify those most likely to support your work There is not much more that an outgoing environment for civil society and philan- by selecting your civil society sector; the province/s founder-CEO can ask. For me, the thropy, especially the Funding Practice in which you work, as well as the kind of activities organisation has gone beyond my own Alliance and the Working Group on NPO you want funded and the type of donors you are expectations and I am confi dent that a Governance. I cannot thank you enough looking for. new leader will be in a position to take it for sharing in Inyathelo’s vision and con- to new heights. This is the right time for tributing so much. FundingFinder also gives you tips on how to approach donors and improve your own prospect the organisation to bring in new ideas, DONOR DIRECTORY concepts and services. I look forward to Leave-taking is bitter-sweet. These years research. watching Inyathelo fl y as it reinvigorates have been in many ways a life’s work and You can access FundingFinder for free at Inyathelo’s and reinvents itself. parting from that work always involves offi ces in Cape Town or you can subscribe to access a level of nostalgia and hand-over. At the our directory online: Finally, this could not have happened same time, I look forward to a new phase of without the support of some incredible my life which will involve becoming more Annual subscription rates (12 months) people. The donors that provided the hands-on in the philanthropy arena. This Non-profi t Organisations: R1,710 (including VAT) seed funds – The Open Society Founda- will take forward part of my original vision Consultants/Institutions: R2,850 (including VAT) tion, The Atlantic Philanthropies and the of growing philanthropy in South Africa by Stella and Paul Loewenstein Charitable providing a new service for those who wish and Educational Trust; other donors who to create a philanthropic role for them- Your online gateway to finding funders! have contributed enormously to sustain selves, their families or their companies. Inyathelo Report Inyathelo Annual Report 2014-2015 | News | 3 News

Innovation is our tradition THE INYATHELO NON-PROFIT CLINIC: Tailored treatment for non-profi ts

framework is used as the diagnostic tool Lizel Shepherd, Inyathelo Programme for identifying problems and fi nding Co-ordinator solutions to enhance an organisation’s ability to attract support for increased he Inyathelo Non-profi t Clinic sustainability. The assistance requested conducted advisory sessions with includes information about starting an T 67 new clients in 2014, bringing to organisation; governance – particularly over 350 the number of organisations the role of the board; funding proposals and individuals that have been helped and strategies; budgeting for sustain- through our free one-on-one mentor- ability; monitoring and evaluation; ship and advice service over the past four communication strategies; database years. Inyathelo Advancement practitio- management; and much more. At the ners conducted a total of 117 sessions Director and CEO level, we also receive last year, 50 with existing clients which requests for mentorship in terms of speaks to the value of the service. On understanding leadership’s role in Ad- top of the regular clinic work, an addi- vancement. The clinic work is strength- Programme Director Nazli Abrahams assists visitors in the Inyathelo Civil Society Hub. tional 180 hours of advisory support was ened by the diversity of organisations provided to fi ve social justice organisa- we engage with as well as the diversity citizen action in South Africa. It is the fi rst tions through a tailored intervention. of skills and practitioners we can draw Nazli Abrahams, Inyathelo Programme and only space of its kind in Africa and on to provide advice. Inyathelo and Director off ers a comprehensive range of largely Inyathelo formally set up the clinic in our clinic clients have also benefi tted free resources, training, support and 2011 following repeated requests from from the legal expertise provided by hat sets Inyathelo apart is services to ensure the long term sustain- participants who attended our learning the Legal Resources Centre, especially that its tradition is innovation. ability and independence of the sector, events for more in-depth advice and when it comes to helping start-ups un- WInyathelo has an extraordinary and in turn, the vibrancy and durability counselling relating to their specifi c derstand the diff erent entity structures capacity to adapt and reinvent itself as of our hard-won democracy. The hub will organisational and individual chal- and registration processes. an organisation and so nuanced in its encourage and create the space for col- lenges. Inyathelo also saw the clinic work and its partnerships is dynamism, lective learning in a collaborative space. as an opportunity to share its growing Looking ahead, the move to the collaboration and global minded-ness. Inyathelo will continue to play a key role understanding of Advancement and Inyathelo Sustainability Centre and in building the Advancement capacity fundraising as well as the wealth of the activities within the Inyathelo Civil Inyathelo’s programme work is busier of thousands of non-profi ts as well as local resources developed over the past Society Hub will provide increased and more diverse than ever before, with growing a strong local philanthropic 12 years. opportunity and impetus to engage huge opportunities to rethink, reshape, movement to ensure the fi nancial sustain- with more organisations and also to and repurpose the work itself, staff and ability of the sector. The organisations we work with vary create an even richer experience for their portfolios, and move toward greater in organisational life stage – from indi- clients. Owing to the generous support synchronization of the varied pieces that The Inyathelo incubator programme, viduals / social innovators with an idea, of Inyathelo’s funders, the clinic has been make up the body of work at Inyathelo. housed in the new Hub, will support to start-ups, to emerging and estab- able to continue off ering its services at A key challenge in our programme early-stage non-profi t organisations lished organisations. The Advancement no charge to non-profi ts. work is always the deepening and the towards becoming donor-ready, sustain- embedding of what we do both internally able structures. The Incubator will launch and externally. While there is no shortage with three organisations in 2016, and take of new ideas and possibilities at the new cohorts of three in 2017 and 2018. programme level on what we do and The purpose of the incubator is to provide how we deliver on our organisational and extra help and protection to an organisa- project objectives, the real challenge is tion in its early growth phase. This boosts how to combine a mass of possibilities the likelihood that a start-up will succeed with ensuring that we are both responsive beyond the fi rst critical years, which is and pro-active, that we are mindful of more important in environments which the external environment, and that we are not structured to support positive embody a duty of care while maintaining growth. The incubator will support organi- a quality of work that is beyond reproach. sations using the Advancement model. More importantly, the challenge for 2015 Incubees will be required to work through, is to remain relevant, to off er what is and complete deliverables in line with In- “The Ask Clinic at Inyathelo is providing leaders in the NPO necessary and needed, and to off er an yathelo’s 10 Elements of Advancement. sector with a safe space to share their challenges and fi nd experience that is client-centered. workable solutions to practical organisational matters. Through The incubator will provide infrastructure, the Clinic leaders are able to refl ect on themselves and become The new Inyathelo Civil Society Hub in management and research support to more self-aware. The Philanthropy Awards Ceremony was an Woodstock, Cape Town – which opened NPOs until they become independent inspiring event that was well organised, with a good mix of in January 2015 - is already providing an entities – all the time ensuring that each people from the private, public and civil society sector. The energised, accessible environment which retains intellectual, creative and super- ceremony acknowledges the philanthropic contributions not only facilitates engagement with In- visory control over their own entity. Or- yathelo’s products and services, but also ganisations will access events and peer made by individuals who don’t necessarily seek recognition but provides opportunity for networking, idea learning forums hosted by Inyathelo. deserve to be affi rmed and acknowledged for their contributions generation, new partnership projects and While there are several hubs for social en- to building South Africa through social change.” resource-sharing between organisations. terprises in South Africa, there is nothing It is fast becoming a home for this rich available that supports non-profi ts in this LINDA DIEDERICKS, MAGI PROGRAMME MANAGER, HIVOS network of non-profi t organisations that way, nor provides any kind of incubation form the bedrock of social cohesion and for new civil society organisations. 4 | Inyathelo Annual Report 2014-2015 | News Inyathelo Report

LEARNING EVENTS Fine-tuning Advancement practice

Ruvimbo Valerie Gwatirisa and Jocelyn Collins, Inyathelo Programme Offi cers

entral to Inyathelo’s approach to building organisational Advance- C ment capacity and contributing to the sustainability of civil society is the provision of a wide range of diff erent learning and training opportunities.

Our fl agship event is the annual Inyathelo Advancement Academy which off ers practitioners from around the country and across the continent a two-day focused, consolidated skills development and peer-learning opportunity. Packed with a combination of masterclasses, pre- sentations from international and local experts, group discussions and one-on- one specialist advice, the 2014 Advance- ment Academy programme allowed the 114 participants to focus their own learning and tailor the experience to their specifi c needs.

For the fi rst time, we incorporated the Inyathelo Non-Profi t Clinic through our lunchtime “Take a Seat” sessions. Spe- cialist Advancement practitioners were available to engage with participants by giving one-to-one advice on particular challenges faced by organisations and institutions. Participants were able to access Inyathelo’s resources which could be ordered or purchased on site and some lucky individuals also received hampers and subscriptions to the FundingFinder – Inyathelo’s online donor directory.

Content was shared on leadership and strategies for attracting support, the various approaches to monitoring and evaluation, international perspectives on individual giving, data management and techniques for building sustainable re- lationships. The two-day large learning event ended with a panel discussion that gave perspectives on the importance of staying relevant as organisations and in- Participants at the 2014 Inyathelo Advancement Academy in Cape Town stitutions. It also brought to light some of the challenges of growth, innovation and their meanings, examine tax effi cient members and Department of Social De- reinvention faced by organisations when structures for NPOs, unpack the New velopment offi cials that work with civil encountering changes in the internal and The 2014 Advancement Companies Act and how to use your tax society organisations in these provinces. external environment. incentives as fundraising tools. A mixed Academy programme audience of higher education and non- Besides the Academy, Inyathelo hosted a allowed participants to profi t organisation participants attended number of other peer learning events and the workshop, and a few had the oppor- workshops in 2014, including a session focus their own learning tunity to receive one-on-one advice from in May that allowed for shared learnings and tailor the experience both Inyathelo and Turning Point Consul- “Thank you Inyathelo for the on the challenges faced when starting a to their specifi c needs. tants after the session. new non-profi t organisation. Nicci Giles incredible work you continue to do in facilitated the session and shared some Finally, in conjunction with our NPO growing Philanthropy in South Africa. of the lessons learnt by FunDza Literacy ing and looked at eff ective fi nancial governance and Independent Code We are proud to be associated with Trust when it was set up. We also held a planning, monitoring and reporting for workshops in North West and Limpopo you and look forward to being part workshop on eff ective fi nancial manage- non-profi t organisations. In response to provinces, we also presented an intro- of the solution to a better ment for NPOs. Twenty-fi ve participants requests from clients, Inyathelo hosted duction to Advancement and fundraising. South Africa for all”. attended the event hosted by Cathy a workshop on understanding the non- We travelled to Rustenburg, Klerksdorps Masters of Cathy Masters Development profi t tax environment in conjunction with as well as Polokwane. These workshops PHILIP FAURE, HEAD: FINANCIAL PLANNING Services (CMDS). The workshop focused Turning Point Consultants. The objective were attended by representatives from AND PHILANTHROPY, WEALTH AND on approaches to organisational resourc- was to demystify tax terminology and civil society organisations, NPO board INVESTMENT, STANDARD BANK Inyathelo Report Inyathelo Annual Report 2014-2015 | News | 5

THE KRESGE-INYATHELO ADVANCEMENT INITIATIVE Building ladders to sustainability: Advancement in Higher Education

fi nancial management of donor resources. Khairoonisa Fofl onker, Programme The continued existence of a charitable Co-ordinator for the Kresge- paradigm in South Africa, in which most Inyathelo Advancement Initiative funding is directed towards poverty al- leviation rather than to eff orts focused on nyathelo is a trailblazer in building insti- systemic change, is problematic as it fails tutional Advancement capacity in South ensure sustainability of institutions. IAfrica and has empowered eight South African universities through the Kresge-In- The KIAI was designed and implemented with regard to university funding, state yathelo Advancement Initiative (KIAI). The specifi cally to address the funding gap subsidies and third stream income. In KIAI, funded by the Kresge Foundation, has created by limited government subsidies for addition, Inyathelo facilitates an ongoing focused on eff orts to address the capacity higher education. The programme is aimed conversation amongst Vice-Chancellors, gap in higher education institutions with at assisting universities in their eff orts to Advancement Directors and other stake- regard to appropriate knowledge and strat- devise more comprehensive income-gen- holders with regard to university funding, egies to secure their own sustainability. erating strategies and to build strategic re- state subsidies and third stream income. lationships with potential new donors. The implementation of the KIAI includes “Inyathelo continues to play an This includes facilitating an in-depth under- a range of technical training interven- important role in supporting South standing of the donor world, highlighting The KIAI responds to these challenges tions, some shared between the grantee African society by providing capacity the critical role of institutional leadership by helping establish fully-functional Ad- institutions and some which have been development and advisory services in building supporter relations, and under- vancement operations in four grantee institution-specifi c. Inyathelo facilitates to both emerging and already es- scoring the need for strategic coherence of universities (including UJ, TUT, UFS and skills development, while also providing tablished organisations. institutional structures to secure long-term DUT) in addition to four other grantee critical shared learning opportunities as a sustainability and donor support. universities that are part of the Leader key mechanism for invigorating a broader Overall, it makes an important, sub- Universities (LU) Initiative (including Advancement community. Advancement stantive contribution to our dynamic In addition, the initiative facilitates the Wits, UP, UWC, CPUT), also funded by training and support is provided through and vibrant civil society.” adoption of professional and ethical the Kresge Foundation. Furthermore, various platforms and mechanisms, some standards and practices that serve to Inyathelo facilitates an ongoing conversa- of which include the annual Vice-Chan- DUGAN FRASER, PROGRAMME DIRECTOR, hold the institution to account in terms tion amongst Vice-Chancellors, Advance- cellors’ Retreat, workshops, mentoring, RAITH FOUNDATION of its resourcing strategies, as well as its ment Directors and other stakeholders executive coaching, and Directors’ Forums.

2014 Programme Highlights ties as well as NGOs. The workshop was successful workshops in 2014 was co- facilitated by Inyathelo’s Programme Co- facilitated by Peter Maher, Director of The annual Vice-Chancellor’s Retreat was jointly hosted by Inyathelo and the ordinator, Lizel Shepherd and Knowledge Alumni Relations at the University of is held in partnership with the Kresge Private Philanthropy Circle. The symposium Management and Development Coordina- Witwatersrand (part of the LU cohort) Foundation as part of the Kresge- was attended by local philanthropists, vice- tor at Orbis Africa, Camilla Thorogood; who and Jeff Johnson, President of the Iowa Inyathelo Advancement Initiative. chancellors, deputy vice-chancellors and shared their experiences and expertise in State University Alumni Association. The retreat is a space for meaningful directors of Advancement to address the terms of what could be learned from pros- peer engagement on issues aff ecting challenges faced by Higher Education in pecting in diff erent contexts, both the non- The workshop on Alumni and Giving was Higher Education in South Africa. The South Africa. profi t sector and higher education sector. presented in May 2014 to Advancement gathering is aimed at Vice-Chancellors, staff from the University of Johannes- Directors of Advancement at universi- General Workshops are open to Ad- Three Directors’ Forums were held in 2014 burg and Tshwane University of Tech- ties, and other senior university leaders. vancement staff outside of the KIAI with the aim of providing the four KIAI nology. It was a tremendous success as High-level strategic issues concerned and Leader Universities (LU) cohorts as grantee Directors of Institutional Advance- participants were able to learn about with attracting support, and the role of well. At diff erent times throughout the ment Operations with the space to share best practices in the USA and see how Advancement in ensuring adequate in- programme, the content of the general the successes and challenges they expe- they could relate their learnings back to stitutional resourcing for South Africa’s workshops is geared towards more spe- rience while in the process of building in- the South African context. universities are unpacked in this space. cialist areas, such as Alumni Relations, stitutional Advancement capacity at their Communications and Marketing, Fund- institutions. The directors have reported The KIAI is designed to promote the In November 2014, a smaller Vice-Chan- raising, Strategy and Planning. In August that the peer feedback sessions within growth in the number of skilled in- cellor’s Retreat, namely the Symposium 2014, a Prospect Research Workshop was the directors’ forums have been extremely stitutional Advancement profession- in Philanthropy and Higher Education, presented to participants from universi- helpful in terms of gaining peer insights als in South Africa. Inyathelo provides and possible solutions to their challenges. specialised training for all levels of institutional Advancement staff and Grantee universities are encouraged to promotes an enabling environment for collaborate with each other and have the emergence of a network of insti- done so with tremendous success. Col- tutional Advancement practitioners in laborative eff orts in the form of peer South Africa. mentoring have taken place between universities within and across the KIAI The overarching aim of the KIAI is to and LU grantee pools and have focused build a community of practice in relation on alumni relations, individual giving, to Advancement in South Africa and LAUNCH OF INYATHELO REPORT: Key access and success challenges facing public higher education prospect research and other dimen- the rest of the continent, and Inyathelo in South Africa. The research was funded by the Kresge Foundation. sions of Advancement. One of the most remains committed to achieving this. 6 | Inyathelo Annual Report 2014-2015 | News Inyathelo Report

THE KRESGE-INYATHELO ADVANCEMENT INITIATIVE THE RHODES-INYATHELO ADVANCEMENT CERTIFICATE The game-changing potential of university alumni Advancement as an area of professional study in Africa

The course was administered over six Nazli Abrahams, Inyathelo days and covered key aspects of Ad- Programme Director vancement, including ethics, relation- ship management, governance, the nyathelo, in partnership with the fundraising cycle, leadership, strategy Rhodes University Business School, and planning, to mention a few. South Iis pleased to have hosted its third African case studies and experiences accredited short course on Advance- from professionals in the fi eld also ment. The short certifi cate course has formed part of the course. enjoyed increased uptake and a building momentum over the last three years. The certifi cate course was aimed at LAUNCH OF INYATHELO REPORT: Key access and success challenges facing public higher education in professionals in the fi eld of Advance- South Africa. The research was funded by the Kresge Foundation. Over the long term, the aim is to establish ment and comprised a high-level look Advancement as an area of profes- at the theory and substance of the prin- it is primarily a “fundraising” activity. There sional study in Africa, more expressly ciples involved in advancing the causes Peter Maher, Director of Alumni is little understanding and appreciation – as a specialist postgraduate university of academic practice and community Relations at the University of the certainly in practice – that realising broad- qualifi cation. The proposed postgradu- service programmes. Witswatersrand based alumni giving requires considerable ate diploma will be aimed at profession- long-term investment in the student expe- als in the area of Advancement and will The goals of the accredited short Wits University’s participation in the rience and alumni relations programmes. be designed to grow leaders in the fi eld course were to combine a broad un- Kresge-Inyathelo Advancement Initia- across the African continent. derstanding of business concepts with tive (KIAI) has been extremely benefi cial Two comments made to me by heads practical Advancement applications as to me as an alumni relations practitioner, of successful alumni giving programmes A critical factor in the preparation for well as enable the immediate transfer deepening my understanding, broaden- in the USA are instructive. One was such training is a body of scholarship of learning to the participant’s work ing my perspective and giving me inter- that when an eight fi gure fundraising that is grounded in ways of thinking and environment. The course combined national insight regarding our profession campaign was launched they invested ways of doing Advancement that are classroom lectures, case simulations, and its contribution to Advancement. in the alumni programme – not suited to the multiple African contexts and syndicate projects for immediate development and fundraising – to achieve in which NPOs, institutions and univer- insight into Advancement and also These benefi ts included the valuable their ambitious target and the other was sities operate. It is intended that both sought to develop participants’ inter- feedback and benchmarking through the that the alumni offi ce engages far more the short certifi cate course as well as personal and problem-solving skills as annual assessment; opportunities for net- regularly and closely with student aff airs the postgraduate diploma will establish well as manage risks and uncertainty. working with other KIAI institutions and than with development and fundraising. It a framework for such scholarship. colleagues; exposure to international Ad- seems to me that, in terms of capacity and The course combined classroom vancement thinking and best practice; the resources, SA institutions benchmark their Towards developing the full Postgradu- lectures, case simulations and syndicate opportunity to co-facilitate an alumni and alumni programmes against each other ate Diploma, the third accredited short projects, giving valuable insights into giving workshop with US alumni relations rather than against international best course, titled Certifi cate in Advance- Advancement as well as helping partic- and Advancement guru, Dr Jeff Johnson; practice. I have also often heard the self- ment and Resource Management, was ipants develop their interpersonal and and generally opening doors to mentoring, defeating claim that “American” alumni, held in September 2014. problem solving skills. collaborations and speaking engagements. “American” culture and “American” tax breaks are somehow profoundly diff erent By far the biggest benefi t has been to from South African and thus we should enthuse me with the game-changing not seek to emulate their example. What potential that university alumni have this view fails to appreciate is that US to advance our institutions through universities make a staggering eff ort to giving, and greater participation in the ensure an awesome student experience governance of our institutions. To varying and that this is a signifi cant reason why degrees South African universities have their alumni give back. “Kresge has been proud to have been a key Inyathelo partner since 2005. some expectation of alumni giving. For Under Shelagh Gastrow’s pathbreaking leadership, Inyathelo has proven some, alumni giving is still on the “to-do” Many universities around the globe are what was once considered impossible: that South African individuals, list, while others have done it for some now emulating the US example with companies and foundations would support civil society and higher time, whether through an annual fund, success. It is critical that South African education to nurture democracy. Nelson Mandela famously said, “It bequests and/or high net worth individual universities refl ect on how they are going always seems impossible until it’s done.” giving. Generally though, the participation to become – or remain – internationally rates and amounts raised are fractional competitive in a context of increasingly A dozen years ago, Shelagh Gastrow’s vision of a strong indigenous compared to that of our US counterparts. well-resourced Western and BRIC philanthropic sector supporting South Africa’s civil society seemed an universities. If there is one thing the KIAI impossible pipe dream, but today it is an increasingly recognized factor One of the objectives of the KIAI initiative opened my eyes to, it was the disconnect in the nation’s democracy. When we decided in 2005 that we could is to promote awareness of the potential between the notion of alumni giving and strengthen South African higher education by building advancement of philanthropy to transform and advance the investment in capacity and resources capacity, we found an ideal partner in Shelagh Gastrow – hardworking, our institutions. What is remarkable to to make it happen. Underlying this knowledgeable, tough, experienced and ethical – and the results have me is the chronically disparate levels of disconnect is a lack of faith in the extent been spectacular. South African universities now regularly raise millions alumni relations programmes at South to which alumni giving can be achieved of Rands from local donors for key institutional priorities and vice African universities and the general and the pressure to achieve quick short- chancellors now see advancement as a critical strategic skill in their experience that it is often at the end of term fundraising results rather than invest leadership. Although we will miss Shelagh’s inimitable style, we know the Advancement queue in terms of in long-term giving potential. she has put into place a staff and organizational mission that will fl ourish personnel and resources. for years to come.” The bottom line is that one cannot have

It is clear that there is some institutional a lacklustre student experience and a BILL MOSES, MANAGING DIRECTOR, EDUCATION, KRESGE FOUNDATION expectation for alumni to give back, but miserly alumni programme and then a crude understanding of alumni giving is expect alumni giving just by investing in pervasive with the assumption being that a fundraising offi ce. Inyathelo Report Inyathelo Annual Report 2014-2015 | News | 7

BREAKFAST ON THE 2ND FLOOR Taking the conversation forward

Inyathelo hosts regular debates Our second breakfast in August coincided opposition to the implementation of on key contextual issues as with the release of our much anticipated mandatory governance rules or codes by part of our work to strengthen report into the proposed new policy Government. McKinley and Tilley insisted framework for civil society. Inyathelo com- that civil society’s independence is under- organisations and institutions missioned the research when it became pinned by its right to self-regulation. in the civil society space, writes evident that government was exploring Sarah Nicklin, Inyathelo Media the implementation of a new NPO Act. Rosenthal warned of the dangers of and Communications Manager. giving the South African Non-profi t The journey Over 80 civil society leaders and practitio- Organisations Regulatory Authority ners, including the Chief Director of Com- (SANPORA) “investigative and enforce- to good pliance at the NPO Directorate, Mapena ment powers” that would include the ur “Breakfast on the 2nd Floor” Bok, attended this ‘Breakfast on the 2nd ability to “enforce punitive measures”. governance mornings, which have been Floor’ morning to debate the recommen- He also cautioned against government’s O running since 2010, are designed dations contained in the report which proposal that decisions by the South to give the sector a forum for energetic and included calls for more eff ective engage- African Nonprofi t Organisations Tribunal Janine Ogle, Inyathelo Project provocative engagement. ment with the full spectrum of non-profi t (SANPOTRI) should be binding to all Coordinator organisations and not only those that are parties concerned. Rosenthal pointed out The fi rst breakfast debate in 2014 fell just grantees of the provincial departments of that NPOs should be allowed to appeal before South Africa’s 5th democratic Social Development. decisions made by SANPOTRI through The term ‘governance’ continues to gain election so Inyathelo asked representatives the courts and that taking away this right traction within civil society organisations from the country’s main political parties to Independent writer and activist Dr Dale would set a dangerous precedent. in South Africa. While an adequate under- come and debate the continuing role of McKinley also contributed to the panel standing of this term may be new to many civil society twenty years after apartheid. discussion along with Allison Tilley (Head Gastrow, who chaired the debate, closed in the sector, the practice and processes of Advocacy & Special Projects: Open with an appeal to civil society organi- of governance are not. Dr Wilmot James, DA MP and shadow Democracy Advice Centre), Richard sations present to sign up to The In- Minister for Education, insisted that an Rosenthal (NPO lawyer) and Sophie dependent Code of Governance for As the sector in the country grows and “independent and vibrant civil society is Hobbs (Head of Strategic Communica- Non-Profi t Organisations in South Africa. new networks and partnerships form, we central to the preservation of the open tion: GreaterGood and GreaterCapital). “Civil society has collectively created this fi nd ourselves increasingly being drawn society, and acts as a bulwark against benchmark for good governance in South into discussions around what governance the state imposing a hegemony of Almost without exception, participants Africa. By supporting it, we will affi rm best practice actually means for organi- thought and truth.” He didn’t mince his supported the simplifi cation of registra- the independence and impartiality of our sations. The desire to improve our gov- words in calling the ANC’s administra- tion requirements. But there was strong sector,” insisted Gastrow. ernance is certainly growing and in this tion of the National Lottery (the source of regard The Independent Code of Gov- public funding for South African NGOs), ernance for Non-Profi t Organisations in “appalling,” and dismissed the Depart- South Africa has come at the right time. ment of Arts and Culture as a “slush fund for ANC parties.” The Independent Code takes into account our current context and reality, consoli- Max Ozinsky, ANC MPL, hit back, urging dating and incorporating civil society’s civil society not to become too dependent knowledge, understanding and practice of on government funding. He pointed out good governance. The Code is based on that when organisations rely on govern- the principle of voluntary self-regulation ment funding for their existence, they are which is beautifully captured in Albert in eff ect under government control and it is Einstein’s famous saying, “If people are this kind of relationship that poses a threat good only because they fear punishment, to the very independence of civil society. and hope for reward, then we are sorry lot indeed.” Reassuringly, a signifi cant Nazier Paulsen, the EFF’s Premier candi- number of civil society organisations have date for the Western Cape, went on to already signed up to the Code, proving we acknowledge the vital role played by civil are not in a sorry state as a sector! society in an election, from “educating people about their rights and obligations, Over the past year, we have held fi ve helping with election campaigns, moni- workshops on NPO governance and The toring polling stations and ensuring that Independent Code in the North West vote counting is free and fair.” province, Limpopo and Gauteng. The events were attended by representatives Inyathelo’s Executive Director Shelagh from civil society organisations, NPO board Gastrow deftly kept the candidates focused, members and Department of Social Devel- steering the conversation towards some opment offi cials that work with non-profi ts. thoughtful closing remarks around that space where government, its citizens, and What has become clear for those of us civil society come together and build a par- working in the sector is that good gover- ticipatory democracy. nance is not a destination. It is a journey that we need to walk together, and it will Perhaps the spirit of the day’s encounter require investment, commitment and col- was best captured when one of the laboration to stay on the path. audience members asked, “How do you expect civil society to participate in Government decisions?”. Dr James responded that in the end, “just talking” is vital to breaking down government The Independent Code barriers. It was in that vein that the dis- cussion carried on well after the debate takes into account our had ended. Inyathelo’s Breakfast on the 2nd Floor debate on the role of civil society twenty years after apartheid. current context and reality. 8 | Inyathelo Annual Report 2014-2015 | News Inyathelo Report

FUNDING POLICY AND PRACTICE Creating an enabling environment for civil society to fl ourish

to give input on the Panel of Arbitrators Janine Ogle, Inyathelo Project nominated by the Department of Social Coordinator Development. The panel was established as a requirement of the Nonprofi t Organi- he funding landscape in South sations Act (71 of 1997) and includes indi- Africa is shifting, bringing new and viduals that may be called upon to form T innovative systems of funding for an Arbitration Tribunal. The role of the civil society as well as a change in the Arbitration Tribunal is to hear appeals by traditional relationship between donors non-profi ts that are either deregistered by and grantees. Inyathelo is one of three the NPO Directorate or refused registra- organisations that form a partnership tion. Inyathelo also continues to monitor called the Funding Practice Alliance the process of overhauling South Africa’s (FPA). Since 2009, the partnership has principal NPO legislation, the NPO Act 71 been involved in research, monitoring and of 1997. advocacy activities aimed at improving funding practice in the civil society sector. In late 2014, we published a report on the implications of the proposed new policy RESOURCE MOBILISATION FOR RESEARCH PROJECT In 2014, the FPA commissioned a research framework for South African civil society study to better understand how non- in order to assist other non-profi ts who profi ts are fi nancially sustained. This wanted to engage with the process. Strengthening Advancement is a nationwide study that is due to be Inyathelo also made a number of key published at the end of 2015 will provide recommendations to the Department practice in East Africa useful insights for both civil society or- of Social Development in response to ganisations and donors. the Policy Framework for new NPO Act, including more consultation and eff ective Community Ophthalmology (Tanzania) and Besides its work with the FPA, Inyathelo engagement with the full spectrum of Lizel Shepherd, Inyathelo the Maternal Newborn and Child Health engages in other advocacy activi- civil society organisations and not only Programme Co-ordinator Institute (Uganda). Engagement with the ties that aff ect the sustainability of our those that are grantees of the provincial four organisations thus far has included sector. In 2014, we responded to the call departments of Social Development. nyathelo is now into the fi nal year of site visits, a workshop in Cape Town, and an initiative that began in 2013 to help ongoing remote support and mentorship I four health research organisations in using Skype, telephone, and email. East Africa build up their Advancement Inyathelo’s Framework for capacity and ability to attract funds for Providing relevant and timeous support their vital research work. to organisations in diff erent countries and Advancement diff erent contexts has been both challeng- The Resource Mobilisation for Research ing and rewarding, aff ording us the oppor- Project is supported by the International De- tunity to build good working relationships velopment Research Centre in Canada and with each of the participating organisations. the four organisations include the African Mental Health Foundation (Kenya), the The intervention will culminate in a fi nal Research for Equity and Community Health workshop with the participating organi- Trust (Malawi), the Kilimanjaro Centre for sations in the latter half of 2015.

IDRC CRDI

International Development Research Centre Centre de recherches pour le développement international

“Inyathelo is providing technical advice and coaching to four community-based research organisations funded by IDRC in four diff erent countries. The quality of their mentoring and Inyathelo helps organisations develop the ability to sustain themselves – the impact they have in helping this group of grantees to primarily fi nancially – by using a systematic and integrated approach to improve their organisational performance are quite amazing.” building and managing external relationships with key constituencies and stakeholders in order to attract support. Our framework for Advancement focuses on ten elements outlined above, which work cohesively together. NICOLE GÉNÉREUX, IDRC

Our grateful thanks go to the following individuals and organisations that have provided fi nancial support to Inyathelo over the past year: RB Hagart Trust Philip Morris International The Ackerman Family Foundation The Jade Trust (Gerald Phillips) Jonathan and Jennifer Oppenheimer Inyathelo Report Inyathelo Annual Report 2014-2015 | News | 9

THE INYATHELO RESOURCE CENTRE #Get Resourceful

in-house experts and guests to energise new opportunity and a change of scenery: Shepherd, Inyathelo’s Programme Co- The civil society sector and nourish staff and volunteers from the Inyathelo’s new Civil Society Sustainability ordinator has also been scheduled to chat demands hard work, service higher education and civil society sectors Centre will play host to Season 2 of our about the fundraising cycle and whether delivery and excellence, as through conversation around Inyathe- Get Resourceful series. we are all trying to leapfrog to the proposal does business. But how does lo’s framework for Advancement which before building our case for support. one continue on, refreshed includes ten key elements to attracting The state-of-the-art facility was designed support and mobilising resources. specifi cally to provide an inclusive and Opportunities for knowledge dissemina- and assured that strategies professional space for individuals and tion, information sharing and network- and plans are on the right The relaxed and interactive sessions groups to work, learn and share. Season ing take place after each Get Resourceful track with little support provide a platform for Inyathelo to share 2 kicked off with a bit of “blindspotting” session and visitors are encouraged to make and not enough funding useful resources, tips, know-how and by Inyathelo’s Executive Director Shelagh use of Inyathelo’s online prospecting tool as and resources? Inyathelo’s insights around how to advance and Gastrow who examined what external well as the Inyathelo Book Lounge which Advancement Offi cer sustain your organisation. factors, trends and key developments we houses the Institute’s collection of over should be looking out for in 2015. 2000 books, publications, DVDs, manuals, Saveetha Matthews believes In 2014, over 400 guests attended the toolkits, magazines and directories. she has the answer. events at our offi ces in Woodstock, and Inyathelo’s Programme Director Nazli millions more got to experience them via Abrahams was up next with a discus- The Inyathelo Civil Society Hub also Inyathelo’s Resource Centre and monthly our twitter feed and on television through sion around Advancement operations boasts 3 meeting pods, 18 hot desks (6 “Get Resourceful” sessions off er reprieve our partnership with the community for diff erent organisations and institu- with their own dedicated PC) and access and inspiration to the weary. We convene station Cape Town TV. 2015 has brought tions, and whether one size fi ts all? Lizel to fast stable Wifi . 10 | Inyathelo Annual Report 2014-2015 | Philanthropy Inyathelo Report Philanthropy

2014 INYATHELO PHILANTHROPY AWARDS Paying tribute to South Africa’s philanthropy heroes

2014 INYATHELO PHILANTHROPY AWARDEES: From left to right, Jabulani Ncubuka, Mohamed Fayaz Khan, Jan Kaars-Sijpesteijn, Kgomotso Mokoena, Paul Bruns, Samuel Ntsanwisi, Gayle Mcwalter, Anna-Marie Kaars-Sijpesteijn, Gahlia Brogneri, Lyndon Barends, Jack Ginsberg.

Sarah Nicklin, Inyathelo Media and Seseane dazzled the packed circus tent nurture young leaders, Lyndon Barends. Communications Manager as MC at the 2014 Awards while the Zip • Founder and director of Hlumelelisa Zap Circus School performers provided for convicted off enders, Paul Bruns. Philanthropists play a the magical, if not heart-stopping enter- • Youth activist and Founder of Vanthswa welve extraordinary individuals were tainment to the 500 or so VIP guests. The Va Xivono, Samuel Ntsanwisi. critical role in eff ecting honoured at the prestigious 2014 decision to hold the awards in the circus • Champion of orphans and vulnerable real systemic change as TInyathelo Philanthropy Awards, inclu- tent was an acknowledgement of the in- children in Durban, Mohamed Fayaz Khan. they are able to support ding two friends who set up an organisa- credible youth development work being • And the Founders of the after-school tion to support refugees, the founder of the done by Zip Zap Chairperson Victoria education programme HELP, Anna- more innovative and ‘Spread the Luv Movement’ and a retired Nel who received an Inyathelo award two Marie and Jan Kaars-Sijpesteijn. often unconventional advertising executive who is working with years ago. solutions to our numerous convicted off enders. For his multi-million rand contribution to The 2014 Inyathelo Philanthropy Awardees promoting social justice, better health- social, environmental and The gala event, which took place on 6 include: care and human rights in South Africa, the economic problems. November 2014 at the Zip Zap Circus founding chairman of The Atlantic Philan- Dome in Cape Town, was initiated by • Founding directors of the Adonis thropies, Charles Feeney, was honoured Inyathelo eight years ago to acknowl- Musati Project for refugees, Gayle with the 2014 Inyathelo Lifetime Philan- dividuals like those we have honoured. edge, celebrate and honour those whose McWalter and Gahlia Brogneri. thropy Award for Giving While Living. Our awards seek to inspire others to personal giving has contributed towards • Founder of the Chess Development give by recognising the incredible role sustainable social change in our country. Project, Jabulani Ncubuka. Inyathelo Executive Director Shelagh models amongst us,” she said. Gastrow So far, nearly a hundred individuals • Passionate supporter of South African con- Gastrow said all of the awardees dem- added that philanthropists play a critical have received awards for their passion, temporary art and founding patron of The onstrated initiative and leadership, using role in eff ecting real systemic change as commitment, generosity and foresight, Ampersand Foundation, Jack Ginsberg. their personal funds in a strategic way they are able to support more innovative including Refi loe Seseane, the former TV • Co-founder of the “Spread Luv to make a diff erence. “Philanthropy is and often unconventional solutions to soap star who started the organisation Movement”, Kgomotso Mokoena. dependent on the interest, passion, com- our numerous social, environmental and 18twenty8 to empower young women. • Founder and President of the DAD Fund to mitment, generosity and foresight of in- economic problems. Inyathelo Report Inyathelo Annual Report 2014-2015 | Philanthropy | 11

PRIVATE PHILANTHROPY CIRCLE Building a philanthropic community

emerged through which collaborations funds that foundations have been using The August meeting off ered members an Amanda Bloch, Inyathelo Associate and partnerships have developed. The internationally to increase their impact opportunity to discuss the Seeding Col- Circle continued to undertake signifi cant and the motivations behind adopting laboration event and the proposed way he PPC is a network of private phi- stakeholder engagement with govern- these innovations. They presented case forward in terms of further collaborative lanthropists and independent phil- ment around an enabling environment studies of social impact bonds as instru- discussions with the corporate sector. T anthropic foundations established for philanthropy as well as the corporate ments for foundation and government in 2010 and for which Inyathelo acts as the sector to explore collaborations further. funding of social outcomes and venture The 2014 Symposium focussed on secretariat. philanthropy as a strategy of engage- fostering collaboration between Universi- In 2014 the Circle explored the theme of ment with non-profi ts. The discussion ty leaders and Philanthropists through de- The aim of the initiative is to build private innovation both in terms of practice and was followed by a debate as to whether constructing thinking around the nature philanthropy in South Africa, to create a in terms of cross sector collaborations. it is role of foundations to maximize and impact of philanthropic giving, the community of private local foundations Three formal meetings were held and a impact through both its endowment and approaches to philanthropic investment and philanthropists and to contribute symposium. Outside of these meetings its operating budget. The day concluded in higher education; the challenges faced towards the creation of a philanthropic several other meetings occurred with group discussions around sector as well as the success stories. A report movement in the country. focussing specifi cally on collaborations based innovations. was produced and made available to already in existence, why these have members and non-members of the PPC. The advantages for members of not just worked and what the challenges were. In May, the Circle continued their dis- the network platform, but for the peer Several PPC members came together to cussions around sector based innova- learning and access to collaborative ini- host a seeding collaboration event which tions focussing particularly on inclusive tiatives is signifi cant and the access to brought together corporate foundations, health innovations and democratising academics, policy makers, activists, civil private philanthropy and government technology in health [Discussions led by society leaders and political and other stakeholders for the fi rst time. Dr. Lindi van Niekerk - Bertha Centre for commentators infl uence the knowledge Social Innovation and Entrepreneurship “Inyathelo has played an we hold about the context in which we The fi rst meeting of the year explored In- and Gustav Praekelt - Praekelt Foun- important role in mobilising are making grants. novations in philanthropic funding and dation] and, Innovations in addressing the philanthropy sector. The how one could increase the amount of climate change [discussions led by Anton DG Murray Trust has been The network comprises South African capital available for impact. Professor Cartwright - African Centre for Cities]. pleased to partner with and international donors making grants Francois Bonnici of the Bertha Centre The secretariat presented feedback on Inyathelo to establish the in South Africa with varied focus areas for Innovation and Entrepreneurship and the 2014 WING Forum and discussions of interest including education, health, Aunnie Patton, a fellow at the University of continued around the Circle’s ongoing Private Philanthropy Circle.” social justice and the environment. As a Cape Town and Oxford University, gave an engagement with The National Treasury SANDRA NGWENA, DIRECTOR OF result several hubs/affi nity groups have introduction to instruments, products and and SARS. OPERATIONS, DG MURRAY TRUST

Growing philanthropic support for higher education

surveys elsewhere in the world, such as Sean Jones, Inyathelo Associate Distribution of income (ZAR) Distribution of donors the annual CASE-sponsored survey of giving to education in the United States he Advancement industry in South (USA) conducted by the Council for the Africa’s higher education (HE) Aid of Education (CAE), follow much the sector is expanding, both in terms of same conventions. T R307 53% n=583 its uptake by universities and an increase in million 13% the number of Advancement practitioners In early 2015, we published the fi ndings of demanded by them. Yet precious little the fi rst annual. The 2013 Annual Survey information is available about the extent of Philanthropy in Higher Education and nature of philanthropic support to HE. (ASPIHE) in South Africa collected data from ten of South Africa’s 25 universities. With this in mind, Inyathelo and the The survey will become a regular annual US-based Kresge Foundation commis- series and we intend to increase partici- sioned EduActive Solutions to conduct 47% R352 n=3,772 pation to a larger number of institutions million n National 87% a survey to assess the overall impact of n International in future years. philanthropy on the university sector. The fi rst of its kind in South Africa, the In addition to providing a robust survey records and analyses philanthrop- Private philanthropy - comparison with USA and UK mechanism for collecting reliable and ic income to South African universities, consistent information about philan- as well as the direct costs to universi- thropic support for the South African HE ties of attracting this income. By limiting sector, it is hoped that the participation the focus to philanthropic giving rather 18% 25% 36% in the survey will have developmental than all forms of third stream income the benefi ts for institutions by encouraging study endeavours to ensure consistency United United South improvements in data collection practises Kingdom States Africa of data across institutions and permits and management information systems. some measure of international compari- 82% 75% 64% Feedback from several universities son by following the example of the path- indicates that participation in the fi rst breaking Ross-CASE survey in the United round of the survey is already having this

Kingdom (UK), which also limits its scope UK and USA Legend SA Legend eff ect. In fact, some institutions are using to the key Advancement functions of n Private giving n Local and international income from private sources the survey guidelines as a foundation for fundraising and alumni relations. Similar n Other giving n Income from all other sources internal policy formulation or revision. 12 | Inyathelo Annual Report 2014-2015 | Philanthropy Inyathelo Report

ASPIHE key fi ndings and observations

Philanthropic income and donors comprised only 13 percent of donors. • A collective total of just over • One institution had 444 international Distribution of private funding (ZAR) Distribution of private donors R659 million in receipted philanthropic donors, several had none, and the income was reported by the median number of international 10 participating universities. donors was four. • A total of 4 355 donors made • Traditional universities comprised half philanthropic contributions to the of the sample yet attracted 91 percent R234.5 64% n=683 10 institutions. of philanthropic resources and were million 16% • Philanthropic income from within favoured by 93 percent of donors. South Africa comprised 53 percent and • Just two traditional universities emanated from 87 percent of donors. received 55% of the total of all • International donors contributed 47 philanthropic income reported by the percent of philanthropic income but 10 institutions. 36%

R424.8 n=3,672 million 84% Income by donor sector

n Local and international income from n Number of local and international private sources private donors n Income from all other sources n Number of all other donors 4%

Private philanthropy support from private donors came 21% • Private philanthropy contributed from outside the country, with 64 percent of philanthropic income, 83 percent emanating from interna- totalling R435 million, and accounted tional sources and only 17 percent from for 3 672 or 84 percent of all donors. local private philanthropists. • The largest proportion of philanthropic South Africa (R659 million) 14% Distribution of donations by value

>R5m 21 (<2%) Number of donations: 5,659 61% R1m-R4.99m 119 (2%) Mean: 566 Median: 108 R500k-R999k 109 (2%)

R100k-R499k 345 (6%)

R50k-R99.99k 183 (3%)

R10k-R49.99k 456 (8%)

All individuals Trust / Foundations Donation size n n R1k-R9.99k 971 (17%) n Private sector n Others >R1k 3455 (61%)

0 500 10001500 2000 2500 3000 3500 4000 Donor sectors provided 4 percent, and bilateral, Number of donations • By far the largest proportion of multilateral, civil society and religious philanthropic income emanated organisations each contributed 4 from Trusts and Foundations which percent to 5 percent. Donation characteristics percent in relevant support functions. contributed 61 percent. • Individuals comprised by far the • The vast majority of donations – • The median number of staff per insti- • The private sector contributed largest category of donors, making up 61 percent - were less than R1 000 tution was 10 with a low of one staff 14 percent of philanthropic income, 75 percent of the 4 355 donors. in value while less than 2 percent member and a high of 38 staff . individual donors (including bequests) exceeded R5 million. • There is an apparent correlation between • Mean gift sizes were generally sig- the number of staff engaged in fundrais- nifi cantly higher among international ing, development and alumni relations Donor sectors - comparison with USA and UK donors than local donors. In the Trust functions and levels of donor income: the and Foundations funding stream, for more fundraising, alumni relations and example, the local mean gift size was associated support staff an institution 4% about R600 000 compared to R2.6 has, the higher its philanthropic income million among Trusts and Foundations (and vice versa). 23% 16% 28% 18% 21% based outside the country.

United United South • The largest donation received by a Expenditure and return on investment Kingdom States Africa single university was approximately • Considerable variation was evident in 10% (£666 million) ($33.8 billion) 14% (R659 million) 36% 10% 29% R49.5 million and was received from a expenditure on fundraising and alumni 61% 16% foreign Trust. relations, with a median of approxi- 15% mately R5.5 million and a range of R2 Staffi ng million to nearly R33 million. • Excluding interns, the 10 universities • A direct relationship is evident UK and USA Legend SA Legend employed 136 full-time and part-time between levels of expenditure on Others Private sector n Other individuals n n All individuals n staff in fundraising, development and fundraising and alumni relations and n Trust / Foundations n Alumni n Trust / Foundations n Others n Private sector alumni relations as of 31 December 2014. levels of donor income: the higher an • Forty-six per cent of staff was engaged institution’s expenditure on generating in fundraising and development, 28 philanthropic income, the higher the percent in alumni relations, and 26 income received. Inyathelo Report Inyathelo Annual Report 2014-2015 | Society | 13 Society

The 2014 Inyathelo Philanthropy Awards 14 | Inyathelo Annual Report 2014-2015 | Society Inyathelo Report Accolades and well wishes for Shelagh Gastrow

Congratulations on all you have achieved in making Inyathelo the credible organisa- tion it is. Congratulations too on making the decision to step aside for the sake of the organisation to grow and develop further under new leadership – that is not always an easy decision as the founder. All the very best with your new venture.

Gavin MacGregor, Director of Umthombo Youth Development Foundation

Best wishes for an exciting future. I know you are going to continue to make an intense impact in the fi eld that I, too, am passionate about. I am grateful for and Thank you for all you do for South Africa feel privileged to have had access to you and I wish you well in this wonderful and and your kindness and advice. challenging future choice.

Amanda Frost, Director of Funding, Mea Lashbrooke, Princess Vlei Forum Plettaid

The guiding role you have played in a fi eld Your new venture sounds really exciting badly in need of anchorage has been of and I wish you the best of luck. I hope our immense value and your legacy will no paths will continue to cross. Thank you doubt live on, but we are going to miss for your help over the years. I have always your courage and competency terribly. enjoyed, and benefi tted greatly, from Thank you for your dedication and inspi- your advice and insights. ration and all the very best for whatever you are going to be tackling now. Kerry Cullinan, Managing Editor Health-e News Service Noel N de Villiers, Founder and Chairman of Open Africa.

You have done amazing work and you are a leader in the sector. I wish you all the All I can wish you in your upcoming best for another sparkling venture. venture is all of the success that has followed you everywhere you have gone Tina Thiart, Director Clovelly Country Club including your exceptional accomplish- ments at Inyathelo.

Congratulations on all that you have Prof Ihron Rensburg, Vice Chancellor achieved with Inyathelo, and very best and Principal of the University of wishes for GastrowBloch Philanthropies. Johannesburg I have no doubt that it will be a great Staff reporter success, and will certainly keep my eyes and ears open for any opportunities. As a founding director of Inyathelo, I’m very proud of what you’ve been able to ributes have continued to pour involved in philanthropic activity. “I felt Anthony Galloway, Founding Chairman achieve in a relatively short period of time. in for Shelagh Gastrow who the time had come to open up the or- LEAP Science and Maths Schools This has been due to your incredible lead- T announced her resignation as In- ganisation to fresh leadership, especially ership, focus and determination. In wishing yathelo’s Executive Director at the end with the launch of Inyathelo’s exciting you success in your next move, I have no of January 2015. new Civil Society Sustainability Centre Your achievement is phenomenal and you doubt that you’ll make a success of it. in Woodstock, Cape Town. These past have been an inspiration to me for many, Chair of the Inyathelo Board, Zenariah twelve years have, in many ways, been a many years. Sipho Pityana, former Trustee of Barends, says as is evident by the life’s work and I would like to thank my Inyathelo and Executive Chairperson at quality and calibre of the testimonials, colleagues at Inyathelo for their support Laurence Esteve, Zip Zap Circus Izingwe Capital Shelagh has made an invaluable con- and commitment,” says Gastrow. tribution to South African civil society, higher education and the growth of Inyathelo Programme Director, Nazli philanthropy. “She has in every sense Abrahams, says the organisation will pioneered and developed the fi elds of continue to build on the signifi cant Advancement and Philanthropy in our legacy left by Shelagh. “The new hub country, building Inyathelo into a for- provides a supportive, energetic, inno- midable leader in these areas of work. vative and professional space for civil Her enthusiasm, dedication, innovative society to engage, share and learn. thinking, professionalism and integrity has been a great asset to the organisa- We have scaled up and expanded our tion and we wish her all the very best core off ering so we can provide a more with her next venture,” says Barends. comprehensive range of resources, training, support and services to help Shelagh has set up a consultancy that will ensure the long term sustainability and provide advice and support to individu- independence of our vibrant civil society als and companies wanting to become sector in South Africa,” says Abrahams. Inyathelo Report Inyathelo Annual Report 2014-2015 | Society | 15

Many in the non-profi t sector have been You have achieved quite extraordi- encouraged and supported by Shelagh’s nary things. I wish you equal success work and approach to Philanthropy. I wish in your new phase. I’m very glad this is her strength and fruitfulness in whatever not good-bye – not yet a farewell from she undertakes in future. Inyathelo and I hope not any terminal parting of ways. Ian Bruce, Formerly CEO of New Africa Theatre Association Professor Ian Scott, University of Cape Town

You can rest assured that you are leaving How can one acknowledge and appreci- a great legacy in Inyathelo. I do hope ate what you have done for NGOs & South it grows from strength to strength as Africa and individuals like me. I have a testimony to your investment. I have so enjoyed and appreciate our critical always enjoyed your spirited engage- contact and hope this will continue. ment with the burning issues in the NPO and funding spaces, and I’m sure we’ll see Glenda Glover, REAP more of it in future!

Michelle Matthews, Trialogue You have left a legacy. It has been a sustainable position to take that legacy privilege working with you. Notwithstand- forward. Your new venture is a much Congratulations on ing our diff erent interpretation of ac- needed service off ering in our country, We needed you yesterday, need you countability, you have certainly taught me and sounds very exciting. today, and will need you even tomorrow. your amazing impact in a lot and I have always appreciated your I will continue to give you all support you your fi eld! You and your candour and absolute commitment to Eusebius McKaiser, political analyst, may need from me. colleagues are a leading what you do. All the best and I am sure the broadcaster, debate and public speaking new adventure will be just as successful. coach, philosophy lecturer and author Chris Mkhize, UThungulu Community light in philanthropy and Foundation social development. Professor Owen Skae, Director Rhodes Business School We really appreciate the support you and Inyathelo have given to SAEP over the years in so many ways, directly and This is a great loss to the sector but a huge indirectly. I am looking forward to visiting gain for the growing philanthropy sector your new offi ce space which sounds most in South Africa. My personal best wishes exciting. We wish you all the best in this to Shelagh and may the wind always be new venture and hope that our paths will at her back. continue to cross from time to time.

Phiroshaw Camay, Director Co-operative Jane Keen, Director South African for Research and Education (CORE) Education and Environment Project

I really do hope this becomes the sort Congratulations on all the wonderful of success that Inyathelo is – you can work you have done and the amazing or- feel well satisfi ed that you are leaving ganisation that you have created. All the your ‘baby’ in such a sound and healthy best with your new venture. condition. I hope the link between Rhodes and it goes from strength to strength. Prof Diane Grayson, Director Institutional Audits Council on Higher Education Guy White, Director of Development and Alumni Relations, Rhodes University You have done such a superb job that I commend, congratulate and thank you Congratulations on your amazing impact will stand the test of time. Our country for the years of wonderful work you have in your fi eld! You and your colleagues needed this work done and you delivered done over the years and for your com- You can certainly leave Inyathelo with a are a leading light in philanthropy and in the most gracious, professional manner mitment to Civil Society. It has been an sense of a job well done! Please accept social development. I wish you the best of that we know you for. I wish you well honour being part of the Inyathelo family my personal and professional thanks to success in your ventures further. moving forward and do hope that we can since 2010. Thank you for the many hours you for all the assistance that you and the work together again in your new venture. of personal and organisational advice. I organisation have given to me and the Mokena Makeka, Adjunct Professor, wish your successor all the best too as she Holocaust Centre over the years. GSAPP, Columbia University New York Kim Feinberg, The Tomorrow Trust has very big shoes to fi ll! Richard Freedman, Director South Refi loe Seseane, Founder 18twenty8 African Holocaust & Genocide Foundation Congratulations on the new venture. Wishing you everything of the best in your Given what you have already achieved at new venture. You have achieved amazing Inyathelo, your consultancy will fl y. I am things whilst leading Inyathelo. It must be You are leaving a great Legacy for all who sure you will receive lots of this, but I just hard to leave but there are such exciting step into your shoes, but also for Civil wanted to thank you for what you did in times ahead. Society and the Communities served. The setting up Inyathelo. You changed the face new Inyathelo Civil Society Hub is a much of NPOs, grantmaking and philanthropy Anna Vayanos needed resource and true to Inyathelo, an here. You raised the sector to a more pro- Innovative Vision - so pleased it came into fessional level through the support you being on your “watch”. off ered, but crucially through the example I wish you every success in your new venture you set in building Inyathelo. You set the and thank you most sincerely for the Amelia Jones, former CEO of bar and then helped others reach it, or set excellent work you have done and the lead- Community Chest out to reach it as well. I really do think this ership you have shown. We, at Carte Blanche new (better) wave of NPOS (and philan- have all benefi tted from your hard work and thropists) that we are seeing, comes down will always hold you in high esteem. Congratulations on an EXCELLENT record to the leadership you have given us all in at the helm of Inyathelo; you’ve truly built the sector. So, thank you. George Mazarakis, Executive Producer, an organisation that already has had Carte Blanche great impact, and which remains in a Dylan Wray, Director Shikaya 16 | Inyathelo Annual Report 2014-2015 | Society Inyathelo Report Heeding the call to come together: philanthropy, partnership and turning promise into practice

JUMPING FOR JOY: Tristan Adams at home in Cape Town, South Africa, after recovering from heart surgery at the pediatric intensive care unit at the Red Cross War Memorial Children’s Hospital. The Atlantic Philanthropies funded the hospital’s new operating theatres. Jo Ractliff e/Magnum.

Constitution. This foundational document ties and participatory democracy in ways pivot into the future. We are confi dent that Christopher G. Oechsli, president embodied not only the aspiration, but the that benefi t entire societies and nations. South African donors and CSO leaders and CEO of The Atlantic vindication of Civilised’s father and those will sustain the momentum to realise the Philanthropies of the rest of the country who suff ered Inyathelo has played and continues to play promise of South Africa’s Constitution. and struggled so long for dignity, equal an essential and catalytic role in South Last November, I joined South African opportunity and justice. A signifi cant part Africa’s nonprofi t and philanthropy sector We especially extend our thanks to In- donors, organisers, activists, advocates of Atlantic’s work in South Africa, in part- by helping organisations mobilise, col- yathelo’s founder and fi rst executive and others in Cape Town for the 2014 nership with government, funders and laborate and fundraise. Atlantic is proud to director, Shelagh Gastrow, for the fi erce Inyathelo Philanthropy Awards. Chuck civil society organisations like Inyathelo, have assisted with the development of its determination, passion and inimitable Feeney was honoured that evening with has been to turn the promise and potential new permanent home in Cape Town. spirit that embodies the organisation the Lifetime Achievement Award in Phi- of the Constitution into the practice and she helped build, and to the community lanthropy for Giving While Living. It was policies of a Nation. At its root, Chuck Feeney’s philosophy of of committed leaders and activists who a very special privilege for me to accept Giving While Living is about engaging — know the eff ort must continue for a better, such recognition on behalf of Chuck We share Inyathelo’s vision for a healthy with rigor and determination to build a more just, future. We are proud to have Feeney and The Atlantic Philanthropies, and vibrant South Africa. For 13 years, your fairer society — now, not putting it off until been partners with Shelagh, Inyathelo the limited life foundation he established vital organisation has recognised that the tomorrow or leaving it to others after we’re and our South African colleagues and over three decades ago. realisation of this vision is dependent gone. It calls us to fi nd something we care grantees, who have truly laid the founda- upon a diverse and engaged civil society about, to look for an opportunity to make tion for change. Shortly before my arrival in Cape Town, I and a committed South African phil- a lasting impact and then to roll up our met a man in rural Limpopo. He told me anthropic sector. Through the building sleeves and apply determination, intelli- Nkosi Sikelel’ iAfrika his name was “Civilised.” “How did he get of social capital, Inyathelo has success- gence and passion to achieve permanent that name?” I asked. “My father was part fully leveraged infl uential and dedicated improvements in our communities. These Sounds the call to come together, of the anti-apartheid struggle,” he replied. networks to combat systemic challenges are the same qualities that have made And united we shall stand, “As a result of his known activities, he and promote opportunity and equity Inyathelo’s donors and partners success- Let us live and strive for freedom was thrown from a moving train and was through strategic, long-term, localised ful, eff ective leaders in business and civil In South Africa our land. disabled for life. When I was born, he giving. Atlantic and Inyathelo share a society. This community of giving and named me ‘Civilised’ because that is what deep commitment to equal access to hope — led by Inyathelo — holds a shared he wanted South Africa to become.” quality education, health care and other vision for a democratic, free and equal Adapted in part from remarks delivered by essential social services enumerated in South Africa. We see its promise, and lean Christopher G. Oechsli, Atlantic’s president Atlantic was drawn to South Africa as South Africa’s singular Constitution. We against its challenges, every day. and CEO, at last year’s Inyathelo Philan- apartheid was ending, seeing an oppor- recognise that, by creating opportunity thropy Awards. During the ceremony, tunity to protect rights and promote rec- for those who have had limited access to Though Atlantic is currently in its fi nal Atlantic founding chairman Chuck Feeney onciliation in the emerging democracy. it, have been unfairly denied it, or whose phase of grantmaking — we will complete was honoured with the 2014 Inyathelo On December 10, 1996 — Human Rights contributions have been undervalued or all of our grantmaking, globally, by the Lifetime Philanthropy Award for Giving Day — Nelson Mandela signed the new marginalized, we strengthen communi- end of 2016 — we view this moment as a While Living. Inyathelo Report Inyathelo Annual Report 2014-2015 | Opinion | 17 Opinion

What does the Rhodes Statue mean for transformation at UCT?

jective liberation of the mind. Transforma- Dr Russell Ally, Executive Director tion seems to stand in contrast mostly of the Development and Alumni - at least in the South African context - to Department at the University of reconciliation. How much to transform? Cape Town How much to reconcile? Was this not the criticism most often leveled against the hy does the Rhodes statue founding father of our democracy, Nelson evoke such strong emotions? Mandela? That he emphasized reconcili- WAnd why does it repeatedly ation at the expense of transformation. come to the fore as such a divisive issue in That his policy of reconciliation in practice discussions about transformation at UCT? required continued sacrifi ces from the very Where all reasonableness and rationality victims of apartheid while the perpetrators seems to abandon everyone and raw, reaped the rewards as a rehabilitated dem- subjective feelings take over? ocratic citizenry.

Transformation cuts deep into the very The counterpart to transformation is STONE OR SYMBOL?: The statue of Cecil Rhodes at the University of Cape Town, Schalk van Zuydam AP fabric of our society. It is the bedrock of redress. Without redress, transformation our democracy. The very reason for the remains a hollow slogan and freedom white people. In its most common form it struggle against apartheid. Fundamental an illusion. What transformation are we is about bean counting and score keeping. to transformation is freedom. Freedom speaking about? Racial transformation? Transformation in the sense of freedom, and the dignity that comes with being We seem to have diffi culty in this country Transformation has now human dignity and equality is about insti- recognized (and accepted) as a human speaking openly about race. Interrogat- become the centrepiece tutional change and cultural overhaul. being in the full and complete meaning of ing race as a category .... maybe even the word. That ineradicable right to what the most important category ..... in the of the institutional Something that concerns the institution we call humanity. discourse about transformation ... and by reimagining and in its entirety and is the responsibility extension, the discourse about freedom. reconfi guration of the of the institution as a whole. Structural Those who have never undergone the transformation which goes to the roots of condition of servitude, Soyinka says, in And in this context, it is not necessarily about university. UCT has to the symbolic, cultural and material under- whatever form, those who have never ‘blackness’. It is more about ‘whiteness’ and embrace this challenge pinning at the center of the institution’s being oppressed, can never truly know more particularly, deference to whiteness, identity as a place/site of ‘whiteness’ to a what this irrepressible striving for full which seems to be at the center of many of with all its dangers, place/site of diversity and inclusivity. humanity means. They can be deeply the battles around transformation. pitfalls and opportunities. empathetic. They can be as committed These are extremely complex and emotive to freedom as those who are oppressed. The holder of the Claude Leon Chair in challenges characterized on the one side Sometimes even more so. They can be Constitutional Governance at UCT, Pierre where in the name of eschewing such by an uncomfortable defensiveness and genuinely engaged. But they can never de Vos, makes this very personal obser- racial stereotyping, we don’t fall prey to on the other by an impatient distrust. know the deep recesses of human striving. vation - germane to this discussion about covering up incompetence and corrup- At the outer extremes of either position To borrow from old Marxist language - transformation and its relationship to the tion because we don’t want to be seen is hostile resistance and irrational de- which seems so quaintly outdated these politics of race - ‘ For a white South African as confi rming - or worse endorsing - the structiveness. Where an institution is on days - the subjective consciousness of like me ....I would argue that many white racial stereotypes that are held about this continuum very often tells you much objective material conditions. Often South Africans are bewitched by deeply black people. about where it is in terms of the debates, unfairly dismissed as mystifi cation, mushy, embedded but racist stereotypes which discussions, changes and activism related sentimental, unscientifi c, crass, and ... in its tell them that white South Africans are But there are dangers lurking ... not least to transformation. most South African form ‘the race card’. generally competent, trustworthy and the cynical manipulation of race for honest, while black South Africans are not’. personal ends. The building of personal The Rhodes statue has become the It is worth repeating: innate to transfor- ambition on the legitimate wounds of lightning rod for the bitter subterranean mation is freedom. Freedom and the Now of course progressive people know racial exclusion. struggles that have been raging for many human dignity that comes with freedom. this for the nonsense that it is, but how years at UCT. Clear dividing lines are That’s why it is such a hard concept to much of this remains residual in the resis- There are complex issues at the heart of being drawn. You are either on one side grasp and why it is an even harder goal to tance (or at the very least) caution when it transformation which continue to bedevil of the trench or on the other. Neutrality achieve. Any deprivation of this freedom comes to the issue of transformation. Most our higher education institutions, par- is complicity and trying to fi nd an alter- causes tension. Produces friction .... and notably in the language of standards or ticularly those that have their origins in native or a diff erent way to approach the ultimately confl ict which can often erupt quality. Where standards are often coun- white domination, white privilege and issue is betrayal. into violence. ter-posed to transformation as opposed black exclusion and black servitude. In to being seen as complementary. How institutions which have such origins, the This is the tragedy of transformation And what we often overlook ... or don’t can there be any real standards, any real language in relation to transformation is when it is viewed as a zero sum game. emphasize enough .... is that this tension, this quality, where there is not a diversity of very often (and also very often subcon- One side believes it has everything to lose confl ict, and ultimately violence .... resides experience, a plurality of voices. sciously) the language of ‘othering’. It is and the other side believes that it is all with individuals ... real people .... from which the language of black people having to theirs to gain. it then extends to the community, ‘race’ or How often at universities then is transfor- fi t into a white universe. Of place being class, whatever we want to call the external mation not unwittingly (sometimes even made for them in a dominant culture, For good or for bad, transformation has manifestation it takes. openly) seen through the prism of this kind where there will be concessions but now become the centerpiece of the insti- of racial stereotyping or racial profi ling? where that world itself and the values tutional reimagining and reconfi guration As human beings we remain incomplete which underpin it remain almost inviolate. of the university. UCT has to embrace this without the felt essence of freedom, that But we must also guard against the Transformation then is about black challenge with all its dangers, pitfalls and one’s humanity is a sham without the sub- danger of unqualifi ed black solidarity ... people, for black people but ironically by opportunities. 18 | Inyathelo Annual Report 2014-2015 | Opinion Inyathelo Report

A return on your investment: the case for social justice

likely to be better educated, more em- who remain aff ected by unfairness feel uting to social justice causes can achieve Audrey Elster, Director of the RAITH ployable and committed to their country’s engaged when they experience incre- this. There are many eff ective and creative Foundation growth and development in the long term. mental improvements in their day-to-day projects to support and there are also in- lives and enjoy the benefi ts that arise from novative mechanisms through which to he concept of social justice has its The building blocks for a just society are the gradual realisation of their rights. support them. One such mechanism is the roots in the 19th Century teachings not only a fair distribution of resources, but recently-created Social Justice Initiative, Tof the Catholic Church. Theologian fi rmly established democratic processes, which mobilises resources for social justice John Ryan developed the term to mean which in our case are expressed, in The state of funding to social projects across South Africa. However, the a ‘living wage’ that would give dignity to our visionary Constitution. In a young justice important thing is to contribute, either every worker. The term later came to be democracy, eff orts to hold government to time in your local community or as a donor widely used in the civil rights movements account and to preserve and implement While all sectors of South African society to a project. and the women’s movement helping constitutional ideals are normal and give generously to charitable and devel- to frame demands for equal social and healthy because they build an open and opment causes, this giving does not by South Africa will thrive when those political rights. In the current South Africa robust society. One of the unintended itself address the underlying systemic who live here step up to the challenge context the concept has at its core three consequences of the country’s liberation causes of the problems, which is what of ensuring everyone lives with dignity key ideals: fairness, equality and dignity. is that people have become passive par- social justice organisations seek to do. and help to overcome our overwhelm- Specifi cally, social justice supports ticipants in our democracy. Being a citizen ing inequality and its inherent unfair- participatory governance, transparency, requires not just voting in elections, but Historically, and especially under ness. A fuller version of this article initially equal access to justice and the realisation also investing resources in the everyday apartheid, social justice work was funded appeared in the Giving Report II. of socio-economic rights. processes that build a strong democracy by foreign donors. With South Africa’s and give meaning to the Constitution. emergence as a middle-income country Realising fairness, equality and dignity and shifts in global development priori- Audrey Elster has over 20 years senior man- can frequently only be achieved if there is ties, such support has been dwindling over agement experience in the NGO sector in systemic change. Ideally, this will manifest What are the returns on the last ten years. The loss of support has South Africa, both as a funder and grantee. itself in a more socially cohesive society investing in social justice? shown itself in the growing number of She is the director of the RAITH Founda- where everyone shares in a country’s pros- service delivery protests as citizens fi nd tion, which is a private South African foun- perity. So, it is neither fair nor dignifi ed for Many social justice organisations have, fewer vehicles to articulate their dissatis- dation working to promote social justice. millions of South Africans to still be without for years, strived to create the social faction and they experience the continued Along with other philanthropists, RAITH running water or proper sanitation. This and economic conditions envisaged by failure to realise their rights. Today we fi nd has established the Social Justice Initiative, is especially true in a country where we the Constitution. They have success- ourselves in a position where apart from which aims to build philanthropy for social have the resources to address these issues. fully supported community struggles for a few small private international and local justice in South Africa. Working towards a fair distribution of decent norms and standards in schools, foundations, there is no signifi cant in- services requires promoting major changes for functional hospitals, for lighting in vestment being made in building social in the manner in which government townships, for the right to be treated with justice. At a time when independent operates and that empowers communities. dignity, or for women to be protected voices and new governance models are from domestic violence. most needed, support to social justice or- South Africa will thrive ganisations has dwindled. when those who live here Why is social justice important? An investment in social justice is an in- vestment in building a fair and just step up to the challenge A socially cohesive and just society (such society where citizens have a voice and What can you do? of ensuring everyone as the ones historically found in Scan- are actively involved and where Govern- dinavian countries) is less vulnerable to ment is accountable and more respon- Clearly there is a need for South Africans lives with dignity and social and fi nancial upheavals. A country sive. These results will not be immediately to take on the responsibility for building a help to overcome our that treats its people with dignity and visible but will show themselves over time. healthy democracy and a fair society. This overwhelming inequality fairness, not only ensures that the condi- means not just voting every fi ve years, but tions people live under are reasonable We are duty bound to make this invest- engaging regularly and on a sustained and its inherent and decent, but also produces active and ment if we are to realize the promise basis with the unfairness and stark in- unfairness. engaged citizens. These citizens are also of our Constitution. Ordinary citizens equality that exists in our country. Contrib-

The state of South African civil society

Considering the title of this piece, it The Summit of the America’s Inaugural and inter-regional comparisons. The 2013 Refi loe Seseane, Founder of 18twenty8 seems counterintuitive to launch it with Civil Society Forum echoed the senti- CSOSI found that by and large, CSOs in and Inyathelo Philanthropy Awardee a quote by U.S. President Barack Obama. ments of the August 2014 U.S-Africa Sub-Saharan Africa advance their com- However, he aptly referred to civil society Leaders’ Summit’s Civil Society Forum munities and their countries. Ten of the as “the conscience of our countries and which constituted the Obama Adminis- twenty-fi ve countries were in the Sustain- the catalyst of change” in his April 2015 tration’s largest civil society event to date. ability Impeded category – which is the remarks at the Summit of the America’s Shortly thereafter, in December 2014, weakest level of CSO sustainability. The It is incumbent upon Inaugural Civil Society Forum. USAID published the 2013 CSO Sustain- other fi fteen countries remained in Sus- us to continue to ability Index (CSOSI) for twenty-fi ve Sub- tainability Evolving - the middle range of “We know that throughout our history, Saharan African countries. CSO sustainability. No country transitioned keep our most-critical human progress has been propelled not to a diff erent category of sustainability in conversations alive just by famous leaders, not just by states, As in the last fi ve years, the 2013 CSOSI 2013 and no country reached Sustainabil- through debate and but by ordinary men and women who assessed seven key components (legal ity Enhanced - the strongest level of CSO believe that change is possible; by citizens environment, organisational capacity, sustainability. South Africa continues to challenging all ideas that who are willing to stand up against in- fi nancial viability, advocacy, service have the strongest score in each of the are out-of-kilter with credible odds and great danger not only provision, infrastructure and public image) seven key components however, there is to protect their own rights, but to extend of the sustainability of Sub Saharan room for considerable improvement. A our shared vision for the rights to others. We always have to have Africa’s CSO sector. Progress and chal- 2012 report by CAF Southern Africa on the country and the continent. citizens who are willing to question and lenges across all countries surveyed were Sustainability of the South African Civil push [...] and identify injustice.” highlighted thus facilitating inter-country Society sector found that: Inyathelo Report Inyathelo Annual Report 2014-2015 | Opinion | 19

“South African civil society is facing a to include the civil society sector within This reconfi guration of power was vividly funding crisis. This has resulted in a multi- research frameworks and surveys. demonstrated in the global support for plicity of sustainability and institutional de- and recent triumph of the #rhodesmust- velopment challenges. Reasons for these It is not necessary to expand upon the fall movement - pointing to the ever- circumstances include declining interna- sector’s well-known challenges further so growing signifi cance of social media in tional funding, leadership and identity in enriching the dialogue about strength- fostering active citizenry both locally and changes and the apparent unwillingness of ening South Africa’s CSO sector, the fact beyond our borders. government to meet its responsibilities to that the CSO sector is not homogenous the sector. must always be borne in mind. Professor Civil society, as President Obama put it, Adam Habib, Vice-Chancellor and is a source of ideas. Recommendations Government has been particularly remiss Principal of the University of the Witwa- abound on how South Africa’s CSO sector about its obligations regarding legislated tersrand, eloquently noted that: can be improved. and budgeted resource fl ows to CSOs. As a result of the above, the sustainabil- “...diverse roles and functions undertaken by However at the heart of the success or ity of many important CSOs is seriously diff erent elements of civil society...collective- failure of these recommendations is the compromised...” ly create the adversarial and collaborative maintenance of an environment that is relationships, the push and pull eff ects... conducive to such recommendations being The lack of national information on South heard, and implemented, in the fi rst place. African civil society also exacerbates ...[T]he adversarial and confl ictual role of matters. CAF Southern Africa attrib- new social movements and more formal It is incumbent upon us to continue to uted this information scarcity to the dif- CBOs enhances democracy for it creates a keep our most-critical conversations alive fi culty of obtaining funding for research, fl uidity of support at the base of society. This through debate and challenging all ideas together with the unwillingness of gov- can only be benefi cial for it permits the re- that are out-of-kilter with our shared MASTER OF CEREMONIES: Refi loe Seseane at the ernment agencies, most notably Stats SA, confi guration of power within society...” vision for the country and the continent. 2014 Inyathelo Philanthropy Awards

Is voluntarism the backbone of civil society?

indirect outcomes that counter social the Johns Hopkins Center for Civil Society Colleen Du Toit, CEO of Charities Aid disintegration in poor and marginalised Studies as a ‘’global associational revo- Foundation Southern Africa (CAF communities. For several decades volun- lution comprising a worldwide upsurge Southern Africa) teering has been recognised internation- of organised private voluntary activity’’. The challenge for civil ally as an activity conducive to building Research undertaken by Volunteer society organisations, f we were to rely only on the main- social capital. The reciprocity involved and Service Enquiry Southern Africa ranging from the large stream media for information on the helps build trust, coordination and coop- (VOSESA) and partners has conclusively Icharacteristics of South African society eration, according to Associate Professor demonstrated that volunteering is deeply well-established urban- we would be tempted to believe that greed, Gianni Zappalà who works at the Centre entrenched in southern African societies based, to the small, rampant materialism and corruption are for Social Impact. Voluntary action takes and can actually contribute towards the basic defi ning attributes of our country. place in many forms in South Africa, systemic change. rural, community-based ranging from informal mutual exchanges organisations, is to attract While all these iniquities do undeniably in communities to sophisticated employee For example the majority of community and retain volunteer exist, both recent research and anecdotal volunteering programmes sponsored by based organisations (CBOs) depend evidence indicates that the majority companies striving for good corporate upon voluntary workers. These volun- support that tangibly of South African citizens engage on a citizenship reputation. teers provide continuing service, unlike contributes to the aims regular basis in some form of positive employee volunteers who are usually and objectives of the civic behaviour or voluntarism. Indeed Until quite recently there has been little only able to help on an ad hoc basis. Civil received wisdom suggests that vol- research data available on the incidence society organisations also gain value from organisation. untarism is the ‘backbone’ of the civil of South African volunteering. However in private individuals personally committed society sector. However there is a need to 2011 Statistics South Africa published the to civic service who volunteer on boards, think more strategically about the way in fi rst national Volunteer Activities Survey, provide a variety of skills development South Africa is at the beginning of the which volunteer contributions are applied and the agency is now including a Vol- contributions as well as more charitable journey towards this desired state, given by organisations. Without denigrating the unteering module in its Quarterly Labour contributions such as care for the aged. that we have as yet no public policy undoubted well-meaning intentions of Force Survey. The World Giving Index guiding volunteering, insuffi cient research volunteers, or those organisations where (WGI) published annually by the Charities However whether the growing availability on the incidence, practice and impact of the volunteering relationship is well- Aid Foundation in the United Kingdom, of volunteer support is being strategically these contributions, and a generally cash- managed, as CAF Southern Africa we estimates that 33% of South Africans vol- deployed by larger, formally constituted strapped civil society sector where organi- too often observe wasteful, inappropriate unteered during 2014. civil society organisations remains sations grasp opportunities for additional and even damaging eff ects of volunteer debatable. Certainly in terms of employee resources, even where these may not be activity. The challenge for civil society or- The annual CSI Handbook for 2014 volunteering, the CSI Handbook records appropriate for furtherance of their mission. ganisations, ranging from the large well- showed that 70% of companies surveyed that this is the ‘’least wanted’’ corporate A clearer estimation of the ‘value’ of vol- established urban-based, to the small, have formalised employee volunteer- social responsibility contribution. This is unteering is urgently needed: this value is rural, community-based organisations, is ing programmes. CAF Southern Africa’s a disturbing fi nding given the fact that both the social change value provided by to attract and retain volunteer support pilot study on giving and volunteering in employee volunteering is on the rise as volunteers working in organisations and that tangibly contributes to the aims and Gauteng shows that 56% of people living a recognised aspect of corporate social a quantifi ed understanding of the value objectives of the organisation. in Gauteng had volunteered at least once responsibility (CSR). Within the context of volunteering within the South African in the three months prior to the survey. of ongoing resource scarcity, often economy. The National Development Plan Volunteering action is taking place While admittedly by no means a com- (controversially) termed a “funding crisis” (NDP) strongly recommends cross-sectoral against the backdrop of continuing prehensive national picture, these data in the media and given the plethora of partnerships as a means towards poverty poverty and growing income inequal- do point towards an emerging culture of global success stories, it is incumbent elimination and inequality reduction. Civil ity. Despite developmental public policy national care, upon which organisations upon organisations themselves to either society organisations could work with which has resulted in many changes of civil society may now draw when the honestly admit to would-be corporate their corporate supporters not only to since 1994, persistent joblessness and need arises. supporters that they are not able to improve the impact of volunteering but the consequent poor living standards host their volunteers, or to establish also to lobby for enabling public policy of the majority still prevail. While volun- South Africa is no diff erent from other procedures that enable eff ective and annual quantifi cation of the real tarism does not always impact directly countries in the sense of experiencing volunteer management that aligns with value of volunteering to South Africa’s upon the economy, it can and does have what has been authoritatively termed by organisational purpose. economy and transformation objectives. 20 | Inyathelo Annual Report 2014-2015 | Opinion Inyathelo Report Letters to the editor

Valuable strategic advice

I started my new position as ECCF Coor- dinator in June 2014 and as part of the induction process it was suggested that I meet relevant partners and sources of support. I was informed that Inyathelo provides strategic advice, resources and material to support NGO management. I found Inyathelo staff to be very open, friendly and accommodating, making me feel I could speak frankly about my knowledge gaps and worries. The facili- tator really took the time to understand the then context of the ECCF and where we would like to go before providing any procedural advice. The advice received was very valuable and useful. We were further provided with resource materials and an open invitation to ask for remote assistance which I found very comfort- ing especially during an intense period of transition for the organisation.

Chengetai Chikadaya, Eastern Cape Communications Forum

Advancement benefi ts students and country

The Kresge Inyathelo Advancement Ini- tiative (KIAI) partnership is continuing to produce positive results for Tshwane Uni- versity of Technology (TUT), specifi cally nature provided the space where no A space for learning and in the area of individual giving. From 2015 question felt too stupid, and practical and refl ection onwards, the individual giving strategy will extremely valuable advice was provided. It is my belief that every be instigated and for the fi rst time ever we The advice I have received from these I fi nd that Inyathelo creates a space for envisage fi nancial support from alumni, clinics has been implemented and has learning and refl ection, which stimulates city should have a resource staff and high net worth individuals. Ulti- been extremely useful to IkamvaYouth, insight into our organisation and our centre and Inyathelo staff mately our aim is to establish a culture of but also for my personal growth as a fund- work. We are regular attendants of the individual giving and entice individuals for raiser. Thank you, Inyathelo, for your com- Inyathelo advancement events which to guide you. their long term support to TUT. mitment to this sector, please keep up the have helped us to improve our organisa- amazing work. tional processes, particularly our moni- Inyathelo changed our The highlight for 2014 was certainly the toring and evaluation. Being part of these thinking and our future launch of the TUT Bursary and Schol- Alex Smith, Ikamva Youth advancement conversations – where arship Fund, cited as a priority KIAI issues are discussed openly and critically Our fi rst encounter with Inyathelo was in milestone achieved. Pledges from Council – focuses our attention appropriately. 2011. We were immediately impressed by members, executive and senior staff Dedicated to the cause of their professionalism and commitment gave momentum to the individual giving building a vibrant democracy Staff at the South African Education and to excellence because these were values strategy which will go a long way in miti- Environment Project (SAEP) get quite that we shared. At the time our organisa- gating the soaring student fi nancial aid. The World Wide Web Foundation was excited when we get to take trips to tion was small, but we had big dreams and Dr. Blade Nzimande, Minister of DHET delighted to become a part of the Inyathelo the Inyathelo resources library and we more vision than what seemed realistic. applauds TUT for this initiative and en- Civil Society Hub this year. It a beautiful, always leave bubbling with ideas. The en- We also held a passionate belief that what courages all TUT stakeholders to support light and airy space. But more importantly vironment of learning gives us space to we were doing was needed and meaning- this initiative. we get to share this wonderful space with take steps back from implementation to ful. Inyathelo affi rmed us and cheered us wonderful people who are dedicated to consider direction, and return to our work on, they took us seriously and listened TUT is honoring the KIAI partnership a cause we believe in deeply: building a with renewed purpose. when we spoke. We instantly connected, to ensure that we collectively making vibrant democracy by strengthening civil they got us and we felt like the friendship progress in institutionalising Advancement society. As the Hub gets off the ground Non-profi t work can feel like an experi- would be a lasting one. to the benefi t of our students and country. it’s exciting to see the work stations and ment, and we need the tools to read the meeting areas start to buzz with visitors results. Inyathelo’s selection of relevant The timing of our introduction to Mari Booysen, Director of Advancement who come to use the resources on off er. books and resources are guiding lights Inyathelo was perfect and over the years and Partnerships, Tshwane University of The vibe is friendly, dynamic and creative. which allow us to work with more rigour, they have helped us to think systematical- Technology As an organisation that works mainly and gives us the confi dence to experi- ly about our organisation’s structure and in the virtual realm of digital rights, we ment purposefully. Inyathelo has also functions. They assisted us in positioning benefi t enormously from the opportunity been invaluable in enabling us to access a Won Life for growth, development and Keep up the amazing work! to connect face-to-face with social change wide range of potential funding – some of impact. One of the most notable changes entrepreneurs on the ground, and we look which has already materialised for SAEP. we made was the establishment of an I was fairly new to the fundraising world forward to participating in the Hub’s great advancement offi ce and redefi ning roles when I joined IkamvaYouth as their fund- programme of mentoring and incubation Kayin Scholtz, SAEP Impact Centre according to this way of thinking. We now raising coordinator, so I jumped on the op- for local non-profi ts. Manager understand the marriage of our internal portunity to receive help from Inyathelo’s and external functions and the impor- Clinic. I had a fanstastic session with the Anne Jellema, World Wide Web tance of doing both well. facilitator. Her down to earth and friendly Foundation Inyathelo Report Inyathelo Annual Report 2014-2015 | Opinion | 21

Inyathelo has, however, not helped us The Inyathelo Eff ect in Durban. That feeling was short-lived over the years and in many diff erent in one area, but rather in every area. Ef- as the team at Inyathelo have continued capacities, had the privilege of being a fectively attracting funding, developing On the 6th November 2014, I was to assist us via correspondence. To date recipient of its countless forms of assis- leadership, improving reporting and stra- extremely honoured and humbled to have our staff have received guidance on social tance - NPO clinics, access to funding tegically planning our operations for the been among 12 philanthropists recognized media strategies, press releases, proposal databases through the extensive resource future are just some of the areas in which by Inyathelo for having made a contribu- writing and website development library, mentorship and guidance from the their infl uence is seen. tion to social change in South Africa. It was amongst others. The team at Inyathelo most experienced practitioners, courses a magical evening and one where you left have guided us and allowed us to focus in advancement practice, high level net- Their name is mentioned in our Board fi lled with hope that society can overcome more attention on our primary responsi- working opportunities and best practice meeting, their Director is quoted in our its many challenges. One of the objectives bility, caring for the children of the greater learning through the Get Resourceful management meetings and their publi- of the awards is to promote philanthropy Durban area. programme. Inyathelo has reached full cations sit on desks in our offi ces. Thanks and I now have fi rst-hand experience in maturity and the beautiful, welcoming to Inyathelo, we have the capacity and how this objective has been achieved. It is my belief that every city should have space that houses the new resource resource to continue changing lives a resource centre and Inyathelo staff to centre is testament to its success. Thank through the educational services that we The awards were widely covered by guide you. It appears to serve as a kind you for sharing, Inyathelo! provide to our community. various media, including television, and of incubator for young NGO’s and the this brought our cause to the attention support available from Inyathelo staff Moya Wolff , Professional Fundraiser Lindsay Pietersen, Director, One Life of many individuals. Some were even is professional and supportive. I could residents of Durban, who were unaware have spent days pouring through all the of what Child Welfare: Durban and District relevant books on the shelves and it is A rich and rewarding Always going the extra mile did or were shocked to learn that we were actually a place I intend visiting whenever experience in fact an NGO. In addition to people being I am in Cape Town. I was advised on some I have been involved with Inyathelo since inspired to contribute towards our cause key resources and have since procured It has been great learning from the June 2014. Initially I attended the Get re- from their own personal resources, we them for the organisation to use. The Inyathelo team. Sharing the Ten Elements sourceful sessions which were very helpful found that we were now able to develop Inyathelo donor database is proving to of Advancement provided a framework for and provided me with a platform to share synergies and partnerships with govern- be invaluable as we try to secure new how the Institute can sustainably develop. and get ideas from other partner organi- ment and municipal structures, other funding and the response from staff thus The exposure to governance, fundraising sations in the Western Cape. In addition, NGO’s and corporates. far has been promising. tools and the importance of visibility for these sessions organised by Inyathelo an organisation has enabled MNCHI to helped to keep me abreast with the latest Funding in the NGO sector has become I am glad and appreciative that the journey make tangible steps towards growth. developments in the NPO sector. It was very competitive and challenging with that began in spectacular fashion at the by attending the Get Resourceful sessions less money being available for social de- gala awards ceremony in November last The meaning of fundraising “… not begging that we got to know that there was a draft velopment due to the fi nancial climate year has continued to progress and grow for money but availing the donors with an new NPO act underway. and an increase in the number of or- in such a tangible way. I am confi dent opportunity to achieve something special ganisations dipping into the same pool. that I am not alone and that all sectors of as your partners” changed the whole I have also attended two sessions at The profi le boost gifted to Child Welfare: social development will benefi t from the realm of resource mobilisation and made the Inyathelo Non-Profi t Clinic. My fi rst Durban and District by my receipt of the existence of Inyathelo. it clearer how important this is to both the session was on monitoring and evalu- Inyathelo award for contribution to the Institute and our partners. The workshop, ation and it helped us fi nd home grown welfare of children last year was therefore Mohamed Khan, President, Child site visits and skype calls have formed a solutions to our challenges. The second most welcome. In addition to a fi nancial Welfare: Durban and District good platform for our discussions; the session was on fundraising. impact, it also helped raise awareness of staff ably deliberate on the issues pertain- our cause which is in essence why we do ing our own setting and not just explain This session was what I think what makes what we do. An unusually selfl ess subject to their understanding. This rich Inyathelo unique - the clinic facilitator took organisation experience is indeed worth investing in. her time to research and give me informa- My wife and I took the opportunity Thank you IDRC for this opportunity. tion that was relevant to our needs as an whilst in Cape Town to visit the Inyathelo Every year I am more delighted by the organisation. I love the fact that Inyathelo resources centre. It was an inspiring day collaborative culture that permeates Maternal Newborn and Child Health staff go an extra mile to get resources to that was bittersweet when we realized through this unusually selfl ess organisa- Institute (Uganda) help make our fundraising possible. that we do not have something similar tion. Inyathelo’s reach is vast and I have

Malvern Marewo, Grantwriter, Salesian Institute Youth Projects

Signifi cant shifts and remarkable impact

We cannot ignore the remarkable impact the Kresge Inyathelo Advancement Ini- tiative has made on our Advancement eff orts at the University of Johannesburg. Not only have our Alumni and Develop- ment & Fundraising Offi ces benefi ted from the support and training given to them, but the shift inside UJ has been no- ticeable and signifi cant.

In particular, our Alumni and fundraising activities and successes are due to a shift in support and involvement from senior management side, and this is refl ected in the increase in monies donated and part- nerships that are being established. Our hard work and eff orts are converting into success and we thank Kresge and Inyathelo for their role in our accomplishment.

Milcho Damianov, Executive Director, Division of Institutional Advancement University of Johannesburg 22 | Inyathelo Annual Report 2014-2015 | Opinion Inyathelo Report SMS Feedback

General:

• Inyathelo is an essential resource for both new and established NGOs. We have been in contact with them since the very early days and they have always been extremely helpful and pro- fessional. They have a vast knowledge base and are our “go-to” people for any query regarding our NGO. Fiona Bromfi eld and Sarah Garland, The Equinox Trust

Inyathelo Advancement Academy:

• It provides a space to refl ect and recon- sider important elements of organisa- tion - which we don’t always get the time to do. Sunelle Fouche, Music Works the assistance of their staff , managed expertise in true Advancement in the • Inyathelo does excellent work. to set up a wonderful co-creative space South African context. Lucky Mkhize, Centre for Community for our guests. Dr Marcus R. Ingram, Director: Justice and Development Inyathelo has such William Hewett, team leader, T20 Institutional Advancement, University an excellent resource of the Free State • Grass roots language and tools that centre for NGOs and • Inyathelo has such an excellent resource higher levels can utilise too. centre for NGOs and hopefully it will Annella Powell, Sophumelela Centre hopefully it will help us help us in our endeavour to fi nd suitable IDRC programme: in our endeavour to fi nd donors who focus specifi cally on • Inyathelo off ers so much more!! Profes- suitable donors who focus research funding. • The Advancement Model is what sional and client centred. Lisa Dickens, research department at we needed and now we must strive Mari Booysen, Tshwane University of specifi cally on research Girls and Boys Town through to the badly needed sustain- Technology funding. ability goal. • Thank you for an amazingly resourceful African Mental Health Foundation afternoon yesterday. I really enjoyed it (Kenya) Inyathelo workshop • Thanks for sharing and demonstrating and it was worth my time! on eff ective fi nancial how a functional organisation operates Eltena Rethman, The Blacksash management for NPOs: Aslam Sali, IHATA FundingFinder: • I was privileged to use your resource • I have a clearer understanding of centre last week. I wish to express my • Thank you very much for your help fi nancial health and governance neces- Inyathelo workshop on NPO tax: gratitude for an excellent service. during my visit to Inyathelo yesterday. sities to be able to advise those within Desiree Daniels, Graduate School of I was delighted to use your sophisti- the projects in which I work when they • I have gained much greater insight into Business, Stellenbosch University cated database of funders, which gave would like to apply for donor funding. tax rules specifi c to NPOs. me access to over 120 potential funders Feroza Cassim, Western Cape Forum Nicci Courtney-Clarke, Resources for our organisation in just a few hours. for Intellectual Disability (WCFID) Aimed at the Prevention of Child Kresge Inyathelo Advancement I was also very encouraged to hear the Abuse and Neglect (RAPCAN) Initiative: myriad ways in which Inyathelo helps • The level and quality of Inyathelo’s pre- establish and build up NGOs. What a sentations is very much appreciated. • Just because you are registered for • At least as and perhaps more important great resource for Buhle, and for civil Laetitia Botha, Language Inc. diff erent taxes doesn’t mean you know than the fi nancial support, the KIAI society South Africa! how they work! I now have a very good provides a meaningful community Joanne Smetherham, Buhle understanding of tax benefi ts available of practice for Advancement profes- The ASK Inyathelo web portal: to my organisation. sionals (and others) at cohort institu- • Your genuine interest and encourage- Sarah Waries, Sharkspotters tions. The creation of safe conversation ment is much appreciated and the • This is so helpful! Thank you for sharing space in which ideas can be explored database is extremely useful. this. Very sad we missed out on the • Did not know a lot about 18A Certifi - and challenges aired is essential to the Alex Eppel, Programme Manager, peer learning session. You are doing cates. Now we can use this eff ectively expansion of knowledge about and Integrated Human Development great work! as a fundraising tool. Charlotte Tervit, eTeach Youth Cicilia Palm, St Luke’s Hospice Projects Inyathelo: The South African Institute For Advancement P O Box 43276, Woodstock, 7915, Cape Town, South Africa Inyathelo Civil Society Hub: Telephone: +27 21 465 6981/2 • Fax: +27 21 465 6953 Inyathelo workshop for NPO [email protected] • www.inyathelo.org.za start-ups: • It has been a pleasure to collaborate www.facebook.com/inyathelo • www.twitter.com/inyathelo with Inyathelo in their beautiful space www.pinterest.com/inyathelo • An informative morning, thank you. which is very conducive to many www.linkedin.com/company/inyathelo-the-south-african-institute-for-advancement Kathy Cronje, The Safe House diff erent set ups and we quickly, with NPO REGISTRATION: 023-432-NPO • TRUST REGISTRATION: IT2285/2002 Inyathelo Report Inyathelo Annual Report 2014-2015 | Finance | 23 Finance The case for a dedicated fi nance function

our reserves. It was a proud moment. senior colleagues on a decision making the Finance Director to coordinate and be Soraya Joonas, Inyathelo Financial The growth of the fi nance function within team. Decisions and proposals are inte- accountable for these areas, but aff ord her Director Inyathelo has been an organic one. At grated between Finance and Programmes, time to involve herself in organisational inception, a Managing Director provided and always in close partnership with strategic alignment, budget planning t Inyathelo, we are fortunate to fi nancial management service, however, the Executive Director and Programme and reporting, making her an active and have leadership which has given due to growth within 4 years, a formal Director. The Finance Director is also there valuable member of the team. This is a A legitimacy and importance to fi nancial position was introduced. Like many to provide regular monthly reports and more valuable use of human resources and the fi nance function within our NPO. This NPOs, the Financial Director wore many timely information when requested, so that often more economical as well. has made my role as Finance Director hats in managing a portfolio that included effi cient and informed decisions can be challenging yet extremely rewarding. Offi ce Maintenance, Human Resources made. She is the custodian of the organi- In addition to meeting the organisa- and IT infrastructure. However, due to ad- sational budget but various budget holders tion’s fi nancial administrative needs, as a The approach inculcated since Inyathelo’s ditional growth, demand and our acquisi- take ownership of their parts and are re- dedicated Financial Director I am also able inception has been that of fi nancial sus- tion of property that we were now going to sponsible for spending down and carrying to add value by sharing knowledge and ex- tainability through growing fi nancial in- need to manage, our leadership recognised out the deliverables that are attached to perience through forums, articles, training dependence. With this business-minded that it was no longer sustainable to have their numbers. and one on one clinics. I am also able to philosophy, we have been deliberate in a Finance Director wearing so many hats. spend dedicated time with programme expanding our mixed entrepreneurial A restructuring eff ort was planned and It is important that the leaders of the budget holders and planners across the model, where aside from obtaining grants budgeted for in donor proposals, and the organisation be involved in budget organisation on a monthly basis. and donations, we focus on generating ad- Finance Director was made solely respon- creation and understand how budgets ditional surplus to help grow our reserves. sible for the fi nancial management function are put together. Just because your In our ever changing world of donor within the organisation. fi nance person is a numbers person, dynamics where there is an increasing We have four pillars to our fi nancial sus- doesn’t mean she has all of the answers. trend towards metrics and measurements, tainability approach: Rather than spending precious resources Programme staff have their ideas and the importance of an adequate fi nance fi ghting equally important internal fi res plans to implement and these strate- function in an NPO is becoming increas- • Generating income; on infrastructure issues and IT trouble gies need to be explained when building ingly acknowledged. It is a good sign to • Targeting a diversifi ed donor base; shooting, this enabled the fi nance unit to budgets together. see that NPO leadership also recognises • Saving for our reserves and; redirect its eff orts in setting up and main- this need. Afterall, it is a resource that • Investing conservatively in equities and taining fi nancial systems and processes Just as the head of the organisation is not simply needs to be budgeted for within property. that would meet increasing demands and expected to be an expert in fi nancial man- proposal budgets, as donors will never requirements of both donor contracts agement, nor can the Financial Director question the need to understand and have This year we completed the fi nal phase and fi nancial legislation. This dedicated be expected to be a specialist in all areas faith in how and where their funds are of our fi nancial sustainability strategy by focus also enabled a far more conscien- of fi nance. It is important to enlist areas of being spent. This step also ensures that moving into a property which we own. tious approach to governance processes expertise whether it be payroll services, leadership is making a concerted eff ort to This was done with both donor support and practices. In an NPO, it is crucial taxation administration, legal advice and or safeguard their NPOs own fi nancial sus- and our own fi nancial investment from for the Finance Director to sit alongside bookkeeping services. This will then allow tainability and viability into the future.

INYATHELO STAFF: Top left to right: Sandra de Jongh, Jocelyn Collins, Janine Ogle, Nazli Abrahams, Feryal Domingo, Sarah Nicklin, Anthula Higgins, Jacques Swart, Khairoonisa Fofl onker, Buddy Kassiem and Cassandra Smith. Bottom left to right: Ruvimbo Gwatirisa, Lizel Shepherd, Shelagh Gastrow, Dianne Whiting, Soraya Joonas, Hoeyaam Majiet, Veronique Adonis and Saveetha Matthews. 24 | Inyathelo Annual Report 2014-2015 | Finance Inyathelo Report

The fi nancial audited statements were signed by Mazars and signed and approved by the Board of Trustees on May 7, 2015. The fi nancial statements below represent an abridged version. The full set of accounts are available on request and/or can be downloaded from our website at www.inyathelo.org.za

Statement of Financial Position

THE SOUTH AFRICAN INSTITUTE FOR ADVANCEMENT TRUST Trading as The South African Institute for Advancement Trust Annual Financial Statements for the year ended 28 February 2015

FIGURES IN RAND 2015 2014

Assets Non-Current Assets Property, plant and equipment - 11,688,462 Investments 21,655,407 16,657,806 21,655,407 28,346,268

Current Assets Trade and other receivables 168,914 126,270 Cash and cash equivalents 26,825,805 31,201,007 26,994,719 31,327,277 Total Assets 48,650,126 59,673,545

Equity and Liabilities

Equity Trust capital 100 100 General reserve 42,728,235 45,102,764 Distributable reserve (Designated funds) 5,342,860 14,338,488 48,071,195 59,441,352

Liabilities Current Liabilities Trade and other payables 578,931 232,193 Total Equity and Liabilities 48,650,126 59,673,545

Statement of Changes in Equity

THE SOUTH AFRICAN INSTITUTE FOR ADVANCEMENT TRUST Trading as The South African Institute for Advancement Trust Annual Financial Statements for the year ended 28 February 2015

FIGURES IN RAND TRUST GENERAL DISTRIBUTABLE TOTAL CAPITAL RESERVE RESERVE EQUITY (DESIGNATED FUNDS)

Balance at 01 March 2013 100 32,290,638 12,182,158 44,472,896 Surplus for the year - - 14,968,456 14,968,456 Transfer to general reserve - 12,812,126 (12,812,126) - Total changes - 12,812,126 (12,812,126) - Balance at 01 March 2014 100 45,102,764 14,338,488 59,441,352 Surplus for the year - - 4,398,153 4,398,153 Transfer to general reserve - 13,393,781 (13,393,781) - Land and buildings write-off - (15,768,310) - (15,768,310) Total changes - (2,374,529) (13,393,781) (15,768,310) Balance at 28 February 2015 100 42,728,235 5,342,860 48,071,195 Notes 6 7 Inyathelo Report Inyathelo Annual Report 2014-2015 | Finance | 25

The fi nancial audited statements were signed by Mazars and signed and approved by the Board of Trustees on May 7, 2015. The fi nancial statements below represent an abridged version. The full set of accounts are available on request and/or can be downloaded from our website at www.inyathelo.org.za

Detailed Income Statement

THE SOUTH AFRICAN INSTITUTE FOR ADVANCEMENT TRUST Trading as The South African Institute for Advancement Trust Annual Financial Statements for the year ended 28 February 2015

FIGURES IN RAND NOTES 2015 2014

Revenue Grants 17,633,956 17,108,850 Donations received 340,635 1,204,765 9 17,974,591 18,313,615

Other income Cost recovery fees 1,541,279 1,875,005 Dividends received 10 345,478 183,403 Fair value adjustments on investments 3,182,934 928,688 Interest received 10 1,963,919 2,322,664 (Loss)/Profi t on disposal of investments (197,527) 233,361 6,836,083 5,543,121

Operating expenses Advertising, promotions, marketing and publications 577,025 486,538 Audit and accounting fees 157,326 160,983 Bank and portfolio management charges 284,891 239,032 Cleaning 64,520 56,216 Database 136,776 45,400 Depreciation 2,285,553 79,759 Dissemination and exchange of learning 305,737 289,937 General expenses 8,621 7,860 Hire of equipment 99,979 87,619 Insurance 54,233 54,230 Lease rentals 558,215 594,659 Legal expenses 750 25,544 Printing, stationery, postage and offi ce supplies 184,071 190,569 Programmes and projects 5,765,149 5,234,164 Repairs and maintenance 77,612 122,223 Resource centre and material 86,779 54,614 Salaries 7,542,628 7,631,153 Service providers and consultants 905,226 843,625 Staff and organisational development 374,734 439,499 Telecommunication 81,229 85,747 Travel - international and local 780,798 1,093,478 Website development and internet 80,669 65, 43 1 20,412,521 17,888,280

Surplus before special grant (refer to Note 1) 4,398,153 5,968,456 Special grant for purchase of building - 9,000,000

Surplus for the year (refer to Note 2) 4,398,153 14,968,456

Note 1: The surplus includes funding that will be expended during the next fi nancial year. Note 2: Had the Trust depreciated its building in its 2014 year of purchase, this surplus would have been reduced by R 11,688,462. The trust elected not to depreciate the cost of purchased building in the year of purchase. 26 | Inyathelo Annual Report 2014-2015 | Finance Inyathelo Report

The fi nancial audited statements were signed by Mazars and signed and approved by the Board of Trustees on May 7, 2015. The fi nancial statements below represent an abridged version. The full set of accounts are available on request and/or can be downloaded from our website at www.inyathelo.org.za

Notes to the Annual Financial Statements

THE SOUTH AFRICAN INSTITUTE FOR ADVANCEMENT TRUST Trading as The South African Institute for Advancement Trust Annual Financial Statements for the year ended 28 February 2015

FIGURES IN RAND 2015 2014

2. Property, plant and equipment

2015 2014

COST ACCUMULATED CARRYING COST ACCUMULATED CARRYING DEPRECIATION VALUE DEPRECIATION VALUE

Audiovisual equipment 174,688 (174,688) - 185,866 (185,866) - Buildings - - - 11,688,462 - 11,688,462 Computer equipment 925,185 (925,185) - 543,501 (543,501) - Computer software - - - 23,696 (23,696) - Furniture and fi ttings 1,187,207 (1,187,207) - 1,386,888 (1,386,888) - Offi ce equipment 136,626 (136,626) - 64,275 (64,275) - Telephone equipment 214,709 (214,709) - 99,586 (99,586) - Total 2,638,415 (2,638,415) - 13,992,274 (2,303,812) 11,688,462

Reconciliation of property, plant and equipment - 2015

OPENING ADDITIONS DEPRECIATION LAND AND TOTAL BALANCE BUILDINGS WRITE-OFF

Audiovisual equipment - 140,267 (140,267) - - Buildings 11,688,462 4,079,848 - (15,768,310) - Computer equipment - 850,454 (850,454) - - Furniture and fi ttings - 977,906 (977,906) - - Offi ce equipment - 109,119 (109,119) - - Telephone equipment - 207,807 (207,807) - - 11,688,462 6,365,401 (2,285,553) (15,768,310) -

Reconciliation of property, plant and equipment - 2014

OPENING ADDITIONS DEPRECIATION TOTAL BALANCE

Buildings - 11,688,462 - 11,688,462 Computer software - 6,538 (6,538) - Furniture and fi xtures - 1,710 (1,710) - Offi ce Equipment - 5,088 (5,088) - Computer equipment - 66,423 (66,423) - - 11,768,221 (79,759) 11,688,462

3. Investments

At fair value through surplus or defi cit for the year Listed shares at market value 21,655,407 16,657,806

Non-current assets At fair value

The shares are shown at market values with the profi t or loss taken to the statement of comprehensive income. There were no gains or losses realised on the disposal of held to maturity fi nancial assets in 2015 and 2014, as all the fi nancial assets were disposed of at their redemption date. Inyathelo Report Inyathelo Annual Report 2014-2015 | Finance | 27

The fi nancial audited statements were signed by Mazars and signed and approved by the Board of Trustees on May 7, 2015. The fi nancial statements below represent an abridged version. The full set of accounts are available on request and/or can be downloaded from our website at www.inyathelo.org.za

Notes to the Annual Financial Statements

THE SOUTH AFRICAN INSTITUTE FOR ADVANCEMENT TRUST Trading as The South African Institute for Advancement Trust Annual Financial Statements for the year ended 28 February 2015

FIGURES IN RAND 2015 2014 FIGURES IN RAND 2015 2014

4. Trade and other receivables 10. Investment revenue

VAT 130,414 87,403 Dividend revenue Other receivables - 367 Dividends received from listed companies 345,478 183,403 Deposit 38,500 38,500 168,914 126,270 Interest revenue Interest received 1,963,919 2,322,664 5. Cash and cash equivalents 2,309,397 2,506,067

Cash and cash equivalents consist of: 11. Grants received Cash on hand 1,394 7,537 Bank balances 26,824,411 31,193,471 Current projects 15,467,435 7,822,820 26,825,805 31,201,008 Future projects 2,166,522 9,286,030 17,633,957 17,108,850 6. Trust capital 12. Cash generated from operations Capital account Initial donation 100 100 Surplus 4,398,153 5,968,456 Adjustments for: 7. General reserve Depreciation 2,285,553 79,759 Profi t on disposal of investments 197,527 (233,361) Balance at beginning of year 45,102,764 32,290,638 Dividends received (345,478) (183,403) Movement during the year 13,393,781 12,812,126 Interest received (1,963,919) (2,322,664) Land and buildings write-off (15,768,310) - Fair value adjustments to investments (3,182,934) (928,688) 42,728,235 45,102,764 Other non-cash items - 17,065 Changes in working capital: Comprising: Trade and other receivables (42,644) 164,971 Trade and other payables 346,738 (39,091) General reserve 42,243,940 44,331,970 1,692,996 2,523,044 Portion of trading VAT refund in reserves 484,295 770,794 42,728,235 45,102,764 13. Commitments 8. Trade and other payables Operating leases - as lessee (expense) Accrued leave pay 198,849 195,133 Minimum lease payments due Other accrued expenses 321,655 - - within one year 526,251 737,255 Deposits received 49,096 35,140 - in second and third years inclusive - 526,251 Sundry creditors 9,331 1,920 526,251 1,263,506 578,931 232,193 14. Tax 9. Revenue Donations received 340,635 1,204,765 No provision has been made for taxation as the trust is exempt from payment of Grants received 17,633,956 17,108,850 Income Tax. The trust is an approved public benefi t organisation in terms of Section 17,974,591 18,313,615 10(1)(cN) of the Income Tax Act. 28 | Inyathelo Annual Report 2014-2015 | Comics and Puzzles Inyathelo Report

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