AFRICAN PHILANTHROPY FORUM NEWSLETTER
INSIDE THIS ISSUE:
IFC About the 8 Dr. Manu Chandaria: Leaving a Legacy African Philanthropy Forum of Philanthropy
1 Nigerian Philanthropists Gather for 10 2016 African Philanthropy Forum APF Meeting In Lagos 14 Creating Incentives: How Do We Go From 3 Chris Stone, President of the Open Society ‘Allah Deductible’ to Tax Deductible? Foundation, Shares Perspectives with Nigerian Philanthropists 16 Special Preview of the APF Toolkit for African Philanthropists 5 APF Convenes in Nairobi 18 Chair in African Philanthropy: 7 If We Cannot Count it, Press Update August 2016 We Cannot Celebrate it! 20 African Philanthropy Forum Membership
ABOUT THE AFRICAN PHILANTHROPY FORUM
The African Philanthropy Forum (APF) seeks to build and continuously expand a learning community of Africa’s strategic philanthropists and social investors committed to inclusive and sustainable economic development throughout the Continent; to embed that community in a larger, global network of strategic philanthropists and development experts who share their goals; and, through educational programs and match-making services, to inform, enable, and enhance the development impact of their giving and investing. The APF is an affiliate of the Global Philanthropy Forum. Learn more from the APF in the video series Why Give, featuring APF philanthropist profiles.
MISSION: • Gain visibility for their philanthropic strategies and impact • Build a learning community of African philanthropists and social investors • Serve as role models and inspiration to emerging philanthropists • Embed this community in the Global Philanthropy Forum (GPF), a strategic network of philanthropists and • Meet, collaborate and partner with other donors and development experts social investors on the Continent and across the world through the APF and GPF conferences • Enhance the impact of this network’s giving and investing through educational programs and • Meet emblematic social sector leaders with on the matchmaking ground experience whom they can fund
• Guide the development and direction of the APF as a KEY ACTIVITIES: peer-led organization • One-on-one outreach to current and emerging African philanthropists to introduce them to the APF and the PARTICIPATION IN THE APF IS: GPF • By invitation only • The convening of an invitation-only conference in • Open to emerging and established African donors and Africa every 12–18 months to bring together current social investors who have made, or plan to make, a and emerging African philanthropists, grantmakers and significant commitment to philanthropy social investors • Intended to be Pan-African • Regional outreach events throughout the year for current and prospective members BACKGROUND: • Invitations to the annual Global Philanthropy Forum • APF is affiliated with the Global Philanthropy Forum, Conference held in the US a global community of donors and social investors • Matchmaking services among donors and grantmakers. committed to international causes
• APF is guided by a small core cadre of African APF ENABLES MEMBERS TO: philanthropists with support from an Africa-based • Foster the growth of strategic philanthropy on the Director and the Global Philanthropy Forum Continent • The first APF planning meeting took place in Addis • Learn about philanthropic investment opportunities and Ababa, Ethiopia in 2014. A second conference was held tested strategies from peers and leaders in the field of in Kigali, Rwanda in 2015 development and social investment on the Continent and elsewhere NIGERIAN PHILANTHROPISTS GATHER FOR APF MEETING IN LAGOS
Suzy Antounian, Onari Duke, Prof. Leslye Obiora, Ndidi Nwuneli and Stephanie Linus
The African Philanthropy Forum (APF) organized its first convening in Nigeria on June 10, 2016 at the George Hotel in Lagos. This event provided a private setting for a small group of emerging and established philanthropists to gather to learn from one another’s work and to share insights for strengthening individual and collective efforts to transform Nigeria.
The event in Lagos featured remarks from a range of speakers who challenged Nigerian philanthropists to become more structured and strategic in their giving and to seek strategies to make their giving more impactful—be it on an individual level or a collaborative level—so that collectively they can have a transformative effect on the lives they are touching.
Suzy Antounian, Chief Operating Officer of the Global Philanthropy Forum noted that, “Giving is strongly rooted in Africa and is integral to its many cultures. Giving is also in response to local and national needs which can vary from country to country depending on legislation and the enabling environment. Therefore, our focus is not to emphasize the need to give or to discuss the specific legal framework in a given country but rather to look at tested strategies for giving in a number of issue areas—be it education, health, nutrition, or any number of other issues to enable donors to be more strategic in their choices and their philanthropy.”
According to Hakeem Belo-Osagie, one of Nigeria’s pioneering philanthropists, “there are two types of people in the world—those with opportunities and those without. It is our job to make opportunities available to them just as we have been given.” Underscoring the importance of working together, Aisha Oyebode, the CEO of the Murtala Muhammed Foundation, challenged the attendees to “share the burden of transforming lives, and also to share the joy!”
Using Bangladesh and the life of BRAC’s founder, Fazle Abed as a case study, keynote speaker Professor Leslye Obiora illustrated how an individual armed with the courage of conviction was able to transform his country. Obiora emphasized the need for a sustainable network and platform for effective philanthropy in Nigeria, reinforcing the critical role for the APF.
APF Newsletter September 2016 • page 1 NIGERIAN PHILANTHROPISTS GATHER FOR APF MEETING IN LAGOS
“There are two types of In her closing remarks, Ndidi Nwuneli, who in addition to her work as a social entrepreneur serves as the director of the APF, encouraged more people in the world— Nigerian philanthropists to join the APF and participate at its annual those with opportunities convening in Rabat, Morocco on October 17–18, 2016. She noted that the theme for the 2016 meeting was “Taking Big Bets and Bold Steps,” and those without. and it would explore the role of philanthropists in leading large scale It is our job to make change on the African Continent so as to seek ways for greater impact beyond incremental steps. opportunities available The event was attended by a range of philanthropists and social to them just as we have investors including Gloria Atta and Sunday Udo of the TY Danjuma been given.” Foundation; Zouera Youssoufou of the Dangote Foundation; Onari Duke, of the Nigeria Philanthropy Forum; actress and social activist – Hakeem Belo-Osagie Stephanie Okereke Linus, the Founder of the Extended Hands Foundation; Dr. Tony Rapu, the Senior Pastor of This Present House and founder of the Freedom Foundation; Gbenga Oyebode SAN; Chinedu Okpareke of Sahara; Dr. Ike Chioke of Afrinvest; Nimi Akinkugbe of the Ajumogobia Science Foundation; Dr. Owens Wiwa of CHAI; Chief Taiwo Taiwo of the Aart of Life Foundation; Simon Kolawole of the Cable; and many other distinguished individuals.
Hakeem Belo-Osagie, Gloria Atta, Ndidi Nwuneli, Suzy Antounian and Sunday Udo
APF Newsletter September 2016 • page 2 CHRIS STONE, PRESIDENT OF THE OPEN SOCIETY FOUNDATION, SHARES PERSPECTIVES WITH NIGERIAN PHILANTHROPISTS
On June 10th, the Ford Foundation Office of West Africa hosted a lunch for Nigerian philanthropists to meet with Chris Stone, the President of the Open Society Foundation, during his visit to Lagos.
Established by investor and philanthropist George Soros, the Open Society Foundations works in more than 100 countries across the globe to build vibrant and tolerant societies whose governments are accountable and open to the participation of all people. Stone, a former Professor of the Practice of Criminal Justice at Harvard University’s John F. Kennedy School of Government, assumed the role of president of the Open Society Foundations in 2012. A speaker at the Global Philanthropic Forum (GPF) and supporter of the APF, Prof. Stone was delighted to engage with African philanthropists to share his experience running one of the world’s leading foundations.
During the lunch, Prof. Stone shared some unique insights and responded to questions raised by the philanthropists. Some of the key themes included the following:
EVOLVING LANDSCAPE FOR FOUNDATIONS: Prof. Stone noted that there is a growing trend for foundations to provide grants rather than direct services. According to him, this trend can be seen across the philanthropic landscape in the Americas, Asia, and Europe. He also stated that he had observed a similar global trend in which foundations focused initially on social issues such as health and education but have gradually expanded their lens to include good governance.
ENDOWMENTS: Prof. Stone outlined some benefits and drawbacks of endowments. He stated that the presence of healthy endowments enables foundations to act quickly and support unpopular projects, but also said they can sometimes make foundations complacent. He noted that some continuous fundraising is helpful because it compels organizations to continue to persuade others of the merits of their ideas in order to generate funds for their activities.
APF Newsletter September 2016 • page 3 CHRIS STONE SHARES PERSPECTIVES
WORKING WITH ACTIVE FOUNDERS: Open Society Prof. Stone outlined several benefits of working with an active founder. Through personal stories, he shared the need for Foundations works presidents of foundations to complement the strengths of their in more than 100 founders; to develop a shared, consistent vision; and to establish clear programmatic strategies to fulfil that vision. He emphasized countries across the the importance of diversifying and strengthening governing globe to build vibrant boards to ensure support for founders and the persistence of their vision. Prof. Stone also noted the importance of engaging a and tolerant societies founder’s family members, ensuring that they are able to sustain whose governments are and continue to develop the original vision while adding value in their personal capacities. accountable and open
Prof. Stone underscored how important it is for founders to to the participation of empower others who share their vision and values, and to trust all people. them to deliver results. He noted the importance of building a strong and capable team to support the leadership of the foundation.
THE IMPORTANCE OF ENGAGING IN POLICY MAKING: Prof. Stone stressed the importance of helping governments shape policies in addition to supplementing service delivery so that philanthropists can contribute to changes that address the root causes of problems, not just their symptoms.
The philanthropists in attendance said afterwards that they had benefited immensely from Prof. Stone’s candid account of his own experiences and reflected on the need to adjust their management styles to enable them to attract and retain effective leadership for their foundations.
Photo taken at APF private dinner hosted in the home of Mr. Hakeem Belo-Osagie
APF Newsletter September 2016 • page 4 APF CONVENES IN NAIROBI
Mwihaki Kimura, Manu Chandaria, Catherine Kola
On Tuesday July 19th, The African Philanthropy Forum (APF), “Philanthropic action has with support from the KCB Foundation convened a small group of philanthropists and stakeholders in the Kenyan philanthropic not only contributed community for a private breakfast meeting. This forum was held at to making the world the Serena Hotel with the primary objective of creating a platform to learn from one another’s work and to share insights for strengthening better but it has enabled individual and collective efforts to transform Kenya. innovation and change The event featured remarks from a range of speakers who challenged that we may never have Kenyans to become more structured and strategic in their giving and to seek strategies to make their giving more impactful—be it on an witnessed.” individual or a corporate level. – Mwihaki Kimura In her opening remarks, Director of APF, Ndidi Nwuneli, noted that giving is strongly rooted in many African cultures. She introduced the APF, which was established in 2014 to build a learning community of strategic African philanthropists and social investors committed to inclusive and sustainable development throughout the Continent.
The keynote speaker, Dr. Manu Chandaria, Chairman of the Chandaria Foundation, chronicled the history of his engagement in philanthropy from a young age. He stated that in 1953, when his family business was still in the start-up phase, he informed his parents of his strong desire to give his time, energy and resources to help others. Dr. Chandaria noted that giving to others was the only true source of happiness and fulfillment. He encouraged the attendees to commit to transforming society and to engage their children and grandchildren in the process of giving. He also challenged them to inspire others to give through personal examples and active engagement. “If you are good, make sure ten other people are good!” Dr. Chandaria noted.
The event also featured remarks from Catherine Kola, Chairperson of KCB Foundation. According to Mrs. Kola, “our success as a business entity is a function of the well-being of the society in which we are are
APF Newsletter September 2016 • page 5 APF CONVENES IN NAIROBI
embedded. As Kenya’s oldest bank and the largest in the East African region, KCB acknowledges that there is a greater responsibility that comes with these strengths.” Mrs. Kola outlined the Foundation’s programmatic focus, activities and impact, including 2jiajiri (let us employ ourselves) programme to which KCB has committed Kshs. 50 Billion over the next five years.
Mwihaki Kimura, Senior Associate Director of the Rockefeller Foundation, provided insights into Rockefeller Foundation’s history and impact over the past 103 years. She also shared Kenya’s philanthropic history, emphasizing the impact of Mohamedally Rattansi, who started the Rattansi Educational Trust in 1956. According to her, “philanthropic action has not only contributed to making the world better but it has enabled innovation and change that we may never have witnessed.” She challenged the attendees to determine what they have to offer and why they are in the best position to engage, and also capture, recognize, measure and celebrate the philanthropic stories in Kenya.
In her final remarks, Mrs. Nwuneli encouraged more Kenyan philanthropists to join the APF and participate in its annual convening holding in Morocco on October 17–18, 2016. She noted that the theme for the 2016 meeting was “Taking Big Bets and Bold Steps,” and that it would explore the role of philanthropists in leading large scale change on the African Continent and seeking ways for greater impact beyond incremental steps.
Finally in her vote of thanks, Jane Mwangi, the director of the KCB Foundation, commended the work of Kenyan philanthropists and reiterated KCB Foundation’s commitment to collaborating with others to transform lives and communities in East Africa.
Rachel Gathoni, Ndidi Nwuneli, Catherine Kola, Manu Chandaria, Mwihaki Kimura, Jane Mwangi
APF Newsletter September 2016 • page 6 IF WE CANNOT COUNT IT, WE CANNOT CELEBRATE IT!
Evaluators love to say that if you can’t count it, it may as well have never happened. My reinterpretation is that if you can’t count it, we can’t celebrate it.
Today we are talking about how to use philanthropy to spur action towards inclusive development in our country. I would argue that in many ways we already do use philanthropy. BUT we don’t count it.
Across the street from us is the All Saints Cathedral which along its pews has recorded the names of people who gave generously towards the construction of that sanctuary. We see the same giving today that has set up temples, mosques, about every church I know of, school halls, school buses, you name it and we have built it through giving. We supported Kenyans through Kenyans for Kenya, Mwihaki Kimura and solved Jadudi’s treatment woes within 36 hours.
So in our surviving, we build our nation, come to the aid of others, and in essence built a better notion of what being Kenyan is. Isn’t that philanthropy? Our giving is real but unquantified, and therein lays our challenge. Because we don’t count it, we don’t celebrate it, and don’t appreciate how central philanthropy is to our way of life. It’s just that thing we do, supporting children to go to school, paying for harambees for medical, not arriving at a matanga or pre-wedding without a donation. These examples are our versions of philanthropic action.
I highly suspect that if we tallied our individual giving as well as our collective giving at a national level, we would be similarly taken aback. We are a nation of givers, in our own peculiar Kenyan way. We just may need some work to get to a place where we think of ourselves as philanthropists.
My call is for us to find a way to capture, recognize, and celebrate—within the confines of our “Kenyan-ness”—our own philanthropy story. From the change brought about by those who are major philanthropists to those more comfortable in the realm of usaidizi tu, our stories need to be told. In many ways, our version of philanthropy is an innate piece in the fabric of our Kenyan identity. We only need to recognize, measure, and collectively appreciate the powerful legacy of our philanthropic action.
Excerpts from Mwihaki Kimura’s Speech at the APF Breakfast Meeting in Nairobi, July 19, 2016
APF Newsletter September 2016 • page 7 DR. MANU CHANDARIA: LEAVING A LEGACY OF PHILANTHROPY
What inspired the creation of the Chandaria Foundation?
During my college days, I followed Mahatma Gandhi. I came to Mumbai for University in 1944 and was galvanized by Gandhi’s simple message: the wealth that you have is not yours — you are only the trustee of this wealth. When I enrolled for my Masters in Oklahoma in the United States, I was also greatly influenced by the impact of philanthropists who were making a difference in the lives of others.
After I graduated, my brothers and I came together, two of us from the United States and two from India, and we went to our parents and said “it is time to set up a Chandaria Foundation.” My father was really amazed by this. He said “we are not Rockefellers, we are not Ford, we’ve got a huge family to support and the economic base is so small. We have to focus on work and do not bother about a Manu Chandaria foundation.” But we argued for the creation of a foundation and we strongly believed that it was better to start thinking about it early in our entrepreneurial pursuits.
In 1956, when the company grew to certain a size, our parents came back and agreed to give 10% of the company to the foundation.
What was the vision for the Chandaria Foundation?
From the onset, we were committed to demonstrating that private companies could do good and do well. We wanted to inspire others to cultivate an attitude to giving — both in terms of their time, their intellect and their resources.
How do you define legacy?
I define legacy based on someone I heard who I am quoting now, “In life there are many successful people, but success is not enough, success must convert itself to some significance.” Unless success is turned into significance, that success will be totally forgotten. Legacy always remains for the people who went out of their way and did something good and not just one time, but the people who kept on doing good so that others will remember and say, “Yes, that’s the man.”
Today, when I walk on the streets people come and tell me, Mr. Chandaria I was the beneficiary of your scholarship, or of the university you built, or of the innovation center that you invented. People ask me why I did it and it’s because I know that I can touch their lives and I think there is nothing better than touching the lives of others.
Chandaria Business, Innovation & Incubation Centre at Kenyatta University, Nairobi
APF Newsletter September 2016 • page 8 PHILANTHROPY SHOWCASE
You can help yourself, you can look after yourself but touching the lives of others who have very little joy or future to look forward to, that is the meaning of significance and legacy.
Engaging the 2nd and 3rd Generation
I made a conscious decision to introduce my children and grandchildren to the concept of giving from young ages. They are all very involved in the Foundation.
Recently, my granddaughter who is still a teenager visited Kenya and decided to share her love for music with children in slum communities. Her decision to spend 2–3 days a week with these children, teaching them how to play musical instruments and playing along with them brought great joy to her and the community.
Why is APF so important in the African context today?
In Africa we need more talking to each other, convincing each other, making people understand that there is a need. Today, the needs are not defined. If six of us of similar thinking can get together, I believe that we can build a club of entrepreneurs and private sector people who could do something. I think there is the necessity of cross understanding and talking to one another.
What key advice would you give an aspiring or emerging philanthropist in Africa?
Think about your true source of happiness and you will discover that it is rooted in giving to others.
On a daily basis — inspire others to give through your personal example and active engagement. If you are good, make sure ten other people are good!
Chandaria Cancer & Chronic Disease Centre at the Moi Teaching and Referral Hospital, Eldoret
APF Newsletter September 2016 • page 9 2016 AFRICAN PHILANTHROPY FORUM: TAKING BOLD STEPS AND BIG BETS OCTOBER 16-18, 2016 | RABAT, MOROCCO
SPEAKERS MHAMMED ABBAD VALERIE DABADY PAULO GOMES SANDRA ANDALOUSSI LIVERANI Chairman MBANEFOOBIAGO Founder Manager Resource Paulo Gomes & Partners Founder and Artistic INJAZ Morocco Mobilization and External Director Finance Department EMMANUEL SMO Contemporary Art OLAJUMOKE ADENOWO African Development GYIMAHBOADI Founder and CEO Co-Founder and CEO Bank SUSAN MBOYA AD CONSULTING Afrobarometer President BITRINA DIYAMETT Coca-Cola Africa WALE ADEOSUN Founding Executive SAID IBRAHIMI Foundation Founder and Chief CEO Director Investment Officer Casablanca Finance City Science, Technology PAUL MBUGUA Kuramo Capital Managing Director and Innovation Policy Management UZODINMA IWEALA Eclectics International Research organization Editor-in-Chief ABDELMALEK ALAOUI (STIPRO) Ventures Africa DRISS ALAOUI MDAGHRI CEO and Founder Professor JANADE DU PLESSIS GUEPARD GROUP CHRISTOPHER JURGENS Chief Operating Officer / Director of Partnerships BONGIWE MLANGENI BRAHIM Entrepreneur USAID CEO BENJELLOUNTOUIMI Marang Global Capital Social Justice Initiative Senior Manager SOMI KAKOMA HISHAM EL ROUBY Musician BMCE BANK MINISTER AMINA Founder and CEO MOHAMMED ADRIENNE KARECKI AMINA BENKHADRA ETIJAH-Youth and Minister of the Regional Program General Director Development Consultancy Environment Director West, Central & ONHYM Institute Nigeria North Africa MAMADOU BITEYE MOULAY HAFID Mercy Corps MUSTAPHA MOKASS Managing Director Africa ELALAMY Founder Regional Office President and Founder MWIHAKI KIMURA Climate and Poverty ROCKEFELLER Saham Group MURAGURI Innovations Senior Associate Director FOUNDATION NAILA FAROUKY The Rockefeller TENDAI MURISA YAP BOUM II CEO and Executive Foundation Executive Director Regional Representative Director Trust Africa AFRICA EPICENTRE Arab Foundations Forum MATTHEW KUKAH Bishop ISAYVANI NAICKER KATHLEEN BURY ANTHONY FARR Chief Director CEO CEO AMMA LARTEY International Resources Africa Regional Director MOWGLI FOUNDATION Allan Gray Orbis Department of Science Reach for Change Foundation and Technology LEILA CHARFI TSITSI MASIYIWA Country Director ELENI GABRE-MADHIN ALMAZ NEGASH Founder and Co-chair TUNISIA YUNUS SOCIAL CEO Founder Higherlife Foundation BUSINESS Eleni LLC African Diaspora Network ELIZABETH TANYA CHINEZI CHIJIOKE ANNA GINN JOSEPH OGUTU Founder Senior Director MASIYIWA Chairman Advisor, Talent PIONEER ACADEMIES Philanthropy Safaricom Foundation The Synergos Institute Development and TONYE COLE Longterm Engagement JOSHUA OIGARA Founder Higherlife Foundation CEO Sahara Foundation Kenya Commercial Bank
APF Newsletter September 2016 • page 10 2016 AFRICAN PHILANTHROPY FORUM
SPEAKERS continued
OLUSEUN ONIGBINDE DK OSSEO-ASARE MARTIN SHORT ONYEKACHI WAMBU Co-Founder Co-Founder CEO Director BudgIT DSGN AGNC The Power of Nutrition AFFORD
UNA OSILI FRANCESCA PERRIN VUYISWA SIDZUMO ZOUERA YOUSSOUFOU Professor of Economics Founder Director - South Africa Managing Director and and Director of Research The Indigo Trust CS Mott Foundation CEO The Lilly Family School of Dangote Foundation Philanthropy MEHDI QOTBI NANA TWUM-DANSO Artist CEO and Founder MAZA
SUNDAY OCTOBER 16, 2016
CULTURAL SITE VISITS The Royal Palace (Dâr-al-Makhzen) Hassan Tower (La Tour Hassan) Mausoleum of Mohammed V Complexe Artisanal Oulja
Built in 1864 by Sultan Muhammad IV, the Royal Palace lies in the heart of Rabat. Walls surround the sprawling building, as it is the official residence of the King of Morocco.
MONDAY OCTOBER 17, 2016
TAKING BOLD STEPS ON GOVERNANCE growing at an alarming rate. While there is an urgent need for Good governance is critical for Africa’s rapid transformation. the continent to reverse these trends, a few social innovators While many countries have invested in reforms, progress has and philanthropists are leading this change by making big bets. been slow. This session is a panel comprised of thought leaders This session will showcase their work and explore steps to who are engaged in governance at the Federal, State/District deepen and extend their impact. and Local levels. They will examine the critical bold steps, both current and future, that are necessary to fast-track reforms in TAKING BOLD STEPS IN ENERGY AND CLIMATE CHANGE electoral, legislative, judicial and executive arms of government, Almost 600 million people in sub-Saharan Africa lack access build strong institutions, infuse transparency and accountability, to electricity. Most countries have an average grid access rate reduce waste and enhance the effectiveness and efficiency of of 20 percent, with only seven countries exceeding 50 percent. service delivery. Masses of people rely on kerosene stoves, lanterns, candles and battery-powered torches, alternatives that are low quality and MAKING BIG BETS IN AGRICULTURE AND NUTRITION expensive. They also foster pollution and are often hazardous. Africa remains a net importer of food, which translates to an Sadly, the emergence and proliferation of off-grid and mini-grid unsustainable future. At the same time, rates of malnutrition in solutions in most of the continent have been slow. Meanwhile, rural communities as well as hidden hunger in major cities are the potential for hydro, solar, wind, geothermal and gas to transform the energy landscape has yet to be tapped.
APF Newsletter September 2016 • page 11 2016 AFRICAN PHILANTHROPY FORUM
MONDAY OCTOBER 17, 2016 continued
The continent’s growing energy needs directly and indirectly THE ROLE OF RELIGION IN PHILANTHROPY exacerbate the urgent climate change realities Africa is facing. The average African places tremendous value on giving within With the 22nd session of the Conference of the Parties (COP the religious context. Christians are expected to “tithe” 10 percent 22) to the UNFCCC in Morocco just a few weeks after APF of their income to their church on a monthly basis. Muslims, as convenes, this panel presents a unique opportunity for African one of the Five Pillars of Islam, are required to pay “zakat” which leaders to explore the realities of climate change on the is typically valued as 2.5 percent of assets. Beyond the tithe continent and its impact on energy and livelihoods. Lastly, the and zakat, the religious faithful are encouraged to give gifts and panel provides a platform to examine the bold steps being charity to their religious leaders, community and those “in need.” taken by social innovators and investors to address the large These strong belief systems limit the engagement of wealthy energy gaps as well as efforts to mitigate or adapt to climate Africans in strategic philanthropy, which they often view with change on the continent. discomfort, given their primary obligations to their faith and the perceived public nature of grant-making. LUNCH: TABLE TALK JUST ONE CRAZY IDEA FOR TRANSFORMING AFRICA This panel will provide a unique platform for religious leaders to explore the role of religion in philanthropy, as well as the Each table will feature one social innovator who is transforming opportunities to change mindsets and raise awareness about Africa through a bold step or a big bet. While many people the important role that strategic philanthropy can play in consider their ideas as crazy or outrageous, there is already Africa’s future. a demonstrable and tangible impact. These innovators come from a range of sectors including agriculture, energy, education, PHILANTHROPIC INVESTMENTS IN ARTS AND CULTURE health, sanitation, housing and the environment. Africa has a rich artistic and cultural heritage, and has benefited Throughout this session, the innovators will share their from a renaissance in the music, movie, arts, fashion and culture unconventional ideas while the rest of the table participants landscape throughout the past decade. will have the opportunity to ask questions which will provide insights and feedback for partnering and scaling. This session will explore the pivotal role that philanthropy has played in fostering the growth and development of the arts and SUPPORTING ENTREPRENEURSHIP AND YOUTH culture landscape. Also, it will showcase the work and impact EMPLOYMENT IN AFRICA: A ROLE FOR INDIVIDUAL AND of a few individuals and groups in this landscape. Lastly, it CORPORATE PHILANTHROPY will highlight the big bets and bold steps that are required to preserve and sustain this momentum. Africa has 200 million people between 15-24 years old, giving it the youngest population in the world. Across the continent, THE PIVOTAL ROLE OF THE DIASPORA youth remain twice as likely to be unemployed as compared to their elders. Individual and corporate philanthropists are helping The African Diaspora in the United States and Europe is large to address this issue, as well as the related challenges concerning and growing. With significant economic and political influence, youth unemployment and underemployment, by supporting the Diaspora yearns for a stronger engagement with the entrepreneurship. This panel will look at lessons from three African continent in developing and implementing strategies for such initiatives that include: an Africa-wide effort to recognize widespread impact. This session will feature dynamic members and scale up entrepreneurs who are creating jobs, an effort in of the African Diaspora community who will share their the Middle East and North Africa to support youth volunteers personal experiences of engaging with the African continent. and social entrepreneurs, and another initiative in the MENA region that provides mentoring to entrepreneurs and leaders in overcoming personal and business challenges.
TUESDAY OCTOBER 18, 2016
SCIENCE & TECHNOLOGY INSTITUTIONS AS ENABLERS This session will examine the state of Africa’s Science and It is widely recognized that Africa needs more homegrown Technology Institutions with a focus on the bold steps and big solutions to some of its most pressing challenges. Critical bets that are being taken to revitalize this space. This is a unique prerequisites for a vibrant science and technology landscape opportunity for the panelists to outline key action steps for include strong educational and technical institutions, as well as creating strong institutions and linkages across the continent. market-driven research centers that actively partner with the private and nonprofit sectors to develop innovative solutions.
APF Newsletter September 2016 • page 12 2016 AFRICAN PHILANTHROPY FORUM
TUESDAY OCTOBER 18, 2016 continued
PHILANTHROPY—EMPATHY AND EVIDENCE BREAKOUT SESSION II: BUILDING A WORLD-CLASS With the emergence of more African philanthropists from the CORPORATE FOUNDATION business community, there is increased demand for evidence- This session will provide insights into the nuts and bolts of based funding linked to baselines and clear results. Great establishing a world-class corporate foundation, the pitfalls to personal stories and anecdotal evidence, though useful for avoid and the systems of structures required to manage market building empathy, are gradually becoming insufficient to ensure dynamics, achieve impact and ensure long-term viability. sustained commitment. BREAKOUT SESSION III: NUTS AND BOLTS OF VENTURE This session will explore the critical role that empathy PHILANTHROPY and evidence play in philanthropy. It will present practical approaches being utilized by African philanthropists to measure This session will provide insights into the mechanics of venture and report impact. philanthropy. It will introduce philanthropists to the necessary steps for identifying potential investment opportunities, ENGAGING THE SECOND GENERATION IN WEALTH conducting due diligence, as well as making, monitoring and CREATION AND PHILANTHROPY exiting investments. It will expose the challenges to venture philanthropy in the African context and the differences between This session will feature a philanthropist and their child this form of investment versus venture capital and private equity. regarding their personal journey of wealth creation and philanthropy. They will share their strategy for including the THE POWER OF CROSS-SECTOR PARTNERSHIPS IN second generation in building a culture and institutional PHILANTHROPY framework for philanthropy designed to outlive their direct involvement. Accelerating the transformation process on the African continent requires partnerships between philanthropists and NUTS & BOLTS WORKSHOPS those within nonprofit, private and public sectors. This session will showcase successful partnerships among philanthropists BREAKOUT SESSION I: BUILDING A WORLD-CLASS and across sectors including the value generated through FAMILY FOUNDATION them. More specifically, it will examine the roles of partnerships in reducing risks, enhancing credibility, the efficiency This session will provide insights into the nuts and bolts of and effectiveness of programs and scaling high-impact establishing a world-class family foundation, the pitfalls to interventions. It will also explore strategies for fostering more avoid and the systems of structures required to manage family partnerships within Africa, especially across multiple regions. dynamics, achieve impact and ensure long-term sustainability.
CULTURAL SITE VISITS Rue des Consuls Oudaias Kasbah Ibdaa Cooperative
Explore the 12th century Oudaias Kasbah, the city’s oldest quarter. Inside the fortress walls is a tightly packed, beautiful and tranquil neighborhood. It is home to the signature Moroccan whitewashed and blue-based buildings.
To request an invitation to the APF convening, Please check the Moroccan Foreign Ministry (http://www. please contact Meghan Kennedy at consulat.ma/an/prestation_for.cfm?gr_id=72&id=462”%20 \l%20) site to see if you will need a visa. If you do, it is critical [email protected]. that you apply for your Moroccan visa with the Moroccan Consular office closest to you as soon as possible and allow 3–4 weeks to get it.
APF Newsletter September 2016 • page 13 CREATING INCENTIVES: HOW DO WE GO FROM ‘ALLAH DEDUCTIBLE’ TO TAX DEDUCTIBLE?
The bottom line is that, apart from the priceless value placed on charitable giving within a religious context, there is little else to incentivise giving—strategic or other—in the Arab region.
Take Lebanon, for example: there are 18 waqf (endowment) laws that govern giving in the country, with one waqf per religious sect. However, there isn’t a single non-religious giving law for charitable donations that fall within a secular domain. This is a loophole, to say the least. In other cases, you would be hard-pressed to find a law or provision that allows for tax incentives to compel the average citizen, as opposed to a corporation or corporate foundation, to engage with the philanthropic sector in any substantive way.
There are two consequences of this reality that are worth noting for Naila Farouky their impact on the sector overall. Not only is there an immeasurable value placed on giving within a religious context, but also, in terms “Data counts, and is of Islamic giving (whether through zakat, alms or charitable giving, which is the third pillar of Islam and obligatory for believers; sadaqa, valuable far beyond the benevolence or voluntary giving, which differs from zakat in that it is numbers alone. When not obligatory; or waqf, loosely translated as endowment), there is a higher value placed on giving when it is more anonymous. Essentially, you don’t own your the flaunting of one’s generosity and charity is discouraged and that, data, you don’t own your in turn, negates the need for any incentive, tax or other, since God alone is deemed incentive enough. In and of itself, this isn’t necessarily narrative; and when you a bad thing, but in the context of designing a more strategic, less ad don’t own your narrative, hoc model of giving and targeted community development, it does not help encourage progress. Rather, it obfuscates it further. Consequently, you cannot tell your own nothing is done to mitigate the duplication of efforts on the ground, story, which means that there is no accountability between donor and recipient, and it is difficult to measure impact, since it’s almost impossible to trace the someone else will tell trajectory of money given.
your story for you.” The effect of this on the sector in the region is that if you can’t formally map the giving, you can’t effectively identify the gaps and needs. And if you can’t do that, you can’t design a sector that addresses the most pressing needs of the society it intends to serve. Ultimately, this means that the potential power and impact of philanthropy will not be realised in the long term. The lack of data in the Arab region is egregious. More importantly, local, Arab-sourced and Arab-owned data is practically non-existent. In general, and with glaringly few exceptions, Arab institutions and funders don’t fund research. We don’t invest in longitudinal studies and we don’t invest in forensic analyses of our region, which would be critical in helping us
APF Newsletter September 2016 • page 14 CREATING INCENTIVES to determine our vision and future; and for vision, we should be thinking in terms of multi-generations, rather than in the ten-year increments that we’re apt to do. From the perspective of allowing a philanthropic and civil society sector to thrive, this is catastrophic. Data counts, and is valuable far beyond the numbers alone. When “... there is a higher value you don’t own your data, you don’t own your narrative; and when you don’t own your narrative, you cannot tell your own story, which means placed on giving when that someone else will tell your story for you. It doesn’t take too much it is more anonymous. to see how dangerous this can be. We need to create an awareness of the value of this data throughout the region and, as a sector. We Essentially, the flaunting need to begin making the investment in aggregating, analysing and of one’s generosity and publishing data, with a view towards reaping the benefits of that investment over the long-term. charity is discouraged
Somewhere between the value of ‘giving for God’ and ‘giving for and that, in turn, good’ lies the balance of creating an incentive-based model of giving negates the need for that doesn’t need to forego tradition, but also isn’t hindered by the drawbacks of that tradition, namely, the inability to create a more any incentive, tax or sustainable, strategic model of giving in the long run. other, since God alone Source: http://civicus.org/images/SOCS2015_ESSAY7_TrendsInPhilanthropy.pdf is deemed incentive Excerpt from Trends in Philanthropy in the Arab Region: Beyond a Charity-Based enough.” Model – Naila Farouky, Arab Foundations Forum, State of Civil Society report 2015: Guest Essay
APF Newsletter September 2016 • page 15 SPECIAL PREVIEW OF THE APF TOOLKIT FOR AFRICAN PHILANTHROPISTS
The African Philanthropy Forum (APF) Toolkit for African Philanthropists will be released at the APF Conference on October 17-18 in Rabat Morocco.
Intended to equip African philanthropists with the information, knowledge and skills to enhance the effectiveness, efficiency, impact and scale of their interventions, this practical handbook will include information, short case studies, steps and questions. Leading experts, practitioners and philanthropists are contributing chapters to this toolkit, either in their personal capacity or as representatives of an organization. It is being edited by social entrepreneur and APF Director, Ndidi Okonkwo Nwuneli.
CHAPTERS:
CHAPTER 1: THE ROLE OF PHILANTHROPY directly with end beneficiaries. It also explores the range of legal structures available to philanthropists and models This chapter makes a strong case for philanthropy that have been utilized by existing foundations on the and its role in the African landscape. It explores the Continent. The chapter explores the allocation processes - role of philanthropy as flexible and patient capital and including one-time gifts or percentage of annual profits, as a long term investment. It will explore the ability of well as other options to enable the foundation to function philanthropists to invest in innovation; support leaders effectively and survive generations. It also delves into and give them room to build on their ideas; take risks and the grant making process, including the nuts and bolts of make experimentation possible; and facilitate partnerships giving systematically. among sectors and different actors.
CHAPTER 5: GOVERNANCE & MANAGEMENT CHAPTER 2: PHILANTHROPY AND PERSONAL VALUES • Governance: This section explores the process for identifying and engaging board members, family This chapter explores the motivations of philanthropists members, terms of service, benefits, roles and and the strong link to the individual’s values. It includes responsibilities, the roles of committees, conflicts of case examples of 3-4 African philanthropists (or interest and other issues that limit board involvement. philanthropic families) who have aligned their giving It also addresses how a founder can effectively engage philosophy with their values. to enable the board to function, in addition to the need CHAPTER 3: DETERMINING WHAT TO GIVE to allow for rotation and decision making processes to AND TO WHOM ensure that decisions are made based on the systems and structures established by the board and not based Most wealthy Africans are inundated with unsolicited on personal sentiments. requests for support on a daily basis. This chapter explores the steps for determining what to support • Management: This section explores best practices for such as, the sectors of focus, the type and forms of setting up and managing a dream team to support the intervention in these sectors, the geographic focus, target process of giving. It includes options for organizational beneficiaries, desired impact and theory of change. structures, the role of the executive director versus program staff. It also explores the ideal relationship CHAPTER 4: HOW TO GIVE AND THE PROCESS OF between the ED and the Founder, including managing GIVING the founder syndrome.
This chapter enables philanthropists to determine whether or not to establish a personal, family or corporate foundation, or a trust that provides grants to other stakeholders versus an operating foundation that works
APF Newsletter September 2016 • page 16 SPECIAL PREVIEW OF THE APF TOOLKIT
CHAPTER 6: MANAGING FINANCIAL ASSETS AND stakeholders but struggle with how to balance this with INSTITUTING CONTROLS their desire to remain relatively invisible. This section explores this delicate balancing act and outlines the • This chapter explores the role of endowments and required skills and steps for developing provides steps for establishing, structuring, managing and utilizing an endowment. It also explores the steps CHAPTER 8: SCALING THROUGH PARTNERSHIPS for effectively engaging in venture philanthropy. Beyond endowments and venture philanthropy, the chapter • Partnerships are critical for large scale impact. also explores other strategies for managing financial Philanthropists often have to work with other and non-financial assets to maximize the availability philanthropists and key actors in the public, private and of resources. It also provides some foundational nonprofit sectors. This chapter exposes philanthropists knowledge of managerial accounting and financial to the benefits of partnerships and steps for establishing oversight, and an understanding of key metrics to partnerships with key actors. determine the financial health and sustainability of a CHAPTER 9: LEAVING A LEGACY foundation. • Succession and Engaging the Second Generation: This CHAPTER 7: MAXIMIZING IMPACT section exposes philanthropists to best practices in • Measuring and Reporting Impact: This section succession planning and the steps for engaging second explores the importance of M & E, the use of baselines, and third generations, especially in the case of family and steps for instituting systems and structures for foundations. tracking and reporting impact. It also considers the • Ethics & Philanthropy: This section explores the issue of role of technology in enhancing the effectiveness and accountability, beyond legal reporting requirements. It efficiency of philanthropy, including an overview of low explores what philanthropists are accountable for and to cost solutions to measure impact. It provides exposure whom. It considers if they have a duty of self-imposed to best practices and case studies as well as tools for M standards of excellence, monitoring and impact, and the & E. often ignored unintended consequences of their actions • Knowledge Management: This section outlines some or inactions. It also explores their role as mentors and steps for building a learning culture and processes for role models and the need to reassess their moral and learning from successes and failures. ethical role given the power that they often wield.
• Branding & Communications: Increasingly, • Managing Risks: This section explores the risks philanthropists recognize the importance of sharing associated with serving as a philanthropist and steps for the impact of their work with a broader range of proactively assessing risks and managing them.
APF Newsletter September 2016 • page 17 CHAIR IN AFRICAN PHILANTHROPY: PRESS UPDATE AUGUST 2016
Thursday 10 March 2016 saw the announcement of an academic Chair in African Philanthropy as a ‘First for the Continent’. Africa brings to humanity a deeply rooted and crucial culture of gifting that is essential for how a society works. As the original press release noted, this is a common practice amongst all socio-economic groups everywhere. According to a 2025 survey on giving by the Charities Aid foundation, Kenya sits at 11th place on the world’s 20 most generous nation’s and there are no less than five African countries in the top 10 countries list for helping out a stranger. And, as Africa continues to show progress in generating higher economic growth and development, there has also been a rapid increase in gifting on a larger, more formal scale.
With these positive dynamics come concerns about governance, strategy, quality, ethics and adequate availability of competent people, issues that are either poorly understood or suffer from insufficient investment. The Chair in African Philanthropy is a structural remedy to this situation.
The initiative is dedicated to expanding the knowledge, professionalising human resources and increasing the effectiveness of practical applications of ‘giving back’ by individuals, communities, businesses, foundations, trusts, non-governmental, faiths, Diaspora and others dedicated to sustainably improving the population’s well-being. The approach to doing so is African-centred in its work, in its sources of learning and in sharing local experiences and innovations with the wider world.
What has happened since March? Guided by a pan-African participatory process, the Chair is making progress on four fronts.
One is a formal process of accreditation of a Master of Management in African Philanthropy, allied to Executive Education offerings. Commencing in 2018, and set up as block teaching programme taking three months, the Master’s degree will have four core courses and seven elective options spanning a range of professional and practical specialisations. While yet to be finalised, core courses will be: The Basics of African Gifting and Philanthropy; Organisation and Management; Resourcing; and Measuring Performance. A number of electives will serve different stakeholders’ needs. Examples are: advisers to private wealth and corporate social investment; community gifting practices; community foundations; gifting and the sustainable development goals (SDGs); public policy and law, etc. A student will select three.
Another effort is designing a programme of research which will build the content and evidence base for teaching, learning and hands on skills. In collaboration with the Partnership for African Social and Governance Research (PASGR) a research programme will be debated and defined at a meeting to be held in Nairobi in December this year. An associated feature of evidence building is writing up case studies that show the real life of gifting on the Continent in all its various forms: their achievements problems, dilemmas and solutions. This method is tied to a third area of work-in-progress, collaborative outreach.
APF Newsletter September 2016 • page 18 CHAIR IN AFRICAN PHILANTHROPY: PRESS UPDATE AUGUST 2016
A third direction of progress is an ongoing market According to a 2025 survey to help determine the best business model for survey on giving by the the Chair’s viability. Charities Aid foundation, The Business School realises that potential students and entities interested in Executive Education are unlikely to be similar to Kenya sits at 11th place those enrolled in other Master’s programmes and paying for other on the world’s 20 most knowledge and professional services. The second half of the year will see a process designed to work out how to make the Chair’s generous nation’s and economics work for diverse client groups and stakeholders. there are no less than A fourth effort is exploring working relationships five African countries with African entities, such as Trust Africa, the African in the top 10 countries Philanthropy Forum (APF), the African Philanthropy list for helping out a Network (APN), The African Association of Business Schools (AABS), co-founder The Southern Africa Trust stranger. and others interested in contributing to this exciting initiative. Collaboration and inclusion of the continent’s diversity are watch words driving this outreach. However, these more visible actors on the Africa Philanthropy stage are only part of the story of what is happening. An active search is on for cooperating with others interested in and committed to advancing this critical contribution to Africa’s development. Invitations are open to those willing to engage in a conversation about working together.
APF Newsletter September 2016 • page 19 AFRICAN PHILANTHROPY FORUM MEMBERSHIP
Join a growing community of Africa’s strategic philanthropists and social investors. The African Philanthropy Forum has several membership options for individuals, foundations and grant-making institutions.
REGIONAL MEMBER: $5,000 GLOBAL SUPPORTING MEMBER: Regional Members are leaders in a family, corporate and $25,000+ (Exact amount varies by private foundation interested in belonging to APF only. foundation size)* Members contribute to the growth and development of Global Supporting Members represent private foundations, the APF and help shape and build an African philanthropic corporate foundations and grant-making institutions that community. Members will have the opportunity to work support the mission and objectives of APF and GPF and alongside other leading philanthropists dedicated to the wish to contribute to and engage in the building of an growth and development of a homegrown philanthropic African and Global philanthropic community. By joining community. as a Global Supporting Member, an organization joins its Regional Member benefits also include: peers to strengthen strategic • Complimentary admission to the APF conference for one In addition to the Member benefits, Global Supporting representative. Member benefits include:
• Complimentary admission to other APF events • Invitation to join the APF and GPF Steering Groups and throughout the year. the ability to help shape both conferences.
• Guaranteed invitation to attend GPF at a discounted • Complimentary admission for two representatives in price. each the APF and the GPF annual conferences.*
• Opportunities to connect with donors with shared • Visible branding in all APF and GPF materials, at the interests and to explore co-funding opportunities with respective conference venue, on the website and other other funders and grant makers. collateral materials. • Complimentary admission to other APF and GPF events GLOBAL MEMBER: $10,000 throughout the year.
Global Members are leaders in a family, corporate or • Opportunities to be matched with donors with shared private foundation interested in belonging to APF and interests and to explore co-funding opportunities with GPF. Members contribute to the growth and development other funders and grant makers. of both APF and GPF. Members will have the opportunity * Additional complimentary seats to APF and GPF to work alongside other leading philanthropists dedicated Conferences, depending on funding levels above to the growth and development of a global philanthropic $25,000. community. Global Member benefits include:
• Complimentary admission for one representative in each the APF and the GPF annual conferences.
• Complimentary admission to other APF and GPF events throughout the year.
• Opportunities to be matched with donors with shared interests and to explore co-funding
APF Newsletter September 2016 • page 20 AFRICAN PHILANTHROPY FORUM MEMBERSHIP
CONFERENCE SPONSORS: $50,000+ FOUNDING MEMBER: $150,000+ Conference sponsors represent individuals, companies and Founding Members represent individuals, as well foundations that support the APF Conference, enable a as private foundations, corporate foundations and diverse group of speakers to be represented, contribute to grantmaking institutions that are committed to building its outreach and welcome its members. APF and making an early investment in its long-term growth. Benefits for sponsoring individuals and organizations include: Founding Member benefits include:
• Complimentary admission for 4 representatives to • Opportunity to be recognized as a founding member of the APF Conference and the following GPF annual APF and serve as a core group member with the ability conference. to shape its growth and impact.
• Visible branding in all APF materials, at the conference • Invitation to join the APF and GPF Steering Groups and venue, on the website and other collateral materials. the ability to help shape both conferences.
• Attribution of specific conference segments to sponsors. • Complimentary admission for three representatives in each the APF and the GPF annual conferences. • Complimentary admission to other APF and GPF events throughout the year. • Visible branding in all APF and GPF materials, at the respective conference venue, on the website and other • Opportunities to be matched with donors with shared collateral materials. interests and to explore co-funding opportunities with other funders and grant makers. • Complimentary admission to other APF and GPF events throughout the year.
• Opportunities to be matched with donors with shared interests and to explore co-funding opportunities with other funders and grant makers. interests and to explore co-funding opportunities with other funders and grant makers.
Membership is renewable on an annual basis and is open, upon application, to individual donors and social investors, as well as to leaders of private and corporate foundations and grant-making institutions on the African Continent. Complimentary admission for individuals to APF and GPF is not transferrable. Complimentary admission to APF and GPF for foundations and social investing organizations are limited to Principals, Executives, Directors and Trustees.
Prospective Members may initiate a conversation with APF Director, Ndidi Nwuneli to determine their appropriate level of membership and engagement. She may be reached at [email protected] or +234 803 355 1855.
Non-African individuals and organizations should refer to the GPF membership guidelines at: https://philanthropyforum.org/community
APF Newsletter September 2016 • page 21 We gratefully acknowledge APF funders: United States Agency For International Development; Higherlife Foundation; The MasterCard Foundation; Anonymous; Rockefeller Foundation; The OCP Foundation; Dangote Foundation; James Mwangi, Equity Bank, the World Affairs Council and the Ford Foundation.
The Global Philanthropy Forum is a project of the World Affairs Council of Northern California.
CONTACT INFORMATION:
Ndidi Nwuneli Director, African Philanthropy Forum [email protected] +234 803 355 1855
Suzy Antounian Chief Operating Officer, World Affairs [email protected] +1 415.293.4625