DAS Strategic and Operational Philanthropy 2021

New deadline to send us your application: July 15th

Information

Period

September 2021 - August 2022
36 ECTS credits
176 Teaching hours
80 Distance teaching hours
256 hours of teaching, 534 hours of personal work, 50 hours for final project

Language

English

Format

Blended learning

Contact

Giuseppe UGAZIO, Danièle CASTLE, or Laetitia GILL
philanthropy-gsem(at)unige.ch

Location

Uni Mail

Registration

Early bird deadline

31 March 2021

Registration deadline

31 May 2021
Modules can be followed individually

Fees:

DAS: CHF 14'000.-

Single module: CHF 2000.- (2 ECTS credits) / CHF 3000.- (3 ECTS credits)

Early bird: 10% discount

Objectives

  • Understand philanthropy from a systemic perspective
  • Become equipped to master the complex, multifaceted context of contemporary Swiss and international philanthropy
  • Learn about the principles, best practices and key strategic elements to set up and run a structured and professional philanthropic organization

Audience

The programme is designed for mid-level professionals involved in philanthropy in Swiss-based philanthropic organisations, corporate philanthropy and family offices, as well as those interested in pursuing a career in philanthropic organisations

Learning outcomes

At the end of the programme participants will be able to:

  • Understand and master the knowledge of conceptual philanthropy frameworks as well as differences between private and corporate philanthropy
  • Use strategic and operational tools within their own professional philanthropic fields and evaluate their results
  • Understand operational imperatives of philanthropy to successfully put them into practice with particular attention to the SDGs
  • Develop a philanthropic strategy in line with their organisation’s mission and general objectives
  • Know how to operationalise a strategy from the selection and contracting of projects, through monitoring to the evaluation results
  • Develop skills needed to successfully develop partnerships, with both the public and private sector as well as the essentials of fundraising and fund management
  • Understand both funding and funder sides of philanthropy

Programme

Modules 1-6: CAS Strategic philanthropy

  • Module 1: Introduction to philanthropy and social investment
  • Module 2: Defining a coherent philanthropic project, in light of the Foundation’s context of creation
  • Module 3: Leadership and Diversity
  • Module 4: Managing for Impact: Evaluative measures and practices to understand and assess ‘impact’ in the context of the SDGs and ESG
  • Module 5: Selecting and Managing philanthropic projects
  • Module 6: Legal structuring of philanthropic projects and relevant financial, governance, and tax parameters
     

Modules 7-12: CAS Operational philanthropy

  • Module 7: Human-centric resources structures and processes for philanthropic performance
  • Module 8: Philanthropic Financial Management and Accountability
  • Module 9: Interacting with regional philanthropic realities 
  • Module 10: Partnership Development and fund management 
  • Module 11: Effective Communication and Negotiation
  • Module 12: Trends in Philanthropy: SDGs, Innovation, Systems Change, Technology, and your Role in the Future of Philanthropy

Final project

Director(s)

Prof. Giuseppe UGAZIO, Geneva School of Economics and Management (GSEM) and Geneva Finance Research Institute (GFRI), Laetitia GILL, Geneva Centre for Philanthropy (GCP), University of Geneva and Danièle CASTLE, Genevensis Communications

Coordinator(s)

Benoît MOGET, University of Geneva

Partnership

Genevensis Communications
CAS/DAS Philanthropy 2021
The philanthropic sector is evolving rapidly in an increasingly complex world. This interdisciplinary course merges traditional approaches to philanthropy with unconventional perspectives. You will acquire state-of-the-art knowledge, models and best practices to successfully achieve your goals.

Fee

2000 CHF

Speakers

Giuseppe Ugazio, Assistant Professor Geneva Finance Research Institute and GSEM - UNIGE

Description

This module provides participants of different professional, educational and cultural backgrounds with a common analytical and conceptual framework which includes an introduction to philanthropy. It examines what the drivers of philanthropy are, what professionalisation of philanthropy entails and the differences between social investment and philanthropy. This module will also span private/family philanthropy, corporate philanthropy, operating foundations, community foundations, social investment and the creation of public-private partnerships (PPP). It will also introduce new models of philanthropy and finance.

Planning

8 hours in class; 8 hours online; reading up at home 34 hours

Fee

2000 CHF

Speakers

Karin Jestin Strategic Philanthropy Advisor and Founder, Philanthropic & Humanitarian Initiatives (PHI)

Description

This module prepares participants to address the most essential questions when setting up a philanthropic organization. It will showcase how to translate personal motivations and philanthropic ideals into actionable principles defining the essence of a philanthropic organization. We will distinguish different types of philanthropy, such as family-led foundations, corporate giving or regranting entities, among others. We will address questions such as: what are the key dimensions which need to be orchestrated for a coherent philanthropic project, what are different approaches to deliver impact, and what are the defining factors to build a foundation’s strategy.

Planning

8 hours in class; 8 hours online, reading up at home 34 hours

Fee

3000 CHF

Speakers

Laetitia Gill, Executive Director Geneva Center for Philanthropy

Description

For philanthropic organisation to reach their objectives with minimum operating expenses and with the understanding that engaged employees deliver higher performance, they must ensure that employees are engaged and active as well as to have an effective board. This module explains the levers that enable leaders to motivate teams and reassure donors. Understanding what leadership means to different generations, how leadership selects diverse teams, how to mobilise and motivate teams, members and volunteers and how to manage in complex situations are all part of this course. As board/staff interaction when badly managed can be deleterious to a philanthropic venture, this module also examines how philanthropic boards and staff interact most effectively. Finally, how to integrate ethics and what ethics means for a philanthropic leader is also part of the module.

Planning

16 hours in class; 8 hours online, reading up at home 51 hours

Fee

3000 CHF

Speakers

Zenda Ofir, Honorary Professor, School of Public Leadership, Stellenbosch University, South Africa

Description

Developing a strategy and understanding how to measure its effectiveness is a requirement in today’s philanthropic activity, as more and more organisations compete for money and attention. In this module participants will learn how organisations evaluate their impact and what theories of impact measurement exist, beyond simply fixing strategy, objectives and outcomes. Participants will learn to set up their organization’s “theory of change”, understand the differences between inputs, outcomes, outputs, and impact, and how to measure each of these. They will learn about logical frameworks and other tools that organisations use. This module also covers the unintended (potentially negative) consequences of philanthropic interventions.

Planning

16 hours in class; 8 hours online, reading up at home 51 hours

Fee

3000 CHF

Speakers

Raphael Cohen, GETRATEX SA

Description

A rigorous selection of projects in line with the vision and strategy of the organisation is the best way to ensure efficiency and to maintain donor trust. This module therefore looks at a strategic and structured assessment of benefits, risks, collateral efforts and key success factors of each project. We examine how to distribute and coordinate resource allocations across projects, strategies for maximizing complementarity between projects, and effective project management. It will include best practices in working with grantees, acknowledging the power dynamic of the funder-donor relationship, using trust and relationship building. The module also proposes monitoring and evaluation tools adapted to different sectors of philanthropy e.g. health, education, poverty reduction, as well as sourcing opportunities, such as using open applications, call for proposals, invite-only etc.

Planning

16 hours in class; 8 hours online, reading up at home 51 hours

Fee

3000 CHF

Speakers

Giulia Neri Castracane, Law School UNIGE

Description

According to the purpose of the philanthropic organisation and the country in which it is based, legal possibilities for structure and tax aspects will vary. This module will consider available Swiss, European and international philanthropic legal structures, and will focus on those structures available under Swiss law. These range from traditional single purpose forms (foundations and associations) to hybrid (profit/non-profit) models. Innovative contract-based solutions, such as public-private partnerships (PPPs) and impact bonds will also be presented. Tax, governance and financial-related restrictions and/or requirements will be addressed when reviewing the various possible structures.

Planning

16 hours in class; 8 hours online, reading up at home 51 hours

Fee

3000 CHF

Speakers

Vindou Duc, The Next Step

Description

As many Swiss foundations are small, and often friends and family are co-opted, this module provides the know-how to structure the organisation to assess required skills, develop a staff growth plan and put into place policies, that are coherent with the overall philanthropic vision and mission and strategy. This module will examine human resources management, needs assessment, running volunteer teams, multi-country staff and multicultural settings in respect with the values and culture of the institution. Ensuring that learning and development is happening at all levels of the organization. It will examine Swiss staffing laws and practices and draw general guidelines for international staff and give the tools to develop and enhance the team leadership and performance. It will also address motivating and maintain volunteers.

Planning

16 hours in class; 8 hours online, reading up at home 51 hours

Fee

2000 CHF

Speakers

Karina Vartanova, world council of churches

Description

This module will cover basic financial management principles as well as how to create budgets, monitor and control spending, creating financial statements and GAAP compliance. It will include information on the structure of the financial planning and management of the foundation, depending on the structure of a foundation (is it a foundation managed into perpetuity or one that is in spend-down?), on how finances are managed and invested (In-house, with asset managers or as part of holdings in a company?), and on the region of activity of the organization (does it operate nationally, cross-border, both?). It will also deliver the means to estimate the sustainability and level of agreement between the mission of a foundation and its investments.

Planning

8 hours in class; 8 hours online, reading up at home 34 hours

Fee

3000 CHF

Speakers

Gul Rukh Rahman, ERFIP

Description

Philanthropy is frequently operating internationally interacting with very diverse geographies, cultures, societies, and traditions. These are often very different from the backgrounds of organizations board members, project managers, and decision makers. To successfully and ethically develop projects across borders and cultures, philanthropic organizations need to build solid relations with local entities, such as grass root movements or local NGOs. In this module we focus on strategies to involve and listen to these local entities in the project planning of organization and analyses to anticipate potential unintended consequences. This module further looks at the current debate on the legitimacy of philanthropy, which results by well-intended but poorly planned cross-border philanthropic initiatives. We will also learn how to plan and develop advocacy strategies to engage with local governments and NGOs (including potentially illegal organizations) tailoring these to local traditions and customs, discussing the limitations of a one-size fits all advocacy.

Planning

16 hours in class; 8 hours online, reading up at home 51 hours

Fee

3000 CHF

Speakers

Armelle Armstrong, Human Rights Watch

Description

In an increasingly connected world, partnerships and collaborations are essential to garnering sustainable contributions. This module will focus on donor grantee relationships, moving away from money-centered fundraising towards a new model of fundraising, collaborative and transformational, leading to sustainable financing. The goal is to position the fundraising professionals as leaders who facilitate the philanthropic process and make change possible. It will cover practical topics, such as the sourcing of philanthropic partners, principles for online and offline fundraising and resources needed to raise funds. It will also explore how to create, develop and nurture long-term relationships that facilitate impact. The module will provide a solid grounding in fundraising principles and practice and enable the participants to design their own exhilarating fundraising strategy

Planning

16 hours in class; 8 hours online, reading up at home 51 hours

Fee

3000 CHF

Speakers

Melissa Davies, Olivier Soret

Description

In a world where organisations compete for attention, communications fulfil vital roles in raising awareness of issues and solutions, attracting staff and volunteers, and donors. Understanding how to target specific audiences and craft meaningful messaging and campaigns are a key part of having visibility and reach. This is particularly relevant for organizations whose current projects are frequently international and involve different cultures, geo-political landscapes and religions. In these scenarios is where the legitimacy of philanthropy and of its effectiveness is most likely to be questioned. This module delivers key insights for achieving effective communication, considering, among others, audience segmentation, messaging, and storytelling. Here we focus on effective communications both online and off-line. Finally, this module discusses how to leverage diversity and cross-cultural settings looking at techniques for conflict resolution and strategies for negotiations with other stakeholders to build successful partnerships.

Planning

16 hours in class; 8 hours online, reading up at home 51 hours

Fee

2000 CHF

Speakers

Silvia Bastante de Unverhau, Chief Philanthropy Officer, co-impact

Description

This module introduces the SDGs and discuses key trends in philanthropy, looking at the role of philanthropic organizations in funding innovation, systems change and leveraging technology (e.g., artificial intelligence). It also covers emerging trends in philanthropy (e.g. growth, activism, collaboration, new models, diversity inclusion) and how philanthropy is practiced differently around the world. The module will help you understand the motivation and drivers of philanthropists and foundations and develop your own role influencing the future of philanthropy.

Planning

8 hours in class, reading up at home 17 hours

Assessment

Depending on the module, different evaluation methods will be used from analyses of case-studies, writing of reports, and more traditional multiple-choice exams.
To complete the DAS participants will have to complete a final project.

Pedagogical method

Hybrid : In-person and online/distance learning

The philanthropic sector is evolving rapidly in an increasingly complex world. This interdisciplinary course merges traditional approaches to philanthropy with unconventional perspectives. You will acquire state-of-the-art knowledge, models and best practices to successfully achieve your goals.

Admission criteria

A minimum of three years professional experience is required, a bachelor’s degree or equivalent and English proficiency.

Participants without responsibilities in philanthropy may be admitted on the basis of other comparable and relevant experiences:

  • Family office philanthropy managers
  • Managers in philanthropic giving organisations
  • Managers in organisation who receive philanthropic giving
  • Project managers
  • Operational and strategic foundation managers
  • Social entrepreneurs
  • People desirous to enter the field of philanthropy
  • Wealth managers interested in integrating philanthropic instruments to their (sustainable) investments portfolios (e.g. blended finance)

Steering committee

  • Professor Giuseppe Ugazio, Edmond de Rothschild Foundations Chaired Assistant Professor in Behavioral Philanthropy; Geneva School of Economics and Management (GSEM) / Geneva Finance Research Institute (GFRI)
  • Laetitia Gill, Executive Director, Geneva Centre for Philanthropy (GCP)
  • Danièle Castle, Founder,Genevensis Communications

Scientific committee

  • Helen Alderson, Head of Regional Delegation to the UK and Ireland International Committee of the Red Cross (ICRC)
  • Cheryl Chang, Chief of Staff, Oak Foundation
  • Alexandre Epalle, General Director of Economic Development, Research, and Innovation of the Republic and Canton of Geneva
  • Aline Freiburghaus, Director Romandie at SwissFoundations
  • Thierry Renaud, Director, Impact and Sustainability, MAVA Foundation
  • Isabella Ries-Bowman, Partnership Manager,World Economic Forum (WEF)

Number of participants

Max. 25 participants

Detailed fees

14000 CHF for the DAS, 7500 for each CAS, 2000 CHF for 2 ECTS modules and 3000 CHF for 3 ECTS modules. 10% early bird discount before March 31 2021

Schedule

Fridays and Saturdays 09:00 to 17:00 and online

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