CAS Operational Philanthropy
PeriodMarch 2022 - August 2022
CAS: CHF 7'500.-
Single module: CHF 2000.- (2 ECTS credits) / CHF 3000.- (3 ECTS credits)
Early bird: 10% discount
- 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
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
- 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
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, Danièle CASTLE, Genevensis Communications
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.
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.
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.
In an increasingly connected world, partnerships, networks and collaborations are essential to garnering funds and in-kind contributions. This module will focus on donor grantee relationships and understanding grantees needs. It will also cover principles for online (crowdsourcing, etc.) and offline (door-to-door, campaigning, legacy, etc.) fundraising. It will also explore how to complement for-profit activities to raise funds for non-profit operations and how to integrate new business models within non-profits. This module will examine different collaborations, partnership and network models that facilitate impact. It also looks at new and innovative models to build sustainable partnerships, both in kind and financial, between privates and also private and public (PPPs) to further philanthropic action.
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.
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.
To complete the DAS participants will have to complete a final project.
Hybrid : In-person and online/distance learning
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)
- 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
- 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
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
Fridays and Saturdays 09:00 to 17:00 and online