Strategic Philanthropy

This module invites participants to investigate the diversity of grant-making foundations (family-led foundations, institutional foundations, corporate giving programmes, regranting entities, umbrella foundations, etc.). It will showcase how to translate motivations and societal aspirations into coherent philanthropic initiatives and question what may limit a foundation’s latitude to operate strategically. It will further explore different approaches to creating value and review recent trends and developments in the practice of philanthropy, such as investing in organisational development, adopting grantee-led approaches, working through funders' collaboratives, and the need for evidence-based interventions.

According to the purpose of the philanthropic organization and the country in which it is based, legal possibilities for structure and tax aspects can vary. This module considers 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. Tax, governance, and financial restrictions or requirements are also covered, along with Swiss and EU data protection regulations, as well as anti-money laundering and sanctions-related obligations.

How can philanthropic foundations and investors know if they are both having the impact they hope for and investing strategically? How can they collect evidence, learn and adapt, and communicate effectively about their impact to others? Developing a strategy and understanding how to measure its effectiveness is a requirement in today’s philanthropic activity. In this highly practical module, participants will learn how organisations can evaluate their impact, learn from experience and use evidence and insights to inform their decisions. This module introduces participants to planning, learning and evaluation in philanthropic strategies and initiatives. Participants will learn about different evaluation approaches and how to select the most appropriate ones depending on the context, purposes, and available resources. They will also use planning tools and frameworks such as results frameworks, theory of change and theory of philanthropy and will be introduced to the concept and tools of emergent learning. They will understand the importance of strategic learning and how it can increase the organisation’s effectiveness and programme quality.

The Inclusive Leadership and Governance course focuses on equipping participants with actionable strategies to lead with inclusive governance in the philanthropic sector. As the sector faces global challenges, strong leadership and effective governance are essential to drive social change. This course emphasizes the role of inclusive leadership in fostering collaboration, ensuring accountability, and empowering diverse voices, while also highlighting the importance of stewardship in managing resources for long-term impact. Participants will learn how boards and staff can work together effectively, ensuring the well-being of both teams and beneficiaries. Key topics include inclusive decision-making, ethical leadership, power dynamics, stewardship, and creating a culture of accountability. Through case studies and practical frameworks, you'll gain the tools to lead philanthropic organizations that are more inclusive, equitable, and impactful in achieving lasting social change.