Overview
Objectives
- Master the complex, multifaceted context of contemporary Swiss and international philanthropy
- Understand philanthropy from a systemic perspective
- Learn about the principles, best practices, and key strategic elements to set up and run a structured and professional philanthropic organisation
Audience
Learning outcomes
At the end of the programme participants will be able to:
- Understand and master conceptual philanthropy frameworks along with novel financial instruments with special consideration of the U.N. SDG agenda 2030 and ESG metrics
- Develop an effective theory of change using state-of-the-art tools to implement, monitor, and evaluate the financial and social impact of a philanthropic endeavour
- Design a philanthropic strategy in line with an organisation’s mission, legal and tax parameters, general goals, and specific objectives
- Master new cutting-edge approaches to philanthropy, including emerging digital technologies
- Become inclusive leaders who harness the potential of board members, staff and volunteers, develop partnerships with public and private actors, and understand both the funder and grantee sides of philanthropy
Programme
DAS: 10 modules
Modules 1-5: CAS Strategic philanthropy
- Module 1: Introduction to philanthropy
- Module 2: Exploring the diversity and strategies of philanthropic foundations
- Module 3: Legal structuring of philanthropic projects
- Module 4: Theory of change and impact measurement
- Module 5: Inclusive leadership and governance
Modules 6-10: CAS Operational philanthropy
- Module 6: Talent management and development
- Module 7: Philanthropic project management
- Module 8: Philanthropic financial management and accountability
- Module 9: Resource and partner mobilisation
- Module 10: Strategies for influence
Final project
Registration
Early bird deadline
Registration deadline
Fees:
DAS: CHF 14,000.-
Individual module: CHF 3,000.-
Early bird: 10% discount
Admission criteria
A minimum of three years professional experience is required, a Bachelor’s degree or equivalent. English proficiency is also required. No prior responsibilities in philanthropy required.
The course is particularly suitable for:
- 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)
Number of participants
Application File
- Copy of identity document or passport
- Passport photo (.jpg format)
- Curriculum vitae
- Cover letter
- Letter of recommendation
- Copy of the highest educational qualification obtained
- Copy of work certificate(s)
- Proof of English language level
Cancellation Policy
Any withdrawal before the start of the programme will incur an administration fee of CHF 400.-. Fees will be payable in full once the course has begun.
Curriculum
Period
Credits
Teaching hours
Schedule
Fridays and Saturdays 08:30 to 17:30
practices to successfully achieve your goals. The curriculum prepares you for management positions in the nonprofit and philanthropic sector.
Fee
Description
This module provides participants of different professional, educational, and cultural backgrounds with a common analytical and conceptual framework for philanthropy by using the U.N. Sustainable Development Goals (SDGs) as a definition of “public good” and contextualizing the current philanthropic ecosystem through historical insights, showcasing how history can illuminate present philanthropic issues, and discusses its role in forecasting future trends. The module further examines relevant ethical perspectives for philanthropy, and highlights some of the psychological drivers of philanthropic action.
Speakers
Fee
Description
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.
Speakers
Fee
Description
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.
Speakers
Fee
Description
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.
Speakers
Fee
Description
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.
Speakers
Fee
Description
In an ever-evolving world, shifting from VUCA to BANI (Brittle, Anxious, Non-linear and Incomprehensible), this module will equip participants with the adaptive tools needed to develop a resilient and responsible, human-centred culture and leadership. By using the foresight maturity model, we will explore various aspects of sustainable people management, both strategically and tactically. The course will cover seven key processes, including needs assessment aligned with the organization’s mission, managing volunteer teams, coordinating multi-country staff in multicultural settings, and identifying key dimensions of effective leadership and well-being. Additionally, we will investigate emerging trends in sustainability and the impacts of artificial intelligence on people management practices.
Speakers
Fee
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 donors’ 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 manage philanthropic projects effectively in terms of resource allocations, coordination, impact and relationship with the donors. It will include best practices in working with grantees, the expectations of grant-givers and how they select the projects to be supported. The module also proposes a brief overview of communications.
Speakers
Fee
Description
This module tackles the challenge for non-profit foundation executives to strike a balance between creating public value and managing the bottom line. It is designed to help foundation executives understand the tools, techniques and concepts of good financial management and investments. Guided by experts in finance and accounting, participants will develop analytical skills for understanding their financial position more fully, their audited financial statements and learn to identify threats to the financial sustainability of their organisation. They will also learn how the effective use of budgeting and cash-flow planning can enhance their ability of creating value. Finally, based on the financial assessment of their organisation, they will learn how to optimally structure their financial investment portfolio.
Speakers
Fee
Description
Partnerships are essential to garnering funds and in-kind contributions, including time, expertise, and personal networks. The spirit of this module is to move away from money-centred fundraising to focus on collaborative and transformational donor-grantee relationships leading to sustainable financing. It will cover the proven fundamentals of private fundraising, including building donor loyalty through state-of-the-art donor journeys; sourcing philanthropic partners; fundraising resources; motivations for giving; offline fundraising models; digital fundraising. It will explore other funding models, such as public-private partnerships, as well as fundraising innovations that can help non-profit organisations raise funds in new ways and reach new, diverse audiences. It will show both sides of the same coin: fundraising and grant giving.
Speakers
Fee
Description
Advocacy can be defined as raising support for an idea, a policy or a plan. It can be practised through grassroots organising, coalition-building, lobbying, and public education campaigns, as well as judicial means. Advocacy in philanthropy serves as a powerful mechanism for driving change and addressing root causes of societal issues. Through case studies, guest speakers, and interactive exercises, students will learn how philanthropic organisations and individuals can leverage their resources, networks, and influence to advocate for policy reforms, amplify marginalised voices, and promote social justice. By the end of the course, students will be equipped with the knowledge and tools to critically assess advocacy efforts in philanthropy and contribute meaningfully to advancing positive societal change.
Speakers
Pedagogical method
- Blended learning, each CAS entails 5 hybrid-learning modules. Each module takes place every 3-4 weeks. It includes 2 days in person (Friday and Saturday), one day asynchronous online (before the module) and one post-module assessment.
- Interactive experience-based learning embedding theoretical and practical knowledge.
- Emphasis on exchange and networking with lecturers and participants through in person modules. On-site visits of key institutions.
- Online learning consisting of a combination of short, pre-recorded videos and interactive webinars.
- Guided personal research work developing critical thinking skills.
- Learning from leading international academics and professional experts.
Assessment
Intervenant-es
UNIGE professors, lecturers and researchers; professionals in the practice of philanthropy from Switzerland and abroad
Partnerships / Collaboration
Partnership
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
Steering committee
- Prof. Giuseppe UGAZIO, Geneva School of Economics and Management (GSEM) and Geneva Finance Research Institute (GFRI), UNIGE
- Laetitia GILL, Executive Education Associate, Geneva Centre for Philanthropy (GCP), UNIGE
- Danièle CASTLE, CEO, Genevensis
- Prof. Giulia NERI-CASTRACANE, Faculty of Law, Professor, UNIGE
- Prof. Nicolas DUVOUX, Head, Geneva Centre for Philanthropy (GCP), UNIGE
Scientific committee
- Cheryl CHANG, Chief of Staff, Oak Foundation
- Alexandre EPALLE, General Director of Economic Development, Research, and Innovation of the Republic and Canton of Geneva represented by Catherine Zimmermann, Scientific Officer
- Carla HADDAD MARDINI, Director, Private Fundraising and Partnerships Division, UNICEF
- Thierry RENAUD, Deputy Secretary General - Head of the Animals and Ecosystems Unit, Hans Wilsdorf Foundation
- Isabella RIES-BOWMAN, Head of Foundations, The Ocean Cleanup
- Stefan SCHOEBI, Director, Stiftung Schweiz
Remarks
For participants from out of town, UNIGE has a negotiated reduction at the Starling Arve, (on the basis of rooms for CHF 180.- instead of CHF 210.- per night for the DAS 2021-2022).