March 28, 2014

Launch at the WINGS Forum Istanbul, March 27-29, 2014

UBS Philanthropy Compass

Philanthropy Advisory & Values-Based Investing

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The UBS Philanthropy Compass

Section 1 – How to create change?

Chapter 1 Embracing philanthropy

Section 2 – How to plan your philanthropy?

Chapter 2 Forming your vision

Chapter 3 Deciding on your approach

Chapter 4 Developing a strategy

Section 3 – How to implement your philanthropy?

Chapter 5 Identifying and assessing opportunities

Chapter 6 Learning from evaluation

Chapter 7 Choosing a philanthropic vehicle

Chapter 8 Foundation governance and staffing

Chapter 9 Philanthropy and your assets

Section 4 – How to engage with others?

Chapter 10 Philanthropy and your family

Chapter 11 Networks and partnerships

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Using The Compass with Philanthropists

Motivations and experiences – What is the source of your passion?

· Have you encountered a pressing social or environmental issue?

· Has an event triggered your desire to help?

· Have you seen an underfunded opportunity?

Skills and resources – What can you best contribute?

· Do you have experience or knowledge which can be applied to a social or environmental cause?

· What resources can you contribute?

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Sharing the Compass

Rationale

· 2014 Celebrating ten years of Philanthropy Advisory

· Commitment to the sector

· Valuable resource – accessible to the public.

Audience

· Philanthropists and social entrepreneurs

· Philanthropy advisors

· Other individuals within the sector

Availability

· Online www.ubs.com/philanthropy as e-book and a pdf

· Soon to be available in French, German and Spanish

Professor Paul Palmer

Philanthropy and the UBS Compass

Cass Centre for Charity EffectivenessIntellectual leadership: developing talent, enhancing performance

Philanthropy has changed in 100 Years!

The UBS Philanthropy Compass

• From the “laboratory into the field” – Cass knowledge exchange with UBS and FSG.

• Grounded from Cass course – first MSc in Grant Making and ESRC CGAP Research

• Wider application as a grant making tool

The Lessons of History and the creation of Wealth

• Entrepreneurial Philanthropy –

• “ … the pursuit by entrepreneurs on a not-for-profit basis of big social objectives through active investment of their economic, cultural, social and symbolic resources” ( Harvey et all 2011)

• Carnegie to Gates – a rich tradition - Philanthropists as Powerful Social Actors – from world peace to malaria

Compass as a tool

• Develop a clear understanding of the principles and practices of grantmaking

• Explore the importance of key aspects of the management of grantmaking – governance and staffing

• Develop skills in problem solving, risk assessment and probity of applications – evaluation and impact