de Estrategia Social Fondo

United we can make the difference

Index

1. Introduction

2. FES

3. FES Model

4. Organizational Structure

5. Capacity Building and Philanthropic Culture in Mexico program

6. Support program for non-profit projects

7. Fundraising Campaign

8. Alliances

9. Be part of the change

Introduction

The National Philanthropic and Civic Society Organizations Poll

of Instituto Tecnológico Autónomo de México (ITAM) confirmed

that people do not donate due to a lack of awareness and

confidence, and the fact that civil society organizations lack

professionalism.

ITAM presented the following chart of the number of Civil

Society Organizations for every 10,000 citizens.

Population COs

2 No. CSOs for

every

10,000 citizens

USA 281,000,000 900,000 32

MEXICO 97,483,412 10,852 1

CHILE 15,017,700 35,000 50

AllDeveloping

Countries USA Mexico

Service

Fees56.6% 61.30% 56.60% 85.20%

Public

Sector34.10% ,21,60% 30.50% 8.50%

Philanthropy 12.50% 17.20% 12.90% 6.30%

The study showed that less than 7% of the third sector

grant making in Mexico comes from private donations, in

contrast to the 12.5% average of other studied countries.

Fondo de Estrategia Social, A.C. (FES) is a civil organization

created in 2004 and incorporated in 2006 as a community

foundation fund that responds to the great need to change and

promote philanthropic culture in Mexico.

A study conducted by Johns Hopkins University which included

36 developed and developing countries in Latin America,

Europe and Africa, confirmed the vulnerable position regarding

financial sustainability of Civil Society Organizations in Mexico.

Number of civil society organizations (CSOs)

Ref: ITAM, Michael Layton , Rafael Fernández

Objectives:MissionFES is a philanthropic fund that addresses social problems

by strengthening in an active, strategic and subsidiary way

civil organizations with impact possibilities, serving as a link

with donors.

VisionTo be the Mexican reference of a new culture of

philanthropy and charitable giving that strengthens social

cohesion.

Values

Commitment

Transparency

Accountability

Subsidiarity

Sustainability

Creativity

Respect

Collaboration

• Raise public awareness and promote a change

in the Mexican philanthropic culture.

• Apply resources strategically towards the

advancement of solutions of social problems in

order to achieve social impact that matters.

Fondo Estrategia Social

Its a multifaceted system; It integrates funds, generates capacities and it is designed to promote the engagement of Mexican society

towards achieving solution to social problems within their community through knowledge, participation, experience and strategic social

investment. This model enhances Mexican society and builds stronger civil society organizations with sense of belonging and with

social impact that matters.

FES Model FES is a non profit organization, non religious,

and non governmental, legally incorporated in June

2006, to respond to the great need to change and

promote the culture of philanthropy and charitable

giving in Mexico.

Its headquarters are based in Mexico City and its

area of action is Mexico City and its metropolitan

area. Donations to FES are tax exempt.

Organizational Structure

Board of Directors

Marcela Orvañanos- Founder

Gabriela Berrondo- President

Ángel Romanos- Treasurer

Jaime Cortés- Secretary

Marina Escandón

Vianey Esquinca

Susana Haua

Jorge López

Santiago Pereda

Corina Morodo

Maria Matilde Olazabal

Carlos Provencio

Manuel Tron

Honorary Board Member

Fernando Cortés

Advisers

Mario Ávila

Rolando Cordera

Martha Delgado

Mario Luis Fuentes

Armando Laborde

Michael Layton

René Solis

Alicia Ziccardi

FES Board of Directors includes renowned business people,

professionals, philanthropists and women with a profound sense of

social responsibility.

The staff's activities are studied, developed and executed

under the supervision of the Board of Directors, under five

Committees:

Board of Directors

FES

Board Advisers

Academic CommitteeEconomic and

Financial

Sustainability

Committee

Institutional

Development

Committee

Networking

and Communication

Committee

Project Committee

FES

Institutional Development

Director

Project

Director

Fundraising Program

Philanthropic

Culture

Program

Networking and

communication

Social projects

Non profit

International

Fund Raising

Businesses

Institutions

Persons

National Foundations

Conferences and Workshops

Fundraising

Capacity Building and Philanthropic Culture Program

Strategic Objectives

• Provide the means for all Mexicans to engage in

philanthropic funding and thereby fulfilling their role and

co-responsibility in the social development of their

community

• Create awareness of the partners through specific

information and tools that will guide them in the solution

of the emerging social problems of Mexico City and its

metropolitan area.

Speakers• Experienced academicians in the specific topics

• Leaders of Civil Society Organizations who have

been successful in the accomplishment of their

missions and have impacted their communities.

Conferences 2007

• Social Problems in Mexico City and its Metropolitan

Area

• Strategic Giving

Conferences 2008

• Acumen Fund –Strategic Funds

Workshops 2007

• Women and Family Violence

• The Elderly

Workshops 2008

• Dignified Old Age

• Water Problem in Mexico City

• Women in Philanthropy

Capacity Building and Philanthropic Culture Program

• FES Is a link between CSOs and the community.

• FES creates awareness within the community of

specific topics so that all of those partners that

integrate the found learn to give time, talent and

money strategically while feeling part of their

community.

• Our FES Model integrates resources and generates

capacities.

Support program for non-profit projects

Our intervention model is based on 4 basic steps:

1. Research and identification of the CSOs,

2. SWOT analysis of the CSOs,

3. Strategically support the organizations in a three year capacity

building program, in agreement with all of those involved: the CSO,

FES Board of Directors, and our donors or partners; with money, time

and talent.

4. Control and periodical review of the elaborated plan.

Criteria for selectingOrganizations (Non profit)

• Legally incorporated in Mexico for at least 5 years;

• Sustained growth and positive impact in the community;

• Innovative project that can be replicated;

• A team of directors committed to the cause; have a

clear focus of the organization’s abilities and

contributions to society;

• Be prepared to receive advice, external audits and be

accountable;

• Be conscious of the fact that FES support is not

permanent. They should present an alternative

proposal for sustainability;

• Generating employment or self employment;

• Be within the three investment areas of FES: Women,

The Elderly and Water, and

• Projects within Mexico City and Metropolitan area.

Selection Process

• The methodology of “Marco Lógico” is a tool that

enables the process of understanding the design, execution

and evaluation of projects. Its objective based and centered

on the beneficiary groups and the participation and

communication in within the interested parts.

Support program for non-profit projects

Supporting Areas 2009 -

2011

• Women

• The Elderly

• Open theme

Strategic Support

FES Supports the capacity building of the selected

organization during 3 years in the following areas:

• Finances and Accountability, Fundraising

• Information Technology

• Social Marketing and Communication

• Project Management

• Human Resources

• Legal and Strategic Planning

Organizations supported by FES

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Comunidad Participativa Tepito, A.C. (COMPARTE)

Organization working with the Elderly.

FES is supporting COMPARTE

with a social franchise process.

Fundación Dar y Amar, I.A.P.

(DAYA)

Organization working with adolescent mothers in street risk.

FES has supported DAYA in strengthening its Board of Directors (9 new members) and its actually in

a strategic planning process.

Organizations supported by FES

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Instituto Mexicano de Investigación de Familia y

Población, A.C.

(IMIFAP)

Organization working with women and family.

Will have a Board of Directors capacity training this February.

Yolia Niñas de la Calle, A.C.

(YOLIA)

Organization working with adolescent girls in street risk.

It is actually going through a one year strategic planning process by

FES.

Fundraising Program

Goal

2009

$1,751,500

pesos

$120,138 USD

1 USD = 14.5790 MXN

International Grant

seeking

$20,000.00 USD

Partners and Sponsors

$100,138 USD approx

GoalTo build an endowment fund of $1 million USD and a donor base of 300 social venture partners in 5 years.

Seed capital

Partners

FES supports the capacity building of selected civil

society organizations through the granting of time,

money and talent of their partners. (20% of these grants

will go to endowment fund)

Seed money, or seed capital, is the financing of

the resources needed for an organizations or an

entrepreneur in the very early stages of launching a

new project. FES seeks this support through board

members, businesses and individuals.

We need social venture partners like you, business men and women,

academicians and housewives who want to invest in Mexico and make the

difference.

Be a part of the philanthropic change, Mexico needs you

• creates awareness Give time, talent and money

FES Partners+

United we can make a difference

• selects organizations

• raises and gives grants

• transparency and impact that matters

Resources AccountabilityTransparency Sustainability

Our commitment is with México

Alliances

1. Ashoka México

2. Crédito Real

3. Procura

4. Fondea

It is not about just giving, it’s about

giving to make the difference

Be a FES Partner.

United we can make the difference

www.fes.org.mx

Tel. (52 55) 53 40 52 93/84

e-mail. Info@fes.org.mx

de Estrategia Social Fondo

United we can make the difference