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ENHANCING THE ROLE AND IMPACT OF SOCIAL WORKERS IN STRATEGIC PHILANTHROPIC GIVING ABHA RAI, MSW PHD STUDENT

DISCLAIMER The inferences included in the slides are based on qualitative interviews conducted with International foundations based in the U.S. investing in India.

BACKGROUND Charity predates Mary Richmond, whose work began as early as 1889( Agnew, 2004) Bill and Melinda Gates Foundation began philanthropy as early as 1990s ( Bill and Melinda Gates foundation, n.d.) Today, foundations follow an idiosyncratic strategic philanthropic approach

BACKGROUND Foundations and individuals donate $315 billion every year towards charitable purposes( Hewlett foundation, n.d.) Even though, there has been a decline post the 2006 recession, charitable giving continues

WHAT IS THE PROBLEM? Lack of a clear role of social workers in the decision making front of strategic philanthropy

Meaning of Philanthropy Dissemination of grants to non-profit organizations (Minnesota council of foundations, n.d.) Three distinct approaches to philanthropy have emerged Charitable giving Philanthropic investment Strategic philanthropy

WHAT IS STRATEGIC PHILANTHROPY? Strategic philanthropy is the practice of targeting a companys giving efforts around a cause or issue that simultaneously provides a direct benefit for the cause and also supports the companys core business objectives. What is Strategic Philanthropy?(SSIR) (n.d.).)

WHAT IS THE PROBLEM WITHIN PHILANTHOPIC GIVING? Lack of sufficient collaboration Inadequacy among some non-profits due to limited budgets, lack of expertise etc. Organizational policy to work in isolation among both foundations and non-profits Absence of the ability to scale-up programs Lack of a local office in the country of investment

WHY IS THERE AN ABSENCE OF SOCIAL WORKER INVOLVEMENT? Professionals with business backgrounds are hired to select partners and design programs, not social workers Social workers help in managing the on ground implementation with non-profits Professionals other than social workers undertake decision making Absence of social workers on the team

WHAT IS THE AIM OF PHILANTHROPIC PROGRAMS? S- sustainable M-measurable A- achievable R-realistic T- Time and target driven

STEPS IN STRATEGIC PHILANTHROPY Understand reasons for the company/foundations giving Identify stakeholders ( internal & external) Engage stakeholders Align resources Develop a comprehensive strategy Communicate with stakeholders Create a program in partnership with stakeholders Identify implementation partners and vendors Plan a pilot Execute the program M& E Seven steps towards strategic corporate philanthropy. (n.d.).

WHERE CAN SOCIAL WORKERS CONTRIBUTE? In addition to contributing to all stages of strategic philanthropy, they can support in the following areas: Grant writing Maintaining documents and creating reports Counseling and negotiating with stakeholders Providing sustainable solutions due to an understanding of living subjects

WHY CAN SOCIAL WORKERS CONTRIBUTE? Mediation skills Interpersonal skills Field/community knowledge Program/ intervention design skills Research skills Program planning skills

WHAT TYPES OF JOBS CAN THEY TAKE UP? Program/Intervention design Program planning and implementation Creating program evaluation mechanism Partnering with other foundations and non-profits to scale up programs

EXISTING GAPS LEADING TO SOCIAL WORKER EXCLUSION Lack of sufficient training through the social work curriculum Lack of push from all social work schools towards securing jobs with foundations, at a program design/ implementation level Lack of access to job opportunities Clinical approach among some schools Push from foundations to hire individuals with business backgrounds or experts from a relevant field

REAL WORLD EXAMPLES: WHERE SOCIAL WORKERS CAN SUPPORT? Bellagio Initiative (Rockefeller Foundation) Social workers can support in streamlining the collaboration between philanthropists. Designing sustainable interventions

REAL WORLD EXAMPLES: WHERE CAN SOCIAL WORKERS SUPPORT? Accessing violations of migrant rights( Mac Arthur Foundation) Social workers can contribute because of an understanding of the subject and field knowledge

WHY SHOULD THEY CONTRIBUTE? Access to more job opportunities Furthering opportunities for social work schools Recognition of social work as a diverse profession Build interdisciplinary learning To contribute to the process of giving more overtly Control the dissemination of dollars in areas requiring it Increase the ROI attained on programs through a deeper understanding

NEXT STEPS Understanding the gaps in the skills of social workers Understanding ways in which social work schools can address these gaps Understanding the unique role of social workers in strategic philanthropy Understanding the types of job opportunities that can be made available to social workers in the sector

WHAT ARE THE JOB OPPORTUNITIES? TH) at WHO, Copenhagen, Denmark

AND MORE

References Bellagio Initiative(2012). Meeting wellbeing in the 21st century: Meeting challenges, seizing opportunities. Retrieved from http://www.rockerfellerfoundation,org/uploads/files/83e41cdc-41de-4ecd- aed6-da1cce9da481.pdf Bidgood, J. (2014, October 6). Study finds shifts in charitable giving after recession. The New York Times. Retrieved from http://www.nytimes.com/2014/10/07/us/study-finds-shifts-in-charitable- giving-after=-recession.html?r=0 Bill & Melinda Gates Foundation (n.d). Who we are: History. Retrieved from http://www.gatesfoundation.org/Who-We-Are/General- Information/History Council on Social Work Education.( 2012). Educational policy and accreditation standards. Retrieved from http://www.cswe.org/File.aspx?id=13780

References Crume, Y., & Villanueva, E. (2011). Exposing real world philanthropy to the next generation of social work leaders. The Foundation Review, 3(1), doi:10.4087/FOUNDATIONREVIEW-D-00041 Frumkin, P. (2006). Strategic giving. The art and science of philanthropy. Chicago, IL: University of Chicago Press Havens, J.J., & Schervish, P.G. (n.d.) Why the $41 trillion wealth transfer estimate is still valid: A review of challenges and questions: Retrieved from the Planned Giving Design Center website: http://www.pgdc.com/pgdc/why-41-trillion-wealth-transfer- estimate-still-valid Hewlett Foundation (n.d.). Our approach to philanthropy. http://www.Hewlett.org/what-werelearning/our approach

References Kania, J., Kramer, M., & Russell, P.( 2014). Strategic philanthropy for a complex world. Retrieved from the Stanford Social Innovation Review website: http://www.ssirreview.org/ip_for_debate/article/strategic_philanthropy Lilly Family School of Philanthropy (2014). Giving USA 2014: Highlights. Retrieved from http://www.dfwonline.org/userdata/userfiles/files/WI%20USA%202014%20Highli ghts.pdf http://www.dfwonline.org/userdata/userfiles/files/WI%20USA%202014%20Highli ghts.pdf Minnesota Council of Foundations (n.d.). Retrieved from http://www.mcf.org/nonprofits/philanthropy-is. Accessed on July 8, 2015 http://www.mcf.org/nonprofits/philanthropy-is Seven steps towards strategic corporate philanthropy. (n.d.). Retrieved from http://companyweek.com/articles/seven-steps-towards-strategic-corporate- philanthropy. Accessed on July 9, 2015. http://companyweek.com/articles/seven-steps-towards-strategic-corporate- philanthropy Stannard-Stockton, S. (2011). The three core approaches to effective philanthropy. Retrieved from the Stanford Social Innovation Review website: http://www.ssirreview.org/blog/entry/the_three_core_approaches_to_effectiv e_philanthropy

What is Strategic Philanthropy? (n.d.). Retrieved from http://truist.com/what-is-strategic-philanthropy/. Accessed on July 9, 2015. http://truist.com/what-is-strategic-philanthropy/

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