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Global Corporate Global Corporate
PhilanthropyPhilanthropyAnne C Petersen, PhDAnne C Petersen, PhD
Global Philanthropy AllianceGlobal Philanthropy AllianceCASBS, Stanford UniversityCASBS, Stanford University
Invited PresentationInvited Presentation
Strategic Global Philanthropy: Challenges and Opportunities Strategic Global Philanthropy: Challenges and Opportunities United Way of America Conference, Agilent Technologies United Way of America Conference, Agilent Technologies
San Jose, CASan Jose, CA
February 24, 2009February 24, 2009
OutlineOutline
Why give outside the US?Why give outside the US? Trends in international giving Trends in international giving Who gives internationally?Who gives internationally? Where does the money go?Where does the money go? Challenges and opportunitiesChallenges and opportunities
Why Give Outside the US?Why Give Outside the US?
CSR: develop and maintain good CSR: develop and maintain good relationships locally relationships locally
Globalization: “foreign” passeGlobalization: “foreign” passe• Global communicationGlobal communication
Tremendous need globallyTremendous need globally Huge benefit to cost ratio (when done Huge benefit to cost ratio (when done
well)well) Inspiring colleagues and projectsInspiring colleagues and projects Learning from global projectsLearning from global projects
Trends in International GivingTrends in International Giving
International increased more from International increased more from 2002 – 2006 compared with all giving, 2002 – 2006 compared with all giving, even excluding Gateseven excluding Gates
Community foundations increased Community foundations increased international giving most, with international giving most, with corporate foundations close behindcorporate foundations close behind
Growth over past 24 years even more Growth over past 24 years even more dramaticdramatic
Growth of International vs. Overall Giving by Growth of International vs. Overall Giving by U.S. Foundations, 2002 to U.S. Foundations, 2002 to
20062006
16%21%
92%
10%
0%
20%
40%
60%
80%
100%
Grant Dollars Number of Grants
Change in Intl. Giving
Change in All Giving
Source: The Foundation Center, International Grantmaking IV, 2008. Based on a sample of more than 1,000 larger foundations.
Growth of International vs. Overall Giving by Growth of International vs. Overall Giving by
U.S. Foundations, 2002 to 2006*U.S. Foundations, 2002 to 2006*
15%12%
34%11%
0%
20%
40%
60%
80%
100%
Grant Dollars Number of Grants
Change in Intl. Giving
Change in All Giving
Source: The Foundation Center, International Grantmaking IV, 2008. Based on a sample of more than 1,000 larger foundations.
* Excluding Gates Foundation
Growth of International vs. Overall Growth of International vs. Overall Giving by Foundation Type, 2002 to Giving by Foundation Type, 2002 to
20062006
92%
21%
90%
19%
127%
12%
179%
39%
0%
20%
40%
60%
80%
100%
120%
140%
160%
180%
All Foundations Independent Corporate Community
Change in Intl. Giving
Change in All Giving
Source: The Foundation Center, International Grantmaking IV, 2008. Based on a sample of more than 1,000 larger foundations.
International Giving as a Share of International Giving as a Share of Overall Foundation Giving, 1982 to 2006Overall Foundation Giving, 1982 to 2006
5%
8%
12% 12% 11%
14%
14%
0%
5%
10%
15%
20%
25%
1982 1984 1990 1994 1998 2002 2006
22%
Source: The Foundation Center, International Grantmaking IV, 2008. Based on a sample of more than 1,000 larger foundations.
Who Gives Internationally?Who Gives Internationally?
All foundationsAll foundations Corporate foundationsCorporate foundations
Top Ten Foundations in Top Ten Foundations in International GivingInternational Giving
1. Gates ($1974m, 1. Gates ($1974m, 79%)79%)
2. Ford ($287m, 2. Ford ($287m, 54%)54%)
3. Hewlett ($116m, 3. Hewlett ($116m, 42%)42%)
4. Moore ($105m, 4. Moore ($105m, 46%)46%)
5. Rockefeller 5. Rockefeller ($104m, 75%)($104m, 75%)
6. MacArthur 6. MacArthur ($100m, 54%($100m, 54%
7. Starr ($88m, 22%)7. Starr ($88m, 22%)8. Kellogg ($74m, 8. Kellogg ($74m,
26%)26%)9. Buffett ($61m. 9. Buffett ($61m.
61%)61%)10. Packard ($57m, 10. Packard ($57m,
31%)31%)
Corporate FoundationsCorporate Foundations
1. Citi ($38m, 44%)1. Citi ($38m, 44%)
2. GE ($16m, 36%)2. GE ($16m, 36%)
3. Alcoa ($16m, 60%)3. Alcoa ($16m, 60%)
4. J&J ($15m, 30%)4. J&J ($15m, 30%)
5. ExxonMobil 5. ExxonMobil ($14m, 50%) ($14m, 50%)
6. Abbott ($14m, 6. Abbott ($14m, 64%)64%)
7. Bristol-Myers 7. Bristol-Myers Squibb ($11m, Squibb ($11m, 59%)59%)
8. Merck ($9m, 26%)8. Merck ($9m, 26%)
9. Intel ($9m, 23%)9. Intel ($9m, 23%)
10. Nike ($9m, 94%)10. Nike ($9m, 94%)
Where does the money go?Where does the money go?
US international vs US international vs internationalinternational
Regions of worldRegions of world Program areasProgram areas
Domestic and International Domestic and International Grant Dollars, 2006 Grant Dollars, 2006
Domestic$14.9 billion78%
Source: The Foundation Center, International Grantmaking IV, 2008. Based on a sample of more than 1,000 larger foundations.
Intl-U.S.-Based Recipients$2.3 billion
12.1%
Intl-Overseas Recipients$1.9 billion
9.9%
Growth of Overseas vs. U.S.-based Growth of Overseas vs. U.S.-based International Giving, 2002 to 2006International Giving, 2002 to 2006
92%
16%
124%
6%
72%
23%
0%
40%
80%
120%
Intl-All Grants Intl-Overseas Intl-U.S.-based
Change in Dollar Amount
Change in No. of Grants
Source: The Foundation Center, International Grantmaking IV, 2008. Based on a sample of more than 1,000 larger foundations.
$0
$250
$500
$750
$1,000
Mil
lio
ns
of
Do
lla
rs 2002
2006
Overseas Giving by Major Region, Overseas Giving by Major Region, 2002 and 2006 2002 and 2006
Overseas Giving by Major Region, Overseas Giving by Major Region, 2002 and 2006 2002 and 2006
Source: The Foundation Center, International Grantmaking IV, 2008. Based on a sample of more than 1,000 larger foundations.
Asia & the Pacific
Western Europe
Latin America
Sub-Saharan Africa
E. Europe, Russia, and Independent
States
N. Africa & Middle East
Canada Caribbean
Total Overseas Giving = $1.9 billion
Source: The Foundation Center, International Grantmaking IV, 2008. Based on a sample of more than 1,000 larger foundations.
Asia & the Pacific
11.5%
Sub-SaharanAfrica18.1%
Latin America6.6%
E. Europe, Russia, &
Independent States3.3%
N. Africa &the Middle East
6.1%Canada 3.5%
For Other Regions12%
Global Programs 37.1%
WesternEurope55.2% W. Europe
6.1%
Overseas Giving by Major Region, Overseas Giving by Major Region, 20062006
International Giving by Major Program Area, International Giving by Major Program Area, 2002 and 20062002 and 2006
Source: International Grantmaking IV, 2008. Based on a sample of more than 1,000 larger foundations.
2006Total = $4.2 billion
Intl. Develop.
21%
Health43%
Environment8%
Intl. Affairs6%
Social Sciences4%
Human Rights
3%
Public Affairs/Society Benefit
4%
Arts4%
Religion 1%
Science 1%
Education6%
2002Total = $2.2 billion
Intl. Develop.
13%
Health32%
Environment8%
Intl. Affairs9%
Social Sciences8%
Human Rights
6%
Public Affairs/Society Benefit
7%
Arts7%
Religion 3%Science 2%
Education8%
Pub Affairs/Soc Bene
8%
Arts and Culture
3%
Education8%
Intl. Affairs8%
Environ.6%
Health17%
Intl. Develop.45%
Corporate Giving by Major Corporate Giving by Major Program Area 2006Program Area 2006
Challenges and OpportunitiesChallenges and Opportunities
Factors influencing international Factors influencing international grantmakinggrantmaking
Expectations for future international Expectations for future international givinggiving
Principal Principal InternalInternal Factors Affecting Factors Affecting International Grantmaking Since 2004International Grantmaking Since 2004
0% 10% 20% 30% 40% 50% 60% 70%
New Initiatives by Existing Leadership
Increase in Assets Due to New Gifts
Change in Leadership
Change in Program Staff
Restructuring of Intl. Grantmaking Programs
Source: The Foundation Center, International Grantmaking IV, 2008. Percentages based on responses of 62 funders.
Principal Principal ExternalExternal Factors Affecting Factors Affecting International Grantmaking Since 2004International Grantmaking Since 2004
0% 10% 20% 30% 40% 50%
Major Natural Disasters Abroad
Stricter Post-9/11 Regulatory Environment
Significant World Events/Developments
Source: The Foundation Center, International Grantmaking IV, 2008. Percentages based on responses of 58 funders.
New Funding Partnerships
Greater Urgency to Address Non-environmental Global Concerns
““The more demanding post 9-11 regulatory The more demanding post 9-11 regulatory environment discourages giving to non-U.S.-environment discourages giving to non-U.S.-
based organizations.”based organizations.”
Source: The Foundation Center, International Grantmaking IV, 2008. Percentages based on responses of 74 funders.
Disagree30%
Don’t Know12%
Agree58%
Estimated International Giving through Estimated International Giving through 2007 for All U.S. Foundations2007 for All U.S. Foundations
$1.6$2.0
$3.2 $3.3 $3.2 $3.2$3.5
$4.2
$5.0$5.4
$0
$1
$2
$3
$4
$5
$6
'98 '99 '00 '01 '02 '03 '04 '05 '06 '07
Source: The Foundation Center, International Grantmaking IV, 2008.
Dollars in Billions
““Over the next two or three years, how do you Over the next two or three years, how do you expect the total amount of giving by U.S. expect the total amount of giving by U.S.
foundations to change?”foundations to change?”
Increase52%
Source: The Foundation Center, International Grantmaking IV, 2008. Percentages based on responses of 77 funders.
Decrease5.2%
No Opinion17%
Remain About the Same
26%
““Because of the recent downturn in the U.S. Because of the recent downturn in the U.S. economy, U.S. foundations are likely to turn their economy, U.S. foundations are likely to turn their focus more to domestic rather than international focus more to domestic rather than international
issues.”issues.”
Source: The Foundation Center, International Grantmaking IV, 2008. Percentages based on responses of 75 funders.
Disagree33%
Don’t Know24%
Agree43%
Other ChallengesOther Challenges
Effective grantmaking requires Effective grantmaking requires relationshipsrelationships• Partnership PrinciplesPartnership Principles
Mutual interestMutual interest Mutual benefitMutual benefit Mutual responsibilityMutual responsibility Mutual respectMutual respect
Scale upScale up Infrastructure, including technical Infrastructure, including technical
expertiseexpertise Do no harm!Do no harm!
Why Give Outside the US?Why Give Outside the US?
Thank
s!