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Philanthropy and Social Investing Blueprint 2011

Philanthropy and Social Investing Blueprint 2011. Lucy Bernholz Southern California Grantmakers Los Angeles, CA February 16, 2011. Agenda. Introductions and purpose What do you want to learn? What do buzzwords have to do with anything? Two major shifts in the landscape

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Philanthropy and Social Investing Blueprint 2011

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  1. Philanthropy and Social InvestingBlueprint 2011 Lucy Bernholz Southern California Grantmakers Los Angeles, CA February 16, 2011

  2. Agenda • Introductions and purpose • What do you want to learn? • What do buzzwords have to do with anything? • Two major shifts in the landscape • Consider the possibilities: • Impact economy • 10 Minute Break • Consider the possibilities: • Citizens United and a new regulatory framework • Wildcards and the dynamics between the sector and the rules • Reflections

  3. Buzzwords • Blog posts in binder • http://philanthropy.blogspot.com/2010/01/decade-of-predictions.html • http://philanthropy.com/article/Philanthropys-Buzzwords-of/125795/ • http://www.ssireview.org/opinion/entry/ten_for_ten_philanthropy_from_2010-2020/ • Blueprint 2011, pages 30-31

  4. Two major shifts to the landscape The establishment of a blended social sector or “impact economy” Citizens United and the dawn of a new regulatory age

  5. The Landscape, 2011

  6. Revenue sources and ratios, 2011 December 2020 Impact Investing estimated At $1 Trillion

  7. Revenue growth by 2020 Impact Investing $1 Trillion Philanthropy $450-$500 billion

  8. Consider the possibilities…

  9. Consider the shape (s) of the sector What will the sectors your foundation works with look like in 2020?

  10. New rules for a new age • Citizens United vs. The FEC • State regulatory shifts, different tax incentives and exemptions (Virginia and Philadelphia) • Ripple effects from social businesses • New governance requirements • New forms of accountability • Financial innovation and new charitable giving vehicles

  11. Citizens UnitedShort term implications “The Citizens United decision provides more freedom and flexibility for corporations—including nonprofits (other than 501(c)(3)s) and unions—to communicate their candidate preferences to the general public.  They can do more with candidate endorsements, candidate questionnaires and voter guides, advertisements, voter registration and GOTV, and more.  Now, nonprofit corporations and unions can engage in express advocacy to the general public—can tell the public who they should vote for or who the “better” candidate is on the issues” Alliance for Justice Website

  12. Citizens United’s areas of impact • More corporate money to political campaigns (2010 midterms, $450 million (2x 2006), $126 million through nondisclosing nonprofits) • More 501 c 4 and c 6 organizations • Public confusion and concern • Constitutional amendment campaigns • Potential new governance requirements • For corporations, shareholder resolutions and disclosure best practices • For nonprofits, potential new fundraising disclosure requirements • Potential new rules for donor disclosure (DISCLOSE ACT, state efforts) • Potential changes to 501 c 3 rules

  13. Consider the Possibilities: Revenue streams + Corp $ + NPO Lobbying + Philanthropy $ Citizens United No Change in NPO Lobbying - NPO lobbying

  14. Consider the Possibilities: Public Perception of NPOS + Corp $ + NPO Lobbying + Philanthropy $ Citizens United No Change in NPO Lobbying - NPO lobbying

  15. Consider the Possibilities: Service provision + Corp $ + NPO Lobbying + Philanthropy $ Citizens United No Change in NPO Lobbying - NPO lobbying

  16. Consider the Possibilities: Solving Social Problems + Corp $ + NPO Lobbying + Philanthropy $ Citizens United No Change in NPO Lobbying - NPO lobbying

  17. Consider the Possibilities: YOUR Foundation‘s actions + Corp $ + NPO Lobbying + Philanthropy $ Citizens United No Change in NPO Lobbying - NPO lobbying

  18. Other Regulatory Issues

  19. Money and Regulations More regulated Less money In sector (relative) More money In sector (relative) Less regulated

  20. Wildcards and Dynamics (Blueprint 2011, pages 22-23) How will public spending reshape the social sector? Independent nonprofit data providers – what roles do they play? …

  21. Consider the Possibilities: ON your foundation Impact Economy New Regs Your Org

  22. Resources on Citizens United • Alliance for Justice • Association for Charitable Reform • California Endowment – Advocacy Toolkit • Center for Lobbying in the Public Interest • Center for Political Accountability • Common Cause • First Amendment Project • Free Speech For People • The Hudson Institute • Independent Sector • NYU Center on Philanthropy and the Law • Philanthropy Roundtable • Voter Action • Sunlight Foundation

  23. Reflections How well did this seminar serve your needs? • 2 3 4 5 (Failed) (Exceeded expectations) What recommendations do you have to improve the seminar? Are there aspects of the seminar that didn’t work for you? Please specify. Would you recommend this kind of seminar to colleagues? What other advice do you have for Lucy regarding the seminar? Would you be willing to be contacted as a reference regarding the seminar? If so, please provide your name, email and phone number

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