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Panel: “Global Transformations: Opportunities for supranational articulation” A perspective on philanthropy and social field in Mexico Salvador, Bahia,

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Presentation on theme: "Panel: “Global Transformations: Opportunities for supranational articulation” A perspective on philanthropy and social field in Mexico Salvador, Bahia,"— Presentation transcript:

1 Panel: “Global Transformations: Opportunities for supranational articulation” A perspective on philanthropy and social field in Mexico Salvador, Bahia, Brazil. April 4, Lourdes Sanz Moguel Effectiveness and Services Director

2 600 million inhabitants 300 million living in poverty Brazil, Mexico and Argentina among 20 major economies in the world; 4.3% constant annual growth until 2015 is needed to reduce poverty in the region by 50%. In spite of economical growth during the last five years, extreme poverty has not been reverted. Latin America in numbers Fuente: Cepal, 2006

3 Mexico in numbers Fuente: Cemefi  Almost 2 million Km2  104 million inhabitants  15 million in rural areas  25 million do not have access to basic services  45 million living in poverty  17 million in extreme poverty;  180,000 communities with under 500 inhabitants each, concentrate extreme poverty.  Only 20% pay taxes properly  22,000 million USD were sent into the country in 2007 by Mexican residents in US.

4 Non profit field in Mexico: in numbers Fuente: Cemefi  non profits working in social causes  85% of CSOs´ income comes from fees and services provided, 9% comes from government and only 6% from philanthropy  Organizations endorsed by the SHCP (Tax Office) as “Deductible Gift Recipients (2006)  250 Grantmaking foundations.  people working in the field (includes volunteers and employees)

5 Tendencies on the growth of organizations endorsed by SHCP (Tax Office) as “Deductible Gift Recipients” Fuente: Cemefi

6 Deductible Gift Recipients 2006 in each State Fuente: Diario Oficial de la Federación 2007 No.STATETotal Donatarias Autorizadas No.STATETotal Donatarias Autorizadas 1Aguascalientes6617Morelos85 2Baja California14918Nayarit18 3Baja California Sur2419Nuevo León384 4Campeche2120Oaxaca100 5Coahuila17121Puebla191 6Colima6322Querétaro143 7Chiapas8023Quintana Roo54 8Chihuahua26724San Luis Potosí107 9Distrito Federal174425Sinaloa126 10Durango3126Sonora181 11Guanajuato20927Tabasco27 12Guerrero5028Tamaulipas100 13Hidalgo6629Tlaxcala16 14Jalisco37630Veracruz178 15Estado de México32031Yucatán141 16Michoacán23832Zacatecas26 COUNTRY TOTAL5752

7 National Survey on Philanthropy and Civil Society (ITAM ) found out giving habits in Mexico are as follows:  77% give to beggers,  82% give to the church and other religious organizations  91% reports that at least once, has given to an organization;  79% prefer to give to a person in need rather than to an institution. Fuente: Encuesta Nacional Sobre Filantropía y Sociedad Civil. Instituto Tecnológico Autónomo de México (Proyecto sobre Filantropía y Sociedad Civil), Giving in Mexico

8 Grants in Mexico Institutional Grants (According to Authority Report) Amount of grants (million USD) Annual Reserve for government grants (SHCP-2007 Budget) 2,550 Other grants reported1,600 Fuente: Cemefi Grantmaker Field composition % Corporate Foundations 31 Corporate Social Programs 21 Independient and Family Foundations 26 Community Foundations 12 Intermediaries (pass through) 5 Operational Foundations (funds only its own projects and programs) 5

9 Grantmakers in Mexico, by type and State Entidad Federativa foundations Comunitarias foundations Independientes Y Familiares foundations Intermediarias foundations Operativas foundations Empresariale s Programas empresarial es Total Baja California Sur2 2 Chihuahua Coahuila1 1 D.F Durango 1 1 Estado de México Guanajuato1 1 Jalisco Michoacán 11 Morelos2 2 Nuevo león Oaxaca1 1 Puebla Querétaro2 2 Quintana Roo1 1 2 Sonora Tamaulipas1 1 Veracruz1 1 Total

10 Main Grantmaking Foundations in Mexico Foundation NameEndowment million US Annual Grants million US Fundación Grupo Carso3,000 Fundación Teletón45 Fundación Telmex1000 Nacional Monte de Piedad Fundación Gonzalo Río Arronte600 Fondo Mexicano para la Conservación de la Naturaleza10005 Fundación Mary Street Jenkins801.3 Becas Magdalena O. Vda. De Brockmann40 Fundación BBVA Bancomer15 Fundación Wal*Mart13 Comité Cívico de los Distribuidores de Ford5 Fundación del Empresariado Chihuahuense36 Fundación Merced7 Compartir Fundación Social5 Comité Cívico de los Distribuidores Ford5 Fundación BBVA Bancomer15 Fundación Manuel Arango4 Fundación Mexicana para la Salud3 Corporativa de Fundaciones1 Fondo Nestlé para la Nutrición1 Fundación Pfizer1

11 Grantmaking Foundations Role To support and strengthen innovative ideas and strategies –Mobilize and develop leaderships –Widen perception and increase information about what can be done –Provide practical know how and tools for action Focused strategic philanthropic action, Flexibility and capacity to provide proper response to needs Social investment for public good Sustained support to effective CSOs and CSOs programs and projects Credibility and legitimacy as a basis to promote and mobilize participation, resources, interest, as well as convene people from different sectors in the community Collaboration and synergic action in order to increase impact

12 Historic overview of philanthropic field in Mexico

13 First Period: , Colonial Period, Independence and Reform Strong presence of Catholic Church in the creation of charities Church funded charities with its own wealth and with the gifts form filigrees Church´s charities were mainly: attention to the poor, hospitals and schools.

14 Second Period: Strong presence of Government in social issues, particularly after the nationalization of ecclesiastic goods during the Reform. In 1899 a decentralized government entity is created: JAP, to supervise and guarantee the use of gifts and legacies for the community, in the donor's intended social causes With Mexican Revolution, State consolidates public welfare policies: schooling, health, social security, homing.

15 Third Period: Increased citizenship awareness of social needs Increased participation in social issues New social causes are identified and supported Increased number of civil society organizations working in social causes, both for majorities and minorities Philanthropic civil society organizations emergence as a field

16 Fourth Period: up to date Promotion of philanthropy and voluntary work Promotion of corporate social responsibility Creation of new grantmaking foundations Increased participation in social causes New federal legislation approved recognizing social value of civil society organizations´ action and promoting government support for their activities. (2004) Fiscal Reform (2007).- Establishing a limit for tax deductible gifts (unlimited before, thus, step back)

17 Conclusions There is an important tradition on social help, mainly for humanitarian reasons, closely related to religious motivations. This tradition is expressed throughout society in every level, and is present also in legal framework. In Mexico there is not a tradition of institutionalized philanthropy, understanding it as: social help linked to business or corporate giving to public good additionally to taxes endowed funds under the responsibility of Boards, managed by professionals and protected by specific frameworks

18 Conclusions There is still not enough development of legal and fiscal frameworks that stimulate philanthropy or reflect comprehension of the field's relevance in the construction of public good. Until recently, culture of philanthropy, social responsibility and voluntarism is being promoted. Currently foundations´ grants are mainly applied to urgent needs rather than to development strategies. Traditionally corporations tend to give through government institutions

19 Conclusions Media promote charity more than grants or social investment. Even though governments state they want civil society participation in the construction of public good, they fear opening the door to real growth and consolidation of a strong wide civil society field. There is a surprising increase in the number of CSO and grantmaking foundations. There is a strong debate on grantmaking effectiveness and transparency.

20 Challenges  Increase culture of citizenship: value the role of citizen participation in public matters;  Revalue and recognize the important role of civil society organizations as well as the need of their presence and contribution in democratic societies;  Strengthen corporate social responsibility  Recognition of private philanthropy role in the provision of private resources, additional to taxes, that contribute to public good.  Creation and adaptation of legal and fiscal frameworks to promote CSOs field growth and respond to current needs

21 Who should be involved? Community: Citizens´paticipation, commitment, action Schools, universities, academic field: research, information and analysis Civil Society Organizations: increased number, impact, accountability, quality services Corporate field: increased, effective and strategically directed corporate social responsibility actions and programs Grantmakers: increased strategic social investment Governments: recognition, promotion and support Congress: Legal and fiscal frameworks

22  656 Members:  187 Associates (84 foundations and associations, 67 corporations y 36 individuals)  449 Afiliattes (mainly operative CSOs)  18 Users (government entities interested in getting Cemefi´s services) Membership Association created in 1988 El Centro Mexicano para la Filantropía, A.C. CEMEFI

23 Maria de Lourdes Sanz Moguel Effectiveness and Services Director Centro Mexicano para la Filantropía, A.C. Cda. De Salvador Alvarado # 7, Col. Escandón México D.F. CP11800 México Tel.: (52) Fax: (52) / Thank you


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