EFC Members annual survey: - For the record: the framework Preliminary results 5/9/2017 EFC Members annual survey: - For the record: the framework - Snapshot of some initial findings Preliminary results September 2017

The European Foundation Centre Preliminary results 5/9/2017 The European Foundation Centre Our purpose: be the leading platform to strengthen and make the case for institutional philanthropy with a focus on Europe, but also with an eye to the global philanthropic landscape. Institutional philanthropy refers to foundations, corporate funders and other players that have their own financial resources which they deploy strategically, are independently governed, and use private resources for public good

EFC Strategic Framework 2016-2022: priorities Preliminary results EFC Strategic Framework 2016-2022: priorities 5/9/2017 1. Nurture Philanthropy 2. Advance the sector 3. Foster Peer-learning Create opportunities for members to learn from each other’s experiences and best practices. Through furthering our peer-to-peer learning not only do we provide members with opportunities to share knowledge and know-how, we also gather and disseminate information, insight and intelligence on the sector. We will look within and beyond our membership to effectively capture and share trends and best practices in institutional philanthropy. 4. Enhance collaboration 5. Champion philanthropy Make the case for institutional philanthropy. We will make the case for institutional philanthropy by creating a solid evidence base for issues, trends and activities. We will also work to widely and effectively communicate this because we believe it is not just our sector that needs to know what’s going on. 6. Be Glocal 7. Build as one

Building the Institutional Philanthropy Spectrum (IPS) Preliminary results Building the Institutional Philanthropy Spectrum (IPS) 5/9/2017 A framework to build systematic and comprehensive knowledge To capture and reflects the diversity of institutional philanthropy including its genetic makeup, origins, focus, size, governance, as well as their attitude to (and appetite for) change and ways of working A tool to visualise, explain and possibly foresee practices & actions Explore 6 key elements & interactions: Public good: areas of expertise, Resources, Use of assets, Self-governance, Behaviours & practices, Relevance Why? Understand and advance practices Demonstrate the value of institutional philanthropy’s work How? Focus on EFC Membership Annual surveys, desk research, conversations, meetings etc.

The Institutional Philanthropy Spectrum (beta 4 – September 2017) Preliminary results 5/9/2017 The Institutional Philanthropy Spectrum (beta 4 – September 2017)

2017 Survey snapshot: scope Preliminary results 2017 Survey snapshot: scope 5/9/2017 EFC members - 30+ countries - Europe and other regions Four key areas: 1. Assets, 2. Use of assets (scope & footprint), 3. Diversity, 4. Democracy Survey launched end of May 2017 (reference year 2016) Some 50 completed questionnaires to date + 10 partial replies A snapshot of a few findings as at early September provided here Next steps

Preliminary results 5/9/2017 Q39: What are the main areas of work that you currently undertake? Areas of work: areas of expertise Q39: What are the main areas of work that you currently undertake? Please tick all that apply to your organisation in the following list:

Preliminary results 5/9/2017 Q20: Do you have no obligation (by law/or their bylaws) to spend a specific yearly amount or % of your assets or your income to pursue your mission? Q20: Do you have an obligation (by law/or your bylaws) to spend a specific yearly amount or % of your assets or your income to pursue your mission?

Q11: Is social investment* an important issue for your organisation? Preliminary results 5/9/2017 Q11: Is social investment* an important issue for your organisation? *Social investment is understood as any investment strategy which seeks to generate social/environmental impact alongside a financial return (through investments made into companies, organisations, funds etc.). Q11: Please tell us if social investment (SI)* is an important issue for your organisation? Which of the following options bests suits your situation?* Here social investment is understood as any investment strategy which seeks to generate social/environmental impact alongside a financial return (through investments made into companies, organisations, funds etc.).

Q28: Do you provide non-financial support? Please tick all that apply: Preliminary results 5/9/2017 Q28: Do you provide non-financial support? Please tick all that apply: Q27: Do you provide non-financial support? Please tick all that apply:

Preliminary results 5/9/2017 Q44: Does your organisation have a policy on diversity? Please tick the options that apply to your organisation in the following list: EFC members’ survey 2017 – initial results September 2017 Q44: Does your organisation have a policy on diversity? Please tick the options that apply to your organisation in the following list:

Q53: Democracy: Respondents strongly agree with the statements below Preliminary results 5/9/2017 Q53: Democracy: Respondents strongly agree with the statements below Q53: Please look at the following statements and say whether your organisation (a) strongly agrees, (b) partly agrees, (c) partly disagrees, (d) strongly disagrees, or (e) has no opinion

2017 Survey snapshot: next steps Preliminary results 2017 Survey snapshot: next steps 5/9/2017 Data collection and analysis are still going on Snapshot of some key findings on social investment, democracy releases in the autumn EFC members can still time to provide your input at https://www.surveymonkey.co.uk/r/EFCSurvey2017 to be continued…