Victor KuoOctober 8, 2013

Ho Chi Minh City, Vietnam

EMERGING TRENDS IN PHILANTHROPY IN ASIA

1. Interest in philanthropy in Asia is on the rise. Growth in wealth reveals a variety of motivations for giving and philanthropic forms

2. A key challenge to enhancing philanthropy in Asia is nonprofit sector infrastructure – philanthropic funders and NGO’s

3. Recommended actions include networking, experimentation, sharing results and learning

MAIN POINTS

• In Asia, affiliations, sector, impact, and pragmatism have emerged as drivers

• In Asia, second generation and entrepreneurial wealth tends towards impact, results

• Impact investing, a new trend, seeks financial, social, and environmental returns

DRIVERS OF GIVING IN ASIA

2011 UBS INSEAD Study on Family Philanthropy in Asia, p. 24

• Motivations/Values need to be supported by practices, organizations, and infrastructure

• Strategic philanthropy requires measureable results, feedback, and attention to environment

• Asian philanthropists may also need to work constructively with government

TOWARDS EFFECTIVE PHILANTHROPY

HISTORY – U.S.

1969:

Tax Reform Act

1993:

Government Performance& Results Act

1996: Measuring Program

Outcomes: A Practical

Approach United Way

1998:Evaluation Handbook

Kellogg Foundation

1974:MDRC

Ford Foundation

2002:Grantmakers for

Effective Organizations

1986:American

Evaluation Associatio

n

2007:Critical Impact Awards

Council on Foundation

s

2013: Goldman Sachs, United Way, MDRC social impact bond

CHINA?

2010:

Gates and BuffetHost dinner in

China

2011 China Foundation

Center Transparency Index

2008:Sichuan

earthquake

2013:Ministry of Civil

Affairs12th Five Year Plan

for charity

2013: AVPN Inaugural Conference

Industry network setting

milestones?

2011: Guo Meiscandal

2004:

Ministry of Civil Affairslegislation encourages

private foundation development,

new era

• Consider the motives and values that drive your giving

• Build capacity for funding: knowledge, professional staff, networks and associations

• Start with what you have, share what you are learning, seek peers or advisors (to families) for advice; resist “going-it-alone”

ACTION: HAVING AN IMPACT

1. To what extent is there an interest in strategic philanthropy? How do you know if you are having an long-term impact?

2. What challenges do you face, as philanthropic funders, in your grantmaking practice?

3. What factors in Vietnam create an enabling environment for philanthropy? Consider legal/regulatory, business, and social contexts.

QUESTIONS & DISCUSSION

Victor Kuo, PhD

VK Global Advising victorkuo888@gmail.comSeattle, Washington, USA

Kordant Philanthropy Advisors www.kordant.com

CONTACT

• Evaluation: • systematic study of the value of

a project

• Common Starting Points: • develop indicators• create a logic model• identify, hire an evaluator

• Caution: • be clear on evaluation purpose• plan for sharing results• don’t be oversold

TIPS ON EVALUATION

LOGIC MODEL SAMPLE

Mapping Change: Using a Theory of Change to Guide Planning and Evaluation. GrantCraft, 2012, translated in Chinese

12 of 56

EXAMPLE: US FOUNDATION “THEORY OF ACTION” OR LOGIC MODEL (2004)

All students graduate from HS ready for college, work, and citizenship

Foundation intermediate impact

Gather evidence of success (Research & Evaluation)

Momentum in schools, districts, and states nationally

Increased capacity (supply) in other schools, states, and districts

Gather evidence of success, capture knowledge, and provide tools (Research and Evaluation)

80% national minority HS grad rates

Improved national HS achieve-ment and college readiness

Improved college ready grad rates

Model schools Portfolio manager

approach Ideal district policy

set Engaged

communities

Increased number of good schools

Increased awareness of current failures and of new approaches to schools and districts

Better policy context Increased field knowledge

of best practices Greater school developer

scale and capacity

Increased awareness of current failures and of new approaches to schools and districts

Increased demand in other schools, states, and districtsShare evidence

of success (Policy and Advocacy)

Improved student graduation and college readiness

Capture knowledge and provide tools

Improved college ready graduation rates

Model schools High-performing districts Ideal state policy set Engaged communities

Improved college ready graduation rates

Proven, replicable, and scalable models

Strong school developers

Strong school networks Supportive policies Engaged communities

Increased high school graduation rates for low-income and minority students in grantee schools and districts

Increased college ready graduation rates in grantee schools and districts

Foundation goals

Develop high-performing states

3A

Change perceptions, promote new approaches, and promote supportive policy contexts (Policy and Advocacy)3B

Develop high-performing districts

2

Scale proven/ promising school models

1

4