Philanthropy.Insight

As public distrust is sweeping the globe, trust has become a central resource for civil society, and especially philanthropy. Against this backdrop, the Philanthropy.Insight project proposes five principals along which philanthropies are able to align their practice towards a more trust-driven approach. In particular, the project concentrates on developing the modalities of a philanthropic concept of trust, and studies how self-assessments beyond fixed indicators might contribute to strengthen trust and demonstrate responsibility of future philanthropic practice. The Philanthropy.Insight project is organized by the Tocqueville Forum of the Maecenata Foundation and receives support from the Carnegie UK Trust and the Fundação Calouste Gulbenkian.

Why trust matters

Trust is a critical asset in navigating change. Many institutions, including philanthropic organizations are recognizing the relevance of trust for their operations – and not just since the onset of the COVID_19 pandemic. But how to advance trust in practical terms? Based on the concept of trust-driven philanthropy developed by the Philanthropy.Insight project, a group of like-minded partners of the philanthropic community will explore experiences and good practices to build a self-assessment tool. Ultimately, standards of trust driven philanthropy could emerge, providing guidance to all philanthropic actors in building trust for strong and impactful philanthropy.

A pentagon of five overarching principles has been identified by the Philanthropy.Insight project to be at the core of trust-driven philanthropy: Trust influences personal and institutional relations; as an authentic, honest intention and a willingness to be vulnerable on the one hand, and reliance on competence and skills on the other. The Philanthropy.Insight (PI) principles have been turned into an assessment tool (PIAT) by breaking down the principles into qualities and introducing a questionnaire.

Philanthropy.Insight Assessement Tool

Philanthropy.Insight Assessement Tool (PIAT)

The Philanthropy.Insight Assessment Tool (PIAT) is to be understood as a systemic attempt to generate the essential principles of a trust-driven philanthropy and its working practices. Each principle is broken down into three qualities. The order in which the principles are presented reflects a judgment with regard to their contribution to a trust-driven approach.Furthermore, the qualities come with questions for each thought to provide a starting proposition for the discussion. PIAT acknowledges that there are three dimensions of trust that have to be taken into account: Trust within and between philanthropic organizations and vis-a-vis the public and private sector, but also against increasing public scrutiny. Commitment, Public Purpose and Relevance represent the emotional side of trust which lie to some extent beyond quantitatively assessable control. Performance and Accountability take a more practical side of trust into consideration. >> More information

Next Steps

We seek to build a shared and open platform in which decision-makers, experts and multiplicators of the philanthropic eco-system come together to distill experiences and good practices of trust-driven philanthropy PIAT is proposed to be the starting point of this joint learning process in an environment of confidentiality.

Publications

  • Addressing Wicked Problems. Collaboration, Trust and the Role of Shared Principles at the Philanthropy Government Interface. (2021)
    Rolf Alter, Rupert Graf Strachwitz and Timo Unger
    Despite their promising potential, collaborative activities with governments difficult to achieve. However, operationalizing trust in its emotional and practical form is seen as a central driver of collaborations across all sectors. By adopting performance management systems that include a broad understanding of performance beyond fixed indicators, it is argued that philanthropies are able to operationalize the resource trust. The Philanthropy.Insight Assessment Tool is proposed as an example of a trust-driven performance management system.
    >> More information
  • The Means at hand. Trust-driven practice strengthens the values-base of philanthropic organisations. DAFNE – Donors and Foundation Networks in Europe (2021)
    Timo Unger
    Recently, Beth Breeze remarked that – what she called – the “philanthropic impulse” needs to be safeguarded against increasing criticism. Breeze announced she will be taking care of articulating and defending the values of philanthropy in her upcoming book. We can only applaud this approach, but would also emphasise the fundamental contribution of trust-driven practice that the Philanthropy.Insight Assessment Tool (PIAT) proposed by the Maecenata Foundation brings to the table.  While philanthropic organisations often exhibit quite a diverse range of values, they show only minor effort in institutionalising relevant practices. This paper argues that philanthropic organisations already have the means at hand to articulate and defend themselves and their values – by building and extending trust in their practice.
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  • A multidimensional concept of trust for philanthropic organizations: Propositions in light of the SDGs. (2021)
    Rolf Alter and Timo Unger
    Three dimensions of trust are identified to be relevant for philanthropies when promoting the SDGs. First, intra-organizational trust, meaning trusted organizational environments inside philanthropic organizations. Second, inter-organizational trust, associated with strengthening the relationships between actors of the philanthropic eco-system. Third, Intersectoral trust, i.e. that philanthropies establish themselves as epistemic community vis-a-vis the public and private sector, but also against increasing public scrutiny.
    >> More information
  • Vertrauen in der Praxis der Philanthropie. Dimensionen, Prinzipien und Erfahrungsaustausch als Lernprozess. (2021)
    Rolf Alter and Timo Unger
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  • What Space for Philanthropy in Covid-19 Times? (2021)
    Rolf Alter and Timo Unger
    During Covid_19, the demand for philanthropy among grantee groups is rising steeply whereas endowments will not remain unaffected by the ensueing economic crisis. Thus, a coherent strategy for philanthropy cum and post the pandemic needs to be directed at the current mismatch of demand and supply and ongoing measures alike. On the basis of three focal points – public utility, dialogue, and trust – a joint learning process among leading actors of philanthropy is proposed to initiate a shared strategy for future philanthropy being conducive to open, fair and inclusive societies.
    >> More information
  • Improving Trust in Trusts: Introducing the Philanthropy.Insight Tool (2020)
    Rolf Alter und Rupert Graf Strachwitz
    Given a general tendency to mistrust larger institutions and increasing queries regarding the legitimacy of private trusts and foundations in modern democratic societies, new tools need to be developed in order to be able to fend off criticism. Concentrating on outcomes and impact alone is arguably not sufficient. This article introduces Philanthropy.Insight, a new and more comprehensive tool by which the work of trusts and foundations may be better assessed
    >> More information
  • Philanthropy.Insight – Work in Progress (2019)
    Rolf Alter, Rupert Graf Strachwitz and Timo Unger
    Disruptive dynamics of globalization, the technological revolution, and the crisis of democracy proliferate changes within society, including philanthropy. Trust is one of the major casualties, with negative consequences for social cohesion, democracy, and the markets. Philanthropy.Insight aims at building trust by a stronger, better defined and more accountable role of philanthropy within civil society. It offers a pentagon of principles as a starting proposition.
    >> More information

  • Building trust in the intentions of philanthropy: How the creation of self-determined standards might reconcile the accountability deficit of philanthropic practice. (Pending)
    Rolf Alter and Timo Unger
    In light of Covid-19, trust in philanthropies has substantially decreased. Against this backdrop, this article seeks to illuminate on the underlying reasons for this development. Whereas several reasons are to be found, lacking accountability mechanisms are identified as major obstacles to building trust in the intentions of philanthropy. Derived from this insight, three scenarios are sketched to showcase in which way accountability mechanisms can be imposed on philanthropies. They range from lobbying for public regulation, to following a business-like code of conduct, and to creating a joint standard among well-reputed philanthropies. In a last part, authentic selfassessments, as proposed by the Philanthropy.Insight Assessment Tool, are suggested as an encouraging
    way forward to reflect on the modalities of self-determined standards. Reasons include that they comprise the most promising potential to hold philanthropies accountable while likewise respecting their self-understanding as independent actors.

Previous Activities

  • 07/2021 Contribution on trust-driven philanthropic practice, PEX Newsletter
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  • 06/2021 Launch of the Philanthropy.Insight – Peer Practice Platform (online)
  • 03/2021 Navigating Change: Implications for Trust in Philanthropy, in cooperation with Carnegie UK and Mercator Schweiz (online)
    >> More information
  • 02/2021 Interview Series with selected experts and practitioners from the field to sharpen the Philanthropy.Insight Assessment Tool (online)
  • 01/2021 Putting Philanthropy.Insight
    into Context: The relationship between trust and collaboration, PEX Forum (online)
  • 10/2020 Web-Seminar in context of the European Day of Foundations and Donors, The Association of German Foundations, Berlin
  • 09/2020 Opening Session of the PEX-Forum Web-Seminar Series, DAFNE Brussels
  • 07/2020 Civil Society Masterclass, EU Consult Brussels
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  • 07/2020 Open exchange Philanthropy after COVID-19: Trust and a new role for Philanthropy.Insight, Carnegie Trust UK
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  • 01/2020 Introduction of Philanthropy.Insight to the PEX Community, PEX Forum Madrid
  • 11/2019 Introduction of Philanthropy.Insight to Russian philanthropic community, Blagosfera Moscow
  • 10/2019 Introduction of Philanthropy.Insight to the Rockefeller Philanthropy Advisors, RPA New York City
  • 09/2019 Introduction of Philanthropy.Insight to Chinese philanthropists, China Foundation Centre Bejing
  • 09/2019 Institutional Philanthropy, Trends Social Context, Distrust and Legitimacy, Gulbenkian Foundation
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  • 05/2019 Presentation of Phianthropy.Insight in context of the OECD Forum, Goethe-Insitut Paris
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Contact

Rolf Alter

Dr. Rolf Alter
Director, Philanthropy.Insight

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Timo Unger
Research Associate, Philanthropy.Insight