Dean's Update

Giving USAJune brings with it summer, but also a busy time for our Research Department and colleagues who support them across the school to release the Giving USA report. In this year’s 60th anniversary edition, professor Una Osili and team were pleased to announce that estimates of giving nationwide for 2014 exceeded pre-recession levels. In addition to the press attention it was nice to have board member Gail Freeman join us at Scandinavia House in Manhattan for the June 16 launch. 

The same day, I also had the pleasure of moderating a panel on collaboration in international giving at the National Summit on Family Philanthropy that was organized by Professor Michael Moody, a former Payton Fellow with the Center on Philanthropy, now the Frey Chair at the Johnson Center at Grand Valley State University. The leadership of the Johnson Center and practitioners in the field I encounter routinely acknowledge their gratitude to the Lilly Family School of Philanthropy for planting the flag for philanthropy as a proper profession and a proper field of study.

Cindy Simon SkjodtI was also humbled by the very warm welcome I received as the new Dean by the IU, IUPUI and Indianapolis communities at board member Cindy Simon Skjodt’s home on a beautiful June evening. It was terrific to learn about the commitment and engagement of former board members and others who have worked to build our common venture for decades, and now across generations. Board members Don Buttrey, Ted Grossnickle, Nasser Paydar, and Dan Yates joined President McRobbie, First Lady Laurie McRobbie, and Chancellor Bantz in a lovely gathering of friends.

As the month closed, we moved to our new space in University Hall, welcomed Bill Stanczykiewicz as the new director of The Fund Raising School, and hosted the second graduating cohort from the Executive Management Program that we conduct in partnership with Beijing Normal University. When I was in China in May, I met with the Ford Foundation’s program officer in Beijing who said that there are three key leading institutions in China shaping the country’s booming interest in philanthropy. These three happen to be the ones we work with—Sun Yat-sen, Tsinghua, and Beijing Normal universities.

I look forward to seeing the board of visitors at our upcoming September 24-25 meeting where we will hear from author and guest speaker, Leon Logothetis and ask the board to judge a student scholarship contest. The board will also have the opportunity to see our new space in University Hall and engage in what’s next.

Alan HassenfeldAlso, please help us spread the word about our October 30 Symposium, when we will have a keynote address by social entrepreneurship and corporate responsibility champion, Hasbro executive, Salesforce board member and philanthropist, Alan Hassenfeld.

I hope you have a wonderful summer!


News You Can Use

OUR NEW HOME! University Hall

We’re in! We moved to our new home on the third floor in University Hall during the week of June 22-26. We still have boxes to unpack, furniture to re-arrange, and technology to be installed, but we are all together in one location!

All phone numbers and email addresses remain the same. Our new mailing address is:
University Hall, Suite 3000
301 University Blvd.
Indianapolis, IN  46202-5146

We look forward to preparing for open houses in the next few months, and hope you will have an opportunity to visit us soon!


• July-October, IUPUI Skywalk banner reserved
• 14-16, Nonprofit Academic Centers Council (NACC) Conference
• 23, Philanthropy Matters magazine-summer issue released
• 23, 2015 Hugh O'Brian Youth Leadership (HOBY) World Leadership Congress College & Service Fair
• 30, New (mobile-first) website launch

Looking Ahead

October 30—2015 Symposium
Philanthropy and Fundraising: What We Know and What We Need to Know

Learn more and register today!

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Academic Programs

central-michigan-conferenceJune 19—Pamela Clark, Director of Student Services & Admissions, Kayla Broughton, Erin Crowther, and Colton Strawser attended the Youth Grantmakers Summer Leadership Conference at Central Michigan University in Mt. Pleasant, MI where they assisted with a panel discussion on options to be involved in philanthropy after high school.

June 30—The Lilly Family School of Philanthropy hosted Youth Philanthropy Connect for its Midwest Regional Gathering. Many individuals from the school spoke including faculty members Julie Hatcher, Tim Seiler, and Greg Witkowski; staff members Pamela Clark, Jacqueline Ackerman, and Melanie McKitrick; students Wesley Boone and Kayla Broughton; and recent graduates Colton Strawser and Happi Gill.

Faculty Activities, Awards, and Publications

Patrick Rooney, Associate Dean for Research and Academic Affairs:

June 6-7—Taught Financial Management Course, Beijing Normal University            
June 15-17Giving USA 2015 rollout, Philadelphia and New York City
June 25-26Giving USA 2015 rollout, Kansas City and Wichita

Greg Witkowski received a grant to conduct four weeks of research at the New York Public Library for his project: Answering the Call: Nonprofits after the 9/11 Attacks. This research focuses on two nonprofit organizations established in the aftermath of the attacks to cope with the catastrophe; the September 11th Fund and the 9-11 United Services Group. He asks both how they established organizational capacity in the immediate aftermath of the disaster and analyzes the operations of these organizations over their short history.

Greg Witkowski also organized a panel on “Experiential Philanthropy as the New Frontier of Nonprofit Education: The Case of the Learning by Giving Foundation” for the NACC Conference in which he and Julie Hatcher are delivering papers in July.

Lastly, Julie Hatcher and Greg Witkowski presented at the Youth Philanthropy Conference on "Maximizing Your Impact: Understanding Evaluation & Impact to Enhance Grantmaking."


I want to share a recent article of mine, “21st Century Community Foundations: A Question of Geography and Identity,” published by the Foundation Center in partnership with the Indiana University Lilly Family School of Philanthropy. I also share a few perspectives on the donor advised fund debate in the section: “Donor Advised Funds ARE NOT Created Equal.”


Emmett D. Carson, Ph.D.
Chief Executive Officer, Silicon Valley Community Foundation, & 2014-15 Visiting Mott Chair on Community Foundations, IU Lilly Family School of Philanthropy

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International Programs

Dr. Lijun HeJune 3—Dr. Lijun He successfully defended her dissertation. She has earned both an M.A. and a Ph.D. from the Lilly Family School of Philanthropy, and she was honored as a top graduate student in 2015. She recently moved to New York City to begin her first faculty appointment at Pace University.

Lijun helped build China's first Philanthropic Studies undergraduate program, a joint initiative by China Foundation Center, Shanghai Song Chingling Foundation, and Beijing Normal University Zhuhai. Lijun also served as ambassador and advisor for Nexus Global in China, a global community which bridges second-generation wealthy holders and social entrepreneurship. Lijun is the first-president and co-founder of Chinese Philanthropy Leadership Initiative. Her research interests include the philanthropic behavior of Chinese business entrepreneurs, and private foundation governance. Lijun writes occasionally about philanthropy for the Southern China Daily, China Fortune, Hurun Billionaire Philanthropy, and The Chronicle of Philanthropy.

June 6–7—Patrick Rooney led a workshop on Financial Management at Beijing Normal University.

June 21–22—The second cohort of our executive certificate program with Beijing Normal University’s (BNU) China Philanthropy Research Institute (CPRI) visited Indianapolis to receive their certificates. They visited Big Car in Garfield Park Neighborhood, the Indianapolis Museum of Art, where they were hosted by philanthropy alumna Kim Gattle, and Goodwill Industries. 

June 26–28—Doctoral candidate Van Evans led the introductory workshop Understanding Philanthropy for the fourth cohort of the BNU CPRI certificate program.

July 3—We bid farewell (for now) to Dean Jiangang Zhu of the Sun Yat-Sen Research School of Philanthropy. Dr. Zhu completed his academic year as a visiting Fulbright scholar and will return to Guangzhou, China where he will continue his affiliation with the Lilly Family School of Philanthropy. IUPUI has a comprehensive strategic partnership with Sun Yat-Sen University and plans are already underway for collaborations later this fall.

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The Fund Raising School

The suggestion box is open! 

Bill Stanczykiewicz, new director, is excited about the opportunity to build on the successes and strengths of The Fund Raising School. He jumped right into the role by welcoming 39 participants to the Developing Annual Sustainability class first thing, the morning of his first day in the position.

Stanczykiewicz named director of The Fund Raising School


And The Fund Raising School has had a productive year upon which to build! Course enrollments increased by 16 percent and contract programs increased by 15 percent following a 95 percent increase in fiscal year 2014!

The Fund Raising School Talking Point of the Month

“Organized fundraising raises more money than disorganized fundraising.”
-Hank Rosso, Founding Director, The Fund Raising School

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Women's Philanthropy Institute

Debra MeschThe Women’s Philanthropy Institute (WPI) continues to partner with a range of organizations to share research about gender differences in philanthropy. In June, WPI Director Debra Mesch joined colleagues Una Osili, Lilly Family School of Philanthropy Director of Research, and Professor Sara Konrath for “the Art and Science of Philanthropy:  Why, Where, and How We Give” at the IU Mini-university conference in Bloomington, IN. The session was organized and moderated by IU First Lady Laurie Burns McRobbie. 

June 18—WPI presented sessions to two audiences for the United Way of Central Indiana. Associate Director Andrea Pactor spoke with members of the United Way Agency Executive Council on trends in philanthropy with a focus on how trends will affect women. Dr. Mesch moderated a panel discussion on volunteering as professional development for a group of current and prospective members of Women United, the United Way’s affinity group for women.

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Lake Institute on Faith & Giving

Bill EnrightJune 1-4—Bill Enright and David King led a four-day Executive Certificate in Religious Fundraising course in partnership with McCormick Theological Seminary in Chicago, IL.

June 22-26—Bill Enright led a five-day Executive Certificate in Religious Fundraising course in partnership with Fuller Theological Seminary in Pasadena, CA.

Looking ahead:

October 14—Distinguished Visitor lecture featuring Henry Timms, Executive Director of 92nd Street Y

This program allows us to bring visionary philanthropic practitioners to share their stories with community leaders, local philanthropists, and related public groups. We are in conversation with potential partners and will share more information this summer. Be sure to mark your calendars for October 14 and 15 for Henry Timms's visit to Indianapolis!

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Una OsiliJune 4—Dr. Una Osili presented to the Indiana University Foundation Board about the Lilly Family School of Philanthropy and its research.

June 9—Dr. Osili, alongside Dr. Sara Konrath and Dr. Debra Mesch, presented at the Mini University at Indiana University—Bloomington in a panel on philanthropy and generosity.

June 16—Giving USA 2015: The Annual Report on Philanthropy was released. Una Osili and Patrick Rooney both presented on Giving USA in New York at a CCS event and at the Hudson Institute, respectively. Una Osili also participated in the first annual Giving USA Google hangout, sponsored by The Chronicle of Philanthropy.

June 26—Patrick Rooney presented on Giving USA 2015 to Association of Fundraising Professionals (AFP) members at Wichita State University.

June 30—Melanie McKitrick and Jacqueline Ackerman presented at the Youth Philanthropy Connect Regional Meeting, held at IUPUI. They presented on research from multiple data sets about philanthropy, especially generational philanthropy.

June 30—Patrick Rooney presented on Giving USA via a webinar in partnership with Johnson, Grossnickle and Associates.

This blog entry was posted in Diversity and tagged diversity, philanthropy on June 2, 2015 by The Alford Group.

Diversity in Fundraising: Women Leading Philanthropy
The Diversity Session at the AFP International Conference this year focused on Women in Philanthropy. This was the first time the session had revolved around that aspect of diversity, and the session was very well attended.

The session was introduced by Brenda A. Asare, The Alford Group’s President & CEO. A panel offering insight into their own experience as female philanthropists and researchers in the field included:
Una Osili, director of Research at the Indiana University Lilly Family School of Philanthropy
• Sylvia Brown, Principal of Brown Capital Management, Inc.
• Ann Allston Boyce, President of the board of The T. Rowe Price Associates Foundation

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June 16—CCS sponsored an event for the release of Giving USA 2015 in New York City. Dr. Una Osili, director of Research, presented the 2015 data followed by a panel of experts reflecting on the results.

Matching Gift Opportunities
The school recently received a generous three-year, $30,000 commitment from the Tomberg Family Philanthropies to support scholarships for Executive M.A. students. Each year, Tomberg Family Philanthropies will contribute $10,000 if the school can raise equivalent matching contributions.

In response to demand for scholarship opportunities for The Executive Certificate in Religious Fundraising (ECRF) program presented by the Lake Institute on Faith & Giving, the School was challenged to raise matching funds in order to receive a $10,000 commitment for scholarships. This four-day intensive program provides the research, tools and customized training to meet the growing needs of leaders in religious communities and fundraisers of faith-based organizations. Participants pay $1,200 - $1,500 for tuition and must cover the expenses for the ECRF program. Scholarships will enable budget-strained individuals and organizations to attend the training they desire to further their mission.

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