Dean's Update

Dean Amir Pasic

On Leap Day our students organized an enlightening and engaging celebration of Black Heritage Month, with Professor Tyrone Freeman presenting from his work on Madame Walker, with a performance artist recreating the atmosphere of her times, as the school was presented with two beautiful lithographs from the collection of Fisk University. 

After three days on campus and extensive interviews with faculty, administrators, students and community leaders, the school’s external review committee gave us some preliminary ideas of findings they will finalize in writing by the end of the month. They challenged us to maintain our leadership in the field as we focus on attracting and preparing students for exceptional lives and careers of philanthropy. The committee was comprised of Dean Tom Davis and Professor Wilhelm from the Indiana University–Purdue University Indianapolis (IUPUI) campus, joining Professors Robert Ashcraft from Arizona State and Jim Ferris from University of Southern California (USC), alongside community members Tom Hiatt and Pat Roe. Their dedication, thoroughness, and stamina were in ample evidence after their immersion in our school’s life. We are truly grateful for their service and engagement with our work.

We were also pleased to welcome Jamie Merisotis, president of Lumina Foundation, one of our top experts on education policy and author of America Needs Talent. He joined Professor Catherine Herrold’s class on foundations to tell the story of how Lumina crafted and implemented its laser-like focus on boosting the number of Americans with higher education credentials.

We also continued our discussions with various partners as we seek to identify high potential practitioners to apply to our executive master’s program. As we heard from Jamie Merisotis, the future of education will challenge us to reach students who cannot exit their careers to build the skills and perspective they need for professional advancement. Our executive master’s program is designed to allow students to continue their family and career responsibilities while enabling them to better understand the larger context and hone their capacity to lead. If you know of talented professionals with at least five years of professional experience, do send them my way. I will be happy to reach out to them and learn about their interests and ambitions.

Johnson, CharlesWe are saddened by the recent loss of our esteemed colleague, mentor and friend Charles Johnson, who served on our board from 1995 to 2005 and chaired it from 1999-2001. I am honored to have had the privilege of meeting him last year. Charles was instrumental in bringing The Fund Raising School to Indiana University and was a founder of the Center on Philanthropy and the field of philanthropic studies. A former vice president for development at Lilly Endowment, he was a pioneer in building the many of the most well-known and relied upon philanthropy and nonprofit infrastructure organizations in the sector, as well as Lilly Endowment’s landmark community foundations initiative for Indiana, and many other important initiatives. Charles’ quiet, visionary leadership will have an enduring impact on those who knew him, and on our sector for generations to come.

Henderson, MikeLast but certainly not least, I would like to welcome Mike Henderson as our newest Board of Visitors member. We are honored to have him join us!

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News You Can Use

SAVE THE DATES!

Join us this spring for these thought-provoking special events; watch our website for more information coming soon!

  • 6, Stead Family Chair in International Philanthropy Lecture
    Guest Speaker: Helmut K. Anheier
    President and Dean, Hertie School of Governance, Berlin
    Academic Director, Centre for Social Investment
  • 7-8, Board of Visitors Meeting
  • 11, The Power and Influence of Women’s Philanthropy Luncheon (hosted by Cindy Simon Skjodt and WPI)
  • IU Day12, IU Day is coming soon! IU Day is an online, worldwide celebration of Indiana University: a binge-watching, social-sharing, IU-wearing, gift-giving IU extravaganza. IU trivia, games, mini lectures, and more will take place on April 12. And if you want to support the school you love, make your gift on IU Day to the Lilly Family School of Philanthropy. Learn more>>
  • 12, From Streets to Charities: Explaining Altruistic Giving to the Poor in Europe with Dr. Sebastian Koos
  • 12, IUPUI Robert G. Bringle Civic Engagement Showcase (2016 Plater Medallion recipients honored)
  • 12-13, Alumni Board Meeting
  • 13, Spirit of Philanthropy Luncheon
  • 13, 2nd Annual Elite 50 Dinner
  • 18, Appreciation breakfast for external partners
  • 18, Social Movements for Good-a conversation with author and M.A. alumnus Derrick Feldmann (hosted by Achieve, Indy Reads, and Lilly Family School of Philanthropy)
  • 29, Arthur C. Frantzreb Lecture: featuring John List at the Association of Fundraising Professionals (AFP) Indiana spring conference

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Academic Programs

March 3New developments in the regulation and self-regulation of community foundations:  The National Standards for U.S. Community Foundations and regulatory and self-regulatory contexts in comparative perspective. 

This workshop was chaired by Mark Sidel, Charles Stewart Mott Foundation Visiting Chair in Community Foundations.

Guest presenters:

  • Dawn Brown, Executive Director, Community Foundation of Grant County (IN)
  • Eileen Ellsworth, Executive Director, Community Foundation of Northern Virginia
  • Lara Kalwinski, Director, Community Foundations National Standards Board, Council on Foundations, Washington DC

March 9Pamela Clark, director of student services and admissions, was a judge for the Students In Action competition, and the school awarded Decatur Central High School a $500 award to continue their community service. The school can also give $1000 scholarships to up to 10 of their members. This event took place at the Indianapolis Colts' Training Facility and aired on WRTV Channel 6.

March 29Pat McAfee, Indianapolis Colts punter and local philanthropist was a guest to the new Celebrity Philanthropy course taught by Gene Tempel, Genevieve Shaker, and Sarah Nathan.

March 31-April 1—Emerging Research on Community Foundations and Philanthropy in the U.S. and Beyond:  A Workshop at the Lilly Family School of Philanthropy

The workshop included four panels made up of Lilly Family School of Philanthropy faculty and staff as well as visitors. It was convened by Mark Sidel, who is currently serving in the Charles Stewart Mott Foundation Visiting Chair on Community Foundations at the school.

Panelists included Professor Catherine Herrold whose presentation was titled “Community Foundations as Political Reformers: Leading Local Democracy Building Efforts Amidst Political Turbulence.”

A group of senior fundraising executives and consultants, called the 2030 Group, are developing an action plan to make young people more aware that there are rewarding careers in fundraising. Following a visit from a colleague of ours, Rod Kirsch, senior vice president for development and alumni relations at Penn State University, who is a member of the group, Gene Tempel will be meeting with the group on April 6 and 7 to discuss how programs like ours can be part of their plans.

Faculty Activities, Awards, and Publications

March 12-13Dwight Burlingame, professor of Philanthropic Studies and Glenn Family Chair in Philanthropy, participated in the Strategic Planning Retreat for CFRE, International in Washington, DC as an expert consultant.

March 16Gene Tempel was invited to talk to the Indiana University–Purdue University Indianapolis (IUPUI) Head Coaches and IUPUI Athletic Department Administrators about philanthropy.

March 17Gene Tempel presented “Civic Engagement for Expatriates: Introduction to the Nonprofit Sector” at the International Center-Indianapolis, IN.

AFP Intl ConferenceMarch 20Gene Tempel and Sarah Nathan presented at Association of Fundraising Professionals (AFP) International Fundraising Conference. Their presentation was titled "Fundraisers: Their Careers, Stories, Concerns, and Accomplishments II."

March 26Kathi Badertscher presented at the Hoosier Women at Work Conference.

March 31-Women’s History Month Leadership Reception

Exemplary women faculty, staff and students were honored at the Women’s History Month Leadership Reception. 

STUDENT WINNERS: Taylor Dooley, Bachelor of  Arts in Philanthropic Studies

Tyrone Freeman, assistant professor of Philanthropic Studies (PHST) and director of undergraduate programs, delivered a well-received presentation to Indiana University–Purdue University Indianapolis (IUPUI) Program Review and Assessment Committee (PRAC) about the PHST capstone course and degree program. PRAC is the campus-wide group that oversees assessment of all of IUPUI’s degree programs and is comprised of representatives from all schools and several administrative units.

Una Osili, director of research, and Ellie (Heng Qu), Ph.D. student, had a paper accepted for publication in Nonprofit and Voluntary Action Quarterly.

Patrick Rooney, associate dean for research and academic affairs:

  • February 29–March 2—Wrote self-study and hosted 5-year review external reviewers
  • March 3—Mark Sidel workshop
  • March 8–10—Hosted Dr. Charley Havey, New Castle University, UK
  • March 28–30—Promotion and tenure committee meetings (evaluate faculty)
  • March 31–April 1—Mark Sidel workshop

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International Programs

See Women's Philanthropy Institute recap.

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Women's Philanthropy Institute

Women’s Philanthropy Institute (WPI) has been on the road again this month. Dr. Debra Mesch spoke to two groups of women in China about WPI’s research and the power and influence of women in philanthropy. In Shenzhen, she spoke with about 150 women entrepreneurs, philanthropists, and female CEOs of nonprofit organizations. In Beijing she spoke with about 50 women from the All-China Women’s Foundation. She found that the women, in general, were very excited about philanthropy and asked “how do I engage in this work? How do I start?” 

Back in the United States, Dr. Mesch traveled to Atlanta to speak to two groups at the Community Foundation of Greater Atlanta. The first was a small “learning circle” of women who spent six months learning more about the nonprofit sector as well as how they can make a difference in their communities. Later in the afternoon, she spoke to a larger group of nonprofit leaders, financial advisors, and donors about the power and influence of women in philanthropy, sharing some of the new research funded by the Gates Foundation grant.

Dr. Mesch continued her road trips with a visit to Kansas City as guest of Nonprofit Connect, an infrastructure organization serving the Greater Kansas City nonprofit community. This invitation came from Jeffrey Byrne whose fundraising consulting firm is a member of the Giving Institute. She spoke to a broad audience of nonprofit leaders, donors, and fundraisers about WPI research and women’s increasing visibility and leadership in philanthropy. Then, she moderated a panel discussion with six local women philanthropists, weaving in research findings throughout the discussion. 

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Lake Institute on Faith & Giving

March 1–3—David King, Thad Austin, and Melissa Spas presented at the Association of Theological Schools Grant Resource Forum in Pittsburgh, PA.

March 12Melissa Spas and Phil Jamieson led a Creating Congregational Cultures of Generosity seminar for the United Methodist Foundation for the Memphis & Tennessee Conferences in Nashville, TN. This is day two of this three-day serial offering.

March 30–April 1Bill Enright presented on behalf of Lake Institute at the Stepping into Stewardship Conference hosted by the United Church of Christ (Disciples of Christ) in Orlando, FL.

March 31Dr. Jonathan Walton presented the 13th Annual Thomas H. Lake Lecture in Indianapolis, IN. Walton is the Plummer Professor of Christian Morals, Pusey Minister in the Memorial Church, and Professor of Religion and Society at Harvard Divinity School. The title of his lecture was “Jesus, Chief Executive: The Gospel of Health & Wealth at the Core of American Religion.”

March 31–April 1—The Lake Institute Advisory Board Meeting held a two-day meeting in Indianapolis, IN.

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Research

March 14Dr. Una Osili, director of Research, participated in a conference in Stockholm, Sweden organized by the Swedish Entrepreneurship Forum around understanding new approaches to philanthropy in the U.S. Dr. Osili presented on understanding the U.S. philanthropic context.

March 17Dr. Osili presented to the Indiana Association of United Ways at the group’s annual statewide convening in Indianapolis. Dr. Osili presented on how philanthropy is changing, and implications for the United Way in Indiana.

March 22Dr. Osili and Jonathan Bergdoll, applied statistician, hosted two representatives from the Salvation Army regional offices in Nashville, TN. They discussed the Human Needs Index project and our ongoing partnership.

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Development

February 23Sarah Mishurov, director of strategy and operations of the Hearst Foundations, visited the school. She met with faculty and staff of the school while also taking time to meet with current students. The Hearst Foundations are national philanthropic resources for organizations and institutions working in the fields of education, health, culture and social service. Following her visit, Hearst Foundations’ Board of Directors approved a grant of $100,000 to provide scholarships to undergraduate minority students in the Lilly Family School of Philanthropy.

March 9Morton Meyerson visited the school and spoke to students, staff and faculty on “Failures, Luck and Relationships” over lunch. Morton is chair of 2M Companies, Inc., a family-owned investment firm. He previously served as president and vice chair of Electronic Data Systems (EDS) and as chairman and CEO of Perot Systems.

Looking Ahead!

April 7-9—Former Board of Visitor member Harriet Ivey’s Capstone Award was awarded to Shanel Poole. This award will allow her to attend the Association of Black Foundation Executives (ABFE) Conference: Empower Philanthropy in Baltimore, MD on April 7-9.

April 12—IU Day is coming soon! IU Day is an online, worldwide celebration of Indiana University: a binge-watching, social-sharing, IU-wearing, gift-giving IU extravaganza. IU trivia, games, mini lectures, and more will take place on April 12. And if you want to support the school you love, make your gift on IU Day to the Lilly Family School of Philanthropy. Learn more>>

April 18Derrick Feldmann, a 2001 M.A. in Philanthropic Studies alumnus, recently released his book Social Movements for Good- How Companies and Causes Create Viral Change. On April 18th, the school, Achieve, and Indy Reads will co-host a conversation with Derrick at 4:00 p.m., followed by a reception and networking. The event is open to the public and will be hosted at Indy Reads.

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Communications

Dean Pasic was quoted in a Reuters article about using crowdfunding for less-than-charitable personal fundraising purposes. The story also appeared in Fortune, the Minneapolis Star-Tribune and other outlets.

Dean Pasic also was quoted in an article in The NonProfit Times about whether seniors will be able to afford to continue giving in retirement.

Tim Seiler was quoted in a Marketplace radio story about charity overhead costs in the wake of the upheaval at the Wounded Warrior Project.

In a blog in the Huffington Post, U.S. President of United Way Worldwide Stacey Stewart discussed our research on women’s philanthropy.

The Telegraph (UK) discussed our research about women’s philanthropy in an article entitled “Why are men more stingy than women when it comes to charity?”

The Chronicle of Philanthropy reported the $750,000 grant Lilly Endowment Inc. made to Lake Institute on Faith & Giving.

The Chronicle of Philanthropy reported Diana Aviv’s appointment as Distinguished Visiting Practitioner and Visiting Fellow at our school.

The Chronicle of Higher Education published a notice about the availability and application deadline for the WPI Doctoral Dissertation Fellowship.

A Town & Country article on the politics of donations cited our study of anonymous giving.

A Houston Chronicle article on the Greater Houston Community Foundation’s creation of a new family philanthropy center cited our Philanthropy Outlook predictions.

Una Osili was quoted in a Deseret News story about Baby Boomers’ charitable giving.

The Cleveland Jewish News drew on our 2014 U.S. Trust Study of High Net Worth Philanthropy in a story about whether giving to political campaigns comes at the expense of giving to charity. The study also was cited in a Palm Beach Daily News article about wealthy donors giving to higher education.

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