Dean's Update

Dean Amir Pasic

As the month began Associate Dean Patrick Rooney and I attended the William and Flora Hewlett Foundation’s 50th Anniversary Symposium at Stanford University. Titled “From Promise to Progress in the Social Sector,” the gathering of donors and grantees provided an opportunity to engage leading thinkers and practitioners to consider the state of the field and forecast its future. It was also an opportunity to reconnect with old friends, including some prominent alumni of the school, as well as to make new connections.

Thanks to an introduction by board member Derrick Feldmann, M.A. ‘01, the school hosted Victor Yuan, Dr. Scholl Foundation Visiting Fellow on US-China Relations at the Chicago Council on Global Affairs. A prominent entrepreneur in China, Victor Yuan founded the Center for Youth Entrepreneurship for Society (YES), a non-profit that supports youth social engagement, training of young philanthropy talents, and promotion of institutional development and organizational governance of civil society organizations in China.

I was also pleased to join the first alumni gathering of the Hoosier Fellows at the home of Ambassador Randall Tobias. We learned of the origins of the Randall L. Tobias Center for Leadership Excellence which runs the Hoosier Fellows Program. The Lilly Family School of Philanthropy was recognized as one of the four schools that collaborated in founding the Center. I was also pleased to meet with the Center’s new dynamic director, Julie Magid, to explore ways in which the school could be more substantively involved in the Hoosier Fellows Program, including exposing our students to these exceptional leaders in our community.

As the temperature plummeted in Indianapolis, Assistant Dean Ann Boyd-Stewart and I flew south to Houston to visit with board member and former chair Maureen Hackett, Women’s Philanthropy Institute Council Member Kelly Hackett, and their team at Salient Partners. We also stopped in to see alumna Dr. Angela Seaworth, Ph.D. ‘16, who is vice president for development at Strake Jesuit School. 

It was a pleasure to join our students and members of the community as Professor Tyrone Freeman presided over the official grant awarding by his Learning by Giving Class to the spirited and thankful leadership of Flanner House.

Learning by Giving 2016

News You Can Use

January

  • 9, Classes resume
  • 12, Philanthropy Outlook released (Research) at Leadership Roundtable
  • 12-13, The Fund Raising School's Leadership Roundtable, Miami, FL
  • 16, Martin Luther King Jr. Day-OFFICE CLOSED
  • 18, Lilly Family School of Philanthropy Alumni Association Board of Directors meeting (virtual)
  • 18, Giving USA Board Reception, 5:00 p.m., University Hall
  • 18-19, Giving USA Planning meeting, at the school (Research)

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Academic Programs

Philanthropy Ambassadors Club (PAC) Activities

December 1–PAC was inspired by indyactsofkindness.com and placed positive messages, attached to candy canes, around campus.

PAC Indy Acts of Kindness   PAC Indy Acts of Kindness 2

December 8—PAC held a study session in the student lounge to prepare for finals. "Staff also provided us with the 'fueling station,' full of caffeine and snacks. They also wrote us good luck messages. We loved it!" -Kayla Broughton, PAC President

December 2Monique Johnson, B.A. major, participated in an undergraduate research symposium sponsored by the IUPUI Center for Research and Learning. She presented her research on philanthropy in the founding and operations of African American Old Folks' Homes in the nineteenth century. Monique is participating in the school's Diversity Scholars Research Program, a campus initiative designed to engage minority undergraduates in faculty-mentored research opportunities, and her research is being supervised by Dr. Tyrone Freeman, assistant professor of philanthropic studies.

December 14—The Learning by Giving undergraduate class held an award ceremony in the school to announce Flanner House of Indianapolis, Inc. as the 2016 recipient of the Learning by Giving grant of $10,000. Students spent the semester studying local needs in Central Indiana, developed values and mission statements to guide their grant-making, and issued a request for proposals (RFP) through the United Way of Central Indiana's network. Twenty-three nonprofits applied to the course for the grant, and students held intense discussions and conducted site visits to make an informed decision. The $10,000 will fund Flanner House's Food, Education, Employment, Distribution (F.E.E.D.) Program which will provide low cost, locally grown food for a neighborhood that has been called the largest food desert in the state. Young men and women will be taught to run the farm and receive educational and employment placement support to enter into agricultural and food distribution industries. Funding was provided by the Learning by Giving Foundation and by the school. The course was developed by Dr. Greg Witkowski, associate professor of philanthropic studies, and taught this semester by Dr. Tyrone Freeman, assistant professor of philanthropic studies.

Philanthropy Research Workshop

December 1—Mark Wilhelm, Professor of Economics and Philanthropic Studies, IUPUI, and Daniel Hungerman, Associate Professor of Economics, University of Notre Dame

What is the Price Elasticity of Charitable Giving? Toward a Reconciliation of Disparate Estimates

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 Staff/Faculty Activities, Awards, and Publications                     

Patrick Rooney’s December engagements (Associate Dean for Academic Affairs and Research):

  • December 5-6—Hewlett Foundation 50th Anniversary, San Francisco, California
  • December 8—Tobias Leadership Networking Event, Tobias residence

In November, Patrick Rooney presented at the 45th Annual ARNOVA Annual Conference.

  • Differences in Philanthropic Behaviors by Different Generational Cohorts
  • Do University Endowments Affect Their Academic Rankings? A Longitudinal Study of the Top 100 Universities in the U.S.
  • Donor Stability: Do the Exact Same Donors Give Every Year?
  • A Longitudinal Study of Giving to Houses of Worship: 2003-2013
  • The Current State of Giving to Houses of Worship    

Grønbjerg named fellow of National Academy of Public Administration

Kirsten GronbjergKirsten Grønbjerg, professor and associate dean for faculty affairs in the School of Public and Environmental Affairs at IU Bloomington and Efroymson Chair in the IU Lilly School of Philanthropy in Indianapolis, has been named an academy fellow of the National Academy of Public Administration.

She is one of 50 leaders in the field of public administration inducted as fellows at the academy's annual meeting this month in Washington, D.C. Selection of academy fellows follows a rigorous review of the individuals' contributions to the field of public administration and policy.

Grønbjerg is a nationally recognized scholar on nonprofit and public-sector relationships. For the past 16 years, she has directed a major project on the Indiana Nonprofit Sector: Scope and Community Dimensions, which analyzes and disseminates information about Indiana nonprofits and their contributions to the state and local communities. Her other research and publications focus on nonprofit funding relations, capacity, data sources and the American welfare system. 

Grønbjerg becomes one of 14 faculty members from the IU School of Public and Environmental Affairs to be named fellows of the academy.

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International Programs

December 2Professor Miho Funamori visited and met with Leslie Lenkowsky to explore the role of philanthropy in higher education policy in the United States through a grant she received at the University of Tokyo.

December 8Victor Yuan, CEO of Chinese public opinion/market research firm Dataway Horizons, visited the Lilly Family School of Philanthropy as part of his fellowship at the Chicago Council on Global Affairs. His visit included meetings with faculty and staff as well as a “fireside chat” with students, parts of which he broadcast on social media (Weibo) in China. Through his nonprofit Youth Entrepreneurship for Society, Victor supports youth in China who want to create positive social change. We are grateful to Derrick Feldmann, M.A. '01 and Board of Visitors member for making the connection. 

VIDEO: Victor’s Doctor Scholl Foundation lecture in Chicago

International Programs

December 9–11Dr. Shariq Siddiqui (M.A., ‘04; Ph.D., ‘14) facilitated the opening workshop at the inaugural Executive Management in Philanthropy (EMP) program in Shenzhen, China, the new headquarters for the China Global Philanthropy Institute (CGPI). The Lilly Family School of Philanthropy has worked with CGPI since 2013, when it was part of the China Philanthropy Research Institute based at Beijing Normal University. In November 2015 Bill Gates, Ray Dalio, Jack Ma, and other philanthropists established CGPI to provide education and training to nonprofit executives and philanthropists in China. Our role in the development of the EMP is mentioned in this China Daily article from June 2016.

December 11-12Dr. Gil Latz was an invited presented to the Japan Futures Initiative (JFI) and European Japan Advanced Research Network (EJARN) Joint Conference, Japan’s Future: International Reflections on the Prospects for a “New Meiji” Transformation. The joint conference took place in Tokyo, Japan. Latz spoke as part of the panel on Innovation and Civil Society; his paper was entitled, “Effective Leadership in Japan: The Case of Shibusawa Eiichi.”

While in Tokyo, Latz held meetings at Waseda University to explore matters of common interest, on behalf of Lilly Family School of Philanthropy.

Dr. Latz is Professor of Geography and Affiliated Professor of Philanthropic Studies; Associate Vice Chancellor for International Affairs, IUPUI; and Associate Vice President for International Affairs, Indiana University.

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Women's Philanthropy Institute

Women’s Philanthropy Institute’s (WPI) director presented a session to about 100 women financial advisors from companies around the country at the Barron’s Top Women Advisors Summit in Palm Beach, FL in early December. The session, Women:  An undervalued asset for philanthropy, examined how the changes affecting women’s roles in society in recent years affect philanthropy. Dr. Debra Mesch suggested that the advisor, as listener and trusted confidant, may become increasingly important in helping clients integrate philanthropy more fully into their wealth management strategies. 

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Lake Institute on Faith & Giving

December 1-2David King and Melissa Spas presented at the Ecumenical Stewardship Center “Generosity NEXT” conference in Miami, FL.

December 3—The Reformed Church of America held its second of three Creating Congregational Cultures of Generosity classes in Albany, NY, where Melissa Spas was the instructor.

December 7-9David King presented at The Association of Theological Schools’ Intensive for New Presidents. It was held in New Orleans, LA.

December 12—All Lake Institute staff participated in a staff retreat.

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Research

December 2Una Osili, director of Research, was invited to present to the United Way Worldwide Board at their meeting in Dallas. The title of her presentation was “The Philanthropic Landscape.”

December 6Una Osili, director of Research, made a presentation to the Indiana University, Bloomington campus, Women in Economics group.

December 7Una Osili, director of Research, presented, with Angela White, Johnson, Grossnickle and Associates, and Claire Costello, U.S. Trust, Bank of American Private Wealth Management, the Understanding High Net Worth Donors Webinar highlighting the 2016 U.S. Trust Study of High Net Worth Philanthropy. The webinar had over 500 registered participants.

December 8—The Research Department hosted Mark Lawrance, vice president of engagement and innovation policy at the Indiana Chamber of Commerce.

December 9Una Osili, director of Research, was invited to speak at the Philanthropy Bootcamp for journalists in Boston. The title of her presentation was “Understanding the Philanthropic Landscape.”

December 9Una Osili, director of Research, was interviewed by Kirk Carapezza, Boston Public Radio, about the philanthropic challenges facing colleges hoping to reach their young alumni.

December 12Una Osili, director of Research, was invited to present to the Swedish Economic Forum Report in Stockholm, Sweden, and provide a chapter for the report. The report is on migration (refugees), entrepreneurship and economic integration. Her chapter is entitled, “Do Immigrants Contribute to Public Goods? Recent Evidence from the U.S.”

December 16—A final report, “Mapping Pathways of Service to Strengthen Community Impact,” of a study commissioned by the Duke Energy Foundation was submitted. Una Osili, director of Research, presented the results to an audience of staff and community leaders at the Duke Energy office in Plainfield, IN.

December 20Una Osili, director of Research, was interviewed by Drew Daudelin, WFYI Indianapolis, about poverty issues in Indianapolis.

December 21—The Lilly Family School of Philanthropy and John Templeton Foundation announced the awarding of grants to expand knowledge about how generosity is learned and practiced throughout lifetimes. Eight emerging researchers nationwide, who are working to expand knowledge on generosity over the course of a lifetime, received grants from the Indiana University Lilly Family School of Philanthropy. Generously funded by the John Templeton Foundation, the grant program will identify and capture bold ideas and innovations in the social sciences and the arts and humanities that shed light on what it means to live generously and transmit generosity to others.

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Development

The gifts are still being counted for the 30th Anniversary Fellowship Challenge, but we have already exceeded our goal. Thank you!

This short, four-month campaign was led by current board chair, Melynne Klaus, and past board chair, Maureen Hackett, and many of you joined them to raise $103,180.63 for current use fellowships.

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Communications

Forbes published an op-ed by Debra Mesch on the ways that younger women are disrupting philanthropy.

Associated Press quoted Patrick Rooney in an article about the Eric Trump Foundation.

The Indianapolis Recorder published an article about Tyrone Freeman having received ARNOVA’s outstanding dissertation award and its focus on the philanthropy of entrepreneur Madam C.J. Walker, who became America’s first self-made woman millionaire.

Debra Mesch is quoted in The Washington Post’s article about women investing in charitable causes in the wake of the 2016 election. The article also was published by several other media outlets around the country.

New York Magazine also quoted Debra Mesch in an article about how to give to charity if one is not wealthy.

The NonProfit Times published an article about the appointment of John List as Visiting Robert F. Hartsook Chair in Fundraising at our school.

Inside Indiana Business quoted Una Osili in an article about the results of our research for the Coutts International Million Dollar Donors Report.

Sara Konrath is quoted in a Columbus Dispatch story about how volunteering benefits volunteers’ health.

The Palm Beach Daily News quoted Patrick Rooney on how possible changes in tax policy could affect charitable giving.

The Tampa Bay Times cited our research for the Philanthropy Outlook 2016-2017 in a column about the state of the giving landscape in 2016.

Reuters cited our Women Give research that found that talking to one’s children about philanthropy is key to raising charitable children. The article was picked up by numerous media outlets around the country, and the research was cited in other holiday articles about giving.

Les Lenkowsky is quoted in a Co.Exist article about Tiger Woods’ foundation.

The Zionsville, Ind., Times-Sentinel published an article about Bill Stanczykiewicz’s appointment to the Community Foundation of Boone County’s board of directors.

The Hill and several other media outlets cited our research from a previous U.S. Trust Study of High Net Worth Philanthropy noting the share of wealthy households reporting that they gave more money to charitable purposes during the last months of the year than at other times.

Kirsten Grønbjerg was quoted in a Virginian-Pilot article about how to effectively choose a charity to support.

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