Dean's Update

Dean Amir PasicOn June 1, I was pleased to join Jud Fisher, M.A. 2007, president, and Jenna Wachtmann, M.A. 2015, program officer, at the Ball Brothers Foundation Spring Reception in Muncie, Indiana, where we cheered the accomplishments of the city's community leaders.

We were pleased to join with the Central Indiana Corporate Partnership in hosting Antoine van Agtmael in Indianapolis. Van Agtmael, who coined the expression "emerging markets," spoke about his new book, The Smartest Places on Earth: Why Rustbelts are the Emerging Hot Spots of Global Innovation. He spoke about the role of philanthropy and community "connectors" in spurring collaborative innovation that is transforming many rustbelt cities.

I visited some of our affiliate faculty in Bloomington this month and met there with the deans of the IU School of Public and Environmental Affairs (SPEA) and the School of Global and International Studies (SGIS). We were also happy to welcome Ronit Segelman, M.A. 2015, back to her alma mater as we discussed her work to support philanthropy in Israel.

Of course, the highlight of the month was the launch of Giving USA 2016. I joined Una Osili and about a half dozen alumni at an event hosted by CCS in Washington, D.C. Panelists included Rev. Msgr. John J. Enzler, president & CEO, Catholic Charities of the Archdiocese of Washington, Jarl Mohn, president & CEO, NPR, and Robert Kissane, president, CCS.

We also had interesting conversations about possible collaboration with the W.K. Kellogg Foundation and with Steve Churchill, president of the Association of Healthcare Philanthropy. President Brian Johnson of Tuskegee University, who was a fellow with us some years ago, paid a visit and we discussed ways of working together.

June included a trip to Denver where I had an opportunity to catch up with Board of Visitors memberJerre Stead and to introduce the school to two major foundations in the city—the Daniels Fund and the Gill Foundation.

The Fund Raising School hosted the Leadership Roundtable aimed at providing experienced fundraising professionals with the latest research on philanthropy. The two-day event featured an in-depth look at the implications of the new Giving USA 2016 report, and John Duong, director, strategic impact investments and social innovation, Lumina Foundation, gave a terrific presentation on strategic social investment.

As the month concludes I am looking forward to meeting with Marissa Manlove, president and CEO, Indiana Philanthropy Alliance, and Claire Fiddian-Green, president and chief executive officer, Fairbanks Foundation. I will also be catching up with departing Board of Visitors member Ted Grossnickle. We will miss him, but plan to draw on his expertise and affection for the school even as he relinquishes his formal duties.

News You Can Use


  • June 28-July 1, ISTR conference, Stockholm, Sweden
  • 8, Giving USA 2016: Stories Behind the Latest Giving Trends panel, live webcast from The Giving Institute Summer Symposium, Napa, CA
  • 17, CASE 2016 Summit for Leaders in Advancement, New York, NY
  • 18-20, Forum of Regional Associations of Grantmakers, Indianapolis, IN
  • 20-23, HOBY Conference, Chicago, IL
  • 21, Junior Achievement USA, Indianapolis, IN
  • 28, Big Ten Development Conference, Purdue University, West Lafayette, IN

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Academic Programs

Honors and Awards

Marina Tan HarperCongratulations to doctoral student Marina Tan Harper, who has accepted a leadership position at University of California-Davis.

Faculty Activities, Awards, and Publications

June 7, Tyrone Freeman presented "Using ePortfolios to Assess Student Learning in Philanthropic Studies" at the International Conference of the Association for Authentic Experiential and Evidence-based Learning in Edinburgh, Scotland as part of a panel with IUPUI faculty from the School of Liberal Arts. The global gathering brought together faculty from Europe, North America, South America, and Asia to discuss eportfolios as a high-impact pedagogy for promoting deep student learning across cultural contexts. 

June 8-22, Mark Wilhelm was a Benjamin Meaker Visiting Professor at the Institute for Advanced Studies at the University of Bristol in the UK. While there he gave a public lecture, “The Principle of Care, Empathic Concern, and Altruism.” He also worked with Professors Sarah Smith (University of Bristol) and Kimberly Scharf (Warwick University) on the project “Do disaster appeals reduce other donations?”

The work uses data from the Charities Aid Foundation. Preliminary results were presented to, and feedback gathered from, two groups whom CAF convened in London: corporate social responsibility executives from several UK corporations, and representatives from leading UK charities such as the Disasters Emergency Committee, Oxfam UK and World Vision UK. The results will be disseminated by the Charities Aid Foundation when the study is completed.

Karl Besel is co-author of the forthcoming book, Passing the Torch: Preparing for the Next Generation of Leaders in Public Service, University of Arkansas Press.

Catherine HerroldCatherine Herrold conducted research in Palestine and Israel in June, including conducting field research on local foundations, NGOs, and community-led development groups in Palestine. She participated in an “Active Citizens Roundtable” event held at Dalia Association. (The photo of the event is courtesy of Rasha Sansur).

She also participated in a research workshop at the Hebrew University of Jerusalem entitled, “Civil Society and the Welfare State in the Age of New Public Governance: A Cross-National Perspective,” with Hebrew University colleague Michal Almog-Bar. And, she presented a paper entitled “From Co-optation to Concealed Contestation: Foundation-Government Relations in Egypt” at the International Society for Third-Sector Research (ISTR) in Stockholm, Sweden.

Patrick Rooney presented “Giving USA 2016, The Annual Report on Philanthropy for the Year 2015,” at events hosted by Drinker Biddle & Evans Consulting Group, in Philadelphia, PA and New York, NY, as well as for a national, public webinar hosted by Nonprofit Quarterly. He also made that presentation and another, “The Stability of Donors: do the Exact Same Donors Give Every Year?” at events hosted by Jeffrey Byrne & Associates and U.S. Trust in Kansas City, KS.

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International Programs

Ronit SegelmanJune 13, Ronit Segelman, M.A. ’15, visited the Lilly Family School of Philanthropy and gave a presentation on philanthropy in Israel, where she serves as director of philanthropy at Sheatufim: Strategies for Social Impact.

June 20, Les Lenkowsky delivered a webinar for WINGS (Worldwide Initiatives for Grantmaker Support) entitled “Smarter Philanthropy: How Higher Education Can Help.” 

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Women's Philanthropy Institute

Debra Mesch presented “Giving and Volunteering in Lions Clubs: Evidence from a Global Sample” by Mesch, Una Osili, and Cagla Okten (Bilkent University) at the International Society for Third-Sector Research conference in Stockholm, Sweden.

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Lake Institute on Faith & Giving

Melissa SpasDavid KingJune 1-2
David King and Melissa Spas participated in a consultation of the God’s Economy Seminary Collaborative, convened by Criterion Institute and hosted by Christian Theological Seminary.
June 6-9
Spas and Gary Dollar led a four-day Executive Certificate in Religious Fundraising course in partnership with San Francisco Seminary.
June 7
King led a breakout session at the Indiana Philanthropy Alliance conference on the topic of understanding how values influence donors’ giving.
June 8-9
King participated in a meeting of the 2016 planning grant recipients of the Lilly Endowment Inc.’s National Initiative to Address Economic Challenges Facing Pastoral Leaders. Lake Institute is engaged on an ongoing basis as a resource partner for this grant program.
June 10
In partnership with the Sagamore Institute, Lake Institute hosted an intimate luncheon gathering of local leaders who want to affect social and spiritual change in our city. Rev. Dr. McKenzie “Mac” Pier, founder & CEO, The New York City Leadership Center, discussed Movement Day Global Cities and how Indy leaders can get involved.
June 16
King and Thad Austin presented the most recent data from Giving USA in the Church Leader Podcast presented by Seedbed. They discussed the most recent trends in giving and presented a national perspective about the state of the offering plate.
June 20-24
Bill EnrightBill Enright led a five-day Executive Certificate in Religious Fundraising course (for Fuller Seminary students only) in partnership with Fuller Seminary in Pasadena, CA.
June 20-24
King presented at the Cooperative Baptist Fellowship General National Assembly in Greensboro, NC.
June 23
Spas presented at the Archdiocesan Priest Convocation at Saint Meinrad Seminary in Saint Meinrad, IN.

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Giving USAJune 14: Giving USA 2016: The Annual Report on Philanthropy launched on June 14, 2016. Board of Visitors members may access Giving USA digital products free of charge using the information sent to you in a separate email from Dean Pasic last week.

Dean Amir Pasic and Una Osili presented at a launch day event hosted by CCS in Washington, DC. Faculty and staff made several other presentations of the Giving USA 2016 results throughout the month.

Osili presented at a launch event at the Columbus Foundation in Columbus, OH. Patrick Rooney presented on Giving USA 2016 in Philadelphia, New York City, and Kansas City, and on a Nonprofit Quarterly webinar in the two weeks following the release. Melanie McKitrick presented at Johnson, Grossnickle and Associates in Greenwood, IN on June 28.

June 17: U.S. Representative Susan Brooks of Indiana’s 5th congressional district visited the IU Lilly Family School of Philanthropy. Congresswoman Brooks contacted the Research department about her interest in the Human Needs Index and how it can be used to help inform policy, including plans pending in the U.S. House of Representatives to help combat poverty.

June 23 and 24: Osili participated in The Fund Raising School’s Leadership Roundtable. On June 23, she presented on Giving USA 2016, and on June 24, she presented on a study of intergenerational philanthropy sponsored by Vanguard Charitable.

June 28-July 1: Osili and Jacqueline Ackerman attended the International Society for Third-Sector Research (ISTR) 12th international conference in Stockholm, Sweden. Papers coauthored or presented by research department staff at the conference include:

  • “The Effects of a National Campaign on Online Donations: A Regression Discontinuity Approach to #GivingTuesday” by Osili and Cagla Okten (Bilkent University)
  • “Giving and Volunteering in Lions Clubs: Evidence from a Global Sample” by Debra Mesch, Osili, and Okten
  • “Giving to Women and Girls: An Unexamined Field of Philanthropy” by Ackerman and Elizabeth Dale (Seattle University)

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Elle YangThe Development team welcomes Elle Yang, M.A. 2016, as a member of our team for the summer as part of the IU Foundation Internship program. During her time with us, Elle will deepen her knowledge in prospect research and its practical application in a development setting, helping the school identify new partnerships and donors along the way. We are excited to have Elle join us for the summer as a part of our team!

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Giving USA 2016, which was researched and written by the school and published by Giving USA Foundation, earned terrific and widespread coverage from media outlets across the U.S. and around the world following its June 14 release.

Among the key outlets covering the report were: Associated Press, Bloomberg News, National Public Radio, CNNMoney, Money, PBS Nightly Business Report, CNBC, Forbes, Fortune, The New York Times, The Washington Post, The Huffington Post, Fast Company, MarketWatch, Yahoo! Finance, U.S. News & World Report, CBS Radio News Network, USA Radio Network, The Chronicle of Philanthropy, NonProfit Quarterly, The NonProfit Times and Philanthropy News Digest, along with many others.

Financial Times quoted Ann Boyd-Stewart in an article on family foundations supporting medical research.

The Huffington Post wrote an article about the fact that more Americans give to charity than vote that was inspired by a quote from Patrick Rooney in the Giving USA press release. The article quoted Rooney and cited our research.

Articles in Financial Advisor (subscription required), Philanthropy News Digest, Nonprofit Quarterly and the Door County (WI) Pulse featured Debra Mesch and the Women’s Philanthropy Institute research conducted under the first grant from the Bill & Melinda Gates Foundation, including the recently released study on giving to causes benefiting women and girls.

An Indianapolis Star column focused on Antoine van Agtmael’s visit and speaking engagement in Indianapolis co-hosted by the school and the Central Indiana Corporate Partnership.

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