Dean's Update

Dean Amir Pasic

In the month of November, we were proud to host alumnus, Robert T. Grimm, Jr., M.A. ‘98 and Do Good Institute Director at the University of Maryland, who spoke about the campus-wide engagement with philanthropy that is becoming a distinguishing feature of that university. I also enjoyed joining Lake Institute’s Advisory Board for a portion of their annual meeting to discuss our vision for the future. 

The school also hosted the two inaugural Richard Rockefeller Fellows, Jasmine Lau, cofounder and executive director of Philanthropy in Motion (PIM), and Tong Ning, director of China Philanthropy Research Institute’s Center for Teaching Management, who have already demonstrated leadership in advancing philanthropy in China. We explored health philanthropy when we welcomed Steve Rum, vice president for development and alumni relations at the Fund for Johns Hopkins Medicine for a visit and a presentation on campus titled The Hopkins Way: Bringing Evidence and Ethics to Medical FundraisingIndiana University School of Public and Environmental Affairs (SPEA) alumnus Andrew Dunckelman, portfolio manager at, made time for an impromptu workshop here at our school on his analysis of the organization’s work to date, and I joined the highly engaging annual meeting of The Philanthropy Roundtable, where I led a session on educating the next generation of philanthropists. 

In Washington, D.C., Indiana University alumnus and passionate school champion Jeff Richardson hosted an intimate gathering of alumni and friends at his lovely Georgetown home. We had multiple faculty in Washington D.C. for the annual Association for Research on Nonprofit Organizations and Voluntary Action (ARNOVA) conference during which Professors Tyrone Freeman and Lehn Benjamin received prestigious awards for their scholarship. 

After taking a moment to give thanks to our community for supporting the school, I was back in Washington, D.C. on #GivingTuesday for the opening of Giving in America,’ the permanent exhibit at the Smithsonian National Museum of American History. I also used the occasion to visit colleagues at the Pew Charitable Trusts, Charles and Lynn Schusterman Family Foundation, and Ann Fitzgerald, M.A. '09 and Alumni Board Member. Back in Indianapolis, we met with friends from the Council of Foundations to explore collaboration on training.

List, JohnAnd in the last week of the month, we made the official announcement about John A. List being named Visiting Robert F. Hartsook Chair in Fundraising at Indiana University Lilly Family School of Philanthropy. We are thrilled to have John in this distinguished role at the school as we join forces to better understand philanthropy and implement measures that make a definitive difference.

2016 Thank you 2

2016 Thank you

News You Can Use


  • 12, Last day of classes
  • 13, Finals begin
  • 18, Finals end
  • 25, Christmas
  • 26-January 2, OFFICE CLOSED

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Academic Programs

Philanthropy Research Workshop

The research seminar formerly known as Workshop in Multidisciplinary Philanthropic Studies (WIMPS) is now called Philanthropy Research Workshop (PRW). Three presentations were given in November.

November 3—Kimberly Pendleton, Ph.D. candidate, George Washington University, American Studies
"Operation Rescue: Purity and Danger in Narratives of Sex Trafficking"

November 10—Arjen de Wit, Ph.D. candidate at the Center for Philanthropic Studies at Vrije Universiteit (VU) Amsterdam, the Netherlands.
"Crowding-out in context: When and how does government support affect charitable giving?"

November 15—Marlene Walk, Assistant Professor, Indiana University‐Purdue University Indianapolis, School of Public and Environmental Affairs
Itay Greenspan, Lecturer, Hebrew University of Jerusalem, School of Social Work and Social Welfare
"Who Does and Who Does Not Volunteer? Immigrant Volunteering in Germany: Policy Implications for a Successful Integration"

November 19—Appetizers and Opportunities

Pamela Clark, director of student services and admissions, hosted an information/recruitment event in Boston, MA. Local area alumni were encouraged to invite those that might be interested to come and learn about their educational opportunities with the Lilly Family School of Philanthropy.

November 28-30—Student services hosted an exhibit table at the Because Kids Count Conference; a two-day conference experience held by Indiana Youth Institute (IYI) with the largest gathering of youth workers and educators in the Midwest packed with educational workshops, nationally recognized speakers, and a resource tradeshow. 

Alumni Updates

November 172016 IN Philanthropy Awards
Association of Fundraising Professionals (AFP IN Chapter)

The school was a sponsor and had a table at the event.

  • Outstanding Young Adult:  Kirat Sandhu, B.A. ‘16, nominated by Indiana University
  • Outstanding Fundraising Professional:  Barb Coury, M.A. ‘11, nominated by American Red Cross
  • Lifetime Achievement:  William G. (posthumously) and Dr. Rose Mays nominated by Indiana University and Indiana University Foundation

2016 IN Philanthropy Awards _____________________________________________________________________

Staff/Faculty Activities, Awards, and Publications

November 9—Post-election analysis with Professor Les Lenkowsky
If you missed it or wish to watch it again, please go to this recorded link.

ARNOVA conference

November 17-19—45th Annual ARNOVA Annual Conference was held in Washington, D.C. This is the largest and most significant gathering of leaders and scholars of the nonprofit sector and philanthropy held every year. The Lilly Family School of Philanthropy was a sponsor.

The theme this year was Nonprofits, Philanthropy, and Government: Policy and Partnerships in an Era of Change. The conference explored these questions, especially in relation to policy and partnerships with government. Though widely used labels like nongovernmental organization (NGO), the third sector, and the independent sector connote separation from government, the public sector is intimately linked to the nonprofit and philanthropic sectors.

School attendees included:

Jacquie Ackerman, Lehn Benjamin, Jon Bergdoll, Dwight Burlingame, Chelsea Clark, Tyrone Freeman, Katie Herrold, Sevda Kilicalp, David King, Lukia Li, Ji Ma, Deb Mesch, Una Osili, Amir Pasic, Patrick Rooney, Rich Steinberg, and Greg Witkowski

Benjamin, LehnNovember 18—Lehn Benjamin, assistant professor of philanthropic studies, and David Campbell, University of California Davis, received the NVSQ Best Article Award at the ARNOVA conference in Washington D.C. for "Nonprofit Performance: Accounting for the Agency of Clients-NVSQ, 44(5)"

Freeman, TyroneNovember 18—Tyrone Freeman, assistant professor of philanthropic studies, received the 2016 Gabriel G. Rudney Memorial Award for Outstanding Dissertation in Nonprofit and Voluntary Action Research at the ARNOVA conference in Washington D.C. for his dissertation entitled, "Gospel of Giving: The Philanthropy of Madam C.J. Walker, 1867-1919."

He also served as a panelist for the Diversity Scholars and Leaders Development Program where he presented on "Teaching Approaches in Philanthropic Studies"; delivered his paper, "Agents of Change: Black Women's Associationalism, Ritualism, and Activism in the Walker Benevolent Clubs, 1917-1930"; and delivered the Gabriel G. Rudney Memorial Award special mini-plenary lecture presentation, "Madam C.J. Walker's Gospel of Giving."

Tyrone Freeman, assistant professor of philanthropic studies, and Una Osili, professor of philanthropic studies and director of research, have been awarded $12,000 by Indiana University's EMPOWER Program to research trends in African American philanthropy using the Philanthropy Panel Study.

Rich Steinberg attended the Editorial Board Meeting for Nonprofit and Voluntary Sector Quarterly.

November 29/#GivingTuesday—Sara Konrath, assistant professor of philanthropic studies, with Una Osili, director of research, participated in the WFYI No Limits program with John Krull on the topic of philanthropic giving. They discussed current and future trends in philanthropy.

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International Programs

October 31-November 1—The Lilly Family School of Philanthropy was invited by Rockefeller Brothers Fund to host the inaugural Richard Rockefeller Fellows for one week to provide an overview of the philanthropic sector in the United States in preparation for their six-month fellowship with RBF. In addition to academic instruction from Dwight Burlingame, Kathi Badertscher, and Sara Konrath, the Fellows visited the Christel De Haan Family Foundation, the Indianapolis Museum of Art, Second Helpings, the Kurt Vonnegut Memorial Library, and Indy Reads Books. 

About the Fellowship

About the 2016–2017 Fellows

About Richard Rockefeller

Applications are open for the summer 2017 study abroad program Philanthropy and Public Policy: The German Context

The Lilly Family School of Philanthropy Study Abroad Scholarship is also accepting applications. Individual awards up to $3,500 Eligibility: Any philanthropic studies undergraduate, graduate, or certificate student, full or part-time. Recipients will be selected on the basis of need, merit, and motivation. Preference given to students who have never had an opportunity to study overseas.

Second-year master’s student Xinyi Zhao will step down as president of the student organization China Philanthropy Leadership Initiative (CPLI) this month.  She will be replaced by first-year master’s student Xu Liu, with second-year master’s student Bin Wu continuing to serve as CPLI’s event planning manager.

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Women's Philanthropy Institute

Women Give 2016

November for the Women’s Philanthropy Institute (WPI) saw presentations to lay and academic audiences along with the release of Women Give 2016. WPI Director Dr. Debra Mesch joined Indiana University (IU) First Lady Laurie Burns McRobbie to present a session at the Jewish Federations of North America General Assembly (GA). The GA is one of the largest gatherings in the world of Jewish professionals and lay leaders. Dr. Mesch shared research on gender and philanthropy while Mrs. McRobbie described the IU women’s philanthropy program and discussed how research informed their practice. 

Dr. Mesch organized her sixth panel since 2011 about gender and philanthropy at Association for Research on Nonprofit Organizations and Voluntary Action (ARNOVA) annual conference. She presented the Women Give 2016 findings. 

Women Give 2016 examines the intersection of generation, gender, marriage, and giving. The study found that giving by young women donors today is in line with the giving of the pre-Boomer generation of women donors 40 years ago. It also found that for GenX/Millennial married couples whose giving decisions were influence by women, giving is higher than that of their pre-Boomer counterparts. We are pleased to share that Financial Advisor did a story on the report as did The Chronicle of Philanthropy and The NonProfit Times.

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Lake Institute on Faith & Giving

November 2—Lake Institute hosted a focus group at the Center for Congregations office to explore what questions would be most effective for an upcoming congregation study.

November 3-4—Lake Institute held their bi-annual Advisory Board meeting.

November 3Melissa Spas presented on behalf of Lake at the Lilly Endowment’s National Initiative meeting held at the Alexander Hotel in Indianapolis, IN.

November 7-10David King and Melissa Spas co-taught the Executive Certificate in Religious Fundraising course at Duke Divinity School at Duke University.

November 14-15David King participated in a meeting of The Gathering in Plano, TX.

November 16-18David King presented at the ARNOVA conference in Washington, D.C.

November 19-21David King presented at the American Academy of Religion annual meeting in San Antonio, TX.

November 19Melissa Spas led a Creating Congregational Cultures of Generosity seminar specifically designed for members of the Reformed Church of America in Lemont, IL.

November 29-30David King, in conjunction with Melissa Spas, were speakers at the Ecumenical Stewardship Center’s Generosity NEXT conference in Miami, FL.

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November 2—The research department hosted Alex Cohen, director of learning and evaluation at the Richard M. Fairbanks Foundation, a private foundation that grants to organizations serving greater Indianapolis with a focus on education, health and the life sciences sector.

November 9—The research department hosted Rene Bekkers, director of the Center for Philanthropic Studies, faculty of social sciences, Vrije University Amsterdam. They discussed a joint project with the Center for Global Generosity to create a global research center to study philanthropy.

November 16Una Osili, director of research, and Chelsea Clark, visiting faculty/research associate, hosted the Science and Imagination of Living Generously Convening event in Washington, D.C. Thirteen individuals attended—including advisory board members and grantees. The eight grantees presented preliminary research and results. This project was funded through a grant from the John Templeton Foundation.

November 17-19—Members of the research team who participated at the 45th Annual ARNOVA conference in Washington, D.C. presented the following papers:

  • The Tradition of Giving:  New Research on Giving and Volunteering within Families
    • Una Osili, Director of Research
    • Jonathon Bergdoll, Applied Statistician
    • Chelsea Clark, Visiting Faculty/Research Associate
  • Giving to Women and Girls: An Unexamined Field of Philanthropy
    • Una Osili, Director of Research
    • Jacqueline Ackerman, Assistant Director for Research and Partnerships, Women's Philanthropy Institute
  • Giving in Puerto Rico: An Initial Exploration of Household Charitable Giving and Volunteering
    • Una Osili, Director of Research
    • Jacqueline Ackerman, Assistant Director for Research and Partnerships, Women's Philanthropy Institute
    • Jonathon Bergdoll, Applied Statistician
  • The Matthew Effect in Philanthropy:  How Philanthropic Structure Enables Philanthropic Giving
    • Una Osili, Director of Research
  • The Life Cycle of Planned Giving:  Examining the Relationship between Age and Planned Giving (Poster Session)
    • Una Osili, Director of Research
    • Jonathon Bergdoll, Applied Statistician
    • Xiaonan Kou, Associate Director
  • Dispositional Empathy, Religious Salience, and Charitable Giving
    • Xiaonan Kou, Associate Director
  • Giving Portfolio of Emotional and Rational Altruists:  Dispositional Empathy and Diversification of Helping Activities and Charitable Giving
    • Xiaonan Kou, Associate Director
  • Giving with Affluence:  How Social Pressure and Prosocial Motivation Drive Giving by the Wealthy in the U.S. and the Netherlands
    • Xiaonan Kou, Associate Director

November 28—The fourth annual Million Dollar Donors Report was released in cooperation with Coutts & Co. The report explores trends in million-dollar-plus giving in the U.S., U.K., and Middle East. Read the press release and visit the project website.  

November 29/#GivingTuesday—Una Osili, director of research, participated with Sara Konrath, assistant professor of philanthropic studies, in the WFYI No Limits program with John Krull on the topic of philanthropic giving. They discussed current and future trends in philanthropy.

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November 172016 IN Philanthropy Awards Association of Fundraising Professionals (AFP IN Chapter)

The school was a sponsor and had a table at the event. See more in the above Academic Programs' Alumni recap.

The IU Lilly Family School of Philanthropy is committed to good stewardship of your support and showing the impact of your investment in our school. In collaboration with the Indiana University Foundation, our Development department provided annual updates to donors with endowed accounts. This report included how the value of the endowment changed during the last fiscal year, any additional investments made, and payouts made to the donors’ area of interest.

To celebrate the Lilly Family School of Philanthropy’s 30th Anniversary (1987-2017), we are kicking it off with a Leadership Giving Campaign! Simply stated this is a dollar-for-dollar match from the school for gifts from former and current members of our board of visitors. 

  • Our pool of matching funds is limited to $100,000, and gifts must be received in full before December 31, 2016.
  • While every dollar counts, a minimum gift of $1,000 ensures your gift will be matched.
  • Contributions of at least $2,500 before the end of the calendar year, will ensure a fellow is designated in your honor for the 2017-18 academic year.
  • When successfully completed, the school will award $200,000 for fellowship funding during our anniversary year.

We welcome the following gifts from alumnae Melynne Klaus, Kim Gattle, Harriett Ivey and an anonymous donor: The Klaus Family Anniversary Fellow, The Gattle Family Anniversary Fellow, The Harriett Ivey Fellow, and The 30th Anniversary Fellow.

Contact Ann Boyd-Stewart at with any questions and/or interest in creating your own fellowship.

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The school’s expertise was cited at least twice in The New York Times annual “Giving Section.” Dean Pasic was quoted in an article about philanthropy in Silicon Valley and the differences between East Coast and West Coast Philanthropy. Una Osili was quoted in a story about Millennials’ philanthropy.

The new Women Give 2016 report produced by the Women’s Philanthropy Institute garnered significant media coverage. Articles about the study with quotes from Debra Mesch and Mark Wilhelm appeared in Financial Advisor Magazine, The Chronicle of Philanthropy, Inside Philanthropy, The Nonprofit Quarterly, The NonProfit Times.

Our U.S. Trust 2016 Study of High Net Worth Philanthropy earned extensive coverage, including articles in:

Preliminary coverage of our research for the International Million Dollar Donors Report, released on Nov. 28 in collaboration with Coutts & Co., includes articles in Financial Advisor and The NonProfit Times as well as in UK publications such as Civil Society and Third Sector.

The Indianapolis Business Journal published a profile of the Lilly Family School of Philanthropy and our $50 million campaign, with quotes from Dean Pasic and Ann Boyd-Stewart.

Forbes cited our previous research on the share of people’s giving that is done in the last quarter of the year.

MarketWatch cited our Philanthropy Outlook research in a story about a decline in middle class giving.

Money magazine quoted Tim Seiler in an article on how to give to charity. The publication also cited our previous Women Give research in a story about raising charitable children.

An article in The New Yorker about the wealth gap in philanthropy cited our research for Giving USA 2016.

The Huffington Post published a column by Commissioner David Jeffrey, National Commander of The Salvation Army USA about Millennials’ effect on giving that was based in part on an interview with Una Osili and others.

CNBC, the Arkansas Democrat-Gazette, the Daily Caller quoted Les Lenkowsky in stories about the Clinton Foundation. The Los Angeles Times and quoted him in stories about the Trump Foundation. The Forward quoted Les in an article about “liberal Jewish groups” raising more funds since the presidential election. He and Suzanne Garment co-authored an opinion article in The Chronicle of Philanthropy about how the nonprofit sector may be affected by the outcome of the election.

ThinkAdvisor and The Chronicle of Philanthropy published articles on the effect of the election on philanthropy that quoted Patrick Rooney.

The Boston Globe quoted Patrick Rooney in a story about how conventions are adding volunteering to the list of their activities.

The Jewish Week cited our previous Women Give research in an article on harnessing the power of women’s philanthropy for Israel.

The Chronicle of Philanthropy quoted Una Osili an article about the “Philanthropy 400” and another story about #GivingTuesday.

Inside Philanthropy cited and linked to an earlier op-ed by Dean Pasic in a story about the spread of philanthropic studies on college campuses.

The blog Stronger Philanthropy profiled Lake Institute on Faith & Giving and David King through an interview with David.

The Indianapolis Business Journal quoted The Fund Raising School faculty member David Sternberg in a story about local nonprofits that have been raising more money following the 2016 elections.

An op-ed on the shift in giving patterns, authored by the president of the Madison County, Ind., United Way in the Anderson Herald-Bulletin, quoted Patrick Rooney.

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