Dean's Update

Dean Amir Pasic

The start of our activities in the new year included a Lilly Family School of Philanthropy Board of Visitors orientation conducted by Melynne Klaus, chair, and me for recent member Ace Yakey, vice president for Yakey, Acecommunity engagement for Lilly Endowment Inc. I then headed to Orlando, Florida to speak to the Council of Independent Colleges, a gathering of the presidents of liberal arts colleges. They were interested to learn about our recent research but also our school’s own grounding in the liberal arts.

We welcomed our longtime partners from the Giving Institute and the Giving USA Foundation to discuss lessons learned from our collaboration in 2016 and to plan the next iteration of the Giving USA study.

Kamman, AmandaCoury, BarbI was also pleased to meet with Amanda Kamman, vice president of development at Project Lead the Way. She joins Barb Coury, M.A. ‘12 and chief development officer for the American Red Cross of Indiana, as our two newest members of our board of visitors. Also thanks to member Becky Brooks, I had terrific meetings with Ellen Rosenthal, former president of Conner Prairie, and Sally Bindley, founder and CEO of School on Wheels.

Former board member Dan Yates arranged for me to speak to the Indianapolis Estate Planning Council, where I suggested that the vast wealth advisory industry would benefit from a more thorough understanding of what can be accomplished and experienced through thoughtful and informed philanthropy. Several of our colleagues at the school attended an important presentation by Bill Hansen, CEO of USA Funds, and I was pleased to join the Indiana University community as President McRobbie awarded the President’s Medal to recently retired Eli Lilly and Co. CEO John Lechleiter.

We have also been exploring a variety of program possibilities related to sports and philanthropy and found an enthusiastic advocate in board member Jud Fisher when Ann Boyd-Stewart, assistant dean of development and alumni relations, and I visited with him in Muncie, Indiana for his orientation.  

2017 Chinese New YearOur student-led China Philanthropy Leadership Initiative (CPLI), organized a wonderful celebration of the Chinese New Year 2017 – The Year of the Rooster. They served dumplings and jasmine tea as three teams competed to master the basics of everyday Mandarin phrases. The global future of philanthropic studies is in good hands.

I am honored to serve a four-year term on the Association of Fundraising Professionals (AFP) Ethics Committee starting in January 2017. For 50 years, the AFP Code of Ethical Principles and Standards has served as the cornerstone of fundraising, identifying and promulgating the high standards that make ethical fundraising possible. I look forward to joining former board of visitors member Jay Love in this important work.

News You Can Use

February

  • 14, Philanthropy Research Workshop, Yan Long 12:00 -1:15 p.m.
  • 21, Philanthropy Research Workshop, James C. Cox, 12:00 -1:15 p.m.
  • 23, 28th Annual Joseph T. Taylor Symposium – IUPUI Campus Center, José Lusende is speaking, and the school has a table for the event
  • 23-24, Bill Kristol (Tocqueville, Les Lenkowsky) 23th in Indianapolis; 24th in Bloomington
  • 28, Philanthropy Research Workshop, Dana Brakman Reiser, 12:00 -1:15 p.m.

SAVE THE DATES AND REGISTER TODAY!

March 14-15

2017 WPI Symposium“Dream. Dare. Do.” is the signature conference of the Women’s Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy. This major national event spotlights women's energy, entrepreneurial spirit, and philanthropic engagement as they seek solutions to pressing challenges. Leading speakers will focus on the “why” and “how” rather than the “how-to,” providing attendees with an opportunity to examine and reflect on the trends, developments, and the future of women’s philanthropy.

Register before February 14 and save $150!

March 30

Patel, EbooDiversity and interfaith cooperation is the topic for this year’s Thomas H. Lake Lecture hosted by the Lake Institute on Faith & Giving at the IU Lilly Family School of Philanthropy. Dr. Eboo Patel, author of Interfaith Leadership, will present this year’s lecture on Thursday, March 30, 2017, Indianapolis.

The event is free, but registration is required.

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Academic Programs

Career and Leadership Preparedness (CLP)

January 9—Students “rang in the new year” by hearing from an amazing couple – Beth Kreitl and Kevin Espirito. Beth has a background in career development on college campuses, and Kevin was the senior manager of employee philanthropy at Microsoft where they raised millions! They left their jobs because they felt “called” to opportunities in Vietnam. They spoke to our students about how they started Swim for Life, Vietnam and Mindfulness Yoga for Empowerment.

Philanthropy Ambassadors Club (PAC) Activities

For the month of January, PAC had two events:

  1. Social event, Back to School Game Night
  2. Volunteer event, Coalition for Homelessness Intervention and Prevention’s (CHIP) Homelessness Count

Philanthropy Research Workshop

January 10—"Peer-to-peer Fundraising: Disrupting the Market?"
Sarah Smith, Professor of Economics and Head of Department, University of Bristol

January 17—"Giving Among Same-Sex Couples: The Role of Identity in Philanthropic Engagement"
Elizabeth Dale, Ph.D. '16, Assistant Professor, Nonprofit Leadership, Seattle University

January 24—“Perceived and Actual Financial Standing of Nonprofit Organizations: The Influence of Discrepancy on Organizational Stability”
Jamie Levine Daniel, Assistant Professor, School of Public and Environmental Affairs, Lilly Family School of Philanthropy, IUPUI
Mirae Kim, Assistant Professor, Director of Nonprofit Organization Research Panel, Harry S. Truman School of Public Affairs, University of Missouri

Alumni Updates

January 2017 marks the launch of our alumni e-newsletter, Alumni Connection, a source for and about the unique alumni community of the world’s first school of philanthropy. Distributed monthly, Alumni Connection will highlight the work of our graduates as they lead, create, and advocate for a better world.

Alumni ConnectionIf you have any philanthropy-related job openings in your organization or community that we can feature in this e-newsletter, please email Andy Baker, associate director of annual giving and alumni relations, at bakeandr@iupui.edu.

Subscribe at the bottom of this linked website page by ticking the last box to indicate your interest in receiving this new publication.

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 Staff/Faculty Activities, Awards, and Publications

Patrick Rooney’s January engagements:

  • Launched his online P530 Economics and Philanthropy online course (January – May, 2017)
  • January 12—Presented at The Fund Raising School’s Leadership Roundtable in Miami, Florida
  • January 15–18—Presented at King Fahd University of Minerals and Resources in Dammam, Saudi Arabia

January 26Sara Konrath, assistant professor of philanthropic studies, presented at the National Council of Foundation Executives in Toronto. This is a group of CEOs/presidents of top university and hospital foundations across Canada.

January 27Tyrone Freeman, assistant professor of philanthropic studies and director of undergraduate programs, presented “Supporting Integration of Learning, Identity Development, and Assessment: ePortfolios in Capstone Seminars” at the Association of American Colleges & Universities’ (AAC&U) 103rd annual meeting in San Francisco, CA.

He presented the innovative work being done in the philanthropic studies capstone course and represented the school in important national discussions about high impact practices for undergraduate learning, assessment of undergraduate learning, and ePortfolios as an effective pedagogy. He spoke as part of a panel of Indiana University–Purdue University Indianapolis (IUPUI) faculty experts on ePortfolios with colleagues from the School of Science and the IUPUI Office of ePortfolio Initiatives.

Fundraisers in the 21st Century
By Sarah K. Nathan, Ph.D. '13 and Eugene R. Tempel, Ed.D.

Some key takeaways from their study:

  • More young people are working as fundraisers today, and more young people are choosing fundraising as a first career. The median age that someone starts her first fundraising job is 27.
  • Fundraisers are achieving higher levels of formal education than they did 20+ years ago – most fundraisers have at least a bachelor’s degree. This may reflect the rise of nonprofit and philanthropy programs/courses now offered by higher education institutions.
  • Fundraisers’ tenure is improving since the original study. The average years per fundraising job is four years for women and five years for men.

Sarah Nathan, adjunct faculty member, will be presenting this data – “Fundraisers in the 21st Century” – at the Understanding Fundraising Conference at the University of Kent (Canterbury, England) on February 13.

Using a subset of this data, Genevieve Shaker, assistant professor of philanthropic studies, will also be presenting at the conference – “From College Agents to Development Professionals: Today’s Higher Education Fundraisers.”

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International Programs

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

  • This academic course, led by Dr. Greg Witkowski, is open to graduate students and advanced undergraduates. In addition to classroom lectures, students visit nonprofits, federal ministries, and foundations in Berlin. Students conduct research and submit a final paper after their return home.
  • This course meets the International requirement for the RISE scholarship for undergraduate students. 

January 10—Newly appointed Dean Chulhee Kang of Yonsei University in Korea discussed possible opportunities for academic, training, and research collaborations with International Programs, Research, and The Fund Raising School.

January 26Sven Schumacher, Honorary Consul of Germany, visited the school to explore opportunities for further collaboration with the Eric M. Warburg Chapter of the American Council on Germany.

The Chicago Council on Global Affairs, which visited with Victor Yuan in December 2016, has passed along two position openings with a request for referrals:

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Women's Philanthropy Institute

March 14-15

“Dream. Dare. Do.” is the signature conference of the Women’s Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy. This major national event spotlights women's energy, entrepreneurial spirit, and philanthropic engagement as they seek solutions to pressing challenges. Leading speakers will focus on the “why” and “how” rather than the “how-to,” providing attendees with an opportunity to examine and reflect on the trends, developments, and the future of women’s philanthropy.

Register before February 14 and save $150!

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Lake Institute on Faith & Giving

January 5- 7David King presented at the American Historical Association’s annual meeting in Denver, CO on a panel on the History of Religious Philanthropy.

January 11-13Melissa Spas presented at the Archdiocese of Milwaukee’s Pastor’s Toolbox roundtable in Milwaukee, WI.

January 14—The second of three Creating Congregational Cultures of Generosity (CCCG) classes for the Reformed Church of America was held in Lemont, IL. Melissa Spas instructed the course.

January 19-20Melissa Spas led the Cooperative Baptist Fellowship’s pilot cohort through the CCCG course in Dallas, TX.

January 21—The final class of the CCCG three-part program was held in Albany, NY. Melissa Spas was the instructor.

January 22-25David King presented at the Association of Theological School’s “New Presidents Intensive” in San Antonio, TX.

January 28Melissa Spas led the first day of a three-day CCCG with Ashland Seminary in Ashland, OH.

Thad Austin and adjunct faculty member Phil Jamieson led the first of a three-day CCCG among TN United Methodists in Jackson, TN.

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Research

January 5Una Osili, director of research, was interviewed by Guy Scriven, The Economist, about donor-advised funds.

January 10Una Osili, director of research, was interviewed by Andy Segedin, The NonProfit Times, and Tim Sandoval, The Chronicle of Philanthropy, about the release of The Philanthropy Outlook 2017-18.

January 12Una Osili, director of research, was invited to present at The Fund Raising School Leadership Roundtable in Miami. The presentation was entitled, “The Philanthropy Outlook Study” and coincided with the public release of The Philanthropy Outlook 2017 -2018. She also participated in a panel response after the presentation.

January 12The Philanthropy Outlook 2017-2018 forecast was released in conjunction with The Fund Raising School’s Leadership Roundtable held in Miami, FL. This edition of The Philanthropy Outlook projects giving for the years 2017 and 2018 in relationship to the year 2016. The report explains how various economic factors will affect giving by source and subsector in 2017 and 2018 and provides other information to give context for these predicted trends. View the full report

January 18-19—The research department hosted the Giving USA Foundation leadership team for their annual planning meeting on methodology. The meeting was held at the Lilly Family School of Philanthropy office and included a reception at Indiana University President McRobbie’s office. The meeting was extremely productive and will help strengthen the Giving USA 2017 report.

January 20Una Osili, director of research, was invited to participate on the Gerry Dick, Inside Indiana Business show on WFYI. Una discussed the state of philanthropy and giving in Indiana.

January 20Una Osili, director of research, was interviewed by Chris Farrell, The New York Times, about multigenerational volunteering and the Tradition of Giving Report.

January 25Una Osili, director of research, was invited to present at the Indianapolis Consortium of Arts Administrators meeting in Indianapolis. The presentation was entitled The Philanthropic Landscape, and she also discussed giving to arts and culture and the local philanthropic environment.

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Development

Alumni ConnectionJanuary 2017 marks the launch of our alumni e-newsletter, Alumni Connection, a source for and about the unique alumni community of the world’s first school of philanthropy. Distributed monthly, Alumni Connection will highlight the work of our graduates as they lead, create, and advocate for a better world.

If you have any philanthropy-related job openings in your organization or community that we can feature in this e-newsletter, please email Andy Baker, associate director of annual giving and alumni relations, at bakeandr@iupui.edu.

Subscribe at the bottom of this linked website page by ticking the last box to indicate your interest in receiving this new publication.

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Communications

Dean Pasic was quoted and our Philanthropy Outlook 2017 & 2018 was discussed in The New York Times’ “Wealth Matters” column. The study garnered good coverage, including articles focused on the research in ThinkAdvisor.com, Financial Advisor, Education Dive,Tallahassee Democrat/Tallahassee.com,The Chronicle of Philanthropy (subscription required),Philanthropy News Digest, The Nonprofit Quarterly, The NonProfit Times, Inside Indiana Business.

The Chronicle of Philanthropy (subscription required) quoted Patrick Rooney in an article on whether possible tax policy changes for future years might prompt donors to give more in 2017.

An Indiana Daily Student article about Indiana University President Michael McRobbie presenting retired Eli Lilly and Company CEO John Lechleiter with the President’s Medal for Excellence includes a reference to John and Sarah Lechleiter’s support for the Lilly Family School of Philanthropy and other IU schools.

An article in The Chronicle of Philanthropy about the numerous donations some charities that oppose the Trump administration’s policies are receiving quotes Les Lenkowsky.

An opinion editorial in The Chronicle of Philanthropy (subscription required) about philanthropy advising for wealthy families cites our research for the 2016 U.S. Trust Study of High Net Worth Philanthropy.

Deseret News cited the Women’s Philanthropy Institute’s research in a story about a Salt Lake City giving circle.

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