Dean's Update

Dean Amir Pasic

We are pleased to announce that the Henry Luce Foundation has awarded the school a three-year grant of $330,000 for the “US-China Philanthropic Collaborative” in partnership with Sun Yat-sen University.

Brooks, BeckyIn follow up to last month’s e-newsletter, several of our April meeting guests are now officially our most recent Lilly Family School of Philanthropy Board of Visitors Members. And, we are honored to name lifetime board members and Becky Brooks as the board’s new chair.

New BOV members-June 2017

  • Billie Dragoo, Founder & CEO, RepuCare
  • Holiday Hart McKiernan, Executive Vice President, Chief Operating Officer and General Counsel, Lumina Foundation
  • Ann Merkel, Senior Vice President & Chief Market Development Officer, The National Bank of Indianapolis
  • Marty Posch, President, Finish Line Youth Foundation
  • Ellen Rosenthal, former President & CEO, Conner Prairie
BOV lifetime members

Lifetime board members:

  • Don Buttrey, Retired Attorney
  • Maureen Hackett, Community Leader
  • Jerre Stead, Chairman and CEO, IHS Markit Inc.

Talented Leadership Team Promotions

As we enter a new fiscal year I am pleased to announce important promotions that began July 1. We are proud of our excellent colleagues. Please join me in congratulating them.  

  • 2017 Leadership PromotionsProfessor Una Osili will serve as associate dean for research and international programs, and will help develop the Global Indices of Philanthropy as the anchor for our international strategy. This will include partners from across Indiana University (IU) and over 80 different countries. 
  • Professor Patrick Rooney will serve as executive associate dean for academic programs, continuing his robust leadership of our faculty and spearheading ongoing innovation in our curriculum in person and online.
  • Pamela Clark, director of admissions and student services, will report to me as we all put our shoulders to the wheel in recruiting excellent students and launching them into successful careers and fulfilling lives.  

With the new academic year we will also be welcoming additional colleagues to our faculty

New faculty-June 2017

  • Genevieve Shaker was promoted to tenured associate professor and will now be full-time with the Lilly Family School of Philanthropy.
  • Assistant professor Patrick Dwyer comes to us from a postdoctoral fellowship at the University of North Carolina at Chapel Hill. He is a social psychologist whose research interests include gratitude. 
  • Dr. Carol Adelman, former number two at USAID and the founder of the Global Indices of Philanthropy, will be joining us a visiting research professor
  • Our own Ph.D. alumnus, Dr. Shariq Siddiqui, executive director of the Association for Research on Nonprofit Organizations and Voluntary Action (ARNOVA), will also be joining us a visiting assistant professor and visiting director of the Muslim Philanthropy Initiative, a joint initiative of Lake Institute on Faith & Giving and the dean’s office.   
  • Jayma Meyer, an expert on sports law and public policy, joins us as an adjunct professor to help us explore activities related to sports and philanthropy. 

In June I had the pleasure of catching up with Tiffany McCorkle, board member/investor/digital strategist with Excelsior Partners, who was a guest at our last meeting. I also met with Tom Hiatt, founding partner of Centerfield Capital Partners, who served on our external review committee and is close to earning his master’s in philanthropic studies. I was also present at the IU Foundation Meeting and the Partners in Philanthropy Awards Dinner where Bob McKinney, former chairman and CEO of First Indiana Corporation and a founder of Bose McKinney & Evans LLP, was among the honorees. 

In Philadelphia I met with Phil Cubeta who runs the “Certified Advisor in Philanthropy” Program at the American College of Financial Services. We spoke of ways we might collaborate more systematically as we share the mission of deepening the knowledge of philanthropy among wealth advisors. While in the City of Brotherly Love, I also met with Kimon Sargeant of the John Templeton Foundation, as well as Jane Greenfield and Elaine Kenig of Vanguard Charitable.

2017 Rosso Medal recipientsBack home in Indianapolis I was pleased to welcome attendees at The Fund Raising School’s third Leadership Roundtable. On the evening of the first day we gathered for a festive conferral of the Hank Rosso Medal for Lifetime Achievement in Ethical Fundraising to Janice Gow Petty and former board of visitors chair Ted Grossnickle. After a day of learning the just released results from Giving USA 2017 and other research, it was heartwarming to celebrate our deserving colleagues together with current board member Amanda Kamman, former board of visitors chair Don Campbell, alumni board chair Tami Tarpley, and many other friends.

I traveled to Baltimore and joined assistant professor Sara Konrath to participate in the Summit on Ethics of Grateful Patient Fundraising hosted by Johns Hopkins and the Association of Healthcare Philanthropy. While in Baltimore I also enjoyed the opportunity of meeting Donn Weinberg, chairman and treasurer of The Philanthropy Roundtable and executive vice president and a trustee of the Harry and Jeanette Weinberg Foundation.

I also met with former board of visitors chair Melynne Klaus to discuss the philanthropic fundraising needs of arts organizations. It was also a treat to catch up with current board member Mike Henderson over lunch during which he introduced me to Keith Burks, partner at Bindley Capital Partners, LLC.

News You Can Use

July

  • 4, Independence Day - OFFICE CLOSED
  • 13-14, European Research Network on Philanthropy (Una Osili), Copenhagen
  • 17, Welcome reception for 2017 Mandela Washington Fellows
  • 19, YPII Youth Philanthropy Regional Summit (sponsor)-Country Lake Christian Retreat, Underwood, IN
  • 26-27, Mandela Washington Fellows Visit
  • 31-Aug. 2, NACC Conference in Indianapolis, IN

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Academic Programs

June 5-6Pamela Clark, director of student services and admissions, exhibited at the MCON conference in Washington D.C. where leaders, activists and social entrepreneurs from all over the country gather to better understand today’s social movements and explore ways to turn interest into action. The school was a promotional sponsor.

June 7Indiana Philanthropy Alliance (IPA) regional forum conference (sponsor) Luke Bickel, associate director of online programs, attended. Fishers, IN

June 20-21—Indiana Youth Institute 2017 College and Career Conference (sponsor) Indianapolis, IN

June 28Indiana Philanthropy Alliance (IPA) webinar-Measuring Your Giving ROI (sponsor) Midwest Corporate Giving Webinar Series includes Indiana, Ohio, Michigan, and Minnesota Regional association members

June 28Youth Philanthropy Initiative of Indiana (YPII) Youth Philanthropy Regional Summit (sponsor) Park Tudor School, Indianapolis, IN

Faculty Activities, Awards, and Publications

June 1Les Lenkowsky was a panelist in the event described below. This is a project undertaken jointly by Strada Education (formerly USA Funds) and the Gallup Organization. They publicly released their first report, On Second Thought: U.S. Adults Reflect on Their Education Decisions, at an event at the National Press Club in Washington, D.C. They shared the report broadly with education reporters from across the country later that day at the Education Writers Association’s 70th National Seminar. 

June 1-2Greg Witkowski participated in a conference sponsored by the Free University of Berlin on Thursday and Friday entitled "Humanities--What's Next?"  which is a transatlantic conference examining directions for humanities research held in New York City.

Patrick Rooney’s activities for June:

Interviews

  • The Conversation
  • NPQ, Ruth McCambridge webinar
  • Chronicle of Philanthropy, Tim Sandoval

Giving USA presentations

  • Drinker-Biddle-Evans, Evans Consulting Group breakfast presentation, Philadelphia, PA
  • Drinker-Biddle-Evans, Evans Consulting Group evening presentation, NYC, NY
  • Jeffrey Byrne, Nonprofit Connect, breakfast presentation, Kansas City, MO
  • Jeffrey Byrne, U.S. Trust, lunch presentation, Kansas City, MO

June 22-23TFRS Leadership Roundtable lunch presentation, Indianapolis, IN

May 30 – June 2UCSD-LFSOP Research project/paper-Conducted interviews in San Diego, CA

June 8Tyrone Freeman, assistant professor and director of undergraduate programs, co-conducted a webinar with TFRS faculty member and author Lilya Wagner and three other associates entitled "Diversity and Philanthropy" for the Association of Healthcare Philanthropy. 

June 22Tyrone Freeman also presented "History, Storytelling and the Public Good: Expanding the Narratives that Inform Philanthropic Fundraising" at the The Fund Raising School's (TFRS) Leadership Roundtable program.

June 24-28Tyrone Freeman participated in the Institute on High-Impact Practices and Student Success sponsored by the Association of American Colleges & Universities in Boston, MA. He was part of a five-member team of IUPUI faculty and administrators that is developing comprehensive guidelines and a strategy for enhancing capstone learning experiences across the campus.

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International Programs

The Henry Luce Foundation has awarded the school a three-year grant of $330,000 for the “US-China Philanthropic Collaborative,” to be directed by Amir Pasic in partnership with Dean Zhu Jiangang of Sun Yat-sen University. The collaborative will foster faculty exchange and joint research opportunities. Deans Pasic and Zhu will select projects collaboratively.  

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Lake Institute on Faith & Giving

June 5-8Melissa Spas led the Executive Certificate in Religious Fundraising course at Trinity Evangelical Divinity School in Deerfield, IL.

June 22David King presented at The Fund Raising School’s Leadership Roundtable program.

June 27-30David King and Melissa Spas attended the Cooperative Baptist Fellowship’s annual General Assembly, keynoting the annual Leadership Institute as well facilitating several seminars with religious leaders. 

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Research

June activities for Una Osili, Director of Research

June 7—Interviewed by Tim Sandoval, Chronicle of Philanthropy, about the Giving USA 2017 report.

June 8—Interviewed by Mark Hrywna, NonProfit Times, about the Giving USA 2017 report.

June 8—Hosted the Engage Indiana committee for lunch at the school. Members are Indianapolis community leaders who are interested in corporate engagement and social responsibility in the community.

June 12—Interviewed by Karen DeMasters, Financial Advisor magazine, about the Giving USA 2017 report.

June 13—The Giving USA 2017 report was released.

June 13—Traveled to Los Angeles to speak at the CCS Giving USA 2017 release event. The event was held at the Grammy Museum in downtown Los Angeles and was attended by nonprofit professionals and community leaders. After the event, Una and Katie Prine, associate director of development, hosted a small group of school friends for lunch to further discuss the report and school activities.

June 14—Mallory St. Claire and Anna Pruitt, co-managing editors of Giving USA, were invited to participate in the Johnson, Grossnickle Associates (JGA) webinar, Giving USA 2017: The Annual Report on Philanthropy.

June 14—Interviewed by Ashlea Eberling, Forbes, about the Giving USA 2017 report.

June 15—Invited to speak to a group of Columbus, Ohio nonprofit leaders by Cramer Associates. The topic was the Giving USA 2017 report.

June 15—Interviewed by Mitchell Nauffts, Foundation Center, about the Giving USA 2017 report.

June 16— Invited to speak to the Association of Philanthropic Counsel (APC) in St. Louis, Missouri. She spoke to the group about the Giving USA 2017 report, High Net Worth Philanthropy report, and led a forum discussion about tax policy issues and philanthropy.

June 20—Interviewed by Simon Montlake, Christian Science Monitor, about the Giving USA 2017 report and trends in philanthropy.

June 22-23—Invited to speak at The Fund Raising School’s Leadership Roundtable program. She presented on the Giving USA 2017 report, Tax Policies and Charitable Giving, and Donor-advised Funds. In addition, Mallory St. Claire, co-managing editor, served as a panelist for the Giving USA 2017 session.

Looking Ahead: 

August – Living Generously website launch

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Communications

The release of Giving USA 2017 in mid-June received widespread media coverage in response to joint media outreach by Giving USA Foundation and the school. The following are among the media outlets and blogs that have covered the report to date.

Our research for Independent Sector and Leadership 18 on the potential effects of proposed tax policy changes on charitable giving continued to garner media interest as well.

Dean Pasic was quoted in a Financial Times Special Report article on limited-life foundations. (subscription required)

Dean Pasic also was quoted in a NationSwell article about young girls participating in grant making organizations.

Debra Mesch was quoted in an Indianapolis Business Journal story on Impact 100.

Debra Mesch also was quoted in a Monticello (Ind.) Herald-Journal article about women’s philanthropy.

The Fund Raising School’s faculty member Phil Purcell was quoted in an Indianapolis Business Journal story on charities getting caught up in legal disputes about a donor’s estate.

The Christian Science Monitor cited our research for the U.S. Trust Survey of High Net Worth Philanthropy.

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