Dean's Update

Congratulations are in order to board of visitor member and alumnus Derrick Feldmann, alumna Angie Carr Klitzsch, and David King, Karen Lake Buttrey Director of Lake Institute on Faith & Giving for being named to the Indianapolis Business Journal’s (IBJ) Forty Under 40 Class of 2018. This is a wonderful achievement that speaks well to our school’s readiness to appeal to the next generation of philanthropic leaders, in both thought and practice. 

Feldmann, Derrick   Carr-Klitzsch, Angela   King, David

Dana Doan and Tiara Dungy, both Ph.D. students at our school, organized two implicit bias workshops for IUPUI staff, faculty and students through a partnership with the IU School of Social Work that was supported by the IUPUI Welcoming Campus Initiative. The two at-capacity sessions led to important insights that will inform our diversity efforts as we move forward. 

Fireside chat-McRobbie, Osili, AdelmanWe also greeted the month of February with a fireside chat on the power of global philanthropy in Bloomington that was co-sponsored by the School of Public and Environmental Affairs (SPEA) and the School of Global and International Studies (SGIS). The event featured master’s alumna and First Lady Laurie McRobbie in conversation with Una Osili, associate dean for research and international programs, and Carol Adelman, visiting research professor.   

I flew to Dallas to join the working committee of the National Commission on Philanthropy that was convened by our former board chair Ted Grossnickle and included a dynamic group of colleagues from across the philanthropic sector. While in Dallas I also called on Mort Meyerson, donor to our David Nathan Meyerson Prizes for Leadership & Giving and chairman and CEO of 2M Companies, and Larry Hirsch, chairman of the Center for European Policy Analysis (CEPA) and co-founder and chairman of Highlander Partners.  

Through our partnership with the Tobias Leadership Center’s 2018 Leadership Engagement and Discovery (LEAD) Conference on impact investing, we welcomed our honorary alumna Jean Case, who followed her conference keynote with an intimate conversation with students at the school. Also at the conference we were pleased to hear from David Rubenstein, renowned financier and philanthropist, who will be joining us April 17 in Washington D.C. for the national launch of the Global Philanthropy Environment Index.  

Jean Case with students

In New York I joined the retreat of the Carnegie Corporation’s international programs staff as a friendly “provocateur” to facilitate their deliberations. Back in Indianapolis I was pleased that board member Sonia Chen Arnold and a prospective student Glen Goedde joined me at the Economic Club of Indiana Luncheon to hear Roche President & CEO Jack Phillips. We were also happy to welcome Rob Smith, CEO of Eli Lilly and Company Foundation, to the school to catch up on mutual undertakings.


News You Can Use


  • 8, Lake Institute Advisory Board meeting
  • 8, Lake Lecture – Scott Harrison, St. Luke’s United Methodist Church

IU Lilly Family School of Philanthropy’s Board of Visitors are invited to attend the 15th Annual Thomas H. Lake Lecture featuring Scott Harrison, founder and CEO of charity: water.

2018 Lake Lecture

Scott will help us explore the 21st century face of charity as well as share his unique story of rediscovering his lost faith that brought him face-to-face with the global water crisis. The event, hosted by St. Luke’s United Methodist Church is free and open to the public.

  • 12-19-IUPUI Spring Break
  • 13, Women Give 2018 research rollout
  • 19-23, school hosting the second cohort of the Richard Rockefeller Fellows
  • 21, IUPUI Nonprofit Expo, Campus Center 450
  • 22, Joel Fleishman, Duke University (30th Lecture Series), University Hall 1006
  • 23, Rockefeller Fellows Reception
  • 27, Ford/ARNOVA Fellows panel presentation at McKinney School of Law (part of graduate lecture series), 5:00-6:30 p.m.

Applications for WPI Doctoral Dissertation Fellowship due April 30, 2018

The WPI Doctoral Dissertation Fellowship supports and encourages emerging scholars in their study of gender and philanthropy. By supporting final research and dissertation writing, this award fills a much needed gap.

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Academic Programs/Student Services

Ji Ma, Ph.D. candidate, officially signed an offer letter from the Lyndon B. Johnson School of Public Affairs at The University of Texas at Austin for an assistant professor position. He also accepted another short appointment of research fellow at the Institute for Quantitative Social Science at Harvard from February - August 2018.

Student Services exhibited at three different events.

  • February 8-9—2018 Leadership Engagement and Discovery (LEAD) Conference
  • February 21—Student Alumni Career Connections Night
  • February 26-27—Campus Compact Service Engagement Summit

February 1 and 9Implicit Bias Workshop: organized by Ph.D. students Tiara Dungy and Dana Doan
Presented by Peace Learning Center

February 8Jean Case met with students
Jean Case, CEO and co-founder of the Case Foundation and Chairman of the National Geographic Society Board of Trustees. She is an actively engaged philanthropist, impact investor, and a pioneer in the world of interactive technologies. Jean was in Indianapolis giving a presentation at the Indiana University Tobias Leadership Center Leadership Engagement & Discovery (LEAD) Conference, co-sponsored by the Lilly Family School of Philanthropy. She has been a long-time supporter of the school and specifically requested an opportunity to meet with our students during her visit.

LEAD conferenceFebruary 8-92018 Leadership Engagement and Discovery (LEAD) Conference (school was an academic sponsor)
Investing to Change the World by 2050
Tobias Center
Una Osili and Jean Case were among the panelists.
Alexander Hotel, Indianapolis, IN

February 1529th Joseph T. Taylor Symposium/Luncheon
Invisible Indianapolis: Race and Heritage in the Circle City
Our school was a University Patron.

February 22Workshop on career and job types in philanthropy (for students)
The four alumni panelists were:

  1. Alicia Baird, Strada Education Network
  2. Maggie Bowden, Program Manager, Anthem Foundation
  3. John Ferguson, Outreach Manager, IN Nonprofit Resource Center, Indiana United Ways
  4. Jenna Wachtmann, Program Officer, Ball Brothers Foundation

Philanthropy Research Workshop

February 20"The Differential Effect of Minority and Network Status in the Grants Marketplace"
Laurie Paarlberg, Robert H. and Judy L. Allen Professors, Bush School of Government and Public Service, Texas A&M and Lilly Family School of Philanthropy, IUPUI

February 27“Community and Caring: The Psychology of Volunteerism and Activism”
Allen M. Omoto, Ph.D., is a Professor and Associate Provost for Academic Affairs at the Claremont Graduate University in Claremont, CA.  He is a social psychologist whose research focuses on the social and psychological aspects of prosocial behavior and civic and political engagement.  He also conducts research on issues related to the environment, HIV disease, and lesbian, gay, bisexual, and transgender concerns. Dr. Omoto has extensive governance and leadership experience at his university and in numerous professional societies.

Faculty Activities/Publications/Awards

February 8Tyrone Freeman, assistant professor of philanthropic studies and director of undergraduate programs, presented a national webinar on “Diversity and Fundraising” for The Fund Raising School.

TFRS webinar-Tyrone Freeman

Shaker, GenevieveGenevieve Shaker, associate professor of philanthropic studies, was named a fellow of the TIAA Institute, which builds knowledge and public engagement in areas including organizational success in higher education and the nonprofit sector. TIAA Institute Fellows are thought leaders—both researchers and leaders from higher education—with expertise in areas of mutual interest with the Institute.

Richard Steinberg’s paper “A Law and Economics Perspective on Nonprofit Organizations,” coauthored with Brian Galle, is forthcoming in the Research Handbook on Not-for-Profit Law, edited by Matthew Harding and published by Edward Elgar.

Herrold, CatherineCatherine Herrold, assistant professor of philanthropic studies, won an IUPUI Enhanced Mentoring Program with Opportunities for Ways to Excel in Research (EMPOWER) grant, which provides her with summer research funds and pairs her with a senior IUPUI faculty member in a mentoring relationship. Dr. Herrold has been paired with Edward Curtis, Millennium Chair of the Liberal Arts; Professor of Religious Studies; adjunct Professor of American Studies and Africana Studies, as her mentor.

Additionally, one of our master’s students Manal Issa will be serving as Dr. Herrold’s research assistant since she will also be in Palestine for the summer. 

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International Programs

February 19—Three of the ARNOVA NGO fellows visiting IUPUI from Africa joined Professor Kathi Badertscher’s Ethics & Values of Philanthropy class to share their fascinating experiences with our students.

ARNOVA NGO fellows

Violence Against Women & Male Involvement | Josephine Effah-Chukwuma | TEDxMendeWomen


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Lake Institute on Faith & Giving

February 2Melissa Spas led a workshop at the High School Youth Theology Institutes gathering in Indianapolis, Indiana focusing on “Fundraising and Ministry.”

February 5-8—Our four-day Executive Certificate in Religious Fundraising course was led by Melissa Spas at Austin Theological Seminary in Austin, Texas.

February 10—The first of two Creating Congregational Cultures of Generosity seminars was led by our partner Everence Financial in Boise, Idaho.

February 23-24—Our partners at Everence Financial led a two-day Creating Congregational Cultures of Generosity seminar in Lacey Spring, Virginia.

February 24—Part one of a two-part Creating Congregational Cultures of Generosity course was led by our partners at United Methodist Foundations in Kirksey, Kentucky.

February 28—A webinar, hosted by Everence Financial, occurred as part two of a two-part hybrid Creating Congregational Cultures of Generosity seminar.

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February 1—The research department hosted Carol Adelman, visiting research professor. During her time at the school, she met for a lunch ‘n’ learn session with our students, presented at the Ford NGO Leadership Transition Fellows Program, and met with leaders and faculty at the school and in Indiana University-Bloomington.

In addition, Carol Adelman, Una Osili and First Lady Laurie McRobbie participated in a fireside chat entitled “The Power of Global Philanthropy,” in Bloomington, Indiana. The presentation was attended by faculty, staff, and students.

February 12Xiaonan Kou, associate director for research, successfully defended her doctoral dissertation.

February 13Philanthropy Outlook 2018 & 2019 report released
The research was conducted by the Indiana University Lilly Family School of Philanthropy in partnership with Marts & Lundy. 

Board Diversity reportFebruary 20The Impact of Diversity: Understanding How Nonprofit Board Diversity Affects Philanthropy, Leadership and Board Engagement report released
The research was conducted by the Indiana University Lilly Family School of Philanthropy in partnership with Johnson, Grossnickle and Associates (JGA) and BoardSource.

Osili, Una

Una Osili,
Associate Dean for Research and International Programs

February 7American Pianists Association Board of Directors
Una’s presentation was entitled “The Philanthropic Landscape.”

February 8—Moderated a discussion with Jean Case, CEO of the Case Foundation, about the state of impact investing at the Tobias Leadership, Engagement and Discovery (LEAD) Conference, “Investing to Change the World.”

In addition, she served as a panelist for a session entitled “Investing for Social Change: Lessons Across Borders. Other panelists included Lloyd Hitoshi Mayer, University of Notre Dame, and Lehn Benjamin, Lilly Family School of Philanthropy.

February 21AFP Indiana monthly luncheon
A panel including Una Osili, Angela White, Johnson, Grossnickle and Associates (JGA), Vernetta Walker, BoardSource, and George Suttles, M.A. ’13, The John Hartford Foundation, discussed the new report on Philanthropy, Leadership and Board Engagement.

AFP Indiana Luncheon

February 23Community Development Convening, hosted by Lilly Endowment Inc.
Una Osili served on a plenary session entitled “Building a Financially Sustainable Organization,” with Gene Tempel, Lilly Family School of Philanthropy, Keira Amstutz, Indiana Humanities, and Bob Postlethwait, nonprofit board member.

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Two alumni—including a current board member—and a faculty member of the school were honored as three of “Forty-Under-40” young professionals to watch by the Indianapolis Business Journal (IBJ), which recognizes central Indiana leaders under the age of 40 for professional success in their field as well as accomplishments in their communities and in civil society. Derrick Feldmann, M.A. ’04, president of Achieve, Angela Carr Klitzsch, M.A./M.PA. ’07, president and CEO of EmployIndy, and David King, Ph.D., Karen Lake Buttrey Director of Lake Institute on Faith & Giving and assistant professor of philanthropic studies at the school were each selected for the accolade.

The Philanthropy Outlook 2018 & 2019, released this month, earned articles in The Chronicle of Philanthropy (subscription required), which quoted Una Osili and Phil Hills, President and CEO of Marts & Lundy, which presented the report, and The NonProfit Times, which also quoted Una. A Financial Advisor article quoted Dean Pasic, as did an Inside Indiana Business article.

A new report on the relationship between nonprofit boards’ diversity and board members’ engagement earned coverage in The Chronicle of Philanthropy (subscription required). The NonProfit Times ran an article that quoted Una Osili and Angela White, senior consultant and CEO of Johnson, Grossnickle and Associates, our partner in the study. The Nonprofit Quarterly published an article that included two of the case studies from the report. Associations Now quoted Una Osili in its story.

A new report on where grants from donor-advised funds go, researched and written by the school and published by Giving USA Foundation, issued on Feb. 28, earned same-day articles in The Chronicle of Philanthropy and The Nonprofit Quarterly.

The Fort Wayne Journal Gazette published an editorial about The Fund Raising School bringing its courses to the city. FWBusiness (subscription required) also ran a story about the courses coming to that area. The Crawfordsville Indiana Journal Review published a story about an initiative that will provide scholarships for local nonprofit professionals to earn the Certificate in Nonprofit Executive Leadership through The Fund Raising School and SPEA.

The school’s research on how tax policy changes may affect charitable giving continues to attract media interest. The Economist included our research in an article about how tax reform will affect charities. An Associated Press article citing the research was picked up by WRTV, Indianapolis’ ABC Television affiliate. The Associated Press and WTOP Radio (Washington, D.C.) picked up an article on charity and taxes authored by Patrick Rooney for The Conversation. The Greenfield (Indiana) Daily Reporter, Holland (Michigan) Sentinel, the Idaho Statesman (story  not available online), and the Kansas City Star also cited the research in articles.

Patrick Rooney co-authored an article in The Nonprofit Quarterly about donor-advised funds.

Les Lenkowsky and Suzanne Garment co-authored an opinion article in The Chronicle of Philanthropy (subscription required) about the impact of state laws on giving in response to federal tax policy changes.

Gene Tempel was quoted in a Harvard Crimson article about naming buildings in honor of donors.

Una Osili was quoted in The NonProfit Times in an article about how technology in driving an increase in “subscription” donors.

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