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Cultural Factors and
Global Philanthropy
Andrew Ho
Network Developer, Global Philanthropy
Council on Foundations
Grants Managers Network Conference
San Diego, CA
March 2014
About the Council on Foundations
• Headquartered in Arlington, VA
• A national association of charitable foundations
representing some 1,700 foundations nationally and
internationally
• The Council’s mission is to provide the opportunity,
leadership, and tools needed by philanthropic
organizations to expand, enhance, and sustain their
ability to advance the common good.
A Networked Approach to Philanthropy
Corporate Sector
Government
Nonprofit
Social Enterprises
Academia
Financial Services
Technology
Human Services
Marketing
International
Development
Multilateral
Institutions
Law
Media &
Journalism
Global Philanthropy Program
• Serving members and foundations engaged in cross-
border grantmaking
• Building collaborations beyond philanthropy
• Building issue-based collaborations within
philanthropy
The ability of grantmakers to demonstrate knowledge and
capacity to operate with cross-cultural awareness, value
diversity, conduct self-assessment, manage the dynamics of
difference, and adapt to diversity and the cultural contexts of the
communities we serve. (IHRFG)
A system in which the alignment of behaviors, attitudes, and
policies allows organizations to perform more effectively and
individuals to interact most respectfully. Cultural competency is a
dynamic state where efforts are continuous in order to maintain
the integrity of the environment. (Nonprofit Network)
5
What is Cultural Competency?
Questions to Address
• What assumptions do we make about power,
partnership and grantmaking effectiveness?
• What are the gaps between our rhetoric and practice?
• How deeply do we implement our values within our
institutions, as well as through our philanthropic
practices?
• How can donors examine power dynamics, build
contextual knowledge and create effective alliances
that enhance grantmaking partnerships?
• How does cultural incompetency stand in the way of
the goals we seek to fulfill with our grantmaking?
• What would it take to address them?
Example: Tsunami Response
in the Philippines
“It is not outside aid that determines survival but the knowledge of local
actors, connections among community, and the interventions of neighbors.
Conversely, with the best of intentions but lacking an understanding of
community dynamics, outside aid can be counterproductive or even
destructive.” – Daniel Aldrich
Principles of Accountability for
International Philanthropy
– Understand the context in which you operate.
– Invest in understanding the social, cultural,
political, and economic context in which you are
going to work – through field visits, literature
reviews, and consultations with peers and by
commissioning research.
– Beware of your preconceptions and imposing your
own agenda.
8
What Works
– Don’t assume you know the answers. If you don’t
have the answer, find those that do.
– Don’t do anything about me without me.
– Communication, transparency, and candor.
9
What Doesn’t Work
10
• imposed solutions
• presumed outcomes
• instruction through “experts”
• deafness to community
• blindness to what is unfolding
• haste when things take time
A Note about Site Visits
11
• Show respect by considering the grantee’s
convenience.
• Be aware of cultural sensitivities
• Make time and space for all voices to be heard
• If the purpose is a financial audit, make sure
the grantee has plenty of time to prepare and
understands documents needed
Country-Specific Information
13
“Learn from the people
Plan with the people
Begin with what they have
Build on what they know
Of the best leaders
When the task is accomplished
The people all remark,
‘We have done it ourselves.’”
–Lao-tzu, Tao Te Ching
Open the Door to Community
Andrew Ho
Council on Foundations
Network Developer, Global Philanthropy
andrew.ho@cof.org
+1-703-879-0743
@andyho
www.linkedin.com/in/andyho
www.cof.org
14
Thank you!

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Grants Managers Network 2014 Conference

  • 1. Cultural Factors and Global Philanthropy Andrew Ho Network Developer, Global Philanthropy Council on Foundations Grants Managers Network Conference San Diego, CA March 2014
  • 2. About the Council on Foundations • Headquartered in Arlington, VA • A national association of charitable foundations representing some 1,700 foundations nationally and internationally • The Council’s mission is to provide the opportunity, leadership, and tools needed by philanthropic organizations to expand, enhance, and sustain their ability to advance the common good.
  • 3. A Networked Approach to Philanthropy Corporate Sector Government Nonprofit Social Enterprises Academia Financial Services Technology Human Services Marketing International Development Multilateral Institutions Law Media & Journalism
  • 4. Global Philanthropy Program • Serving members and foundations engaged in cross- border grantmaking • Building collaborations beyond philanthropy • Building issue-based collaborations within philanthropy
  • 5. The ability of grantmakers to demonstrate knowledge and capacity to operate with cross-cultural awareness, value diversity, conduct self-assessment, manage the dynamics of difference, and adapt to diversity and the cultural contexts of the communities we serve. (IHRFG) A system in which the alignment of behaviors, attitudes, and policies allows organizations to perform more effectively and individuals to interact most respectfully. Cultural competency is a dynamic state where efforts are continuous in order to maintain the integrity of the environment. (Nonprofit Network) 5 What is Cultural Competency?
  • 6. Questions to Address • What assumptions do we make about power, partnership and grantmaking effectiveness? • What are the gaps between our rhetoric and practice? • How deeply do we implement our values within our institutions, as well as through our philanthropic practices? • How can donors examine power dynamics, build contextual knowledge and create effective alliances that enhance grantmaking partnerships? • How does cultural incompetency stand in the way of the goals we seek to fulfill with our grantmaking? • What would it take to address them?
  • 7. Example: Tsunami Response in the Philippines “It is not outside aid that determines survival but the knowledge of local actors, connections among community, and the interventions of neighbors. Conversely, with the best of intentions but lacking an understanding of community dynamics, outside aid can be counterproductive or even destructive.” – Daniel Aldrich
  • 8. Principles of Accountability for International Philanthropy – Understand the context in which you operate. – Invest in understanding the social, cultural, political, and economic context in which you are going to work – through field visits, literature reviews, and consultations with peers and by commissioning research. – Beware of your preconceptions and imposing your own agenda. 8
  • 9. What Works – Don’t assume you know the answers. If you don’t have the answer, find those that do. – Don’t do anything about me without me. – Communication, transparency, and candor. 9
  • 10. What Doesn’t Work 10 • imposed solutions • presumed outcomes • instruction through “experts” • deafness to community • blindness to what is unfolding • haste when things take time
  • 11. A Note about Site Visits 11 • Show respect by considering the grantee’s convenience. • Be aware of cultural sensitivities • Make time and space for all voices to be heard • If the purpose is a financial audit, make sure the grantee has plenty of time to prepare and understands documents needed
  • 13. 13 “Learn from the people Plan with the people Begin with what they have Build on what they know Of the best leaders When the task is accomplished The people all remark, ‘We have done it ourselves.’” –Lao-tzu, Tao Te Ching Open the Door to Community
  • 14. Andrew Ho Council on Foundations Network Developer, Global Philanthropy andrew.ho@cof.org +1-703-879-0743 @andyho www.linkedin.com/in/andyho www.cof.org 14 Thank you!

Editor's Notes

  1. Talk about intro – global philanthropy
  2. I’m excited by the Council’s new network approach because just as we all come into philanthropy from various disciplines and training, so the network that values philanthropy also cuts across sectors and industries. We are in a strategic position to connect people and ideas and bring greater value to our members and the philanthropic sector.
  3. An organization must be true to cultural sensitivity both in its outside activities and in its internal operations. Regarding the latter, it might be useful to mention the importance of a diverse board.
  4. A second story has to do with the response of donors around the world to the tsunami in Southeast Asia. Political scientist Daniel Aldrich recently described to NPR his findings about how communities recover from disaster—a topic he has been exploring since experiencing it firsthand in New Orleans during Hurricane Katrina. His conclusion: it is not outside aid that determines survival but the knowledge of local actors, connections among community, and the interventions of neighbors. Conversely, with the best of intentions but lacking an understanding of community dynamics, outside aid can be counterproductive or even destructive. The example given was the compassionate response of global NGOs to the tsunami’s destruction of fishing boats. Hoping to help communities get back on their feet, donors gave new fishing boats to individual fishermen. They did not understand that, as Aldrich described it, fishing was “a very social activity . . . organized in a network. . . . If each person is given their own boat, you’ve gone from five people working together to each individual working by themselves. Fishermen who used to work together now became competitors. Trust broke down. Fights broke out. . . . Some of the activists I talked to called it ‘the second tsunami.’”
  5. Don’t assume you know the answers. However thoroughly you prepare, you don’t. Even if you enter a new community with experts at your elbow, they are technical experts only. The real experts are the people who live there, and you must be open to what they can teach you if you are to have the impact you hope for. Communication, transparency, and candor are key to the process. You will want to give the grantee a sense of your process and timing, and be respectful of their time as well, particularly if there is not a strong likelihood that the applicant will meet your guidelines.
  6. Don’t assume you know the answers. However thoroughly you prepare, you don’t. Even if you enter a new community with experts at your elbow, they are technical experts only. The real experts are the people who live there, and you must be open to what they can teach you if you are to have the impact you hope for. Consult experts and map the stakeholders in the community you are entering. Take your time in consulting experts and knowledgeable colleagues. If possible, hire a consultant to map the geography and the issue into which you may be entering; if not, do as much research as you can to understand the mission, program, and goals of other funders, NGOs, multilateral aid agencies, and multinational corporations that are active in the same area. Understand money flows—if substantial resources are flowing into your region or around your issue from whatever source, it creates a power dynamic you need to understand. It is also important to understand the role of government agencies—if your goal is to improve educational attainment for girls in Kenya, it would be helpful to understand what UNICEF and the Kenyan government are doing toward the same goal, and to meet their program officers. Moreover, this kind of knowledge can protect you from unwittingly working at cross purposes to another donor. If you wanted to establish a program selling bednets for a modest price in Mali, for example, it would be helpful to know if there is another program nearby that distributes them free. Visit and listen. Even if ultimately your grants will flow through an intermediary, it is important to spend time on the ground checking your assumptions and listening to people there. This is part of due diligence, and you will want to revisit at intervals, to see how things are changing and to verify what you are learning from reports with the truth of what’s happening on the ground. In the example of the SC’s Positive Deviance work, information came forth slowly and iteratively. Their ability to ask open-ended questions and listen was essential to getting the information they needed to make progress. Trust was built and the villages learned their own process of discovery, which would not have happened without face-to-face dialogue. Be aware of cultural sensitivities • Is it more respectful to call on someone at the person’s office rather than asking him or her to call on you? • Are there gender sensitivities you should be aware of? • What kind of dress is appropriate and respectful?
  7. Show respect by considering the grantee’s convenience. Understand that the grantor-grantee dynamic may not allow them to say that the time or place you have selected presents a conflict. State the purpose of the visit in advance—don’t make the grantee guess what you hope to learn and what documents you will need to see or people you will need to talk to. Plan ahead to deal with language barriers, if needed. Be aware of cultural sensitivities Is it more respectful to call on someone at their office rather than asking them to call on you? Are there gender sensitivities you should be aware of? What kind of dress is appropriate and respectful? Make time and space for all voices to be heard Listen to all stakeholders and meet all relevant staff. Meet board members if possible and appropriate. If the purpose is a financial audit Make sure the grantee has plenty of time to prepare and understands documents needed. Understand the difference between local customs and IRS rules. If needed, explain these differences to the grantee in terms that are not accusatory—e.g., I must follow these rules or my government will not allow me to provide grants in the future.
  8. Laos – Buddhist traditions, a patient and accepting people. Bolivia – Friendship an important value. Deadlines are not considered important. Malawi – generally talkative, but can be guarded and suspicious. Presentation is important. Myanmar – adopt realistic expectations, be patient, carefully nurtured relationships over time. Don’t take yes to mean agreement or action. They find it nearly impossible to say no to anything – saving face. China Nigeria – handshaking is very important, long, lingering handshakes with everybody you meet. Agreeing w/ people is a sign of respect. India Israel
  9. State Dept Global Philanthropy Working Group Communities of Democracies Working Group - The Community of Democracies is a global intergovernmental coalition of democratic countries, with the goal of promoting democratic rules and strengthening democratic norms and institutions around the world. It is an important global platform for exchange of experiences and consultations toward building and strengthening of democratic order inside the countries as well as in the international system. "Progress in the 21st century depends on the ability of individuals to coalesce around shared goals, and harness the power of their convictions. But when governments crack down on the right of citizens to work together, as they have throughout history, societies fall into stagnation and decay." —US Secretary of State H.R. Clinton, at the 10th Anniversary of the Community of Democracies, July 3, 2010