Title: Reporte de avances sobre la investigacin de instituciones y organizaciones donantes en Mxico, 2005.
1Panel Global Transformations Opportunities for
supranational articulation A perspective on
philanthropy and social field in
Mexico Salvador, Bahia, Brazil. April 4,
2008. Lourdes Sanz
Moguel Effectiveness and
Services Director
2600 million inhabitants300 million living in
poverty Brazil, Mexico and Argentina among 20
major economies in the world 4.3 constant
annual growth until 2015 is needed to reduce
poverty in the region by 50.In spite of
economical growth during the last five years,
extreme poverty has not been reverted.
Latin America in numbers
Fuente Cepal, 2006
3 Mexico in numbers
- Almost 2 million Km2
- 104 million inhabitants
- 15 million in rural areas
- 25 million do not have access to basic services
- 45 million living in poverty
- 17 million in extreme poverty
- 180,000 communities with under 500 inhabitants
each, concentrate extreme poverty. - Only 20 pay taxes properly
- 22,000 million USD were sent into the country in
2007 by Mexican residents in US.
Fuente Cemefi
4Non profit field in Mexico in numbers
- 20 000 non profits working in social causes
- 85 of CSOs income comes from fees and services
provided, 9 comes from government and only 6
from philanthropy - 5 752 Organizations endorsed by the SHCP (Tax
Office) as Deductible Gift Recipients (2006) - 250 Grantmaking foundations.
- 461 000 people working in the field (includes
volunteers and employees)
Fuente Cemefi
5Tendencies on the growth of organizations
endorsed by SHCP (Tax Office) as Deductible Gift
Recipients
Fuente Cemefi
6Deductible Gift Recipients 2006 in each State
Fuente Diario Oficial de la Federación 2007
7Giving in Mexico
- National Survey on Philanthropy and Civil
Society (ITAM - 2005) found out giving habits in
Mexico are as follows - 77 give to beggers,
- 82 give to the church and other religious
organizations - 91 reports that at least once, has given to an
organization - 79 prefer to give to a person in need rather
than to an institution. - Fuente Encuesta Nacional Sobre Filantropía y
Sociedad Civil. Instituto Tecnológico Autónomo de
México (Proyecto sobre Filantropía y Sociedad
Civil), 2005.
8Grants in Mexico
Fuente Cemefi
9Grantmakers in Mexico, by type and State
10Main Grantmaking Foundations in Mexico
11Grantmaking Foundations Role
- To support and strengthen innovative ideas and
strategies - Mobilize and develop leaderships
- Widen perception and increase information about
what can be done - Provide practical know how and tools for action
- Focused strategic philanthropic action,
- Flexibility and capacity to provide proper
response to needs - Social investment for public good
- Sustained support to effective CSOs and CSOs
programs and projects - Credibility and legitimacy as a basis to promote
and mobilize participation, resources, interest,
as well as convene people from different sectors
in the community - Collaboration and synergic action in order to
increase impact
12Historic overview of philanthropic field in Mexico
13First Period 1521-1860, Colonial Period,
Independence and Reform
- Strong presence of Catholic Church in the
creation of charities - Church funded charities with its own wealth and
with the gifts form filigrees - Churchs charities were mainly attention to the
poor, hospitals and schools.
14Second Period 1861-1960
- Strong presence of Government in social issues,
particularly after the nationalization of
ecclesiastic goods during the Reform. - In 1899 a decentralized government entity is
created JAP, to supervise and guarantee the use
of gifts and legacies for the community, in the
donor's intended social causes - With Mexican Revolution, State consolidates
public welfare policies schooling, health,
social security, homing.
15Third Period 1961-1985
- Increased citizenship awareness of social needs
- Increased participation in social issues
- New social causes are identified and supported
- Increased number of civil society organizations
working in social causes, both for majorities and
minorities - Philanthropic civil society organizations
emergence as a field
16Fourth Period 1986- up to date
- Promotion of philanthropy and voluntary work
- Promotion of corporate social responsibility
- Creation of new grantmaking foundations
- Increased participation in social causes
- New federal legislation approved recognizing
social value of civil society organizations
action and promoting government support for their
activities. (2004) - Fiscal Reform (2007).- Establishing a limit for
tax deductible gifts (unlimited before, thus,
step back)
17Conclusions
- There is an important tradition on social help,
mainly for humanitarian reasons, closely related
to religious motivations. - This tradition is expressed throughout society in
every level, and is present also in legal
framework. - In Mexico there is not a tradition of
institutionalized philanthropy, understanding it
as - social help linked to business or corporate
giving to public good additionally to taxes - endowed funds under the responsibility of
Boards, managed by professionals and protected by
specific frameworks
18Conclusions
There is still not enough development of legal
and fiscal frameworks that stimulate philanthropy
or reflect comprehension of the field's relevance
in the construction of public good. Until
recently, culture of philanthropy, social
responsibility and voluntarism is being promoted.
Currently foundations grants are mainly applied
to urgent needs rather than to development
strategies. Traditionally corporations tend to
give through government institutions
19Conclusions
Media promote charity more than grants or social
investment. Even though governments state they
want civil society participation in the
construction of public good, they fear opening
the door to real growth and consolidation of a
strong wide civil society field. There is a
surprising increase in the number of CSO and
grantmaking foundations. There is a strong debate
on grantmaking effectiveness and transparency.
20Challenges
- Increase culture of citizenship value the role
of citizen participation in public matters - Revalue and recognize the important role of civil
society organizations as well as the need of
their presence and contribution in democratic
societies - Strengthen corporate social responsibility
- Recognition of private philanthropy role in the
provision of private resources, additional to
taxes, that contribute to public good. - Creation and adaptation of legal and fiscal
frameworks to promote CSOs field growth and
respond to current needs
21Who should be involved?
- Community Citizenspaticipation, commitment,
action - Schools, universities, academic field research,
information and analysis - Civil Society Organizations increased number,
impact, accountability, quality services - Corporate field increased, effective and
strategically directed corporate social
responsibility actions and programs - Grantmakers increased strategic social
investment - Governments recognition, promotion and support
- Congress Legal and fiscal frameworks
22El Centro Mexicano para la Filantropía, A.C.
CEMEFI
Membership Association created in 1988
- 656 Members
- 187 Associates (84 foundations and associations,
67 corporations y 36 individuals) - 449 Afiliattes (mainly operative CSOs)
- 18 Users (government entities interested in
getting Cemefis services)
23Thank you
Maria de Lourdes Sanz Moguel Effectiveness and
Services Director Centro Mexicano para la
Filantropía, A.C. Cda. De Salvador Alvarado 7,
Col. Escandón México D.F. CP11800 México Tel.
(52) 5277-6111 Fax (52) 5515-5448 http//www.ceme
fi.org e-mail cemefi_at_cemefi.org /
lsanz_at_cemefi.org