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A ssociation of F oundations. Building Foundations, Building a Better Future. Engaging Members In Policy Work Oman Jiao Association of Foundations (AF). A ssociation of F oundations. Building Foundations, Building a Better Future. Association of Foundations (AF). Since 1972

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Association of Foundations

Building Foundations, Building a Better Future

Engaging Members

In Policy Work

Oman Jiao

Association of Foundations (AF)


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Association of Foundations

Building Foundations, Building a Better Future

Association of Foundations (AF)

  • Since 1972

  • 144 current members

  • Types of foundations: funding (grantmaking) and operating; memorial, corporate, NGOs, social development agencies

  • Programs: education and training, arts and culture, environment, health and nutrition, livelihood and enterprise development, environment and sustainable development

  • Thrusts: networking, advocacy, information center, capacity building


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Association of Foundations

Building Foundations, Building a Better Future

Structure

  • General Assembly

  • meets annually

    Board of Trustees

  • 12 members elected at large

  • 3 members elected by island regions

  • - Luzon, Visayas, Mindanao

  • Management

  • Executive Director, Program Officer, Administrative/Finance Asst., Clerk


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Association of Foundations

Building Foundations, Building a Better Future

Advocacy Issues

  • AF as a member of CODE-NGO

  • Need for immediate decisions on urgent press statements/releases

  • General Assembly adopted a resolution that the Board decides on behalf of the entire AF network

  • President Estrada impeachment

  • “Hyatt 10” Cabinet resignation

  • Board – clear majority with regional voice


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Association of Foundations

Building Foundations, Building a Better Future

Policy Concerns

  • Policies which concern the NGOs and Foundations in general

  • Set-up a Board committee, include other networks

  • Example: Comprehensive Tax Reform Law 1997 which led to the creation of the Philippine Council for NGO Certification (PCNC) 1999

  • Example: SEC guidelines on foundations


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Association of Foundations

Building Foundations, Building a Better Future

PCNC Experience

  • Bureau of Internal Revenue (BIR) was amending the Tax Law in 1997

  • BIR wanted to delete the tax incentives for donations to not-for-profit organizations

  • Reason: Inadequate systems for monitoring the NGOs and Foundations

  • Challenge: NGO sector to “police their own ranks”


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Association of Foundations

Building Foundations, Building a Better Future

PCNC Experience

  • Six networks, AF included, then put up the PCNC.

  • Partnership among the Department of Finance, Bureau of Internal Revenue

  • BIR sits as ex-officio member of the Board

  • Mandate: certify foundations as tax donee institutions

  • Principles: good governance, transparency and accountability


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Association of Foundations

Building Foundations, Building a Better Future

SEC Experience

  • New guidelines were set up by Securities and Exchange Commission regulating Foundations

  • No consultations were made with the NGO sector

  • New guidelines increased the start-up fund (from $ 2k to $ 20k) for newly-established foundations

  • For existing foundations, additional reportorial requirements such as declaration of all sources of funds and names of beneficiaries


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Association of Foundations

Building Foundations, Building a Better Future

SEC Experience

  • NGOs find the amount too steep

  • NGOs find the requirements too cumbersome

  • Patriot Act and Terrorism Issue

  • AF set up its own committee and expanded this to include representatives from various NGOs and NGO networks

  • AF took the lead in negotiations with SEC


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Association of Foundations

Building Foundations, Building a Better Future

Japan ODA Experience

  • AF was tapped to convene the initial meeting of a Japanese ODA Task Force during their visit

  • AF invited a number of representatives from different NGOs

  • Continuing discussions with the Japanese officials on coming up with an NGO Funding Mechanism


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Association of Foundations

Building Foundations, Building a Better Future

Benefits

  • Credibility and Legitimacy of organization / network

  • Recognized key player in the NGO sector for key consultations

  • Primarily, a service to the members specifically and the non-profit sector in general


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Association of Foundations

Building Foundations, Building a Better Future

Risks / Challenges

  • Questions within the membership – choice of issues

  • Cooptation - guise of consultation

  • Time and resources


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Association of Foundations

Building Foundations, Building a Better Future

Learnings

  • Seize the opportunity – take the lead

  • Involve others (strength in numbers) – the members of the association and other partners

  • Choose the proper “emissaries” (key personalities in the membership and in the Board)

  • Maintain and sustain the relationship – balancing act

  • Be patient and even understanding

  • Learn to speak and understand their language


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Association of Foundations

Building Foundations, Building a Better Future

Thank You Very Much!


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Association of Foundations

Building Foundations, Building a Better Future

Engaging Members

in Policy Work

Oman Jiao

Association of Foundations (AF)


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