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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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slide1

Association of Foundations

Building Foundations, Building a Better Future

Engaging Members

In Policy Work

Oman Jiao

Association of Foundations (AF)

slide2

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
slide3

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
slide4

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
slide5

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
slide6

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”
slide7

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
slide8

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
slide9

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
slide10

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
slide11

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
slide12

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
slide13

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
slide14

Association of Foundations

Building Foundations, Building a Better Future

Thank You Very Much!

slide15

Association of Foundations

Building Foundations, Building a Better Future

Engaging Members

in Policy Work

Oman Jiao

Association of Foundations (AF)

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