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2004-2005 REPORT

THE SYNERGOS INSTITUTECov1


2004-2005 REPORT

15
MESSAGE FROM PEGGY
2 PARTNERSHIP FOR
CHILD NUTRITION

DULANY, FOUNDER & CHAIR

3 16
OUR NETWORK, PARTNERS
AND PROGRAMS
MESSAGE FROM ROBERT H.
DUNN, PRESIDENT & CEO
18
STRENGTHENING BRIDGING
4 A DREAM BECOMES REALITY
US-Mexico Border Philanthropy Partnership
strengthens local capacity
ORGANIZATIONS
Fostering institutional
philanthropy around the world page 6

page 8

T
he Synergos Institute is an independent
nonprofit organization dedicated to the
development of effective, sustainable and
FPO
page 18
locally based solutions to poverty. Working with
partners, Synergos’ mission is to mobilize resources
and bridge social and economic divides to reduce 22 BOARD OF DIRECTORS
Cover: Artwork produced
poverty and increase equity around the world. at a school run by Projeto 23 STAFF
We believe that poverty is the result of a Arrastão, a nonprofit
complex array of causes and conditions and organization in São Paulo, 24 MAJOR DONORS
Brazil that is supported by
cannot be remedied without the commitment of

5
the Abrinq Foundation for
28 SUMMARY FINANCIAL REPORT
all key sectors of society – government, business, the Rights of Children, one
of Synergos’ partners in that
nonprofit organizations, and other major country.
stakeholders. UNIVERSITY FOR A NIGHT
Our staff of 40 is headquartered in New York and
onsite on the US-Mexico border, in Brazil, South
Africa and India. GLOBAL PHILANTHROPISTS CIRCLE
6
Our programs: A dynamic network dedicated to eliminating
n Build and strengthen community development poverty and increasing equity worldwide

8
foundations and other bridging organizations in
Africa, Asia and Latin America, fostering a local
culture of philanthropy SEEDS OF CHANGE
n Bring leading philanthropic families together to Global leaders and concerned citizens
deepen the impact of their social investments find common ground in Brazil
n Catalyze partnerships between government,
business and civil society in order to create
MULTI-STAKEHOLDER PARTNERSHIPS
12
and implement joint solutions to complex Catalyzing partnerships between government, business
development challenges. and civil society to solve complex challenges
page 12

THE SYNERGOS INSTITUTE 1


2004-2005 report

15
 Message from Peggy
2 Partnership for
Child Nutrition

Dulany, Founder & Chair


16
3 Our Network, Partners
and Programs

Message from Robert H.


Dunn, President & CEO
18
Strengthening Bridging
4 A Dream Becomes Reality
US-Mexico Border Philanthropy Partnership
strengthens local capacity
Organizations
Fostering institutional philanthropy
around the world page 6

page 8

page 18

22 Board of Directors
Cover: Artwork produced at a
school run by Projeto Arrastão, 23 Staff
a nonprofit organization in São
Paulo, Brazil that is supported
by the Abrinq Foundation for
24 Major Donors
the Rights of Children, one

5 of Synergos’ partners in that 28 Summary Financial Report


country.

University for a Night

Global Philanthropists Circle


6
A dynamic network dedicated to eliminating
poverty and increasing equity worldwide

Seeds of Change
8
Global leaders and concerned citizens
find common ground in Brazil

Multi-Stakeholder Partnerships
12
Catalyzing partnerships between government, business
and civil society to solve complex challenges
page 12

The Synergos Institute 


There is perhaps more
discussion about
global poverty today
than at any time in
recent history. There
As Synergos moves into its third decade, I remain Systemic and sustainable solutions require
groups and individuals to work together are new voices in There are also great frustrations being expressed
that past efforts to advance the quality of life

convinced that the complex social, economic across their differences.


this conversation for the most poor and vulnerable in our global
society continue to be so unsuccessful.

and environmental problems the world faces Synergos, since the beginning, has sought
to build trust, to include the excluded with exciting Synergos has a distinct record of
and to bring together key stakeholders to accomplishment to build upon in this field and
cannot be solved by one part of society alone. solve problems of poverty and inequity and innovative ideas. a demonstrated commitment to be a laboratory
using collaborative methods. We and our of innovation. We will continue to partner with
partners in Africa, Asia and Latin America continue to strive to strengthen the financing institutions and people who seek to create a more just and equitable society by engaging
for and capacity of civil society to work with other sectors of society, to strengthen the local communities, addressing root causes and supporting initiatives that bring people
impact of philanthropy and philanthropists, and to help groups around the world to build together across all sectors and differences.
partnerships that produce systemic solutions to local, national and global problems.
Synergos has been most fortunate to have S. Bruce Shearer as one of its leaders. This report
I am happy to introduce this report on our work during 2004 and 2005. The report offers is about work begun and completed with the Synergos board, staff, partners, funders and
a selection of stories about how Synergos has been making a difference in the fight to collaborators on his watch. It’s a record that reflects his wisdom, integrity and diligence.
reduce poverty and increase equity around the world.
I feel privileged to serve as Bruce’s successor.
As you look through this report I hope you will join me in thanking my long-time
colleague and friend Bruce Schearer, who stepped down from Synergos’ presidency in One of the ways in which the world is changing is that there are increasingly higher
late 2005. I am grateful to him for 18 years of leadership, service and commitment to our expectations of stakeholders for transparency and accountability. Synergos is in the
organization and its mission. Bruce has been an essential part of my life and of Synergos’ process of weighing how best to meet these new requirements and you should expect to
achievements in the past and in positioning us to further increase our impact – and that of see the results of these deliberations in our next report.
our partners around the world – in fighting poverty.
In the meantime, I welcome your comments on this report and our work.
I hope you will also join me in welcoming Bob Dunn as Synergos’ extraordinarily capable
new President and CEO and in working with him in the coming years. We remain grateful for the inspiration and support provided by the people we work with
around the world. We hope we have done justice to their extraordinary capabilities and
With best wishes, those of our own staff and supporters.

Cordially,

Peggy Dulany
Founder & Chair
Robert H. Dunn
President & CEO

2 REPORT 2004 - 2005 THE SYNERGOS INSTITUTE 3


There is perhaps more
discussion about
global poverty today
than at any time in
recent history. There
As Synergos moves into its third decade, I remain Systemic and sustainable solutions require
groups and individuals to work together are new voices in There are also great frustrations being expressed
that past efforts to advance the quality of life

convinced that the complex social, economic across their differences.


this conversation for the most poor and vulnerable in our global
society continue to be so unsuccessful.

and environmental problems the world faces Synergos, since the beginning, has sought
to build trust, to include the excluded with exciting Synergos has a distinct record of
and to bring together key stakeholders to accomplishment to build upon in this field and
cannot be solved by one part of society alone. solve problems of poverty and inequity and innovative ideas. a demonstrated commitment to be a laboratory
using collaborative methods. We and our of innovation. We will continue to partner with
partners in Africa, Asia and Latin America continue to strive to strengthen the financing institutions and people who seek to create a more just and equitable society by engaging
for and capacity of civil society to work with other sectors of society, to strengthen the local communities, addressing root causes and supporting initiatives that bring people
impact of philanthropy and philanthropists, and to help groups around the world to build together across all sectors and differences.
partnerships that produce systemic solutions to local, national and global problems.
Synergos has been most fortunate to have S. Bruce Shearer as one of its leaders. This report
I am happy to introduce this report on our work during 2004 and 2005. The report offers is about work begun and completed with the Synergos board, staff, partners, funders and
a selection of stories about how Synergos has been making a difference in the fight to collaborators on his watch. It’s a record that reflects his wisdom, integrity and diligence.
reduce poverty and increase equity around the world.
I feel privileged to serve as Bruce’s successor.
As you look through this report I hope you will join me in thanking my long-time
colleague and friend Bruce Schearer, who stepped down from Synergos’ presidency in One of the ways in which the world is changing is that there are increasingly higher
late 2005. I am grateful to him for 18 years of leadership, service and commitment to our expectations of stakeholders for transparency and accountability. Synergos is in the
organization and its mission. Bruce has been an essential part of my life and of Synergos’ process of weighing how best to meet these new requirements and you should expect to
achievements in the past and in positioning us to further increase our impact – and that of see the results of these deliberations in our next report.
our partners around the world – in fighting poverty.
In the meantime, I welcome your comments on this report and our work.
I hope you will also join me in welcoming Bob Dunn as Synergos’ extraordinarily capable
new President and CEO and in working with him in the coming years. We remain grateful for the inspiration and support provided by the people we work with
around the world. We hope we have done justice to their extraordinary capabilities and
With best wishes, those of our own staff and supporters.

Cordially,

Peggy Dulany
Founder & Chair
Robert H. Dunn
President & CEO

2 REPORT 2004 - 2005 THE SYNERGOS INSTITUTE 3


PROGRAMS
SOME PARTICIPANTS
in the 2005 Global Senior
typically take the form of foundations, in over two dozen
countries. These institutions bridge divides between sec- University for a Night
tors of the economy, between socioeconomic classes and
Fellows Meeting in Cape
Town, South Africa. between cultural, political, ethnic, and religious groups in
AN EVENING OF SHARING AND LEARNING
ways that unite rather than divide communities.
Our accomplishments include helping create the first

E
cross-border initiative in building philanthropic infra- ach year since 1997, University for a Night brings
structure along the US-Mexico border, described on page together leaders from around the world to discuss
8, as well as the first locally controlled grantmaking foun- critical problems. Through a plenary discussion,
dations supporting community development in Ecuador, a question-and-answer session and discussions over
Mozambique and Zimbabwe. dinner, participants share ideas on how to address
Today Synergos offers a range of services to new and poverty, inequity, environmental degradation and
emerging grantmaking institutions around the world, as conflict. They also honor individuals or organizations
well as to funding partners that share our goals of strength- whose work exemplifies what the evening is about
ening local philanthropic capacity. These services, which – building bridges across traditional boundaries to
include conducting feasibility studies and research, pro- create a better world – with the David Rockefeller
viding consultancies, organizing training and workshops, Bridging Leadership Awards.


and conducing studies tours and learning exchanges, ad- The overall theme of the 2004 event was new The approach that we have adopted is focusing on the issue
dress issues such as: approaches to solving complex global problems.
of ownership and empowerment. Ownership is very important,
• Formation and governance The Bridging Leadership Awards were presented to
• Program development and administration the Foundation for Community Development of because you have to make sure that the poor feel that they are part
• Resource mobilization and asset building Mozambique and John C. Whitehead, a former US of the solution, not a part of the problem.” – Surakiart Sathirathai,
• Communications Deputy Secretary of State and chair of the International
Strengthening Bridging • Leadership and personal development
• Partnership building.
Rescue Committee.
University for a Night 2005 brought attention not
Deputy Prime Minister of Thailand at University for a Night 2005

Organizations Most of these services are provided by the Senior


Fellows – leaders from some of the world’s most success-
only to partnerships to address critical problems, but
also to issues of democracy and security, with speakers PLENARY SPEAKERS 2004-2005
FOSTERING INSTITUTIONAL PHILANTHROPY ful and innovative development foundations and philan- including former President of the Philippines Corazon Hafsat Abiola-Costello
thropic support organizations. They come to the program C. Aquino and former World Bank President James D. Executive Director
AROUND THE WORLD
with a record of accomplishment, solid technical skills, Wolfensohn (who each received the David Rockefeller Kudirat Initiative for Democracy
and reputations for originality and effectiveness. Fellows Bridging Leadership Award), as well as Nigerian

S
Corazon C. Aquino
trengthening Bridging Organizations, Synergos’ serve as peer consultants to foundations and other grant- democracy advocate Hafsat Abiola-Costello, Deputy
Chairperson
oldest and largest program, builds and supports making institutions around the world. Their work also Prime Minister of Thailand Surakiart Sathirathai, and John Whitehead
and David Benigno S. Aquino, Jr. Foundation
community-based institutions in Asia, Africa and produces knowledge on trends and innovative models, incoming Synergos President Robert H. Dunn. Rockefeller
Latin America that mobilize sustainable resources and which Synergos distributes to a wide audience. The 2005 event was also the final day of service Kjell Magne Bondevik
bring government, business and civil society together to Fellows, who come predominantly from Latin America, as President of Synergos for S. Bruce Schearer, and Prime Minister of Norway
address poverty and inequity. Africa and South and Southeast Asia, serve for three years, the evening closed with the presentation of a video
Mario Conejo Maldonado
For over 15 years Synergos has helped create and while simultaneously performing their ongoing profes- highlighting Synergos’ accomplishments under his
Mayor
strengthen indigenous grantmaking organizations, which sional responsibilities at their home institutions. ■ leadership. ■
Otavalo, Ecuador

THE SENIOR FELLOWS IN 2004-2005 Robert H. Dunn


Fayemi John Davies Darren Godwell Sándor Kôles Joe Lumarda William Okedi David Smith Bernardo Toro Co-founder
Executive Director President Board Member & Former Executive Director Executive Vice President/COO Program Officer Managing Director Dean of Education Business for Social Responsibility
African Women’s Baton Rouge Area Executive Director Carpathian Foundation California Community Ford Foundation Business and Javeriana University
Foundation Slovakia Foundation Southern Africa Environmental Services Colombia
Development Fund
United States
Lumbu Indigenous
United States Jamaica Tex Gunning
Ghana Community Foundation Christa Kuljian Won Soon Park Sukich Utindu
Lúcia Gomes Vieria Australia Visiting Research Fellow Teboho Mahuma Director Felicidad Soledad Director, Resource Business Group President
Jaime Bolaños Chief Executive Officer
Executive Director Dellagnelo
Caroline Hartnell
Centre for Policy Studies
City Year
The Beautiful Foundation Executive Director Mobilization
Corazon Aquino
Unilever Bestfoods, Asia
President United States/South Africa South Korea Philippine Council for Raks Thai Foundation
Oaxaca Community Editor South Africa NGO Certification Thailand and James D. Wolfensohn
Instituto Comunitário Ann Lamont Fely Rixhon Noeleen Heyzer
Foundation Grande Florianopolis Alliance Magazine Katherine Miszewski The Philippines
Mexico Former Chief Executive Director Priya Viswanath
Brazil United Kingdom
Executive Officer
Executive Director Philippine Center for Ingrid Srinath Chief Executive Officer Richard Gere Executive Director
David Bonbright Old Mutual Foundation Chief Executive
Marilou G. Erni Etha Henry Mindset Network South Africa
Population & Development Charities Aid Foundation described United Nations Development Fund
Chief Executive Officer Executive Director Vice President for Programs South Africa Philippines Child Relief and You India the power of
Keystone Petron Foundation Greater New Haven Monica Mutuku
Vadim Samorodov India collaboration
for Women
L. Agustín Landa Secretary Ana Maria Wilheim
United Kingdom Philippines Community Foundation Program Manager Shannon St. John Superintendent at University
Vice President for East Africa Association
Steven Burkeman Amalia Eugenia United States Development & Linking of Grantmakers Charities Aid Foundation Former Executive Director Abrinq Foundation for for a Night Surakiart Sathirathai
United Kingdom Fischer Pfaeffle Universidad Popular Kenya Russia Triangle Community Foundation the Rights of Children 2004 Deputy Prime Minister of Thailand
Peter Hero United States
Executive Coordinator Autonoma del Estado Kgosto Schoeman Brazil
Hui-Jung Chi President Jacqueline Novogratz
Angela Borba Fund de Puebla Chief Executive Abdi Suryaningati
Executive Director for Women
Community Foundation
Mexico
Chief Executive Officer
Kagiso Trust Charitable Vice-Director
James D. Wolfensohn
Garden of Hope Foundation Silicon Valley Acumen Fund
Brazil
United States Maria de Lourdes Nunes United States Development Trust YAPPIKA-Indonesian Special Envoy for Gaza Disengagement
Taiwan ROC South Africa Civil Society Alliance
Alberto César Croce
Beulah Fredericks
Gaynor Humphreys
Officer and Program Elkhana Odembo
for Democracy for the Quartet Principals
Director Manager Director Pushpa Aman Singh
Director Foundation for Community Director Fundação O Boticário de Center for Philanthropy Vice President for Programs Indonesia
Fundación SES Support Trust Worldwide Initiatives for Proteção à Natureza and Civil Society GIVE Foundation Afsaneh Tabrizi Positions listed are those held Positions listed are those held at
Argentina South Africa Grantmaker Support Brazil Kenya India South Africa at time of Fellowship time of event

4 REPORT 2004 - 2005 THE SYNERGOS INSTITUTE 5


PROGRAMS
SOME PARTICIPANTS
in the 2005 Global Senior
typically take the form of foundations, in over two dozen
countries. These institutions bridge divides between sec- University for a Night
tors of the economy, between socioeconomic classes and
Fellows Meeting in Cape
Town, South Africa. between cultural, political, ethnic, and religious groups in
AN EVENING OF SHARING AND LEARNING
ways that unite rather than divide communities.
Our accomplishments include helping create the first

E
cross-border initiative in building philanthropic infra- ach year since 1997, University for a Night brings
structure along the US-Mexico border, described on page together leaders from around the world to discuss
8, as well as the first locally controlled grantmaking foun- critical problems. Through a plenary discussion,
dations supporting community development in Ecuador, a question-and-answer session and discussions over
Mozambique and Zimbabwe. dinner, participants share ideas on how to address
Today Synergos offers a range of services to new and poverty, inequity, environmental degradation and
emerging grantmaking institutions around the world, as conflict. They also honor individuals or organizations
well as to funding partners that share our goals of strength- whose work exemplifies what the evening is about
ening local philanthropic capacity. These services, which – building bridges across traditional boundaries to
include conducting feasibility studies and research, pro- create a better world – with the David Rockefeller
viding consultancies, organizing training and workshops, Bridging Leadership Awards.


and conducing studies tours and learning exchanges, ad- The overall theme of the 2004 event was new The approach that we have adopted is focusing on the issue
dress issues such as: approaches to solving complex global problems.
of ownership and empowerment. Ownership is very important,
• Formation and governance The Bridging Leadership Awards were presented to
• Program development and administration the Foundation for Community Development of because you have to make sure that the poor feel that they are part
• Resource mobilization and asset building Mozambique and John C. Whitehead, a former US of the solution, not a part of the problem.” – Surakiart Sathirathai,
• Communications Deputy Secretary of State and chair of the International
Strengthening Bridging • Leadership and personal development
• Partnership building.
Rescue Committee.
University for a Night 2005 brought attention not
Deputy Prime Minister of Thailand at University for a Night 2005

Organizations Most of these services are provided by the Senior


Fellows – leaders from some of the world’s most success-
only to partnerships to address critical problems, but
also to issues of democracy and security, with speakers PLENARY SPEAKERS 2004-2005
FOSTERING INSTITUTIONAL PHILANTHROPY ful and innovative development foundations and philan- including former President of the Philippines Corazon Hafsat Abiola-Costello
thropic support organizations. They come to the program C. Aquino and former World Bank President James D. Executive Director
AROUND THE WORLD
with a record of accomplishment, solid technical skills, Wolfensohn (who each received the David Rockefeller Kudirat Initiative for Democracy
and reputations for originality and effectiveness. Fellows Bridging Leadership Award), as well as Nigerian

S
Corazon C. Aquino
trengthening Bridging Organizations, Synergos’ serve as peer consultants to foundations and other grant- democracy advocate Hafsat Abiola-Costello, Deputy
Chairperson
oldest and largest program, builds and supports making institutions around the world. Their work also Prime Minister of Thailand Surakiart Sathirathai, and John Whitehead
and David Benigno S. Aquino, Jr. Foundation
community-based institutions in Asia, Africa and produces knowledge on trends and innovative models, incoming Synergos President Robert H. Dunn. Rockefeller
Latin America that mobilize sustainable resources and which Synergos distributes to a wide audience. The 2005 event was also the final day of service Kjell Magne Bondevik
bring government, business and civil society together to Fellows, who come predominantly from Latin America, as President of Synergos for S. Bruce Schearer, and Prime Minister of Norway
address poverty and inequity. Africa and South and Southeast Asia, serve for three years, the evening closed with the presentation of a video
Mario Conejo Maldonado
For over 15 years Synergos has helped create and while simultaneously performing their ongoing profes- highlighting Synergos’ accomplishments under his
Mayor
strengthen indigenous grantmaking organizations, which sional responsibilities at their home institutions. ■ leadership. ■
Otavalo, Ecuador

THE SENIOR FELLOWS IN 2004-2005 Robert H. Dunn


Fayemi John Davies Darren Godwell Sándor Kôles Joe Lumarda William Okedi David Smith Bernardo Toro Co-founder
Executive Director President Board Member & Former Executive Director Executive Vice President/COO Program Officer Managing Director Dean of Education Business for Social Responsibility
African Women’s Baton Rouge Area Executive Director Carpathian Foundation California Community Ford Foundation Business and Javeriana University
Foundation Slovakia Foundation Southern Africa Environmental Services Colombia
Development Fund
United States
Lumbu Indigenous
United States Jamaica Tex Gunning
Ghana Community Foundation Christa Kuljian Won Soon Park Sukich Utindu
Lúcia Gomes Vieria Australia Visiting Research Fellow Teboho Mahuma Director Felicidad Soledad Director, Resource Business Group President
Jaime Bolaños Chief Executive Officer
Executive Director Dellagnelo
Caroline Hartnell
Centre for Policy Studies
City Year
The Beautiful Foundation Executive Director Mobilization
Corazon Aquino
Unilever Bestfoods, Asia
President United States/South Africa South Korea Philippine Council for Raks Thai Foundation
Oaxaca Community Editor South Africa NGO Certification Thailand and James D. Wolfensohn
Instituto Comunitário Ann Lamont Fely Rixhon Noeleen Heyzer
Foundation Grande Florianopolis Alliance Magazine Katherine Miszewski The Philippines
Mexico Former Chief Executive Director Priya Viswanath
Brazil United Kingdom
Executive Officer
Executive Director Philippine Center for Ingrid Srinath Chief Executive Officer Richard Gere Executive Director
David Bonbright Old Mutual Foundation Chief Executive
Marilou G. Erni Etha Henry Mindset Network South Africa
Population & Development Charities Aid Foundation described United Nations Development Fund
Chief Executive Officer Executive Director Vice President for Programs South Africa Philippines Child Relief and You India the power of
Keystone Petron Foundation Greater New Haven Monica Mutuku
Vadim Samorodov India collaboration
for Women
L. Agustín Landa Secretary Ana Maria Wilheim
United Kingdom Philippines Community Foundation Program Manager Shannon St. John Superintendent at University
Vice President for East Africa Association
Steven Burkeman Amalia Eugenia United States Development & Linking of Grantmakers Charities Aid Foundation Former Executive Director Abrinq Foundation for for a Night Surakiart Sathirathai
United Kingdom Fischer Pfaeffle Universidad Popular Kenya Russia Triangle Community Foundation the Rights of Children 2004 Deputy Prime Minister of Thailand
Peter Hero United States
Executive Coordinator Autonoma del Estado Kgosto Schoeman Brazil
Hui-Jung Chi President Jacqueline Novogratz
Angela Borba Fund de Puebla Chief Executive Abdi Suryaningati
Executive Director for Women
Community Foundation
Mexico
Chief Executive Officer
Kagiso Trust Charitable Vice-Director
James D. Wolfensohn
Garden of Hope Foundation Silicon Valley Acumen Fund
Brazil
United States Maria de Lourdes Nunes United States Development Trust YAPPIKA-Indonesian Special Envoy for Gaza Disengagement
Taiwan ROC South Africa Civil Society Alliance
Alberto César Croce
Beulah Fredericks
Gaynor Humphreys
Officer and Program Elkhana Odembo
for Democracy for the Quartet Principals
Director Manager Director Pushpa Aman Singh
Director Foundation for Community Director Fundação O Boticário de Center for Philanthropy Vice President for Programs Indonesia
Fundación SES Support Trust Worldwide Initiatives for Proteção à Natureza and Civil Society GIVE Foundation Afsaneh Tabrizi Positions listed are those held Positions listed are those held at
Argentina South Africa Grantmaker Support Brazil Kenya India South Africa at time of Fellowship time of event

4 REPORT 2004 - 2005 THE SYNERGOS INSTITUTE 5


PROGRAMS RIGHT, CLOCKWISE FROM TOP:
South Africa; visit to a school in the
Philippines in 2005; GPC Member Mike
Murray with former President of the
Philippines Corazon Aquino at the
2004 Annual Meeting; Desmond Tutu
at a symposium for peace in Colombia
organized by GPC Member María Eugenia
Garcés; retreat event in Montana.

lutions and a network of support to play this important


role. The international diversity of the members brings
to the Circle a wealth of experience and relationships
supported by social and financial resources and a moti-
vation to leverage them for the greater good.

SERVICES FOR MEMBERS The Circle network is an


energizing, safe space for learning, discussion and col-
laboration, helping members articulate and realize
their philanthropic visions. Organized and staffed by
Synergos, activities and services are tailored to member
needs and time availability.
The Circle provides each family with a relationship
manager, a dedicated professional who can help to devel-
op a membership program suited to the family’s needs.
Drawing on the exceptional resources of the Circle and
the larger Synergos network, this person will help create
a personal networking plan to build connections to help
leverage your efforts. The Circle also offers a strategic
planning expert who works with members to develop
strategic plans, review current goals and objectives, and
evaluate current activities.

MEMBERS OF THE PROMOTING PEER LEARNING Throughout the year,


Global Philanthropists the Circle holds a variety of events and activities to
Circle visit an
orphanage in South bring members together to allow to share ideas and ex-
Africa in 2005. periences, including:

• Learning Visits to Developing Countries which

Global Philanthropists Circle


expose participants to innovative philanthropic ap-
proaches to complex global problems and also provide
interaction with other prominent international phi-
DYNAMIC NETWORK DEDICATED TO ELIMINATING POVERTY AND INCREASING EQUITY WORLDWIDE lanthropists, including those from the host country or
region.

T
he Global Philanthropists Circle is a dynamic increased impact they might have, as individuals and col- • Working Dinners and Dialogues, hosted by
network of leading international philanthropists lectively, on initiatives to reduce poverty globally. Circle members in various part of the United States
dedicated to eliminating poverty and increasing The Circle is also intergenerational. The Next and other countries throughout the year; recent
equity worldwide. It brings together many of the most Generation Group, formed in 2003, focuses on succes- events have taken place in Buenos Aires, London,
respected individuals and families from every part of sor generations – family members between their teens Madrid, Mumbai and Beirut.
the globe who are committed to using their time, influ- and early 30s – to promote their involvement in philan-
ence and resources to address some of the world’s most thropy and build a strong community of future social • Annual Meetings, held in New York City consists
significant problems. investors and philanthropists. of a series of small interactive workshops and plena-
The Circle provides exceptional opportunities for ry sessions during the day, followed by The Synergos
members to advance their own philanthropic projects WHY THE CIRCLE? In a time of vastly increasing, yet Institute’s University for a Night in the evening.
by drawing on the advice, experience, relationships and disproportionately distributed wealth, poverty and in-
collaboration of other members. In addition, the Circle equity are two of the world’s most complex challenges. • Effective Philanthropy Workshops held twice a year
supports initiatives to work together with international The Global Philanthropists Circle is committed to en- to increase the effectiveness of member philanthropy.
development agencies, foundations and other philan- couraging and supporting the essential role that private
thropic organizations. philanthropists can play to resolve these problems. • Wilderness Retreats that enable a small, diverse
Founded in 2001 by Peggy Dulany, Synergos’ Chair, and To play this role, many philanthropists are eager to group of members to explore their personal philan-
her father, David Rockefeller, the Circle now includes learn with and from each other how they can make a thropic purposes and future intentions through a multi-
more than 55 families from 23 countries who recognize the difference. The Circle provides a platform to explore so- day experience at Peggy Dulany’s Montana ranch. ■

6 REPORT 2004 - 2005 THE SYNERGOS INSTITUTE 7


RIGHT, CLOCKWISE FROM TOP:
South Africa; visit to a school in the
Philippines in 2005; GPC Member Mike
Murray with former President of the
Philippines Corazon Aquino at the
2005 Annual Meeting; Desmond Tutu
at a symposium for peace in Colombia
organized by GPC Member María Eugenia
Garcés; retreat event in Montana.

lutions and a network of support to play this important


role. The international diversity of the members brings
to the Circle a wealth of experience and relationships
supported by social and financial resources and a moti-
vation to leverage them for the greater good.

SERVICES FOR MEMBERS The Circle network is an


energizing, safe space for learning, discussion and col-
laboration, helping members articulate and realize
their philanthropic visions. Organized and staffed by
Synergos, activities and services are tailored to member
needs and time availability.
The Circle provides each family with a relationship
manager, a dedicated professional who can help to devel-
op a membership program suited to the family’s needs.
Drawing on the exceptional resources of the Circle and
the larger Synergos network, this person will help create
a personal networking plan to build connections to help
leverage your efforts. The Circle also offers a strategic
planning expert who works with members to develop
strategic plans, review current goals and objectives, and
evaluate current activities.

PROMOTING PEER LEARNING Throughout the year,


the Circle holds a variety of events and activities to
bring members together to allow to share ideas and ex-
periences, including:

• Learning Visits to Developing Countries which


expose participants to innovative philanthropic ap-
proaches to complex global problems and also provide
interaction with other prominent international phi-
lanthropists, including those from the host country or
region.

• Working Dinners and Dialogues, hosted by


Circle members in various part of the United States
and other countries throughout the year; recent
events have taken place in Buenos Aires, London,
Madrid, Mumbai and Beirut.

• Annual Meetings, held in New York City consists


of a series of small interactive workshops and plena-
ry sessions during the day, followed by The Synergos
Institute’s University for a Night in the evening.

• Effective Philanthropy Workshops held twice a year


to increase the effectiveness of member philanthropy.

• Wilderness Retreats that enable a small, diverse


group of members to explore their personal philan-
thropic purposes and future intentions through a multi-
day experience at Peggy Dulany’s Montana ranch. ■

THE SYNERGOS INSTITUTE 7


BRAZIL

“ Life in the favela taught me that the people


most affected by poverty are those with the
greatest determination to escape it.

–Peggy Dulany

W
hen Peggy Dulany accompanied a group of State for Social Assistance in Brazil and now with
of Global Philanthropists Circle members the Regional Dialogue Division at the Inter-American
from around the world on a learning vis- Development Bank.
it to Brazil in 2004, it was a particularly
meaningful homecoming for the found- LEARNING FROM THE EXPERIENCE OF BRAZIL
er of Synergos, who had lived and worked in a favela, or Partnership and collaboration were consistent themes in
squatter settlement, in Rio de Janeiro as a young woman. the Global Philanthropists Circle’s country visit to Brazil
Dulany’s early experience in Brazil marked the begin- in 2004. Such visits are among the many opportunities
ning of a long and close relationship between that country for learning, sharing and collaboration offered to mem-
and Synergos. “Life in the favela taught me that the people bers of the Circle, a network of leading donors who run
affected by poverty are those with the greatest determina- or support global initiatives that address issues of poverty
tion to escape it,” Dulany said. “What was missing was ac- and inequity. “Through these and other types of learning
cess to a network of others with the skills and resources to opportunities, Synergos provides a space for GPC mem-
help poor people make a better life for themselves.” bers to connect, reflect, exchange ideas and help each
These lessons from Brazil proved formative when other become more effective agents of change in their
Dulany went on to work for the New York City own parts of the world” said Jim Brasher, who served as
Partnership, an organization that promotes economic the Circle’s first director.
development and social change through public-private From the teeming favelas of Rio de Janeiro and São
collaboration. “I saw the possibility of bringing people Paulo to the lush but fragile ecosystem of the Amazon
together from different sectors and levels of society and rainforest, the ten-day country visit gave participants a
realized that this could happen in Brazil and other parts chance to observe the social and economic divides chal-
of the world, not just New York,” she said. “Synergos grew lenging Brazil and the diverse – and often ground breaking
out of that set of experiences.” –ways in which GPC members and other Synergos part-
Today, a variety of philanthropic partnerships seeded ners are addressing these barriers by fostering the practice

SEEDS OF
by Synergos in Brazil have begun to take root, creating a and culture of philanthropy.
fertile climate for positive social change. “Previously, the Despite the political and economic advances of the past

CHANGE
word ‘partnership’ wasn’t known in Brazil – each sector two decades, Brazil remains one of the most socio-eco-
had its own culture, its own role and its own priorities,” nomically divided societies in the world. Nearly a third of
said Wanda Engel Aduan, a leading advocate for children its 184 million citizens live in poverty, many in the over-
and youth in Brazil, and one of several Synergos board crowded and neglected favelas of Brazil’s two mega-cities,
members who took part in the 2004 learning visit. São Paulo and Rio de Janeiro. The situation is particularly
“Synergos introduced this country to the notion of precarious for poor children and youth in these commu-
joining forces, a concept that is more and more impor- nities, who often find themselves marginalized, exploited
tant for us to deal with our most serious problems – pov- and endangered by life on the streets.
erty and inequality,” said Engel Aduan, former Secretary In Brazil and other developing countries around the

8 REPORT 2004 - 2005 THE SYNERGOS INSTITUTE 9


BRAZIL

“ Life in the favela taught me that the people


most affected by poverty are those with the
greatest determination to escape it.

–Peggy Dulany

W
hen Peggy Dulany accompanied a group of State for Social Assistance in Brazil and now with
of Global Philanthropists Circle members the Regional Dialogue Division at the Inter-American
from around the world on a learning vis- Development Bank.
it to Brazil in 2004, it was a particularly
meaningful homecoming for the found- LEARNING FROM THE EXPERIENCE OF BRAZIL
er of Synergos, who had lived and worked in a favela, or Partnership and collaboration were consistent themes in
squatter settlement, in Rio de Janeiro as a young woman. the Global Philanthropists Circle’s country visit to Brazil
Dulany’s early experience in Brazil marked the begin- in 2004. Such visits are among the many opportunities
ning of a long and close relationship between that country for learning, sharing and collaboration offered to mem-
and Synergos. “Life in the favela taught me that the people bers of the Circle, a network of leading donors who run
affected by poverty are those with the greatest determina- or support global initiatives that address issues of poverty
tion to escape it,” Dulany said. “What was missing was ac- and inequity. “Through these and other types of learning
cess to a network of others with the skills and resources to opportunities, Synergos provides a space for GPC mem-
help poor people make a better life for themselves.” bers to connect, reflect, exchange ideas and help each
These lessons from Brazil proved formative when other become more effective agents of change in their
Dulany went on to work for the New York City own parts of the world” said Jim Brasher, who served as
Partnership, an organization that promotes economic the Circle’s first director.
development and social change through public-private From the teeming favelas of Rio de Janeiro and São
collaboration. “I saw the possibility of bringing people Paulo to the lush but fragile ecosystem of the Amazon
together from different sectors and levels of society and rainforest, the ten-day country visit gave participants a
realized that this could happen in Brazil and other parts chance to observe the social and economic divides chal-
of the world, not just New York,” she said. “Synergos grew lenging Brazil and the diverse – and often ground breaking
out of that set of experiences.” –ways in which GPC members and other Synergos part-
Today, a variety of philanthropic partnerships seeded ners are addressing these barriers by fostering the practice

SEEDS OF
by Synergos in Brazil have begun to take root, creating a and culture of philanthropy.
fertile climate for positive social change. “Previously, the Despite the political and economic advances of the past

CHANGE
word ‘partnership’ wasn’t known in Brazil – each sector two decades, Brazil remains one of the most socio-eco-
had its own culture, its own role and its own priorities,” nomically divided societies in the world. Nearly a third of
said Wanda Engel Aduan, a leading advocate for children its 184 million citizens live in poverty, many in the over-
and youth in Brazil, and one of several Synergos board crowded and neglected favelas of Brazil’s two mega-cities,
members who took part in the 2004 learning visit. São Paulo and Rio de Janeiro. The situation is particularly
“Synergos introduced this country to the notion of precarious for poor children and youth in these commu-
joining forces, a concept that is more and more impor- nities, who often find themselves marginalized, exploited
tant for us to deal with our most serious problems – pov- and endangered by life on the streets.
erty and inequality,” said Engel Aduan, former Secretary In Brazil and other developing countries around the

8 REPORT 2004 - 2005 THE SYNERGOS INSTITUTE 9


world, Synergos works in a variety of creative ways to dation, yielding nearly $5 million in 2004, resulting in as- technical assistance.
BRAZIL
bridge such social and economic divides by bringing lead- sistance to 1.4 million people around Brazil. Intrigued by the emerging community foundation
ing philanthropic families together to deepen the impact Amoroso’s decision to acquire a production facility, Jari movement – which Synergos also pioneered in Ecuador
of their social investments; building and strengthening Cellulose, in the Amazon rainforest in 2000 represented and Mozambique – the group explored and ultimately ad-
bridging organizations such as community foundations; a major new undertaking, for the São Paulo-based Orsa opted the model with the aim of leveraging local resourc-
and brokering partnerships among philanthropists, gov- Group and the Foundation. Orsa’s new business commu- es and skills in a more systematic way to meet the needs
ernment, business and citizens to increase the flow of re- nity consists of 100,000 residents with a vast array of so- of Rio’s most vulnerable residents. Thanks to early sup-
sources and expertise to impoverished communities. cial needs, and stewardship of 1.6 million hectares of na- port from Synergos, the Ford Foundation, and the Avina
“Synergos tries to identify and support relationships that tive rainforest, the largest privately held reserve of native Foundation, Instituto Rio also has access to a growing in-
can be catalysts for wider change,” said William Bohnett, forest in the world. ternational network of connections and support for com-
a Synergos board member and partner in the internation- Undaunted, Amoroso views the Jari project as a unique munity foundations.
al law firm of Fulbright & Jaworski. Bohnett took part in laboratory for social change in a region still struggling Instituto Rio fulfills its mission both through grant-
the 2004 trip where he and the other participants had a with a past legacy of unsustainable business practices, en- making to local organizations and by providing skills and
chance to see the Global Philanthropists Circle and other vironmental degradation and social neglect. expertise to help them build capacity. It concentrates its
Synergos lines of work coming together in visits to strate- Guided by a recognition that his business is integrally work in the Zona Oeste, or West Zone of the city, where
gic philanthropic initiatives that are operating in some of linked to the continuing health of the people and the en- human development ratings are among the lowest in
Brazil’s most challenging settings. vironment of the Amazon rainforest, Amoroso is pursuing Brazil despite a growing commercial and industrial sector.
a multi-prong strategy that integrates sustainable harvest- For many living in the long-neglected neighborhoods of
A UNIQUE LABORATORY FOR CHANGE ing and production techniques; income-generation proj- the West Zone, the organizations supported by Instituto
IN THE AMAZON RAINFOREST ects for local residents in harmony with the native forest; Rio often make the difference between social exclusion
Among the philanthropic innovations that Synergos and comprehensive training and development services for and productive engagement.
SERGIO AMOROSO
When it comes to promoting a culture of local phi- local children and families. For Amoroso, his company’s In the community of Campo Grande, for example,
shares the
lanthropy, the dynamic members of Synergos’ Global role is to partner with the community in ways that extend which began as an illegal settlement of displaced persons, port for local organizations. Jordão’s action is “unusual in experience of the
Philanthropists Circle in Brazil are leading by example in its benefits to those closest to its operations, narrowing a volunteer organization called NEAC (Núcleo Especial Brazil, both for the size of the gift and the fact that it’s Orsa Foundation.
their own strategic social investment projects and collab- some of the social and economic divides that had been de Atenção à Criança) helped residents win rights to their an individual donation to a small, young organization’s en-
orations, all focused primarily on children and youth. created previously. land and today provides day care, after-school activities dowment fund,” said Candace Lessa, director of programs
The group learned about one key member’s effort when During their stay in Jari, trip participants toured Orsa’s and training for adolescents that complement the offer- for Synergos in Brazil and president of Instituto Rio’s
it traveled deep into the Amazon rainforest, where Circle state-of-the-art production facilities, hiked the rainforest ings of the formal education system. board. “It will leave a lasting legacy for Instituto Rio and
member Sergio Amoroso’s Jari project is providing a new together and met with children and families enrolled in Another West Zone organization, Casa de Santa Ana, the people of the West Zone.”
model of engagement in one of the richest – and most en- many of Orsa Foundation’s community projects. At the has transformed a care facility for low-income elderly
PEGGY DULANY
dangered – bioregions on earth. end of the four-day visit, participants met with Sergio into a haven for seniors and a hub for community in- A CRITICAL MASS FOR MOVING FORWARD IN BRAZIL
with children in São
Paulo who benefit CEO of Orsa Group, a leading producer in Brazil of cor- Amoroso and other leaders of Orsa Group to share les- volvement. Through activities such as dances, workouts The groundwork laid by Synergos and its partners in
from the work of rugated boxes and packaging papers, Amoroso created the sons learned and explore ways to connect the knowledge and cultural projects, older members of the community Brazil has opened important new channels of private phi-
Projeto Arrastão, Orsa Foundation in 1994, at an early stage of the corpo- gained to their own philanthropic projects. are given meaning and purpose, rather than being ware- lanthropy and created momentum for moving the social
a nonprofit
organization
rate social responsibility movement in Brazil. Today, the “It’s a picture worth a thousand words, seeing how good housed in asylums. agenda forward. As they seek out windows of opportu-
supported by the Foundation operates more than 60 programs nationwide these programs are on the ground,” said Synergos board Located in Cidade de Deus, or City of God – a neigh- nity to promote philanthropy and collaboration in Brazil,
Abrinq Foundation that provide an integrated array of training and develop- member William Bohnett. “It’s very beneficial for both borhood known more for the cycle of poverty, despair and the circle of impact continues to widen. “Synergos is
for the Rights of
ment for children and youth at risk. Orsa Group invests at the board and the GPC to see each other’s work and role crime depicted in the 2002 film of the same name – Casa starting to harvest the fruits of years of building bridges
Children, one of
Synergos’ partners least one percent of its gross annual revenues in the foun- in the field.” de Santa Ana creates a climate of mutual respect and in- and partnerships in Brazil and other parts of the world,”
in Brazil. For Marcos de Moraes, a successful technology entre- teraction between old and young. said GPC member and Synergos board member Marcos
preneur based in São Paulo who is both a GPC member de Moraes.
and Synergos board member, such opportunities for cross- BUILDING A TRADITION OF Following the successful GPC trip in 2004, for exam-
fertilization are rare and particularly valuable. He empha- PRIVATE GIVING IN BRAZIL ple, various ideas for collaboration among a wider group
sized the benefits of learning from each other’s distinct Instituto Rio has managed to overcome an array of chal- of Circle members interested in Brazil have emerged.
experiences, citing how it helps everyone think about how lenges to build support for its community-based ap- Increasingly, private donors in the country are stepping
to increase the effectiveness and impact of their own ef- proach to problem solving. These include difficulties in forward with innovative solutions to persistent societal
forts to address poverty issues. For me, he added, “inter- explaining a community foundation concept unfamiliar challenges, such as a landmark $10 million fund created
acting with the group is extremely important for stimulat- to many in Brazil; a tax system that provides few incen- by de Moraes to keep kids in São Paulo off the streets and
ing new and innovative ideas.” tives to stimulate private philanthropy; and the task of productively engaged.
building an endowment fund in a country that lacks a The list of emerging grantmaking foundations in Brazil
INSTITUTO RIO: A NEW MODEL tradition of private giving. continues to grow, supported by Synergos. Inspired by the
FOR COMMUNITY PHILANTHROPY “Historically, there has not been a strong concept of pri- example of Instituto Rio, efforts are also being made to
During the trip, the group also learned about a commu- vate philanthropy in Brazil,” said Geraldo Jordão Pereira, expand the community foundation model to other parts
nity-based model of giving when it visited with Instituto a major Brazilian publisher who serves on Instituto Rio’s of Brazil.
Rio, the country’s first community foundation, which board of directors. “Social problems are seen as the gov- “With all of our experience, we’re at a breakthrough
Synergos helped to launch and nurture. Instituto Rio ernment’s problems and no one feels responsible, but this point in this country,” said Candace Lessa, director of
grew out of a dialogue between Peggy Dulany and local is starting to change, particularly in the business sector.” Synergos’ programs in Brazil. “We’ve become increasingly
leaders concerned that even though diverse initiatives ex- Leading this change are donors such as Jordão, who involved with our partners and are gaining their trust. We
isted to promote social change in Rio de Janeiro, their recently gave a major gift to Instituto Rio to create an now have a critical mass for moving forward together, ac-
impact was limited by a lack of access to financing and endowment fund to provide sustainable, long-term sup- celerating this movement and giving it room to grow.” ■

10 REPORT 2004- 2005 THE SYNERGOS INSTITUTE 11


world, Synergos works in a variety of creative ways to dation, yielding nearly $5 million in 2004, resulting in as- technical assistance.
BRAZIL
bridge such social and economic divides by bringing lead- sistance to 1.4 million people around Brazil. Intrigued by the emerging community foundation
ing philanthropic families together to deepen the impact Amoroso’s decision to acquire a production facility, Jari movement – which Synergos also pioneered in Ecuador
of their social investments; building and strengthening Cellulose, in the Amazon rainforest in 2000 represented and Mozambique – the group explored and ultimately ad-
bridging organizations such as community foundations; a major new undertaking, for the São Paulo-based Orsa opted the model with the aim of leveraging local resourc-
and brokering partnerships among philanthropists, gov- Group and the Foundation. Orsa’s new business commu- es and skills in a more systematic way to meet the needs
ernment, business and citizens to increase the flow of re- nity consists of 100,000 residents with a vast array of so- of Rio’s most vulnerable residents. Thanks to early sup-
sources and expertise to impoverished communities. cial needs, and stewardship of 1.6 million hectares of na- port from Synergos, the Ford Foundation, and the Avina
“Synergos tries to identify and support relationships that tive rainforest, the largest privately held reserve of native Foundation, Instituto Rio also has access to a growing in-
can be catalysts for wider change,” said William Bohnett, forest in the world. ternational network of connections and support for com-
a Synergos board member and partner in the internation- Undaunted, Amoroso views the Jari project as a unique munity foundations.
al law firm of Fulbright & Jaworski. Bohnett took part in laboratory for social change in a region still struggling Instituto Rio fulfills its mission both through grant-
the 2004 trip where he and the other participants had a with a past legacy of unsustainable business practices, en- making to local organizations and by providing skills and
chance to see the Global Philanthropists Circle and other vironmental degradation and social neglect. expertise to help them build capacity. It concentrates its
Synergos lines of work coming together in visits to strate- Guided by a recognition that his business is integrally work in the Zona Oeste, or West Zone of the city, where
gic philanthropic initiatives that are operating in some of linked to the continuing health of the people and the en- human development ratings are among the lowest in
Brazil’s most challenging settings. vironment of the Amazon rainforest, Amoroso is pursuing Brazil despite a growing commercial and industrial sector.
a multi-prong strategy that integrates sustainable harvest- For many living in the long-neglected neighborhoods of
A UNIQUE LABORATORY FOR CHANGE ing and production techniques; income-generation proj- the West Zone, the organizations supported by Instituto
IN THE AMAZON RAINFOREST ects for local residents in harmony with the native forest; Rio often make the difference between social exclusion
Among the philanthropic innovations that Synergos and comprehensive training and development services for and productive engagement.
SERGIO AMOROSO
When it comes to promoting a culture of local phi- local children and families. For Amoroso, his company’s In the community of Campo Grande, for example,
shares the
lanthropy, the dynamic members of Synergos’ Global role is to partner with the community in ways that extend which began as an illegal settlement of displaced persons, port for local organizations. Jordão’s action is “unusual in experience of the
Philanthropists Circle in Brazil are leading by example in its benefits to those closest to its operations, narrowing a volunteer organization called NEAC (Núcleo Especial Brazil, both for the size of the gift and the fact that it’s Orsa Foundation.
their own strategic social investment projects and collab- some of the social and economic divides that had been de Atenção à Criança) helped residents win rights to their an individual donation to a small, young organization’s en-
orations, all focused primarily on children and youth. created previously. land and today provides day care, after-school activities dowment fund,” said Candace Lessa, director of programs
The group learned about one key member’s effort when During their stay in Jari, trip participants toured Orsa’s and training for adolescents that complement the offer- for Synergos in Brazil and president of Instituto Rio’s
it traveled deep into the Amazon rainforest, where Circle state-of-the-art production facilities, hiked the rainforest ings of the formal education system. board. “It will leave a lasting legacy for Instituto Rio and
member Sergio Amoroso’s Jari project is providing a new together and met with children and families enrolled in Another West Zone organization, Casa de Santa Ana, the people of the West Zone.”
model of engagement in one of the richest – and most en- many of Orsa Foundation’s community projects. At the has transformed a care facility for low-income elderly
PEGGY DULANY
dangered – bioregions on earth. end of the four-day visit, participants met with Sergio into a haven for seniors and a hub for community in- A CRITICAL MASS FOR MOVING FORWARD IN BRAZIL
with children in São
Paulo who benefit CEO of Orsa Group, a leading producer in Brazil of cor- Amoroso and other leaders of Orsa Group to share les- volvement. Through activities such as dances, workouts The groundwork laid by Synergos and its partners in
from the work of rugated boxes and packaging papers, Amoroso created the sons learned and explore ways to connect the knowledge and cultural projects, older members of the community Brazil has opened important new channels of private phi-
Projeto Arrastão, Orsa Foundation in 1994, at an early stage of the corpo- gained to their own philanthropic projects. are given meaning and purpose, rather than being ware- lanthropy and created momentum for moving the social
a nonprofit
organization
rate social responsibility movement in Brazil. Today, the “It’s a picture worth a thousand words, seeing how good housed in asylums. agenda forward. As they seek out windows of opportu-
supported by the Foundation operates more than 60 programs nationwide these programs are on the ground,” said Synergos board Located in Cidade de Deus, or City of God – a neigh- nity to promote philanthropy and collaboration in Brazil,
Abrinq Foundation that provide an integrated array of training and develop- member William Bohnett. “It’s very beneficial for both borhood known more for the cycle of poverty, despair and the circle of impact continues to widen. “Synergos is
for the Rights of
ment for children and youth at risk. Orsa Group invests at the board and the GPC to see each other’s work and role crime depicted in the 2002 film of the same name – Casa starting to harvest the fruits of years of building bridges
Children, one of
Synergos’ partners least one percent of its gross annual revenues in the foun- in the field.” de Santa Ana creates a climate of mutual respect and in- and partnerships in Brazil and other parts of the world,”
in Brazil. For Marcos de Moraes, a successful technology entre- teraction between old and young. said GPC member and Synergos board member Marcos
preneur based in São Paulo who is both a GPC member de Moraes.
and Synergos board member, such opportunities for cross- BUILDING A TRADITION OF Following the successful GPC trip in 2004, for exam-
fertilization are rare and particularly valuable. He empha- PRIVATE GIVING IN BRAZIL ple, various ideas for collaboration among a wider group
sized the benefits of learning from each other’s distinct Instituto Rio has managed to overcome an array of chal- of Circle members interested in Brazil have emerged.
experiences, citing how it helps everyone think about how lenges to build support for its community-based ap- Increasingly, private donors in the country are stepping
to increase the effectiveness and impact of their own ef- proach to problem solving. These include difficulties in forward with innovative solutions to persistent societal
forts to address poverty issues. For me, he added, “inter- explaining a community foundation concept unfamiliar challenges, such as a landmark $10 million fund created
acting with the group is extremely important for stimulat- to many in Brazil; a tax system that provides few incen- by de Moraes to keep kids in São Paulo off the streets and
ing new and innovative ideas.” tives to stimulate private philanthropy; and the task of productively engaged.
building an endowment fund in a country that lacks a The list of emerging grantmaking foundations in Brazil
INSTITUTO RIO: A NEW MODEL tradition of private giving. continues to grow, supported by Synergos. Inspired by the
FOR COMMUNITY PHILANTHROPY “Historically, there has not been a strong concept of pri- example of Instituto Rio, efforts are also being made to
During the trip, the group also learned about a commu- vate philanthropy in Brazil,” said Geraldo Jordão Pereira, expand the community foundation model to other parts
nity-based model of giving when it visited with Instituto a major Brazilian publisher who serves on Instituto Rio’s of Brazil.
Rio, the country’s first community foundation, which board of directors. “Social problems are seen as the gov- “With all of our experience, we’re at a breakthrough
Synergos helped to launch and nurture. Instituto Rio ernment’s problems and no one feels responsible, but this point in this country,” said Candace Lessa, director of
grew out of a dialogue between Peggy Dulany and local is starting to change, particularly in the business sector.” Synergos’ programs in Brazil. “We’ve become increasingly
leaders concerned that even though diverse initiatives ex- Leading this change are donors such as Jordão, who involved with our partners and are gaining their trust. We
isted to promote social change in Rio de Janeiro, their recently gave a major gift to Instituto Rio to create an now have a critical mass for moving forward together, ac-
impact was limited by a lack of access to financing and endowment fund to provide sustainable, long-term sup- celerating this movement and giving it room to grow.” ■

10 REPORT 2004- 2005 THE SYNERGOS INSTITUTE 11


PROGRAMS

MULTI-STAKEHOLDER

PART
NER
CATALYZING PARTNERSHIPS BETWEEN
GOVERNMENT, BUSINESS AND CIVIL SOCIETY
TO SOLVE COMPLEX CHALLENGES

W
ith so much abundance in the world, why are
800 million people malnourished? Why do
1.2 billion people live without safe drinking
water? Why can’t 30 million HIV-positive
people access treatment? Why does 20% of humanity
live in extreme poverty?
Given the vast human, technical, and financial resources
of our global community, why are lasting solutions to such
problems so elusive?
SHIPS act together
One key challenge is that these issues are simply too big • Unleash the leadership and commitment needed for
and complex for any one organization or sector to solve. sustained effort by connecting people to meaning and
Creating breakthroughs and taking to scale what works their highest purpose
will require collaboration: creatively combining the re- • Translate ideas into action on the ground by testing in-
sources of government, the market knowledge of corpora- novations and institutionalizing what works
tions, the social connection of civil society and the partici- • Build collaboration among key leaders and institu-
pation of communities. tions to enhance the successful implementation of
Yet such collaboration is neither easy nor commonplace. innovations.
Synergos, since its founding in 1986, has sought to build
trust, to include the excluded and to bring together key A DISTINCTIVE APPROACH
stakeholders to solve problems of poverty and inequity us- The Synergos Multi-Stakeholder Partnership program
ing collaborative methods. features four distinctive elements:
In 2005, building on years of experience in Asia, Whole Systems: Development approaches often sim-
Africa and Latin America, Synergos launched the plify poverty problems into parts more easily addressed by
PARTICIPANTS IN Multi-Stakeholder Partnerships program with Generon narrow, technical solutions. While important value can be
the launch of the
Partnership for Child Consulting. generated this way, such interventions leave the underly-
Nutrition in India use The Multi-Stakeholder Partnerships program catalyz- ing systems that create and reinforce problems untouched.
Lego bricks to create es partnerships between government, business and civil We take a broad view of development challenges, looking
models of the current
society to solve complex development challenges. By as- at issues in historical, economic, social and political con-
reality in that country
– a reality they are sembling partnerships that transcend traditional social text. We bring together influential actors from multiple
working to improve. boundaries and problem-solving methods, we approach vantage points to identify levers that can address issues at
development problems in a new way. their systemic root cause.
We are not authorities on any particular development Non-Prescription: We do not approach any project
issue. Instead, we: or development challenge with a pre-determined solu-
• Convene people and institutions with the resources, tion. Solving complex social problems requires a partici-
leverage and insight to collectively solve systemic patory and iterative process of discovery and testing, un-
problems at scale dertaken by people most closely connected to the issue
• Enable those people and institutions to “think” and being addressed.

12 REPORT 2004- 2005 THE SYNERGOS INSTITUTE 13


PROGRAMS

MULTI-STAKEHOLDER

PART
NER
CATALYZING PARTNERSHIPS BETWEEN
GOVERNMENT, BUSINESS AND CIVIL SOCIETY
TO SOLVE COMPLEX CHALLENGES

W
ith so much abundance in the world, why are
800 million people malnourished? Why do
1.2 billion people live without safe drinking
water? Why can’t 30 million HIV-positive
people access treatment? Why does 20% of humanity
live in extreme poverty?
Given the vast human, technical, and financial resources
of our global community, why are lasting solutions to such
problems so elusive?
SHIPS act together
One key challenge is that these issues are simply too big • Unleash the leadership and commitment needed for
and complex for any one organization or sector to solve. sustained effort by connecting people to meaning and
Creating breakthroughs and taking to scale what works their highest purpose
will require collaboration: creatively combining the re- • Translate ideas into action on the ground by testing in-
sources of government, the market knowledge of corpora- novations and institutionalizing what works
tions, the social connection of civil society and the partici- • Build collaboration among key leaders and institu-
pation of communities. tions to enhance the successful implementation of
Yet such collaboration is neither easy nor commonplace. innovations.
Synergos, since its founding in 1986, has sought to build
trust, to include the excluded and to bring together key A DISTINCTIVE APPROACH
stakeholders to solve problems of poverty and inequity us- The Synergos Multi-Stakeholder Partnership program
ing collaborative methods. features four distinctive elements:
In 2005, building on years of experience in Asia, Whole Systems: Development approaches often sim-
Africa and Latin America, Synergos launched the plify poverty problems into parts more easily addressed by
PARTICIPANTS IN Multi-Stakeholder Partnerships program with Generon narrow, technical solutions. While important value can be
the launch of the
Partnership for Child Consulting. generated this way, such interventions leave the underly-
Nutrition in India use The Multi-Stakeholder Partnerships program catalyz- ing systems that create and reinforce problems untouched.
Lego bricks to create es partnerships between government, business and civil We take a broad view of development challenges, looking
models of the current
society to solve complex development challenges. By as- at issues in historical, economic, social and political con-
reality in that country
– a reality they are sembling partnerships that transcend traditional social text. We bring together influential actors from multiple
working to improve. boundaries and problem-solving methods, we approach vantage points to identify levers that can address issues at
development problems in a new way. their systemic root cause.
We are not authorities on any particular development Non-Prescription: We do not approach any project
issue. Instead, we: or development challenge with a pre-determined solu-
• Convene people and institutions with the resources, tion. Solving complex social problems requires a partici-
leverage and insight to collectively solve systemic patory and iterative process of discovery and testing, un-
problems at scale dertaken by people most closely connected to the issue
• Enable those people and institutions to “think” and being addressed.

12 REPORT 2004- 2005 THE SYNERGOS INSTITUTE 13


Leadership Commitment: Social and organizational AN INNOVATIVE PROCESS iteratively design and test concepts, first as models then as
INDIA
transformation begins with personal change – adjusting To facilitate collaborative action on complex develop- on-the-ground field pilots. Pilots are rigorously evaluated
the perceptions, commitments, mind sets and intentions ment problems, the Multi-Stakeholder Partnerships use a and adapted for broader mainstream application.
of those who can influence the future. Although we ulti- new social process, the Change Laboratory, developed by
mately seek social change, our point of departure is the in- our partner, Generon Consulting, and the Massachusetts CORE CAPACITIES.
terior condition of the individual. We help connect leaders Institute of Technology. In helping stakeholders create Change Laboratories, we
to their own source of inspiration and provide experiences The Change Laboratory facilitates multi-sectoral learn- provide services such as:
that broaden their world view and readiness to act in true ing, relationship building and problem solving. Core ele- • Stakeholder Mapping – identifying the key insti-
collaboration. ments have been successfully applied in a wide range of tutions and individuals that can influence the issue(s)
and analyze the connectivity between these actors
Individuals, NGOs, corporations and government agencies • Partnership Building and Convening – bringing
together leading partners from government, business
each holding their own light, each believing they see the whole and civil society to provide resources, access and high-
picture and not trusting each other. New approaches are needed. level guidance, and then recruiting individual partici-
pants in the Change Laboratory (including those who
—Robert H. Dunn, President & CEO, Synergos are “part of the problem” and who need to be “part of
the solution”)
Sustainability: We seek solutions that can be repli- settings including post-conflict societies (Guatemala), • Facilitation – offering expert process facilitation for
cated and sustained at scale over time by focusing on four countries in democratic transition (South Africa), govern- each phase of the Change Laboratory
levels of sustainability: ment health systems (Germany) and multiple private sec- • Capacity and Institution Building – training oth-
• Individual: Supporting leaders to change attitudes and tor corporations. ers to replicate Change Laboratory work and strength-
behaviors, absorb new perceptions of work and self Change Laboratories convene teams of 30-40 senior en organizations which house the partnerships. A Generon staffperson with
children met during the Learning
and act upon new commitments. representatives from business, government and civil so- Journey for the Partnership for
• Relational: Facilitating long-term personal relation- ciety, who together possess the influence, knowledge and Child Nutrition in India.
ships among potential collaborators and creating net- ability to build breakthrough solutions to complex prob- CHANGE LABORATORY
works where existing relationships can deepen and lems. The team acts as a “strategic microcosm” of the larg-
new ones can form. er system affecting the issue. Separately each party repre- THE PARTNERSHIP FOR CHILD NUTRITION
• Organizational: Housing partnerships within institu- sents one key piece of the larger system, but collectively ACTION

C
tions capable of mobilizing resources, accessing deci- the team approximates the system itself. hild malnutrition and related child malnutrition rates, aiming to
OBSERVATION diseases account for more than helping 250,000 malnourished children.
sion makers and replicating results. The Change Laboratory Team participates in a struc-
50% of child deaths worldwide. Lessons learned in Maharashtra will be
• Systemic: Designing solutions to complex social problems tured series of activities over several months.
PLANNING OF This problem is particularly severe in adapted to other Indian states.
that use market forces, involve policy or other govern- Change Laboratories have three phases:
possible initiatives India, home to more than one third of A diverse group of Indian
created by participants ment commitments, and enjoy broad citizen support. 1) Observe: The Change Laboratory Team immerses the world’s malnourished children.
itself in the problem, taking “Learning Journeys” into the organizations has joined the initiative,
in a Change Lab Some 200 million Indian children are
field to better understand the issue. They meet communi- including respected consumer products
malnourished. Last year, malnutrition
and financial services companies
ties affected by the problem and sometimes perform com- contributed to seven million Indian
Hindustan Lever, ICICI Bank, HDFC
munity service as a learning tool. The Team also spends children’s deaths, nearly two million
Bank and Tata Industries; well-known
significant time as a collective to deepen awareness of the before age one.
nonprofit organizations such as Self-
problem system and to appreciate the diversity of per- Despite enormous social, economic
and technological advances since Employed Women’s Association, CARE-
spectives represented within the Team itself. During these
independence, India continues to suffer India and Friends of the Poor; and
experiences, the Team develops an iterative series of joint
from extreme poverty and preventable key government agencies such as the
“problem statements” and “solution concepts” that repre- REFLECTION
diseases, including child malnutrition. Mother-Child Health & Nutrition Mission
sent the group’s collective thinking.
A shared vision of a world free of Maharashtra and the Department
2) Reflect: The Team sets aside “what is” and dreams of Women and Child Development
from childhood malnutrition inspired
of “what could be.” They are guided in seeing more clearly (Maharashtra).
Unilever, one of the world’s largest food
the whole system and their roles in it, in accessing their PARTNERSHIPS UNDERWAY Participating organizations are
companies, UNICEF and Synergos, to
sources of commitment and inspiration, in perceiving with Partnerships being created include the Partnership for committing financial resources, staff
form the Partnership for Child Nutrition.
greater clarity what they are being called to do. Reflection Child Nutrition described on page XX and a Sustainable time, expertise and input from senior
The Partnership aims to dramatically
is facilitated through an innovation retreat, centered on a Food Laboratory, supported by the W.K. Kellogg reduce worldwide child malnutrition, executives to this effort.
multi-day solo nature experience that enables individuals Foundation and other donors, in which leaders from busi- starting in India. The Indian organizations participating
to tap inner insights and to sense emerging futures. nesses, governments, farm groups and non-governmental The Partnership’s goal is to reduce in the partnership are using the Change
3) Act: As the Team emerges from the reflection phase, organizations are striving to make food systems more Indian child malnutrition by 50% within Lab process to develop high-leverage
they begin a series of design workshops to distill possibili- economically, environmentally, and socially sustainable ten years, with a focus on women efforts that use local strengths and
ties for joint action. They answer the question, “What can – in other words, profitable and affordable, in balance of child-bearing age, pregnant and opportunities, while breaking through
we, the people on this team, actually do to shift the system with nature and good for both producer and consumer lactating women and children younger barriers to collective action. They are
creating the problem?” The objective is to translate the communities. Synergos is working with local and inter- than three. Partnership activities will creating a national trust, the Bhavishya
creativity, insights, and commitments emerging from the national partners to explore the creation of other part- start in Maharashtra, India’s second Alliance, to provide the long-term
observation and reflection periods into on-the-ground ac- nerships around issues including improving the lives of most populous state with 96 million financial support, leadership and human
tion, not just to proclaim good ideas for others to imple- the Aboriginal communities in Canada, and addressing inhabitants. Activities are initially capacity required to achieve national
ment. Teams coalesce around activity clusters and work to HIV/AIDS in Southern Africa. ■ focusing in five districts with the highest impact. ■

14 REPORT 2004- 2005 THE SYNERGOS INSTITUTE 15


iteratively design and test concepts, first as models then as
INDIA
on-the-ground field pilots. Pilots are rigorously evaluated
and adapted for broader mainstream application.

CORE CAPACITIES.
In helping stakeholders create Change Laboratories, we
provide services such as:
• Stakeholder Mapping – identifying the key insti-
tutions and individuals that can influence the issue(s)
and analyze the connectivity between these actors
• Partnership Building and Convening – bringing
together leading partners from government, business
and civil society to provide resources, access and high-
level guidance, and then recruiting individual partici-
pants in the Change Laboratory (including those who
are “part of the problem” and who need to be “part of
the solution”)
• Facilitation – offering expert process facilitation for
each phase of the Change Laboratory
• Capacity and Institution Building – training oth-
ers to replicate Change Laboratory work and strength-
en organizations which house the partnerships. A Generon staffperson with
children met during the Learning
Journey for the Partnership for
Child Nutrition in India.
CHANGE LABORATORY
THE PARTNERSHIP FOR CHILD NUTRITION
ACTION

C
hild malnutrition and related child malnutrition rates, aiming to
OBSERVATION diseases account for more than helping 250,000 malnourished children.
50% of child deaths worldwide. Lessons learned in Maharashtra will be
This problem is particularly severe in adapted to other Indian states.
India, home to more than one third of A diverse group of Indian
the world’s malnourished children. organizations has joined the initiative,
Some 200 million Indian children are including respected consumer products
malnourished. Last year, malnutrition
and financial services companies
contributed to seven million Indian
Hindustan Lever, ICICI Bank, HDFC
children’s deaths, nearly two million
Bank and Tata Industries; well-known
before age one.
nonprofit organizations such as Self-
Despite enormous social, economic
and technological advances since Employed Women’s Association, CARE-
independence, India continues to suffer India and Friends of the Poor; and
from extreme poverty and preventable key government agencies such as the
REFLECTION
diseases, including child malnutrition. Mother-Child Health & Nutrition Mission
A shared vision of a world free of Maharashtra and the Department
from childhood malnutrition inspired of Women and Child Development
Unilever, one of the world’s largest food (Maharashtra).
PARTNERSHIPS UNDERWAY Participating organizations are
companies, UNICEF and Synergos, to
Partnerships being created include the Partnership for committing financial resources, staff
form the Partnership for Child Nutrition.
Child Nutrition described at right and a Sustainable Food time, expertise and input from senior
The Partnership aims to dramatically
Laboratory, supported by the W.K. Kellogg Foundation reduce worldwide child malnutrition, executives to this effort.
and other donors, in which leaders from businesses, gov- starting in India. The Indian organizations participating
ernments, farm groups and non-governmental organiza- The Partnership’s goal is to reduce in the partnership are using the Change
tions are striving to make food systems more economi- Indian child malnutrition by 50% within Lab process to develop high-leverage
cally, environmentally, and socially sustainable – in other ten years, with a focus on women efforts that use local strengths and
words, profitable and affordable, in balance with nature of child-bearing age, pregnant and opportunities, while breaking through
and good for both producer and consumer communities. lactating women and children younger barriers to collective action. They are
Synergos is working with local and international partners than three. Partnership activities will creating a national trust, the Bhavishya
to explore the creation of other partnerships around is- start in Maharashtra, India’s second Alliance, to provide the long-term
sues including improving the lives of the Aboriginal most populous state with 96 million financial support, leadership and human
communities in Canada, and addressing HIV/AIDS in inhabitants. Activities are initially capacity required to achieve national
Southern Africa. ■ focusing in five districts with the highest impact. ■

THE SYNERGOS INSTITUTE 15


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16 REPORT 2004- 2005 THE SYNERGOS INSTITUTE 17


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16 REPORT 2004- 2005 THE SYNERGOS INSTITUTE 17


US-MEXICO BORDER

A DREAM BECOMES REALITY The US-Mexico Border


Philanthropy Partnership

T
he border between the US and Mexico spans 2,000
miles and is home to more than 10 million people.
Border communities struggle with a multitude of
social and economic issues – inadequate social services
and infrastructure, low wages, high unemployment and
environmental crises. Cities on the Mexican side are
overwhelmed by demands for basic health, housing and
public services. Counties in the US have some of the
highest poverty rates in the nation.
The US-Mexico Border Philanthropy Partnership (BPP)
was born in 2001, seeded with $3 million in funds from the
Ford Foundation. At its core was a dream – to create a
partnership of funders who shared a commitment to sup-
porting community philanthropy along the border.
Synergos was involved in the process from the onset,
conducting the feasibility study that helped to identify
foundations on both sides of the border that were play-
ing or had the capacity to play critical roles in commu-
nity development. These foundations – 14 US and seven
Mexican – were to become partners with nine founding
foundations in a governing system where each partner had
an equal voice, working together to create a program that
met the needs of diverse border communities.
The 21 BPP community foundations span two countries,
numerous states (four in the US and six in Mexico), rural
and urban constituencies and organizations with differ-
ent levels of financial assets – some with rich endowments
(as much as $450 million) and others with no financial as-
sets at all. Today the BPP comprises 22 border commu-
nity foundations and 12 regional, national or international
foundations.
During Phase I, Synergos worked with its funding part-
ners, encouraging new and established community foun-
dations to grow and pursue new avenues of development.
Its involvement in the BPP is characteristic of the organi-
zation’s involvement in systemic foundation-building that
strengthens bridging organizations – organizations that
build connections among different parts of society.
“The process has had its challenges,” says Shari
Turitz, Director of Synergos’ Strengthening Bridging
Organizations program. “But the partnership has seen
some remarkable results in just a three-year period.”
MEETING THROUGH
a fence that divides PHASE I SUCCESSES
the US and Mexico The original concept was to create an individualized

18 REPORT 2004- 2005 THE SYNERGOS INSTITUTE 19


US-ME X I C O B O R D E R

REALITY The US-Mexico Border


Philanthropy Partnership

T
he border between the US and Mexico spans 2,000
miles and is home to more than 10 million people.
Border communities struggle with a multitude of
social and economic issues – inadequate social services
and infrastructure, low wages, high unemployment and
environmental crises. Cities on the Mexican side are
overwhelmed by demands for basic health, housing and
public services. Counties in the US have some of the
highest poverty rates in the nation.
The US-Mexico Border Philanthropy Partnership (BPP)
was born in 2001, seeded with $3 million in funds from the
Ford Foundation. At its core was a dream – to create a
partnership of funders who shared a commitment to sup-
porting community philanthropy along the border.
Synergos was involved in the process from the onset,
conducting the feasibility study that helped to identify
foundations on both sides of the border that were play-
ing or had the capacity to play critical roles in commu-
nity development. These foundations – 14 US and seven
Mexican – were to become partners with nine founding
foundations in a governing system where each partner had
an equal voice, working together to create a program that
met the needs of diverse border communities.
The BPP community foundations span two countries,
numerous states (four in the US and six in Mexico), rural
and urban constituencies and organizations with differ-
ent levels of financial assets – some with rich endowments
(as much as $450 million) and others with no financial as-
sets at all. Today the BPP comprises 22 border commu-
nity foundations and 12 regional, national or international
foundations.
During Phase I, Synergos worked with its funding part-
ners, encouraging new and established community foun-
dations to grow and pursue new avenues of development.
Its involvement in the BPP is characteristic of the organi-
zation’s involvement in systemic foundation-building that
strengthens bridging organizations – organizations that
build connections among different parts of society.
“The process has had its challenges,” says Shari
Turitz, Director of Synergos’ Strengthening Bridging
Organizations program. “But the partnership has seen
some remarkable results in just a three-year period.”

PHASE I SUCCESSES
The original concept was to create an individualized

THE SYNERGOS INSTITUTE 19


THE DREAM BECOMES A REALITY adults and seniors. The survey report, published in October • A rural municipality wanted playground equipment for
In Arizona: Family Asset Building & Diversity in 2004, identified four major issue areas: connectivity and a local park. Residents went in and cleaned the park
Yuma; Intergenerational Assessment in Douglas resources, volunteers and mentoring, jobs and community up, then asked for the playground equipment, which
The Arizona Community Foundation (ACF) has been the development and lifelong learning. During the survey, 14 FIC funded.
leader in a campaign to increase family wealth through young people, under the tutelage of a filmmaker, filmed • When social workers were canvassing women about po-
savings – family asset building. In conjunction with The the interviews with seniors, as well as footage of the com- tential projects, they were approached by a youth about
Annie E. Casey Foundation’s National Tax Assistance for munity. Their final product is available on DVD. 13 or 14. He told them he wanted to do a project to pre-
Working Family Campaign to have the Earned Income In Tijuana: Changing the Culture of Giving; vent family violence, which FIC funded. Today, young
Tax Credit benefit low-income families, ACF set up tax Promoting Institutional Philanthropy people are helping other kids be safe in their homes.
assistance offices in Yuma, Douglas, Nogales and South The culture of giving is very different in Mexico than it is “IAF was impressed with FIC’s ability to capture com-
Tucson. Twenty-eight volunteers spent more than 1,000 in the US. “Mexicans are very generous,” says Antonieta munity-based granting and systematize,” said Kelley. “As a
hours working with 289 families and individuals prepar- Beguerisse de Beltrán, Director General of Fundación result, we will be funding travel grants for three other com-
ing their taxes. This generated $173,042 in earned income Internacional de la Comunidad (FIC). “But they are not munity foundations to go to Tijuana for two days in April
tax credits and $291,532 in income tax refunds. organized to give. They give based on what they think 2005 to learn how it’s done.”
The next step was to educate families in fiscal manage- others need rather than asking what they do need. There’s FIC has also improved its internal operations. Its first
ment, trying to get people who do not have bank accounts no process.” board of directors had 22 members, many of whom nev-
into the system. An ACF affiliate, the Yuma Community FIC’s mission has been to build organized philanthro- er came to meetings. Through board development, there
GIRL AT A TIJUANA Foundation (YCF), encouraged tax refund recipients to de- py and an endowment for the organization. Part of its were 15 active members in 2005, meeting bi-monthly. Each
school for the approach for each community foundation. How could posit at least a portion of their refund into an IDA – indi- work is educational – informing donors and businessmen received action assignments and, every week, a small group
deaf and hearing-
impaired supported Partnership members improve and enhance their border vidual development account. YCF and its partner, Catholic about the benefits of giving in an organized way through meets with Galicot and Beguerisse to assess progress.
by the International involvement? For established programs, the goal was to Community Service of Arizona, have IDAs that focus on a fund organized by FIC. Board president José Galicot, a
Community
Foundation. increase activities and impact. For new organizations, affordable housing. Any money invested into the IDA is businessman committed to changing Tijuana’s image, has THE NEXT PHASE
BPP needed to start from scratch. matched one-to-one (or more). At the same time, account opened an individual fund at FIC. FIC is also trying to Phase I of the Border Philanthropy Project ended in 2005.
In the course of this work, thirteen established founda- owners must save $20/month as a sign of good faith. build a group of volunteers, teaching them about commu- Most of the original funders, as well as JPMorgan Chase
tions increased their programmatic and administrative ca- YCF is working with Fannie Mae to make home pur- nity responsibility and commitment. and Pfizer have agreed to continue their support in Phase
pacities. Six start-up border community foundations pro- chase more affordable. The Catholic Community Service Marcy G. Kelley, Deputy Vice President/Programs of II, which will run until 2008.
gressed beyond the “idea” stage, coached by Synergos staff, program counted 67 new IDAs in 2004. the Inter-American Foundation (IAF) agrees. IAF is a This second phase will take the project to the next level,
who helped them to put into action what they learned at As already established foundations, ACF and its Yuma BPP funder. “The challenge is how you’re perceived,” building on the substantial base created during the project’s
workshops. BPP partners have diversified their leadership and Douglas affiliates were operational when the BPP was she says. “How do you define and empower a community first phase. BPP will continue to follow the tailor-made ap-
to represent the communities they serve, taken on issues created. Yet, staffing and board makeup were not truly re- that hasn’t had a voice? It’s also important not to just give proach to community foundation development and con-
beyond their original agendas and mobilized a broader flective of the communities they served. Linetta Gilbert, people money, but encourage them to invest something of solidation. Organizations in the start up and growth stages
range of community assets. Ford Foundation Program Officer, recommended that the themselves.” will work on organization development, focusing on Board
New programs were launched in community health, issue be faced head on. ACF hired community members IAF provided FIC with technical assistance in develop- and fund development. Established foundations (and some
housing, environmental justice and poverty alleviation as fellows – Maria Quezada in Yuma and Del Cabarga in ing ways to review sub-grantees, especially programs. “FIC that are in the growth stage) will hone in on issues key to
through family asset building. In Mexico, where insti- Douglas. Gilbert applauds this move. “They’re known in is funding informal community groups, giving money to or- improving quality of life for low-income border families.
tutionalized community philanthropy is a new concept, the community,” she says, “and are much more involved ganizations that don’t have bank accounts,” says Kelley. Special emphasis will be put on corporate outreach and ad-
foundations made significant progress. with the people being served. They can network easier be- Three projects reflected this approach: vocacy (creating a tool kit for best practices), health, youth
Achievements include: cause they already have relationships – providing a better • Mixtec Indians migrate to the border from the south, and family asset building.
• Mobilizing local resources through creation of donor- sense of what the community wants.” living in makeshift housing without electricity. They “We’re very excited about the future,” says Synergos’
advised pass-through funds Maria Quezada became the Yuma fellow in 2003. “I feel needed a tuba for their traditional band, so they could Turitz. “We’ve seen incredible accomplishments but still
• Educating donors about the benefits of the philan- I’ve helped contribute a link to the community,” she says. perform around Tijuana and earn money to support have work to do. Community foundation building is a long-
thropy and the importance of giving as key to the non- “It was hard for community members to accept an Anglo themselves. FIC paid for the tuba. term project. There’s still plenty of work to be done.” ■
profit sector coming in and telling them what to do. They were more
• Determining community assets – an important first accepting of a Latina, who spoke their language and could
step in moving grantmaking from donor-driven to relate to them. They feel the foundation is reaching out to
Border Community Foundations Funders
community-driven them.” Maria has attended training in resource develop-
Arizona Community Foundation
• Helping develop the nonprofit sector by identifying ment in San Diego and a facilitator-training workshop in Fundación Internacional de la Comunidad A.C. Annie E. Casey Foundation

and connecting nonprofit organizations and local do- Douglas. Currently studying for her masters, she says, “I The Brownsville Community Foundation Fundación Comunitaria de Matamoros A.C. Charles Stewart Mott Foundation
nors, as well as providing capacity-building services have grown personally and professionally and developed Cochise Community Foundation Fundación del Empresariado Sonorense A.C. Ford Foundation
and seminars. skills in both areas. I learned to care for my community.” Community Foundation for Southern Arizona Fundación Comunitaria de Tecate A.C. Fundación Gonzalo Río Arronte
There were financial successes as well. The internation- Yuma also reevaluated its board. None of its 12 board Community Foundation of Southern International Community Foundation Houston Endowment
al, national and regional founding funders have mobilized members were Hispanic. YCF undertook a board assess- New Mexico
$15 million for the BPP and its community foundations. ment. By 2005 the board had expanded to 16 seats with Mascareñas Foundation Inter-American Foundation
El Paso Community Foundation
At the same time, participating foundations raised an esti- eight diverse members, of which seven are Latino. “YCF’s New Mexico Community Foundation JPMorgan Chase
Frontera Women’s Foundation
mated $3 million in local funds. board has been a catalyst for frank community discussion The San Diego Foundation The McCune Charitable Foundation
The partners grew together, creating a funder/commu- on diversity,” says Gilbert. Fundación del Empresariado Chihuahuense A.C.
Santa Cruz Community Foundation Meadows Foundation
nity foundation governance system that has gone beyond The Douglas Community Foundation also connected - Cd. Juárez
Laredo Area Community Foundation Pfizer Inc
the planning stage into actual operation. Partners learned with the community, which is 86% Hispanic. ACF funded Fundación del Empresariado Chihuahuense A.C.
from each other through BPP cross-border “Learning an intergenerational survey to determine issues of impor- - Ojinaga Texas Valley Communities Foundation W.K. Kellogg Foundation
Communities” and peer exchanges. tance to local residents. Those surveyed included youth, Fundación Comunitaria de la Frontera Norte A.C. Yuma Community Foundation The William and Flora Hewlett Foundation

20 REPORT 2004- 2005 THE SYNERGOS INSTITUTE 21


THE DREAM BECOMES A REALITY adults and seniors. The survey report, published in October • A rural municipality wanted playground equipment for
In Arizona: Family Asset Building & Diversity in 2004, identified four major issue areas: connectivity and a local park. Residents went in and cleaned the park
Yuma; Intergenerational Assessment in Douglas resources, volunteers and mentoring, jobs and community up, then asked for the playground equipment, which
The Arizona Community Foundation (ACF) has been the development and lifelong learning. During the survey, 14 FIC funded.
leader in a campaign to increase family wealth through young people, under the tutelage of a filmmaker, filmed • When social workers were canvassing women about po-
savings – family asset building. In conjunction with The the interviews with seniors, as well as footage of the com- tential projects, they were approached by a youth about
Annie E. Casey Foundation’s National Tax Assistance for munity. Their final product is available on DVD. 13 or 14. He told them he wanted to do a project to pre-
Working Family Campaign to have the Earned Income In Tijuana: Changing the Culture of Giving; vent family violence, which FIC funded. Today, young
Tax Credit benefit low-income families, ACF set up tax Promoting Institutional Philanthropy people are helping other kids be safe in their homes.
assistance offices in Yuma, Douglas, Nogales and South The culture of giving is very different in Mexico than it is “IAF was impressed with FIC’s ability to capture com-
Tucson. Twenty-eight volunteers spent more than 1,000 in the US. “Mexicans are very generous,” says Antonieta munity-based granting and systematize,” said Kelley. “As a
hours working with 289 families and individuals prepar- Beguerisse de Beltrán, Director General of Fundación result, we will be funding travel grants for three other com-
ing their taxes. This generated $173,042 in earned income Internacional de la Comunidad (FIC). “But they are not munity foundations to go to Tijuana for two days in April
tax credits and $291,532 in income tax refunds. organized to give. They give based on what they think 2005 to learn how it’s done.”
The next step was to educate families in fiscal manage- others need rather than asking what they do need. There’s FIC has also improved its internal operations. Its first
ment, trying to get people who do not have bank accounts no process.” board of directors had 22 members, many of whom nev-
into the system. An ACF affiliate, the Yuma Community FIC’s mission has been to build organized philanthro- er came to meetings. Through board development, there
GIRL AT A TIJUANA Foundation (YCF), encouraged tax refund recipients to de- py and an endowment for the organization. Part of its were 15 active members in 2005, meeting bi-monthly. Each
school for the approach for each community foundation. How could posit at least a portion of their refund into an IDA – indi- work is educational – informing donors and businessmen received action assignments and, every week, a small group
deaf and hearing-
impaired supported Partnership members improve and enhance their border vidual development account. YCF and its partner, Catholic about the benefits of giving in an organized way through meets with Galicot and Beguerisse to assess progress.
by the International involvement? For established programs, the goal was to Community Service of Arizona, have IDAs that focus on a fund organized by FIC. Board president José Galicot, a
Community
Foundation. increase activities and impact. For new organizations, affordable housing. Any money invested into the IDA is businessman committed to changing Tijuana’s image, has THE NEXT PHASE
BPP needed to start from scratch. matched one-to-one (or more). At the same time, account opened an individual fund at FIC. FIC is also trying to Phase I of the Border Philanthropy Project ended in 2005.
In the course of this work, thirteen established founda- owners must save $20/month as a sign of good faith. build a group of volunteers, teaching them about commu- Most of the original funders, as well as JPMorgan Chase
tions increased their programmatic and administrative ca- YCF is working with Fannie Mae to make home pur- nity responsibility and commitment. and Pfizer have agreed to continue their support in Phase
pacities. Six start-up border community foundations pro- chase more affordable. The Catholic Community Service Marcy G. Kelley, Deputy Vice President/Programs of II, which will run until 2008.
gressed beyond the “idea” stage, coached by Synergos staff, program counted 67 new IDAs in 2004. the Inter-American Foundation (IAF) agrees. IAF is a This second phase will take the project to the next level,
who helped them to put into action what they learned at As already established foundations, ACF and its Yuma BPP funder. “The challenge is how you’re perceived,” building on the substantial base created during the project’s
workshops. BPP partners have diversified their leadership and Douglas affiliates were operational when the BPP was she says. “How do you define and empower a community first phase. BPP will continue to follow the tailor-made ap-
to represent the communities they serve, taken on issues created. Yet, staffing and board makeup were not truly re- that hasn’t had a voice? It’s also important not to just give proach to community foundation development and con-
beyond their original agendas and mobilized a broader flective of the communities they served. Linetta Gilbert, people money, but encourage them to invest something of solidation. Organizations in the start up and growth stages
range of community assets. Ford Foundation Program Officer, recommended that the themselves.” will work on organization development, focusing on Board
New programs were launched in community health, issue be faced head on. ACF hired community members IAF provided FIC with technical assistance in develop- and fund development. Established foundations (and some
housing, environmental justice and poverty alleviation as fellows – Maria Quezada in Yuma and Del Cabarga in ing ways to review sub-grantees, especially programs. “FIC that are in the growth stage) will hone in on issues key to
through family asset building. In Mexico, where insti- Douglas. Gilbert applauds this move. “They’re known in is funding informal community groups, giving money to or- improving quality of life for low-income border families.
tutionalized community philanthropy is a new concept, the community,” she says, “and are much more involved ganizations that don’t have bank accounts,” says Kelley. Special emphasis will be put on corporate outreach and ad-
foundations made significant progress. with the people being served. They can network easier be- Three projects reflected this approach: vocacy (creating a tool kit for best practices), health, youth
Achievements include: cause they already have relationships – providing a better • Mixtec Indians migrate to the border from the south, and family asset building.
• Mobilizing local resources through creation of donor- sense of what the community wants.” living in makeshift housing without electricity. They “We’re very excited about the future,” says Synergos’
advised pass-through funds Maria Quezada became the Yuma fellow in 2003. “I feel needed a tuba for their traditional band, so they could Turitz. “We’ve seen incredible accomplishments but still
• Educating donors about the benefits of the philan- I’ve helped contribute a link to the community,” she says. perform around Tijuana and earn money to support have work to do. Community foundation building is a long-
thropy and the importance of giving as key to the non- “It was hard for community members to accept an Anglo themselves. FIC paid for the tuba. term project. There’s still plenty of work to be done.” ■
profit sector coming in and telling them what to do. They were more
• Determining community assets – an important first accepting of a Latina, who spoke their language and could
step in moving grantmaking from donor-driven to relate to them. They feel the foundation is reaching out to
Border Community Foundations Funders
community-driven them.” Maria has attended training in resource develop-
Arizona Community Foundation
• Helping develop the nonprofit sector by identifying ment in San Diego and a facilitator-training workshop in Fundación Internacional de la Comunidad A.C. Annie E. Casey Foundation

and connecting nonprofit organizations and local do- Douglas. Currently studying for her masters, she says, “I The Brownsville Community Foundation Fundación Comunitaria de Matamoros A.C. Charles Stewart Mott Foundation
nors, as well as providing capacity-building services have grown personally and professionally and developed Cochise Community Foundation Fundación del Empresariado Sonorense A.C. Ford Foundation
and seminars. skills in both areas. I learned to care for my community.” Community Foundation for Southern Arizona Fundación Comunitaria de Tecate A.C. Fundación Gonzalo Río Arronte
There were financial successes as well. The internation- Yuma also reevaluated its board. None of its 12 board Community Foundation of Southern International Community Foundation Houston Endowment
al, national and regional founding funders have mobilized members were Hispanic. YCF undertook a board assess- New Mexico
$15 million for the BPP and its community foundations. ment. By 2005 the board had expanded to 16 seats with Mascareñas Foundation Inter-American Foundation
El Paso Community Foundation
At the same time, participating foundations raised an esti- eight diverse members, of which seven are Latino. “YCF’s New Mexico Community Foundation JPMorgan Chase
Frontera Women’s Foundation
mated $3 million in local funds. board has been a catalyst for frank community discussion The San Diego Foundation The McCune Charitable Foundation
The partners grew together, creating a funder/commu- on diversity,” says Gilbert. Fundación del Empresariado Chihuahuense A.C.
Santa Cruz Community Foundation Meadows Foundation
nity foundation governance system that has gone beyond The Douglas Community Foundation also connected - Cd. Juárez
Laredo Area Community Foundation Pfizer Inc
the planning stage into actual operation. Partners learned with the community, which is 86% Hispanic. ACF funded Fundación del Empresariado Chihuahuense A.C.
from each other through BPP cross-border “Learning an intergenerational survey to determine issues of impor- - Ojinaga Texas Valley Communities Foundation W.K. Kellogg Foundation
Communities” and peer exchanges. tance to local residents. Those surveyed included youth, Fundación Comunitaria de la Frontera Norte A.C. Yuma Community Foundation The William and Flora Hewlett Foundation

20 REPORT 2004- 2005 THE SYNERGOS INSTITUTE 21


SY NERGOS BOARD OF DIR E CTO R S STAFF
Listed are members who served during the period of this report (2004-2005) or later, up to October 2006. Listed are staff who served during the period of this report (2004-2005) or later, up to October 2006.

Robert H. Dunn President & CEO


Wanda Engel Aduan Nadine B. Hack S. Bruce Schearer President (to 11/05)
Regional Dialogue Division President STRENGTHENING BRIDGING ORGANIZATIONS
Inter-American Development Bank beCause Global Consulting Shari Turitz Director
Natasha Amott Regional Program Officer, Southeast Asia (to 12/04)
Hylton Appelbaum Brian Henderson Jaqueline Castro-Fuentes Assistant, Country Operations & Global Program Services (to 04/05)
Christiana DeBenedict Program Coordinator, US-Mexico Border Philanthropy Partnership
Executive Trustee Chairman, Global Public Sector Client Group Hilda Gertze Assistant to the Regional Director, Southern Africa
Liberty Life Foundation Merrill Lynch Judy Harper Director, US-Mexico Border Philanthropy Partnership (to 2/06)
Michelle Jaramillo Program Officer, US-Mexico Border Philanthropy Partnership
Valentin von Arnim (to 2005) Nilufar Hossain (to 2006) Candace A. Lessa Country Director, Brazil
Corporate Treasury Katia Massa Program Assistant, Brazil
Anjana Pandey Program Officer, Senior Fellows Program (to 10/05)
Goldman Sachs H. Peter Karoff Cristina Parnetti Senior Program Officer, Latin America
Chairman and Founder Andrea J. Rogers Regional Program Officer, Southern Africa
Edward Bergman Azeen Salimi Program Officer
The Philanthropic Initiative, Inc. Rowena Sison Program Assistant
Co-Founder and Executive Director
Barry Smith Regional Director, Southern Africa
Miracle Corners of the World Uday Khemka Shannon St. John Senior Advisor
Partner and Director Ann Tartre Director, US-Mexico Border Philanthropy Partnership
William Bohnett (Deputy Director, Strengthening Bridging Organizations to 9/06)
SUN Group of Companies Philip Walsh Senior Program Officer, Latin America (to 9/04)
Partner
Silvia Siller Senior Program Officer, US-Mexico Border Philanthropy Partnership (to 08/ 04)
Fulbright & Jaworski LLP Maria Elena Lagomasino Javier Valdés Program Officer, Latin America (to 08/05)
Chief Executive Officer Maria Gisela Velasco Regional Director for Southeast Asia (to 12/04)
Emmett Carson (to 2006)
CEO Asset Management Advisors, LLC GLOBAL PHILANTHROPISTS CIRCLE
James M. Brasher III Founding Director (to 07/06)
The Minneapolis Foundation Cornelio Marchán Beth H. Cohen Acting Director (Associate Director to 07/06)
Daniel Domagala Program Coordinator
Alan Detheridge Executive President Melissa Durda Senior Program Officer
Esquel Foundation - Ecuador Ann Graham Manager, Strategic Planning
Vice President, External Affairs, Exploration & Production Helen Knapp Senior Program Officer
Shell International Limited
Marcos Augusto de Moraes MULTI-STAKEHOLDER PARTNERSHIPS
Lance Dublin (to 2006) Chairman John Heller Co-Director (Deputy Director, Country Operations & Global Program Services to 10/05)
David Winder Co-Director (Director, Country Operations & Global Program Services to 10/05)
President and CEO Sagatiba S/A Chong-Lim Lee Program Coordinator
Lance Dublin Consulting Maggie Neilson Development Consultant (to 06/06)
Lucia Moreira Salles Surita Sandosham Deputy Director
Peggy Dulany President of the Board of Directors BRIDGING LEADERSHIP
Founder and Chair Riovoluntario Sayyeda Mirza Associate (to 01/04)
The Synergos Institute OPERATIONS
Kim Samuel Johnson Janet Becker Director
Robert H. Dunn Director Alexandra Baquerizo Executive Assistant to the Chair & Board Relations Liaison
President and CEO The Samuel Group of Companies
Virginia Briones Coordinator, Human Resources
Tasmyn Craig Assistant, Information Technology
The Synergos Institute Jerry De La Espada Facilities Manager (to 06/06)
S. Bruce Schearer (to 2006) Mervin De La Espada Building Services (to 11/05)
John Michael Forgách (to 2006) Senior Advisor Steve Ferrier Manager, Information Technology
McCluskey Fellow Joanne Hirschberg Associate Director, Human Resources & Administration (to 12/05)
The Synergos Institute Kelly Legiec Executive Assistant to the President
Yale School of Forestry and Environmental Studies Ana Mendonca Assistant to the Chair (to 10/04)
Tokyo Sexwale
Nili Gilbert FINANCE
Executive Chairman Imran Riffat Director
Quantitative Research Analyst for Structured Products
Mvelaphanda Holdings Digant Bahl Senior Accountant (to 07/06)
INVESCO Lucy Lam Staff Accountant (to 03/05)
Adele S. Simmons Eric Martin Manager, Strategic & Annual Planning
Juliette Gimon Zaid Mohammed Associate Director, Finance (to 02/2005)
Trustee President Kofi Nti Manager, Accounting
Global Philanthropy Partnership Pratima Singh Staff Accountant
William and Flora Hewlett Foundation
DEVELOPMENT & COMMUNICATIONS
Dorian S. Goldman James Sligar James M. Brasher III Director (to 09/06)
Partner Alissa Desmarais Manager, Annual Giving
President and Trustee Jessica Feinman Manager, Capital Campaign (to 05/06)
Irving Goldman Foundation Milbank, Tweed, Hadley & McCloy Laura Lopez Manager, Development Services
Jean M. Reilly Senior Manager, Grant Proposals (to 07/05)
Kees van der Graaf Michael W. Sonnenfeldt Kenneth Scheffler Development Assistant
Andrew Sillen Deputy Director of Development for Foundations, Corporations & Government Agencies (to 09/05)
President Europe Managing Member John Tomlinson Associate Director, Public Affairs
Unilever MUUS & Company, LLC Nathan Wendt Development Coordinator (to 01/05)

22 REPORT 2004- 2005 THE SYNERGOS INSTITUTE 23


SY NERGOS BOARD OF DIR E CTO R S STAFF
Listed are members who served during the period of this report (2004-2005) or later, up to October 2006. Listed are staff who served during the period of this report (2004-2005) or later, up to October 2006.

Robert H. Dunn President & CEO


Wanda Engel Aduan Nadine B. Hack S. Bruce Schearer President (to 11/05)
Regional Dialogue Division President STRENGTHENING BRIDGING ORGANIZATIONS
Inter-American Development Bank beCause Global Consulting Shari Turitz Director
Natasha Amott Regional Program Officer, Southeast Asia (to 12/04)
Hylton Appelbaum Brian Henderson Jaqueline Castro-Fuentes Assistant, Country Operations & Global Program Services (to 04/05)
Christiana DeBenedict Program Coordinator, US-Mexico Border Philanthropy Partnership
Executive Trustee Chairman, Global Public Sector Client Group Hilda Gertze Assistant to the Regional Director, Southern Africa
Liberty Life Foundation Merrill Lynch Judy Harper Director, US-Mexico Border Philanthropy Partnership (to 2/06)
Michelle Jaramillo Program Officer, US-Mexico Border Philanthropy Partnership
Valentin von Arnim (to 2005) Nilufar Hossain (to 2006) Candace A. Lessa Country Director, Brazil
Corporate Treasury Katia Massa Program Assistant, Brazil
Anjana Pandey Program Officer, Senior Fellows Program (to 10/05)
Goldman Sachs H. Peter Karoff Cristina Parnetti Senior Program Officer, Latin America
Chairman and Founder Andrea J. Rogers Regional Program Officer, Southern Africa
Edward Bergman Azeen Salimi Program Officer
The Philanthropic Initiative, Inc. Rowena Sison Program Assistant
Co-Founder and Executive Director
Barry Smith Regional Director, Southern Africa
Miracle Corners of the World Uday Khemka Shannon St. John Senior Advisor
Partner and Director Ann Tartre Director, US-Mexico Border Philanthropy Partnership
William Bohnett (Deputy Director, Strengthening Bridging Organizations to 9/06)
SUN Group of Companies Philip Walsh Senior Program Officer, Latin America (to 9/04)
Partner
Silvia Siller Senior Program Officer, US-Mexico Border Philanthropy Partnership (to 08/ 04)
Fulbright & Jaworski LLP Maria Elena Lagomasino Javier Valdés Program Officer, Latin America (to 08/05)
Chief Executive Officer Maria Gisela Velasco Regional Director for Southeast Asia (to 12/04)
Emmett Carson (to 2006)
CEO Asset Management Advisors, LLC GLOBAL PHILANTHROPISTS CIRCLE
James M. Brasher III Founding Director (to 07/06)
The Minneapolis Foundation Cornelio Marchán Beth H. Cohen Acting Director (Associate Director to 07/06)
Daniel Domagala Program Coordinator
Alan Detheridge Executive President Melissa Durda Senior Program Officer
Esquel Foundation - Ecuador Ann Graham Manager, Strategic Planning
Vice President, External Affairs, Exploration & Production Helen Knapp Senior Program Officer
Shell International Limited
Marcos Augusto de Moraes MULTI-STAKEHOLDER PARTNERSHIPS
Lance Dublin (to 2006) Chairman John Heller Co-Director (Deputy Director, Country Operations & Global Program Services to 10/05)
David Winder Co-Director (Director, Country Operations & Global Program Services to 10/05)
President and CEO Sagatiba S/A Chong-Lim Lee Program Coordinator
Lance Dublin Consulting Maggie Neilson Development Consultant (to 06/06)
Lucia Moreira Salles Surita Sandosham Deputy Director
Peggy Dulany President of the Board of Directors BRIDGING LEADERSHIP
Founder and Chair Riovoluntario Sayyeda Mirza Associate (to 01/04)
The Synergos Institute OPERATIONS
Kim Samuel Johnson Janet Becker Director
Robert H. Dunn Director Alexandra Baquerizo Executive Assistant to the Chair & Board Relations Liaison
President and CEO The Samuel Group of Companies
Virginia Briones Coordinator, Human Resources
Tasmyn Craig Assistant, Information Technology
The Synergos Institute Jerry De La Espada Facilities Manager (to 06/06)
S. Bruce Schearer (to 2006) Mervin De La Espada Building Services (to 11/05)
John Michael Forgách (to 2006) Senior Advisor Steve Ferrier Manager, Information Technology
McCluskey Fellow Joanne Hirschberg Associate Director, Human Resources & Administration (to 12/05)
The Synergos Institute Kelly Legiec Executive Assistant to the President
Yale School of Forestry and Environmental Studies Ana Mendonca Assistant to the Chair (to 10/04)
Tokyo Sexwale
Nili Gilbert FINANCE
Executive Chairman Imran Riffat Director
Quantitative Research Analyst for Structured Products
Mvelaphanda Holdings Digant Bahl Senior Accountant (to 07/06)
INVESCO Lucy Lam Staff Accountant (to 03/05)
Adele S. Simmons Eric Martin Manager, Strategic & Annual Planning
Juliette Gimon Zaid Mohammed Associate Director, Finance (to 02/2005)
Trustee President Kofi Nti Manager, Accounting
Global Philanthropy Partnership Pratima Singh Staff Accountant
William and Flora Hewlett Foundation
DEVELOPMENT & COMMUNICATIONS
Dorian S. Goldman James Sligar James M. Brasher III Director (to 09/06)
Partner Alissa Desmarais Manager, Annual Giving
President and Trustee Jessica Feinman Manager, Capital Campaign (to 05/06)
Irving Goldman Foundation Milbank, Tweed, Hadley & McCloy Laura Lopez Manager, Development Services
Jean M. Reilly Senior Manager, Grant Proposals (to 07/05)
Kees van der Graaf Michael W. Sonnenfeldt Kenneth Scheffler Development Assistant
Andrew Sillen Deputy Director of Development for Foundations, Corporations & Government Agencies (to 09/05)
President Europe Managing Member John Tomlinson Associate Director, Public Affairs
Unilever MUUS & Company, LLC Nathan Wendt Development Coordinator (to 01/05)

22 REPORT 2004- 2005 THE SYNERGOS INSTITUTE 23


M A JOR DONORS
Synergos’ work is supported by foundations, international agencies, corporate donations, and individual and family
contributions. Listed below are major donors through 2005.

Aboriginal Leadership Institute Inc. BankAmerica Foundation The Carnegie Corporation of New York André Desmarais General Electric Company Heidi K. Honchariw
Alfredo and Paz Achar Banyan Tree Foundation Carrefour - DG Alan Detheridge General Mills, Inc. Nilufar Hossain
Wendy and Raymond Ackerman Roberto and Maria Rosa Baquerizo Russell L. Carson Deutsche Bank AG Generon Consulting Amory Houghton
Wanda Engel Aduan Anne Bartley Annie E. Casey Foundation Youssef Dib Richard Gere Houston Endowment Inc.
AEA Investors, Inc. Baton Rouge Area Foundation Robert B. Catell The William H. Donner Foundation Nilizandr E. Gilbert Michael O. Hübener
Africare King Baudouin Foundation Merle Chambers Guillermo Donovan George Gilder Hans and Elizabeth Humes
The Aga Khan Foundation Canada Janet Becker Raymond G. Chambers Conway A. Downing Jean-Paul and Eleanor Gimon Swanee Hunt
Giovanni Agnelli Kenneth E. Behring Charlevoix County Community Foundation William H. Draper III Juliette Gimon Patricia Huntington
Daniele Agostino Foundation Benjamin James Associates Charoen Pokphand Group Co., Ltd. Meredith Dreiss Dorian Goldman and Marvin Israelow John and Hilga Hurford
Albert Kaneb Ian J. Benjamin Laura and Richard Chasin Sam Dryden Goldman Sachs Group, Inc. Institute for Civil Society
Hope Aldrich Othman and Leila Benjelloun Varnnee Chearavanont Ross Lance Dublin Goldman Sachs Latin America Institute of International Education
Victor Alicea The Judy and Howard Berkowitz Foundation C. C. Chen Anthony Duke, Sr. Irving and Joyce Goldman Foundation Institutional Investor, Inc.
Teymour and Faiza Alireza Richard Berman Chevron Texaco Corporate Contributions Peggy Dulany Richard Goldman Inter-American Development Bank
Yasmin T. Alireza Elisabeth Biemann Sophie Chiche Augustin and Malú Edwards Jeffrey Goldstein Inter-American Foundation
Paul Allaire Patti Cadby Birch Petr Chitipakhovyan Elbereth Investments Limited Goldstein, Golub & Kessler International Development Research Centre
Alvaralice Foundation Helen and William Birenbaum Jacqueline de Chollet Towbin Elizabeth Strong-Cuevas Claudio X. Gonzalez Guajardo International Foundation for
Omar Amanat Luiz Chor Gonzalo Rio Foundation Education and Self-Help
The Blackstone Group Elizabeth W. Ellers
Amaranth Foundation Christie’s Tatsuro Goto International Institute for
Bloomberg L.P. Gaetana Enders Sustainable Development
Amelior Foundation David Bohnett Lowell Christy Kurt Engelhorn Peter Goulandris
International Youth Foundation
American Express Company William Bohnett Gustavo A. and Patricia Cisneros Kees van der Graaf
Philipp Engelhorn Invesco
American Federation of State Roberto and Maria Mathilde Bonetti Citigroup Inc. Judy Green
Fundación Esquel - Ecuador Chie Ishibashi
County & Municipal Employees
Boricua College Citigroup Private Bank Mary Greer
The Eurasia Foundation Itaúsa-Investimentos Itaú S.A.
American International Group, Inc.
The Coca-Cola Company Kate Greswold
The Boston Foundation Corinne Evens J.P. Morgan Chase & Co.
Sérgio and Bernadete Amoroso
Cohen Family Foundation Eileen and Paul Growald
James M. Brasher Anthony Evnin JP Morgan Chase Foundation
Jack Anderson
Common Cents Agnes Gund and Daniel Shapiro
David A. Brewer Exor America Dale E. Jenkins
Antonio Carlos de Andrade
The Compton Foundation Sara Lee & George Gund Foundation
Susan Briggs ExxonMobil Marisa V. Jensen
Dwayne O. Andreas
Conoco Philips The Agnes Gund Foundation
Mrs. Walter Annenberg Bristol-Myers Squibb Company Mark Fabry Jewish Communal Fund of New York
Conservation, Food & Health Foundation Mimi and Peter Haas
Anonymous Bristol-Myers Squibb Foundation, Inc. Amir and Nathalie F. Farman-Farma Franklin P. Johnson
Frederic G. Corneel Nadine Hack
Hylton and Wendy Appelbaum Brownsville Community Foundation The John E. Fetzer Institute, Inc. Paul Tudor Jones
Corona Fundación Scott and Sally Harrison
Apple Computer Company Judith Bruce Eileen Fisher, Inc. W. Alton Jones Foundation
Camille and William Cosby, Jr. Mrs. Randolph Hearst
Manuel and Marie Thérèse Arango Ron Bruder Brian D. Fix Geraldo Jordão Pereira
Eduardo Costantini Craig and Libby Heimark
Archer Daniels Midland Company Lauretta J. Bruno Flora Family Foundation Charitable Foundation Blaise Judja-Sato
Costco
Valentin von Arnim Magalen O. Bryant Elizabeth Fondaras Charles A. and Monika Heimbold Alfred Jurzykowski Foundation
T.G. Cousins
David B. Arnold Andres von Buch Ford Foundation Heinz Family Foundation Peter H. Karoff
Doris Cramer
The Asia Foundation Carlos Bulgheroni Forest Trade Heinz North America Martin P. Kasofsky
Credit Suisse First Boston
Asia Pacific Philanthropy Consortium Teresa Bulgheroni John Michael Forgách Brian Henderson Donna Katzin
Crystal Springs Foundation
Aspen Institute Antony Burgmans Daniela Fossati Felix Herlihy Peter B. Kellner
Elizabeth De Cuevas
Brooke Astor James E. and Diane W. Burke Foundation Nathalie I. Fradin-Hood Roberto and Claudia Hernández W.K. Kellogg Foundation
John de Cuevas
AT&T Foundation J. Daniel Butler Barbara Freedman Judith F. Hernstadt Shiv and Uday Khemka
Lewis and Dorothy Cullman
The Atlantic Philanthropies Charles C. Butt The Frey Family Marlene Hess and James Zirin Kirsten Mickelson
Lee Cullum
José Ignacio and Verónica Avalos Paul Buttenweiser Jonathan Friedland Hewitt Associates/Intergama Henry Kissinger
Jorge and Maria D’Assunção
John and Caron Avery Douglas Cahn Jardim Gonçalves Frontera Focused Women’s Fund William and Flora Hewlett Foundation Ryuji Kitamura
Avina, Inc. Canadian International Development Agency Eleanor Naylor Dana Charitable Trust Richard M. Furlaud Patricia Higgins Israel Klabin
Mark Axelowitz Elda L. Cantu Daniel Dantas and Verônica Dantas Elena Garcés de Eder Linda Hill John Klingenstein
Glenn and Carolyn Ayres Donna Capato Fania E. Davis Garcés Echavarria Family Conrad N.Hilton Foundation John W. Kluge
Emilio Azcárraga Jean Capital Group Companies DeBeers María Eugenia Garcés Campagna Himalaya Foundation Sergio Knaebel
Alberto and Tere Baillères Frank Carlucci Richard and Barbara Debs George P. Gardner HIP Health of New York Gary Knell
Richard Bakal Hervé de Carmoy Christel DeHaan Family Foundation Howard Gardner Michael J. Hirschhorn Yotaro Kobayashi

24 REPORT 2004- 2005 THE SYNERGOS INSTITUTE 25


M A JOR DONORS
Synergos’ work is supported by foundations, international agencies, corporate donations, and individual and family
contributions. Listed below are major donors through 2005.

Aboriginal Leadership Institute Inc. BankAmerica Foundation The Carnegie Corporation of New York André Desmarais General Electric Company Heidi K. Honchariw
Alfredo and Paz Achar Banyan Tree Foundation Carrefour - DG Alan Detheridge General Mills, Inc. Nilufar Hossain
Wendy and Raymond Ackerman Roberto and Maria Rosa Baquerizo Russell L. Carson Deutsche Bank AG Generon Consulting Amory Houghton
Wanda Engel Aduan Anne Bartley Annie E. Casey Foundation Youssef Dib Richard Gere Houston Endowment Inc.
AEA Investors, Inc. Baton Rouge Area Foundation Robert B. Catell The William H. Donner Foundation Nilizandr E. Gilbert Michael O. Hübener
Africare King Baudouin Foundation Merle Chambers Guillermo Donovan George Gilder Hans and Elizabeth Humes
The Aga Khan Foundation Canada Janet Becker Raymond G. Chambers Conway A. Downing Jean-Paul and Eleanor Gimon Swanee Hunt
Giovanni Agnelli Kenneth E. Behring Charlevoix County Community Foundation William H. Draper III Juliette Gimon Patricia Huntington
Daniele Agostino Foundation Benjamin James Associates Charoen Pokphand Group Co., Ltd. Meredith Dreiss Dorian Goldman and Marvin Israelow John and Hilga Hurford
Albert Kaneb Ian J. Benjamin Laura and Richard Chasin Sam Dryden Goldman Sachs Group, Inc. Institute for Civil Society
Hope Aldrich Othman and Leila Benjelloun Varnnee Chearavanont Ross Lance Dublin Goldman Sachs Latin America Institute of International Education
Victor Alicea The Judy and Howard Berkowitz Foundation C. C. Chen Anthony Duke, Sr. Irving and Joyce Goldman Foundation Institutional Investor, Inc.
Teymour and Faiza Alireza Richard Berman Chevron Texaco Corporate Contributions Peggy Dulany Richard Goldman Inter-American Development Bank
Yasmin T. Alireza Elisabeth Biemann Sophie Chiche Augustin and Malú Edwards Jeffrey Goldstein Inter-American Foundation
Paul Allaire Patti Cadby Birch Petr Chitipakhovyan Elbereth Investments Limited Goldstein, Golub & Kessler International Development Research Centre
Alvaralice Foundation Helen and William Birenbaum Jacqueline de Chollet Towbin Elizabeth Strong-Cuevas Claudio X. Gonzalez Guajardo International Foundation for
Omar Amanat Luiz Chor Gonzalo Rio Foundation Education and Self-Help
The Blackstone Group Elizabeth W. Ellers
Amaranth Foundation Christie’s Tatsuro Goto International Institute for
Bloomberg L.P. Gaetana Enders Sustainable Development
Amelior Foundation David Bohnett Lowell Christy Kurt Engelhorn Peter Goulandris
International Youth Foundation
American Express Company William Bohnett Gustavo A. and Patricia Cisneros Kees van der Graaf
Philipp Engelhorn Invesco
American Federation of State Roberto and Maria Mathilde Bonetti Citigroup Inc. Judy Green
Fundación Esquel - Ecuador Chie Ishibashi
County & Municipal Employees
Boricua College Citigroup Private Bank Mary Greer
The Eurasia Foundation Itaúsa-Investimentos Itaú S.A.
American International Group, Inc.
The Coca-Cola Company Kate Greswold
The Boston Foundation Corinne Evens J.P. Morgan Chase & Co.
Sérgio and Bernadete Amoroso
Cohen Family Foundation Eileen and Paul Growald
James M. Brasher Anthony Evnin JP Morgan Chase Foundation
Jack Anderson
Common Cents Agnes Gund and Daniel Shapiro
David A. Brewer Exor America Dale E. Jenkins
Antonio Carlos de Andrade
The Compton Foundation Sara Lee & George Gund Foundation
Susan Briggs ExxonMobil Marisa V. Jensen
Dwayne O. Andreas
Conoco Philips The Agnes Gund Foundation
Mrs. Walter Annenberg Bristol-Myers Squibb Company Mark Fabry Jewish Communal Fund of New York
Conservation, Food & Health Foundation Mimi and Peter Haas
Anonymous Bristol-Myers Squibb Foundation, Inc. Amir and Nathalie F. Farman-Farma Franklin P. Johnson
Frederic G. Corneel Nadine Hack
Hylton and Wendy Appelbaum Brownsville Community Foundation The John E. Fetzer Institute, Inc. Paul Tudor Jones
Corona Fundación Scott and Sally Harrison
Apple Computer Company Judith Bruce Eileen Fisher, Inc. W. Alton Jones Foundation
Camille and William Cosby, Jr. Mrs. Randolph Hearst
Manuel and Marie Thérèse Arango Ron Bruder Brian D. Fix Geraldo Jordão Pereira
Eduardo Costantini Craig and Libby Heimark
Archer Daniels Midland Company Lauretta J. Bruno Flora Family Foundation Charitable Foundation Blaise Judja-Sato
Costco
Valentin von Arnim Magalen O. Bryant Elizabeth Fondaras Charles A. and Monika Heimbold Alfred Jurzykowski Foundation
T.G. Cousins
David B. Arnold Andres von Buch Ford Foundation Heinz Family Foundation Peter H. Karoff
Doris Cramer
The Asia Foundation Carlos Bulgheroni Forest Trade Heinz North America Martin P. Kasofsky
Credit Suisse First Boston
Asia Pacific Philanthropy Consortium Teresa Bulgheroni John Michael Forgách Brian Henderson Donna Katzin
Crystal Springs Foundation
Aspen Institute Antony Burgmans Daniela Fossati Felix Herlihy Peter B. Kellner
Elizabeth De Cuevas
Brooke Astor James E. and Diane W. Burke Foundation Nathalie I. Fradin-Hood Roberto and Claudia Hernández W.K. Kellogg Foundation
John de Cuevas
AT&T Foundation J. Daniel Butler Barbara Freedman Judith F. Hernstadt Shiv and Uday Khemka
Lewis and Dorothy Cullman
The Atlantic Philanthropies Charles C. Butt The Frey Family Marlene Hess and James Zirin Kirsten Mickelson
Lee Cullum
José Ignacio and Verónica Avalos Paul Buttenweiser Jonathan Friedland Hewitt Associates/Intergama Henry Kissinger
Jorge and Maria D’Assunção
John and Caron Avery Douglas Cahn Jardim Gonçalves Frontera Focused Women’s Fund William and Flora Hewlett Foundation Ryuji Kitamura
Avina, Inc. Canadian International Development Agency Eleanor Naylor Dana Charitable Trust Richard M. Furlaud Patricia Higgins Israel Klabin
Mark Axelowitz Elda L. Cantu Daniel Dantas and Verônica Dantas Elena Garcés de Eder Linda Hill John Klingenstein
Glenn and Carolyn Ayres Donna Capato Fania E. Davis Garcés Echavarria Family Conrad N.Hilton Foundation John W. Kluge
Emilio Azcárraga Jean Capital Group Companies DeBeers María Eugenia Garcés Campagna Himalaya Foundation Sergio Knaebel
Alberto and Tere Baillères Frank Carlucci Richard and Barbara Debs George P. Gardner HIP Health of New York Gary Knell
Richard Bakal Hervé de Carmoy Christel DeHaan Family Foundation Howard Gardner Michael J. Hirschhorn Yotaro Kobayashi

24 REPORT 2004- 2005 THE SYNERGOS INSTITUTE 25


M A JOR DONORS

(continued)
Kobrand Corporation The McKnight Foundation Maria Clara Osorio
Jerome Kohlberg Mora McLean Susan Packard Orr
Pamela Vinal Kohlberg Robert S. McNamara The David and Lucile Packard Foundation
Maria Elena Lagomasino Lisa Meadowcroft Pact
Florian Langenscheidt Meadows Foundation, Inc. Alan Parker
Stephen S. Lash Felipe Medina Richard D. Parsons
Leonard and Evelyn Lauder Foundation The John Merck Fund Participación Ciudadana
Ronald Lauder Merrill Lynch Ann Partlow
Carola B. Lea Metanoia Fund Ian Partridge
Iara Lee Ikram Mian Ann H. Peipers
Bernard van Leer Foundation Michaela Walsh Juan Peirano
John Lennon Kirsten Mickelson Marianne Peterson
Levi Strauss Foundation Millstream Fund Patricia Price Peterson Foundation
Edward Lewis Seymour Milstein Peter G. Peterson
Walter Link Mindset Network Rudolph A. Peterson
Jerome and Kenneth Lipper Foundation Mirant Philippines Foundation Carroll Petrie
Bobye List The Cynthia and George Mitchell Foundation Pew Charitable Trusts
The Lodestar Foundation Toby Moffett Pfizer, Inc.
Oscar Lopez José Ermírio de Moraes The Philanthropic Collaborative

Rina Lopez Bautista Marcos A. de Moraes Phillips-Van Heusen

Sheridan Lorenz Lucia Moreira-Salles Marnie and Don Pillsbury

Lucent Technologies Inc. The Moriah Fund Philip Pillsbury

William Lucy Mario Morino George Pitt and Noreen Clark

The Ann & Robert Lurie Foundation Patrice and Precious Motsepe Prince of Wales Business Leaders Forum
Charles Stewart Mott Foundation Public Media Center
John D. and Catherine T.
MacArthur Foundation Kenneth F. Mountcastle Public Welfare Foundation
Antonio and Teresa Madero Enrique Muñoz Pablo and Luisa Pulido
Vincent and Anne Mai Mike Murray Rabobank Nederland
Joshua Mailman Ministry of Agriculture, Nature and Alejandro Ramírez Magaña
Malcolm H. Wiener Food Quality of the Netherlands Marie S. Rautenberg
Management Sciences for Health New Hampshire Charitable Foundation Agnieszka Rawa
Cornelio Marchán New York City Partnership Katherine J. and William Rayner
Maria Matilde Bonetti New York University Reebok Human Rights Foundation
Alberto and Anabelle Mariaca Bruce Nickerson Michael Rennie
Fundação Roberto Marinho Mercedes Noboa Catherine B. Reynolds Foundation
Markle Foundation Walter M. Noel Mildred Robbins Leet
Marsh & McLennan Companies, Inc. Ministry of Foreign Affairs of Norway C.H. Robinson Company
David M. Masten-Rosen NOVIB James D. Robinson III
Robert Masten-Rosen Cherie M. Nursalim Jim and Linda Robinson Foundation, Inc.
Chris Mathias The Nursalim Family Charles Rockefeller
Charles Léopold Mayer Foundation Nutreco Nederland B.V David Rockefeller, Jr.
for the Progress of Humankind Mr. and Mrs. George D. O’Neill David Rockefeller, Sr.
Mary A. and John M. McCarthy Foundation Peter O’Neill JD Rockefeller, III Fund
Neil McCarthy and Elizabeth Monaco The Oak Foundation, Ltd. Laurance Rockefeller
Bruce R. and Jolene McCaw Mark T. Ocepek Mrs. Nelson A. Rockefeller
Doris L. McCoy Morris W. Offit Rockefeller & Company
McCune Charitable Foundation George D. O’Neill Rockefeller Brothers Fund
Sara S. McDaniel Open Society Institute Rockefeller Philanthropy Advisors
James McDonald Organic Valley Cooperative Steven C. Rockefeller

26 REPORT 2004- 2005


M A JOR DONORS

Kobrand Corporation The McKnight Foundation Maria Clara Osorio The Rockefeller Foundation Michael Sonnenfeldt and Katja Goldman Unilever NV
Jerome Kohlberg Mora McLean Susan Packard Orr Valerie Rockefeller Sony Corporation United in Diversity
Pamela Vinal Kohlberg Robert S. McNamara The David and Lucile Packard Foundation Raul Rodriguez Harry Sophoclides United Nations Development Programme
Maria Elena Lagomasino Lisa Meadowcroft Pact Rohinton Medhora South African Institute for
United Nations Foundation
Florian Langenscheidt Meadows Foundation, Inc. Alan Parker Daniel Rose Advancement (Inyathelo) SAIA
David H. Spencer US Food Service
Stephen S. Lash Felipe Medina Richard D. Parsons David M. Rosen
John Spencer US Agency for International Development
Leonard and Evelyn Lauder Foundation The John Merck Fund Participación Ciudadana The Arthur Ross Foundation, Inc.
Ronald Lauder Merrill Lynch Ann Partlow Jon W. Rotenstreich The Spencer Foundation US Agency for International
Jerry and Emily Spiegel Family Development - Dominican Republic
Carola B. Lea Metanoia Fund Ian Partridge Susan Rothenberg
Foundation, Inc. VanEck Absolute Return Advisors ERS
Iara Lee Ikram Mian Ann H. Peipers The Dowager Viscountess Rothermere
Theodore and Vada Stanley
Bernard van Leer Foundation Michaela Walsh Juan Peirano Neil L. Rudenstine Michele Verschoore
Starbucks Coffee Company
John Lennon Kirsten Mickelson Marianne Peterson Johann and Gaynor Rupert VillageReach
The Starr Foundation
Levi Strauss Foundation Millstream Fund Patricia Price Peterson Foundation George Rupp Phillipe de Villers
John A. Steiner
Edward Lewis Seymour Milstein Peter G. Peterson Russell Sakaguchi Rogier D. van Vliet
Sabine Sten
Walter Link Mindset Network Rudolph A. Peterson Ricardo E.S. and Maria João Salgado
Donald M. and Isabel Stewart Richard A. Voell
Jerome and Kenneth Lipper Foundation Mirant Philippines Foundation Carroll Petrie Ralph Salomon
Marco Stoffel Paul Volcker
Bobye List The Cynthia and George Mitchell Foundation Pew Charitable Trusts Richard E. Salomon
Sue Stoffel Dan Wagner
The Lodestar Foundation Toby Moffett Pfizer, Inc. Kim Samuel Johnson
Christopher Stone Elizabeth Wahab
Oscar Lopez José Ermírio de Moraes The Philanthropic Collaborative Samuel, Son & Co., Limited
Elizabeth Strong-Cuevas Miriam and Ira D. Wallach Foundation
Rina Lopez Bautista Marcos A. de Moraes Phillips-Van Heusen Marcelo Sanches
Jon L. Stryker
Sheridan Lorenz Lucia Moreira-Salles Marnie and Don Pillsbury Sasakawa Peace Foundation Wal-Mart Foundation
Michael von Stumm
Lucent Technologies Inc. The Moriah Fund Philip Pillsbury Frank Savage Michaela Walsh
Frans Sugiarta
William Lucy Mario Morino George Pitt and Noreen Clark S. Bruce Schearer Hermine Warren
Surdna Foundation Inc.
The Ann & Robert Lurie Foundation Patrice and Precious Motsepe Prince of Wales Business Leaders Forum Schering-Plough
Government of Sweden Washington Mutual
Charles Stewart Mott Foundation Public Media Center Robert J. Schwartz
John D. and Catherine T. John and Martha Watts
Public Welfare Foundation Washington Sycip
MacArthur Foundation Kenneth F. Mountcastle William and Tsugiko Scullion
Pablo and Luisa Pulido SYSCO Corporation Mark Weinberg
Antonio and Teresa Madero Enrique Muñoz Norman M. Seiden
Rabobank Nederland Deborah Szekely Peter Wheeler
Vincent and Anne Mai Mike Murray Ayrton Senna Foundation
Alejandro Ramírez Magaña Charles Tate William S. White
Joshua Mailman Ministry of Agriculture, Nature and Viviane Senna
Food Quality of the Netherlands Marie S. Rautenberg Barbara Taylor
Malcolm H. Wiener Clemente Serna Alvear John C. Whitehead
New Hampshire Charitable Foundation Agnieszka Rawa F. Morgan Taylor
Management Sciences for Health Pepita Serrano Malcolm H. Wiener
New York City Partnership Katherine J. and William Rayner P.T. Tchitipakhovian
Cornelio Marchán Sesame Workshop Frederick Wildman & Sons
New York University Reebok Human Rights Foundation Maurice Tempelsman
Maria Matilde Bonetti Olavo Egydio Setubal Christopher Williams
Bruce Nickerson Michael Rennie Alice Tepper Marlin
Alberto and Anabelle Mariaca Tokyo and Judy Sexwale
Mercedes Noboa Eugene V. and Clare E. Thaw Montel Williams
Fundação Roberto Marinho Catherine B. Reynolds Foundation Shaler Adams Foundation
Walter M. Noel Mildred Robbins Leet Franklin Thomas Gary and Karen Winnick
Markle Foundation Lindsay Shea
Ministry of Foreign Affairs of Norway C.H. Robinson Company Laura Thorn and William O’Neill Winston Foundation for World Peace
Marsh & McLennan Companies, Inc. Shell International Limited
NOVIB James D. Robinson III Tides Foundation Wolfensohn Family Foundation
David M. Masten-Rosen Hiroaki Shikanai
Cherie M. Nursalim Jim and Linda Robinson Foundation, Inc. Time Warner Inc. World Economic Forum
Robert Masten-Rosen Yoav Shoham
The Nursalim Family Charles Rockefeller Robert C. Timpson
Chris Mathias D. Wayne Silby Pam Wuichet
Nutreco Nederland B.V David Rockefeller, Jr. Sarah L. Timpson
Charles Léopold Mayer Foundation Adele S. Simmons Jasper Wyman & Son
for the Progress of Humankind Mr. and Mrs. George D. O’Neill David Rockefeller, Sr. Tinker Foundation, Inc.
Ian Simmons Xerox Corporation
Mary A. and John M. McCarthy Foundation Peter O’Neill JD Rockefeller, III Fund Susanna Tisa
Bruce Simpson
Neil McCarthy and Elizabeth Monaco Toyota Motors of North America Lorenzo Zambrano
The Oak Foundation, Ltd. Laurance Rockefeller William Kelly Simpson
Bruce R. and Jolene McCaw Mark T. Ocepek Mrs. Nelson A. Rockefeller Tse Foundation Zamorano-Pan American
Alan B. Slifka
School of Agriculture
Doris L. McCoy Morris W. Offit Rockefeller & Company Turney H. Tse
James Sligar
McCune Charitable Foundation George D. O’Neill Rockefeller Brothers Fund Amy and Stephen Unfried Jin Zidell
Gordon V. Smith
Sara S. McDaniel Open Society Institute Rockefeller Philanthropy Advisors UNICEF Dmitri Zimin
The Christopher D. Smithers
James McDonald Organic Valley Cooperative Steven C. Rockefeller Foundation, Inc. Unilever Bestfoods Asia Zobel de Ayala Family

26 REPORT 2004- 2005 THE SYNERGOS INSTITUTE 27


S U MMARY FINANCIAL REP O R T
A complete set of audited financial statements is available upon request.

STATEMENT OF FINANCIAL POSITION


As of December 31, 2005 2004

ASSETS Cash $526,073 $1,312, 144


Pledges and Other Receivables 6,981,798 9,606,206
Investments, at Fair Value 1,944,886 404,251
Prepaid Expenses and Other Assets 71,091 159,246
Property and Equipment, Net 9,096,046 8,139,065
Total Assets $18,619,894 $19,620,912

LIABILITIES AND NET ASSETS


Liabilities: Accounts Payable and Accrued Expenses $1,930,629 $414,833
Capital Lease Obligation 174,605 76,048
Note Payable 5,850, 000 5,850,000
Total Liabilities 7,955,234 6,340,881

Commitments and Contingency


Net Assets: UNRESTRICTED:
Invested in Property and Equipment 2,419,768 2,289,065
Undesignated 615,507 2,155,660
Total Unrestricted Net Assets 3,035,275 4,444,725

Temporarily Restricted Net Assets 7,629,385 8,835,306


Total Net Assets 10,664,660 13,280,031
Total Liabilities and Net Assets $18,619,894 $19,620,912

STATEMENT OF ACTIVITIES
For Year Ended December 31, 2005 2004

Support and Revenue: CONTRIBUTIONS:


Foundations $2,893,111 $4,688,347
Corporations 1,974,705 238,487
Individuals 1,262,038 3,942,160
GPC Membership Dues 1,268,296 1,252,553
Government Grant 121,447 462,348
Special Event, net 651,414 976,145
Return on Investments 29,480 13,751
Other Income 299,277 214,045 CREDITS
Total Support and Revenue 8,499,768 11,787,836

Expenses PROGRAM SERVICES PHOTOS:


Strengthening Bridging Organizations 3,496,668 2,977,335 ABS-CBN Foundation
Multi-Stakeholder Partnerships 2,747,447 141,090 Fundación AlvarAlice
Global Philanthropists Circle 1,173,480 826,196
Wendy Appelbaum
Communications and Outreach 99,518 161,059
Bridging Leadership 136,476 Janet Becker
Total Program Services 7,517,113 4,242,156 Gabriella Campagna
Beth Cohen
SUPPORTING SERVICES Zaid Hassan
Management and General 2,265,607 1,156,819
John Heller
Fundraising 605,745 665,376
Total Supporting Services 2,871,352 1,822,195 International Community Foundation
Rob Klein
Total Expenses 10,388,465 6,064,351 Joe McCarron
Eric Miller
Subtotal (1,888,697) 5,723,485
Richard Newton
Loss on Disposal of Equipment (33,674) (34,490) Joe Schildborn
Loss on Uncollectible Pledges (693,000) (179,500)
DESIGN:
Change in Net Assets (2,615,371) 5,509,495
Robin Read
Net Assets at Beginning of Year 13,280,031 7,770,536
Printed by Classic Color Systems on Forestry
Net Assets at End of Year $10,664,660 $13,280,031 Stewardship Council-certified paper.

28 REPORT 2004- 2005


S U MMARY FINANCIAL REP O R T
A complete set of audited financial statements is available upon request.

STATEMENT OF FINANCIAL POSITION


As of December 31, 2005 2004

ASSETS Cash $526,073 $1,312, 144


Pledges and Other Receivables 6,981,798 9,606,206
Investments, at Fair Value 1,944,886 404,251
Prepaid Expenses and Other Assets 71,091 159,246
Property and Equipment, Net 9,096,046 8,139,065
Total Assets $18,619,894 $19,620,912

LIABILITIES AND NET ASSETS


Liabilities: Accounts Payable and Accrued Expenses $1,930,629 $414,833
Capital Lease Obligation 174,605 76,048
Note Payable 5,850, 000 5,850,000
Total Liabilities 7,955,234 6,340,881

Commitments and Contingency


Net Assets: UNRESTRICTED:
Invested in Property and Equipment 2,419,768 2,289,065
Undesignated 615,507 2,155,660
Total Unrestricted Net Assets 3,035,275 4,444,725

Temporarily Restricted Net Assets 7,629,385 8,835,306


Total Net Assets 10,664,660 13,280,031
Total Liabilities and Net Assets $18,619,894 $19,620,912

STATEMENT OF ACTIVITIES
For Year Ended December 31, 2005 2004

Support and Revenue: CONTRIBUTIONS:


Foundations $2,893,111 $4,688,347
Corporations 1,974,705 238,487
Individuals 1,262,038 3,942,160
GPC Membership Dues 1,268,296 1,252,553
Government Grant 121,447 462,348
Special Event, net 651,414 976,145
Return on Investments 29,480 13,751
Other Income 299,277 214,045 CREDITS
Total Support and Revenue 8,499,768 11,787,836

Expenses PROGRAM SERVICES PHOTOS:


Strengthening Bridging Organizations 3,496,668 2,977,335 ABS-CBN Foundation
Multi-Stakeholder Partnerships 2,747,447 141,090 Fundación AlvarAlice
Global Philanthropists Circle 1,173,480 826,196
Wendy Appelbaum
Communications and Outreach 99,518 161,059
Bridging Leadership 136,476 Janet Becker
Total Program Services 7,517,113 4,242,156 Gabriella Campagna
Beth Cohen
SUPPORTING SERVICES Zaid Hassan
Management and General 2,265,607 1,156,819
John Heller
Fundraising 605,745 665,376
Total Supporting Services 2,871,352 1,822,195 International Community Foundation
Rob Klein
Total Expenses 10,388,465 6,064,351 Joe McCarron
Eric Miller
Subtotal (1,888,697) 5,723,485
Richard Newton
Loss on Disposal of Equipment (33,674) (34,490) Joe Schildborn
Loss on Uncollectible Pledges (693,000) (179,500)
DESIGN:
Change in Net Assets (2,615,371) 5,509,495
Robin Read
Net Assets at Beginning of Year 13,280,031 7,770,536
Printed by Classic Color Systems on Forestry
Net Assets at End of Year $10,664,660 $13,280,031 Stewardship Council-certified paper.

28 REPORT 2004- 2005


THE SYNERGOS INSTITUTE
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