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Philanthropy 102

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United States/ Mexico Relations

Best Fundraising Practices in An International Community

September 29, 2011

 Day 1

 8:30 AM………………...........Welcome and course objectives: “Transparency on Demand- Donor’s Requirements”

9:00 AM………………............ Updates on Mexican Government’s recent Legislative Changes/Impact on the Mexican NGO

10:15 AM……………...........…Challenges to Philanthropy:

              • Social inequality in Mexico and Latin America
              • Donor perceptions of outcomes/measuring social investment
1:15 PM………………………. Non-Profit Organization structure, which one are you? A CPA’s perspective.
              • Those fiscally authorized by Ministry of Finance (donatarias autorizadas)
              • Non-profit organizations
              • Informal non-profit organizations that lack formal legal status. 

2:00 PM………………………. Where is Mexico in the Global Picture of Philanthropy?

              • Review and discussion of Mexican NGO Income Tax Law
              • Article 4 of the “Impuesto Empresarial a Tasa Unica” (IETU) Law
              • Article 5 (deduction of donations that do not exceed 7%)
              • U.S.-Mexico Double Taxation Treaty of 1994
              • “Portal de Transparencia del Servicio de Administración Tributaria (SAT) para Donatarias Autorizadas”. 
3:30 PM……………………..... Groups formed based on their NGO’s Mission Statement for Group discussion on the following:  Task - Transparency in Management Practices-Challenges and Requirements
              •  Identify Program Management challenges
                • Administrative overhead
                • Past, present operational budgets
                • Proposed budgets for 2012
              • Sources of revenue—are they sustainable so you can provide service delivery in the future?
                • Recurring issues with fundraising
                • Financial demographics of community served
              • Outcome of service delivery…transparency is the driver
                •  Recurring clients
                • Reputation of service delivered
                • Reputation/Observations /Perception by donors of budget management
              • USA/Mexico Theory of Social Investment-“Inversion Social”
              • Your organization:  Are you worthy of a donation?

6:00 PM…………………............Adjourn

September 30, 2011

 Day 2

 8:30 AM………………………Groups reconvene – Discussion:  Identifying what works for your organization

              • Letting Go of the Dear and Favorite:  Awareness of Economic Turmoil
              • Streamlining your Approach:  Who Will Listen When Times are Hard
              • Most for the Least:  Objective Review of Income in Relation to Effort
              • Timely Delivery of Donation:  The Bills are Due in 30 Days!

10:15 AM……………………... Groups reconvene - Reality checks

              • Identifying your Competition:  Who takes some of your donation?  Is it put to better use in their hands?
              • Collaboration in Hard Times:  Sharing program responsibilities with other NGOs
              • Do We Stay Open?  Do we shut down?  Do we partner?  How valuable is our service when resources are scarce?:  If we  don’t believe in ourselves , nobody else will
              • Shoestring Program Administration with Colossal Mission Requirements

12:00 PM…………………….... Groups draft a presentation for a hypothetical non-profit organization  who must prove transparency to a donor

1:15 PM…………………………20 minute Presentations by each group

2:15 PM…………………………Discussion and Q & A

4:00 PM…………………………Adjourn

This agenda is subject to change    

 

Phil. 102 pic

Phil. 102 pic2

Phil. 102 attendees

 

For additional information contact us at:

Texas A&M International University
BINATIONAL CENTER
U.S./Mexico Relations
5201 University Boulevard
Student Center 118
Laredo, TX 78041
Tel. 956-326-2834 — Fax 956-326-2836
Email: binationalcentermx@tamiu.edu
Office Hours: Mon. - Fri., 8 am - 5 pm