Philanthropy 102

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



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