Binational Center

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

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