UBS Optimus World
Transcrição
UBS Optimus World
The UBS Optimus Foundation Magazine December 2006 UBS Optimus World Street children Expression of social injustices Brazil A street children project strengthens girls against violence Vietnam Hammocks against Malaria Ab Portrait UBS Optimus Foundation A shared commitment to the future The UBS Optimus Foundation is a charitable organization founded by UBS in 1999. It offers UBS clients a broad range of opportunities to contribute to humanitarian projects around the world in the following two core areas: Children & Talents – Educational projects which open up life chances – Protection from violence and sexual abuse Medical & Biological Research – Child survival – Tropical diseases – Supporting young researchers from developing and emerging countries The projects, which are selected according to strict criteria and are reviewed regularly, provide help mainly to countries in the southern hemisphere. The partner organizations selected by the Foundation have a high level of technical expertise and spotless reputations. UBS bears all administrative costs for the UBS Optimus Foundation so that all donations go in full to the Foundation’s projects. You can find more information about the UBS Optimus Foundation and the projects it supports at: www.ubs.com/optimus. Globally active: the current projects. 2 UBS Optimus World December 2006 Contents Contents Struggle Portrait The commitment of the UBS Optimus Foundation Day after day, year after year. For water. For food. For the survival of children. News Information about new projects BEST prACTices: Fundraising For the 44 percent of Africa’s people south of the Sahara who have to manage on less than one US dollar per day, that is a deplorable state of affairs. Also for hundreds of millions of street children, each day is a struggle for survival. “With so much poverty every bit of help is just a drop in the ocean,” a successful entrepreneur explained to me last week. What was he fighting for then, I asked him. “For clean air. For a good income. Against superfluous regulations.” Are there more or less important goals for which people struggle? A question that is too quick to judge. It would be better to ask: Do I have a chance of winning the fight? Who can support me with advice, action, money and commitment? The UBS Optimus Foundation aims to be more than purely a charitable foundation. We strengthen our partner organizations from the South with targeted training seminars, this year on the topic of fundraising. And we accompany many partners in working out sustainable strategies. This makes sure that the daily dedication of our project partners will have more effect than “just a drop in the ocean,” namely real opportunities for the future of thousands of children. Support us and our 52 project partners in our joint struggle, because: “Although he who fights can lose, he who does not fight has already lost.” Christoph Schmocker Managing Director 02 04 05 Insights Against looking away: 06 Helping street children to their rights 06 08 14 Focus Learning to dream: Strengthening girls against abuse 08 Children Madagascar: A future thanks to school 12 Research Hammocks against malaria 13 People David Carrington: “More than just fundraising” 14 Participate Friends of the UBS Optimus Foundation 15 Imprint Publisher: UBS Optimus Foundation, P.O. Box, 8098 Zurich Editor: Franziska Reich von Ins, [email protected] Contributing Editors: Myriam Chuard, Daniela Friedli, Susanna Hausmann Photos: João Ripper (Cover, p. 8 to 11), ThirdSector (p.14), all other pictures owned by the UBS Optimus Foundation or its project partners. Concept & design: Yesway AG, Zurich Lithography & printing: Neidhart + Schön Group AG, Zurich Printed on 100 % chlorine-free bleached paper. Frequency: published twice yearly in German, English and French The UBS Optimus Foundation is a legally independent charitable foundation and does not provide financial services of any kind. UBS Optimus World December 2006 3 News New Projects Children & Talents Needs-oriented school system to give Guatemalan children from rural regions a future The low number of pupils finishing school in the rural regions of Guatemala is alarming. Because the learning content is not adapted to the needs of children in rural areas, parents often do not even send their children to school, or they migrate from the country to the city. This leads to under-development of the rural regions and to the formation of more slums in the city. The ICEP – Institute for Cooperation in Development Projects has set itself the goal of improving the quality of education in schools and of adapting the learning content to the needs of the rural regions. Teachers are being trained accordingly and the parents of school-age children are being actively incorporated into the management of the schools. In this way, the project is creating prospects for numerous children in the country and preventing them from ending up as street children in the slums. The project is supported with an annual contribution of CHF 100,000. Best possible start in life for pre-school children in Myanmar Economic, ecological and political problems characterize the everyday life of people in Myanmar. These conditions make it more difficult for pre-school children to have a happy start in life, and holistic and age-appropriate developmental promotion of small children is still lacking to a great extent. The Swiss development organization SWISSAID is making it possible together with the local organization Yinthway Foundation for boys and girls up to the age of eight to have a play-filled education suitable for children. The project is directed at teachers, caregivers and parents, and offers them appropriate training. Around 200 communities can benefit from this, and more than 4,000 children are thus being given the best possible start in life. The project is supported with an annual contribution of CHF 100,000. Protection for abused children in Pakistan Pakistan is a young country – children make up almost half the population. Although there are many, many cases of physical and sexual abuse, child kidnapping and neglect, projects that grant children protection and aid are for the most part unknown. The development of an aid system for abused children is therefore urgently necessary. The Child Rights and Abuse Committee – Pakistan Pediatric Association now intends to develop a network in order to be able to care for mistreated children in an optimum manner. Medical personnel, teachers and social workers are being trained accordingly so that cases of child abuse can be recognized earlier and children can be helped as quickly as possible. In addition, the public is to be informed about the rights of children. The project is supported with an annual contribution of CHF 200,000. 4 UBS Optimus World December 2006 New Projects Medical & Biological Research “It smells like tuberculosis here!” – Electronic nose recognizes illness Researchers at the Royal Tropical Institute of the Netherlands have proven what sounds impossible: The life-threatening illness tuberculosis can be recognized by means of an “electronic nose.” This revolutionary technology is now to be refined. Scientists at the University of Stellenbosch, South Africa, are further developing an already existing device that, if successful, can be used by healthcare personnel to recognize tuberculosis. The illness can be controlled better through simpler and more targeted recognition. In future, the electronic nose will be able to save thousands of lives. The project is supported with an annual contribution of CHF 200,000. News International fundraising in grant foundations The second BEST prACTices Symposium created a welcome platform for learning and exchange between partner organizations and charitable foundations The donations market is highly contested; more and more aid organizations are courting a stagnating number of potential donors. If you cannot come up with innovative ideas and creative approaches, if you do not know the market and do not plan specifically for your target group, you hardly have a chance at all. Keeping up in such an environment is extremely difficult for local, smaller aid organizations in the South. Precisely in those countries that need donations most urgently, there is neither a local donations market nor fundraising training. But if local aid organizations want access to sources of money, they have to get involved in international fundraising. However, due to the competi- tion and lack of market know-how, they are at a definite disadvantage. This is really unfortunate, since it is the aid projects of local organizations that are often very effective, because they gear themselves very strongly to the needs of the people on site. Strengthening organizations of the South It is this problem the UBS Optimus Foundation wanted to counteract with its symposium. Around fifty representatives from partner organizations from all over the world had the opportunity in November during two intensive days in Ermatingen on Lake Constance to let themselves be introduced to the high art of fundraising by internationally recognized luminaries and to ex- change experiences with each other. Since other grant foundations had also been invited, it resulted in good opportunities for making new, promising contacts with potential donors and for truly discussing mutual expectations (read the interview with David Carrington, page 14, on this topic). In interactive workshops, plenary sessions and practical exercises, participants learned how to develop fundraising strategies, how to negotiate with international grant foundations and how to write and present applications. Nonetheless: as in corporate marketing, strategy and systematics are also crucial in fundraising, but not sufficient. It is not until they are coupled with passion, emotionalism, creativity, courage and innovation that they really promise success, as fundraising guru Tony Elischer made rousingly clear in his talk. Motivated and inspired to such a degree, participants returned home with a whole backpack full of ideas, ready to turn what they had learned into action. UBS Optimus Foundation – more than a grant foundation With the second BEST prACTices Symposium, the UBS Optimus Foundation solidified its position as a charitable foundation that does more than just hand out money. The symposium strived to strengthen knowledge about fundraising in particular among local partner organizations of the South, to offer a platform for international and cross-disciplinary networking and to bring aid organizations together with other charitable foundations. The participants displayed their enthusiasm for this active form of knowledge transfer also relevant in practice. They are convinced that the North-South dialog has thus been promoted, the reciprocal understanding of donors and recipients has been deepened and that the event has made new, promising partnerships possible. UBS Optimus World December 2006 5 Insights Street children all over the world are the conspicuous witnesses of dire social circumstances. But they too are subject to the UN Convention on the Rights of the Child. Against looking away They have no home, sleep on cardboard boxes and their very short lives are characterized by fear, hunger and violence. They enter into service as day laborers or are forced to beg, steal or prostitute themselves. Despised and forgotten by society, they are threatened, hunted and even lynched. It used 6 UBS Optimus World December 2006 to be they were mostly in the metropolises of Latin America or Asia; today they are also everywhere in Africa and in the eastern states of Europe: street children. When does a child start to be considered a “street child”? The United Na- tions defines them as children who live or work on the street and are not sufficiently cared for by an adult. The boundaries to other endangered groups are unclear. This and the fact that many street children are not registered makes statistical surveys difficult. UNICEF believes that there are around one hundred million such children worldwide; other estimates stand at two hundred million. One thing is for sure: There are too many! In many places they are so numerous that people deny their very existence and close their eyes to the fact that behind each individual street child is a person with feelings and their own tragic story. The reasons Despite all the individual and regional differences, it is known which factors Insights cause and foster the drifting off of children to the street. The first and foremost culprit is poverty and the growing global divide between poor and rich. For families who live on the land, a lack of prospects forces them to flee to the slums of the big cities, where, once they arrive, their hopes are shattered. Hopelessness and frustration can lead to alcohol and drug abuse in the parents, which again can lead to neglect and domestic violence. Due to AIDS, millions of children lose one or both parents, and in regions with war and armed conflicts families are forced to flee and are torn asunder. The individual factors often crop up closely interwoven, but each one contributes to the downfall of family structures. In this way children lose their safety net and their social stability. The consequences Once the children are on the street, this social vacuum is filled by their organizing into gangs. While this does create a certain protection for them, the pecking order within and between the groups is often cruel. In addition, they are living in an environment of violence and crime – circles that often force the children into drug dealing, prostitution and theft. Often, drugs offer the children the only way out of the pain, hunger and suffering. Attending school is hardly possible anymore. Such a life has grave consequences for the physical and psychological health of the children: Self-esteem is destroyed bit by bit, violence and sexual abuse leave behind emotional scars and trauma. Their health is severely affected by drug abuse, untreated illnesses, insufficient hygiene and poor nourishment, and unwanted and early pregnancies without medical care endanger the lives of the girls and create a new generation of children without hope. The longer children remain on the street, the deeper the scars and the more difficult it is to help them and to reintegrate them into society. Rights for street children too By now 192 countries have signed the UN Convention on the Rights of the Child. The Convention is the first legally binding international instrument to incorporate the full range of human rights – civil, cultural, economic, political and social rights. The UNICEF has summarized the agreement in the “ten basic rights for children.” However, for the hundreds of millions of street children, this means nothing; they are still denied almost all rights. If one wants to help these children to gain their rights, offer them aid and give them prospects and at the same time prevent even more children from landing on the street in the future, that is a gigantic task. It cannot be overcome by governments or by non-governmental organizations alone, but rather calls for a joint, targeted commitment and involvement from all actors and communities. Further information: UN Convention on the Rights of the Child: www.unicef.org/crc Book tip: Successful author Henning Mankell in his novel “Chronicler of the Winds” impressively and sensitively describes the story of the short life of Nelio, a street boy from Mozambique. These former street children from Brazil, Mozambique and Bolivia were successfully helped. Help – but how? As the reasons and consequences of this deplorable state of social affairs are so complex, the selection of the projects has great significance. To be sure, purely charitable aid such as handing out food and offering places to sleep have their undeniable place, but such programs are not likely to solve the problem in the long term. “Based on many studies, we know the success factors, and we orient ourselves to them when selecting a project,” emphasizes Boia Efraime Jr., Head of the core area “Children & Talents” at the UBS Optimus Foundation. In summary, they are the following: – Close networking with state and non-governmental organizations, in order to increase efficiency and to create synergies – Holistic aid that comprises medical, psychological, social-pedagogical and educational offerings – Supportive measures to educate the public – Focus on integration into family, school and in the workplace. Close cooperation with these places – Inclusion of other socially endangered children to prevent them ending up on the streets – Build on children’s existing resources and encourage and promote their active participation The UBS Optimus Foundation currently supports street children projects in Mozambique, Brazil, Mexico, Bolivia and Russia. More about these projects can be found at www.ubs.com/optimus. UBS Optimus World December 2006 7 Focus Highlight of the art course: an outing to the museum. Learning to dream Strengthening girls against violence: The UBS Optimus Foundation supports an innovative project in Brazil that offers aid to socially endangered girls and gives them prospects for life. 8 UBS Optimus World December 2006 Focus most efficient and sustainable manner possible, Welthaus Bielefeld is cooperating with a local partner organization that has profound knowledge and many years of experience in psycho-social work with street children: the Comunidade dos Pequenos Profetas, or CPP for short. For over twenty years, Demetrius Demetrio, founder and head of the institution, has looked after the weakest of the weak in the capital city of the federal state of Pernambuco. He is active on two levels: He performs PR and educational work in Brazil as well as in Europe. He continues to fight in his country by submitting reports to the police and devising education campaigns to prevent street children and the crimes that are committed against them from being forgotten and going unpunished. “Every day we hear reports about the victims of the death squads or other violent crimes in the media. This deadens the feelings of people,” he explains. Thanks to the consistent development of an international network of prominent personalities, over the course of the years he has gained influence where it matters. “Também somos Brasileiros” – we are Brazilians too, is in large print on the colorfully painted house that serves as a daycare center for those who otherwise have nowhere to go. It is by no means a given for the street children of Recife that they, too, are full citizens of Brazil. They live on the extreme edge of a society that at best ignores them, at worst eliminates them by means of death squads. Only those who dream can develop prospects Besides the publicity work, Demetrio’s entire commitment is dedicated to the children’s work. Together with his team of social workers, psychologists, cooks, caretakers and volunteers, he offers the street children of Recife a center where they can rest during the day within a protected context, be fed, wash, play and be educated. In this daycare center, which is sought out voluntarily, the children find an environment where they are taken seriously and where they encounter others who treat them lovingly. For many of the children, this is something they experience for the first time in their lives. ”First of all, trust has to be built. The children have to feel that they can open up without danger and learn to trust themselves and others. This is the foundation upon which they develop dreams for the future. Only when they can dream, can they develop prospects,” Demetrio explains his approach more precisely. The Welthaus Bielefeld, a non-profit development agency registered in Germany, wants to do something about this. In order to be able to help in the A lot of patience required The daily work with the children demands a lot of patience from the wellexperienced and highly motivated team. The everyday life of the children, characterized by violence, hunger, fear, arbitrariness and drugs, leaves behind deep-seated scars. Life on the street is particularly hard for the girls. “Machismo in Brazil is very pronounced. Girls who live on the street embody the lowest level of the social hierarchy. They are almost like free game and are defenselessly subjected to sexual attacks and physical and verbal abuse, not least by the police. And while in years gone by the killing of women and girls was still taboo, today it Brazil With 8,511,996 km2 and with a population of over 187 million, Brazil is the fifth largest and the fifth most populous country on Earth. In scarcely any other country are the social differences as great as they are in Brazil. One percent of the population earns more than the bottom fifty percent put together. Eight percent of the population live on less than one dollar per day. Northeastern Brazil is particularly characterized by poverty. Many people of African origin live there, who – despite the country’s multicultural identity – experience major discrimination. Recife is the capital city of the federal state of Pernambuco in the northeast of Brazil. Recife itself has around 1.5 million inhabitants. Sixty percent of the population in the metropolitan area of Recife (three million inhabitants) live below the poverty line. UBS Optimus World December 2006 9 Focus find themselves in difficult life situations, are the target group. The girls have to agree to participate in all the project courses on a regular basis for six months and at the same time attend public school. The latter is regularly checked by social workers, who also maintain contact with the families. The main goal of the project is to strengthen the self-esteem of the girls in such a way that they are better able to assert and protect themselves in this world and to help them work through the experiences of violence they had to endure either at home or on the street. Attending the project is designed to make it possible for the street girls to reintegrate into society and to prevent girls living in the favelas from drifting onto the streets. The girls are proud of their creations. “When a society allows its children to be murdered, the suicide of this society has begun.” Herbert de Souza (Betinho) is part of everyday life. Last year alone, 260 women in Recife were killed,“ Demetrio points out. Strengthening girls against abuse In the year 2005, together with the Welthaus Bielefeld, these circumstances caused him to start a project for girls, focused on their specific experiences and processing strategies. 12 to 18-year-old girls who live on the street or in the favelas, the poor districts, and The offer is very much in demand among the girls because the courses deal with topics that interest them and relate directly to their lives. Changing one’s thinking thanks to music Brega music is very popular in northeastern Brazil. Young girls love it and dance to it fervently. What they often do not notice: the lyrics of the songs are bristling with misogynistic comments. In this course they work through the lyrics and rewrite them. In a playful manner, they learn about their own feelings, think about their values and rights as women. The crowning con- Project success Project partner The project is still in its initial stage, but it has begun very promisingly: Ninety girls have already benefited from it. Parallel to this, in cooperation with the University of Pernambuco, a study was conducted on the situation of girls on the street, the results of which are now available and are flowing into the shape and form of the practical work. CPP intends to establish itself as a reference center in Recife for the psycho-social care of socially endangered girls, and by the year 2008 another three hundred girls are to be given the opportunity to benefit from this offer. The project is led by Welthaus Bielefeld and executed by local partner CPP (Comunidade dos pequenos profetas, Recife, Brazil). The UBS Optimus Foundation supports this project with an annual contribution of CHF 200,000 for three years. 10 This is achieved with courses, workshops, individual and group therapy, as well as care given by social workers to the girls and their families. UBS Optimus World December 2006 www.welthaus.de www.pequenosprofetas.org.br Focus clusion is the performance of the newly written songs: the Brazilian joie de vivre escalates, the girls become stars of the moment. A life for the street children: Demetrius Demetrio with a class from the girls project. Back to their own roots with handicrafts and art The art course is led by two artists, Fábio and Jacaré, and skillfully links craft skills with pedagogically valuable contents. Only recycled materials are used. “That’s to show the girls that you can be creative even with the simplest of materials,” Jacaré explains. Using old newspapers and PET bottles, the girls form feminine goddesses from Candomblé. Although this religion has been banned by the Catholic Church, and even criminalized by some governments, Candomblé expanded considerably after the end of slavery in late 1800s. It is now a major religion with followers from all social classes. Candomblé worships a number of deities, the so-called Orixàs, which have individual personalities, skills, and ritual preferences. Within this pantheon are also very strong female goddesses. The artwork in the class together with the surrounding discussions on these goddesses supports the analysis with positive feminine identification figures, their historical Afro-Brazilian roots and thus their own identities. On the other hand, the often very distracted girls learn to concentrate and work in a team. Therapy and knowledge transfer In addition to the courses, the girls have the opportunity to attend individual and group therapy sessions with psychologists – an offer that is briskly used. Informational events by outside individuals inform the girls about legal issues, contraception and AIDS prevention. Claudia Molina, Head of the police office for crimes against women for the federal state of Pernambuco, spoke about the topic of violence and the respective legal situation. She displayed her depth of emotion upon meeting with the girls and the commitment of CPP. “Ever since this experience, I have no longer been the same. The enthusiasm and the professionalism with which the employees of CPP improve the lives of the children, who have been so affected by injustice, obliges me to live and defend this ideal with the same commitment.“ UBS Optimus World December 2006 11 Children In Madagascar parents are helping to create holistic educational opportunities for their children. edge, they also need social skills that can be learned by playing together and through sport. This also requires a suitable infrastructure. Key to success: inclusion of the local population What makes the work of Aide et Action so special and successful is the inclusion of the local population, and in particular the parents. For example, it allowed the parents to buy a stone for a small amount of money and to bring it to make part of the wall of the new schoolhouse. While the children proudly point to their stone, the parents identify more with the school and champion its interests: One may be active in the neighborhood committee, another in the school kitchen and another who may be financially better off contributes towards the costs of the measures planned. The French organization Aide et Action is erecting schools, youth and culture centers and sports clubs in the autonomously functioning city districts as well as centers for reintegration into school. Up to today, Aide et Action has successfully implemented these institutions into seven districts. They are improving the quality of education by training teaching personnel. Their method of approach includes working with the local offices and neighborhood committees to analyze their needs Aide et Action is not only making a large contribution to educational opportunities with the funds they invest in Antananarivo. Rather, with the manner in which they are doing it, they are bringing the neighborhood, the teachers and the parents into the design of their district, helping them to get active. This is to the benefit of the many children coming from poorer circumstances. And so Malandy also has good opportunities to be able to enjoy an education in his district. A future thanks to school Malandy is five years old, has four siblings and lives in Antananarivo, the capital city of Madagascar. Normally, he would soon be attending school, but for him that remains a dream: The opportunity for schooling is scant, and his parents live in poor conditions. The population of the spice island just off the East African coast mostly still lives from agriculture. But the service sector is showing strong growth, which can be especially felt in the capital city of Antananarivo. Particularly now, a school education would be more necessary than ever for children in order to secure them a future. But children need more than just school knowl- A dream come true – a place at school! Project success In 2005, 36,727 individuals in eight districts benefited from the measures. This includes school children, preschool children, teachers and parents. 169 teachers were trained in innovative teaching methods. In all schools supported by Aide et Action, the success rate of elementary school graduates improved by seven percent and the rate of pupils who were able to move up to the next class by fifteen percent. Project partner The French organization Aide et Action defends the basic rights of children to an education. With various partners it sees to the needs of projects in Africa, Asia and the Caribbean. www.aide-et-action.org 12 UBS Optimus World December 2006 and to develop individual school and education concepts. Research the open sky, or in poorly equipped huts. Malaria mosquitoes, which are predominantly active in the evenings and at night, bite unprotected, sleeping people. Protected sleep in insecticide impregnated hammocks. First results of a study indicate there may be hope in the form of an inexpensive and effective protection. Hammocks against malaria Mainly during the rainy season, the families of the Raglai – or “forest people”, an ethnic minority of Vietnam – move with kith and kin to the remote forest areas. In the forests of Vietnam, the soil is fertile, the families till their maize and cassava fields, the women gather wild fruits and the men go hunting. Malaria mosquitoes bite sleeping people But a danger lurks in the forests: malaria. Whereas as a result of intensive campaigns malaria could be widely controlled on the planes and in densely populated areas, in the mountainous forests with difficult access, the disease is still rampant. In a few regions, every second person falls ill with malaria at least once a year. Most affected are ethnic minorities, such as the Raglai. They rely on working on the fields, away from civilization and exposed to malaria. A family father recounts: “We had a house in the village but we had no land to work, so my family moved to the mountain field.” The Raglai often sleep in hammocks, outside under Success with an innovative idea Umberto d’Alessandro, the project leader of the hammock project, says, ”Bednets cannot be used in the forest. But hammocks treated with insecticide are easy to carry and can be hung up in the forest. They can hopefully reduce the risk of getting malaria.” This is precisely what the researchers of the Belgian Prince Leopold Institute of Tropical Medicine are investigating, in collaboration with the National Institute of Malariology, Parasitology and Entomology in Hanoi and the provincial malaria control unit. In the study, over 18,000 people are tested for malaria at regular intervals in order to find out whether those who use hammocks are less likely to contract malaria than those who sleep unprotected. First results are very promising. “There has been a decrease in malaria prevalence in the intervention group. We still need to analyze blood samples to find out if the antibodies against malaria have also decreased. If so, this would indicate a lower risk of contracting a malarial infection,” explains Dr. D’Alessandro. If the results still outstanding confirm the effectiveness of the intervention, hammocks could also be used in other countries such as Cambodia or Laos, or in the Amazon region of Latin America. Project success 18,644 people were regularly tested for malaria and treated when ill, 6,500 people have received a hammock impregnated with insecticide. The project is very promising. The Vietnamese Ministry of Health as well as the World Health Organization are anxiously awaiting the last, decisive results, available in about eight months. Hammocks could be implemented on a large scale where classical prevention strategies are not adapted to the local situation. The UBS Optimus Foundation is supporting the project for four years with CHF 180,000 per year. Project partner The Prince Leopold Institute of Tropical Medicine is a leading European research institute in the area of tropical diseases. www.itg.be UBS Optimus World December 2006 13 People “Go beyond fundraising” Interview with David Carrington Have you noticed changes over the past few years in the area of foundations? Yes. I can see many changes. For example, in the past foundations were set up “in perpetuity” – to last for many generations. Some of the new ones and the new philanthropists want their money to have full impact during their own lifetime. This is a very different and, I think, potentially exciting approach. But it is still unusual. A change which has become common is that many new philanthropists and foundations would like to know more about the goals, the milestones, the achievements and the outcomes. They want to get to know the processes in more detail and direct their energies in a more targeted and more involved manner. Does this affect the work of charity organizations? Of course. For them it means having to work out clear visions, missions, values and methods and having to know exactly what their goals are and how to implement them. Do you see that as a positive development that can enrich the work on both sides? Mostly, yes. But there is also a certain threat of weakening a charitable organization through for example an excess of conditions or compliance reporting and with performance measurement requirements which are intended to provide comfort to foundation trustees. Remember what Einstein said: “Not everything that can be counted counts, and not everything that counts can be counted.” So it is important that foundations keep an eye on the systems and processes they use, and that there is a realistic relation between the grant and the achievements the receiving partner has to fulfill. The NGOs are expected to tackle long term problems with short term money. No one can do that. So foundations should think this over and go beyond short-term grants. How can charity organizations cope with the situation of receiving only short-term grants? I think they must go beyond orthodox fundraising and start thinking about a diversification of their income sources to make themselves less dependent on donors. This could be for example with selling products or services, with asset development, loans or mission-related investments. So seen, fundraising would become a kind of business development. This thinking demands courage for many charities and NGOs, because it might be new for them. But finally the dependency on just one or a few income sources is much riskier than to try out new innovative ways of generating income. 14 UBS Optimus World December 2006 David Carrington is an independent consultant working with charities, companies and the government on the funding and governance of charities and social enterprises. He has a governance training joint venture with the UK’s leading charity law firm and he works as a “mentor advisor” for senior staff of several charities. He has been Chief Executive of three foundations and is Chair of Allavida and of ”engage,” a trustee of the National Foundation for Youth Music and the National Youth Orchestra of Great Britain, and a member of the Social Investment Task Force and the Commission on Unclaimed Assets. David Carrington was one of the speakers at the BEST prACTices Symposium (see page 5). www.davidcarrington.net Participate Lay a solid foundation together with us. Friends of the UBS Optimus Foundation Who are the Friends of the UBS Optimus Foundation? The Friends of the UBS Optimus Foundation represent the actual fundamental basis of our foundation. They are the donors who particularly identify with our philosophy and our goals. As a Friend you donate a fixed amount annually to the UBS Optimus Foundation, whereby you can choose from among the following possibilities: Bonus CHF 1,000 Melior CHF 2,500 Optimus CHF 10,000 What does it mean to be a Friend of the UBS Optimus Foundation? As a Friend you are beginning a responsible involvement with your regular donation and are making a lasting contribution to the long-term financial security of supported projects. Once a year you have the opportunity to find out more about philanthropic topics at an exclusive event and to come into direct contact with specialists. In addition, you regularly receive background information about the foundation and its current projects. Would you like to become a friend of the UBS Optimus Foundation? You conclude a donation agreement with the UBS Optimus Foundation. Your client advisor will be happy to help you fill out the application form, which ensures that your donation is automatically transferred each year. As soon as we have received your registration, we will deliver your personal certificate to you. Certificate This is to certify that is a Friend of the UBS Optimus Foundation Through your commitment to the good cause you make a significant and sustainable contribution to the success of the projects supported by the UBS Optimus Foundation. Hand in hand we work together for a brighter future for the children of this world. UBS Optimus Foundation Marcel Ospel Chairman Christoph Schmocker Managing Director A certificate seals the friendship. Contact your client advisor or the UBS Optimus Foundation directly for more information: Phone +41 44 2372787 [email protected] www.ubs.com/optimus Ways you can support the UBS Optimus Foundation A classic direct donation, bequest or personal foundation allows you to choose where your money goes: if you donate CHF 1,000 or more, you can choose which core area and/or subarea your money goes to. Donate CHF 5,000 or more, and you can choose the region as well. A regular, annual donation of CHF 1,000, CHF 2,500 or CHF 10,000 makes you a Friend of the UBS Optimus Foundation, giving you an exclusive invitation to our yearly information event. The investment fund UBS Strategy Fund – Balanced C offers you the opportunity to combine attractive portfolio performance with humanitarian commitment. When taking out a UBS Life Funds life insurance policy, meanwhile, you can select this fund as one of your investments. In addition, you can name the UBS Optimus Foundation as the beneficiary of any life insurance policy. Every time you use the UBS Optimus Foundation Charity Card, you benefit from the advantages of a normal credit card and perform a good deed at the same time. This is because UBS transfers 0.5 percent of your total credit card spending every year to the UBS Optimus Foundation. UBS also pays a share of the annual card fee to the Foundation. If you are a member of UBS KeyClub, you can also donate your points to the Foundation. Talk to your client advisor, who will be happy to explain all the options and help you choose the one that suits you best. Alternatively, you can contact the UBS Optimus Foundation directly be telephone on +41 44 237 27 87, via e-mail at [email protected] or on the Internet at www.ubs.com/optimus Please note that this fund is not authorized for (public) sale or distribution in all countries. Units of the fund may not be offered or sold in the United States. The fund details provided on this page do not constitute an offer. They are intended for general information purposes only. UBS Optimus World December 2006 15 UBS Optimus Foundation Charity Card. The credit card in a good cause. Whenever you use the new UBS Optimus Foundation Charity Card, you benefit from the advantages of a normal credit card and perform a good deed at the same time. This is because UBS pays a percentage of the annual fee and of the amount you spend on your card to the UBS Optimus Foundation, a charitable foundation whose activities are focused on the welfare of children. Every time you use your card, you help more children receive access to education and medical care. For further information and a card application, visit www.ubs.com/cards www.ubs.com/optimus