To: Transformational Philanthropy Community                           May 17, 2002

From: Duane Elgin

Subject: Overview of meeting on “Seeds of a New Approach to Philanthropy” held at the Santa Fe Institute, New Mexico on May 13-14, 2002.

_______________________________________________________________________

 

            On May 13-14, 2002 a meeting was convened at the Santa Fe Institute to explore new approaches to philanthropy, many involving new and sophisticated uses of the Internet.  The meeting was convened by Tom Munnecke, the VP of Applications for a large computer consulting company and brought together roughly two-dozen, highly talented people from diverse areas to explore new approaches to serving/helping those in need around the world.  Participants included: 

 

·        David Ellerman is the economic advisor to the Chief Economist at the World Bank.

 

·        David Brin is a scientist and best-selling author of science fiction (for example, his book, The Postman was made into a movie in 1998).

 

·        Dennis Whittle worked with the World Bank and related agencies for two decades and is now the co-founder the Internet site “Development Space.”

 

·        Doug Carmichael is a strategic change consultant with expertise in systems thinking, psychiatry, and creating Internet conversation spaces with Big Mind Media.

 

·        Gavin White worked as a filmmaker in Australia/UK/USA, in development in Latin America and the Balkans, and is currently Vice President of Marketing at Credit Suisse.

 

·        Harold Koenig is a former Surgeon General of the U.S. Navy and now CEO of the Annapolis Center.

 

·        Heather Wood Ion is a former CEO, consultant in both for-profit and non-profit “turnarounds,” and the author of Third Class Ticket (about her experiences traveling around India with the poorest of the poor).

 

·        Jan Hauser, formerly the chief architect of Sun Microsystems and is now the CTO (Chief Technology Officer) of GivingSpace.

 

·        Jennifer Kirk is director of development for the United Religions Initiative  

 

·        Lisa Castagnozzi is the information technologies manager for InterAction, a coalition of 125 International NGOs in Washington, D.C.

 

·        Mark Miller is the co-author of Digital path: Smart Contracts and the Third World and works in the area of “e-rights” on the Internet.

 

·        Michael Litz is the CTO for the Benton Foundation in Washington, D.C.

 

·        Murray Gell-Mann is a Nobel laureate in physics, co-founder of the Santa Fe Institute, and for many years was on the board of the MacArthur Foundation.

 

·        Nipun Mehta is founder of CharityFocus.org with more than 1,200 volunteers that mobilize into small teams to develop web sites for charities all over the world.

 

·        Paul Chaffee is director of the United Religions Initiative through the Interfaith Center at the Presidio.

 

·        Sigfreid Woldhek is the founder of Nabuur (“neighbor”) in the Netherlands.

 

·        Suzanne Dulle recently retired as International Programs Development officer at the Santa Fe Institute.

 

·        Tom Munnecke is the founder of GivingSpace and VP of applications at a large computer consulting corporation in San Diego.

 

·        Tony Hoeber has many years of experience working in Silicon Valley businesses and is the founder of the Dalai Lama Trust in San Francisco

 

We met for two days in the New Mexico desert at the beautiful campus of the Santa Fe Institute, known for its work to bring together the insights of many different disciplines in order to understand how systems of all kinds work (from physical, biological, social, and more).  At the core of the two days were roughly a dozen presentations of approximately 30 minutes each with another 15 minutes or more for questions and answers.  Drawing from my notes, here are the core themes that emerged from the gathering (presented in no particular order of importance):

 

Re-languaging philanthropy.  At the outset, it was agreed that any meeting participant that publicly uttered the word “fundraising” would be charged $5.  This was a symbolic gesture that said, in looking for the seeds of a new kind of philanthropy, the language we use influences the world that we see and interact with.  Therefore, one theme was on shifting the language of philanthropy from fund-raising to trust-raising and then following that up by exploring how trust is developed on the Internet so as to draw in large numbers of people in an “auto-catalytic” or self-organizing process.

 

Trust Building was a core theme.  A favorite phrase was “trust-raising instead of fund-raising” with the implication being that if there are high levels of trust, then support will be forthcoming.  Trust on the internet depends on three factors (Jan Hauser): 1) authentication or verifying the person is really who they say they are; 2) reputation or the integrity or competence of that person as evaluated by others that you trust; 3) accountability or the ability to insure that there are means to hold a person responsible for their transactions.

 

The power of stories.  Another recurring theme was that, to build trust, people need a place to tell their stories.  With our stories we become real, authentic.  Stories are an important vehicle for connection and Internet websites provide a way for people around the world to tell make their life-stories and unique initiatives known to others.  When everyone’s voice is heard, systems can be self-organizing. 

 

Autonomy respecting philanthropy.  Another important theme was that philanthropy does not necessarily build people’s capacity for self-learning and self-reliance.  Instead, there is “help that is not helpful” and that can either override or undercut the autonomy of those being assisted.  Help that, in the longer run, fosters autonomy is not easy to accomplish.  Three Do’s to foster autonomy: 1) Start where the doers are.  Find out what people are trying to do and help them do it better.  2) See the world through the doer’s eyes.  3) Above all, respect the autonomy of the doers.  Overall, foster decentralized, self-learning and then network local initiatives together to foster collective learning.

 

Dis-intermediation of philanthropy.  There was a strong desire to reduce or even eliminate the middleman of the traditional philanthropic institution and have funds and skills flow as directly and efficiently as possible from the Donor (Helper) to the Recipient (Doer).  A common phrase in this regard was “frictionless philanthropy.”  In addition, many participants looked at philanthropy in non-monetary terms, emphasizing the voluntary contribution of talents, interests, and networking skills.  This is particularly relevant with the Internet as it erases distances and allows teams to form around the world to assist villages and initiatives in developing countries.

 

Emphasize what works.  Instead of focusing on problems, there was a strong focus on solutions.  Go after what works.   Said E.F. Schumacher: “Find out what people are trying to do and help them do it better.”  Enlist the person’s own predisposition for participation.  See the positive potential in service: Nipun Mehta said: “When you help, you see life as weak.  When you fix, you see life as broken.  When you serve, you see life as whole.”

 

The importance of scale.  A widely expressed concern was with how can we efficiently scale philanthropy up to the global level or scale down to the most micro level (e.g., bringing a 2 cent vitamin tablet to a poor child in a remote village). The biggest challenges in building world-scale, Internet systems are: How to build trust and community?  How to draw in social investors?  How to identify quality projects?  How to bridge between language and country contexts?  How to find experienced mentors?  How to get Internet access for remote locations?

 

Amelioration versus transformation.  I emphasized the difference between philanthropy that was ameliorative and that which was transformative, citing the nine attributes of “transformational initiatives” from our report.  I also acknowledged that this was a narrower focus than many of the other initiatives being presented at the gathering.  Another person who emphasized transformational philanthropy was Heather Wood Ion who described transformational changes as being irreversible, dynamic, unpredictable, discontinuous, asymmetric, generative, and empowering. 

 

Levels of systems.  It was helpful to differentiate three levels of systems in designing an Internet response to philanthropy: 1) the basic operating principles; 2) the operating system that comes from those principles, and 3) the specific applications.

 

            Summarizing, this was an important meeting, not so much because of anything concluded, but because of the scope of opportunity that it revealed and the synergies among the diverse and talented people that came together.  Most importantly to me, I saw the hardy seeds of Internet-based approaches to helping relationships that are clearly working and that have the potential for explosive growth as the Internet fosters a more highly connected and transparent world.  I also saw the synergy of combining the “hard technologies” of the Internet with the “soft technologies” of working with trusted networks.  Because it is so important for helping relationships to have a human face and connection, I think there could be great value in the transformational philanthropy project’s approach for identifying high leverage areas of support; specifically, relying upon regular inputs from a diverse community of trusted individuals who are in contact with “transformational initiatives” around the world. 

            If anyone would like more information about this gathering, I can be reached at:               Phone: 415-460-1796     Fax: 415-460-1797      Email: duane@awakeningearth.org

 

 

 

Appendix: Papers Presented at the Santa Fe meeting

 

 

A number of people have submitted papers for the Santa Fe meeting.  Here are key papers that can be accessed with their URL: 

 

Transformational Philanthropy, Duane Elgin and Elizabeth Share

http://www.changemakersfund.org/pdf/philanthropy.pdf

 

Can What Counts be Counted? OR Dancing the Measures of Transformation, Heather Wood Ion <http://www.givingspace.org/papers/may2002/Heather1.doc>

 

Claiming the Light: Appreciative Inquiry & Corporate Transformation, Paul Chaffee <http://www.givingspace.org/papers/may2002/Chaffee.doc>

 

Autonomy-Respecting Assistance: Toward New Strategies for Development

Assistance, David Ellerman http://www.givingspace.org/papers/may2002/ellermanARA.doc

 

Is Poverty Optional, Jeff Gates <http://givingspace.org/papers/may2002/gates.doc>

 

A savings and literacy led alternative to financial institution building, Jeffrey Ashe <http://www.givingspace.org/papers/may2002/AheWEP.doc>

 

Nabuur Overview, Heather Wood Ion <http://www.givingspace.org/papers/may2002/Heather3.doc>

 

Banking on the Poor Initiative, Jeffrey Ashe

<http://www.givingspace.org/papers/may2002/ASHEBANKING.doc>

 

Notes on Representing Institutional Dynamics, David Ellerman

<http://www.givingspace.org/papers/may2002/ellermanDYNAMICS.DOC> 

 

The Dali Lama Trust, Tony Hoeber

<http://www.givingspace.org/papers/may2002/HoeberDLT.doc>

 

An Outsiders view of philanthropy, David Brin

<http://givingspace.org/papers/dbrinEON.doc>

 

The Digital Path, Mark S. Miller and Marc Stiegler <http://www.erights.org/talks/pisa/paper/index.html>