CMW International Conference
CMW International Conference

2024

CMW International Conference

We host annual conferences in one of our members’ country to connect with our global members and exchange valuable insights.

About the Conference

Donor Trust and Participation

BBB Wise Giving Alliance hosted the event Donor Trust and Participation at the Ford Foundation Center for Social Justice in New York City, in March 2024.

This short video includes the highlights from the panel discussions and presentations. Each speaker brought important insights about the generosity crisis and the way forward. 

Below you will find the links to the videos of all the presentations and panel discussions. 

Conference Details

Date: New York, USA | March 21, 2024
Hosted by: BBB Wise Giving Alliance

Ford Foundation. 320 East 43rd Street, 10017

Conference Itinerary

Thursday, March 21st

9:30
Check-in

10:00
Welcome remarks 

10:15
Is the donor participation crisis an “American issue” or does the issue stretch globally? 

  • Burkhard Wilke, Chief Executive Officer, DZI (German Central Institute for Social Issues)
  • Javier Garcia Gutierrez, Executive Director, Confio (Building Transparent Civil Organizations in Mexico)
  • Ana Benavides, Executive Director, Fundación Lealtad (Spanish charity evaluator) 
  • Moderator: Jon Bergdoll, Associate Director of Data Partnerships, Statistician for Giving USA


11:00
The need for broad and pluralistic support. 

  • Jane Wales, VP of the Aspen Institute and Executive Director of the 
  • Program on Philanthropy and Social Innovation at the Aspen Institute. Serves as Co-Chair of the Generosity Commission.
  • Paige Rice, Senior Associate of Research, Hattaway Communications 


11:45
Keynote: Asha Curran, Chief Executive Officer, Giving Tuesday 

Lunch

1:15
Communicating impact across donor segments

  • Brady Josephson, VP of Marketing and Growth at Charity: water 
  • Patrick Greene, Artistic and Creative Specialist at Oxfam America
  • Molly Kellog, Senior MEAL Advisor for Climate Justice at Oxfam America
  • Julia Ritz Toffoli, Principal Behavioral Designer, ideas42
  • Moderator: Barbara O’Reilly, Founder and Principal, Windmill Hill Consulting


2:00

Creating Community

  • Sara Lomelin, Chief Executive Officer, Philanthropy Together (under Global Impact on Giving Circles)
  • Kim Slone, Executive Vice President, Development & Community Health, American Heart Association
  • Nathan Chapell, Senior VP, Donor Search AI (on how AI can help (or hurt) charity efforts to build community around their cause or organization)


2:45
Closing remarks

Welcome remarks

 

  • Art Taylor – Art Taylor
    President & CEO of BBB Wise Giving Alliance

 

  • Ana Benavides – President of Charity Monitoring Worldwide 

Is the donor participation crisis an “American issue” or does the issue stretch globally? 

  • Burkhard Wilke, Chief Executive Officer, DZI (German Central Institute for Social Issues)
  • Javier Garcia Gutierrez, Executive Director, Confio (Building Transparent Civil Organizations in Mexico)
  • Ana Benavides, Executive Director, Fundación Lealtad (Spanish charity evaluator) 
  • Moderator: Jon Bergdoll, Associate Director of Data Partnerships, Statistician for Giving USA

The need for broad and pluralistic support. 

  • Jane Wales, VP of the Aspen Institute and Executive Director of the 
  • Program on Philanthropy and Social Innovation at the Aspen Institute. Serves as Co-Chair of the Generosity Commission.
  • Paige Rice, Senior Associate of Research, Hattaway Communications 

Keynote: Asha Curran, Chief Executive Officer, Giving Tuesday

Communicating impact across donor segments

  • Brady Josephson, VP of Marketing and Growth at Charity: water 
  • Patrick Greene, Artistic and Creative Specialist at Oxfam America
  • Molly Kellog, Senior MEAL Advisor for Climate Justice at Oxfam America
  • Julia Ritz Toffoli, Principal Behavioral Designer, ideas42
  • Moderator: Barbara O’Reilly, Founder and Principal, Windmill Hill Consulting

Creating Community

  • Sara Lomelin, Chief Executive Officer, Philanthropy Together (under Global Impact on Giving Circles)
  • Kim Slone, Executive Vice President, Development & Community Health, American Heart Association
  • Nathan Chapell, Senior VP, Donor Search AI (on how AI can help (or hurt) charity efforts to build community around their cause or organization)

Featured Speakers

Ana Benavides

CEO of Fundación Lealtad and president of Charity Monitoring Worldwide

Asha Curran

CEO of GivingTuesday

Barbara O’Reilly, CFRE

Principal, Windmill Hill Consulting

Jon Bergdoll

Associate Director of Data Partnerships at the Lilly Family School of Philanthropy at Indiana University

Brady Josephson

VP of Marketing & Growth at charity:water

Burkhard Wilke

Executive Director of the German Central Institute for social Issues

Jane Wales

Vice President of the Aspen Institute

Julia Ritz Toffoli

Principal Behavioral Designer ideas42 on the Giving Team

Kim Slone

Executive Vice President for Development and Community Health at The American Heart Association.

Nathan Chappell

Leader, public speaker, inventor and award-winning author

Paige Rice

Researcher

Sara Lomelin

CEO of Philanthropy Together

Discover more

Previous CMW Conferences

2023 Madrid, Spain

Raising Trust

March 23-25, 2023

Hosted by: Fundación Lealtad together with the International Committee on Fundraising Organizations (ICFO).

Contact: conferencia@fundacionlealtad.org

Tel: 91 789 01 23

Venue: COAM (Colegio Oficial de Arquitectos de Madrid) C/ de Hortaleza 63, 28004 – Madrid

Program

Public Conference with lunch (simultaneous English translation).

“International conference of charity monitors: Raising trust”

In-person (9:00-16:00)

Online (9:30-14:30)

*Session recordings available here

THURSDAY, MARCH 23RD

Institutional Opening

  • Salvador García-Atance, president and co-founder of Fundación Lealtad

Two Reasons to Invest in Monitoring

  • Ana Benavides, president at ICFO and CEO of Fundación Lealtad

Monitors Around the World

  • CBF (Netherlands) – Harmienke Kloeze, CEO
  • Confío (Mexico) – Javier García, CEO
  • DZI (Germany) – Burkhard Wilke, CEO
  • ZEWO (Switzerland) – Martina Ziegerer, CEO
  • Moderator: Ana Benavides, CEO of Fundación Lealtad and president of ICFO

Do we Trust in Institutions?

  • Edelman Spain – Pelayo Alonso and Lucia Carballeda, co-general managers

United States: Different Paths to a Single Destination

  • BBB Wise Giving Alliance – Art Taylor, president and CEO
  • Charity Navigator – Michael Thatcher, president and CEO
  • Moderator: Salvador García-Atance, president and co-founder of Fundación Lealtad

Trust: A Key Component in the Third Sector

  • Fundación Exit – Nacho Sequeira, CEO
  • Manos Unidas – Guillermo González de la Torre, head of strategy and quality
  • Médicos Sin Fronteras – Raquel González, coordinator of MSF Spain
  • Moderator: Marta Colomina, CEO of Fundación PwC

Trust in Extreme Environments and Situations

  • «Desde que empezamos a estudiar la confianza hasta 2020, las ONG han sido la organización que ha liderado la confianza.»

How do Institutional Donors Select

  • Fundación Bancaria “la Caixa” – Joana Prats, director at area of relations with social entities
  • Fundación Juan Entrecanales de Azcárate – Inés Entrecanales, CEO.
  • INECO – Celestino Rodríguez, executive director of corporate coordination
  • Moderator: Patricia de Roda, CEO of Lealtad Instituciones

Prescribers Serving a Cause

  • Ángel Expósito, journalist and director of the program La Linterna at radio Cope
  • Moderator: Nathalie Picquot, director of corporate marketing, brand experience and digital engagement at Banco Santander

Closure

  • Ignacio Garralda, president of Mutua Madrileña and co-founder of Fundación Lealtad

FRIDAY, MARCH 24TH

Closed AGM (9:00-16:00)

SATURDAY MARCH 25TH

Closed part

2022 Vienna, Austria

Making your Impact Visible – In Times of Crisis and Beyond

May 12th-14th, 2022

Hosted by: Kammer der Steuerberater und Wirtschaftsprüfer (KSW) together with International Association of Charity Monitoring Organizations (ICFO)

Venue: Diplomatische Akademie Wien, Favoritenstraße 15A, 1040 Vienna

THURSDAY, May 12th

closed part

PLENARY SESSION, MAY 13TH

9:00 – 9:30

Registration

9:30 – 9:45 

Welcoming speech

-KSW

-Ana Benavides, President of International Committee on Fundraising Organizations (ICFO) and Executive Director of Fundación Lealtad, Madrid, Spain

-WWF Austria: Christoph Jordan 

9:45 – 10:15 

Talk 1 “Can you measure impact? Impact assessment tools and quality standards for NPOs.”

Christian Grünhaus, NPO Competence Center, Vienna University of Economics and Business 

10:15 – 10:45

Talk 2 “Communicate your impact! Inspiration for effective impact reporting.” 

Stephanie Müller, Phineo, Berlin

10:45 – 11:15 

Coffee break

11:15 – 12:30

Parallel Workshops

Workshop 1 (German)

“Impact communication in practise – how to draft your first impact report”

Stephanie Müller, Phineo, Berlin

Workshop 2 (German)

“The OSGS* audit – news and support for Austrian fundraising organisations and auditors”

Alexander Kastelic Halpern Prinz, Austria

Workshop 3 (English)

“Creating impact in times of crisis and beyond”

Tatjana Lulevic-Heyny Doctors Without Borders Austria

12:30 – 13:30

Lunch break

13:30 – 14:00

Talk 3 “The impact of the pandemic on the NPO sector.”

Martina Ziegerer, ZEWO, Switzerland

14:00 – 14:30

Talk 4 “20 years of OSGS* – from donation security to impact?”

Rupert Roniger, Light for the world, Austria

14:30 – 15:15

20th anniversary ceremony of the OSGS*

15:15 – 15:30

Farewell words

15:30 – 16:00

WineAid reception

SATURDAY, May 14th

closed part

*OSGS: Austrian Seal of Approval for Fundraising Organizations

2019 Prague, Czech Republic

Building and Protection of Nonprofits Credibility 

under the auspices of Prague City Council

May 24th – 26th, 2019

Hosted by: Association of Public Benefit Organizations Czech Republic (AVPO CR) together with International Association of Charity Monitoring Organizations (ICFO)   

Venue: The Old Town Hall at Old Town Square, Prague 1

Registration: 9 a.m. – 9:30 a.m.

PLENARY SESSION, MAY 24TH

9:30 a.m. – 9:45 a.m.

Welcoming speech

Martina Ziegerer, President of International Committee on Fundraising Organizations (ICFO) and executive director of Zewo Foundation, Switzerland

9:45 a.m. – 10:15 a.m.

NGO Public Image in Europe and Eurasia

David Lenett, Program Manager of Civil Society Organizations Sustainability Index for Central and Eastern Europe and Eurasia, FHI 360

10:15 a.m. – 10:45 a.m.

The Reputation of Nonprofit Organizations in the Civil Society Development

Pavol Frič, sociologists, Faculty of Social Sciences, Charles University

10:45 a.m. – 11:15 a.m.

Government funding for the Czech non-profit sector: transparent or unknown?

Vladimír Hyánek, Centre for Nonprofit Sector Research

11:15 a.m. – 11:45 a.m.

Coffee break

11:45 a.m. – 12:15 p.m.

Trusted Nonprofit Organization – What Not to Forget?

Marek Šedivý, Association of Public Benefit Organizations CR

12:15 a.m. – 12:45 a.m.

Annual Report – How to merge Transparency and Attractiveness

Burkhard Wilke, Director of Deutsches Zentralinstitut für soziale Fragen / ICFO member

12:45 p.m. – 1:00 p.m.

Award Announcement: Non-Profit Organization of the Year 2019 and Golden Banana 2019

Foundation for Civil Society Development (NROS) and AVPO CR

1:00 p.m.  – 2:00 p.m.

Lunch                                                                      

WORKSHOPS

2:00 p.m. – 2:45 p.m.

 

WORKSHOP A

Data Presentation in the Media: How to Attract Attention and Remain Trusted

Jaromír Mazák, Charles University teacher

WORKSHOP B

Protect Your Brand, It Raises Trust

Michaela Chytilová

Chytilová & spol., Patent Office

2:45 p.m. – 3:00 p.m.

Logistic break

3:00 p.m. – 3:45 p.m.

WORKSHOP C

Control System as a Tool for a Successful Nonprofit Organization

Jana Křížová, Director

Nina Mertová, Quality Manager

PFERDA Association

WORKSHOP D

Get Attention – Tell Your Story

Martin Groman, journalists

2:00 p.m. – 3:45 p.m.

WORKSHOP E

International workshop V4 Group Countries/ICFO – Seal of Approval

Moderators: Martina Ziegerer, Zewo Foundation Switzerland and Marek Šedivý, AVPO ČR   

SATURDAY, MAY 25th

closed part

SUNDAY, May 26th

closed part

2018 Mexico City, Mexico

DEVELOPING & MAINTAINING DONORS TRUST

The Role of Monitoring Agencies

May 18, 2018

Hosted by: In cooperation with Confío, A.C., México

Venue: N/A

8:30 – 9:00 Registration

9:00 Welcome

Enrique Hernandez, Confio’s board president and Homero Apodaca, from the Social Action Movement of Memory and Tolerance Museum

9:10 ICFO Presentation

Martina Ziegerer, President ICFO

9:30 Perceptions and feelings towards the U.S. charitable sector

Ezra Vazquez – D’Amico, Better Business Bureau, Wise Giving Alliance

10:00 Building confidence in corrupt environments

Jesus Gonzalez Arellano, Pacto Mundial en Mexico, President of the Board

10:40 Break

10:55 Whom do you trust? The central challenge for philanthropy in Mexico and Latin America

Dr. Michael Layton, Arizona State University, Senior Research Fellow

11:35 The Spanish experience in the development of a prosperous environment towards external assessment in Civil Society Organizations

Ana Benavides, Fundación Lealtad España, Executive Director

11:55 Finding Success in DZI Germany: 125 Years Encouraging Charity

Burkhard Wilke, Deutsches Zentralinstitut für soziale Fragen, Executive Director

12:15 Lunch

13:10 Panel 1 | Contributions to third sector through assessment and monitoring of CSOs

Sharing experiences: Curtis Towns from Canadian Charity Council, Lena Hörnblad from Svensk Insamlingskontroll, Sweden and Nathalie Blum from Comite de la Charte, France

14:00 Panel 2 | Citizen participation grounded in information and public disclosure

Sharing challenges: Ales Mrazek from Asociace verejne prospesnych organizad (AVPO), Czech Republic and Art Taylor from BBB Wise Giving Alliance, USA and Eduardo Bohórquez, Executive Director form Transparencia Mexicana

14:50 Closing remarks

Martina Ziegerer, President ICFO

2017 Berlin, Germany

CHANGING SPACES FOR CHARITIES

The Impact on Monitoring Agencies

6th of June 2017

Hosted by: In cooperation with Stiftung DZI, Germany

Venue: Bahn Tower, Potsdamer Platz, Berlin-Mitte

Agenda

10:00 Welcome

Gerhard TIMM, Board Member DZI

Martina ZIEGERER, President ICFO

Moderation: Burkhard WILKE, Executive Director DZI

Part 1: Changing Spaces for Charities: External and Internal Challenges and Possibilities

10:15 A Changing Space for Civil Society – Scientific Perspectives Impulse Statements

prepared by Members of the Tocqueville Forum, Berlin

1. Charities and Democracy, Rupert, Graf STRACHWITZ Maecenata Stiftung

2. Internal Changes, Mareike ALSCHER, Humboldt-Universität zu Berlin

3. Changes Through the Logic of Civil Society and Citizin, Susanne RATKA, Community Research Project

11:15 Questions and Answers concerning the Introductory Statements

11.30 Shrinking Spaces for NGOs? Practical Experiences and Political Statements

Christine MEISSLER, VENRO / Brot für die Welt, Berlin

11.50 Charities, Monitoring, Regulation in India

Harish VASHISTHA, Credibility Alliance, New Delhi

12:15 Lunchtime

13:15 The New Charity Law in China Transparency and Accountability

Youping Liu, China Charity Alliance, Beijing

13:40 The Chinese NPO Sector Challenges and Potentials

Kristin SHI-KUPFER, MERICS – Mercator Institute for China Studies, Berlin

14:00 Panel Discussion „Changing Spaces“

Christine MEISSLER

Rupert Graf STRACHWITZ

Harish VASHISTHA

Kristin SHI-KUPFER

14:30 Coffee Break

Part 2: OECD /FATF Policy against Money Laundering and Terrorist Financing – The Impact on Charities and Monitoring Agencies

15:00 FATF Recommendations and NPO Results of Recent Peer Reviews and Outlook on Evaluating the German Sector

Hanna SURMATZ European Foundation Centre (EFC), Brussels

(Relevant information can be found here: www.fatfplatform.org)

15:20 Preventing Terrorist Financing AND Supporting Humanitarian Aid

Bodo von BORRIES, VENRO, Berlin

15:40 Panel „Charities and Terrorist Financing“

Hanna SURMATZ

Bodo von BORRIES

16:00 Collaboration between Charities as a Potential to develop Spaces for Charities

Art H. TAYLOR, BBB Wise Giving Alliance, Washington D.C.

16:20 Wrap-up and Closing Remarks

Martina ZIEGERER, President ICFO

*** Thank you!

Deutsche Bahn Stiftung gGmbH kindly supports the Open Conference 2017 of ICFO and DZI.

*** Please note: Conference language is English

Please arrive at the entrance of BahnTower early enough (09:15 to 09.45) so that you have sufficient time in order to to pass security, take the elevators and to complete registration on 21st Floor.

Because of security procedures at BahnTower, only participants with confirmed registration can be given access to the building.

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Established in 1958, Charity Monitoring Worldwide is a global authority on charity accountability, devoted to fostering donor trust and upholding the ethical use of donations through rigorous standards and monitoring.