CMW International Conference

Programm

We focus on global trends in the charity sector and the challenges involved for national monitoring organizations: New fundraising channels based on internet-technology, mobile phones and apps are coming up. At the same time, international NGOs develop fundraising activities in different local markets. More and more charities need to prove that they are transparent and accountable for what they do. What do donors, development agencies and NGOs in this context expect from national monitoring organizations?

Welcome – Trix Heberlein, President of the Board of Zewo Foundation, Switzerland

Presentations

• Engaging an Evolving Civil Society – Rollin van Broekhoven, President ICFO, USA
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• Funding the Future – John Low, Chief Executive, Charities Aid Foundation, UK
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• What about Donors? Fundraising Trends, Risks & Recommendations – Art Taylor, President and CEO, BBB Wise Giving Alliance, USA.
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• International Fundraising: Business Models and Challenges for Monitoring Agencies – Burkhard Wilke, Executive Director, Deutsches Zentralinstitut für soziale Fragen (DZI), Germany
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• How does an International Development Agency Enforde Accountability? – Ruerd Ruben, Director, Policy and Operations Evaluation Department / IOB – Ministry of Foreign Affairs, Netherlands, Member of OECD/DAC Network on Development Evaluation
• Requirements of the Swiss Development Agency Towards NGOs – Frédéric Noirjean, Economic Advisor, Institutional Partnerships, Swiss Agency for Development and Cooperation (SDC)
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• What Role Can a National Monitoring Agency Play in Institutional Fundraising? – Patricia de Roda, General Manager, Fundación Lealtad, Spain

Panel Discussion: Challengens for Monitoring Charities – Moderator: John Pellowe, Chief Executive Officer, Canadian Council of Christian Charities (CCCC), Canada

• Adri Kemps, General Secretary, International Committee on Fundraising Organizations (ICFO)
• John Low, Chief Executive, Charities Aid Foundation ( CAF)
• Caroline Morel, Executive Director, Swissaid
• Ruerd Ruben, Director, Ministry of Foreign Affairs, Netherlands
• Konrad Specker, Head Institutional Partnerships, Swiss Agency for Development and Cooperation (SDC)
• Martina Ziegerer, Executive Director, Stiftung Zewo

Closing Remarks – Rollin van Broekhoven, President of ICFO

Welcome

• Rev. John Pellowe, Chief Executive Officer, Canadian Coucil of Christian Charities, CCCC
• Rollin von Broekhoven, President ICFO

Morning

• Policy Priorities for the Charities Directorate: Fundraising Expenses Allocation – Foreign Activities – Advancement of Religion by Bryan McLean, Director, Policy, Planning and Legislation Division, Charities Directorate, Canada Revenue Agency
• Public Policy Options for private Generosity by Michael Van Peit, President Cardus Canada
• Compliance Division Overview and Major Compliance Issues by Danie Huppé-Cranford, Director of Compliance, Charities Directorate, Canada Revenue Agency

Afternoon: Transparency and Effectiveness. Where is the Donor’s Money going?

Session 1: Transparency – Moderator: Reinhard Uhrig, Action against Terrorism Unit (ATU) OSCE Secretariat, Austria

• NPO Regulation, Transparency and Fraud Prevention – International Developments, Challenges and Capacity Building by Radha Ivory, Resarch Assistant, Faculty of Law, University of Basel, Switzerland
• The Global Mapping of NPO’s Transparency, Monitoring and Certification Tools by Michel Hammer, Executive Director, One World Trust, United Kingdom

Session 2: Effectiveness

• BBB’s Project on Charity Effectiveness by Bennett M. Weiner, Chief Operating Officer, BBB / Wise Giving Alliance, U.S.A.
• Brief Reports on Effectiveness Trends in other ICFO Countries
• Canada, Rev. John Pellowe, Chief Executive Officer, CCCC Canada
• Switzerland, Martina Ziegerer, Executive Director, Zewo, Switzerland
• Germany, Burkhard Wilke, Executive Director, DZI, Germany

Wrap-up and Closing Remarks – Rollin van Broekhoven, President ICFO

Working Conference

• Opening and Welcome – Adri Kemps Director CBF
• International taxation of philanthropy and the “Persche” case of the European Court of Justice –
• Ineke A. Koele, Benvalor Attorneys at Law, Tax Lawyers
• Donors perspective – Felix Cohen Member of General Council
• PlanLive and Transparency – Quirine van Heek Director of Finance and Administration Plan Nederland
• The Intosai Tsunamy Relief Evaluation – Egbert Jongsma Audit Manager at Netherlands Court of Audit, Appendices

Round table discussion: Mechanisms to strengthen donors’ trust

Moderator: Burkhard Wilke, Secretary General of ICFO

Public Part

• Welcome – Henk Koning, Chairman CBF, former President of Netherlands Court of Audit
• Engaging public trust and donor loyalty – Rollin van Broekhoven, President ICFO
• Registration of charities in Europe – Ricco Dun Chamber of Commerce NL, Board Member European
• Business Register for Not-for-Profit Law
• Oversight mechanisms of charities – Nilda Bullain, Director European Center for Not-for-Profit Law
• Fiscal aspects of international fundraising – Marnix van Rij – Partner Ernst & Young, Tax Advisors
• The INGO Accountability Charter – Gerd Leipold, Executive Director Greenpeace International

Panel discussion with questions & answers

Moderator: Adri Kemps, Director CBF

• Closing remarks – Burkhard Wilke, Secretary General ICFO

Welcome and Opening Speeches

• Ingrid Stahmer, Chairperson DZI
• Rollin van Broekhoven, President ICFO
• Niels Lund Chrestensen, Vice President DIHK
• Axel Nawrath, State Secretary, German Federal Ministry of Finance

Presentations

• Importance of Self Regulation and Independent Monitoring vs. State Regulation, Government, the third sector and monitoring agencies – Diana Aviv, President Independent Sector, Washington D.C., U.S.A
• Development of the Third Sector in the global Setting – Helmut Anheier, Centre for Social Investment University of Heidelberg, Germany
• Charities, Social Cohesion and Public Opinion – Valerio Melandri, Director of the Master in Fundraising, University of Bologna, Italy
• ICFO’s Mission and new Challenges in Charity Certification – Burkhard Wilke Secretary General ICFO
• Evaluation and Quality Measurement in NGOs. The case of humanitarian and development aid – Niels Dabelstein, Danish Institute for International Studies, Denmark
• Self Regulation vs. Certification. Why Self Regulation is unlikely to win. – Andreas Ortmann CERGE-EI, Charles University Prague, Czech Republic

Round Table Discussion

Monitoring Charities in the 21st Century – Jos Zwartjes, Moderator

• Helmut Anheier
• Diana Aviv
• Andreas Ortmann
• Martina Ziegerer, Board Member ICFO

Wrap-up and Closing Remarks

• Rollin van Broekhoven, President ICFO
• Burkhard Wilke, Secretary General ICFO

Presentations

• Transparency and integrity for the civil economy development. The strategy of the new Agenzia per le Onlus –Stefano Zamagni, Presidente Agenzia delle Onlus/NPO, Government Agency Chairperson
• ICFO mission and new challenges – Burkhard Wilke, Secretary General ICFO
• Independent monitoring and stakeholder representation – Lorenzo Sacconi, Director of Econometica, Trento University, Italy
• Outcome Evaluation: Social Reporting of NPO – Gionvanni Stiz, Partner Seneca sri, Italy
• “Giving Europe” – Establishing European charitable statistics – Theo N.M. Schuyt, Professor Philanthropic Studies, Free University of Amsterdam, the Netherlands
• New European Fundraising Standards (EFA) – Beatrice Lentati, Director EFA, European Fundraising Association, and Chairperson ASSIF, Italian
• Fundraisers Association. The new International Non-Governmental Organizations (INGO) Accountability Charter – Burkhard Gnaerig, Director Berlin Civil Society Center
• Ratings and direct comparisons. When are they useful? Donors social rating. Italian case histories –Davide Dal Maso, Head of SRI, Avanz SRI, Research / Vigeo
• USA best practices – Rollin van Broekhoven, President of ICFO