GIFE CENSUS 2018

1 Infographic

Diversity in the field
of Private Social Investment

Data from the GIFE Census points to varying characteristics in terms of types of organizations, locations, sizes, styles and operating strategies. Although some of these criteria stand out more than others, certain areas show a trend of increased diversity. There are organizations of different sizes in terms of budget and a wide range of operating strategies. Even though most of the organizations who responded were from the corporate area, in recent editions of the Census there has been a trend towards an increase in family associations and foundations. In addition, organizations are mainly located in the state of São Paulo and in the southeast of the country. Furthermore, the number of social investors executing their own projects was greater than practicing grantmaking in the past, with the 2018 GIFE Census indicating an increase in the grantmaker profile compared to 2016.

TYPES OF SOCIAL INVESTORS
Representation
65
OF THOSE WHO RESPONDED ARE CORPORATE ASSOCIATIONS/ FOUNDATIONS AND CORPORATIONS, REPRESENTING OVER HALF THE ORGANIZATIONS THAT RESPONDED TO THE 2018 GIFE CENSUS
Organizations by type of investor (2018)
133
ORGANIZATIONS RESPONDED TO THE GIFE CENSUS
Family Associations/ Foundations 29 Independent Associations/ Foundations 18 Corporations 17 Corporate Associations/ Foundations 69 52% Corporate Associations/ Foundations 22% Family Associations/ Foundations 13% Independent Associations/ Foundations 13% Corporations
FAMILY ASSOCIATIONS/ FOUNDATIONS GREW FROM 8% TO 22% BETWEEN 2008 AND 2018
CORPORATIONS FELL BY 11 PERCENTAGE POINTS BETWEEN 2008 AND 2018
INDEPENDENT ASSOCIATIONS/ FOUNDATIONS WERE ALMOST UNCHANGED WITH A VARIATION OF 1 PERCENTAGE POINT BETWEEN 2008 AND 2018
LOCATION OF THE ORGANIZATIONS AND THEIR PROJECTS/ PROGRAMS
Organizations by region where projects/ programs are supported or operated (2018)
Operation
Location
Even though the concentration of projects/programs is greater in the Southeast and Northeast regions and lower in the North, there is an overall trend of diversification in regions of operation.
26%
North Region
35 organizations
1%
North Region
1 organization
46%
Northeast Region
61 organizations
5%
Northeast Region
6 organizations
35%
Central-West Region
46 organizations
5%
Central-West Region
6 organizations
71%
Southeast Region
94 organizations
86%
Southeast Region
114 organizations
35%
South Region
47 organizations
5%
South Region
6 organizations
Note: Values correspond to the percentage of organizations that indicated they were working in the region on any of the 932 projects cited by the 133 organizations that responded to the 2018 GIFE Census.
The number of organizations located in the central-west and northeast increased from 2016 to 2018.
The percentage of organizations located in São Paulo fell 3 percentage points from 2016 to 2018
74% in the city of São Paulo
A SIGNIFICANT PROPORTION OF THE ORGANIZATIONS HAVE THEIR HEADQUARTERS IN THE SOUTHEAST OF THE COUNTRY, THE MAJORITY IN THE STATE OF SÃO PAULO
86% of the 133 organizations are located in the southeast, and the city of São Paulo hosts 74% of their headquarters. This figure is lower than in 2016 when 89% of organizations who responded to the Census were located in the southeast of the country.
VOLUME OF INVESTMENT
R$ 3.25 billion
R$ 25,400,734.93
AVERAGE
?
THIS IS THE TOTAL VOLUME OF INVESTMENT DIVIDED BY THE NUMBER OF ORGANIZATIONS THAT RESPONDED REGARDING THEIR INVESTMENT IN THE 2018 GIFE CENSUS.
R$ 6,706,517.00
MEDIAN
?
THIS IS THE CENTRAL VALUE IN THE LIST, GOING FROM THE LOWEST TO THE HIGHEST VOLUME OF INVESTMENT OF THOSE WHO RESPONDED TO THE 2018 GIFE CENSUS.
Social investment has become stronger over the last decade and maintained an average total volume of R$ 3.3 billion in the period, although it has suffered the impact of an unfavourable climate – given the international financial crisis and the political and economic scenario in Brazil in recent years. Check the Census
Growth of total volume of investment (2008-2018)
3.55 44.3 3.23 31.6 3.17 28.5 3.25 32.5 3.73 36.2 3.56 33.6 3.82 35.7 2.99 28.5 2.90 25.9 3.31 26.3 3.25 25.4 Respondents % of total variation Total value of investments, updated by the IPCA (in billions of Brazilian Real) Average value invested, updated by the IPCA* (in millions of Brazilian Real)
Note: for Corporations, the question was about the budget of the department that administers the organization’s social investment.
*IPCA (in Portuguese, Índice Nacional de Preços ao Consumidor Amplo), refers to the National Index of Price to the Ample Consumer.
Organizations by range of volume of investment (2018)
SELECT THE INVESTOR TYPE:
Total
CORPORATIONS
CORPORATE ASSOCIATIONS/ FOUNDATIONS
FAMILY ASSOCIATIONS/ FOUNDATIONS
INDEPENDENT ASSOCIATIONS/ FOUNDATIONS
Most organizations invest up to R$ 6 million. All categories of social investors include both large and small organizations.
25,400,734.93
TOTAL
25,400,734.93
AVERAGE
6,706,517.00
MEDIAN
35 organizations 26% Over R$ 6 million up to R$ 20 million 20 organizations 15% Over R$ 20 million up to R$ 50 million 11% Over R$ 50 million 14 organizations 4% Not informed 5 organizations 59 organizations 44% Up to R$ 6 million
6 organizations 35% Over R$ 6 million up to R$ 20 million 2 organizations 12% Over R$ 20 million up to R$ 50 million 2 organizations 12% Over R$ 50 million 2 organizations 12% Not informed 5 organizations 29% Up to R$ 6 million
Note: for Corporations, the question was about the budget of the department that administers the organization´s social investment.
15 organizations 22% Over R$ 6 million up to R$ 20 million 10 organizations 14% Over R$ 20 million up to R$ 50 million 8 organizations 12% Over R$ 50 million 1 organization 1% Not informed 35 organizations 51% Up to R$ 6 million
8 organizations 28% Over R$ 6 million up to R$ 20 million 4 organizations 14% Over R$ 20 million up to R$ 50 million 2 organizations 7% Over R$ 50 million 1 organization 3% Not informed 14 organizations 48% Up to R$ 6 million
6 organizations 33% Over R$ 6 million up to R$ 20 million 4 organizations 22% Over R$ 20 million up to R$ 50 million 2 organizations 11% Over R$ 50 million 1 organization 6% Not informed 5 organizations 28% Up to R$ 6 million
TYPE OF OPERATION AND GRANTMAKING
IN 2018 THE VOLUME OF GRANTMAKING INCREASED
Total volume of investment by type of budgetary expenditure (2011, 2014, 2016 and 2018)
Third party projects, programs and management (grantmaking) Own projects and programs Administrative/ infrastructure expenditure See graph as: Bar chart Line graph 10% R$3,2 bilhões
GRANTMAKING
Grantmaking, which increased between 2016 and 2018, involves fundings transferred to civil society organizations, as well as to universities and academic institutions, public administration bodies in all areas, and social impact businesses, among others. It is possible that one organization may transfer resources to third parties and also carry out its own projects. This occurs to a lesser or greater extent among those who responded to the GIFE Census.
The value of grantmaking in 2018 was R$ 1.14 billion, an increase of 100% in comparison with 2016, when the total value was R$ 573 million (figure updated by the IPCA). Grantmaking grew from 21% of total investment, in 2016 to 35% in 2018, the highest ratio on record.
Check the Census
A 2018
Essentially grantmaker
Work mainly focussed on grantmaking (over 90% of project resources, excluding administrative costs, to support/ finance third party projects).
Essentially executer
Work mainly focussed on operating/ executing own projects (over 90% of project resources, excluding administrative costs, for own projects).
Hybrid
Work focussed on both, directly executing own projects and on supporting/ financing other organizations.
THERE WERE MORE SOCIAL INVESTORS WITH A GRANTMAKER PROFILE IN 2018
Organizations by type of operation (2011, 2014, 2016, 2018)
52% 45% 41% 32% 37% 43% 40% 38% 23% 15% 18% 16% 2011 2014 2016 2018 executer Essentially Hybrid grantmaker Essentially
INCREASE
in the proportion of organizations that are grantmakers
2018 2018 16% 23%
The trend has been towards a reduction in the proportion of hybrid social investors, in other words, those who are grantmakers but also execute their own projects. The majority are still investors who are executers, but the proportion of grantmaker organizations increased from 16% in 2016 to 23% in 2018.
Check the Census
GIFE Census
2016
BETWEEN
GIFE Census
2018
The number of family associations/ foundations operating as grantmakers dropped with an increase in executers
The number of independent associations/ foundations operating as hybrid dropped with an increase in grantmakers
The number of corporations and corporate associations/ foundations operating as executers dropped with an increase in grantmakers
Organizations by type of operation (2018)
  • Essentially grantmaker
    ?
    Work mainly focussed on grantmaking (over 90% of project resources, excluding administrative costs, to support/ finance third party projects).
  • Primarily grantmaker
    ?
    Transfers between 70% and 90% of its resources, excluding administrative costs, to third parties.
  • Hybrid
    ?
    Transfers between 50% and 70% of its resources, excluding administrative costs, to third parties.
  • Primarily executer
    ?
    Between 70% and 90% of its resources, excluding administrative costs, are for executing its own projects
  • Essentially executer
    ?
    Work mainly focussed on operating/ executing own projects (over 90% of project resources, excluding administrative costs, for own projects).
53 organizations 30 organizations 13 organizations 24 organizations 13 organizations
Increased focus on executing own projects predominates in all types of social investors, except for corporations
OPERATION STRATEGIES
Operation strategies adopted by the organizations on their projects and programs vary greatly
AROUND AROUND adopt an average of adopt the most Strategies Strategies Strategies AROUND adopt the fewest ORGANIZATIONS FAMILY ASSOCIATIONS AND FOUNDATIONS CORPORATIONS
Organizations by types of strategies adopted (2018)
Strengthening Institutions
Education/ Training
Public Sector
Social investors’ strategies are mainly aimed at strengthening institutions, education/ training activities and supporting the public sector
Check the Census
74%
Actions for mobilization/ raising awareness/ articulation
70%
Articulation and strengthening networks
70%
Strengthening organizations/ groups/ communities
59%
Promoting events, talks, seminars
54%
Teaching and training for children, youths, members of the community
50%
Support for developing public policy
47%
Elaborating publications and/ or material on the topic of the project/ program
45%
Developing and passing on technology/ methodology/ innovation
45%
Direct assistance for the project/ program´s target audience
44%
Communication regarding specific causes or groups of people
41%
Leadership training
40%
Training for public service professionals
39%
Promoting and strengthening entrepreneurship
36%
Support/ financing for organizations and individuals
34%
Support for research or producing scientific knowledge and dissemination
34%
Training of civil society organizations collaborators/ employees
29%
Support for intellectual and cultural production
28%
Volunteer work
24%
Advocacy
24%
Technical and administrative support for civil society organizations
23%
Sponsorship/ support for cultural and sporting activities
22%
Technical and administrative support for public administration
18%
Building of spaces, carrying out construction work/ refurbishment
17%
Donation of food/ material/ equipment
15%
Obtaining certificates
15%
Awards
14%
Social control/ monitoring public authorities
14%
Development and support for social impact businesses
13%
Study and mitigation of impact
13%
Scholarships/ Fellowships/ Grants
12%
Conservation of spaces and public, historical, cultural and biological heritage
11%
Others
8%
Social/ legal aid
3%
Direct management of public equipment and conservation units
Realização
GIFE
Apoio
AV. BRIGADEIRO FARIA LIMA, 2413 - 1º ANDAR - CONJUNTO 11
JARDIM PAULISTANO - SÃO PAULO/SP - CEP: 01452-000
[email protected] | +55 11 3816-1209

Desenvolvido por Wiidoo Tecnologia