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Annual Report 2011 Fondation Philanthropia - Lombard Odier

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<strong>Annual</strong> <strong>Report</strong> <strong>2011</strong><br />

<strong>Fondation</strong> <strong>Philanthropia</strong>


Chairman’s foreword<br />

For seven generations, the partners of<br />

<strong>Lombard</strong> <strong>Odier</strong> have shared the conviction<br />

that capital must serve society and<br />

be a positive force for change, a vision<br />

our Firm expresses not just in the way<br />

we manage our business, but also in our<br />

philanthropic commitment to the planet<br />

and the city of Geneva.<br />

Two hundred years of social commitment have<br />

taught us that giving is a wonderful yet challenging<br />

art. That is why we decided to share our philanthropic<br />

experience and expertise with our clients<br />

through philanthropic advisory services rooted in<br />

our own tradition of giving. We offer support in<br />

designing giving strategies that meet philanthropic<br />

aspirations, in selecting the right donation method<br />

and in enhancing impact on the ground.<br />

As part of these philanthropic advisory services,<br />

we have created <strong>Fondation</strong> <strong>Philanthropia</strong>, a dedicated<br />

umbrella structure to make giving easier and<br />

more secure. It consists of a simple, flexible vehicle,<br />

drawing on a wide range of skill sets and offering<br />

tailored solutions to the sometimes complex but<br />

always very personal journey that is philanthropy.<br />

In this second annual report, we are proud to pay<br />

tribute to the numerous projects that the Foundation<br />

has supported and to its donors whose<br />

generosity has not wavered despite the current<br />

economic difficulties. The many projects supported<br />

by <strong>Fondation</strong> <strong>Philanthropia</strong> offer very concrete<br />

proof of our clients’ dynamic and diverse commitment<br />

to a fairer, more responsible, and more<br />

sustainable world.<br />

Thierry <strong>Lombard</strong><br />

Chairman of the Board of <strong>Fondation</strong><br />

<strong>Philanthropia</strong><br />

3


Contents<br />

About us<br />

8 Our mission<br />

9 Our strengths<br />

10 Our approach<br />

11 Our structure<br />

Perspectives on the added value<br />

of umbrella foundations<br />

16 Interview with Karin Jestin, Board<br />

Member of <strong>Fondation</strong> <strong>Philanthropia</strong> and<br />

Benoît Merkt, partner of the law firm<br />

Lenz & Staehelin<br />

Activity report <strong>2011</strong><br />

20 Our grants<br />

24 Our beneficiaries<br />

30 Our funds<br />

Our thematic funds: a selection<br />

of projects<br />

34 The Kenya Red Cross Society<br />

Responding to the food crisis<br />

Interview with Abbas Gullet, Secretary<br />

General of Kenya Red Cross Society<br />

38 Centre de la Mémoire<br />

Supporting research into neurodegenerative<br />

diseases<br />

Interview with Prof. Patrick Aebischer,<br />

President of the Swiss Federal Institute<br />

of Technology in Lausanne and Professor of<br />

Neurosciences<br />

42 Equipes Saint-Vincent<br />

Promoting literacy among vulnerable<br />

immigrant women<br />

44 SOS SAHEL<br />

Fostering sustainable agriculture<br />

and fighting against desertification<br />

Our personal funds: a selection<br />

48 Personalized gift fund: Blaise Lenoir<br />

scholarship<br />

Interview with Katia Cruz, 2009 winner<br />

50 Donor-advised fund: Carlo fund<br />

Interview with the donor<br />

54 Donor-advised fund: Citrina Fund<br />

An expert’s view of the impact of grantmaking<br />

foundations<br />

56 Interview with Beate Eckhardt,<br />

Secretary General of SwissFoundations<br />

Stand Proud beneficiary<br />

in the Democratic Republic of Congo 5


About us<br />

Micro-entrepreneur supported by the Association<br />

for right to economic initiative (Adie)


Our mission<br />

To facilitate and realize our clients’<br />

philanthropic commitments<br />

In 2008 we created <strong>Fondation</strong> <strong>Philanthropia</strong>, an<br />

umbrella foundation and registered Swiss charity,<br />

to assist and support donors in their philanthropic<br />

commitments.<br />

<strong>Fondation</strong> <strong>Philanthropia</strong> is an active, dedicated<br />

and exclusive partner that makes philanthropy<br />

simpler and easier for donors.<br />

What is an umbrella<br />

foundation?<br />

An umbrella foundation is an independent<br />

foundation that enables donors to realize their<br />

philanthropic aspirations by contributing to existing<br />

pooled funds or by creating their own personal<br />

funds.<br />

<strong>Fondation</strong> <strong>Philanthropia</strong> is based on this model.<br />

It gives donors the opportunity to support<br />

good causes through its thematic funds or to<br />

undertake more personal projects on a strategic<br />

and permanent basis by creating customized funds<br />

tailored to the donor’s wishes.<br />

8<br />

Our philanthropic tradition<br />

stems from our concern for others.


Our strengths<br />

Tradition<br />

The Firm’s philanthropic tradition has been built,<br />

developed, and strengthened by the seven generations<br />

of partners who have headed <strong>Lombard</strong> <strong>Odier</strong><br />

for over 200 years. It is a tradition that is embedded<br />

in our philosophy and our values and is key to our<br />

long-term approach and focus on our responsibility<br />

to society and future generations.<br />

Expertise<br />

Donors can draw on the services of a multi-disciplinary<br />

team entirely dedicated to philanthropy.<br />

Alongside our legal and financial experts, our philanthropy<br />

advisors use their deep knowledge of the<br />

sector to find the solutions best suited to donors’<br />

aims and seek to maximize the effectiveness and<br />

impact of their donations.<br />

Support<br />

As philanthropy is often a very personal matter,<br />

each of our donors receives individual support and<br />

assistance within <strong>Fondation</strong> <strong>Philanthropia</strong>. Trust is<br />

key to the support and to the close relationship that<br />

we build with our donors every step of the way,<br />

from identification of their goals, to selection and<br />

monitoring of the projects that are a true fit<br />

for their ambitions.<br />

Continuity<br />

Some donors are extremely keen to ensure that<br />

their philanthropic commitment is long-lasting<br />

and to protect it from changes in governance and<br />

regulations and from possible succession problems.<br />

<strong>Fondation</strong> <strong>Philanthropia</strong>, which enjoys the backing<br />

of a bicentenary institution, offers the best assurance<br />

that our donors’ wishes and objectives will<br />

continue to be honored year after year.<br />

9


Our approach<br />

Simplicity<br />

We make philanthropy simpler and easier by offering<br />

different ways of giving:<br />

Thematic funds for donors wishing to promptly<br />

support pre-selected projects.<br />

Sheltered funds for donors wanting to be more<br />

actively involved in choosing projects and allocating<br />

their donations.<br />

All the solutions proposed by <strong>Fondation</strong> <strong>Philanthropia</strong><br />

allow to reduce administrative tasks and<br />

operating costs.<br />

Freedom<br />

Our approach aims to maintain donors’ freedom<br />

of choice, to respect their intentions and desire<br />

for personal involvement and their wish for either<br />

privacy or public association with the projects they<br />

support.<br />

Donations can take various forms, all of which<br />

combine resource flexibility with assurance of<br />

lasting impact.<br />

10<br />

Simplicity and freedom –<br />

the two facets of our approach


Our structure<br />

<strong>Fondation</strong> <strong>Philanthropia</strong><br />

offers unique advantages that<br />

stem from the philanthropic<br />

engagement of the Partners<br />

and of the Firm 11


Contributing via thematic funds<br />

Thematic funds provide a simple, quick,<br />

and secure way of donating in complete<br />

confidence by selecting from among<br />

four areas of intervention. <strong>Fondation</strong><br />

<strong>Philanthropia</strong> selects the organizations<br />

to be supported and can take action,<br />

depending on the situation, at local,<br />

regional, or international level.<br />

Moreover, the pooling of funds allows<br />

to increase the impact of each donor,<br />

irrespective of the size of their donation.<br />

Humanitarian<br />

and social issues<br />

Whether it’s responding to emergencies (conflicts,<br />

natural disasters, crises) or dealing in the long term<br />

with poverty and vulnerability, humanitarian and<br />

social action is vital at a time when so many people<br />

have no access to essential services such as food,<br />

health, housing, education, jobs etc.<br />

Scientific<br />

and medical research<br />

Scientific and medical research has saved millions<br />

of lives, increased life expectancy world-wide, and<br />

improved the living conditions of many communities.<br />

By supporting research, we can push forward<br />

the boundaries of knowledge and discover some of<br />

the solutions to our problems.<br />

12<br />

Culture<br />

and education<br />

Culture and education are fundamental to human<br />

development. Transmitting knowledge and sharing<br />

a common culture are essential not just for social<br />

progress and cohesion, they also offer individuals a<br />

chance to control their own destinies and create a<br />

new future for their communities and themselves.<br />

Environment and<br />

sustainable development<br />

Demographic growth and current models of economic<br />

development are putting increasing pressure on<br />

our fragile environment. Deforestation, pollution,<br />

climate change, overexploitation of natural<br />

resources, and decreasing biodiversity are just some<br />

of the many threats to our planet.


S’engager Committing à travers via personal funds<br />

les Fonds Abrités<br />

<strong>Fondation</strong> <strong>Philanthropia</strong>’s personal<br />

funds are more tailored solutions that<br />

allow donors to become involved – with<br />

confidence and in the long-term– in the<br />

intervention areas they have themselves<br />

selected.<br />

Personalized<br />

gift funds<br />

Donors can create a specific fund to tackle an issue<br />

or to support a cause that is particularly important<br />

to them. The donor decides the amount of support<br />

required - which can range from basic administrative<br />

support, to the selection and monitoring<br />

of beneficiary organizations - and can name the<br />

fund and run communication campaigns about its<br />

activities.<br />

Donor-advised<br />

funds<br />

A donor-advised fund requires greater personal<br />

involvement by the donor in both the design and<br />

the management of the philanthropic endeavor.<br />

Donors can choose the areas and projects to be<br />

supported and can change the fund’s purpose<br />

over time. They can also associate family, friends,<br />

and experts by creating an advisory committee to<br />

make recommendations to the Board of Trustees of<br />

<strong>Fondation</strong> <strong>Philanthropia</strong>.<br />

13


Our governance<br />

The Board of Trustees<br />

The Board of Trustees ensures that <strong>Fondation</strong><br />

<strong>Philanthropia</strong> is run well, fulfills its missions and<br />

complies at all times with the wishes of each donor.<br />

It meets four times a year and its members, who<br />

have complementary skills, are all very personally<br />

committed to philanthropy.<br />

Thierry <strong>Lombard</strong><br />

Chairman, Managing Partner<br />

of <strong>Lombard</strong> <strong>Odier</strong> & Cie.<br />

A sixth generation partner, Thierry <strong>Lombard</strong> has<br />

published numerous books on family-run companies,<br />

philanthropy and investment. He sits on<br />

the boards of several companies, foundations and<br />

associations, especially in the humanitarian and<br />

environmental fields. He also chairs the ‘ICRC Corporate<br />

Support Group’ and Family Business Network.<br />

Anne-Marie de Weck<br />

Deputy Chair, Managing Partner of<br />

<strong>Lombard</strong> <strong>Odier</strong> & Cie.<br />

Anne-Marie de Weck has a legal background and<br />

has headed the Private Clients Unit since 1999. She<br />

is personally committed to numerous philanthropic<br />

initiatives, especially in the field of culture and arts.<br />

14<br />

Denis Pittet<br />

Secretary, Partner of the Private Holding company<br />

and Head of the Legal, Fiscal & Compliance Department<br />

at <strong>Lombard</strong> <strong>Odier</strong> & Cie.<br />

Denis Pittet brings a wealth of legal and tax expertise<br />

to the Board. He is involved personally and with<br />

his family in several philanthropic projects.<br />

Karin Jestin<br />

Board Member, Secretary General of <strong>Fondation</strong><br />

<strong>Lombard</strong> <strong>Odier</strong>.<br />

A member of several foundation boards, Karin<br />

Jestin joined the board of SwissFoundations, the<br />

association of Swiss grant-making foundations, in<br />

<strong>2011</strong>. She brings to the Board her hands-on view and<br />

operational expertise in the humanitarian sector,<br />

especially within the International Federation of Red<br />

Cross and Red Crescent Societies.<br />

The members of the Board of the Foundation act<br />

on a purely voluntary basis.<br />

The main mission of the Foundation<br />

Board is to ensure that donors’<br />

wishes are respected over the<br />

long term.<br />

Anne-Marie de Weck


The selection process<br />

Projects submitted to the Board of <strong>Fondation</strong><br />

<strong>Philanthropia</strong> have already been through rigorous<br />

research and due diligence. Together with each<br />

donor, our philanthropy experts draw a giving strategy<br />

and then research, analyse and select projects<br />

accordingly.<br />

Projects are finally submitted to the Board<br />

for approval to ensure they match the donor’s<br />

aspirations and wishes.<br />

Transparency<br />

<strong>Fondation</strong> <strong>Philanthropia</strong> is a registered charity<br />

subject to Swiss supervision. It publishes an annual<br />

report addressed to donors and other stakeholders<br />

that details its activities and the projects it supports.<br />

Customized reports are also available<br />

to donors on request.<br />

Trust is the key to an effective<br />

relationship and it is our job to<br />

ensure donors share that trust.<br />

Denis Pittet<br />

Thierry <strong>Lombard</strong><br />

Anne-Marie de Weck<br />

Denis Pittet<br />

Karin Jestin<br />

15


Perspectives on the added value<br />

of umbrella foundations<br />

Interview with Karin Jestin, member of the Board of <strong>Fondation</strong><br />

<strong>Philanthropia</strong> and Benoît Merkt, partner in the law firm Lenz & Staehelin<br />

How are donors and Swiss philanthropy in general<br />

bearing up in these financially unstable times?<br />

Benoît Merkt<br />

From my work as legal advisor to donors and<br />

foundations, I get the impression that the recession<br />

has not so much put the brakes on philanthropy<br />

itself as impacted how it works. There is clearly<br />

an awareness that the funds available are limited,<br />

synergies are needed, the best use must be made<br />

of existing resources and that wherever possible<br />

administrative costs must be cut and the impact of<br />

donations improved.<br />

What difficulties might donors face?<br />

Karin Jestin<br />

Potential donors need to answer a number of questions<br />

and then draw up a roadmap. First of all, they<br />

have to identify the cause or causes that interest<br />

them and the type of organization they would like<br />

to support. But they also need to decide how personally<br />

involved they or their families wish to be. This<br />

is where philanthropic advice comes in, making the<br />

process easier – we listen to donors’ concerns and<br />

support them throughout the process to help them<br />

achieve their goals and enhance the impact<br />

of their donations.<br />

16<br />

What criteria should donors take into account<br />

before deciding their donation method?<br />

Benoît Merkt<br />

At the legal level, donors must ensure that they<br />

structure their donations to be tax-deductible. Individuals<br />

resident in Switzerland who make a donation<br />

to an umbrella foundation that is tax-exempt in<br />

Switzerland – such as <strong>Fondation</strong> <strong>Philanthropia</strong> – can<br />

deduct the amount from their annual net income.<br />

In Geneva and most other Swiss cantons, the ceiling<br />

for tax-exempt donations is 20% of the donor’s net<br />

income. On the contrary, donations made by Swiss<br />

residents to foreign-registered charities are not<br />

tax-deductible.<br />

In the case of substantial donations, donors must<br />

also ensure that the contractual framework for<br />

their grants is carefully drafted. It is often advisable<br />

to draw up a grant agreement specifying the<br />

beneficiary’s legal obligations, especially in terms<br />

of activity reports, results and, depending on the<br />

donor’s wishes, either confidentiality or publicity.<br />

Potential donors need to answer a<br />

number of questions and then draw<br />

up a roadmap.<br />

Karin Jestin


So why use an umbrella foundation?<br />

Karin Jestin<br />

Umbrella foundations such as <strong>Fondation</strong> <strong>Philanthropia</strong><br />

offer donors several advantages: they can be<br />

sure that their donation will have a lasting impact;<br />

they enjoy lower administrative fees because the<br />

donations are pooled; they can choose their level<br />

of involvement; and they can decide to donate<br />

through one of our thematic or personal funds<br />

while receiving professional philanthropic expertise.<br />

There is clearly an awareness that<br />

synergies are needed, the best use<br />

must be made of existing resources<br />

and that wherever possible administrative<br />

costs must be cut and<br />

the impact of donations improved.<br />

Benoît Merkt 17


Activity report<br />

The Gustave Roussy Institute hosts over 300 researchers


Analysis of grants<br />

In <strong>2011</strong>, <strong>Fondation</strong> <strong>Philanthropia</strong> distributed grants<br />

totaling over CHF 2,240,000 to 30 organizations.<br />

It also committed CHF 1,038,000 to future grants.<br />

<strong>Fondation</strong> <strong>Philanthropia</strong> activities showed real<br />

continuity from 2010 and an upswing in grants.<br />

20<br />

Futures commitments taken over the year<br />

Grants allocated including past commitments<br />

Grants by theme<br />

The breakdown of grants by theme largely reflects<br />

the difficulties that marked <strong>2011</strong>. The economic<br />

crisis and natural and humanitarian disasters were<br />

of great concern to donors and had a big impact<br />

on how grants were allocated.<br />

In <strong>2011</strong>, as in 2010, the main focus was on humanitarian<br />

and social themes as per the wish to<br />

provide assistance during dangerous times and<br />

to the victims of humanitarian disasters.<br />

Humanitarian and social issues (50%)<br />

Medical and scientific research (35%)<br />

Culture and education (7.5%)<br />

Environment and sustainable development (7.5%)


Types of projects<br />

Compared with 2010, a much wider variety of<br />

projects was supported. There was a clear preference<br />

for two types of intervention. While donors<br />

chose projects whose key mission is directly<br />

to strengthen the local skills of the beneficiary<br />

organizations, they also showed greater interest<br />

in research which allows to obtain a better understanding<br />

of particular problems.<br />

Capacity building (31%)<br />

General contribution (6%)<br />

Scholarship and prize (6%)<br />

Training (8%)<br />

Research (31%)<br />

Assistance (10%)<br />

Advocacy (8%)<br />

21


Size of beneficiary<br />

organizations<br />

Our grant strategy is driven primarily by the<br />

desire to support donors’ aspirations by selecting<br />

organizations able to achieve those aspirations.<br />

We base our decisions mainly on quality and<br />

relevance and organization size is not a selection<br />

criterion as such.<br />

This means that a wide variety of organizations<br />

are supported, with annual budgets ranging<br />

from less than CHF 500,000 to more than<br />

CHF 10 million.<br />

22<br />

(in CHF)<br />

up to 0.5M (31%)<br />

from 0.5M to 1M (24%)<br />

from 1M to 10M (14%)<br />

over 10M (31%)<br />

Geographical distribution<br />

of supported projects<br />

The growing economic uncertainty and vulnerability<br />

that shaped <strong>2011</strong> prompted our donors to give<br />

greater support to projects close to home, leading<br />

to a greater number of grants being allocated to<br />

Switzerland and France.<br />

Nonetheless, donors continued to react strongly<br />

to ecological and humanitarian emergencies,<br />

particularly in the Horn of Africa, which suffered<br />

a very severe famine in <strong>2011</strong>.<br />

In <strong>2011</strong> our grants benefitted projects<br />

in ten different countries.


Relationships with<br />

beneficiary organizations<br />

The number of organizations supported remained<br />

unchanged from 2010 but relationships with<br />

partners strengthened thanks to the reporting<br />

and monitoring system. This was complemented<br />

by field visits whenever the opportunity arose.<br />

As most donors opt for long-term donations,<br />

the Foundation is able to support projects over<br />

several years and develop long-term, trust relationships<br />

with its partners.<br />

Relationships with<br />

partners continue to<br />

strengthen and develop 23


Organizations supported in <strong>2011</strong><br />

In <strong>2011</strong>, <strong>Fondation</strong> <strong>Philanthropia</strong> supported<br />

30 organizations in several<br />

regions of the world and in various fields<br />

through its thematic and personal funds.<br />

Europe<br />

Association pour le droit à l’initiative économique<br />

(Adie) – France<br />

Providing microcredit and personalized support<br />

to entrepreneurs<br />

Supported by the Humanitarian and Social thematic<br />

fund, Adie enables the unemployed and marginalized<br />

to create their own businesses and jobs<br />

through microcredit and personalized support.<br />

In <strong>2011</strong>, <strong>Fondation</strong> <strong>Philanthropia</strong> continued its threeyear<br />

commitment (2010-2012) to the training of<br />

volunteers who will support the new entrepreneurs<br />

in their career development.<br />

Autisme, Piano et Thérapie Éducative<br />

(APTE) – France<br />

Helping autistic people overcome their disability<br />

The Etincelles personalized gift fund supports APTE,<br />

which helps people in the Paris region who suffer<br />

from an autistic spectrum disorder. The program is<br />

based on the use of music, especially the piano, as<br />

well as other forms of educational therapy.<br />

24<br />

Apprentis d’Auteuil<br />

Apprentis d’Auteuil – France<br />

Educating and training young people<br />

Supported by the Humanitarian and Social thematic<br />

fund, Apprentis d’Auteuil provides education and<br />

training to over 13,000 young people in difficult<br />

situations and helps them to integrate into society<br />

as free, responsible adults. The young people are<br />

brought to the association by their families or the<br />

child welfare services. Apprentis d’Auteuil offers 66<br />

professional training courses in its 200 establishments<br />

in France.<br />

In <strong>2011</strong>, <strong>Fondation</strong> <strong>Philanthropia</strong> made a four-year<br />

commitment (<strong>2011</strong>-2014) to support the financing<br />

of international solidarity youth camps.<br />

Association Bouée d’espoir – France<br />

Fighting against exclusion<br />

The Humanitarian and Social thematic fund<br />

supports Bouée d’espoir, which combats exclusion<br />

by offering “lifebuoys” (small financial grants)<br />

to people in dire need via its partners, which are<br />

private and public organizations with recognized<br />

expertise in supporting those in distress.<br />

In <strong>2011</strong> <strong>Fondation</strong> <strong>Philanthropia</strong> continued its<br />

eight-year support (2010-2017) to the association’s<br />

activities.


Association Himalaya en Bourgogne – France<br />

Preserving cultural heritage<br />

The Etincelles personalized gift fund supports this<br />

association in the reconstruction of the Bhutanese<br />

Pavilion, which was displayed at Expo 2000 in Hanover<br />

and acquired by the town hall of La Boulaye, a<br />

village in Burgundy.<br />

Association Parkinson Suisse – Switzerland<br />

Helping provide information about the disease<br />

The Gustaaf Hamburger donor-advised fund supports<br />

Parkinson Suisse, which provides information<br />

to patients, their families and the general public<br />

about Parkinson’s disease. It offers advice and<br />

support to the 15,000 people affected throughout<br />

Switzerland by organizing consultations, information<br />

sessions, courses, seminars and respite<br />

holidays.<br />

The fund supported the association’s information<br />

and communication work by providing two-year<br />

funding (<strong>2011</strong>-2012) for the publication of its magazine<br />

and brochure.<br />

Adie<br />

Bureau universitaire d’information sociale<br />

(BUIS) – Switzerland<br />

Supporting a medical scholarship program<br />

in Geneva<br />

The Hussenstein personalized gift fund, in<br />

partnership with BUIS, set up a scholarship for<br />

medical students at the University of Geneva which<br />

supports them throughout all their studies.<br />

The first two students were awarded a scholarship<br />

in <strong>2011</strong>.<br />

Centre Corot – France<br />

Helping socially excluded young people in Ile-de<br />

France<br />

The Humanitarian and Social thematic fund supports<br />

Centre Corot Entraide d’Auteuil. The centre offers<br />

accommodation and support to young homeless<br />

people aged 18-24 in Paris, as well as social support<br />

to underprivileged families, and clothing for men,<br />

women, and children.<br />

In <strong>2011</strong>, as a result of a grant to Tremplin, a pilot<br />

project, ten young people received the equivalent of<br />

1,820 days of support allowing them to find jobs and<br />

access appropriate housing solutions.<br />

Centre de la Mémoire – Switzerland<br />

Supporting research into neurodegenerative<br />

diseases<br />

The Medical and Scientific Research thematic fund<br />

supports this project, described on page 38.<br />

25


Organizations supported in <strong>2011</strong><br />

Europe<br />

Geneva Red Cross – Switzerland<br />

Helping underprivileged people in Geneva<br />

The Humanitarian and Social thematic fund<br />

supports the Geneva Red Cross, the cantonal<br />

association of the Swiss Red Cross. Its mission is<br />

to provide local support to the people in Geneva.<br />

The organization focuses on helping young people,<br />

families, the elderly, and migrants.<br />

The <strong>2011</strong> grant enabled the purchase of a washingmachine<br />

and tumble-dryer for a home for youths.<br />

Equipes Saint-Vincent – France<br />

Promoting literacy among vulnerable immigrant<br />

women<br />

The Humanitarian and Social thematic fund supports<br />

this project, described on page 42.<br />

26<br />

FiBL<br />

Marcel Benoist Foundation – Switzerland<br />

Promoting science in Switzerland<br />

The Medical and Scientific Research thematic fund<br />

supports the Marcel Benoist Foundation, created in<br />

1920 by the Swiss Federal Council to carry out the<br />

last wishes of a French lawyer resident in Lausanne.<br />

Over time, the Marcel Benoist Award has become<br />

Switzerland’s biggest science award. Due to its<br />

close connection with the government, the renown<br />

of previous winners, and the gradual expansion of<br />

fields eligible for the award, it has become muchcoveted<br />

by Swiss scientists.<br />

<strong>Fondation</strong> <strong>Philanthropia</strong> has given a two-year commitment<br />

(2010-<strong>2011</strong>) to supporting the prize money.<br />

Fundación Putxet – Spain<br />

Helping the institution support vulnerable immigrants<br />

The Solidarité donor-advised fund supports this<br />

Spanish institution, which is based in Barcelona and<br />

offers general aid, administrative support, and jobseeking<br />

guidance to vulnerable immigrants.


LEV TOV – France<br />

Helping the underprivileged<br />

The Etincelles personalized gift fund supports this<br />

organization, which provides social support to<br />

underprivileged members of the Jewish community<br />

in La Haye-les-Roses.<br />

Œuvre de la Mie de Pain – France<br />

Setting up a multimedia platform for the socially<br />

excluded<br />

The Humanitarian and Social thematic fund<br />

supports this association, which helps the homeless<br />

and deprived in the Paris region. It provides<br />

assistance to the extremely vulnerable (emergency<br />

assistance, food, and shelter) and helps guide them<br />

toward social and professional integration.<br />

In <strong>2011</strong> <strong>Fondation</strong> <strong>Philanthropia</strong> supported the<br />

design of a multi-partner platform that will help<br />

the organization and its partners track and more<br />

efficiently help their beneficiaries.<br />

Plugarts – France<br />

Supporting the marginalized<br />

The Etincelles personalized gift fund supports a<br />

writing and musical composition workshop for<br />

people in the Paris region who are marginalized<br />

or have disabilities.<br />

Plugarts<br />

ProSpecieRara – Switzerland<br />

Protecting biodiversity in Switzerland<br />

The Carlo donor-advised fund supports ProSpecieRara,<br />

which has been working since 1982 to safeguard<br />

and protect the biodiversity of local animal and<br />

plant species threatened with extinction by the<br />

industrialization of Swiss agriculture and animal<br />

husbandry.<br />

<strong>Fondation</strong> <strong>Philanthropia</strong> supports the association’s<br />

activities in French-speaking Switzerland by helping<br />

to strengthen its team.<br />

Research Institute of Organic Agriculture (FiBL) –<br />

Switzerland<br />

Financing research into the reduction of bovine<br />

stress<br />

The Carlo donor-advised fund supports this research<br />

institution, described on page 53.<br />

SOS Amitié – France<br />

Improving programs to support those in distress<br />

The Humanitarian and Social thematic fund<br />

supports SOS Amitié, a suicide-prevention association<br />

with a 24/7 telephone helpline manned by<br />

volunteers who help combat the isolation, solitude,<br />

malaise and depression of callers.<br />

<strong>Fondation</strong> <strong>Philanthropia</strong> has helped set up a statistical<br />

program to help SOS Amitié better understand<br />

its target group and accurately map current<br />

problems.<br />

27


Organizations supported in <strong>2011</strong><br />

Africa<br />

African Institute for Mathematical Sciences<br />

(AIMS) – South Africa<br />

Supporting a scholarship program in South Africa<br />

The Hanan personalized gift fund supports AIMS.<br />

Founded in 2003, the institute aims to train the next<br />

generation of African mathematicians to move the<br />

continent forward in the sciences and economics.<br />

A talent-based scholarship system allows fairer<br />

access. AIMS has been so successful that an identical<br />

system has been created in Senegal.<br />

The fund’s contribution has financed 5 scholarships.<br />

Hospital El Carmelo – Mozambique<br />

Supporting the hospital’s social and medical work<br />

The Solidarité donor-advised fund supports El<br />

Carmelo Hospital in Mozambique, managed by<br />

the Sisters of Charity of Saint-Vincent de Paul. The<br />

hospital provides key medical and social services<br />

to the community.<br />

In <strong>2011</strong> the fund continued its commitment to the<br />

hospital and helped develop the bakery it runs for<br />

its patients and the local community. This long-term<br />

commitment has been ongoing since 2009.<br />

Kenya Red Cross Society – Kenya<br />

Responding to the food crisis<br />

The Humanitarian and Social thematic fund supports<br />

this project, described on page 34.<br />

28<br />

AIMS<br />

Stand Proud – Democratic Republic of Congo<br />

Helping disabled children to walk.<br />

The Humanitarian and Social thematic fund supports<br />

Stand Proud, which provides free surgeries,<br />

braces and rehabilitation to handicapped children in<br />

the Democratic Republic of Congo.<br />

The grant allowed to renew support to the work<br />

of the Kinshasa, Kalemie, and Lubumbashi centers-<br />

assisting some 1,000 children - and to the expansion<br />

of the management team.<br />

The Green Belt Movement – Kenya<br />

Mobilizing local communities to conserve the forests<br />

The Hanan personalized gift fund supports this<br />

NGO founded in 1977 by Wangari Muta Maathai, the<br />

2004 winner of the Nobel Peace Prize. The Green<br />

Belt Movement works for the reforestation<br />

of Kenya’s green belt and for the prevention of<br />

desertification and soil erosion by involving women<br />

in rural areas, contributing to their emancipation.<br />

The grant supported 10 tree nurseries in the<br />

Mathira district. Thanks to a matching grant from<br />

another foundation, the original grant was doubled<br />

to finance the planting of around 30,000 trees.<br />

Union for International Cancer Control (UICC) –<br />

Nigeria<br />

Promoting access to pain-relief treatments in Nigeria<br />

The Citrina donor-advised fund supports this project,<br />

described on page 54.


SOS SAHEL – Sahel<br />

Promoting sustainable agriculture in the fight<br />

against desertification<br />

The Humanitarian and Social thematic fund supports<br />

this project, described on page 44.<br />

Vétérinaires sans Frontières – Democratic Republic<br />

of Congo<br />

Reintegrating demobilized child soldiers through<br />

goat-rearing<br />

The Carlo donor-advised fund supports this project,<br />

described on page 52.<br />

WaterAid – Mali<br />

Improving access to drinking water, sanitation<br />

and hygiene<br />

The Hanan personalized gift fund supports WaterAid,<br />

which provides drinking water and sanitation to the<br />

most underprivileged peoples across the world, as<br />

well as promoting hygiene.<br />

In <strong>2011</strong> the fund renewed its support for the Mali<br />

rural program. The Mali project combines the<br />

building of drinking water and sanitation systems<br />

with hygiene education programs for local communities.<br />

The project will ultimately provide access<br />

to drinking water for 26,600 people and access to<br />

sanitation for 28,200 people.<br />

Institut Pasteur<br />

Global<br />

Institut Pasteur<br />

Research into a vaccine against cancer<br />

The Medical and Scientific Research thematic<br />

fund supports the Institut Pasteur. After ten years<br />

researchers have succeeded in stimulating immune<br />

system responses to certain tumors, paving the<br />

way for the development of cancer vaccines. The<br />

challenge now is to prepare the candidate vaccine<br />

for clinical trials: a feasibility study for industrial<br />

production of the vaccine using chemical synthesis,<br />

production of a clinical batch, toxicology study, and<br />

then the first human trials.<br />

<strong>Fondation</strong> <strong>Philanthropia</strong> extended its three-year<br />

commitment (2010-2012) to allow the institute to<br />

continue research on the vaccine up to clinical trials.<br />

Institut Gustave Roussy<br />

Promoting a personalized approach to cancer<br />

The Florena personalized gift fund supports the<br />

Institut Gustave Roussy, one of the world’s leading<br />

cancer-research institutes and the Europe’s biggest<br />

dedicated oncology health centre.<br />

The fund supported the Cancer Revolution Campaign<br />

promoting research into personalized cancer<br />

treatment.<br />

29


Personal funds<br />

In <strong>2011</strong>, <strong>Fondation</strong> <strong>Philanthropia</strong> had<br />

15 personal funds: ten personalized<br />

gift funds and five donor-advised<br />

funds.<br />

A total of six new funds were set up<br />

during the year: five personalized gift<br />

funds and one donor-advised fund.<br />

Personalized gift funds<br />

Aidhandicap (created in <strong>2011</strong>)<br />

The fund’s aim is to help the job-market integration<br />

of those with moderate disabilities.<br />

Association du Bon Secours<br />

The fund’s present aim is to support former pupils<br />

of the Ecole du Bon Secours in Geneva (now called<br />

Haute Ecole de Santé). Later, the fund will support<br />

humanitarian and social projects.<br />

Blaise Lenoir scholarship<br />

This fund is described on page 48.<br />

Etincelles<br />

The fund’s aim is to support public organizations<br />

with humanitarian objectives. The fund’s area<br />

of work is vast and includes: the fight against<br />

disease, addictions, and hunger; promoting<br />

human dignity; helping the underprivileged,<br />

disabled, and socially excluded; providing access<br />

to education and promoting the development<br />

of all forms of culture.<br />

30<br />

Fonds Hanan<br />

Florena (created in <strong>2011</strong>)<br />

The fund supports large-scale projects to restore<br />

and promote cultural heritage. Florena is also<br />

involved in fighting against cancer by supporting<br />

research, training and patient assistance.<br />

Hanan (created in <strong>2011</strong>)<br />

This funds scope includes education, demographic<br />

ageing and wildlife protection.<br />

Hussenstein<br />

This fund allocates scholarships for medical<br />

students at the University of Geneva who are<br />

struggling to finance their studies. The particular<br />

focus of this fund is on developing the relationship<br />

aspect of the medical profession.<br />

International pour la Musique (created in <strong>2011</strong>)<br />

The fund took over the activities of the former<br />

<strong>Fondation</strong> Internationale Pour la Musique,<br />

supporting the Centre International Nadia et Lili<br />

Boulanger. It finances scholarships and grants to<br />

young musicians and composers and contributes<br />

to the Centre’s new development projects.


Karuna Shechen<br />

A perennial fund in favour of the Karuna Shechen<br />

organization, headed by Matthieu Ricard, which<br />

tackles issues such as access to education and<br />

primary healthcare in the Himalayan region.<br />

Pierre et Yvonne Lebesgue (created in <strong>2011</strong>)<br />

The fund focuses on providing assistance to<br />

people with disabilities in Switzerland.<br />

Fonds Karuna Shechen<br />

Donor-advised funds<br />

Carlo<br />

This fund is described on page 50.<br />

Citrina<br />

This fund is described on page 54.<br />

Gustaaf Hamburger<br />

The fund took over the activities of the former<br />

<strong>Fondation</strong> Gustaaf Hamburger, providing financial<br />

support to people suffering from Parkinson’s<br />

disease and their families and training carers.<br />

It also assists associations working on this disease<br />

and scientific institutions and researchers dedicated<br />

to research in this field.<br />

Solidarité<br />

This fund is focused on supporting regional,<br />

national, and international institutions assisting<br />

the most underprivileged. The fund backs projects<br />

that help children, young adults, the elderly, and<br />

the disabled.<br />

SOMI (created in <strong>2011</strong>)<br />

The fund provides support to the arts, with a<br />

particular focus on contemporary music.<br />

31


Thematic funds:<br />

a selection of projects<br />

SOS SAHEL helps the development of rural communities


The Kenya Red Cross Society<br />

Responding to the food emergency<br />

Context Choice of partner<br />

Famine and food insecurity are among the greatest<br />

environmental and social challenges that humanity<br />

faces. Poor rainy seasons damaged agriculture and<br />

animal husbandry in the summer of <strong>2011</strong> caused a<br />

major food crisis in the Horn of Africa affecting 12<br />

million people, including 3.2 million in Kenya.<br />

The shortage of drinking water and food meant an<br />

immediate yet sustainable solution was needed to<br />

respond to the desperate situation of communities<br />

facing both cyclical droughts and devastating<br />

floods.<br />

34<br />

In emergencies it is important to quickly be able<br />

to select a partner that has robust and effective<br />

operational capacity. During the <strong>2011</strong> famine the<br />

Foundation decided to focus its aid on one single<br />

country - Kenya. This was one of the countries<br />

hardest hit by the famine caused by the drought,<br />

suffering widespread malnutrition and a major<br />

influx of refugees from Somalia. After considering<br />

several organizations and operating procedures, we<br />

chose the Kenya Red Cross Society that has been<br />

working in Kenya since 1963 and has the capacity<br />

and authority to coordinate both emergency food<br />

programs and longer-term projects.<br />

In conjunction with <strong>Fondation</strong> <strong>Lombard</strong> <strong>Odier</strong>, a<br />

two-pronged approach was adopted. <strong>Fondation</strong><br />

<strong>Lombard</strong> <strong>Odier</strong> and its employees supported<br />

an emergency food distribution program for six<br />

months while <strong>Fondation</strong> <strong>Philanthropia</strong> provided the<br />

funds for a sustainable agriculture project.


Focus on the project<br />

The idea<br />

The Tana River, Kenya’s main river, can be used for<br />

land irrigation but is poorly exploited by local people<br />

who lack the knowledge and means to make the<br />

most of this resource. In 2010 the Kenya Red Cross<br />

launched a pilot project in the Tana River region to<br />

help local people develop their agricultural skills so<br />

as to be able to cope better with future droughts.<br />

1,700 small farmers were given drought-resistant<br />

Focus seeds, irrigation sur pumps, le and projet practical training and<br />

the supported communities successfully withstood<br />

the <strong>2011</strong> drought - with such promising results that<br />

the Red Cross decided to scale up the program.<br />

The objective<br />

The objective is to boost the agricultural skills of<br />

affected rural communities, especially those of<br />

previously pastoral communities to increase their<br />

production and income and make them more<br />

resilient to future droughts.<br />

The impact<br />

The grant of over CHF 324,000 trained and equipped<br />

many beneficiaries. For example, 120 beneficiaries<br />

have now attended training sessions on agricultural<br />

and irrigation best practices; some 5 metric tons of<br />

drought-resistant seeds have been distributed to<br />

more than 600 homes; 4,500 families have received<br />

agricultural tools, farming equipment, and fertilizers;<br />

and 12 irrigation pumps and four greenhouses<br />

have been set up in various communities.<br />

Developing local<br />

agricultural skills in the<br />

Tana River region<br />

Strengthening<br />

resilience to droughts<br />

Distribution of five<br />

metric tons of droughtresistant<br />

seeds<br />

35


The Kenya Red Cross Society<br />

Responding to the food emergency<br />

Interview with Abbas Gullet,<br />

Secretary General of Kenya Red Cross Society<br />

Given the huge scale of emergency requirements,<br />

how did you set your priorities?<br />

Back in January <strong>2011</strong>, when we understood that<br />

we were about to face a very dry season, we<br />

immediately planned our response, with two<br />

priorities.<br />

The first priority was of course to respond promptly<br />

to distress and to protect the weakest: women and<br />

children, the sick and the elderly. We set up access<br />

for them to food, water, and medical treatment.<br />

The second priority was to devise a long-term<br />

strategy that would help communities deal with<br />

future droughts without assistance. Droughts<br />

appear cyclically every three or four years in this<br />

part of Africa. It’s therefore important to help the<br />

local communities become more resilient and<br />

improve their food security.<br />

What obstacles have you faced?<br />

Our main challenge was how to select which<br />

communities to help from among the three million<br />

people affected by the famine and to determine<br />

whether we had the logistics to reach the most<br />

vulnerable.<br />

The other problem was collecting enough money<br />

for our work. This wasn’t easy at the start – we<br />

sounded the alarm back in January <strong>2011</strong>. It was<br />

only when the media began to talk about the<br />

catastrophe in the Horn of Africa that funds<br />

began to arrive.<br />

36<br />

How would you describe your collaboration with<br />

<strong>Fondation</strong> <strong>Philanthropia</strong>?<br />

Our relationship with the Foundation has been<br />

very positive and smooth. The first thing we did<br />

was draw up a clear, detailed project and discuss<br />

the different aspects of the project with the<br />

Foundation’s team. Being able to discuss matters<br />

regularly was very helpful. It allowed us to create a<br />

mutual trust basis, which is essential in all quality<br />

relationships between donors and operating<br />

partners.<br />

Farmers in the region of Tana River receiving<br />

water pumps to improve irrigation


Centre de la Mémoire<br />

Supporting research into<br />

neurodegenerative diseases<br />

Context Choice of partner<br />

Demographic ageing is significantly increasing<br />

the number of people at risk of aged-related<br />

neurodegenerative and cerebrovascular diseases.<br />

In Europe alone, 8.6 million people currently suffer<br />

from neurodegenerative diseases. In Switzerland,<br />

10% - 12% of people above the age of 65 suffer from<br />

some form of dementia, the most common of<br />

which is Alzheimer’s.<br />

These are diseases that cause a full-scale economic<br />

disaster, as well as causing both psychological and<br />

physical suffering within families. All too often<br />

they go hand in hand with a loss of autonomy and<br />

independence.<br />

38<br />

The CHUV (University Hospital of the Canton of<br />

Vaud) is a hospital with a Europe-wide reputation in<br />

medical treatment, medical research, and training.<br />

The CHUV is involved in several areas of research.<br />

Since there is still no cure for Alzheimer’s or<br />

similar diseases, the Centre decided to strengthen<br />

its diagnostic and clinical approach and also its<br />

training and research in this area. To create a hub<br />

for multidisciplinary research and cutting-edge<br />

treatment for neurodegenerative diseases, it set<br />

up the “Memory Centre”, where neurologists,<br />

geriatricians, psychiatrists, and neuropsychologists<br />

work together closely.<br />

Thanks to support from the Foundation and<br />

other partners, the new centre is one piece in the<br />

Alzheimer program developed by the Canton of<br />

Vaud’s Department of Health and Social Affairs.<br />

Vaud is the first canton to develop this kind of<br />

public policy.<br />

The centre aims to set a benchmark for the<br />

diagnosis of causes and the development of<br />

treatments for age-related dementia.<br />

In 2010, one in four people suffered<br />

from senile dementia<br />

Association Alzheimer Suisse


Focus on the project<br />

The idea<br />

Neurological genetics has now taken off, with<br />

all that implies for research, diagnostics, and<br />

patient care. A global, multi-disciplinary approach<br />

now needs to be developed to tackle this issue<br />

comprehensively.<br />

The objective<br />

The creation of a benchmark centre in the field<br />

makes it possible to leverage resources and<br />

interdisciplinary skills. In the longer term, it may<br />

also lead to other collaborative projects. First of<br />

all, the aim is to carry out diagnosis, examination<br />

and monitoring of cognitive tests for early signs of<br />

Alzheimer’s in collaboration with the Swiss Federal<br />

Institute of Technology in Lausanne (EPFL) and<br />

the Swiss National Science Foundation. There are<br />

also plans to develop a neuro-imagery research<br />

laboratory and a therapeutic platform for clinical<br />

trials of new molecules.<br />

The impact<br />

In <strong>2011</strong> the Centre had two main focuses, research<br />

and patient care. Open one day a week, it carried<br />

out 600 examinations on 500 patients.<br />

The Foundation has decided to contribute a total of<br />

CHF 260,000 on a staggered basis over four years<br />

(2010-2013), which will finance one neuropsychology<br />

position for clinical research into neurodegenerative<br />

disease.<br />

In the long term, the Centre will develop new<br />

diagnostic and therapeutic strategies focusing<br />

on prevention, detection, genetics advice, and<br />

personalized patient care.<br />

A global, multi-disciplinary<br />

approach<br />

Creation of<br />

a benchmark centre<br />

600 examinations<br />

of more than<br />

500 patients<br />

39


Centre de la Mémoire<br />

Supporting research into<br />

neurodegenerative diseases<br />

Interview with Prof. Patrick Aebischer, President of the Swiss Federal<br />

Institute of Technology in Lausanne and Professor of Neurosciences<br />

The EPFL has long had a policy of close collaboration<br />

with the Lake Geneva region. What are the<br />

reasons for its neuroscience partnership with the<br />

CHUV in Lausanne?<br />

The CHUV Memory Centre is a multidisciplinary<br />

centre developing medical, diagnostic, and clinical<br />

skills in the field of neurodegenerative diseases. It<br />

develops training and research through cross-sector<br />

research that starts with the laboratory and ends<br />

with the patient.<br />

Why prioritize neurosciences? The brain is the organ<br />

that is most resistant to progress in therapies.<br />

Nowadays as we age we can rely on medicine to<br />

repair, restore, or replace our joints, heart, vessels,<br />

etc. It’s much more difficult to treat the brain, and<br />

it’s essential that researchers and physicians work<br />

together to develop new prevention, diagnosis,<br />

and therapy tools. In this field, research draws<br />

on cutting-edge medical technology in imagery,<br />

genetics, and IT, which are precisely some of the<br />

EPFL’s strong points. Our investments include<br />

electronic monitoring, biomarkers (for imagery),<br />

and neuroprostheses.<br />

40<br />

What is the current state of research in Switzerland<br />

and elsewhere in the world regarding cures<br />

for neurodegenerative “dementia” diseases?<br />

First of all, I have to confess that this is a field of<br />

research that is in a transitional phase. Research into<br />

Alzheimer’s previously concentrated on therapeutic<br />

agents targeting amyloid plaques. Unfortunately,<br />

when we reached phase three of our clinical trials,<br />

the results were disappointing. We need to come up<br />

with new alternative strategies.<br />

For example, we could target amyloid filaments<br />

(before the formation of plaques), as these filaments<br />

seem to act like infectious proteins or prions.<br />

This could lead to a vaccine against Alzheimer’s.<br />

Aside from vaccinations, we also need to develop<br />

unorthodox ways of defeating this research-resistant<br />

disease, for example, via anti-inflammatory<br />

routes countering oxidative stress that might<br />

include targeting the glial cells of our brain instead<br />

of the neurons.<br />

The concept of Alzheimer’s disease will become<br />

more complex. Biological research will become<br />

more systematic and try to take into account the<br />

heterogenic nature of the syndrome and use more<br />

sophisticated biostatistic, neuro-physiological,<br />

and genetic tools. In genetics especially, we need<br />

to obtain a fuller understanding of the etiology of<br />

Alzheimer’s disease, with genetic profiles for lateonsite<br />

diseases. We will combine this with new biomarkers<br />

that allow early diagnosis and, hopefully,<br />

more personalized care depending on<br />

the genetics profile.


What is your view on medicine aiming to add life<br />

to years instead of years to life?<br />

Adding life to years is just as important as adding<br />

years to life. The various chronic diseases have<br />

different impacts on disability and mortality.<br />

Cardiovascular diseases and cancer contribute<br />

more to mortality than to disability. In such cases,<br />

medicine’s aim in fighting mortality is to add years<br />

to life. However, Alzheimer’s and other forms of<br />

dementia drastically decrease patients’ quality of<br />

life, without affecting their longevity. Patients face<br />

years of disability. It’s therefore not enough to just<br />

add years. We need to do more than that. We need<br />

to prevent or delay the onset of dementia and other<br />

brain disabilities. That’s what “adding life to years”<br />

means.<br />

Ultimately, we need to distinguish between<br />

memory loss due to age and memory loss due to<br />

diseases such as Alzheimer’s. For example, a healthy<br />

active life probably protects us fairly well from<br />

normal age-related degeneration, but not from<br />

Alzheimer’s. To identify what “normal” loss means,<br />

we can probably rely on the study of people who<br />

age gently, those who live a very long time, such as<br />

centenarians. The first systematic genetics studies<br />

of centenarians are under way.<br />

We need to prevent or delay the onset<br />

of dementia and other brain disabilities.<br />

That’s what adding life to years<br />

means.<br />

Tulips are the symbol<br />

of Parkinson’s disease 41


Equipes Saint-Vincent<br />

Promoting literacy among<br />

immigrant women<br />

Context Choice of partner<br />

There are 107 million migrant women in the world<br />

today. While family reunion is a major reason for<br />

migration, more and more women are emigrating<br />

alone to find not just work but also independence.<br />

There are many reasons for social exclusion – being<br />

able to express yourself and communicate is<br />

essential to social integration.<br />

In France, women account for 51% of the country’s<br />

total 54,000 immigrants. Often they speak little<br />

or no French and find themselves in a vulnerable<br />

position with real integration problems.<br />

42<br />

The Equipes Saint-Vincent are teams of volunteers<br />

trained to work hands-one helping primarily<br />

women and their families create or restore social<br />

links. They currently belong to the worldwide<br />

AIC – Associations Internationales de Charité<br />

(international charities association) network.<br />

Having supported part of the literacy program<br />

in 2010, the Foundation decided to continue<br />

its involvement and extend its funding in the<br />

organization, enabling the teams to improve the<br />

training program throughout the Paris region.<br />

Taking part in the workshops<br />

is an opportunity to meet lots<br />

of people and it gets me out<br />

of my solitude<br />

Beneficiary of an Alpha Déclic workshop


Focus on the project<br />

The idea<br />

Many immigrant women in France suffer from<br />

social exclusion because they do not speak French.<br />

Often their ability to read and write, even in their<br />

own language, is poor. As a result, they rapidly lose<br />

their independence and self-confidence. Learning<br />

French on literacy courses allows these women to<br />

become less lonely and integrate better into French<br />

society. It also offers hope for the future, because<br />

when a woman has access to education, her children<br />

benefit too.<br />

The objective<br />

Helping immigrant women overcome obstacles<br />

and conquer their fears so that they can acquire the<br />

necessary skills to integrate into French society and<br />

find jobs.<br />

The impact<br />

The fund’s donation of CHF 18,492 financed four<br />

literacy workshops in Paris. The workshops provided<br />

literacy classes for 80 women, 17 of whom passed<br />

the DILF elementary-level French language examination.<br />

Ten other women took part in a jobseekers<br />

training course.<br />

One key feature of the workshops is that a childcare<br />

service is provided, enabling women with children<br />

to attend.<br />

Learning to speak French helps<br />

them integrate and learn about<br />

their rights<br />

« If you educate<br />

a woman, you are<br />

educating two gene-<br />

rations »<br />

(UNESCO)<br />

Socio-economic<br />

reintegration of immigrant<br />

women<br />

80 women took<br />

part in the literacy<br />

workshops<br />

43


SOS SAHEL<br />

Promoting sustainable agriculture<br />

in the fight against desertification<br />

Context Choice of partner<br />

Desertification is an obstacle to agricultural and<br />

human development in sub-Saharan Africa as it<br />

makes the land impossible to cultivate. Arid zones<br />

make up 37% of Africa. As world citizens, we all<br />

share a collective responsibility to combat the<br />

deterioration of our ecosystems, which is partly the<br />

result of global warming and human activities.<br />

Enabling local people to play a role in projects by<br />

providing training programs and creating local<br />

incentives, in particular by promoting sustainable<br />

agriculture, will help them improve their situation.<br />

44<br />

SOS SAHEL launched its first program in 1976, the<br />

year it was founded. The program drilled thousands<br />

of boreholes with pumps throughout the Sahel. The<br />

association has now been funding rural development<br />

projects in sub-Saharan Africa for more than<br />

40 years with projects in seven countries: Burkina<br />

Faso, Cameroon, Mali, Mauritania, Niger, Senegal<br />

and Chad.<br />

Its grass-roots presence creates an integrated<br />

approach to local development problems, helping<br />

raise local people’s awareness in the process and<br />

giving them the means to carry out practical measures.<br />

This is particularly important in an unstable<br />

political environment.<br />

In 2010, 70% of the world’s arid<br />

land (3.6 billion hectares) were<br />

already subject to desertification


Focus on the project<br />

The idea<br />

The Sahel is a region affected by drought and<br />

desertification, two phenomena that prevent the<br />

local people from accessing natural resources. The<br />

aim is to meet these urgent needs and make it<br />

easier for local people to access basic services on a<br />

permanent basis.<br />

The objective<br />

Helping to improve living conditions for local people<br />

by fighting malnutrition and severe poverty.<br />

The measures, which are implemented by the local<br />

people, are aimed at boosting access to fundamental<br />

services – water, health, and education – and<br />

developing sustainable agriculture to protect the<br />

fragile environment.<br />

The impact<br />

In 2010, the Foundation made a three-year commitment<br />

to the association. In <strong>2011</strong>, it provided<br />

CHF 28,894 to relocate a section of the SOS SAHEL<br />

team to Dakar to facilitate contact between project<br />

managers and local partners and to be closer to<br />

beneficiaries.<br />

Fostering rural and<br />

human development in<br />

sub-Saharan Africa<br />

Combating<br />

desertification<br />

Strengthening local<br />

capacities<br />

45


Our personal funds:<br />

a selection<br />

ProSpecieRara works for the protection of Swiss biodiversity<br />

threatened by the industrialization of farming.


Personalized gift fund<br />

Blaise Lenoir scholarship<br />

Training young radio hosts<br />

The donor’s motivation The giving strategy<br />

In memory of their son Blaise Lenoir, a radio<br />

enthusiast who died prematurely on an internship<br />

at Radio One FM, his parents wished to honor his<br />

memory by funding a scholarship program.<br />

Portrait of the fund<br />

This personalized gift fund aims to counter the<br />

lack of training opportunities for young radio<br />

enthusiasts. Every year a scholarship is awarded to<br />

the best candidate in the scholarship tests. Young<br />

people aged 18-25 wishing to become radio hosts<br />

may apply. The award gives them the opportunity<br />

to complete a six-month internship with a radio<br />

broadcaster (One FM) and in specialized training<br />

institutions in France and Canada.<br />

48<br />

At present, there are not enough training programs<br />

in Switzerland for young people wishing to become<br />

radio hosts. The creation of a scholarship with a<br />

registered local radio broadcaster, One FM, helps fill<br />

this gap and gives highly motivated candidates the<br />

opportunity to fulfill their ambitions.<br />

This project also has an international dimension, as<br />

it allows the young scholarship winners to benefit<br />

from experience abroad.<br />

Blaise was a fighter with a passion<br />

for the radio, and this scholarship<br />

program is a good way to keep alive<br />

his philosophy and our memory<br />

of him<br />

Philippe Bonna, a close friend of Blaise and a member of the scholarship jury panel.


Interview with, Katia Cruz<br />

first winner of the scholarship<br />

How did you hear about this scholarship? And<br />

what did the selection process involve?<br />

I’d always been passionate about music but I didn’t<br />

have any experience and I never dreamt I could<br />

become a radio host myself one day. I found out<br />

about the scholarship on the internet and after<br />

some hesitation decided to send a sample broadcast<br />

to Radio One FM in Geneva.<br />

Only four of the original 40 candidates were then<br />

selected for an interview. I was the lucky winner<br />

and I was thrilled to be able to begin this new<br />

adventure.<br />

How has the scholarship benefited you personally<br />

and professionally?<br />

Professionally, the internship has given me lots<br />

of confidence for when I’m on air and has opened<br />

many doors. But above all it has allowed me to<br />

discover a new passion for radio.<br />

I was lucky after my internship, because I was given<br />

the opportunity to go on to host a broadcast every<br />

Sunday on One FM, and I hope that this will be a<br />

long-term position. The support I received throughout<br />

my internship from Lionel, my mentor at<br />

One FM, also helped me a lot.<br />

I was also given the opportunity to spend two<br />

weeks in Quebec attending a training course at<br />

the ‘Cépeg de Jonquière’ school.<br />

What hurdles do young people interested in<br />

this job have to overcome?<br />

In Switzerland, there are very few training opportunities<br />

or radio internships. There are advanced<br />

courses, but no means of starting off in the profession<br />

as a novice. It’s a big battle to have any chance<br />

of a career at all in radio. But I think that encouraging<br />

people to enter this field is great, and I’d like<br />

to thank again to Mr. and Mrs. Lenoir for<br />

the opportunity they gave me.<br />

The aim of this scholarship is to<br />

train young people in all aspects of<br />

a radio host’s job and give them the<br />

skills they need<br />

Lionel Demander, mentor of the scholarship program at One FM 49


Donor-advised fund<br />

Carlo fund<br />

Protecting and promoting<br />

the wellbeing of farm animals<br />

The donor’s motivation Giving strategy<br />

As she does not have any heirs, the donor wished to<br />

make during her lifetime a contribution to a cause<br />

she is passionate about. She therefore created a<br />

fund to protect highly vulnerable animals. As she<br />

has already been involved in nature conservation<br />

for a long time, she is particularly aware of the need<br />

to protect and care for farm animals that are all too<br />

often maltreated, especially in industrial farming.<br />

Portrait of the fund<br />

This donor-advised fund is focused on animal<br />

protection in Switzerland and abroad. Its particular<br />

focus is improving the well-being of farm animals<br />

and developing of alternatives to in vivo testing.<br />

50<br />

This fund’s strategy covers a range of issue areas:<br />

general protection of farm animals, research for<br />

improving livestock breeding practices and acting<br />

against animal experimentation.<br />

When drawing up the fund’s strategy, the team also<br />

considered possible synergies with issues related<br />

to human development, in particular food security.<br />

This was to take into account of the soaring need<br />

for food as population levels and longevity increase,<br />

and also to improve the living conditions of people<br />

whose livelihood depends on animal husbandry.


Interview with the donor of the Carlo fund<br />

What prompted you to engage in farm animals<br />

protection?<br />

I’ve always loved animals. I kept dogs, cats, and<br />

even a parrot that I’ve named Carlo. After the<br />

very sudden loss of my husband, I had to take<br />

over his business in Japan and I started to become<br />

interested in farm animals. Farming conditions are<br />

heavily affected by the productivity requirements<br />

of unbridled industrialization. Whether the farm<br />

produces eggs or meat, the animals end up paying<br />

for higher and higher profit targets. They enjoy<br />

hardly any protection, and their suffering increases<br />

at the time of slaughter. This runs counter to<br />

the practice on traditional farms, where farmers<br />

have developed a sense of community with their<br />

animals.<br />

How do you hope to make a difference and what is<br />

your vision for the future?<br />

I’m very concerned by the idea that even in a<br />

developed country like Austria, my home country,<br />

there is still too much cruelty on large breeding<br />

farms despite the laws and regulations supposed to<br />

protect animals. I’m really pleased to see the rising<br />

awareness of the general public, consumers, farmers,<br />

police and legislators, for the need to protect<br />

farm animals.<br />

This improvement is the result of awareness<br />

campaigns and other measures of animal protection<br />

organizations. That’s why I want to continue<br />

to support them, in particular in countries that are<br />

major producers but are lagging behind in terms of<br />

regulations and the education of farmers.<br />

Why did you choose <strong>Fondation</strong> <strong>Philanthropia</strong><br />

to shelter your fund? What do you think are the<br />

advantages of this structure?<br />

I wanted to make more than just a one-off<br />

donation, but I didn’t have enough assets for an<br />

independent foundation. <strong>Fondation</strong> <strong>Philanthropia</strong>,<br />

a Swiss public-interest foundation, offered me the<br />

flexibility I was looking for as well as the ability to<br />

take action throughout the entire world. And very<br />

simple procedures. That’s what persuaded me.<br />

Animals end up<br />

paying for higher and<br />

higher profit targets 51


Focus on a project<br />

supported by the Carlo fund<br />

Vétérinaires<br />

Sans Frontières Suisse<br />

Reintegrating former girl soldiers in the Democratic<br />

Republic of Congo through goat-rearing<br />

The challenge<br />

The Democratic Republic of Congo currently has<br />

some 30,000 child soldiers that need to be reintegrated<br />

into a society that is struggling to find the<br />

necessary resources to survive. They are frequently<br />

marginalized and socially excluded. As a result, they<br />

often re-enroll in paramilitary groups.<br />

The objective<br />

Vétérinaires Sans Frontières Suisse helps with the<br />

socio-economic reintegration of these children,<br />

especially girls, by involving them in goat-rearing.<br />

This also helps foster an environment where fewer<br />

children enroll in armed groups and boosts the food<br />

security of the communities concerned.<br />

The impact<br />

Around 275 families have already benefited from<br />

this program. The Carlo fund decided to contribute<br />

CHF 50,000 to the third phase of the project,<br />

enabling 100 families (75 girls and 25 households)<br />

to join the program, which teaches them how to<br />

build goat shelters and rear goats. Two veterinary<br />

surgeons, two trainers, and one supervisor have also<br />

been trained in the field.<br />

52<br />

30,000 child soldiers<br />

Socio-economic<br />

reintegration through<br />

goat-rearing<br />

100 families integrated<br />

in the program


Focus on a project<br />

supported by the Carlo fund<br />

Research Institute<br />

of Organic Agriculture<br />

(FiBL)<br />

Conducting research into reducing stress in animals<br />

sent for slaughter.<br />

The challenge<br />

Most of the 56 billion farm animals slaughtered<br />

each year are reared in intensive, industrial farms<br />

that are designed to maximize the farmer’s productivity<br />

and profits but are damaging to animals’<br />

health.<br />

The objective<br />

Since 2009, the fund has supported a research<br />

project to decrease bovine stress, particularly at the<br />

time of slaughter. The project researches whether<br />

heightened contact between animals and farmers<br />

can help to lower animals’ stress (in particular<br />

before slaughter).<br />

The impact<br />

In <strong>2011</strong>, the Carlo fund continued its funding<br />

under its three-year commitment (2009-<strong>2011</strong>)<br />

of CHF 70,000. The results show that greater<br />

contact between humans and animals, especially<br />

via handling techniques, makes it possible to<br />

significantly reduce stress indicators (blood levels<br />

of lactate and glucose).<br />

A livestock-rearing<br />

system damaging<br />

to animals’ well-being<br />

Reducing animals’ stress<br />

Correlation between<br />

contact with people and<br />

decreased animal stress<br />

53


Donor-advised fund<br />

Citrina Fund<br />

Fighting cancer<br />

The donor’s motivation Giving strategy<br />

The fund was created in memory of the founders<br />

of the Citrina Foundation, set up in 1979 in Liechtenstein<br />

and active in the field of cancer. The fund<br />

has been brought into <strong>Fondation</strong> <strong>Philanthropia</strong> to<br />

keep it operative over the long term in a structure<br />

that permits sustainable management at moderate<br />

costs.<br />

Portrait of the fund<br />

This donor-advised fund supports a wide range of<br />

projects related to cancer, including, among others,<br />

research and patient care.<br />

54<br />

Cancer is a human drama and a major social challenge.<br />

It affects 25 million people worldwide, but<br />

the chances of recovery are higher today due<br />

to better detection and treatment methods.<br />

There are different ways of tackling cancer – via prevention,<br />

screening, research and treatment among<br />

others. The main goal is to reduce the incidence<br />

of the disease and improve the quality of life and<br />

support for patients and their families.<br />

It is therefore necessary to increase preventive<br />

action and research while optimizing care costs,<br />

and to enable patients to benefit rapidly from<br />

scientific discoveries.<br />

One in three people<br />

will be affected by cancer<br />

at some stage in their life


Focus on a project supported<br />

by the Citrina fund<br />

Union for International<br />

Cancer Control (UICC)<br />

The challenge<br />

More than 3.3 million people die each year in pain<br />

without access to adequate pain relief treatment.<br />

Morphine is safe, inexpensive and easy to administer<br />

in resource constrained settings. However,<br />

millions of individuals with cancer cannot access<br />

pain relief because of a number of factors including<br />

legal restrictions, weak health systems, poorly functioning<br />

markets and misconceptions about drug<br />

misuse and addiction. The Treat the Pain program<br />

was initially tested in Uganda, where it met with<br />

very encouraging success. This approach is now<br />

being replicated in Nigeria, where some 170,000<br />

patients die every year without pain relief.<br />

The objective<br />

Treat the Pain is a joint program of the Union for<br />

International Cancer Control (UICC) and the American<br />

Cancer Society (ACS) to make effective pain<br />

control measures universally available to cancer<br />

patients by 2020.<br />

This objective can only be achieved by working<br />

side by side with governments and civil society to<br />

overcome the obstacles that still prevent access to<br />

pain relief. In Nigeria, the program aims to increase<br />

the number of patients receiving pain relief from<br />

the current count of 270 to 100,000 by 2014.<br />

The impact<br />

An agreement has been signed with the Nigerian<br />

Ministry of Health to hire one full-time staff member<br />

to implement the project. The first real step in<br />

this direction was the government’s purchase of<br />

26 kg of morphine – the morphine acquired since<br />

2007 amounted to barely a kilo. The Citrina fund is<br />

contributing CHF 100,000 to this new phase of the<br />

project.<br />

3.3 million patients<br />

die every year without<br />

access to palliative care<br />

UICC<br />

Increasing the number<br />

of patients receiving<br />

pain relief from 270<br />

to 100,000<br />

26 kg of morphine<br />

now available<br />

55


A perspective on the impact<br />

of grant-making foundations<br />

Interview with Beate Eckhardt,<br />

Secretary General, SwissFoundations<br />

As Secretary General of SwissFoundations, how<br />

do you view the giving strategy of foundations<br />

and the impact of philanthropy in Switzerland?<br />

For some years now, the landscape of Swiss<br />

foundations has been seeing a real renaissance.<br />

This is a clear shift marked by continuous growth,<br />

hundreds of new foundations created every year<br />

and increasing professionalism within the sector,<br />

as borne out by the awareness that a consistent<br />

giving strategy is needed to ensure the efficient<br />

use of funds.<br />

Foundations in Switzerland are estimated to hold<br />

more than CHF 50 billion. Yet large as this figure<br />

may seem, the foundations themselves are niche<br />

players in comparison with government organizations.<br />

As a result, foundations need to examine<br />

even more carefully the areas in which they would<br />

like to actively invest their funds and resources.<br />

They have a unique advantage over other players<br />

in that they are the only ones that can invest risk<br />

capital. So they can encourage innovation at an<br />

early stage and give fresh – and decisive – momentum<br />

to social developments.<br />

Other benefits include knowledge and experiencesharing<br />

as well as cooperation between foundations.<br />

In Switzerland, debate about these topics<br />

has only just begun.<br />

56<br />

What aspects of our current regulatory, tax, and<br />

cultural environment are the main obstacles to<br />

philanthropy in Switzerland and which aspects<br />

work in its favor?<br />

Switzerland has one of the most liberal set of<br />

laws for foundations in Europe. Our country is –<br />

justifiably – considered a veritable paradise for<br />

foundations. It is fairly easy to set up a philanthropic<br />

foundation in Switzerland. Society and politicians<br />

are open-minded and have a positive attitude<br />

toward private donations. But there are obligations<br />

too.<br />

The days when foundations could operate away<br />

from the public eye are definitely over. Foundations<br />

must now be transparent and publish data and<br />

reports. And as part of their self-regulation, they<br />

have a duty to actively inform and communicate.<br />

This is how the sector can show its importance<br />

and its role as a trustee for society. It is also in<br />

foundations’ best interests to anticipate regulatory<br />

requirements if they are to retain control of the<br />

sector’s future.<br />

Foundations can encourage<br />

innovation at an early stage<br />

and give fresh – and decisive –<br />

momentum to social developments


<strong>Fondation</strong> <strong>Philanthropia</strong> will soon be joining the<br />

SwissFoundations network: what advantages do<br />

you see in its membership?<br />

It goes without saying that all foundations, irrespective<br />

of their size, are important stakeholders in<br />

the Swiss philanthropic landscape. However, the<br />

fact that 80% of foundations in Switzerland have<br />

assets of less than CHF 5 million may well call their<br />

feasibility into question.<br />

SwissFoundations is an association that brings<br />

together Swiss grantmaking foundations. For<br />

several years now, we have supported the idea that<br />

umbrella foundations – for foundations with a more<br />

modest level of assets – are an excellent alternative<br />

to the creation of a separate foundation. Umbrella<br />

foundations offer nearly all the advantages of separate<br />

foundations, without any of the disadvantages.<br />

We are therefore delighted that <strong>Fondation</strong><br />

<strong>Philanthropia</strong> has become the fourth umbrella<br />

foundation in the SwissFoundations association.<br />

This strengthens our presence in French-speaking<br />

Switzerland and helps us in our efforts to<br />

position SwissFoundations as the voice of Swiss<br />

philanthropic foundations.<br />

The increasing professionalism<br />

of the sector bears out the<br />

awareness that a consistent<br />

giving strategy is necessary for an<br />

efficient use of funds. 57


Auditors<br />

SFG Société Fiduciaire et de Gérance SA<br />

Bd du Théâtre 10<br />

CH-1211 Geneva 11<br />

Fund manager<br />

Discretionary management mandate<br />

<strong>Lombard</strong> <strong>Odier</strong> & Cie<br />

Rue de la Corraterie 11<br />

CH-1204 Genève<br />

58<br />

<strong>Fondation</strong> <strong>Philanthropia</strong> Copyrights<br />

Contact<br />

contact@fondationphilanthropia.org<br />

p.1 © SOS SAHEL<br />

p. 4 © Stand Proud<br />

p. 6 © ADIE<br />

p. 8 © WaterAid<br />

p. 10 © The Green Belt Mouvement<br />

p. 13 © Institut Curie<br />

p. 17 © Ville de Lausanne<br />

p. 18 © A. Cheron – Institut Gustave Roussy<br />

p. 21 © SOS Sahel<br />

p. 23 © SOS Sahel<br />

p. 24 © Apprentis d’Auteuil<br />

p. 25 © Adie<br />

p. 26 © FiBL<br />

p. 27 © Plugarts<br />

p. 28 © AIMS<br />

p. 29 © Institut Pasteur<br />

p. 30 © Rémy Gindroz<br />

p. 31 © Karuna Shechen<br />

p. 32 © SOS Sahel<br />

p. 34 © Kenya Red Cross Society<br />

p. 35 © Kenya Red Cross Society<br />

p. 37 © Kenya Red Cross Society<br />

p. 41 © Equipe Saint-Vincent<br />

p. 42 © Equipe Saint-Vincent<br />

p. 43 © Equipe Saint-Vincent<br />

p. 44 © SOS Sahel<br />

p. 45 © SOS Sahel<br />

p. 47 © ProSpecieRara<br />

p. 49 © Katia Cruz<br />

p. 50 © PMAF<br />

p. 51 © ProSpecieRara<br />

p. 52 © PMAF<br />

p. 53 © ProSpecieRara<br />

p. 54 © UICC<br />

p. 55 © UICC


<strong>Fondation</strong> <strong>Philanthropia</strong><br />

Rue de la Corraterie 11<br />

CH-1204 Geneva<br />

contact@fondationphilanthropia.org

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