2022 Annual Convening Experience
Wednesday, October 19
8:30am Registration
9:00am - 9:30am Welcome
Honoring the space that’s welcoming us on these days.
9:30am - 11:00am Opening Session:
Let’s Lean In to Co Create
Brief:
We welcome everyone and we are grateful that after all our island has been through during the last few years; hurricanes, earthquakes, a pandemic, and other social inequities, you have taken on the commitment to continue strengthening and improving philanthropic practices to co-creating the present and future of the social sector in Puerto Rico.
The past few weeks have strongly reaffirmed the importance of meaningful connection, inspiration, authentic ideas and heartfelt conversations to create a more equitable Puerto Rico. This is the time to share those experiences and find ourselves in other people’s stories.
In this kick off meeting for our 2022 convening we’ll start with a workshop of why we are ready to Lean In to Co Create. We believe that it’s time to share those experiences and find ourselves in other people’s stories. We’ll have exercises to dive in and get us started Lean In to Co Create.
Topics to be discussed:
Group cohesion dynamic called “Hot Seats”. As a collective we will take responsibility for communicating, taking into consideration other people’s stories, vision and projects to contribute meaningfully to each other.
Speakers:
Glenisse Pagán & Anja Paonessa Filantropía Puerto Rico
11:00am - 12:30pm Trust-Based Philanthropy Practices
Brief:
In these times of dramatic change, as grantmakers we have a responsibility to examine our decision-making practices to see how they have contributed to systemic inequalities and how they contribute to a more just and equitable social sector. Trust-based philanthropy is based on different values and practices that help promote democracy, equity, shift power and build mutually accountable relationships.
Topics to be discussed:
Values, structures, culture, leadership, transparency and participatory grantmaking practices and concrete ways for funders to begin shifting from traditional to trust-based grantmaking. We will discuss case studies among foundations with different perspectives.
Speakers:
Alexandra Hertell Fundación Segarra Boerman
Mynor Alejandro Veliz Headwaters Foundation
12:30pm - 1:30pm Lunch
Optional Walkthru Luis Muñoz Marin Foundation Museums
1:30pm - 3:00pm Strength through Solidarity - Management Commons and the Future of Nonprofit Resource Sharing
Brief:
Fiscal sponsorship has seen tremendous growth in attention and utilization in recent years, largely in response to our national social justice reckoning, climate change, and the COVID pandemic. These forces have accelerated innovation in the field and moved fiscal sponsorship from a backwater tool for incubation of new nonprofits and temporary projects, to a new paradigm of practice, management commons, that holds the potential to fundamentally restructure our sector toward long-term shared infrastructure and more equitable access to nonprofit resources.
Fiscal sponsorship is leading the way in promoting diversity, equity, and more efficient and inclusive access to backbone services and philanthropic resources. Funders are playing a critical role in the growth of the fiscal sponsorship field. Join us for a presentation and discussion led by HASER and Social Impact Commons, a national leader in advancing and building the field of management commons, so that anyone with the will to do social good can have ready access to the resources they need to get to work.
Topics to be discussed:
Fiscal sponsorship as a legal and collective impact tool. Different models of fiscal sponsorship. Relationship between a public charity with tax exemption and a project. Responsibility of a fiscal sponsor. Administrative challenges of a nonprofit and a fiscal sponsor. Compliance with tax-exempt rules.
Speakers:
Colibri Sanfiorenzo HASER
Josh Sattely Chief Legal Steward, Social Impact Commons
Thaddeus Squire Chief Commons Steward, Social Impact Commons
3:00pm - 4:30pm Learning to Listen: Workshop to Co-Create
Brief:
Through this session, we want to encourage entities to reflect on the collective they seek to support by critically analyzing the experiences and lessons learned by Filantropía Puerto Rico (FiPR) through the “Learning to Listen” project. We will present IDEAR, a guide designed for philanthropic entities, that was inspired by the growth in membership of our organization and the transformation of the FORWARD Puerto Rico Fund aiming to sustain and support the philanthropic ecosystem, and achieve systemic change in Puerto Rico.
Topics to be discussed:
Filantropía Puerto Rico will present the process of the Learning to Listen project and IDEAR, the toolkit that came out of it. We will exercise to create a toolkit together and identify models, definitions, philanthropic practices and listening practices that can be used.
Speakers:
Alejandro Cotte and Lyvia N. Rodriguez Del Valle El Enjambre
4:30pm - 6:00pm Networking & Cocktails
Once a year we convene philanthropic entities working for Puerto Rico to get together, exchange ideas and, most importantly, get some face to face time. Join this end of day session where families and pets are welcome, have a cocktail (if so inclined), and come ready to engage with other grantmakers and colleagues.
Thursday, October 20
9:30am - 11:00am Funders Alignment in Response of Disaster Recovery
Brief:
As grantmakers we have the mission to continue supporting the efforts of the social sector by joining strategies, objectives and specific actions within us. The social sector has immediately mobilized to address the community’s efforts.
Just as with Hurricane Fiona, we recognize that crises on our island will continue to occur, but we must ask ourselves: how can we align funders who want to support the response to these events to develop strategic social investment, promoting equity and justice? We want to continue the conversation with our peer funders to co-create social impact strategies that will have a significant impact on our island.
Topics to be discussed:
As grantmakers, you support the efforts of the social sector. You do this more effectively by uniting strategies, objectives and collaborating with specific actions.
We are aware that natural disasters and other crisis on our island may and will continue to occur, so let’s take a moment as a collective to reflect about:
- How can we have an effective response to the organizations responding to the crisis?
- Responding to a crisis causes an extreme strain on organizations across the island, causing a ripple effect of immediate and emergent needs throughout the communities, how can we support them for the long term more effectively?
- Non local philanthropy is fueled in times of crisis, feeling a sense of urgency they supporting initiatives that spark their interest, how can we act and align to have an effective and just response?
- What would a good crisis response look like?
- What can we do to create a robust response infrastructure?
Speakers:
Glenisse Pagán Filantropía Puerto Rico
11:00am - 12:30pm Collective Reimagining
Brief:
Together we will explore how the commitment to “Collective Reimagining” can support the Filantropia network’s with generating more equitable opportunities and outcomes in Puerto Rico. During this session members of the network will explore ways to work together that address inequities and create new possibilities that lead to lasting change.
Topics to be discussed:
- Engage in meaningful conversations that inspire authentic connections and collaboration
- Build a better understanding of systemic inequities and the challenges individuals and communities in Puerto Rico are facing
- Imagine beautiful possibilities for the present and future of the social sector in Puerto Rico
- How would you describe the future that you’re working towards for PR? Exercise/group division
Speakers:
Bianca Casanova Anderson, Rachel Leonidas and José Ortiz-Pagan Pro Inspire
12:30pm - 1:30pm Lunch
Conjunt Session
1:30pm - 3:00pm Recent Outlook on Endowments
Brief:
A conversation on the effects the changing market environment has on endowments. Explore our diverse Endowment structures and Spending Policies associated with them. Let’s reflect on how to address our collective giving power.
Speakers:
Hector Gonzalez Financial Advisor
Conjunt Session
1:30pm - 3:00pm Peer Groups: Our People at the center
Brief:
As grantmakers we need to continue listening among peers in the ecosystem to share experiences, perspectives, interests and strategize together to further advance the mission and agenda for the social sector. Human resources, accounting, communications and programs, among other areas, are at the heart of our organizations. In this session we play to design a future in which all levels of our organizations are interconnected from the Philanthropy platform, to support the work ahead.
Speakers:
Dayani Centeno Torres Voz Activa
Anja Paonessa Filantropía Puerto Rico
3:00pm - 4:30pm Innovating: The why and what of Co-Creation
Brief:
This final session will focus on co-creating the future of our collective. We will share FiPR future plans and unpack the different ways we come together that inspire us to innovate the present and future of Puerto Rico.
After listening to each other and immersing ourselves in lean in and co-create, we will unpack the different ways of coming together that inspire us to innovate the present and future of Puerto Rico. This last session will emphasize the importance of co-creating the future of the social sector as a collective. Most importantly, as a network of changemakers on our island, we will outline best practices to co-create, inspire, mobilize and build transformation together.
Topics to be discussed:
The projections of Filantropía Puerto Rico. The present and future of the social sector. Best practices to co-create as a collective.
Speakers:
Glenisse Pagán and Anja Paonessa Filantropía Puerto Rico
5:30pm - 7:30pm A party with our network!
Glenisse Pagán
Filantropía Puerto Rico
Anja Paonessa
Filantropía Puerto Rico
Bianca Casanova Anderson
Pro Inspire
Rachel Leonidas
Pro Inspire
José Ortiz Pagán
Pro Inspire
Alexandra Hertell
Fundación Segarra Boerman
Mynor Veliz
Headwaters Foundation for Justice
Hector González
Financial Advisor
Colibri Sanfiorenzo
HASER
Josh Sattely
Social Impact Commons
Thaddeus Squire
Social Impact Commons
Dayani Centeno Torres
Voz Activa
Lyvia N. Rodríguez Del Valle
El Enjambre
Alejandro Cotte
El Enjambre
