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european
foundation centre
annual review 2019
E
F oundations
F
E urope
C
T ogether
european Contents
foundation centre United in diversity, foreword by the EFC Chair
30 years of the EFC 4
2
annual review 2019 Learning
from the expertise and experience embedded in the sector 6
Connecting
people for inspiration and joint action 10
Representing
Why an elephant philanthropy for favourable policy and regulatory environments 16
‘If your organisation was an animal, what would it be and why?’ This question was
recently posed to participants, including EFC staff, at an external meeting. This pre-
sented a great opportunity for us to think about our attributes and try to find a
Building
the evidence base, serving members’ information needs 22
creature to match. While the EFC has the characteristics of many animals, we
felt that the elephant was the best analogy to describe who we are. We didn’t
choose the elephant because of its intelligence, collective memory, strength,
ability to protect, deliberate actions, longevity, focus on relationships and Raising visibility
affinities, capacity to both lead and work in a team, and its keen communi- of philanthropy’s value and impact 28
cations skills (although of course all of these are applicable to the EFC!).
But rather because each part of the elephant’s body, in particular its
unique trunk, enables it to achieve something special, and depending Last word from Gerry Salole 32
on your interaction with the EFC, you will experience a different part
EFC events 2019 34
of the elephant, without necessarily knowing that as well as its trunk,
it also has tusks, ears, legs, a tail, and a thick skin! EFC membership 2019 36
Perhaps you know the ancient Indian story of the six blind men About the EFC 39
of Indostan. Each touched a different part of the elephant, and
because they only touched that one part, they had totally dif-
ferent impressions of what the animal actually looked like.
The same can be said of the EFC: Many members know one
area of our work – a peer-learning programme or a The-
matic Network or the AGA for example – but don’t know
what the overall creature looks like.
We hope that you enjoy whichever part of the EFC
elephant you interact with... and we do encourage
you to test its other constituent parts!
In the following pages, we hope you will see The 2019 EFC Financial Statement is printed separately,
how the different parts come together. please contact the EFC for a copy or download from www.efc.be
1
United in diversity 2019 marked an important
year in the sector’s EFC and COVID-19
foreword by the EFC chair advocacy efforts, right?
During the production of this annual review, the
Indeed. The EFC has always pushed for a more
world was and is still suffering from the terrible
To capture the highlights of the year, the EFC enabling operating environment for philanthro-
impact of the COVID-19 pandemic. While referring
py so that it can realise its full potential in
interviewed Massimo Lapucci, Secretary serving the public good. From 2019, this work to current year activities is not a common theme
General of Fondazione CRT and EFC Chair, is being carried out under the joint DAFNE-EFC in annual reviews, we take this opportunity to
Philanthropy Advocacy initiative. The highlight applaud the amazing work being done despite
about his impressions of 2019 – a year
was the launch of the “Philanthropy Manifes- appalling conditions by front line service
that marked the 30th anniversary of the to”, which is a genuine milestone on the road personnel. We also pay tribute to the manner in
EFC and his last full year as EFC Chair. towards a single market for philanthropy. On which all organisations both inside and outside
20 March, in the presence of over 60 represen-
our sector have come together in a spirit of
tatives from the EU institutions, the European
solidarity and citizenship.
So 2019 was kind of a the value of infrastructure. Of course, in any Commission’s Kerstin Jorna (Deputy Director
EFC calendar the AGA and Conference stands General of DG ECFIN) and Michael O’Flaherty
special year, right? out as a flagship event, and last year we con- (Director of EU Fundamental Rights Agency)
You could say that. 2019 marked the EFC’s 30th vened an incredible 800 participants in Paris. provided clear support to this new Philanthro-
The effects of climate change, overpopulation,
anniversary, no small milestone by any organ- EFC Conferences are about bringing the mem- py Manifesto. The momentum is building, and
the speed and frequency at which people trav-
isation’s standards. We often talk about ‘jour- bership together to learn from each other, con- working together is the only way to see our
el, are risk factors for everyone that we can-
neys’ – how far we have come, which direction nect, and create new ideas. But sometimes – as goals achieved.
not ignore, as the recent health and economic
we are heading in – and the EFC has come a in Paris – you have to take stock of the individu-
emergency of 2020 has brutally made evident.
long, long way since its founding in November als who make such a difference, as was the case Your own journey as EFC An emergency that is also a perfect example of
when Sara Llewellin became the first woman
1989 as a membership of just seven organisa-
to receive the EFC Compass Prize. This is the
Chair ends in May, how a challenge which sadly knows no boundaries.
tions. Our 30th anniversary, which you can read
more about on p 4-5 was therefore about much fifth ever prize awarded since its launch ten do you look back on the So, we need to reflect on many things, setting
more than a number. It was a time to look back years ago. This recognition symbolises all the past three years? up strategies and actions to take better care
but more importantly, a critical crossroads to sector should stand for – the strength in unity of our planet, to take care of all of us and of
and community, the onward push for greater I think the last three years have seen tre- our communities. Every aspect, from our way
catch our bearings and decide on the path for-
equality and inclusion. Surely while the EFC is mendous changes at the EFC, catalysed by of working to our way of living, needs to be
wards. That’s why the 30th anniversary blog se-
at its current crossroads, these attributes must the Strategic Framework which began in readdressed and redesigned to make it fu-
ries, later compiled in a special book and then
always remain central. 2016. It gave a mandate to focus on being a ture-proof.
used as the basis for the birthday event in No-
thought-leader and spokesperson for the phil-
vember last year was so important – we need- At the inaugural European Research & Innova- In this unparalleled moment in history, each of
anthropic sector, paying more attention to
ed to have critical discussions on the direction tion Days, which took place from 24-26 Sep- us is called upon to do our part and as always,
global issues and developing a strong analysis,
the EFC and the philanthropy sector could – and tember in Brussels, the EFC co-designed with without wanting to sound like a broken record,
insight and forecasting capability, consolidat-
should – head in future. We have also been cou- the European Commission four key sessions philanthropy has a vital role to play, now, more
ing our bridge-building capacity and to make
rageous this year to begin to look within our exploring the role of philanthropy as a partner than ever in unity. We have already taken steps
the case for institutional philanthropy in Eu-
organisations, to reconsider ourselves, and our in research and innovation. Across the sessions, in the right direction by releasing the joint
rope and beyond. My thanks go to my fellow
contribution to the sector as a whole. This has philanthropy was recognised for how much it statement with DAFNE on European solidarity
Management Committee members and the
been a crucial / vital step towards developing a can bring to the table outside of funding; name- in the wake of the COVID-19 outbreak.
Governing Council over these past years, and
unique voice for philanthropy that is even more ly expertise, convening power, and the ability to
notably Gerry Salole, who is also stepping It is time to work for peace and prosperity to-
incisive, and that can improve our own ability to provide risk capital, among other assets. This
down after leading the EFC for 15 years. gether, appreciating the diversity Europe - and
achieve greater impact. closer cooperation with the EFC has led to the
the world — gives us, and the diversity that
inclusion of philanthropy as a key partner in At this critical crossroads, with new leader-
characterises our own philanthropic networks
ship and collaboration opportunities opening
What were the highlights the Horizon Europe Framework Programme
and organisations. This is why the motto of the
(2021-2028), a first for the sector. This was up, clearly the best path is the one travelled
of such an eventful one of the highlights of many activities – from together.
European Union is called to the fore: “United
in Diversity”. The responsibility is ours and it
anniversary year? advocacy efforts to research projects to joint
is time we step up to the mark.
I think that when Körber-Stiftung gifted its
programmes - undertaken by our Thematic Net- A final remark for the future?
works and Communities of Practice, and a fuller
share of Philanthropy House in November, the
list is available on p 34-35. With 2019, we have left behind us not only a
EFC really came of age, because it was such an
year, but also a completely different world. As
outward sign of trust and faith in the EFC, and
we look towards our future, we must deal with
the irrefutable evidence that shows just how
unsustainable our lives have become.
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EFC ANNUAL REVIEW 2019 EFC ANNUAL REVIEW 2019
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30 years of the EFC Founded on 9 November 1989, the European
Foundation Centre was the result of seven phil-
anthropic organisations (Charities Aid Founda-
Building at the crossroads
On 6 November, the EFC published a collection of
tion, European Cultural Foundation, Fondation the aforementioned blogs in a special commemo-
de France, Fundação Oriente, King Baudouin rative book, entitled “Building at the Crossroads
Foundation, Oranje Fonds, and Stifterverband of Royale and Treurenberg” (referencing the lo-
für die Deutsche Wissenschaft) coming togeth- cation of Philanthropy House, home to the EFC
er to develop the support infrastructure for and hub for the sector in Brussels). Curated by
philanthropy in Europe. 2019 marked the 30th Diana Leat, illustrated by Gerry Salole and with
anniversary of this decision and as such fea- a philanthropy syllabus by Judith Symonds, the
tured in a variety of events, projects and cel- book sheds light on the pathways – and cross-
ebrations. roads – that lie ahead for the EFC and the wider
philanthropy sector. The book was generously We (still) want your perspectives!
The pinnacle was a special event which took place
supported by Oak Foundation and Fondazione CRT.
from 6-7 November at BOZAR, the cultural and ar- The 30th anniversary celebrations may have
tistic hub of Brussels. The event specifically drew come to an end, but we still want all your
EFC 30 th anniversary book contributors on content from a specially commissioned blog opinion pieces on current and future issues
series on the brand new EFC website from some facing philanthropy. If you have something
of the most influential thought leaders on philan- [The past 30 years have] been a to say we would love to hear from you, so
thropy. Rather than a nostalgic meander through very interesting time with many joint please get in touch!
the EFC’s history, the blog posts provided insights
into what the EFC and the philanthropy sector
projects, which fed into infrastructure Check out the blogs on
www.efc.be/whats-new/blogs
What can foundations do to really help must do (better) along the road that lies ahead. contacts and close friendships. In this
support society, to stop it regressing? The Three dedicated sessions at the anniversary event way I got to know and appreciate life in
(including the annual Raymond Georis Debate) Europe and the European idea in a very
short answer is ‘investment and infrastructure’.
used the blog series as the basis for a crucial con-
Building stronger
special way. It is worthwhile to commit
The even shorter answer is ‘Be courageous!’ versation on the future shape of the EFC and the foundations for the future
philanthropic infrastructure:
oneself to living together in Europe.
As part of the 30th anniversary celebrations, Kör-
ber-Stiftung gifted its share of Philanthropy House
Raymond “Wake up Philanthropy – The 2019 Raymond “Foundations and the new to the EFC. This historic gesture provides tangible
Georis Klaus Wehmeier, Chair of the Advisory Board, Körber-Stiftung support for the EFC’s role, both present and fu-
Gearing up for the next Georis Debate zeitgeist – Transitioning
30 years” “Re- imagining in a new era” ture, of championing institutional philanthropy in
the philanthropy Europe and helps safeguard the future of Europe’s
was a call to arms for the addressed the evolving On behalf of the entire EFC, I philanthropy infrastructure. The six founders of
infrastructure”
sector and looked at why, paradigms philanthropy is
am honoured and humbled by this the building – Fritt Ord Foundation, King Baudouin
with climate change and so looked at why getting taking and the ever greater Foundation, Körber-Stiftung, Realdania, Stichting
many other urgent global philanthropy’s architecture need to collaborate and fantastic and generous gift from Körber-
Fonds 1818, and the Van Leer Group Foundation
challenges, philanthropy right is going to be key broaden horizons to meet Stiftung. It reflects a deep trust and – conceived Philanthropy House in 2009 to be a
cannot afford to be on the to the sector’s ability to today’s and tomorrow’s confidence in the EFC and our work, home for institutional philanthropy organisations
sidelines, and why the next create real impact and challenges. in Europe. The announcement was made by Klaus
30 years needs to start change in the future.
a manifestation of their faith in our
SPEAKERS Goran Blomqvist, Wehmeier, Chair of Körber-Stiftung’s Advisory
now. SPEAKERS Carola Carazzone, Lisa Jordan, Luc Tayart de ability to continue this going forward. Board, during the EFC’s 30th Annual General As-
SPEAKERS Aart de Geus, Carol Mack and Rien van Borms and Anthony Tomei sembly (AGA) and Conference in Paris (see p1 1).
Massimo Lapucci, Diana Leat Gendt
and Vinit Rishi
Gerry Salole, Chief Executive of
the EFC, on Körber-Stiftung's
gifting of its share of
Philanthropy House to the EFC
Liberté, égalité,
philanthropie!
Fondation de France added some
30th anniversary celebration to the
EFC’s AGA and Conference in Paris (see
p 11), including a huge birthday cake and
EFC 30 th anniversary event Fondation de France provided the cake during the 30 th EFC AGA and Conference in Paris
the illumination of the Eiffel Tower!
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EFC ANNUAL REVIEW 2019 EFC ANNUAL REVIEW 2019
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Learning
As a dynamic network of philanthropic organisations
from across Europe, and other world regions, our mem-
bers learn from each other across all of the EFC's activ-
ities, and particularly through dedicated peer-learning
programmes geared specifically toward concrete ex-
from the expertise and change of learning and knowledge.
experience embedded Communities of Practice
in the sector Focusing on specific areas
of practice within the
European Foundation
Financial and Investment
philanthropy sector, these Officers (EFFIO)
New EFC Strategic Learning networks of philanthropy This group of senior financial and investment
officers of large independent European foun-
Network launched convening professionals meet dations aims to advance the knowledge on the
experts on strategy, monitoring,
regularly throughout investment environment and practice of foun-
evaluation and learning. dations across Europe and further the profes-
the year to exchange
sionalism of its members. The group met in the
knowledge and expertise. spring (April, London) and autumn (October,
Philanthropy House, marking the 17th anniver-
Based on the success of sary of the network) to discuss investment ob-
Philanthropic Leadership Platform Communications jectives, spending guidelines, asset allocation,
(PLP) exchanges between China Professionals in Philanthropy portfolio performance and management
and Europe, and Latin America The Communications Professionals in Philan- Investment governance
and Europe, the EFC launched thropy Network provides a trusted and safe
Endowment asset management
a new PLP in partnership with space for communications professionals from
the Vladimir Potanin Foundation EFC members to strengthen existing relation- Financial market trends
ships with peers and to build new ones, share
— the Philanthropic Leadership Global economic outlook
knowledge and practices and co-develop solu-
Platform: Russia-Europe. tions on issues of common interest. The network
met twice in 2019: during the spring (discussing
the philanthropy narratives “Communicating
Foundation CEO Exchange
on Europe, Communicating to Europe”, held The CEO Exchange meets a need expressed by
at Philanthropy House, including a study visit EFC members to create a safe and trusted space
to the European Parliament); and the autumn for exchange, learning and reflection among
(sharing best practices on effectively managing CEOs of EFC member organisations. The third
“Crisis communications”, hosted in Athens by edition of the EFC CEO Exchange took place at
Bodossaki Foundation). Philanthropy House in Brussels from 13-14 No-
vember. Topics discussed included harnessing
In March the network launched the digital transformation, digital grantmaking,
Communications in Philanthropy compliance, and regulation/self-regulation.
Survey: Lifting the lid on foundations'
communications. Find out more on p 27 Digital transformation Compliance
Regulation Strategy Governance
New narrative for philanthropy
Legitimacy Crisis communications
The Operations Professionals Network hosted by the Calouste Gulbenkian Foundation in Lisbon
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Strategic Learning Operations Professionals Philanthropic Leadership Platforms
Network new in 2019 Network (OPN) China-Europe (15-22 September, Beijing)
Experts on strategy, monitoring, evaluation and This European-level peer-learning and support The Philanthropic Leadership Platform: Chi-
learning from 23 foundations convened on 5 network of operations managers of internation- na-Europe is an intensive, peer-led leader-
June at Philanthropy House in Brussels to em- al philanthropy organisations provides a safe ship development programme that brings
bark on this new peer-learning journey. space for learning, exchange and discussion together 20 mid- to senior-level philan-
on key finance, IT, administration, operational, thropic practitioners from China and Europe
This new EFC Community of Practice will pro-
HR, legal and capacity development issues. The for a period of 8 days to enhance their lead-
mote learning and knowledge sharing among
network held its summer meeting from 8-9 July ership skills by sharing their knowledge, ex-
peers on topical matters in a safe and trusted
in Philanthropy House, and its autumn meet- perience, creativity and concerns with each
environment and advance strategic learning
ing from 2-3 December in Lisbon, hosted by other. The 4th edition of the Platform took
practice in European philanthropy. In addition
Fundação Calouste Gulbenkian. place in Beijing with key discussions on the
to looking at monitoring and evaluation, this ini-
tiative will tackle a range of information gath- Participants from the five OPN subgroups changing contexts for philanthropy in China
ering approaches and then elevate the discus- (COOs, HR, Finance, Legal and IT) shared in- and Europe, the impact of environmental
sions to the level of strategy. sights and surfaced learnings on a range of PLP China-Europe participants in Beijing challenges, and social entrepreneurship.
important operations topics including grantee The programme has been funded by
Monitoring Evaluation due diligence, diversity and inclusion, business Leadership Management Intercultural exchange Stiftung Mercator since 2016 and led by the
Knowledge Strategy intelligence, budget allocation and legal prac- EFC in partnership with the China Global
tice management. Creativity Social entrepreneurship
Philanthropy Institute.
Change management
Due diligence on grantees Russia-Europe (4-8 November,
Philanthropy House) new in 2019
Diversity and inclusion
Based on the success of exchanges between
Business intelligence China and Europe, and Latin America and Eu-
Artificial Intelligence rope, the EFC launched a new PLP in partner-
ship with the Vladimir Potanin Foundation;
Foreign funding restrictions the Philanthropic Leadership Platform: Rus-
sia-Europe. Participants explored what’s next
in philanthropy and learned from some of their
most innovative peer organisations. This first
Communications Professionals in Philanthropy Network
meeting hosted by Bodossaki Foundation in Athens
edition also focused on the question of how
philanthropic organisations
can co-create, learn, adapt and
PLP Russia-Europe participants at Philanthropy House
scale lasting solutions to socie-
Peer-exchange programmes tal challenges.
WATCH THE HIGHLIGHTS:
Future of philanthropy Innovation Intercultural exchange
Through annual week-long leadership development
programmes, mid- to senior-level staff at EFC member Tailor-made International In 2019, two TIEPOLOs took place on the topics
of strategic learning and evaluation; and evalu-
organisations get a chance to meet with and learn from their Exchange Programme ation methodologies.
philanthropic peers from other European and global regions. Offering Learning 2019 TIEPOLIST placements:
Opportunities (TIEPOLO)
Tsveta Andreeva (European Cultural Founda-
Empowering the Next Thirteen participants discussed the current
TIEPOLO is a one-on-one exchange programme tion) was hosted by European Climate Founda-
state of institutional philanthropy, both in Eu-
Generation of philanthropy rope and internationally and debated key is-
in which individual foundation staff can devel- tion; Bernard Van Leer Foundation; King Baud-
op their skills by spending time working with a ouin Foundation; Compagnia di San Paolo; and
professionals sues and trends. New in the 2019 edition was
designated peer in another European founda- Fondazione Cariplo
the introduction of mentors, where Next Gen
The Next Gen programme gives newcomers to tion. The content of the programme is tailored
participants were matched up with experienced Marijana Jurcevic (Kultura Nova Foundation)
philanthropy a unique chance to interact with to each participant’s particular interest and the
philanthropy professionals to discuss work was hosted by Calouste Gulbenkian Foundation
leading philanthropy practitioners from Europe type of specialised knowledge that they would
challenges and get constructive feedback. (UK office)
and around the world during the EFC’s annu- like to further develop.
al conference (this year the 8th Next Gen took
place in Paris from 22-24 May, see more on p 11). Next generation Future of philanthropy Fundraising and partnerships Evaluation methodologies Legal Impact assessment
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Connecting
We connect our members to each other and to rele-
vant actors in other sectors for inspiration and joint
action through conferences and meetings, incubation of
projects, Thematic Networks of members, and through
Philanthropy House in Brussels.
people for inspiration Annual General Assembly and Conference
and joint action If the AGA and Conference is about one thing, it’s about connection.
At the event European and global philanthropy professionals and leaders
meet face-to-face with their peers in the sector, as well as with academics,
More than 800 key figures
from the world of philanthropy
policymakers and other representatives of civil society. Participants
gathered at the EFC’s 30th Annual exchange and brainstorm during three days of conference sessions,
General Assembly (AGA) and workshops, plenaries, networking breaks, social events and site visits.
Conference from 22-24 May in Bonds formed among delegates last well beyond the conference. EFC staff
Paris, hosted by the Fondation
help facilitate these connections – before, during and after the event.
de France and several other
leading French philanthropic
organisations. Liberté, Égalité,
Philanthropie —
Paris, 22-24 May
The inaugural meeting of the 800+ delegates representing
EFC’s newly launched Children’s 375 organisations
Thematic Network explored 2/3 from the EFC Membership
common ground on children’s More than 800 key figures from the world of
projects, policies and research philanthropy gathered at the EFC’s 30th Annual
and establishing the next steps of General Assembly (AGA) and Conference from
the network. 22-24 May in Paris, hosted by the Fondation de
France and several other leading French philan-
thropic organisations.
Sara Llewellin becomes the first woman to receive the EFC Compass Prize
Taking inspiration from the French national mot-
to “Liberté, égalité, fraternité!” these three as
yet unrealised ideals formed the topics around woman to be awarded the EFC Compass Prize;
which the conference was anchored and raised and Körber-Stiftung gifted their share of Philan-
questions such as “How can philanthropy meet thropy House to the EFC (see more on p 30).
the most pressing challenges?”, ”How can it live Coinciding with the European Parliamentary
up to the values of liberté, égalité, fraternité?”, elections, the stirring renditions of the Europe-
and “How can it empower and lift up those who an anthem, Ode to Joy, that welcomed attend-
are marginalised and have no voice?” ees to the conference, resonated with many of
The conference played host to 3 plenary ses- the feelings, ideals and themes of the event.
sions, 24 parallel sessions, and 13 networking Performed by three very different musical acts,
site visits showcasing some of the best exam- including a Syrian refugee band, the perfor-
ples of philanthropy in action, in and around mances set the scene not just for the Opening
Paris. The conference also witnessed two mile- Plenary but for the conference as a whole.
stones: Sara Llewellin, the Chief Executive of
Solidarity Liberalism Equality
30 th EFC AGA and Conference in Paris the Barrow Cadbury Trust, became the first
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Thematic Networks
If a group of EFC members wishes to form a network
around a common topic of interest, the EFC is there
to support and facilitate this. Our Thematic Networks
are grouped roughly into four streams:
The joint meeting of the Diversity, Mi-
gration and Integration Network and
EPIM looked at “Addressing irregularity”
Equality (29 October, The Hague).
The Disability Thematic Network organ-
Children new in 2019 ; Disability ; The Funders Forum on Sustainable Cities October meeting,
ised the 4th Annual Disability Funders’ Fo- hosted by Fondazione Adriano Olivetti and Fondazione Sviluppo e Crescita CRT in Ivrea and Turin.
Diversity, Migration and rum, enabling foundations working on is-
Integration ; Gender Equality sues related to disability to connect with
one other, explore potential synergies and
get an update about what others are cur-
The Diversity, Migration and Integration
rently working on. The second day was a
Network hosted a webinar on “Philanthro-
py’s role in implementing the UN Global
joint meeting with the Gender Equality Sustainability Specific fields
Network looking at cross-cutting issues.
Compact on Refugees” (30 April).
(19-20 November, Philanthropy House). Environmental Funders ; Arts & Culture, European
The Disability Thematic Network webinar Sustainable Agriculture and Democracy, Research Forum
The Gender Equality Network launched
addressed “Leveraging the disability-related
SDGs in your grantmaking” (26 June).
a new publication “Learning journeys” fo- Food ; Sustainable Cities
cusing on mainstreaming diversity, equality The European Democracy Network co-organised a meet-
The Disability Thematic Network co-or- and inclusion in organisations (21 November, ing on “Digital Literacy” with Civitates (Philanthropy House, 18
The European Environmental Funders
ganised a training seminar with ERA on the Philanthropy House). March).
Group explored the Circular Economy
''Legal capacity of persons with disabilities''
The Gender Equality Network held a webi- (3-4 April, Milan, hosted by Fondazione At the inaugural Research & Innovation (R&I) Days, the EFC’s
(16-17 September, Trier).
nar on “Gender norms & intersectionality: Cariplo). Research Forum co-designed with the European Commission
Expanding the equity dialogue” (4 December). four key sessions exploring the role of philanthropy as a partner
European Foundations for Sustainable
Agriculture and Food (EFSAF) and the in research and innovation. Across the sessions, philanthropy
Research Forum organised a joint meeting was recognised for how much it can bring to the table outside
to investigate the interlinkages between re- of funding; namely expertise, convening power, and the ability
search and agri-food systems (22 May, Paris). to provide risk capital, among other assets. (24-26 September,
Geographic The Funders Forum on Sustainable Cities
Brussels) - New in 2019
The Arts and Culture Thematic Network autumn meeting
Grantmakers investigated whether “Sustainable Technolo-
gy = Sustainable Cities?” (15-17 October, Ivrea focused on “Cultural welfare: What role do arts and culture play
East Forum in the health and well-being of citizens?” (21-22 November, Tu-
and Turin, hosted by Fondazione Sviluppo e
Crescita CRT and Fondazione Adriano Olivetti). rin, hosted by Fondazione CRT and Compagnia di San Paolo).
The 24th annual Grant-
European Foundations for Sustainable The Research Forum held an event entitled, “Towards an im-
makers East Forum
Agriculture and Food (EFSAF) focused on pactful evidence-based research grantmaking” (27 November,
explored the role of foun-
“Agroecology: Role and opportunities for the Barcelona, hosted by "la Caixa" Foundation).
dations in confronting the
new threats and challeng- philanthropic sector” (4 December). The inaugural meeting of the EFC’s new Children’s Thematic
es to civil society in Eu- The European Environmental Funders Network explored common ground on children’s projects, pol-
rope and beyond. (23-25 Group autumn meeting addressed “Fund- icies and research and establishing the next steps of the net-
October, Tbilisi, hosted by ing for the Environment: Connect and learn work. (3-4 December, Philanthropy House) - New in 2019
Europe Foundation). together” which on day two became a joint The European Democracy Network discussed a “New
WATCH THE HIGHLIGHTS: meeting with EFSAF (5-6 December). mandate, nEU opportunities for philanthropy?” (10 Decem-
ber, Philanthropy House)
Grantmakers East Forum 2019, hosted by Europe Foundation in Tbilisi
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EFC and the SDGs EFC Thematic Networks and the SDGs
Understanding European philanthropy, and how The event created a dedicated space to discuss
its work relates to the UN Sustainable Develop- the current models of philanthropic engage- 4 9 11
ment Goals (SDGs), is essential when it comes ment to implement the 2030 Agenda, and to Art & culture
to finding ways of leveraging existing and po- identify opportunities to scale up philanthropic
tential areas of synergy. leadership and transformational action to fur-
ther accelerate SDG implementation.
The work of the EFC’s Thematic Networks cover 1 2 3 4 5 6 10
the entire range of the 17 Goals (even if they Other EFC members present at the event in-
Children
don’t always refer to them explicitly), which are cluded Jesper Nygård, Chief Executive Officer
a key part of the 2030 Agenda for Sustainable of Realdania and EFC Governing Council mem-
Development. Discover which of the SDGs are ber, who spoke at a session on how to effective-
applicable to each EFC Thematic Network! ly scale up philanthropic engagement. 3 4 8 10 11
On 16 July EFC Chair Massimo Lapucci spoke Disability
on behalf of the EFC at the UN event “Philan-
thropy & the SDGs” in New York, taking place
during the High Level Political Forum on Sus- 1 8 10
tainable Development under the auspices of the
ECOSOC.
Diversity, migration and integration
6 7 12 13 14 15
Environment
8 16
European democracy
5 10
Gender equality
3 4 7 11 14 15
Research
2 3 11 12 13
Sustainable agriculture and food
6 8 10 11 12 13
Sustainable cities
15
EFC ANNUAL REVIEW 2019 EFC ANNUAL REVIEW 2019
LE ARNING CONNEC TING REPRE SENTING BUILDING RAISING VISIBILIT Y LE ARNING CONNEC TING REPRE SENTING BUILDING RAISING VISIBILIT Y
Representing
When we talk about “representing” philanthropy, we ac-
tually refer to two very distinct aspects of our advoca-
cy work. The first is helping to connect our members to
policymakers to allow them to better advocate for the
causes and thematic areas that they support in their
philanthropy for favourable everyday work; the second is advocating on behalf of
the philanthropy sector itself, working towards a regu-
policy and regulatory latory ecosystem in which our members can thrive and
do their work efficiently and effectively.
environments
Connecting our members
The EFC European Environmental Funders to policymakers around
Group presented the 4th edition of its
environmental mapping at one of six
themes they care about
workshops during the EESC Civil Society
Days.
The EFC acts as a bridge between EFC members and
policymakers working on the thematic policy areas that are core
to what our members do. We do this through direct engagement
At the inaugural Research & Innovation (R&I)
with the EU institutions, individual policymakers and
Days, the EFC’s Research Forum co-designed consultative bodies. We carried out various activities throughout
with the European Commission four key the year in this area. Here are just some of the highlights:
sessions exploring the role of philanthropy
as a partner in research and innovation.
The EFC and DAFNE launched the joint
Philanthropy Advocacy (PA) initiative – a hub
for legal, fiscal and advocacy efforts on behalf
of the European philanthropy sector.
Philanthropy Advocacy launched the
European Philanthropy Manifesto with four European Research and Innovation Days in Brussels
key recommendations for a more enabling
environment.
Boosting philanthropy’s At the R&I Days, the EFC co-designed with the
European Commission four key sessions ex-
role as a key partner in
ploring the role of philanthropy as a partner in
research and innovation research and innovation. Across the sessions,
A highlight in 2019 for our work to connect philanthropy was recognised for how much it
philanthropy with policymakers was the inaugu- can bring to the table outside of funding; name-
ral European Research & Innovation Days, which ly expertise, convening power, and the ability to
Photo credit: Markus Spiske (Unsplash)
took place from 24-26 September in Brussels. provide risk capital, among other assets.
17
EFC ANNUAL REVIEW 2019 EFC ANNUAL REVIEW 2019
LE ARNING CONNEC TING REPRE SENTING BUILDING RAISING VISIBILIT Y LE ARNING CONNEC TING REPRE SENTING BUILDING RAISING VISIBILIT YNicolas Schmit, European Commissioner for Jobs and Social Rights,
addresses the 4th Annual Disability Funders' Forum in Brussels
Another important recurring concept was Tackling inequality in For example, the EFC European Environmental
the desire on all sides to open up tradition- Funders Group presented the 4th edition of its
al co-funding partnerships to include more
the labour market for mapping of the European landscape of fund-
Philanthropy can and should
co-designing and co-implementing of projects people with disabilities ing by foundations in the field of environment play a more purposeful role in boosting
and programmes. at one of the six workshops organised for the Europe’s environmentally-focused
The EFC’s Disability Thematic Network organ-
EESC Civil Society Days which took place from research capabilities. I see this EFC
The EFC’s engagement with the relevant DGs, ised the 4th Annual Disability Funders’ Forum on
12-13 June in Brussels. The workshop focused
MEPs, and Commissioner Moedas and his 19-20 November, in Philanthropy House, which
on “Transitioning to an economy for people and
study as an important resource for
cabinet around research and innovation led brought together high-level policymakers and
planet.” The EFC also met with DG ENV to pres- reflecting on funding gaps and new
to a concrete change in legislation that allows philanthropy to focus on equality in the labour
foundations to engage directly in partnerships market for people with disabilities, as well as hu-
ent the mapping and explore how philanthropic opportunities to generate more knowledge
organisations working on environment could
with the EU. Philanthropy is now included as a man and social rights issues. Speakers included as we tackle these urgent issues.
better collaborate with the European institu-
key partner in the Horizon Europe Framework Nicolas Schmit, then Commissioner-designate
tions, and DG ENV in particular.
Programme (2021-2028), a first for the sector. for Jobs and Social Rights, along with MEPs,
Moreover, 2019 saw the development of a plan European Commission experts, and heads of This mapping is the most comprehensive
for a permanent structure to allow foundations study to date into support for environmental Luca Jahier, President of the European
leading disability foundations and NGOs.
to engage with policymakers and other initiatives provided by European philanthropic Economic and Social Committee (EESC)
stakeholders on a regular basis through the EIC foundations. It features a detailed analysis
(European Innovation Council) Forum.
Monitoring, research and of the environmental grants of 87 European
analysis on thematic public-benefit foundations, among which
policy areas are many of Europe's largest providers
of philanthropic grants for environmental
In addition to monitoring policy developments, initiatives.
several of our Thematic Networks carried out
research and analysis of the funding landscape
in the thematic areas they work in. This moni-
toring, research and analysis is then used to un-
derpin advocacy work in these areas, serving as
the basis for recommendations and insights for
policymakers.
19
EFC ANNUAL REVIEW 2019 EFC ANNUAL REVIEW 2019
LE ARNING CONNEC TING REPRE SENTING BUILDING RAISING VISIBILIT Y LE ARNING CONNEC TING REPRE SENTING BUILDING RAISING VISIBILIT YAdvocating on behalf of the sector
Philanthropy Advocacy Highlights of 2019 include:
Initiative – A single voice The launch on 20 March of the “European
calling for a Single Market Philanthropy Manifesto” outlining 4 key
policy recommendations with the aim to
In 2019 the EFC and DAFNE launched the joint
work towards an enabling environment for
Philanthropy Advocacy (PA) initiative – a hub
philanthropy in Europe: Recognise philan-
for legal, fiscal and advocacy efforts on be-
thropy; Reduce barriers to cross-border
half of the European philanthropy sector. This
philanthropy; Enable and protect philanthro-
close collaboration between the EFC as a net-
py; Co-grant and co-invest for public good
work of more than 200 of the most influential
and civil society.
philanthropic organisations active in Europe,
and DAFNE as a network of 30 national donor On 16 May, following years of dialogue and
and foundation networks across Europe, brings preparatory work, the European Economic
a strong, new, united voice for institutional and Social Committee (EESC) adopted the
philanthropy at both EU and national levels. opinion “European Philanthropy: An Un- European Parliament debate on a “Single Market for Philanthropy — Helping unlock the potential for public good across Europe”
A new website www.philanthropyadvocacy.eu tapped Potential”, a call for legislative ac-
was launched to house the advocacy work of tion by the EU institutions to improve the op-
philanthropy in Europe. erating environment for philanthropy across
Europe.
PA issued positions Co-funding and
On 1 October, the European Day of Founda-
on the following: co-investing with the EU
EUROPEAN tions and Donors, PA organised a debate in
the European Parliament with high-level
European philanthropy sector pushes back The European Commission’s InvestEU pro-
PHILANTHROPY
on proposed Dutch law requiring disclo- gramme, part of the new Multiannual Financial
representatives from the European Commis- sure of donor information (26 February) Framework (MFF), opens up the opportunity for
MANIFESTO
sion as well as MEPs on the Single Market for foundations to benefit from new financial instru-
European Philanthropy Manifesto calls for a
Philanthropy. An informal working group of ments developed by implementing partners, as
Single Market for Philanthropy (20 March)
MEPs focusing on this issue emerged from
Private resources for public good the event. DAFNE and EFC welcome EESC
of 1 January 2021. A new guarantee instrument
is also in the pipeline with the aim of stimulating
call for an enabling environment more mission-related investments from founda-
PA participated in an expert group of law-
for philanthropy (22 May) tions’ endowments. The EFC is working closely
yers developing guidance for defensive
strategies for the philanthropy and civil EU Supranational Risk Assessment partially with DAFNE and EVPA to build the market for
society sectors under the lead of the Eu- lowers risk rating for NPOs (19 September) this instrument. An “InvestEU Foundations Task
ropean Centre for Non-Profit Law (ECNL), to Force” was set up in August to provide guidance
Strong cross-party alliance in European
be published early 2020. in this process.
Parliament for easing philanthropy’s work
Overall lowering of the risk related to the for public good across Europe (7 October) Under the lead of EFC member Stefan Batory
Four key recommendations to introduce Foundation, PA also actively engaged with na-
NPO sector in the July EU Supranational
a Single Market for Philanthropy Risk Assessment (SNRA) compared to 2017.
Philanthropy Advocacy joins Bulgarian
tional and EU policymakers around the creation
Donors Forum and other civil society
of a substantial EU-level fund within the MFF to
RECOGNISE FACILITATE ENABLE CO-GRANT AND organisations from across Europe to
philanthropy cross-border AND PROTECT CO-INVEST for promote European core values such as democ-
and ENGAGE philanthropy philanthropy public good condemn action against the Bulgari-
racy, rule of law, and fundamental rights and
WITH IT and civil SOCIETY an Helsinki Committee (8 October)
freedoms within the EU.
Monitoring, research and analysis
The role of foundations for our society is essential, as they focus on The EFC is dedicated to analysing new trends levels, as well as through written articles and
areas often neglected by the for-profit sector and forgotten by the public and developments in this area, and staff regu- analysis pieces in a range of outlets covering
sector. Their involvement is therefore perfectly complementary to EU larly address these issues on different expert issues around the operating environment for
panels and events at national and international philanthropy.
funds, activities and expertise.
Maria Da Graca Carvalho, MEP at the European Parliament debate on 1 October
21
EFC ANNUAL REVIEW 2019 EFC ANNUAL REVIEW 2019
LE ARNING CONNEC TING REPRE SENTING BUILDING RAISING VISIBILIT Y LE ARNING CONNEC TING REPRE SENTING BUILDING RAISING VISIBILIT YBuilding
Building a solid evidence base on our members, who
reflect the broad diversity of philanthropy in Europe,
gives us a unique understanding of the sector, and
supports our advocacy and outreach work. For EFC
members, our Knowledge Hub serves as a resource for
the evidence base, serving informing strategic decision-making and identifying
peers and partners.
members’ information needs
Institutional
Looking at the “Practices and
behaviours” of our members,
Philanthropy
we launched new analysis
and benchmarking projects
Spectrum
based on the following four key
trends: strategic partnerships
(IPS) new in 2019
to leverage funds; diversity; In 2019 the EFC produced a publication outlin-
ing the EFC's Institutional Philanthropy Spec-
evaluation and learning; and
trum (IPS), a flexible framework for collecting,
communicating impact. analysing and disseminating knowledge on the
European philanthropy sector. Find out more
about our work with the Spectrum on p 26-27.
We published “European
philanthropy at the nexus of
disability and the SDGs”, one of
Serving members’ information needs
four key publications in 2019. We build our evidence base to underpin our approach potential partners. The resulting
advocacy work, and to serve the information research also forms a layer of the EFC knowl-
needs of our members. Our Knowledge Hub edge base, helping it grow and stay relevant in
provides information that serves our members meeting the needs of members. We also use
in their strategic decision-making and helps research request topics and results to spark
Our Knowledge Hub provided
them identify partners for collaboration and further conversations through peer-learning
62 research support requests to exchange. events, making connections between people
40 members, the most common interested in or working on the same topics, or
90% of our answers to members’ research re-
being ones related to children through thought pieces disseminated through
quests earned the highest score for satisfac-
and youth. our communications channels.
tion from EFC members!
In 2019, the Knowledge Hub provided 62 re-
search support requests to 40 members, the
Research service
most common being ones related to children
For EFC members the Knowledge & Intelligence and youth. A high number of requests also con-
team provides the following types of research: cerned operational issues such as exit strate-
gies, mission-aligned investment, anti-terror-
Who is funding in specific thematic or
ism compliance and risk management.
geographic areas
How other organisations operate
Questions about the sector as a whole
Members use this research to inform strate-
Photo credit: Fons Heijnsbroek (Unsplash) gy in their organisations, and to identify and
23
EFC ANNUAL REVIEW 2019 EFC ANNUAL REVIEW 2019
LE ARNING CONNEC TING REPRE SENTING BUILDING RAISING VISIBILIT Y LE ARNING CONNEC TING REPRE SENTING BUILDING RAISING VISIBILIT YThematic mappings In 2019, the EFC produced publications on: EFC Virtual Library
Philanthropy Prizes
EFC members use their membership in The- The EFC curates this publicly-available, ful-
(co-funded by the European Union’s
matic Networks to commission large-scale data ly-searchable collection of more than 1,000
Horizon 2020 programme)
gatherings aimed at providing an overview of free-to-download publications on philanthropy
a particular topic or practice. These mappings
The Institutional Philanthropy Spectrum and foundations. It includes publications, map-
are used to inform their strategies, identify
Research and funding across boundaries pings, reports and other documents about the
priority areas and connect with potential part- European philanthropy sector; trends and de-
ners. In some cases, such as the “Environmen-
European philanthropy at the nexus velopments emerging from the membership;
tal funding by European foundations” mapping, of disability and the SDGs the management of philanthropic organisa-
First accessible EFC publication
these span several years, allowing for multi- tions; and the areas they are involved in and
year analysis. These publications are publically available support.
through the EFC Virtual Library.
The content of the library is curated to surface
knowledge that members will find useful, and
we are continuously adding new resources pub-
lished by our members, as well as resources
they suggest for inclusion. The library is part
of the EFC’s commitment to knowledge sharing
and giving visibility to the work of our members.
The most downloaded EFC
publications in 2019 were:
Arts and culture at
the core of philanthropy
450 downloads
Environmental funding vol 4
400 downloads
Legal and fiscal
country profiles
Our legal and fiscal country profiles, which form
an important layer of our knowledge base, give
an overview of the legal and fiscal operating en-
vironments for foundations in countries across
Europe and beyond. All profiles, which are avail-
able on the EFC website, contain information
such as requirements for registration, report-
ing, economic activity, and governance, among
several other aspects.
There are plans for a new edition of the profiles
in the near future, the next one being produced
under the Philanthropy Advocacy initiative.
25
EFC ANNUAL REVIEW 2019 EFC ANNUAL REVIEW 2019
LE ARNING CONNEC TING REPRE SENTING BUILDING RAISING VISIBILIT Y LE ARNING CONNEC TING REPRE SENTING BUILDING RAISING VISIBILIT YThe Institutional Feedback from EFC Networks
Philanthropy Spectrum Surveys
Analysis by EFC
Too often the philanthropic sector is viewed in 2D. Who is
funding what project? How much money is spent? What types
Research Knowledge Hub
of philanthropy projects exist? This approach of only focusing
Requests from members
on a few parameters has led to a narrow and distorted view
of what is actually occurring in the philanthropic sector.
Recognising the need to gain a more accurate view, the
EFC has been adding a third dimension to philanthropy.
Strategic partnerships to leverage funds
Developed by the EFC, the Spectrum is de- aims to help capture the diverse and evolving After receiving numerous information requests from EFC members enquiring about how other members raise
signed to be circular rather than linear, illustra- nature of the sector as well as allowing the user funds for their missions, the EFC organised a peer-learning exchange on the topic on 6 Feb. The group of
tive rather than definitive, and as such, open to to visualise, explain and possibly foresee prac- members present at the meeting had an average of 2.5 employees dedicated to raising funds at their organisation.
continuous evolution. Taking a functional rath- tices and actions based on relations between
er than legalistic approach to understanding different elements identified in the spectrum.
European philanthropy, the Spectrum serves
For more information please visit
Diversity
as a framework to build systematic knowledge At a meeting held in Brussels from 20-21 November, the EFC Gender Equality Network launched an initial analysis
www.efc.be/ips
about the field of institutional philanthropy. It of the internal gender mainstreaming experiences and approaches of six of its members: C&A Foundation,
Fondation CHANEL, Joseph Rowntree Charitable Trust, King Baudouin Foundation, Open Society Foundations,
and the Wellcome Trust. The report, entitled “EFC Gender Equality Network: Initial Gender Mainstreaming
Assessment”, is the first in a new series called “Diversity, Equality and Inclusion Learning Journeys”
Key recommendations for gender mainstreaming:
Financial resources
Type of resources and size of assets • Get the commitment of your organisation’s leadership • Focus on intersectionality
• Develop a strategy • Allocate resources • B
ring in experts • Share responsibility
Use of assets
Financial tools, staffing, non-financial
assets and tools, scope and approaches Evaluation and learning
The EFC undertook a benchmarking study to better understand how EFC members are
Governance conducting monitoring, evaluation, and strategic learning, with a report due in 2020. A light
analysis was presented in June at the launch of the new EFC Strategic Learning Group.
Governance arrangements, time horizon
and organisational and legal forms Key findings:
• Average annual budget of €3 million dedicated to Strategic Learning
• Representing 2.2 % (on average) of their total budget
Practices and behaviours • An average of 3 employees in monitoring, evaluation and learning roles.
Operations and interactions
with peers and stakeholders
Communicating impact
Relevance In partnership with the EFC Communications Professionals in Philanthropy Network,
the EFC undertook a benchmarking study to better understand how our members
Roles, functions and public good areas are communicating strategically and leveraging different tools.
Key findings: • 3-4 FTE working • Most used social media: • 51 % assess their
• Top areas of work: specifically on Twitter (59 %) public perception
Education (49 %) communications LinkedIn (56 %) • 46 % have a crisis
In 2019, the EFC Knowledge Hub looked in depth To explore these topics further, we launched Facebook (54 %)
Health (49 %) • 56 % are already communications policy
at the trends emerging from the research it had new analysis and benchmarking projects based YouTube (54 %)
Socio-economic members of the EFC • 39 % have partnered
undertaken, information requests from mem- on the following four key trends: Strategic part- Instagram (32 %)
development (44 %) Communications with media
bers, feedback from our networks and specific nerships to leverage funds; diversity; evalua-
Arts and culture (41 %) Professionals in • 68 % use analytics
surveys to gain insights into the practices and tion and learning; communicating impact. From
Environment (37 %) Philanthropy Network for their websites
behaviours of our membership. these trends came four concrete outcomes in-
and social media
cluding a new Community of Practice.
27
EFC ANNUAL REVIEW 2019 EFC ANNUAL REVIEW 2019
LE ARNING CONNEC TING REPRE SENTING BUILDING RAISING VISIBILIT Y LE ARNING CONNEC TING REPRE SENTING BUILDING RAISING VISIBILIT YRaising visibility
We raise the visibility of European philanthropy by
developing and sharing a narrative on our sector’s
value and impact, the tangible benefits it brings people
every day, and its role in responding to the challenges
societies face. We champion the diversity of the sector
of philanthropy’s value as a critical asset which inspires fresh ways of thinking
and acting.
and impact
Communicating the sector’s work
The new EFC website
The EFC uses a wide variety of ways to ensure that the valuable
foregrounds EFC member work of its members and the sector at large is communicated
opinions, best practices and effectively. This includes the dissemination of news, analysis,
activities to better reflect the blogposts and publications through EFC and partner channels,
dynamic and diverse face of
and external media.
philanthropy.
Presentations and outreach
A series of special Communicating about the EFC, our member-
ship, and the sector is something all our staff
30th anniversary blogs looked
are involved in. Throughout the year, our staff
at the past, present and future participate in conferences, seminars and meet-
direction of the EFC and the sector. ings, making the case for institutional philan-
thropy and how it improves and increases ways
in which private resources result in public good.
Find out more on p 34-35.
We published a commemorative New EFC website
30th anniversary book featuring New EFC website new in 2019
30 essays from philanthropy’s
As part of its 30th anniversary activities, we EFC 30th anniversary
thought leaders. launched a new www.efc.be one week ahead blog series new in 2019
of the start of our annual conference in Paris.
Adopting a new approach and easier navigation, Along with a dedicated anniversary event in the
the website aims to encourage engagement and autumn, part of the EFC’s 30th birthday activ-
Philanthropy House welcomed to champion philanthropy by telling the story ities (see p 4-5) included a specially commis-
three outstanding exhibitions of the sector through the work of foundations, sioned blog series with posts from some of the
providing a space to share thought-provoking most influential thought leaders in philanthropy
covering artisanal life in
and even controversial insights on hot topics, discussing the EFC’s past, present and future.
Cairo, cartoons for peace and and through a new EXPLORE feature that lets Thirty of these were then selected to form the
indigenous grantmaking in visitors dive into the topics they are most inter- basis of the EFC 30th anniversary book. Focus-
south-eastern Europe ested in. One major feature of the new site was ing on challenges today and in the future, the
the EFC 30th anniversary blog series (see more blog posts offer insights into what the EFC and
on p 4-5). The site has welcomed nearly 35,000 the philanthropy sector must do (better) going
visitors May to December 2019. forward.
We also posted non-30th related blogs from
across our membership – thank you to all the
authors, and we look forward to posting more
of your views soon!
29
EFC ANNUAL REVIEW 2019 EFC ANNUAL REVIEW 2019
LE ARNING CONNEC TING REPRE SENTING BUILDING RAISING VISIBILIT Y LE ARNING CONNEC TING REPRE SENTING BUILDING RAISING VISIBILIT YYou can also read
