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Join a Study Tour for Grantmakers

 

From Guanajuato to North Carolina: A Tale of Two States

September 7–13, 2008

 

The Challenges of Transnational Communities

Download the registration form
Dowload the brochure
Read the invitation from Steve Gunderson

Introduction and Invitation

You are invited to join the Council on Foundations and Hispanics in Philanthropy for a transformative ex­perience of communities across borders. This study tour is the first in a series of unique tours for grantmakers focusing on transnational com­munities in the United States and Latin America. These tours are designed for executive-level funders and intended to spark a dialogue among philanthropic leaders to increase understanding of the complex dynamics of emigration/immigration by taking an up-close look at several transnational communities.

During the first tour, a core group of phi­lanthropic leaders will visit several Latino communities in North Carolina and Guanajuato, Mexico, over a one-week period. The group will meet with local leaders and visit community projects to witness firsthand the challenges that both immigrant-receiving and immigrant-sending communities are facing and what they’re doing about it.

Additional travel tours are tentatively scheduled for Guatemala in 2009 and the Dominican Republic in 2010.

 

Context

Today, we are witnessing a blending of cultures and economies on an historic scale between the United States and Latin America. A 2006 study by the University of North Carolina at Chapel Hill found that Latino immigrants in North Carolina have a net, annual cost of $61 million to the state’s budget for education, healthcare, and corrections. The study also found that immigrant workers and consumers contributed approximately $9 billion to the state’s economy through purchases, taxes, and labor. This workforce contribution represents a loss in economic and social input in the immigrants’ native countries, even when remittances are counted. There are towns in Mexico and Central America that at any given time, half the population is living and working in the United States. At the same time, the influx of immigrants into small cities and rural towns can add to perceived economic pressures and result in backlash from the receiving communities.

 

The numbers are compelling. Consider these factors:

·        Today, 42 million Latinos live in the United States. By the year 2050, Latinos will comprise 29 percent of the population. Every region of the United States has been affected.  

·        Shifting demographics and regional economic development take on a sense of urgency and opportunity at the heart of the immigration debate.

·        As the social, economic, political, and cultural impact of these transnational communities continues to grow in im­portance, it is appropriate for the phi­lanthropic sector to take a closer look and understand what is really happen­ing, and explore the greater role it could play in contributing to positive outcomes in these communities.

·       The current relative stability, the im­portance of the region to the United States, and the wealth of opportunities for impact make Latin America an in­triguing and attractive region for phi­lanthropic investments.

 

Why should these issues matter to philanthropy?

Philanthropic support for Latino civil society has reached a critical juncture in the United States. Foundation support for Latin American organizations declined 30 percent between 2002 to 2004 to 5.9 percent of all U.S. foundation dollars spent for international purposes. Furthermore, philanthropic giving by wealthy Latin Americans falls below their counterparts in other regions of the world. Foundation support for U.S. Latino-focused organizations has remained steady at about two percent of all U.S. philanthropic giving over the past 20 years, despite the dramatic growth in the U.S. Latino population during that time.

Ironically, this decline in relative funding comes at a time when Latin America’s philanthropic infrastructure—once virtually nonexistent—is emerging, and the philanthropic landscape is changing with many possibilities for growth. In Mexico, there have been 19 community foundations or similar organizations created. There are an estimated 300,000 millionaires in Latin America, and wealthy individuals like Mexican businessman Carlos Slim are drawing unprecedented media attention to the role of philanthropy. In 2006, remittances from Latino workers to Latin America and the Caribbean were estimated at $58 billion; and increasing numbers of the 600 hometown associations in the United States are serving as vehicles for philanthropic giving back to communities of origin, often in partnership with government.

While the more established foundations that have traditionally invested in the region—Kellogg, Hewlett, Ford, MacArthur, and Packard among others—continue to build on knowledge and experience gained through years of focused initiatives, a new wave of entrepreneurial philanthropists is addressing big global issues with a business approach to measuring risk and outcomes. Therefore, despite the relative decline in philanthropic funding to Latin America and Latino communities in the United States, there is a great deal to be excited about in the philanthropic field. The current relative stability, the importance of the region to the United States, and the wealth of opportunities that can have a considerable impact will make Latin America an intriguing and attractive region for philanthropic investments. Philanthropists have the opportunity, the tools, and the resources to impact a critical region at a critical time.

 

Design and Theme

The study tour aims to facilitate a dialogue among philanthropic leaders who see the potential for impact of social investments in Latin America and Latino communities. This transnational, high-level, practical tour will provide participants an opportunity for learning, peer exchange, and a sharper understanding of the complex dynamics of immigration to the United States from Latin America, including the economic, social, cultural, and political dimensions of both the sending and receiving communities.

 

The one week study tour will include interactive sessions that focus on:  

·        issue briefings with noted experts, academics, and practitioners

·        site visits to projects to hear firsthand from communities and their leaders

·        discussions of best practices, innovative models, and new ideas

·        reflections and peer exchanges

 

In addition, the curriculum incorporates readings, case studies, and other resources to introduce participants to the subject matter.

 

The program will encompass a broad subject area on topics such as:

·        perceptions of Mexican immigration versus the reality in the United States

·        resource mobilization for communities of origin, including remittances

·        the social, economic, and environmental factors that drive migration from Mexico

·        strategies for revitalizing communities of origin in Mexico

·        community support systems and organizing in new and rapidly expanding immigrant destination cities

 

Agenda

Sunday, September 7 - Arrive in Raleigh, North Carolina in the afternoon and check into hotel.

5:00pm – 6:00pm Welcome and orientation reception

6:00pm – 8:30pm Dinner and panel discussion.
A panel of local community leaders will put into perspective the issues facing Mexican transnational communities. Panel moderator: Ivan Parra*, Executive Director, North Carolina Latino Coalition


Keynote speaker: Nolo Martinez*, Director, Center for New North Carolinians and former Governor’s Advisor on Hispanic/Latino Affairs

 

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Monday, September 8

7:00am Breakfast at the hotel


8:00am – 9:00am Travel to Newton Grove, NC (approximate travel time:1 hour)
A morning visit to Newton Grove will allow the group to learn about the issues in an area in rural Eastern North Carolina with a mostly Latino migrant worker and farmworker population. During the bus ride Andrea Bazan*, president of the Triangle Community Foundation, will brief participants on conditions for immigrants, challenges, and the local response.

 

9:00am – Noon Site visit to the Tri County Community Health Center and panel discussion with local direct service providers
Tri County Community Health Center

TCCHC uses a comprehensive approach to healthcare for the region to provide clients with a vast spectrum of medical, social, and mental health services. Tri-County Community Health Council helps the 10,000-plus migrant workers, many from Mexico, who come to the region annually to harvest sweet potatoes, tobacco, and cucumbers.
Casa Cosecha – A nonprofit that provides addiction treatment for adult men, including residential and outpatient services, DWI assessments, case management, referrals, prevention and comprehensive services to individuals and their families. The center has bilingual (Spanish and English) and culturally diverse staff to provide a holistic 12-step approach to addiction treatment.
Episcopal Farm Worker Ministry – The ministry responds to the physical, emotional, and spiritual needs of migrant and seasonal farmworkers and their families, actively supporting opportunities for them to become self-directed.

NC Farmworker Project – A nonprofit that promotes the organization of farmworkers so they can find solutions to their problems collectively, encourages political participation, and fights to improve their living conditions. 

 

Noon – 2:30pm  Lunch.
Exploring the complex relations between labor and business. A discussion with a local farmer and member of the State Farmers’ Association and farmworker members of the North Carolina Farmworker’s Association. 
Moderator: Millie Ravenel,* Director, Center for International Understanding
 
2:30pm – 4:00pm  Site visit to a migrant workers camp.
Seminar participants will visit a migrant farmworker housing camp to understand the conditions of migrant life (workers will not be present). 


4:00pm – 5:00pm Drive back to Durham. 


6:30pm – 8:30pm Dinner.
Panel discussion on the many faces of philanthropy.
Together with philanthropists from the region, we will explore the myriad forms of philanthropy and the creative models for giving that create impact. Panelists will include representatives from:

  • Patronato Mezquital, a hometown association that channels giving from diaspora members
  • Hebron USA, a faith-based model of charitable giving
  • Hispanics in Philanthropy’s Funders’ Collaborative
  • A formal philanthropic organization (to be determined)  

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Tuesday, September 9

8:00am – 9:30am  Check out of the hotel. Breakfast discussion of law enforcement and justice issues.
Participants: Chief of Police Jose Lopez*, Judge Tom Ross* and Judge Laurence McSwain* will provide their perspectives on the laws and enforcement issues that affect immigrants and how these reflect social change.
 
10:00am – 11:30am 
Site visit: El Centro Hispano and the Latino Community Credit Union, two respected organizations that share a building in downtown Durham address social and economic issues of their Latino constituencies.

El Centro Hispano is a grassroots membership organization dedicated to improving the quality of life of the Latino community in Durham by actively involving grassroots leaders in the solution of their own problems. To serve that goal, El Centro Hispano develops educational, cultural and social programs as well as leadership and economic development initiatives in collaboration with other communities and groups.
Latino Community Credit Union (LCCU) is the first financial services institution in North Carolina aimed at the state's growing Latino population. LCCU's mission is to improve the financial condition of the Hispanic community by delivering affordable financial services and financial education programs specifically targeted to undeserved Hispanic immigrants in North Carolina. It is a community–based and member-owned institution.
 
Noon – 1:30pm  Lunch with the media.
A discussion among Spanish language and English language media representatives, examining how the media both shape and reflect perceptions of the Latino community and how these perceptions may differ from the reality.
Moderator: Dr. James Johnson*, Distinguished Professor of Entrepreneurship, University of North Carolina, Chapel Hill
 
1:30pm Travel to airport
 
3:40pm – 9:50pm  Travel to Guanajuato, Mexico 


10:30pm – 11:00pm Transfer to hotel

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Wednesday, September 10

 

8:30am – 10:30am Welcome breakfast hosted by Guanajuato Governor Juan Manuel Oliva*.
Perspectives on the impact of Guanajuato’s high migration rate on local development and the social fabric. The Governor, the State Secretary of Social and Human Development, and/or the coordinator of the Office of Migrant Affairs will set the context for the next two days. Wireless simultaneous translation will be provided.

10:30am – 4:00pm  Site visit to the community of Tamaula (travel time 1:15 min).
Meet the community leaders involved in a goat-loan project funded by HIP’s transnational program, traveling with the leadership of the nonprofit executing agency, Centro Comunitario para las Obras y el Intercambio Cultural y Educativo, CHOICE. This project is also partly financed by remittances from members of the community living and working in the U.S. During the bus trip, project director Juan Luis Alducin, will talk about the area, the particular challenges of the rural communities involved in the project, and the project’s organization. Wireless simultaneous translation will be provided. Box lunches will be provided.
 
4:30pm – 6:30pm Free time to explore the town of Guanajuato.
A guided tour will be available. All participants will meet at the Juarez Theater at 6:30pm.


6:30pm – 9:00pm Dinner.
Rafael Fernandez de Castro*, President Calderón’s advisor for migrant and transnational issues, will present his perspectives on President Calderón’s policies concerning Mexican migration and transnationalism.

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Thursday, September 11

8:00am – 8:30am Check out of hotel. 

9:00am – 12:30pm Breakfast followed by a meeting with local philanthropists at the Ex-hacienda San Gabriel de Barreda, location of the offices of Guanajuato Patrimonio de la Humanidad, a nonprofit dedicated to identifying and preserving Guanajuato’s cultural heritage. Meet with local business and philanthropic leaders representing Unidos por Guanajuato Foundation, Fundación ProEmpleo, the Community Foundation of Leon, and the Community Foundation of the Bajio. Discussion will focus on the challenges facing the civil sector, the landscape for philanthropy, and steps needed to increase the level and impact of social investments.
Moderator: Michael Layton*, Professor, Instituto Tecnológico Autónomo de México, and well-known expert on the civil sector and philanthropy in Mexico.
 
12:30pm – 1:00pm Drive to airport

1:50pm – 2:50pm Travel to Mexico City 

4:00pm Check into hotel

4:00pm Evening reception at the Museo de Arte Popular (Museum of Popular Art)
Hosted by Manuel Arango* and his wife with a private viewing of the exhibits.

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Friday, September 12

8:00am Breakfast meeting with Margarita Zavala*, First Lady of Mexico, at Los Pinos, the Mexican presidential residence. Screening of the film “Por los que se quedan” (For Those Left Behind), produced by the BBVA Bancomer Foundation followed by a discussion of human rights issues, especially as they pertain to migrant children and unaccompanied minors.
 
10:30am – 1:30pm Philanthropy roundtables.
Seminar participants will engage with their Mexican counterparts around specific content areas, such as health, education, economic development, and the environment. Interactive discussions around common goals, successful projects, and challenges; peer exchanges and strategies for collaboration.

1:30pm – 3:30pm Lunch.
Ernesto Cordero Arroyo*, Secretary of Social Development (SEDESOL), will discuss the 3-for-1 Program—its successes, challenges, and future goals.
SEDESOL administers the 3-for-1 program, under which the Mexican government at the federal, state and municipal level matches each dollar remitted by migrant groups in the U.S. for community infrastructure projects.
 
4:00pm – 6:00pm Free time

4:00pm – 6:00pm Dinner hosted by Martha Smith de Rangel*, HIP board member and founding member of the Fundación del Empresario Mexicano (FUNDEMEX), a collaborative corporate funding entity. Open discussion with Mexican corporate and philanthropic leaders on the Mexico of tomorrow, opportunities for greater collaboration with U.S.-based civil sector actors.

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Saturday, September 13

8:00am Breakfast

9:00am – 11:30am Morning reflections and next steps.
Discussion facilitators: Steve Gunderson of COF and Diana Campoamor of HIP.
 
11:30am  Check out of the hotel and return travel to the U.S.

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Fees and Costs

The total cost for the one week study tour is $3,200, which covers hotels, meals, materials, ground transportation, and airfare to Guanajuato and Mexico City. It does not cover airfare to and from the study tour or incidental expenses, which is your responsibility.

Space is limited to 25 participants to ensure the highest level of interaction and exchange with the local hosts and among the participants. Preference will be given to senior executives from grantmaking institutions who have influence over their organizations’ strategic goals and programmatic activities. In order to guarantee your place for this exciting study tour, download the registration form and register early. A $300 deposit is required at the time of registration. Deposits are refundable for cancellations made by July 31, 2008.

If you would like to to register online, please click on on of the options below. Please note that in addtion to this online registration you must download and submit the registration form provided at the top of this page.

 

To pay Deposit Only
To pay the Full Amount
 
If you have already paid a deposit, and would like to pay the reamining Balance

For additional information, please contact either Nadia Martinez, Council on Foundations, at Nadia.Martinez@cof.org or Natalia Sturla, Hispanics on Philanthropy, at natalia@hiponline.org.

 

About Philanthropic Initiative for the Americas

Philanthropic Initiative for the Americas (PIA) is a collaboration between the Council on Foundations and Hispanics in Philanthropy, which arises out of a common interest in increasing strategic philanthropic investments in the U.S. Latino civil sector and fostering the growth of philanthropy throughout the Latin American and Caribbean regions. A core component of the initiative is a series of travel study tours that will offer peer exchanges and learning opportunities for leaders in the philanthropic community. The purpose of the study tours is to focus on the economic and social inequalities at our southern borders that call for a strategic, unified investment by philanthropists today. The study tours are modeled after the highly successful travel seminars to South Africa—organized by the Council’s former CEO Jim Joseph—during the dissolution of apartheid to illustrate the role for foundations in support of emerging democracy in that country.

 

PIA brings together U.S.-based funders, local philanthropists, philanthropic support organizations, corporations, government agencies, researchers, and others in an effort to grow philanthropy’s role in supporting the transformation toward greater economic and social justice in the Americas. PIA has three main goals:

  • encourage philanthropic leadership and enhance institutional capacity
  • share information and foster trust among philanthropic networks
  • increase philanthropic collaborations and outreach with Latino communities in the United States and Latin America

In order to shape this initiative, HIP and the Council convened an advisory committee of leaders engaged in philanthropy from Latin America, the Caribbean, and the United States to define a five-year action agenda. A leadership council of stakeholders meets 2–3 times per year to guide the initiative’s development and monitor its progress.

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