Conferencia Internacional de Evaluadores de ONG:
generando confianza
Live broadcast (without simultaneous translation)
International Conference of Charity Monitors: Raising Trust
Thursday 23 March | Madrid
On Thursday, 23 March 2023, Fundación Lealtad hosted the International Conference of Charity Monitors. Under the claim ‘Raising Trust’, this event was attended by members of the International Committee on Fundraising Organizations (ICFO), the global network of charity monitors that brings together 20 countries from all over the world (America, Asia, Africa and Europe), and which has been presided over by Fundación Lealtad since 2020.
Under the claim ‘Raising Trust’, the event aimed to raise awareness of the important role played by charity monitors in both facilitating informed giving and strengthening the Nonprofit Sector. The conference was also be a meeting point for monitors from all over the world and a place where all the attendees shared their experience and initiatives at the Third Sector.
The event covered topics such as the importance and status of the monitor, evaluation models around the world, the situation of trust in institutions, and the situation of the Third Sector at a global level. There were also be discussions with major donors and an in-depth look at the criteria and decision-making process for selecting charities to collaborate with. Case handlers also played a key role on the day.
The ‘International Conference of Charity Monitors’ took place on Thursday, 23 March 2023, from 9:00 a.m. to 2.30 p.m., in the auditorium of the Official Association of Architects of the Community of Madrid (Colegio Oficial de Arquitectos de la Comunidad de Madrid, COAM), and could also be followed online. A cocktail followed the conference.
We tell you in our blog how the Conference was and why the charity monitor is an essential figure
Register to attend
Full attendance capacity. You can register to attend online
PROGRAM AND RECORDINGS OF THE CONFERENCE
APERTURA INSTITUCIONAL
Salvador García-Atance, presidente y cofundador de Fundación Lealtad
«Necesitamos un Tercer Sector fuerte, dinámico y activo y para eso hace falta generar confianza, entre otras cosas. Los evaluadores de ONG ayudamos, o pretendemos ayudar a generar confianza en el Tercer Sector.»
«Nos lo dicen muchas ONG. Una de las cosas más importantes de nuestra labor es la mejora que se produce debido al proceso de análisis.»
Versión original en castellano – See broadcast with simultaneous translation into English here
DOS RAZONES PARA INVERTIR EN EVALUACIÓN
El papel del evaluador como generador de confianza
Ana Benavides, directora general de Fundación Lealtad y presidenta de ICFO
«Los evaluadores de ICFO tenemos tres pilares en común: Lo que evaluamos, cómo lo hacemos y lo que publicamos para que cualquier persona pueda consultar.»
«Analizamos según unos principios públicos y revisados periódicamente […] con analistas formados que dependen directamente del evaluador […], evitando conflictos de interés, con posibilidad por parte de la ONG de aportar más información […] y se reevalúa a las ONG periódicamente.»
«Estamos para ofrecer información y para dar confianza.»
Versión original en castellano – See broadcast with simultaneous translation into English here
EVALUADORES EN EL MUNDO
Evolución de los modelos: tradición, innovación y tendencias
- CBF (Holanda) – Harmienke Kloeze, directora general
- Confío (México) – Javier García, director general
- DZI (Alemania) – Burkhard Wilke, director general
- ZEWO (Suiza) – Martina Ziegerer, directora general
- Modera: Ana Benavides, directora general de Fundación Lealtad y presidenta de ICFO
«Hablamos de evaluación orientada al desarrollo. Ayudamos a las organizaciones a desarrollarse, este proceso [de evaluación] debe ayudar a las ONG a mejorar su grado de profesionalidad, esto implica una mejora de la calidad y afecta a todo el sector.» – Harmienke Kloeze
¿CONFIAMOS EN LAS INSTITUCIONES?
Una visión mundial de la confianza en gobiernos, medios, empresas y ONG
Edelman Spain – Pelayo Alonso y Lucía Carballeda, co-general managers
«Desde que empezamos a estudiar la confianza hasta 2020, las ONG han sido la organización que ha liderado la confianza.»
«Si ONG y empresa privada aparecen como los mas valorados, parece lógico pensar que existe una gran oportunidad y un claro camino hacia el éxito si se consigue trabajar de manera conjunta, generando consenso, definiendo políticas comunes, llegando a estándares alineados y compartidos.»
Versión original en castellano – See broadcast with simultaneous translation into English here
ESTADOS UNIDOS: DIFERENTES CAMINOS PARA UN MISMO OBJETIVO
Cómo recoger, enriquecer y difundir la labor de las ONG a partir de información pública
- BBB Wise Giving Alliance – Art Taylor, presidente y director general
- Charity Navigator – Michael Thatcher, presidente y director general
- Modera: Salvador García-Atance, presidente y cofundador de Fundación Lealtad
«El número de personas que dona a ONG está disminuyendo .»
«El trabajo de hacer el bien se está convirtiendo en algo que es responsabilidad de todos.» – Michael Thatcher
LA CONFIANZA: PIEZA CLAVE EN EL TERCER SECTOR
Sustento de la relación con donantes, beneficiarios, voluntarios, empleados, colaboradores y contrapartes
- Manos Unidas – Guillermo González de la Torre, responsable de estrategia y calidad
- Fundación Exit – Nacho Sequeira, director general
- Médicos Sin Fronteras – Raquel González, coordinadora MSF España
- Modera: Marta Colomina – directora general de Fundación PwC
«Desde que empezamos a estudiar la confianza hasta 2020, las ONG han sido la organización que ha liderado la confianza.»
Versión original en castellano – See broadcast with simultaneous translation into English here
LA CONFIANZA EN AMBIENTES Y SITUACIONES EXTREMAS
Jerónimo López, científico y alpinista
«Desde que empezamos a estudiar la confianza hasta 2020, las ONG han sido la organización que ha liderado la confianza.»
Versión original en castellano – See broadcast with simultaneous translation into English here
CÓMO SELECCIONAN LOS DONANTES INSTITUCIONALES
¿Por qué donan a una ONG … y no a otra? Estrategia, enfoque y criterios
- Fundación Bancaria “la Caixa” – Joana Prats, directora del área de Relaciones con Entidades Sociales
- Fundación Juan Entrecanales de Azcárate – Inés Entrecanales, directora
- INECO – Celestino Rodríguez, director ejecutivo de Coordinación Corporativa
- Modera: Patricia de Roda, directora general de Lealtad Instituciones
«Desde que empezamos a estudiar la confianza hasta 2020, las ONG han sido la organización que ha liderado la confianza.»
Versión original en castellano – See broadcast with simultaneous translation into English here
PRESCRIPTORES AL SERVICIO DE UNA CAUSA
Qué les moviliza para vincularse a una ONG y ser su altavoz. Cómo afrontan la responsabilidad que implica
Ángel Expósito, periodista, director de La Linterna de Cope
Nathalie Picquot, directora global de Corporate Marketing, Brand Experiencie y Digital Engagement de Banco Santander
«Desde que empezamos a estudiar la confianza hasta 2020, las ONG han sido la organización que ha liderado la confianza.»
Versión original en castellano – See broadcast with simultaneous translation into English here
INSTITUTIONAL OPENING
Salvador García-Atance, president and co-founder of Fundación Lealtad
See broadcast with simultaneous translation into English
TWO REASONS TO INVEST IN MONITORING
The role of the evaluator in building trust
Ana Benavides, president at ICFO and CEO of Fundación Lealtad
See broadcast with simultaneous translation into English
MONITORS AROUND THE WORLD
Evolution: tradition, innovation and trends
- CBF (Netherlands) – Harmienke Kloeze, CEO
- Confío (Mexico) – Javier García, CEO
- DZI (Germany) – Burkhard Wilke, CEO
- ZEWO (Switzerland) – Martina Ziegerer, CEO
- Moderator: Ana Benavides, CEO of Fundación Lealtad and president of ICFO
See broadcast with simultaneous translation into English
DO WE TRUST IN INSTITUTIONS?
A worldwide vision of trust in government, media, business and NGOs
Edelman Spain – Pelayo Alonso and Lucia Carballeda, co-general managers
See broadcast with simultaneous translation into English
UNITED STATES: DIFFERENT PATHS TO A SINGLE DESTINATION
Gathering, enriching and disseminating the work of NGOs using public information
- BBB Wise Giving Alliance – Art Taylor, president and CEO
- Charity Navigator – Michael Thatcher, president and CEO
- Moderator: Salvador García-Atance, president and co-founder of Fundación Lealtad
See broadcast with simultaneous translation into English
TRUST: A KEY COMPONENT IN THE THIRD SECTOR
Supporting the relationship with donors, beneficiaries, volunteers, employees, collaborators and counterparts
- Fundación Exit – Nacho Sequeira, CEO
- Manos Unidas – Guillermo González de la Torre, head of strategy and quality
- Médicos Sin Fronteras – Raquel González, coordinator of MSF Spain
- Moderator: Marta Colomina, CEO of Fundación PwC
See broadcast with simultaneous translation into English
TRUST IN EXTREME ENVIROMENTS AND SITUATIONS
Jerónimo López, scientist and mountaineer
«Desde que empezamos a estudiar la confianza hasta 2020, las ONG han sido la organización que ha liderado la confianza.»
See broadcast with simultaneous translation into English
HOW DO INSTITUTIONAL DONORS SELECT
Why do they donate to one NGO… and not another? Strategy, focus and criteria
- Fundación Bancaria “la Caixa” – Joana Prats, director at area of relations with social entities
- Fundación Juan Entrecanales de Azcárate – Inés Entrecanales, CEO.
- INECO – Celestino Rodríguez, executive director of corporate coordination
- Moderator: Patricia de Roda, CEO of Lealtad Instituciones
See broadcast with simultaneous translation into English
PRESCRIBERS SERVING A CAUSE
What motivates them to connect with an NGO? How do they approach the responsibility involved?
Ángel Expósito, journalist and director of the program La Linterna at radio Cope
Moderator: Nathalie Picquot, director of corporate marketing, brand experience and digital engagement at Banco Santander
See broadcast with simultaneous translation into English
CLOSURE
Ignacio Garralda, president of Mutua Madrileña and co-founder of Fundación Lealtad
See broadcast with simultaneous translation into English
Full recording (without simultaneous translation)
International Conference of Charity Monitors: Raising Trust
Thursday 23 March | Madrid
In person (9 am to 4 pm) | Online (9.30 am to 2.30 pm)
| 9:00 – 9:30 | REGISTRATION |
| 9:30 – 9:40 |
INSTITUTIONAL OPENING |
| 9:40 – 9:55 |
TWO REASONS TO INVEST IN MONITORING Ana Benavides, president at ICFO and CEO of Fundación Lealtad. |
|
9:55 – 10:40
|
MONITORS AROUND THE WORLD CBF (Netherlands) – Harmienke Kloeze, CEO Confío (Mexico) – Javier García, CEO DZI (Germany) – Burkhard Wilke, CEO ZEWO (Switzerland) – Martina Ziegerer, CEO Moderator: Ana Benavides, CEO of Fundación Lealtad and president of ICFO |
| 10:40 – 11:00 |
DO WE TRUST IN INSTITUTIONS? Edelman Spain – Pelayo Alonso and Lucia Carballeda, co-general managers |
|
11:00 – 11:45
|
UNITED STATES: DIFFERENT PATHS TO A SINGLE DESTINATION BBB Wise Giving Alliance – Art Taylor, president and CEO Charity Navigator – Michael Thatcher, president and CEO Moderator: Salvador García-Atance, president and co-founder of Fundación Lealtad |
|
11:45 – 12:15
|
COFFEE |
|
12:15 – 12:55
|
TRUST: A KEY COMPONENT IN THE THIRD SECTOR Fundación Exit – Nacho Sequeira, CEO Manos Unidas – Guillermo González de la Torre, head of strategy and quality Médicos Sin Fronteras – Raquel González, coordinator of MSF Spain Moderator: Marta Colomina, CEO of Fundación PwC |
| 12:55 – 13:15 |
TRUST IN EXTREME ENVIROMENTS AND SITUATIONS |
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13:15 – 13:55
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HOW DO INSTITUTIONAL DONORS SELECT Fundación Bancaria “la Caixa” – Joana Prats, director at area of relations with social entities Fundación Juan Entrecanales de Azcárate – Inés Entrecanales, CEO. INECO – Celestino Rodríguez, executive director of corporate coordination Moderator: Patricia de Roda, CEO of Lealtad Instituciones |
| 13:55 – 14:15 |
PRESCRIBERS SERVING A CAUSE Ángel Expósito, journalist and director of the program La Linterna at radio Cope Moderator: Nathalie Picquot, director of corporate marketing, brand experience and digital engagement at Banco Santander |
| 14:15 – 14:30 |
CLOSURE |
| 14:30 – 16:00 |
COCKTAIL
|
The conference can be followed online
SPEAKERS
Institutional opening event
SALVADOR GARCÍA-ATANCE
President and co-founder of Fundación Lealtad
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PhD in Economics from the Universidad Complutense de Madrid. Doctorate studies in Economics from Oxford University, he also has a Master's degree in Economics from Northwestern University (Evanstone III, USA) on his CV. As a Commercial Technician and State Economist, he has spent much of his career in the economic environment and industrial property, leading him to found and chair AB Asesores. Since 2001, he has been co-founder and Chairman of Fundación Lealtad.
Two reasons to invest in monitoring
The role of the evaluator in building trust.
Ana Benavides
President at ICFO and CEO of Fundación Lealtad
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After over 20 years providing financial advice to entities such as Banco Santander, since 2017, she has held the position of Executive Editor and Chairwoman of the board of trustees of Fundación Lealtad. Since 2020, she has been the Chairwoman of ICFO (International Committee on Fundraising Organizations), the international association of NGO evaluators, and is a board member of Confío-Construyendo Organizaciones Civiles Transparentes A.C., Mexico. She studied European Business Studies at the Universidad Pontificia Comillas ICADE-E4 and the E.S.C. Reims. She also holds a degree in Geography and History from the UNED.
Monitors around the world
Evolution: tradition, innovation and trends
HARMIENKE KLOEZE
CEO of CBF (Netherlands)
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Harmienke has been working in the NGO-sctor for more than 30 years, with the last 20 years in charities, nationally and internationally, always in leadership positions. Since 2019 she is the CEO of CBF, Toezicht op goeddoen, the Dutch monitoring organzation for charities. She joined the board of ICFO in 2022.
Javier García
CEO of CONFÍO (Mexico)
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With a degree in Business Administration and a postgraduate degree in Administration with a specialisation in civil society organisations from the Tecnológico de Monterey, he has collaborated throughout his career with different NGOs in projects of institutional strengthening and direct assistance to users in situations of vulnerability. He is also currently secretary general of the International Committee on Fundraising Organisations (ICFO) and has held various senior positions at Confío since 2011
Burkhard Wilke
CEO of DZI (Germany)
MARTINA ZIEGERER
Executive director of ZEWO (Switzerland)
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Martina Ziegerer is economist with a PhD from the University of St. Gall. She moved to the NPO sector twenty years ago. Before Martina gained professional experience in the financial sector, where she worked for international corporates in organizational development, marketing and corporate finance. She is attending the expert’s commission for accounting standards (Swiss GAAP FER) as an observer and served until 2020 as President of the International Committee on Fundraising Organizations (ICFO) – the association of national charity monitoring agencies.
Ana Benavides
President at ICFO and CEO of Fundación Lealtad
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After over 20 years providing financial advice to entities such as Banco Santander, since 2017, she has held the position of Executive Editor and Chairwoman of the board of trustees of Fundación Lealtad. Since 2020, she has been the Chairwoman of ICFO (International Committee on Fundraising Organizations), the international association of NGO evaluators, and is a board member of Confío-Construyendo Organizaciones Civiles Transparentes A.C., Mexico. She studied European Business Studies at the Universidad Pontificia Comillas ICADE-E4 and the E.S.C. Reims. She also holds a degree in Geography and History from the UNED.
Do we truts in institutions?
A worldwide vision of trust in government, media, business and NGOs
pelayo alonso
Co-general manager of Edelman Spain
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After 18 years of experience in the comms business, his area of specialization covers public relationship strategy development and implementation, brand positioning and reputation and crisis management. He has been involved in across multiple segments and industries like entertainment, tech, travel & tourism, technology, food&beverage, beauty or health care for clients such as HP, Paypal, TikTok, Tinder, Iberostar Hotels & Resorts, Dove, Avis, Galderma or Costa Cruises, among others, Pelayo is responsible for conceptualizing and driving local and global campaigns, founded on good ideas and sustained by data and insights.
lucía carballeda
Co-general manager of Edelman Spain
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After 18 years of experience in the comms business, his area of specialization covers public relationship strategy development and implementation, brand positioning and reputation and crisis management. He has been involved in across multiple segments and industries like entertainment, tech, travel & tourism, technology, food&beverage, beauty or health care for clients such as HP, Paypal, TikTok, Tinder, Iberostar Hotels & Resorts, Dove, Avis, Galderma or Costa Cruises, among others, Pelayo is responsible for conceptualizing and driving local and global campaigns, founded on good ideas and sustained by data and insights.
United States: Different paths to a single destination
Gathering, enriching and disseminating the work of NGOs using public information
Art Taylor
President and CEO of BBB Wise Giving Alliance
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He has chaired the BBB Wise Giving Alliance since 2001. He is also an associate member of the doctoral programme at Indiana University’s Lily School of Philanthropy and a graduate professor of Ethics and Governance at Columbia University. He sits on the boards of different entities, such as Convergence Policy and American Non-Profits. He studied Business Administration at Franklin and Marshall College and holds a juris doctor from the James E. Beasley School of Law at Temple University, among other degrees.
mICHAEL THATCHER
President and CEO of Charity Navigator
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After over fifteen years at Microsoft as Head of Public Sector Technology and with extensive experience in research on the state and challenges of the ocean world, he now leads Charity Navigator's efforts to make impact giving easier for users by providing donors and organisations with the tools they need to make the right decisions. Thatcher also holds a degree in music from Columbia University.
SALVADOR GARCÍA-ATANCE
President and co-founder of Fundación Lealtad
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PhD in Economics from the Universidad Complutense de Madrid. Doctorate studies in Economics from Oxford University, he also has a Master's degree in Economics from Northwestern University (Evanstone III, USA) on his CV. As a Commercial Technician and State Economist, he has spent much of his career in the economic environment and industrial property, leading him to found and chair AB Asesores. Since 2001, he has been co-founder and Chairman of Fundación Lealtad.
Trust: A key component in the Third Sector
Supporting the relationship with donors, beneficiaries, volunteers, employees, collaborators and counterparts
Nacho Sequeira
CEO of Fundación Exit
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A graduate in Economics from Pompeu Fabra University, he has taken part in the Global Civil Society seminar at the Harvard Kennedy School and specialised in Social Entrepreneurship at INSEAD, as well as in NGO Management at ESADE. He also has a postgraduate degree in Social Education and Social Work with Immigrants from the Ramon Llull University
guillermo gonzalez de la torre
Head of strategy and quality of Manos Unidas
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He holds a degree in Journalism and a Master's degree in 'Quality and Consultancy' and in 'Direction and Management of NGOs' and has experience in consultancy, university, social services and development cooperation. Among other positions, he has been chairman of the Code of Conduct Commission and member of the Transparency Group of the Spanish NGO Coordinating Committee for Development. He is currently in charge of Strategy and Quality at Manos Unidas, a position in which he deals with issues such as risk management, ethics, transparency and improvement of the organisation's processes. He is also a member of the CSR Observatory, the AENOR Committee on Ethics and the WCA 3rd Sector Compliance Committee.
raquel gonzalez
coordinator of Médicos Sin Fronteras España
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Since 2008, she has been a member of Médecins Sans Frontières, where she has been involved in institutional representation, civil society actions, media relations and other activities. She has also served on several crisis committees. She holds a degree in Journalism, with postgraduate degrees in International Conflict Resolution and Business Administration. She also holds a Master's degree in NGDO Planning and Management.
Marta Colomina
CEO of Fundación PwC
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With a degree in Economics and Business Administration from the Faculty of Valencia, an MBA from the University of Houston and postgraduate training at Harvard and UCLA, Marta Colomina is currently General Executive Editor of the PwC Foundation and head of CSR at the company. In her role, she promotes and coordinates, among others, PwC's social programmes, collaborations and relations with the Third Sector, as well as the implementation of the SDGs in the company's actions. With an extensive career in the Third Sector, she is a member of the board of trustees of the Fundación Seres, of the advisory board of the Fundación Quiero Trabajo, of the Esade Social Leaders Forum, of the board of the Spanish-Portuguese Chamber of Commerce and is a Fellow of the Aspen Institute.
Trust in extreme environments and situations
JERÓNIMO LOPEZ
Scientist and mountaineer
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He holds a PhD in Geological Sciences and is Emeritus Professor at the Universidad Autónoma de Madrid. He has been involved in Antarctic research since 1989, having led more than 30 research projects and participated in a dozen Antarctic expeditions. From 2012-2016, he was chairman of the Scientific Committee on Antarctic Research (SCAR). He has climbed some of the highest and most demanding mountains in the world, opening new routes in the eight-thousanders and seven-thousanders of the Himalayas and Karakorum.
How do institutional donors select
Why do they donate to one NGO… and not another? Strategy, focus and criteria
joana prats
Director at area of Relations with Social Entities of Fundación Bancaria “la Caixa”
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Degree in Psychology from the Autonomous University of Barcelona. She has developed her professional career in "la Caixa" Foundation, mainly in the development and implementation of educational and prevention programs as well as social programs.
INÉS ENTRECANALES
CEO of Fundación Juan Entrecanales Azcárate
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With a background in the study of Non-Governmental Organisations and experience in teaching several art-related subjects, her philanthropic work, combined with the management of other businesses, has led her to be the current Executive Editor of the Fundación Juan Entrecanales de Azcarate, vice-Chairwoman of Ashoka Spain, member of the Regional Board of Madrid of the Spanish Cancer Association and member of the advisory board of the Fundación Balia, among others
CELESTINO RODRÍGUEZ
Executive director of Corporate Coordination of INECO
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Civil Engineer and Technical Engineer in Public Works with over 16 years' experience. He has ample experience in private enterprises and public administration, participating in projects such as the Castilla y León Public Road Passenger Transport Act. Since 2018, he has held the position of Head of the Chairman's Office at INECO.
Patricia de Roda
CEO of Lealtad Instituciones
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Degree in Economics and Business Administration from the Universidad Pontificia Comillas ICADE-E2, she has more than 20 years of experience in the Third Sector, both in executive and governing
in executive positions as well as in governing bodies. She has been Director of
Institutional Relations of Fundación Lealtad from 2003 to 2006,
General Director and Secretary of the Board of Trustees of Fundación Lealtad from 2007 to 2017, and since 2017, she has been CEO of Lealtad Institutions. At the international level, she actively participated
in the constitution and start-up of Confío and Fundacion Lealtad Chile, and has been Vice President of the International Committee on Fundraising Organizations (ICFO) and Board member of Confio AC
Prescribers serving a cause
What motivates them to connect with an NGO? How do they approach the responsibility involved?
ÁNGEL EXPÓSITO
Journalist and director of the program La Linterna at radio Cope
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Nathalie Picquot
director of corporate marketing, brand experience and digital engagement at Banco Santander
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Executive Vice President and Global Director of Marketing, Brand Experience and Digital Engagement at Banco Santander. Before joining the bank in 2021, she was Director of Twitter Spain and Portugal for three and a half years and, before that, she worked twelve years at Google in a executive position in Strategic Partnerships, Brand, Agencies and was Director of YouTube and Display in local and regional positions. She was previously Director of Business Development for EMEA at AdLINK and held a global business development role at DoubleClick in New York. Nathalie is graduated in Political Science and International Relations from Cornell University with several Exec Ed courses at Harvard. She is an independent adviser of Sanitas Seguros, advisor of Inspiring Girls, a member of the Amazon EMEA Ads Advisory Board and a ex advisor former of MasMovil.
Closure
ignacio garralda
President of Mutua Madrileña and co-founder of Fundación Lealtad
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After a long career in the financial world with milestones in his career such as the founding of the first company independent of banks and savings banks focused on financial analysis and intermediation in Spain, he was one of the founders, in 2001, of Fundación Lealtad. Since 2008 he has been the Chairman of the Mutua Madrileña Group, where he has also promoted its foundation, expanding and developing its activities in the areas of social action, cultural dissemination, support for health research and road safety.
