- DEPARTMENT OF INTERNATIONAL HISTORY GRADUATE INSTITUTE OF INTERNATIONAL AND DEVELOPMENT STUDIES Charitable Giving, Fundraising, and FaithBased Organizations: Islamic Relief World Wide and World Vision International - A Comparison by Ashley Tedham WORKING PAPERS in INTERNATIONAL HISTORY No. 11 / February 2012 © Ashley Tedham No part of this paper may be reproduced without the permission of the author. Working Papers in International History Editor: Jaci Eisenberg ©Department of International History Graduate Institute of International and Development Studies Case postale 136 – 1211 Genève 21 http://www.graduateinstitute.ch/international-history 2 Abstract If recent research is correct in observing that faith motivates people to give routinely and generously, faith-based organizations (FBOs) should have an advantage in their fundraising efforts. By aligning with a particular religious discourse, FBOs are able to single out religious communities as reliable donor bases which - if convinced – are able to provide such organizations with generous and loyal support. As competition for funding among all non-profit organizations (NGOs) becomes increasingly intense, it is essential for organizations to identify which techniques are effective. Should effective fundraising strategies differ among various types of FBOs? Do Christian FBOs have different fundraising strategies than Muslim FBOs? If so, what are the differences, and why? This paper takes World Vision International and Islamic Relief Worldwide as case studies to compare how FBOs from distinctive religious foundations approach their fundraising efforts. After highlighting particular similarities and differences, one finds that World Vision International and Islamic Relief Worldwide approach fundraising using a number of similar tools and techniques. Furthermore, both organizations feel restrained by similar challenges and concerns as the charity world continues to evolve. Islamic Relief Worldwide and other Muslim-based charities do, however, face additional challenges resulting from the international response following the events of 9/11. 3 CHARITABLE GIVING, FUNDRAISING, AND FAITH-BASED ORGANIZATONS: ISLAMIC RELIEF WORLD WIDE AND WORLD VISION INTERNATIONAL – A COMPARISON Introduction Extensive surveys from the Independent Sector (http://www.independentsector.org/) have shown that people who participate more regularly in the life of a faith community are more likely to give, and to give more, than those who are less active.1 Because religious practice usually encourages, if not requires, generosity and charity, it is argued that adherents tend to be more dedicated to regular charitable giving. 2 Therefore, if faith motivates people to give routinely and generously, would it pay for NGOs to align with a particular religious discourse and use religious belief and practice to attract donor support?3 This may be important to consider when deciding how to target and frame advertisement and fundraising efforts.4 This paper seeks to compare and contrast how two distinctive faith-based organizations (FBOs) - Islamic Relief World Wide (IR) and World Vision International (WV) - utilize their religious beliefs in shaping what they do and how they do it, particularly in regards to fundraising efforts. An initial discussion concerning the religious foundations of charity in Islam and Christianity will be followed by a brief look at the history of both Islamic Relief Worldwide and World Vision International individually, in order to provide necessary context. This paper will then look at each organization’s approach to fundraising, highlighting particular similarities and differences. In conclusion, some of the changes and challenges that 1 Thomas H. Jeavons and Rebekah Burch Basinger, “Developing faithful and generous donors: The ideals and the challenges,” New Directions for Philanthropic Fundraising 35 (2002): 97, http://doi.wiley.com/10.1002/pf.3507 (accessed 17 November 2011). 2 Ibid. 3 Ibid. 4 Arthur C. Brooks, “Faith, Secularism, and Charity,” Faith & Economics 43 (2004): 7. 4 these organizations faced in recent years - related to funding and support - will be discussed. Religious Principles on Charitable Giving Recognizing that significant variations exists within each religion, this paper seeks to highlight the most broadly accepted notions of charitable 5 and humanitarian giving that can be found within the religious texts and discourse of two Abrahamic religions, Islam and Christianity. Islamic Principles on Charitable Giving “Your friend is only Allah and His Messenger and the believers who observe prayer and pay zakat [alms] and worship Allah along.” – (Qur’an 5:55) “Be steadfast in prayer and regular charity.” - (Qur’an 2:10) A widely held definition of Islam is “to surrender to God’s law.”6 The ‘law’ is enshrined in the Qur’an, the teachings/traditions (waqfs) and judgments (hadiths) of the Prophet Muhammad.7 According to this law, there are five main pillars of Islam every Muslim is required to follow: the declaration of faith (shahada); prayer (salat); zakat (almsgiving); annual fasting during the holy month of Ramadan (sawm); and the once-in-a-lifetime pilgrimage to Mecca (hajj).8 Of these five pillars, the third, zakat, is where God lays out the requirements for charitable giving. Derived from the verb zaka, which means ‘to purify’, the meaning is usually associated with giving 5 For the sake of this paper, ‘charity’ will be defined as “a voluntary giving of money or other help to those in need” Rianne C. ten Veen, “Charitable Giving in Islam” (Islamic Relief, September 2009), 5. 6 Amy Singer, Charity in Islamic societies (Cambridge: Cambridge University Press, 2008), 38. 7 Ajaz Ahmed Khan, Ismayil Tahmazov, and Mamoun Abuarqub, “Translating Faith into Development” (Islamic Relief, June 2009), 4, http://www.islamic-relief.com/InDepth/2-19-translating-faith-intodevelopment.aspx (accessed 17 November 2011). 8 Singer, Charity in Islamic societies, 24. 5 a portion of one’s wealth, which ‘purifies’ both the recipient and the donor.9 In the Muslim faith, charity can be understood as an obligation for all Muslims, and is viewed by many as the minimum requirement in being able to refer to oneself as a Muslim.10 Historically zakat was a way to support the poor and needy members in Muslim communities, providing them with a mechanism for collecting and redistributing wealth among members of the confessional group.11 It is often calculated as being approximately 2.5% of an individual’s overall wealth, and is collected annually.12 In addition to zakat, there is also Zakat al-fitr (fitr =breaking of the fast) or fitrah, which is an additional annual required act of charity that is given to the needy at the end of Ramadan.13 In many Muslim circles it is believed that the alms given during Ramadan are seventy times more meritorious than the alms given during the rest of the year.14 Yet another highly encouraged, although voluntary, act of charity is called sadaqat. Recipients of sadaqat are found in the verse ayat al-sadaqa stating that “the freewill offerings (sadaqat) are for the poor and needy, those who work to collect them, those whose hearts are brought together, the ransoming of slaves, debtors, in God’s way, and the traveler (9:60).”15 There is no set amount for this payment, and it can be given at anytime. It is often given in the form of land or property that is used for charitable purposes or activities through the return from its investment. 16 Sadaqat is 9 Jonathan Benthall, The Charitable Crescent: politics of aid in the Muslim world (London: I. B. Tauris, 2009), 9. 10 Alioune Ndiaye, Islamic Charities in Switzerland and the Practice of Zakat, PSIO Occasional Paper 2/2007 (HEI, 2007), 2. 11 Singer, Charity in Islamic societies, 38. 12 Veen, “Charitable Giving in Islam,” 5. 13 Benthall, The charitable crescent, 9. 14 Ibid. 15 Singer, Charity in Islamic societies, 44. 16 Mamoun Abuarqub and Isabel Philips, “A Brief History of Humanitarianism in the Muslim World” (Islamic Relief, July 2009), 3, http://www.islamic-relief.com/InDepth/2-20-brief-history-of-humanitarianism-in-themuslim-world.aspx (accessed 17 November 2011). 6 often viewed as an individual’s demonstration of his/her devotion and can be as simple as “the offering of a smile.”17 Generally speaking, almsgiving in Islam is understood as the concrete expression of one’s faith and devotion to God and is demonstrated through good works.18 Christian Principles on Charitable Giving “Show me thy faith by thy deeds.” – (James 2:18) “Do to others as you would have them do to you." – (Luke 6:31 NIV) In the same way that the responsibilities for charitable giving are enshrined in the Qur’an for Muslims, the New Testament in the Christian Bible provides the foundations for Christian charity. In the Gospels (writings) of Jesus Christ, one can find a number of references made about the importance of caring for one another. Three passages in particular summarize how a Christian is to approach the poor. The first passage is referred to as the ‘Golden Rule,’ and is found in Matthew 22:3840: You shall love the Lord your God with all your heart, and with all your soul, and with all your mind. This is the great and first commandment. And a second is like it, You shall love your neighbor as yourself. On these two commandments depend all the law and the prophets. The second passage is a story about ‘the Good Samaritan’ (Luke 10:30-37), which teaches the importance of helping a stranger in need. Lastly, the ‘Sermon on the Mount ‘(Matthew 5-7), is a series of moral teachings from Jesus, which outlines how 17 Mohammed Kroessin, “Islamic Charities and the ‘War on Terror’: dispelling the myths,” Humanitarian Practice Network, June 2007, http://www.odihpn.org/report.asp?id=2890 (accessed 17 November 2011). 18 Singer, Charity in Islamic societies, 38. 7 a Christian should live and speaks in length about the value of helping others.19 Although charitable giving is not as clearly outlined in the Christian faith as it is in Islam, it is apparent through scripture that it is also considered an obligation. For Jesus said to His disciples, “so when you give to the needy…,” and not ‘if’ you give to the needy (Matthew 6:2).20 The amount one is expected to give can also be found in scripture. The act of tithing or giving of an offering can be compared to zakat in Islam, in that it is often associated with a specific percentage of one’s wealth. In Deuteronomy, Christians are directed to give at least ten percent of their income in an act of obedience to God’s commands. In both religions, one finds that charitable giving and generosity is a form of Godly worship and demonstrates one’s devotion to God’s laws. These religious aspects are key in understanding what drives organizations such as Islamic Relief Worldwide and World Vision International in the work that they do. History of Organizations Islamic Relief Worldwide Founded in 1984 by Hany El Banna, then an Egyptian medical student at the University of Birmingham, in response to the famine in Ethiopia, Islamic Relief Worldwide (IR) has become the world’s largest international Islamic humanitarian organization.21 19 Terry Tirrito, Religious organizations in community services : a social work perspective (New York: Springer Pub., 2003), 12. 20 Italicized by the author. 21 Jon Alterman, Understanding Islamic charities (Washington D.C.: Center for Strategic and International Studies, 2007), 6. 8 With an operating budget of over 32 million pounds sterling,22 IR employs over 1,600 staff in 25 countries worldwide, providing assistance to over 30 countries. IR’s mission is “to alleviate suffering, hunger, illiteracy and diseases worldwide regardless of color, race or creed, and to provide aid in a compassionate and dignified manner.”23 To meet this end, IR focuses its efforts in six main sectors: sustainable livelihoods; education; health and nutrition; orphan sponsorship and child welfare; water and sanitation; and, last, emergency relief and disaster preparedness.24 The way the organization conducts itself is inspired by Islamic values and its commitment to being a worldwide role model in assisting individuals, groups and institutions to develop safe and caring communities; helping the poor and suffering to enjoy self-reliance with dignity; and making it possible for those who wish to provide support to reach those who need their help.25 In order to achieve its mission, IR raises funds, builds partnerships and communicates its key messages to both local and international audiences.26 In addition to its own code of conduct, Islamic Relief is currently signed up to three additional international codes, namely The Code of Conduct for the International Red Cross and Red Crescent Movement and NGOs in Disaster Relief,27 The Sphere Standards – Humanitarian Charter and Minimum Standards in Disaster Response; and The People in Aid Code of Good Practice. Moreover, IR enjoys consultative member status on the UN’s Economic and Social Council, and collaborates with other international organizations such as the World Food Programme and the European Union’s Humanitarian Aid department (ECHO) in a number of its programs. In addition, IR 22 Islamic Relief Worldwide (IR), 2008 Global Accountability Report: Accountability Profile (One World Trust, 2008). 23 Mohammed Kroessin, Mapping UK Muslim development NGOs (Birmingham: University of Birmingham International Development Department. Religions and Development research programme, 2009), 8. 24 “Who we are/About US,” Islamic Relief Worldwide, last updated 2011, http://www.islamicrelief.com/Whoweare/Default.aspx?depID=2 (last accessed 17 November 2011). 25 “IR Beliefs, Values and Code of Conduct, Islamic Relief Worldwide,” (Islamic Relief, 2008), 5, http://www.islamic-relief.com/InDepth/2-17-ir-beliefs-values-and-code-of-conduct.aspx (accessed 17 November 2011). 26 Ibid. 27 Appendix A. 9 is regulated and monitored by the UK Charities Acts - forbidding its political involvement - and is a member of BOND, which is a UK membership body for NGOs working in international development.28 World Vision International Founded in 1950 by Dr. Bob Pierce, World Vision was a contemporary missionary organization that sought to help children orphaned in the Korean War. To provide long-term care for children in crisis, World Vision developed its first child sponsorship program in Korea in 1953.29 Since then, World Vision continues to focus its relief, development and advocacy work on creating positive transformation in children’s lives.30 Although originally focused on providing for orphaned children, World Vision has broadened its focus to encompass developing families; capacities to build sustainable futures, as well as conducting advocacy work to ensure international development is fostered by others.31 World Vision has total revenue of over US $2.575 billion raised in cash and gifts-in-kind, and employs over 22,500 employees at 48 national offices in 96 countries.32 World Vision’s mission is to be “an international partnership of Christians whose mission is to follow our Lord and Savior Jesus Christ in working with the poor and oppressed to promote human transformation, seek justice and bear witness to the good news of the Kingdome of God.”33 World Vision directs its operations through six core values that can be viewed as forming its general code of conduct. Taken from the World Vision International 28 Kroessin, Mapping UK Muslim development NGOs, 13. “World Vision’s history,” (World Vision Inc., n.d.), http://www.worldvision.org/content.nsf/about/history (last accessed 22 December 2011). 30 “World Vision’s history.” 31 World Vision International (WVI), Charity Review (One World Trust, n.d.). 32 “World Vision International 2009 Review” (World Vision, 2009), http://www.wvi.org/ar2009 (last accessed 22 December 2011). 33 “Who We Are” (World Vision International, n.d.), http://www.worldvision.org/content.nsf/about/who-we-are (last accessed 22 December 2011). 29 10 website, the following six values are:34 1. We are Christian - our faith is central to our identity and our motivation to serve. 2. We are committed to the poor. 3. We value people. 4. We are stewards - the resources entrusted to use are not our own. 5. We are partners. 6. We are responsive - we respond with urgency to need in the world. In addition to these six values, World Vision is held accountable to the following codes of conduct: The International NGO Accountability Charter, ICRC Code of Conduct,35 the Sphere Humanitarian Charter for NGOs, and the Global Humanitarian Platform “Principles of Partnership.”36 Moreover, WV maintains official work relations with the World Health Organization (WHO), has advisor status with the United Nations, and is the largest distributor of food for the World Nourishing Program of the United Nations World Food Programme.37 Fundraising: Methods and Techniques Fundraising is an essential component for the functioning of any NGO. Utilizing appropriate and effective fundraising methods and techniques are required to ensure that needed financial support is both obtained and maintained. In order to attract dependable financing, an organization must first establish “a set of attitudes, a disposition of mind and message to bring all prospects and supporters…to a “Core Values” (World Vision International, n.d.), http://www.wvi.org/wvi/wviweb.nsf/maindocs/7A0A54FD44BC11C38825737500737C8A?opendocument (last accessed 22 December 2011). 35 Appendix A. 36 “World Vision International 2009 Review,” 19. 37 “World Vision," Economy-point.org, http://www.economypoint.org/w/world-vision.html, last modified 13 July 2011, (last accessed 22 December 2011). 34 11 common purpose.”38 For FBOs in particular, the difficulty lies in its ability to do two things: use its religious beliefs as a converging force that attracts donor support, and to build an effective organizational strategy to match.39 It has been argued that if FBOs were to combine an audience-based strategy with that of a beliefs strategy, they would likely be more powerful than if they worked within any single approach.40 This may help to explain why organizations such as World Vision International and Islamic Relief Worldwide have and continue to be so widely accepted and successful within the international NGO community. Both World Vision International and Islamic Relief Worldwide are faith-based development organizations that mobilize both the ‘faithful’ as well as more secular audiences in support of the poor and vulnerable. These organizations fund and manage programs that tackle poverty, social exclusion and disaster relief. 41 For both of these organizations, faith inspires everything that they do, or at least is meant to in principle. These organizations use religious concepts, derived from guidelines and rules set out in religious discourse, to guide the structuring of their organization.42 On one hand, many have argued that if they were to play down some of these religious aspects, their support might be enhanced. Based on this, many critics pressure these organizations to “tone down the ‘faith talk’.”43 However, others have argued that this opinion “ignores the reality of individual preferences.” 44 For many religion may be a deterrent, but for others “religious identity may be a strong attraction [and could] foster long-term loyalty.”45 Moreover, after proving to 38 Redmond Mullin, “Fundraising in civil society,” International Journal of Nonprofit and Voluntary Sector Marketing 1, no. 2 (April 1996): 157, http://doi.wiley.com/10.1002/nvsm.6090010209 (last accessed 22 December 2011). 39 Joe Saxton, “Strategies for competitive advantage in nonprofit organisations,” International Journal of Nonprofit and Voluntary Sector Marketing 1, no. 1 (January 1996): 56, http://doi.wiley.com/10.1002/nvsm.6090010108 (last accessed 22 December 2011). 40 Ibid. 41 Kroessin, Mapping UK Muslim development NGOs, 4. 42 Ibid., 3. 43 Jeavons and Basinger, “Developing faithful and generous donors,” 111. 44 Ibid. 45 Ibid. 12 be credible and effective at what they do, more secular donors may eventually become motivated to support the organization as well. 46 This is a posture taken by both World Vision International and Islamic Relief Worldwide. Although selective about when and where they decide to use the ‘faith talk,’ these organizations do anything but hide from where their ‘raison d’être’ and value systems are derived. For FBOs, fundraising can be seen as a sort of ministry and an opportunity to communicate how their religious values are integrated with organizational actions, programs and relationships.47 In seeking to expand their scope of influence and donor appeal, both WV and IR have adopted a type of two-fold identity, religious and humanitarian (on an international level). This dual identity allows them to gain trust and financial support from the religious community as well as the greater international community.48 Both of these identities are implicitly and explicitly communicated through their formal fundraising efforts and actions, all with the goal of strengthening and expanding donor support. Islamic Relief Worldwide By utilizing its religious identity, Islamic Relief has been particularly successful in creating successful fundraising campaigns with significant religious appeal. For example, IR has integrated the fulfillment of many social-religious duties in Islam such as zakat, sadaqa, waqf and qurbani49 into Western-style fundraising mechanisms (i.e. online donations, sponsorship programming, etc.), and fulfillment of these duties have become a major source of their financial support.50 Islamic Relief collects a large majority of its annual operating budget of 32 million pounds sterling through 46 Ibid. Ibid., 114. 48 Benthall, The charitable crescent, 36. 49 Qurbani is the money which makes the distribution of sacrificed meat on the occasion of the annual id aladha or id al-kabir possible. 50 Abuarqub and Philips, “A Brief History of Humanitarianism in the Muslim World,” 9. 47 13 zakat donations. 51 Allocated by donor preference, about 70 percent of zakat funds are spent on overseas relief and 30 percent is used for operations in the UK.52 Islamic Relief encourages the giving of zakat throughout their advertising campaigns, particularly in their mailings and on their website. On the UK website, IR calls believers to give by stating “Allah blesses us with wealth; it is therefore our duty to give some of this back to those most needy, which purifies the rest of our wealth. As one of the five pillars of Islam, it is an obligation upon all believing Muslims.” 53 This information is found under the heading “Zakat Made Easy,” providing a link to a zakat calculator that informs potential donors about how much he/she should give. 54 In addition to this, since the 1990s IR has offered Waqf bonds to donors at a unit cost of EUR 1, 300, allowing the donor to choose the project(s) towards which they want the money to be allocated.55 About 80 percent of the profits are spent on the beneficiaries; 10 percent is reinvested; and 10 percent is applied towards administrative costs. Comparable to Christian FBOs in their efforts to increase fundraising efforts during important religious holidays such as Christmas and Lent, Islamic Relief focuses many of their fundraising campaigns around religious celebrations such as Ramadan and Eid, collecting of both zakat, Zakat al-fitr (fitr =breaking of the fast) or fitrah, and Kourban (a sacrificial meat following the end of Ramadan).56 Donors are encouraged out of a religious duty to donate a particular amount (depending on the country) each year to enable disadvantaged Muslims to participate in the celebrations of these important occasions along with the millions of more fortunate Muslims across the 51 Islamic Relief Worldwide (IR), 2008 Global Accountability Report: Accountability Profile (One World Trust, 2008). 52 Jonathan Benthall, “Financial Worship: The Quaranic Injunction to Almsgiving,” The Journal of the Royal Anthropoligical Institute 5, no. 1 (March 1999): 32, www.jstor.org/stable/2660961 (accessed 17 November 2011) 53 “Zakat made easy,” (Islamic Relief, n.d.), http://www.islamic-relief.org.uk/Zakat.aspx (last accessed 22 December 2011). 54 Ibid. 55 Ndiaye, Islamic Charities in Switzerland and the Practice of Zakat, 14. 56 Alterman, Understanding Islamic charities, 6. 14 world.57 Providing others with the opportunity to fulfill their religious duties is a significant part of IR fundraising efforts and has significant appeal to their religious counterparts. Although it is often argued that recipients of zakat should be Muslim, "the growth of the mass media and organized relief agencies,” have caused some Islamic scholars to rule that it is permissible, and indeed desirable, to spend zakat funds wherever the need is greatest, thus allowing IR’s international humanitarian activities to expand.58 Able to extend its programming to wherever the need is greatest has made it possible for IR to further embrace a more international humanitarian identity. 59 With an undeniable ‘Westernized’ approach to fundraising, IR takes part in fund-raising campaigns that are distributed to a variety of different communities. Some of these fundraising campaigns include: mass mailing appeals (in Switzerland, IR sends out 60,000 letters asking for donations, of which ten percent receive a positive response),60 radio advertisements, telemarketing, ad hoc campaigns for specific emergencies, emotion-provoking poster campaigns, internet adverts with access to online donation portals, and local charity events.61 When compared to an organization such as World Vision International, Islamic Relief spends significantly less of their total revenue on these types of fundraising activities. According to the 2008 IRS 990 tax form from both organizations, Islamic Relief spent 3.66% of their total expenditure on fundraising efforts, whereas World Vision International spent 7.54%.62 57 “About Qurbani,” (Islamic Relief Worldwide, n.d.), http://www.islamic-relief.com/seasonal/qurbani/AboutQurbani.aspx (last accessed 22 December 2011). 58 Benthall, “Financial Worship: The Quaranic Injunction to Almsgiving,” 32. 59 Benthall, The charitable crescent, 36. 60 Ndiaye, Islamic Charities in Switzerland and the Practice of Zakat, 15. 61 Bruno De Cordier, “Faith-based aid, globalisation and the humanitarian frontline: an analysis of Westernbased Muslim aid organisations,” Disasters 33, no. 4 (October 2009): 613, http://doi.wiley.com/10.1111/j.14677717.2008.01090.x. (last accessed 17 November 2011) 62 World Vision Tax Form for the 2008 Tax Year (2009 Fiscal Year): http://www.worldvision.org/content.nsf/about/2008-990?Open&lpos=lft_txt_2009-IRS-Form-990; Islamic Relief Worldwide Tax Form: http://www.islamicreliefusa.org/about-us/annual-reports-and-financials (both last accessed 17 November 2011). 15 When asked about the cost of their fundraising efforts, Soraya Guerroum, Project Coordinator at Islamic Relief Switzerland stated, “it would be unethical to spend more than the very minimum necessary.”63 When asked if IR fundraised via televised appeals, Ms. Guerroum explained that this was not within IR’s budget, and that such campaigns were viewed as too pricey to be part of IR’s fundraising campaigns.64 When asked if the majority of fundraising efforts were targeted towards the Muslim community, Ms. Guerroum explained that although most of their fundraising efforts concentrated on Muslim populations, IR does reach out to non-Muslim populations through certain public fundraising events, such as their disaster relief projects, as well as more general campaigns, for example, their 2010 campaign to address hunger in Africa. Non-Muslim audiences are also approached through mailing campaigns, telemarketing and radio commercials. 65 When asked for her perception, Ms. Guerroum stated that an increasing number of non-Muslim donors have become supportive as the organization has grown and become a more visible and active player within the field of international development.66 The promotion of its international humanitarian role through fundraising has assisted IR in creating an identity that is not exclusively religious, helping to expand its donor base. This is demonstrated in IR’s participation in fundraising campaigns with organizations like Oxfam, and Save the Children, which was launched by the London daily newspaper The Independent. This campaign stressed that IR distributed aid to all communities without distinction, benefiting Muslims but also others. As a result, IR was presented in the British press as working for “the deprived of all races and all religions.”67 When approached about the seemingly high concentration of IR’s programs being placed in largely Muslim areas, the director of IR Switzerland, 63 See Appendix B. Ibid. 65 Ibid. 66 Ibid. 67 Benthall, The charitable crescent, 78. 64 16 Jamel Krafess insisted that the organization’s religious orientation did not provide the prime motivation for particular programs, and that having most of IR's programs taking place in the Muslim world was merely “a coincidence,” due to the large numbers of crises that have erupted in the Muslim world in recent years.68 World Vision International With total revenue of almost US $2.6 billion raised in cash and gifts-in-kind, World Vision International has become a leader in international fundraising.69 When it comes to particular fundraising methods and techniques, there really is nothing that World Vision has not tried. Whether it be TV commercials, telethons and segments; informational DVDs; radio, newspaper and magazine advertisements; mailings; door-to-door campaigns; auctions; and other charity-oriented events and activities, there are very few individuals – at least in the West – who haven’t been exposed to World Vision’s fundraising efforts. In a variety of ways, World Vision seeks to engage donors in activities that raise both money and awareness. WV organizes events such as voluntary 30-Hour and 40Hour Famines, were teenagers collect financial pledges from friends and family and go without food for 30-40 hours. The activity is used to educate both participants and donors about poverty, and collect donations to support WV programs that seek to address related issues. Moreover, WV encourages donors and volunteers to create their own fundraising campaigns to collect money for the organization by adhering to a few specific WV guidelines.70 They even publish their own magazine called ‘Global Future,’ a publication on human development that provides its 10,000 subscribers with challenging insights on issues that affect people living in poverty 68 Ndiaye, Islamic Charities in Switzerland and the Practice of Zakat, 15. “World Vision International 2009 Review.” 70 “Ideas & resources for your event” (World Vision UK, n.d.), http://www.worldvision.org.uk/server.php?show=nav.2317 (last accessed 22 December 2011). 69 17 and oppression. Some of their celebrity contributors are people such as: Jeffery Sachs, Vandana Shiva, James Wolfensohn and Bishop Desmond Tutu.71 Efforts to diversify fundraising methods have been made by World Vision, Islamic Relief and other NGOs in an effort to keep up with the ever-increasing and evolving fundraising channels that are being used today. Dr. Marc-André Pradervand, Marketing Director of World Vision Switzerland, commented on this by saying: In earlier years we could raise funds through few channels like TV and print. Today our audience uses many channels at the same time (for example mobile, internet, TV) and the whole social media is leading to a paradigm shift in fundraising now which we are still right in the middle of. In regards to fundraising and advertisement, World Vision – like Islamic Relief strives to find balance between promoting its religious identity with its more secular international humanitarian one. Like Islamic Relief Worldwide, World Vision is not affiliated with a specific religious institution or religious denomination; however, Christianity remains incorporated in everything that they do. In a way similar to IR’s use of the religious calendar to enhance fundraising campaigns,72 WV utilizes religious celebrations, namely Christmas, to enhance their funding appeal. 73 For Christian organizations it may be seen as an advantage that celebrations such as Christmas and Easter have taken on both a religious as well as secular significance. These holidays - in the Western world - tend to promote the act of giving and may encourage individuals to give, regardless of whether or not they are religious. Conversely holidays such as Ramadan and Eid remain exclusively Islamic in nature. Unlike Islamic Relief’s approach to almsgiving, World Vision does not seem to 71 “World Vision Overview: hope for the most vulnerable” (World Vision, n.d.), 19, http://www.wvi.org/wvi/wviweb.nsf/webmaindocs/815C7F166CA2113088257421007328D1?OpenDocument. (accessed 17 November 2011) 72 “Ramadan guide: the blessed month of Ramadan” (Islamic Relief Worldwide, n.d.), http://www.islamicrelief.com/ramadan/ramadan-guide.aspx (last accessed 22 December 2011). 73 “Provide milk, cheese and more, give a goat today” (World Vision, n.d.), http://www.worldvision.org/content.nsf/pages/gift-catalog-display-searchholidays?Open&datcode=goat&campaign=10983212&cmp=BAC-10983212 (accessed 30 November 2011). 18 directly address the religious obligation to give. The act of ‘tithing’ (a form Christian stewardship) for World Vision International is not something that is included or used to promote donations in fundraising campaigns, unlike the use of zakat in IR’s fundraising efforts. In fact, it was difficult to even find information pertaining to tithing in WV’s materials and resources. In contrast, IR talks about zakat repeatedly throughout their resources and is heavily relied on for donations. The prominence of Christian discourse being included in fundraising campaigns is largely dependent on the fundraising position and approach for each particular WV country office. Unlike IR, World Vision allows for significant diversity in the way each country office approaches fundraising. After reviewing many of their national websites and talking to World Vision staff, it became apparent that fundraising and the way World Vision advertised was tailored to compliment a particular country’s donating ‘culture.’ When asked about the approach used in Switzerland, Dr. Pradervand explained: Our main target group is women from 30-55 years. We do not differentiate between Christian and secular because the Christian (evangelical) population is very small in Switzerland… [in fundraising campaigns] we mainly use the concept that we are trustworthy and good stewards of the money that is given to us [instead of using religious concepts]. This concept is also understood in a secular context in Switzerland. Giving in Switzerland belongs to the Swiss culture and is viewed in our society as an act of solidarity with others in need… In Swiss culture you have to be very ‘low key’ when you talk about planned giving.74 Although the Canadian and US offices of World Vision declined to comment on this, the difference is clearly visible when viewing the different country websites. The World Vision US website provided many more options on how individuals could donate or become more actively involved in World Vision activities. Unlike the Swiss website, the US website had direct links for making corporate donations and planned giving options as well as donating stock and matching gifts. Other listed 74 Appendix B. 19 ways to give were: to sponsor a child; provide emergency aid; give where most needed; microfinance initiatives; monthly giving; and gifts that multiply.75 For Switzerland, the options listed were less expansive, including: parrainages; projets ciblés; aide urgente et aux catastrophe; and thèmes spécialisés (sponsoring; clearly targeted projects; emergency assistance and disaster relief; and specialized topics).76 Beyond areas pertaining to advertising and fundraising, religious identity and emphasis greatly varies between national offices of World Vision. This is demonstrated through the different requirements and expectations of hired staff from country office to country office. For instance, for World Vision staff in the United States, “Christian faith is a prerequisite for employment and requires staff to agree with WV’s statement of faith and Apostles Creed:”77 The status of World Vision U.S. as an equal opportunity employer does not prevent the organization from hiring staff based on their religious beliefs, so that all staff share the same religious commitment… World Vision U.S. has the right to, and does, hire only candidates who agree with World Vision’s Statement of Faith and/or the Apostles' Creed.78 However, in Switzerland, Dr. Pradervand explained, In Switzerland you do not have to agree to a statement of faith or the Apostle’s Creed like in the USA to join our staff. People who want to work for World Vision Switzerland are asked in the interview if they share the values of our mission statement. By contrast, Islamic Relief does not require applicants to agree with to or sign any sort of declaration and has made this very clear on their UK website which states: 75 “Ways to give, a gift that’s too big for a box and a bowl!” (World Vision, n.d.), http://donate.worldvision.org/OA_HTML/xxwv2ibeCCtpSctDspRte.jsp?a=b (accessed 17 November 2011). 76 “World Vision, un monde meilleur pour les enfants” (World Vision France, n.d.), https://ssl.worldvision.ch/fr/formulaires-de-dons/dons/ (accessed 17 November 2011). 77 “Christian Commitment” (World Vision USA, n.d.), http://www.worldvision.org/content.nsf/about/hr-faith (accessed 17 November 2011). 78 Ibid. 20 We will not discriminate unfairly on the grounds of an applicant’s gender, race, skin colour, nationality or ethnic origin, level of physical ability, religious belief or lack of it, marital status, responsibility for dependants, age, appearance or membership of a trade union.79 The same statement is found on the IR US website 80 as well as the IR Switzerland website: there is no variation between requirements of a religious nature for potential applicants. By adapting to different cultures and belief systems, World Vision may have allowed for a broader public appeal, however, it has definitely made the structure of the organization quite complex. However, existing within an increasingly globalized world, it has been very important – if not essential – for FBOs to adapt and - perhaps at times - compromise in the way FBOs act in an effort to be recognized and included by the international development community. In this way, both organizations have become signatories and adherents to a number of international codes of conduct, such as the ICRC Code of Conduct,81 as well as a number of monitoring organizations such as the Charity Commission in the UK. Ms. Guerroum, of the IR office in Geneva, felt that these efforts were very important for their institutional donors, but significantly less important for their individual donors and was simply viewed as a necessary requirement for any international development organization to be taken seriously.82 Child Sponsorship A fundraising priority for both organizations has been child sponsorship and providing assistance to children, particularly orphans. This is an issue area that has 79 “Guidelines for Applicants” (Islamic Relief Human Resources, n.d.), http://www.islamicrelief.org.uk/uploads/documents/Guidelines%20for%20Applicants.pdf (last accessed 22 December 2011). 80 “Career Opportunities” (Islamic Relief USA, n.d.), http://www.irusa.org/careers/ (last accessed 22 December 2011). 81 Appendix A. 82 See Appendix B. 21 a tremendous amount of religious as well as international humanitarian appeal and has become an area in which both organizations have become quite specialized. For World Vision, helping children is the main source of inspiration for all that they do and comes from its Christian foundations. In the Christian faith, caring for children is extremely important: “Behold, children are a heritage from the LORD, the fruit of the womb, a reward... Blessed is the man who fills his quiver with them!” (Psalms 127:3-4 ESV). As stated in their 2009 review, WV President and CEO Kevin Jenkins explained: "World Vision focuses it relief, development and advocacy work on a single, profound goal - the joy of positive transformation in a child's life. World Visions sponsorship program supports over 3.8 million children in 1,600 locations.” 83 World Vision’s publicity materials describe child sponsorship as a humanitarian connection that manifests [God’s] transcendent love for a stranger. 84 Child sponsorship has proven to be a hugely successful way of attracting funds, as it tends to forge deeper bonds between the donor and the organization. 85 In the same way, Islamic Relief Worldwide’s sponsorship program has also been extremely successful, supporting 27,000 orphans in over ten different countries. Just like in Christianity, supporting children in Islam is paramount, particularly because Muhammad was an orphan himself. With several passages in the Qur’an mentioning the responsibility to care for orphans (93:9, 107:2, among others.), a significant portion of the budget for many Islamic FBOs (often up to 50% of the budget) is allocated to helping children.86 For both WV and IR, focusing on children has allowed these organizations to focus 83 “World Vision International 2009 Review.” Erica Bornstein, “Child Sponsorship, Evangelism, and Belonging in the Work of World Vision Zimbabwe,” American Ethnologist 28, no. 3 (August 2001): 598, http://doi.wiley.com/10.1525/ae.2001.28.3.595 (last accessed 17 November 2011). 85 N. Kirmani and A. A. Khan, “Does Faith Matter: An Examination of Islamic Relief’s Work with Refugees and Internally Displaced Persons,” Refugee Survey Quarterly 27, no. 2 (January 2008): 49, http://rsq.oxfordjournals.org/cgi/doi/10.1093/rsq/hdn032 (last accessed November 17, 2011). 86 Abdel-Rahman Ghandour, Jihad humanitaire: en u te sur les ONG islamiques (Paris: Flammarion, 2002), 45. 84 22 their efforts on an area that joins their religious donor population with their more secular/humanitarian audience. Raising funds to help children is often done with a greater amount of ease as children are often seen “to serve the international humanitarian community as embodiments of basic goodness and symbols of world harmony, as sufferers, as seers of truth, as ambassadors of peace, and as embodiments of the future.”87 Responding to Changes and Challenges Too Religious, Not Religious Enough As many FBO have learned, there is a delicate balance between being seen as too religious or not religious enough. For many FBOs, the greatest challenge is how to maintain a clear identity and purpose while addressing the variety of conflicting criticisms and demands of the various donors and stakeholders.88 In the professional world of NGOs, where religion can be viewed as both negative and positive, efforts to find middle ground often run the risk of FBOs becoming more secular and increasingly less ‘faith-based.’ Both Islamic Relief and World Vision have struggled to adapt to these push and pull factors, seeking to attract and maintain both religious and secular donor support. After 9/11, Islamic charitable organizations were faced with a number of new challenges. One important development was the anti-terrorist financing measures issued by the United States Administration in 2001. These measures allowed for the freezing of assets of many US-based Muslim organizations while their staff, programs and operation practices underwent investigation by US government for possible terrorist participation, affiliation or financing. As a direct result, many 87 Bornstein, “Child Sponsorship, Evangelism, and Belonging in the Work of World Vision Zimbabwe,” 601. Rick James, What is Distinctive About FBOs? How European FBOs define and operationalise their faith, Praxis Paper 22 (INTRAC, February 2009), 3. 88 23 programs and beneficiaries of these organizations suffered greatly, both within the US and internationally.89 According to a presentation given in Qatar in February 2006, 18 Islamic NGOs were operating in Chad before 9/11, and in 2006 there were only five, all of them funded from the Gulf.90 It has been estimated that this has resulted in nearly 500 orphans being abandoned by Islamic charities that were no longer able to support them.91 In response to new fears that many Islamic NGOs were supporting, or somehow affiliated with, terrorist groups, many NGOs – such as IR - took measures to become more transparent, more professional, while cutting funding to support religious institutions (i.e. Mosques), and downplaying some of their religious symbols. But many of these efforts have been criticized by certain Muslim scholars like the Sheik Omar Bakri Mohammed who warned, "nous sommes des organismes caritatifs et ne nous mêlons ni de politique ni de jihad... Il est temps de prendre conscience du danger que constitute cette fausse naïveté, fruit d'une grande ignorance et d'une mentalité laïque."92 Because of this, Islamic Relief has been forced to make difficult decisions concerning how to approach these contradicting concerns. In a similar way, World Vision has struggled to maintain its evangelical roots while at the same time obtaining universal appeal. Particularly following accusations of inappropriate proselytizing in Cambodia in the 1980s, World Vision has had to downplay its evangelical character and take on a more neutral tone both in their modes of fundraising and advertisement, as well as how they behave in the field. 93 On the other hand, World Vision has also received criticism for becoming ‘too 89 Jonathan Benthall, “L’humanitarisme islamique,” Culture & Conflits, no. 60 (2005): 6–7. Alterman, Understanding Islamic charities, 9. 91 Ibid. 92 Ghandour, Jihad humanitaire, 227. “…we are, by nature, a charitable organization and we don’t meddle in politics or the jihad… It is important to realize that this naive belief carries many risks, since it stems from sheer ignorance and a secular mentality.” Translation into English by Nathalie Arcand. 93 Abdel-Rahman Ghandour, “Humanitarianism, Islam and the West: Contest or cooperation?” (Humanitarian Practice Network, December 2003), http://www.odihpn.org/report.asp?ID=2582 (accessed 17 November 2011) 90 24 secular.’ When asked about their relationships with other Christian organizations and churches, Dr. Pradervand said, “For many Christian organizations and churches we are seen as too professional and because of that some do not think that we are enough Christian.”94 Conclusion Obtaining the necessary financial support in order to effectively run international developmental programs is an extremely arduous and complicated task. With the multitude of NGOs in existence, competition is great and resources are always limited. Fundraising today requires organizations to be both professional and creative, continuously searching for innovative and effective ways to encourage further donor support. As discussed, working within a religious context, may give FBOs an advantage in that their initial target audience may be clearer than for other more secular charitable organizations, however, as discussed, this does not make the task of fundraising any less complicated. In order to acquire necessary funding, International FBOs like World Vision International and Islamic Relief Worldwide, not only have to appeal to donors within their specific religious traditions, but must also attract support on a more international plane. In this way, these organizations constantly strive to find a balance between professionalism, religiosity, and effectiveness in all that they do. In similar ways, WV and IR have effectively incorporated religious discourse and tradition in a number of their fundraising efforts, using their religious identity to ensure the confidence and support from many related religious communities. Moreover, these organizations have also sought to embrace a more humanitarian identity, putting a greater focus on gaining international institutional recognition that provides their organizations with an increased level of credibility and access to more diverse funding alternatives. 94 See Appendix B. 25 In recent years, FBOs have had to deal with a number of changes and challenges directly affecting their work. Particularly for Islamic charities, 9/11 has presented a number of new obstacles to overcome, especially in the area of funding. Moreover, in an increasingly secular world, FBOs receive significant pressure to adapt their religious identity and conform, without compromising their religious identity on which these organizations were founded. Due to the lack of academic writing done on FBOs, there remains great potential for additional research. It would be valuable to further explore the idea of ‘cultural proximity,’ a doctrine stating that Muslims FBOs are best equipped to help fellow Muslims,95 particularly as it pertains to working in areas that have experienced war, often fuelled by religious or cultural clashes. Ashley Tedham Candidate, Master in International Affairs, HEID ashley.tedham@graduateinstitute.ch 95 Jonathan Benthall, “HPG Briefing: Humanitarianism, Islam and 11 September” (Overseas Development Institute (ODI), July 2003), 4, http://www.odi.org.uk/resources/details.asp?id=273&title=humanitarianismislam-11-september-911 (accessed November 17, 2011). 26 Appendix A International Red Cross and Red Crescent Movement Code of Conduct 1. The humanitarian imperative comes first. 2. Aid is given regardless of the race, creed or nationality of the recipients and without adverse distinction of any kind. Aid priorities are calculated on the basis of need alone. 3. Aid will not be used to further a particular political or religious standpoint. 4. We shall endeavour not to act as instruments of government foreign policy. 5. We shall respect culture and custom. 6. We shall attempt to build disaster response on local capacities. 7. Ways shall be found to involve programme beneficiaries in the management of relief aid. 8. Relief aid must strive to reduce future vulnerabilities to disaster as well as meeting basic needs. 9. We hold ourselves accountable to both those we seek to assist and those from whom we accept resources. 10. In our information, publicity and advertising activities, we shall recognise disaster victims as dignified humans, not hopeless objects. “The Code of Conduct for the International Red Cross and Red Crescent Movement and Non-Governmental Organisations (NGOs) in Disaster Relief” (ICRC, 2004), http://www.icrc.org/eng/resources/documents/misc/64zahh.htm. (accessed 17 November 2011) 27 Appendix B Interview Questions Questions for Islamic Relief Worldwide The following questions were answered by Soraya Guerroum (Project Coordinator) in person during an informational interview at the Islamic Relief Office in Geneva, Switzerland on April 21, 2011 at 10:00am. The following are notes that were taken during the interview. 1. How have your fundraising methods/techniques changed/evolved over the last ten years? Specifically after 9/11? ‘Chilling effect’ and going underground. - Didn’t know Deflected question Spoke to lady at Institute but didn’t want to comment Not a lot of research done here. 2. Who are your main target groups and how do you appeal to both a secular and Muslim audience? Are they approached differently? Where are your fundraising efforts most concentrated? - Information mail outs Telemarketing Events – Balexert Concentration on Muslims Religious information mailed only to Muslims Do not support Mosques but Mosques support IRW 3. How do you communicate Muslim values through fundraising? What are some of the core concepts or central words that are used (used by a Muslim culture)? - Look at material she gave me 4. How does IRW view and approach Zakat, how do you speak about giving? - Necessary but not extremist in this opinion Zakat is used as the donor wishes and must be used within one year 5. Where do most of your donations come from? Is it mostly from Muslim communities? - Most come from Muslims 28 - Many ‘planned givers’ /committed donors Donors decide where their Zakat goes 6. Do you provide opportunities for donors to grow in their faith through giving to IRW? Is there access to engaging resources and/or activities? Is this advertised, if so, how? - Able to visit orphans but must be organized with office in the country where the child resides Around Ramadan 7. What is your relationship with mosques and other Muslim communities? - Non-denominational No financial support given 8. Do you partner with different religious organizations, other than Muslim organizations? - More now than ever Important for gaining support from IOs 9. How does IRW approach topics such as AIDS and contraception? - Would not comment 10. How much is spent on fundraising activities? - Almost nothing. Very strict and minimal (“it would be unethical to spend more than the very minimum necessary”) Angers donors No TV, Radio, External advertisement (outside of website and forums) Do find that many people ask them to not send material and do not want to be associated with FBOs VERY linked to religious events/calendar 11. Do you think signing the DEC (Disasters Emergency Committee) and the IRC (code of conduct) and ECHO (European Commission’s Humanitarian Office) helped add creditability to your NGO? - Very important for institutional donors, but not at all important to individual donors Adds to international ‘perceived’ credibility 29 12. How does the Muslim Charities Forum (2007) help with fundraising? - No comment 13. Sponsorship programs for orphans, is there religious reasoning/text to motivate Muslims to concentrate a portion of the fund here? - Huge focus and something that bridges the opinion differences between donors Very popular and necessary Found throughout religious texts Mohammad was an orphan 14. Other than the website, what kinds of social media/marketing do you use to fundraise? - see other material/questions Questions for World Vision International: The following questions were answered over email by Dr. Marc-André Pradervand, Marketing Director, World Vision (Switzerland). World Vision International offices were contacted, but when asked to about answering questions for a research assignment, they kindly declined. “We are grateful for your desire to research our fundraising techniques. Unfortunately, due to limited resources and in an effort to be good stewards of the funds entrusted to us by our faithful donors, we are unable to respond to requests for assistance with academic research papers or projects. We apologize and hope you understand our inability to assist with your request.” (Karen Davis, Donor Contact Services, World Vision U.S.). World Vision Canada was also contacted and they had initially agreed to comment, however, after the questions were sent they did not respond, even after sending a couple of follow-up emails. 1. How have your fundraising methods/techniques changed/evolved over the last ten years? Yes. In earlier years we could raise funds through few channels like TV and print. Today our audience uses many channels at the same time (for example mobile, internet, TV) and the whole social media is leading to a paradigm shift in fundraising now which we are still right in the middle of. 2. Who are your main target groups and how do you appeal to both a secular and Christian audience? Are they approached differently? 30 Our main target group is women from 30-55 years. We do not differentiate between Christian and secular because the Christian (evangelical) population is very small in Switzerland. However, many Swiss belong to the official State Church (Protestant or Catholic), but these do not need/want a special wording. 3. How do you communicate Christian values through fundraising? What are some of the core concepts or central words that are used (used by a Christian culture)? We mainly use the concept that we are trustworthy and good stewards of the money that is given to us. This concept is also understood in a secular context in Switzerland. 4. How does World Vision view and approach 'stewardship,' how do you speak about giving? Is it view by World Vision as a duty or obligation, or more of a grateful response? See answer above.Giving in Switzerland belongs to the Swiss culture and is viewed in our society as an act of solidarity with others in need. 5. How do you, if so, encourage planned giving? This is something we do not do yet systematically in our office (we have a brochure that you can order online). In the Swiss culture you have to be very "low key" when you talk about planned giving. 6. Where do most of your donations come from? Is it mostly from Christian communities? No, most of our donations come from single persons and families, and some of them are Christians (but we do not know which ones) 7. Do you provide opportunities for donors to grow in their faith through giving to World Vision? Is there access to engaging resources and/or activities? Is this advertised, if so, how? No. 8. What is your relationship with various churches and other Christian communities? We are by far the largest Christian organization in Switzerland (together with the Salvation Army) and we are in the top 10 of all NGO's in Switzerland. For many Christian organizations and churches we are seen as too professional and because of that some do not 31 think that we are enough Christian. On the other side we have many (State) churches that donate to projects of World Vision Switzerland. 9. Do you partner with different religious organizations, other than Christian organizations? No, not in Switzerland. 10. How does World Vision approach topics such as AIDS and contraception? This happens in our project work in the field and I do not have enough knowledge to answer this question in detail. 32