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OEBU 2080A - Philanthropy and Social Investing

Type d'enseignement : Elective

Semester : Autumn 2018-2019

Number of hours : 24

Language of tuition : English



Course Description

The 21st century is the age of increasing civic engagement, new philanthropy, social investing and hybrid solutions to resolve societal issues. It is a society seeking values, influenced by the "Millennial Generation", addressing critical global challenges. The course looks at: civil society and social investing: philanthropy, impact investing, social business; evaluation and motivation to produce systemic change. The course aims to improve understanding of the role of citizens, civil society organizations, business, the public sector and provide options for addressing the challenges of this millennium. It combines theory and practice, academic knowledge, case studies and discussions with: impact investors, foundation officers, and corporate leaders from Europe and the United States.


SYMONDS, Judith (Consultante, JCS International)

Pedagogical format

The session format is a combination of topic overview lectures, individual short presentations based on syllabus reading, one group project (case study and presentation) with expert guest lecturers for 5/6 of the session themes, plus a final research paper.

Course validation

Continuous assessment: Syllabus Reading Analysis (25%), Class participation (15%), Group work and presentations (20%), individual research paper (40%).


12 seminars of two hours each (24 hours). Workload/ Charge de travail: Weekly - brief reading analysis. Group Presentation and Final Research Paper – 5,000 words. Credits: 4.

Required reading

  • Sievers, Bruce R., "Civil Society, Philanthropy and the Fate of the Commons," University Press of New England, 2010
  • Reich, R., “A Failure of Philanthropy: American Charity Short changes the Poor, and Public Policy is Partly to Blame,” Stanford Social Innovation Review, 2005
  • Achleitner, Ann-Kristin. Heinecke, Andreas. Abigail, Schöning. Mirjam, and Spiess-Knafl, Wolfgang., “Social Investment Manual: An Introduction for Social Entrepreneurs”, Schwab Foundation and Technische Universität München, September 2011, pgs. 5 – 8
  • Brest, Paul., “A Decade of Outcome-Oriented Philanthropy,” Stanford Social Innovation Review”, Spring 2012
  • Bannick, Matt and Goldman, Paula, “Priming the Pump: The Case for a Sector Based Approach to Impact Investing, Omidyar Network, 2012. Full Report:

Additional required reading

  • Koh, Harvey, Ashis Karamchandani & Robert Katz,"From Blueprint to Scale:" The Case for Philanthropy in Impact Investing,"Monitor and Acumen Fund, Spring 2012
  • Kail, Angela and Lumley, Tris., ‘Theory of Change: The beginning of making a difference', April 2012
  • Holley, Marc J. , Recchia, Cheri A., Bockstette, Recchia & Valerie, “Measuring What Matters,” Stanford Social Innovation Review, Jan 4, 2016
  • Barkhorn, Ivan. Huttner,. And Blau, Jason., “Assessing Advocacy”, Stanford Social Innovation Review, Spring 2013
  • Donnelly-Cox, Gemma, “Civil society governance: Hybridization within third-sector and social enterprise domains,” Civil Society, the Third Sector and Social Enterprise: Governance and Democracy, Edited by Jean-Louis Laville, Dennis R. Young and Philippe Eynaud, 2015
  • Patscheke, Sonja, Barmettler, Angela, Herman, Laura, Overydyke & Pfitzer, Marc, “Shaping Global Partnerships for a Post -2015 World
  • Bernholz, Lucy, “Blueprint 2016: The Annual Industry Forecast,” ( – to download full copies) Excerpts: Introduction: The social economy and digital infrastructure as givens” & “Guiding Principles & Values for Digital Civil Society,” pps. 1 – 4 & 20 – 23