Travelers' Philanthropy Handbook - Center for Responsible Travel

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project, the reporting may become overwhelming for small to medium sized projects. It is alwayssmart to look at the grant reporting requirements at the same time as you consider writing theproposal. Try to strike a balance between the size of the grant and the reporting requirements.Sometimes donor institutions may reduce reporting requirements due to the size of a grant – butthis is unusual.The case of private donors is quite different and you come across everything from quite heftydemands on reports to not wanting reports at all. In the latter case, it can be quite tempting toaccept money with no reporting requirements attached. However, there is self-interest inreporting for the simple reason that by keeping in close touch with the donor, you increase thelikelihood of renewed funding in the future.Basecamp sends out quarterly reports based on the same standard format for all projects. Thereports include donor newsletters as well as financial reports for annual audits. With a largenumber of projects running at the same time, standard reporting is of great help. So far, ourprivate donors and Corporate Social Responsibility (CSR) partners have accepted the standardformat as a streamlined reporting system. This does not mean that other forms ofcommunication are not needed. On the contrary, staying in touch with donors with the support ofweb and social media is extremely useful in between the quarterly reports -- but this is differentand does not replace the formal reporting described above.5. Difference in PrioritiesDifference or mismatch in the priorities between the project and the donor can have manyaspects. One has to do with “need driven” versus “donor driven” funding, which we talked aboutearlier. This aspect is mostly in play before the onset of the project and therefore easier tomanage since the option to say “no” to donorsupport is still there. Another aspect comesinto play when the project is operational andthe donor seeks to alter the terms ofengagement by putting forward new demandsfor the project. The demands can alsooriginate from a project partner, or acommunity member who seeks to influencethe project and the donor, and by doing sosuddenly make the project unstable andcomplex to manage.This can happen, for instance, when the CEOor the project manager of a fundingorganization is replaced and the new personHIV/AIDS Awareness, Kenya. Credit: Basecamp Foundationthat wants to put his or her profile on theorganization -- including the CSR profile. Such situations can easily jeopardize the entirepurpose of the project by leading to changes in activities, overall goals, and even funding can beat risk of being withdrawn from the project.Basecamp Foundation has experienced a few such cases. The lesson learnt is that wheneverpossible; try to institutionalize the partnership before the onset of the project. One way of doingthis is to develop clear Terms of Reference for the project and/or Memorandum ofUnderstanding between the partners, including the role and responsibilities of the donor. Toinstitutionalize each and every partnership is not always practical, especially for small projects128
where it might be more relevant to develop a deeper personal relationship between the projectand the donor. This can be an efficient way to mitigate potential conflict in a project!• Establish a Policy that Supports Your Travelers’ Philanthropy WorkMany of the potential conflict areas in donor and project management can be met at an earlystage and effectively mitigated by having a clear policy for selecting projects and their expecteddeliverables. At Basecamp Foundation, we have developed a set of criteria that clarify theprincipals by which we want to execute projects. It also, to some extent, supports the division ofresponsibilities between the donor and the project, thereby lowering the risk of conflict at a laterstage. An umbrella statement that includes cultural, social, socio-economic, and environmentalfactors and the role of tourism govern the policy. The statement looks like this:A) Basecamp Foundation encourages thedevelopment of projects that supportenvironmentally friendly and sustainablepractices, which include practices thatprovides due recognition of local cultureand the social fabric.B) Basecamp Foundation recognizes thevalue and necessity of developingenabling environments for sustainableprojects through broad professionalpartnerships, at the local, national, andinternational levels.Koiyaki Guide School, Kenya. Credit: Basecamp FoundationC) Basecamp Foundation supports project activities that promote dialogue between touristsand local communities as well as local, national, and international dialogue on the valueof sustainable tourism and best practices.The following 15-point checklist has been included to provide a frame for BasecampFoundation’s project selection policy. The criteria are not listed in any particular order andprojects that do not meet all the criteria are not automatically excluded. While a case-by-caseevaluation is carried out before approval or disapproval of a potential project, BasecampFoundation favors projects that address:1. PriorityProjects should fall within the generic target areas – the Basecamp Big Five. These areas wereestablished as a way of narrowing down and keeping focus in the project portfolio:- Conservation (nature, biodiversity)- Capacity (education, leadership)- Climate (climate change, energy)- Culture (community)- Care (health, awareness, well-being)129
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Travelers’ Philanthropy HandbookP
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AcknowledgementsThe idea to do this
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Read What The Experts Say AboutThe
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ForewordBy Wangari Maathai, Ph.D.Fo
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Chapter 1:Core Components of Travel
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and institutions is crucial for add
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The attendance figures from our two
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little flows directly to community-
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surprisingly little information ava
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Travelers’ Philanthropy and the G
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organization try to drive the chang
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in place, truly beneficial, success
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What is Successful Philanthropy?By
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Travelers’ philanthropy involves
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8. Institutionalize Regular Evaluat
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Chapter 2:Approaches to Travelers
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Other international companies have
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and/or travelers are encouraged to
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donors, and monitor projects. IGTOA
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ooooOperating as a not-for-profit o
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desire to donate. Giving to these c
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Myths and Mountains and READ Global
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with a secondary school and a hub o
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ooooooTwice a year, READ sends a le
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International Galapagos Tours Opera
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• Do You Incorporate Tax Deductib
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Holbrook Travel and Sarapiqui Conse
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service projects, done together wit
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• How Much Has Been Raised?Most f
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Committee brings key staff from Hot
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Rock Resorts and Vail ResortsBy Jul
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National Park Foundation; Hyde Stat
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Villages of Loreto Bay and Loreto B
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• Sustainable DevelopmentThe Foun
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we brought tourism to these communi
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strong ethical understanding, a str
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eginning. It has not been an easy r
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northern Manhattan. Our diners, our
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• How are Funds Distributed? What
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vendors, our guests, and our establ
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Educational Travel and Travelers’
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Page 87 and 88: Clients traveling on customized iti
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Page 91 and 92: • Are Donations Tax Deductible?We
Page 93 and 94: Case Study 1: Corporations Weaving
Page 95 and 96: Elevate DestinationsBy Dominique Ca
Page 97 and 98: • How are Funds Actually Raised f
Page 99 and 100: • Has Your Philanthropic Program
Page 101 and 102: Tourism has brought some benefits t
Page 103 and 104: where many local community activiti
Page 105 and 106: Chapter 3:VoluntourismVoluntourism:
Page 107 and 108: Voluntourism has emerged from this
Page 109 and 110: Box 2:Voluntourism in Meetings and
Page 111 and 112: Advice for Potential Voluntourists
Page 113 and 114: Your ISA should include personal qu
Page 115 and 116: PAQsPAQ 1PAQ 2PAQ 3PAQ 4PAQ 5PAQ 6P
Page 117 and 118: Look for the little things that you
Page 119 and 120: Consumer Interest in VoluntourismCo
Page 121 and 122: Chapter 4:Engaging Tourism Business
Page 123 and 124: Possibly your project(s) will cover
Page 125 and 126: your project and activities along t
Page 127 and 128: Principle 4: Follow all applicable
Page 129 and 130: Working with Donors in Travel-based
Page 131 and 132: concerns have been raised about the
Page 133: sustained local communities by targ
Page 137 and 138: 13. Cost effectivenessProject execu
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Page 141 and 142: heading with travelers’ philanthr
Page 143 and 144: Naboisho Conservancy, the private r
Page 145 and 146: Comments from a Travel Partner on C
Page 147 and 148: The Ask ─ Or is it the Offer?By S
Page 149 and 150: 5. What factors or circumstances wo
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Page 155 and 156: their part simply by choosing to tr
Page 157 and 158: United States. Tourists stay an ave
Page 159 and 160: “We want to help provide educatio
Page 161 and 162: Chart 6. Since when are you support
Page 163 and 164: Those surveyed also criticized volu
Page 165 and 166: Readiness Check List for Businesses
Page 167 and 168: not infringe on travelers’ holida
Page 169 and 170: the traveler is given hope, empower
Page 171 and 172: ooVolunteers who work with children
Page 173 and 174: Survey of Recipient Organizations i
Page 175 and 176: sources beyond tourism, in many cas
Page 177 and 178: confirmed that visiting the project
Page 179 and 180: The School of St. Jude: What Can I
Page 181 and 182: • Space books and thing that live
Page 183 and 184: Unwanted PhilanthropyThe Paint Synd
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Chapter 6:Engaging Travelers in Tra
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greater interest and attention to d
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them, a precedent they value. Its c
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The dependency I’m talking about
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to me as an option. Besides, it’s
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conditions for it. If a tourist is
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Consumer Demand for Travelers’ Ph
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Why Travelers Become Philanthropist
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• What Form of Communications was
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My Role as a Guide in Promoting Tra
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Legal Issues: Incentives to Give 59
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• For German Taxpayers 64A donor
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• For German TaxpayersLike U.S. c
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4. What Kind of Documentation Do I
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Chapter 7:ConclusionLessons Learned
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. Learn about and engage with the c
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c. Funds can be given:o Directly to
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efreshments, etc. This should be ne
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3. For Those Considering Voluntouri
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Additional ResourcesThe following a
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Nurturelakeland: http://www.nurture
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Biographies of AuthorsNot included
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Lars Lindkvist, Ph.D., is director
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David (Jonah) Western, Ph.D., is fo
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CREST’s Travelers’ Philanthropy
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2Travelers’ Philanthropy: Dos and
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4When visitors suggest:“Let’s v
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6When visitors inquire:“Can we vi
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8When visitors ask:“Should I brin
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10“Giving Time, Talent and Treasu
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12Center on Ecotourism and Sustaina
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Volunteer Tourism Effective Practic
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IPARTNER ORGANIZATIONSAND HOST COMM
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IPARTNER ORGANIZATIONSAND HOST COMM
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IIVOLUNTEER PROJECTS4. Design proje
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IIVOLUNTEER PROJECTS6. Consider the
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IIIPARTICIPANTS8. Provide informati
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VRESPONSIBLE TOURISM10. Exemplify,
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