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Synergos

2009 Report

2 3 5 6 7 8 11 12 13 15 16 17 19 21 22 25 26 What We Do Letter from the Chair & the President Where We Work India Middle East & North Africa Southern Africa Canada Latin America Global Networks Synergos Services Special Events Year at a Glance Financial Report Summary Sustainability Report Donors Board of Directors Staff & Offices

What We Do

The name "Synergos" comes from the Greek root meaning "working together." We address global poverty and social injustice by working collaboratively to change the systems that keep people in poverty. Bringing together government, business, civil society, and poor and marginalized communities, we help create sustainable systems change. Over the course of more than 23 years, Synergos has supported the development of innovative leaders, organizations, and partnerships in Africa, the Americas, Asia, and the Middle East.

Above: Jordanian man who benefits from the work of Rabee' Zureikat, a Synergos Arab World Social Innovator working to narrow socio-economic divides in his country. Left: Global Philanthropists Circle members explore philanthropy's role in promoting systemic change to overcome poverty . Cover: The African Public Health Leadership and Systems Innovation Initiative is creating a replicable model for improving public health leadership and systems performance, beginning in Namibia.

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Letter from the Chair & the President

Dear Friends, For many people, 2009 was an especially difficult year. The global economic downturn that began in 2008 slowed progress in fighting poverty, and even increased it in some places. According to World Bank estimates, 45 million people fell into extreme poverty as a result of the downturn, and an unacceptable number of children ­ 400,000 ­ lost their lives. At the same time, the economic slowdown increased the challenges faced by organizations in raising financial support for programs to help communities respond to these tremendous difficulties. This is the context in which Synergos operated in 2009: a world of continued, and sometimes increasing, need, combined with a more difficult financial environment. Our response has been two-fold. The first was to implement measures to reduce our own costs and increase our effectiveness and efficiency, including reducing the size of our staff in our New York headquarters early in 2009, and in our office in Brazil later in the year. We took these actions reluctantly and tried to lend support to those adversely affected to help them transition successfully to new employment.

Peggy Dulany Founder and Chair Robert H. Dunn President and CEO

"Synergos taps into the wisdom, knowledge, experience and aspirations of everyone impacted by the system in need of change by bridging the divides that separate them."

The second major change we've implemented has involved increasing the impact of our work in reducing poverty and promoting social equity. We continue to believe that the best way to bring about and sustain systemic change is by bringing together leaders from government, business and civil society. Synergos taps into the wisdom, knowledge, and experience of everyone impacted by the system in need of change by bridging the divides that separate them so they can work together to identify and implement long-lasting innovations. Our largest program, the African Public Health Leadership Initiative in Namibia, has focused on strengthening the senior leadership team of the Health Ministry and improving maternal health. The early successes from prototypes are now leading to a national roll-out of the change processes we implanted there to reduce maternal mortality rates. Our longstanding efforts through the Bhavishya Alliance to reduce child under-nutrition in India also made great strides forward. Participants in the affiliated Girls Gaining Ground program have already witnessed tangible improvements in their lives and the lives of their families.

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"If there is any positive side to the challenging financial environment we're in, it has been in the wider recognition that we need to focus greater attention on long-term, systemic interventions. As you can see in the following report, that is the approach that we and our partners are taking in working to overcome poverty and injustice."

On Vancouver Island, in Canada, the Aboriginal Leadership Initiative has leveraged business and government resources for development priorities identified by local communities, and the approach taken will serve as the basis for a national conference in Ottawa in 2010. Work in South Africa with leaders of the children's sector has resulted in numerous collaborative efforts and policy changes. Our initiative in that country and Mozambique to strengthen community capacity to help isolated children in distress will also be expanded and serve as the basis for an advocacy campaign affecting care givers and public policy in the region. We have grown, deepened our relationship with members, and increased the interactions among our three leadership networks ­ the Global Philanthropists Circle, Synergos Senior Fellows, and the Arab World Social Innovators. Participants in these groups tell us the benefits of their affiliation with Synergos have enabled them to be more strategic, scale up existing efforts, collaborate more effectively, and better measure the return on their social investments. Members of these networks are also increasingly launching, leading and supporting cross-sector partnerships to change the systems that keep people in poverty. During 2009, we also stepped up our work with businesses and foundations, launching a new services group to support these organizations' efforts to work to address global poverty.

If there is any positive side to the challenging financial environment we're in, it has been in the wider recognition that we need to focus greater attention on longterm, systemic interventions. As you can see in the following report, that is the approach that we and our partners are taking in working to overcome poverty and injustice. We want to express our gratitude and appreciation to the many partners and supporters we have worked with in 2009. They continue to inspire us and help us help others to meet their basic needs, enjoy their fundamental rights, and achieve their full potential. Warmly,

Peggy Dulany Founder and Chair

Robert H. Dunn President and CEO

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Where We Work

Senior Fellows Global Philanthropists Circle Families Arab World Social Innovators Board Members

Key Program Countries Synergos Offices

As of June 1, 2010

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A Partnership for Child Nutrition

Synergos' work in India focuses on addressing child under-nutrition through our work with the Bhavishya Alliance, a multi-sectoral partnership we created with Hindustan Lever, various Indian governmental agencies and non-governmental organizations, and UNICEF. A key Bhavishya initiative is Girls Gaining Ground, which empowers girls (between the ages of 11-19 years) to become more confident, aware and responsive toward the health and nutrition of their families and themselves. The program, which is supported by the Nike Foundation, is reaching about 10,000 girls from over 100 communities in the state of Maharashtra. Girls from Latku village provide an excellent example of the impact of Girls Gaining Ground. With confidence and learning acquired from a training workshop, they confronted Latku's sarpanch (elected leader) about inaction in spending money allocated for water sanitation. The result was government action to provide a clean water tap. Other Bhavishya achievements include improving the quality of food in supplementary feeding programs at daycare centers through a partnership with the Taj Group of Hotels; teaching mothers of infants improved breast-feeding behaviors and complementary feeding practices; the provision of literacy, health and nutrition training to over 1,000 women in thirty villages; and getting the Indian government to provide day care facilities for migrant workers at three construction sites in Mumbai.

India

"GGG teaches us how to make decisions about our own rights, maintain cleanliness, and communicate with others." -- Girls Gaining Ground participant from Thane district, India

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Middle East & North Africa Strengthening

Entrepreneurs in the Arab World

Synergos' Arab World Social Innovators (AWSI) program supports high-impact social entrepreneurs who are each transforming a powerful idea into a growing social venture ­ in fields such as education, youth employment, women and girls, civic engagement, and technology. With support of the US Agency for International Development and other donors, the program provides seed funds, professional development training, and access to global networks so that the Innovators can scale-up their initiatives and increase their impact. The inaugural class of 22 ­ from Egypt, Jordan, Lebanon, Morocco, and Palestine ­ were welcomed into the Synergos family in February at an orientation in Amman, Jordan. Collectively, they serve over 300,000 women, children, youth, and people with special needs. Members of the AWSI program participated in a number of global events to present their work, network with influential individuals, and share their experience addressing development challenges in the Arab world. Highlights included participation at the Skoll World Forum and other events in Europe and the Arab region, followed by a trip to the United States for meetings and events with government officials, foundation staff, and academic audiences. Social Innovators have received media coverage on BBC World Business Service radio, CNN, Al-Arabiya, and Al-Jazeera. Synergos entered into partnerships with consulting firms and international organizations to deliver professional development training to the innovators. For example, the Social Entrepreneurship Assistance Program (SEAP ­ affiliated with consulting firm Booz Allen Hamilton) connected each Social Innovator with a dedicated consultant who provides advisory services on strategic planning and organizational design. Through this support, each of the 22 Innovators has crafted a strategic plan, outlining the vision, mission, and goals for their project.

"The relationship between the initiative and Synergos is based on trust and a common belief in the ability of community-based initiatives to bring about even a small part of the change required to make a hole of hope in the wall of obstacles to human development in Palestine, and the fight against poverty in this society." -- Jihad Shejaeya, Founder, From Student to Student, Palestine

Right: Garbage collectors in Cairo, Egypt benefit from development programs organized through the efforts of Ezzat Naem, a Synergos Arab World Social Innovator. Inset: Raghda el-Ebrashi, a Synergos Arab World Social Innovator from Egypt who runs youth and micro-loan programs in poor communities in Cairo, receives an achievement award from King Abdullah II of Jordan at the 2009 World Economic Forum in the Middle East.

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Southern Africa

Strengthening Public Health

The African Public Health Leadership and Systems Innovation Initiative aims to transform policies into actions with the ultimate result being increased access, quality, and efficiencies in health service provision. The effort began in 2009 in Namibia, with support at the highest levels of government. It is funded by the Bill & Melinda Gates Foundation and the Global Alliance for Improved Nutrition (GAIN). McKinsey & Company and the Presencing Institute collaborate with Synergos on this effort. In 2009, the initiative focused on maternal and young child health and nutrition as a high-impact strategy. "Maternal health captured the interest of Cabinet because of its poor performance in the light of the country's commitment to the Millennium Development Goals, one of which is to cut maternal mortality by 75% by 2015," says Len le Roux, who heads Synergos' partnership-building programs in Africa. A key element of this work has been recognizing and augmenting capacity that exists within the national health system ­ including not only diverse government agencies but also from community-based service providers, civil society and the private sector. So far, improvements have included a reorganization of the Windhoek ambulance system that has resulted in a reduction in response times and improved operations at health facilities that has reduced waits for expecting mothers during ante-natal visits. In one case, nurses successfully pressed the government to open an antenatal care facility that had been constructed but had lain dormant for over a year. In addition, community-based facilities are now providing services to women who would otherwise have to walk hours for care, or choose between buying a meal or a taxi ride to an ante-natal care facility.

Above: Mothers wait with their children to receive infant healthcare in Windhoek, Namibia. Left: The initiative involves government at the highest level in Namibia, including the engagement and leadership of Prime Minister Nahas Angula (right, with Synergos' Len le Roux).

"We've already shown a remarkable difference in the working atmosphere, improving the environment, the frequency of communication, the openness of communication, and the preparedness of our management staff. We are thinking about solutions and we are designing solutions." -- Dr. Norbert Forster, Deputy Permanent Secretary, Ministry of Health of Namibia

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Southern Africa

Supporting Community-focused Philanthropy

Synergos serves as facilitator and convenor of the Southern African Community Grantmakers Leadership Cooperative, a vibrant partnership that harnesses the collective capacity of 28 independent development trusts and community grantmakers from Mozambique, Namibia, South Africa, and Zimbabwe. The underlying premise of our work with the Cooperative is that social justice grantmaking can be a powerful vehicle for change. Through workshops and other learning events, the Cooperative provides opportunities for peer learning and planning for joint action by grantmakers in the region.

"[We benefit from the] high quality of dialogue members engage in, the ease with which we exchange ideas, and the diverse experiences I am exposed to and can tap into, both within the Cooperative and The Synergos Institute." -- Chris Mkhize, Chief Executive Officer, uThungulu Community Foundation, South Africa

Top: Children in South Africa participate in education programs supported by the Community Development Foundation Western Cape, a member of the Cooperative. Above: Cooperative learning event.

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Meeting the Needs of Vulnerable Children

Formed in 2008, the Imbeleko Partnership is a crossborder effort to strengthen the ways communities in Mozambique and South Africa address the needs of orphans and vulnerable children ­ especially in ways that reduce the isolation of children in distress, reduce their vulnerability, and maximize the social inclusion of children and caregivers. Synergos works on this partnership on behalf of Synergos Canada. By supporting on-the-ground community-based services in rural communities, cross-border learning exchanges, applied research, and documentation, the partnership ­ which includes the Nelson Mandela Children's Foundation (NMCF) of South Africa, the Foundation for Community Development (FDC) in Mozambique, and Kim Samuel Johnson, a member of the Board of Synergos Canada ­ is creating a sustainable, Afro-centric model of care that builds on community assets, traditions, and patterns of mutual help to reduce the isolation and vulnerability of children in distress, and to maximize the social inclusion of children and caregivers. By late 2009, the FDC and NMCF had provided holistic community-based services to almost 9,000 orphans and vulnerable children. The initiative is in its second phase, one focus of which is testing integrated approaches in four to six locations in Mozambique and South Africa that build upon local traditions. The second focus is engaging policymakers, government agencies, donors, and other

development practitioners in order to influence the adoption of more effective strategies.

Southern Africa

"In my experience, the projects with the greatest impact and sustainability have as participants all the possible constituents, in terms of the make-up of its governance and operational processes, to ensure that all voices are represented and being heard." -- Kim Samuel Johnson, Director, Samuel Family Foundation, Canada

A related effort in South Africa is the Leadership and Innovation Network for Collaboration in the Children's Sector (LINC) partnership, launched in 2006 to transform care for millions of South African children living in distress due to the multiple crises of HIV/ AIDS, poverty, and social exclusion. LINC has created a Fellowship which currently consists of 75 strategic leaders in the children's sector ­ from government, business, civil society and donor agencies. LINC Fellows receive leadership development training, benefit from peer learning, and collaborate on innovation in areas including building community capacity, coordination of service delivery, and developing reliable and accessible information systems.

Above: Children in Mozambique.

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Canada

Strengthening Aboriginal Leadership

The Aboriginal Leadership Initiative is modeling new ways Canadian First Nations, government agencies, businesses, and nonprofit organizations can work together. The effort is being piloted first with three First Nations on the West Coast of British Columbia. Known locally as Ahp-Cii-Uk, meaning "going the right way" in the Nuu chah nulth language, the initiative advances practical economic and social development priorities of participating communities while simultaneously building relationships of trust and understanding between First Nations and others. One example of Ahp-Cii-Uk is efforts to build ecotourism in the Ahousaht First Nation. With support of new partners from BC Parks, the BC Transmission Corporation, Terasen Gas, and others, the Ahousaht First Nation was able to re-establish a path ­ called the Walk the Wildside Heritage Trail ­ through parts of its territory with cultural and historical significance.

"The Ahp-cii-uk effort is not only bearing fruit in British Columbia, it is also modeling ways in which the Government of Canada and First Nations people can work together more effectively on poverty and social exclusion. The program brings about tangible change in communities and is also building hope and trusting relationships between First Nations and others. Our vision in the coming years is to work with First Nations, government, business and nonprofit partners to expand this approach across Canada." -- John Heller, Senior Director, Partnerships, Synergos

Partners helped bring the community's vision to life with financial support and know-how on marketing and tourism development. The Ahousahts commissioned a master carver to create a welcome figure, signifying the community's openness to receiving visitors. The welcome figure, supported financially by the Donner Canadian Foundation and others, enabled young Ahousahts to apprentice with elders and artisans in the process, helping youth to reconnect with their traditional culture.

Left: Craftsman at a newly established artists' market.

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Latin America

Promoting Philanthropy and Inclusion

In 2009, Synergos continued to strengthen social justice philanthropy and provide capacity-building services to the NGO sector in Latin America. We also strove to promote greater community participation in development programs, particularly in cooperation with our Senior Fellows and members of the Global Philanthropists Circle. One example of this was our supporting efforts of the AlvarAlice Foundation, the foundation of a Global Philanthropists Circle member family in Colombia, to support restorative justice efforts in that country through microfinance and other approaches. In 2008, Synergos helped AlvarAlice obtain strong international participation in a key symposium on this topic. In 2009 we assisted the foundation in follow-up to that event, which engaged participants from the highest levels of society, including the then-President of Colombia Alvaro Uribe. Another example was in Brazil, where Synergos completed research for The Rockefeller Foundation around the theme "New Partnerships for Inclusive Cities." The project examined approaches to cross-sectoral partnerships and leadership development to improve slum upgrading and urban renewal efforts. The research focused on opportunities to work on inclusive processes for urban renewal in Brazil's favelas (slums). In Mexico, in cooperation with our Senior Fellows, members of the Global Philanthropists Circle, and local partners, we conducted a series of events aimed at promoting collaboration and strengthening the role of philanthropy in a time of social and economic challenges. They included a Philanthropy Summit organized in cooperation with the Americas Business Council, and a workshop on corporate philanthropy at ITAM, a private research university.

"Joining Synergos was one of the most strategic things my family did. We are helping to bring peace and stability to Colombia, to create a more peaceful and equitable society. . . . The synergies and connections are so powerful, that anything you put your mind to you can do [but] we would never have been able to do this without this supportive group. It's opened doors for us. It's something that's so valuable, that it's hard to put a price on." -- María Eugenia Garcés, Chair, AlvarAlice Foundation, Colombia

Far left: Kids who benefit from the programs of Instituto Desiderata in Rio de Janeiro, Brazil, an organization led by Beatriz Azeredo, a Synergos Senior Fellow. Left: In Colombia, Global Philanthropists Circle member María Eugenia Garcés led an effort to explore the use of microcredit as a means of sustaining peace, helping bring together then-President of Colombia Alvaro Uribe with Alicia Meneses, a microentrepreneur who sells empanadas on the street, in a televised conversation.

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Global Networks

Senior Fellows Network

Synergos Senior Fellows are civil society leaders committed to using collaborative approaches to address poverty and inequity in their own countries, regions and globally. Through the Synergos Fellows program, these leaders are linked to a worldwide learning, support and action network, thus creating a laboratory for proven innovators to expand their work through cooperation with other sectors of society and in tandem with the communities they serve. Senior Fellows provide strategic and technical advice to one another and, on occasion, to third party civil society organizations through peer consulting sessions, exchanges, and field assignments in their area of expertise. These exchanges and assignments not only grow the capacity of others, but also expand the Fellow's own networks and skills. Fellows also take advantage of a variety of learning events. In 2009, Synergos selected twelve new Fellows to begin their three-year fellowships in 2010, followed by a permanent network membership. Among them are Ayla Göksel, who leads

Top: Photo taken as part of study of gender roles in economic development in the Philippines that was supported by Senior Fellow Felicitas Rixhon. Above: Maryam Bibi, a Senior Fellow from Pakistan, works on development of women, children, and strong families in the remote areas in her country's northwest.

efforts in Turkey on education, women's empowerment, and rural development, and Wangsheng Li, who makes strategic philanthropic investments in public health in China. Other examples of the Fellows' work includes Celso Grecco of Brazil launching a Social Stock Exchange within Euronext Lisbon (a major stock exchange in Portugal) and Pushpa Aman Singh and Hui-Jung Chi (Fellows from India and Taiwan, respectively) bringing information on best practices in nonprofit organization accountability from India to Taiwan. In 2009, Fellows gathered in New York City in September for their Annual Global Meeting to explore Leadership for Creating Equitable Societies. In August, the second All-Africa Senior Fellows Meeting held in Johannesburg explored the same theme from an African perspective. Fellows also shared ideas and perspectives for cooperation through the social networking site.

"Now I more strongly believe that the issues of poverty and social injustice cannot be eliminated only by implementing projects without simultaneously giving equal attention at all levels, including international policy framework. This cannot be achieved without building bridges and partnerships at all levels." -- Maryam Bibi, Chief Executive, Khwendo Kor, Pakistan

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Global Networks Global Philanthropists Circle

The Global Philanthropists Circle is a network of leading philanthropic families from across the world committed to using their time, influence and resources to fight global poverty and social injustice. Founded in 2001 by Peggy Dulany, Synergos' Chair, and her father, David Rockefeller, the GPC increases the impact of members' philanthropy and allows them to become more effective social investors by offering opportunities for learning and collaboration. In 2009, Synergos organized a journey in Kenya and Tanzania for members to learn about innovative work on issues including microfinance, education, water, and the environment. We also conducted workshops and other events in South Africa, the United Kingdom and the United States on philanthropy, and philanthropists' role in addressing critical issues such as poverty and climate change. The lynchpin event for the network was its Annual Meeting in September which brought together members from around the world with other experts and speakers to explore topics such as investing in social entrepreneurship and how philanthropists can promote collaboration for social change. A highlight was a session featuring personal reflections among three generations of the Rockefeller Family on philanthropy. In addition, Synergos worked directly with individual members and families in places from Colombia (described on page 12) to Indonesia to South Africa.

"Synergos opened a whole new world for us ... it made us think globally. We're still working locally in Mexico but we're global in our vision." -- José Ignacio Avalos, President, Un Kilo de Ayuda, Mexico

Top right: Agricultural project visited during the learning journey to Kenya and Tanzania. Above right: David Rockefeller talks about philanthropy at the GPC 2009 Annual Meeting. Left: Participants at a Global Philanthropists Circle workshop on strategic philanthropy to address climate change.

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Synergos Services

Synergos launched an initiative earlier this year formalizing our work serving as a strategic advisor to global corporations seeking creative and sustainable ways to invest and operate in the emerging markets of Africa, Asia, Latin America, and the Middle East. As more companies aim to realize both financial and societal return on investment, many are turning to us for guidance. Synergos Services provides business leaders deep insight into developing country contexts, our extraordinary network of contacts, and our ability to conceive and help implement creative solutions that advance corporate goals in ways that also achieve meaningful social impact. Service offerings include stakeholder mapping and situation research, corporate team field learning visits, strategy development for social engagement, partnership design and management, and program implementation. As part of this, in 2009 we organized two field learning visits to Africa (to Malawi and Nigeria) for corporate executives from a Fortune Global 500 company seeking to address under-nutrition globally. Synergos helped the company assess the potential for partnership with government as well as relevant nonprofit organizations to develop and distribute low-cost nutritionally beneficial processed foods. Senior executives were also "immersed" in the market ­ meeting with producers, retailers as well as consumers ­ to gain better insight and knowledge into the local context for the company's products.

"Synergos was able to get honest perspectives from stakeholders we could not have reached ourselves. We listened to that direct feedback, and shifted to a better course as a result." -- Mallika Janakiraman, Vice President, Health and Wellness, PepsiCo

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Special Events

"[W]e must also remember, when we talk of leaders, that leadership doesn't mean one must always be right, and one must always win, and one must always be in the lead. We should remember that a good leader is also a good follower." -- KofiAnnan,seventhSecretary-General, United Nations

Synergos held a number of special events through the course of the year to build upon our extensive global networks and provide opportunities for sharing ideas and approaches to address poverty and other critical global issues. One example was a roundtable discussion we organized between U.S. Global AIDS Coordinator Eric Goosby and business, nonprofit and academic leaders in New York. Our largest special event ­ University for a Night ­ is held annually and combines these networking goals with fundraising for our programs as well as recognition of achievement in bridging leadership. University for a Night 2009 took place in September in New York, and featured a conversation between Kofi Annan, the seventh Secretary-General of the United Nations, Sheela Patel, Chair of Shack/Slum Dwellers International, Guilherme Leal, Co-Chair of Brazil's Natura Cosméticos, and Synergos Chair Peggy Dulany. Mr. Annan and Ms. Patel were honored with the David Rockefeller Bridging Leadership Award, presented by Mr. Rockefeller and Ms. Dulany. In accepting his award, Mr. Annan described the importance of multi-sector partnerships and leadership in tackling the challenges of the world. Ms. Patel talked about the importance of community voice in setting development priorities in cities. Synergos also held its first University for a Night in Africa, which featured a plenary discussion with Graça Machel and Synergos Senior Fellows, Bisi AdeleyeFayemi and Achmat Dangor. Like the global event in New York, the evening concluded with discussions over dinner led by "Distinguished Faculty" ­ innovative leaders sharing their insight and expertise.

Right: Kofi Annan speaks at University for a Night as Synergos' Peggy Dulany looks on. Far right: Sheela Patel (right) of Shack/Slum Dwellers International and Guilherme Leal of Natura Cosméticos at University for a Night.

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Year at a Glance

Area Southern Africa Overview Synergos is helping improve health services in Namibia, strengthening local capacity to help orphans and other vulnerable children in Mozambique and South Africa, and strengthening community philanthropy across Southern Africa. Progress in 2009 · The African Public Health Leadership and Systems Innovation Initiative in Namibia focused on improving maternal health as a high-leverage strategy. Prototype projects have reduced response times for ambulances in Windhoek and wait times for ante-natal visits by expecting mothers. Six clinics, including one completely new facility, are bringing ante-natal services to women in previously underserved outlying areas of Windhoek. · In South Africa and Mozambique, we are helping to provide sustainable care for orphans and vulnerable children affected by the HIV/AIDS crisis. In partnership with the Nelson Mandela Children's Fund in South Africa, the Foundation for Community Development in Mozambique, and Synergos Canada board member Kim Samuel-Johnson, this effort combines traditional and Western practices to enable communities to reduce the isolation and vulnerability of children in distress, and maximize the social inclusion of children and caregivers. · The Leadership and Innovation Network for Collaboration in the Children's Sector (LINC), with key support from Capricorn Investments, is developing leadership capacity to improve services for orphans and vulnerable children in South Africa. Seventy-five Fellows, from government and private sector agencies engaged in work on children, have formed thematic teams to design and pilot initiatives. · The Southern African Community Grantmakers Leadership Cooperative, which consists of twenty-eight community grantmakers and grantmaking trusts, has emerged as a significant network in advancing strategic philanthropy in the region. · Inaugural class of 22 Social Innovators was inducted at the regional convening in Amman, Jordan. · Innovators received technical assistance on strategic planning and organizational design from the Social Entrepreneurship Assistance Program (SEAP ­ affiliated with consulting firm Booz Allen Hamilton), as well as grant support to scale-up their programs to serve more constituents. Their programs are expanding at a much faster rate when equipped with these services and seed funds. · Social Innovators participated in international and regional events ­ including the Skoll World Forum, the World Economic Forum in the Middle East, and briefings Synergos organized with USAID, the US State Department, universities, and foundations ­ generating interest and support for innovators and the growing field of social entrepreneurship in the Arab region. · Documentation underway of Innovators' programs delivering services to thousands of women, youth, and people with special needs.

Middle East & North Africa

Our Arab World Social Innovators program supports talented women and men from Egypt, Jordan, Lebanon, Morocco, and Palestine who are leading social ventures. With the support of the US Agency for International Development (USAID) and other donors, Synergos helps innovators increase the capacity and impact of their organizations to serve more people in their communities and beyond. At the same time, we are connecting our networks of Innovators, philanthropists, and Senior Fellows in the region to create new collaborations. Synergos is helping the Bhavishya Alliance, a groundbreaking multi-sectoral partnership we established in cooperation with Hindustan Lever, various Indian governmental agencies and non-governmental organizations, and UNICEF to create sustainable, systemic solutions to child undernutrition.

India

· A Food Diversification Project on supplementary feeding programs at daycare centers created in partnership with the Taj Group of Hotels. · The Girls Gaining Ground initiative, with support from the Nike Foundation, has trained twenty-four new facilitators for its second phase; it is empowering 10,000 girls to serve as change agents in nine villages. · Mothers of infants are being taught improved breast-feeding behaviors and complementary feeding practices with materials developed by Project Yashoda, led by Hindustan Lever. · Over 1,000 women in thirty villages received literacy training, health education, and nutrition awareness. · Bhavishya Alliance gets Indian government to provide day care facilities at construction sites in Mumbai for migrant workers.

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Area Latin America

Overview Synergos strengthens social justice philanthropy and provides capacity-building services to the NGO sector in Latin America. We also seek to promote greater community participation in development programs, particularly in cooperation with our Senior Fellows and members of the Global Philanthropists Circle.

Progress in 2009 · In Mexico, Synergos worked with several members of the Global Philanthropists Circle, as well as groups such as the Americas Business Council and Poder magazine, on a series of events aimed at strengthening the role of philanthropy in a time of social and economic challenges. · In Colombia, we helped Global Philanthropists Circle member María Eugenia Garcés and her family's AlvarAlice Foundation increase international participation in a groundbreaking symposium on microfinance and peace. The event resulted in widespread attention among the Colombian public and government on the potential of microfinance to help ensure stability in that country. · In Brazil, we worked with a partnership of nonprofit groups in Rio de Janeiro to increase community participation in public policy.

Canada

Synergos is working through the Aboriginal · Local projects are moving ahead with three Nuu-Chah-Nulth communities on Vancouver Island: the Ahousaht Leadership Initiative to improve the ability community is developing an ecotourism project around their Walk the Wild Side Heritage Trail; the Tseshaht of Aboriginal communities, government community has established an artists' market; and the Ehattesaht community is developing pre-employment agencies, businesses, and nonprofit orgatraining for youth. nizations to collaborate on projects that · The Initiative has built self-esteem, respectful and equitable partnerships, and respect for culture and traditions among the improve the quality of life for indigenous members and partners of the First Nation communities, according to an evaluation conducted in early 2009. peoples. In 2009, Synergos launched an advisory service for global corporations seeking creative and sustainable ways to invest and operate in the emerging markets of Africa, Asia, Latin America, and the Middle East. The aim is to better enable companies to realize both financial and societal return on investment. Synergos' service offerings include stakeholder-mapping and situation research, corporate team field learning visits, strategy development for social engagement, partnership design and management, and program implementation. Synergos' networks allow members to learn from each other, make new connections, develop their skills, and take their work to new levels. We support two global networks: the Senior Fellows network of more than 100 civil society leaders from more than 30 countries, and the Global Philanthropists Circle, with a membership of more than 75 families (including approximately 250 individual philanthropists), from more than 25 countries. · We organized two field learning visits in sub-Saharan Africa during which corporate executives interacted with consumers and other stakeholders to deepen their local knowledge. · Synergos provided ongoing consultation to business leaders on innovative ways to work with government, civic groups and other stakeholders related to malnutrition in the developing world. · Discussions underway with more than 20 prospective clients.

Synergos Services

Global Networks & Events

· The Senior Fellows welcomed seven new Fellows into the class of 2009 and recruited 12 Fellows for the class of 2010. Synergos runs the Senior Fellows program in part on behalf of Synergos Canada, with major support from Synergos Canada Board member Kim Samuel Johnson, Heidi Honchariw, the Charles Stewart Mott Foundation, and the W.K. Kellogg Foundation. · Global Philanthropists Circle members went on a learning journey to Kenya and Tanzania to visit initiatives in health, water, education, environment, and microenterprise. · The Global Philanthropists Circle Annual Meeting was held with the overall theme of leading collaboration for social change. Circle workshops and events were held on topics including addressing climate change and developing bridging leadership. · An online social networking and knowledge management website launched for the Circle, Senior Fellows, and Synergos staff with support from the Shelley & Donald Rubin Foundation. · The Senior Fellows gathered in New York City in September for their Annual Global Meeting to explore "Leadership for Creating Equitable Societies." In August, the second All-Africa Senior Fellows in Johannesburg explored the same theme from an African perspective. The African Fellows meeting was preceded by the first University for a Night in Africa.

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Financial Report Summary

Consolidated Statements of Financial Position

December 31, ASSETS Cash Short-Term Investments, at fair value Pledges and Other Receivables, net Investments, at fair value Prepaid Expenses and Other Assets Property and Equipment, net Total assets LIABILITIES AND NET ASSETS Liabilities: Accounts payable and accrued expenses Capital lease obligation Deferred rent and lease incentive Total liabilities Commitments and Contingency Net Assets: Unrestricted: Invested in property and equipment Designated for long-term investment Undesignated Total unrestricted net assets Temporarily restricted net assets Total net assets Total liabilities and net assets 1,578,125 9,825,792 1,625,820 13,029,737 3,829,103 16,858,840 $18,742,898 1,885,474 8,348,844 1,894,376 12,128,694 8,041,986 20,170,680 $22,318,861 $494,372 50,282 1,339,404 1,884,058 $723,526 41,680 1,382,975 2,148,181 $189,559 2,395,225 2,610,618 11,819,079 100,010 1,628,407 $18,742,898 $3,902,001 1,737,094 6,279,714 8,366,211 106,687 1,927,154 $22,318,861 2009 2008

A complete set of audited financial statements is available online at www.synergos.org/ publications and upon request.

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Consolidated Statements of Activities

Unrestricted SUPPORT AND REVENUE Contributions: Foundations Individuals Contributed services GPC membership dues Gates Foundation grant Government grant Special event, net Return on investments available for operating activities Other income Net assets released from restrictions - satisfaction of program and time restrictions Total support and revenue ExPENSES Program services: Networks Partnerships Gates-Namibia Southern Africa Communications and Outreach Total program services Supporting services: Management and general Fund-raising Total supporting services Total expenses Results of operations Return on Investments on Board-Designated Funds for Long-Term Investments Foreign Currency Transactions Gain (Loss) Change in net assets NET ASSETS Beginning Ending 12,128,694 $13,029,737 1,380,639 873,785 2,254,424 9,199,794 (517,674) 1,369,324 49,393 901,043 3,076,227 809,081 2,033,991 780,711 245,360 6,945,370 $286,476 661,274 59,225 1,540,019 458,233 634,707 17,125 678,090 4,346,971 8,682,120

2009 Temporarily Restricted Total

2008 Summarized Information Total

$49,392 42,631 28,824 13,241 (4,346,971) (4,212,883)

$335,868 703,905 59,225 1,540,019 28,824 458,233 634,707 30,366 678,090 4,469,237

$1,442,514 798,979 1,602,273 110,572 163,320 666,122 159,469 556,341 5,499,590

(4,212,883) (4,212,883)

3,076,227 809,081 2,033,991 780,711 245,360 6,945,370 1,380,639 873,785 2,254,424 9,199,794 (4,730,557) 1,369,324 49,393 (3,311,840)

3,339,095 732,757 1,994,329 982,153 405,422 7,453,756 1,787,108 905,040 2,692,148 10,145,904 (4,646,314) (2,310,603) (118,352) (7,075,269)

8,041,986 $3,829,103

20,170,680 $16,858,840

27,245,949 $20,170,680

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In the interest of being a transparent and ethically driven organization, Synergos works to ensure a sustainable organization. This report summarizes our efforts toward this goal in 2009. Overview Synergos focuses on supporting and connecting networks of leaders so they can work together in partnership with others to change the systems that keep people in poverty. At the beginning of 2009, we launched Synergos' first online social networking site (available at network.synergos. org), which will enable members of our networks to share ideas and work together via the Internet. Synergos offers workshops, trainings, convenings, peer learning opportunities and free downloadable resources on our website. Governance In 2009, Synergos had a 24-member Board of Directors with five standing committees: finance (with investment and audit subcommittees), nominating and governance, development, program and planning, and executive. At the end of 2009, there were nine female board members, twelve directors were from countries outside the United States, and nine were from countries where Synergos works. None of the Board members are compensated for their service.

Sustainability Report

and a desire for continued schooling, had taken steps to improve their own nutrition, and shared what they had learned with their families and communities. A full evaluation of the project will be available in 2010. The Arab World Social Innovators Program has built evaluation into its training and convenings in addition to tracking the Innovators' individual and organizational progress. A full evaluation of the program will be completed in 2010. In 2010, initial results of the comprehensive intake and monitoring system developed in 2009 for the Global Philanthropists Circle will also be available. Environmental Impacts Synergos is dedicated to reducing our impact on the environment. We purchase carbon credits to offset the footprint of our international travel and other activities. In 2009 we purchased carbon credits to offset one million miles of travel, equivalent to 586 tons of carbon, for $10,000. About 85% of the paper we use is recycled or sustainably produced. Workplace Policies and Practices At the end of 2009, Synergos had 34 full-time and three part-time staff, reflecting staff reductions at headquarters and in Brazil, as well as turnover during the year. The staff gender ratio was 66% female to 34% male. In December 2009, 28% of the staff was based in the field, compared to 30% in December 2008. Since then, staffing patterns show a trend towards a higher percentage of field-based staff in response to program needs. Synergos aims to strengthen staff competencies through targeted training, exposure to network events, and a performance management system that involves staff in goal setting and performance evaluation. Diversity continues to be a hallmark of the Synergos staff, who come from more than a dozen countries and are fluent in more than a dozen languages. As a global organization, Synergos uses computer technology to be globally connected to all our offices. We also continue exploring technologies to support online collaboration among our Senior Fellows and other networks. Our Values Synergos seeks to model our core values of social justice, collaboration, innovation, integrity and compassion in our relationships with all of our stakeholders and in all our programs and activities. Our staff and Board are governed by a conflict of interest policy, and we compensate staff on a merit-based system. Feedback Synergos welcomes your comments and suggestions about this report and ways it could be improved in future years. Please write to [email protected]

The Synergos Community The nature of Synergos' work requires the engagement of a diverse set of stakeholders, including civil society organizations, philanthropists, business and government, as well as representatives of poor and marginalized communities. We work to identify and engage all stakeholders in changing the systems that maintain poverty. Synergos also works to strengthen local capacity to create social change. Fiscal Responsibility Synergos is committed to being a fiscally responsible and transparent organization. Every year Synergos hires an independent firm to conduct a financial audit. We are also accountable to our donors, submitting regular reports and sometimes providing more formal evaluations. Our systems are designed to track organizational expenses and staff time so we can accurately report to donors on the use of their funds. Synergos' investment policy places roughly 25% of our board-restricted fund in mission-driven investments. Program Impacts Our programs have in place evaluation tools or frameworks that will help us better document their impact. In Namibia, the African Public Health Leadership and Systems Innovation Initiative, as indicated earlier in this report, has already improved maternal health services by reducing processing and wait times for expecting mothers, made services more accessible through more efficient transport, and increased provision for ante-natal care in under-served communities. In 2009, the Girls Gaining Ground project in India trained about 10,000 girls in life skills. Positive impacts were already demonstrated in 2009 among girls interviewed by graduate students from New York University. The girls showed greater awareness of available government services

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Donors

Synergos' 2009 programs and operations were supported by the following group of foundations, corporations, governments and international agencies, and individuals. You can join them in supporting our work by visiting www.synergos.org/donate.

Donors Providing $50,000 to $99,999

Ford Foundation JPMorgan Chase Vincent and Anne Mai Shell International Ltd. Michael Sonnenfeldt and Katja Goldman

Donors Providing $100,000 or More

The Atlantic Philanthropies Alberto and Tere Baillères and Family Carlos Bulgheroni Peggy Dulany Philipp Engelhorn The Bill & Melinda Gates Foundation Dorian Goldman and Marvin Israelow The William and Flora Hewlett Foundation Marcos de Moraes Lúcia R. Moreira Salles The Charles Stewart Mott Foundation Nike Foundation David Rockefeller, Sr. The Rockefeller Foundation Instituto Rukha Kim Samuel Johnson US Agency for International Development

Additional Donors

Ackerman Family American Express Anonymous Muna Abusalayman Miriam Adams Wanda Engel Aduan Cities Alliance Hylton and Wendy Appelbaum Loreen Arbus Valentin von Arnim David and Dorothy Arnold José Ignacio and Verónica Avalos and Family Janet Averill Ronda and Mark Axelowitz Emilio Azcárraga Jean and Family Richard Bayles Ian Benjamin Othman and Leila Benjelloun Edward Bergman

Stanley and Marion Bergman Richard A. Berman Angelica Berrie The David Bohnett Foundation William Bohnett Amy Brakeman James M. Brasher III Ron Bruder Magalen O. Bryant Bsaibes Family H.E. Butt Greg Carr The MCJ Amelior Foundation and Ray Chambers Laura Chasin Dhanin and Tawee Chearavanont and Family Mark Chen Petr Chitipakhovyan and Family Aimée Christensen Christie's Frederic Corneel Alejandra Cortés De Milmo Joy Craft Elizabeth Strong de Cuevas Richard Debs Alan Detheridge Youssef Dib Judy Dimon Donner Canadian Foundation William H. Draper Sam Dryden and Sandy McLeod Robert H. Dunn Dynamica Emirates Investment Group

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Above: Olive Luena (center), a Synergos Senior Fellow from Tanzania, works to support people in the informal economy by providing credit, training, marketing, technology, and low-cost housing.

Emirates Sunland Group Kurt A. Engelhorn and Family Enshaa PSC Corinne Evens Anthony Evnin Daniel Feffer and David Feffer Feirstein Capital Management James Ferrari The Flora Family Foundation Mimi Frankel GAIN - Global Alliance for Improved Nutrition Nili Gilbert Eleanor Gimon Give to Colombia The Goldman Sachs Group, Inc. Horace W. Goldsmith Foundation Donald Gordon Foundation Grassroots Business Fund Eileen and Paul Growald Mimi and Peter Haas Fund Nadine Hack Roland Harris

Sarah Hashwani Pamela Hawley Margaret Heller Marlene Hess and James Zirin Linda Hill Conrad N. Hilton Foundation Jerry Hirsch Frank and Sorcha Holmes Heidi Honchariw Jeffrey Horowitz & Family Barbara L. Hunt Helen Hunt Family Patricia S. Huntington Institute of International Education International Development Research Centre Itaú Unibanco Banco Multiplo S.A Raza and Neena Jafar Dale E. Jenkins Franklin and Catherine Johnson Cynthia Jones Patricia Kahane Dr. Natalia Kanem H. Peter Karoff Kele Contracting Peter Kellner Shiv Khemka and Uday Khemka Stephen Killelea John and Pat Klingenstein Daniel Kropf Frieder Krups Muslim Lakhani Family Deborah and Rocco Landesman John P. Lennon Bobye List Laura Lopez

Oscar Lopez John D. and Catherine T. MacArthur Foundation Joshua Mailman Darren Manelski Mannheim LLC Cornelio Marchán Strive Taputair Masiyiwa Chris Mathias Maria Matilde Bonetti Sally McDaniel Felipe Medina Ferne Mele

Above: Welcome figures in a community that participates in the Aboriginal Leadership Initiative in Canada.

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Mérieux Family Peter Miscovich Cynthia and George Mitchell Family Deborah A. Moore Mario Morino Patrice and Precious Motsepe Kenneth F. Mountcastle Enrique Muñoz Elizabeth Munson Mvelaphanda Holdings George and Abby O'Neill Open Society Foundation for South Africa Open Society Institute Ayen and Hüsnü Özyein Sergio Palleroni Ann Partlow PepsiCo Peter G. Peterson and Joan Ganz Cooney Martin Ping Fern Portnoy Alejandro Ramírez Magaña Marie Rautenberg Michael Rennie Rockefeller Brothers Fund, Inc. David Rockefeller, Jr. Carlos Rodríguez-Pastor Persivale Shelley and Donald Rubin The Shelley and Donald Rubin Foundation Instituto Rukha Cynthia Ryan Michael Sacks Scandia Foundation S. Bruce Schearer Linda Schejola and Family

Daniel Schwartz Tsugiko and William Scullion Maria Alice Setubal Adele Simmons Pedro Sirotsky Alan B. Slifka Foundation James Sligar Gordon V. Smith John Spencer Theodore and Vada Stanley and Family David Stewart Christopher Stone Jon Stryker Michael von Stumm Washington Sycip Lynn Thoman Laura Thorn Robert C. Timpson and and Peregrine Whittlesey

Sarah Timpson Theo Tobé Turney Tse UN Secretary-General´s Special Envoy for Malaria Stephen M. Unfried United Nations Foundation Diderico van Eyl Richard A. Voell Miriam and Ira D. Wallach Foundation Hermine Warren Curtis M. Webster Western Union The Whitehead Foundation Malcolm Hewitt Wiener Foundation Winsor Family Wolfensohn Family Foundation Richard Woo

Right: An early outcome of our African Public Health Leadership initiative in Namibia is reduction of ambulance response times in Windhoek by about 75%. Photos in this report are thanks to Christine A. Butler, Dominic Chavez, Fanie Jason, William Vázquez, and Synergos partners, interns and staff.

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Board of Directors

January 1, 2009-December 31, 2009 Wanda Engel Aduan Executive Superintendent, Instituto Unibanco (to 5/2010) Sabina Alkire Executive Director, Oxford Poverty & Human Development Initiative (to 5/2010) Hylton Appelbaum President, Liberty Life Foundation Edward Bergman Co-Founder and Executive Director, Miracle Corners of the World William Bohnett Partner, Fulbright & Jaworski LLP Alan Detheridge Associate Director, The Partnering Initiative Youssef Dib CEO, Private Banking, Crédit Agricole Peggy Dulany Founder and Chair, The Synergos Institute Robert H. Dunn President and CEO, The Synergos Institute Philipp Engelhorn Founder and Director, Cinereach (from 6/2009) Nili Gilbert Invesco Dorian S. Goldman President and Trustee, Joyce and Irving Goldman Foundation Roland S. Harris III Vice President, GBS Americas Region, Strategy and Market Development, IBM (to 5/2010) Raza Jafar Emirates Investment Group (from 1/2010) Uday Khemka Vice Chairman, SUN Group of Companies Marcos de Moraes Chairman, Sagatiba S/A Kim Samuel Johnson Director, The Samuel Group of Companies (to 5/2010) Tokyo Sexwale Executive Chairman, Mvelaphanda Holdings

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Adele S. Simmons President, Global Philanthropy Partnership (to 5/2010) James Sligar Partner, Milbank, Tweed, Hadley & McCloy (to 5/2010) Corazon Juliano-Soliman Founding Trustee, INCITEGov, (from 6/2009) Michael W. Sonnenfeldt Managing Member, MUUS & Company, LLC (to 5/2010) Rajesh Tandon Chief Executive, Society for Participatory Research in Asia Monica Winsor Founding Partner, Inspired Philanthropy Group

Staff & Offices

Staff as of June 1, 2010 Karin Sonja Batista Sarina Beges Virginia Briones Yvonette Broomes Beth H. Cohen Justin Dake Jessica Dolan Daniel Domagala Robert H. Dunn Steve Ferrier Hilda Gertze Anna M. Ginn Lulekwa Gqiba John Heller Anna Jantjies Husam Jubran George Khalaf Nelago Kondombolo Len le Roux Chong-Lim Lee Laura Lopez Méan Mak Leslie Meek-Wohl Ferne Mele Kasee Mhoney Ken Nero Katherine Potaski Surita Sandosham Martha Shikwambi Marilyn Shivangulula Pratima Singh Dileepan Siva Abigail Smith Barry Smith Shannon St. John Ilona Szabó de Carvalho John Tomlinson Adéle Wildschut Désirée Younge Thanks also to former staff who served at Synergos in 2009: Daniel Becker Janet Becker Manisha Bhinge Alissa Desmarais Alex Dolan Kathleen Freis Joanna Hoffman Cristina Parnetti Imran Riffat Hisham El Rouby Humberto Saddler Azeen Salimi Rowena Sison Ruth Yaeger Global Headquarters Robert H. Dunn President and CEO 51 Madison Avenue, 21st Floor New York, NY 10010 USA Tel: +1 212-447-8111 Fax: +1 212-447-8119 [email protected] Middle East and North Africa George Khalaf Director, Middle East and North Africa Region 51 Madison Avenue, 21st Floor New York, NY 10010 USA Tel: +1 646-963-2151 Fax: +1 212-447-8119 [email protected] Southern Africa Barry Smith Regional Director, Southern Africa PO Box 8047 Roggebaai 8012 South Africa Tel: +27 (0)21 421-9788 Fax: +27 (0)21 425 0413 [email protected] Len le Roux Director, Partnerships, Southern Africa 152 Robert Mugabe Avenue Windhoek Namibia Tel: +264 61 386950 Fax: +264 61 221492 [email protected] Help Synergos fight poverty by giving online at www.synergos.org/donate.

Synergos

www.synergos.org

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Synergos 2009 Annual Report

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