2009 Annual Report. Table of Contents

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1 2009 Annual Report Table of Contents From the Executive Director...1 Program Highlights..2 Organizational Development.5 Financial Report...6 Contacts: Victor Menotti, Executive Director Yeshica Weerasekera, Deputy Director for Finance and Operations Jerry Mander, Co-founder, Distinguished Fellow 1009 General Kennedy Avenue #2 San Francisco, CA Tel.: Fax: web site:

2 BOARD OF DIRECTORS Maude Barlow Council of Canadians, Canada Walden Bello Focus on the Global South, Thailand & the Philippines John Cavanagh Institute for Policy Studies, U.S. Tony Clarke Polaris Institute, Canada Debbie Barker Center for Food Safety, U.S. Martin Khor South Centre, Malaysia Sara Larrain Chile Sustentable, Chile Annie Leonard Story of Stuff, U.S. Caroline Lucas Member, European Parliament, UK Jerry Mander International Forum on Globalization, U.S. Helena Norberg-Hodge International Society for Ecology & Culture, U.K. Meenakshi Raman Third World Network, Malaysia Jack Santa Barbara Sustainable Scale Project, NZ Vandana Shiva Research Foundation for Science, Technology and Ecology, India From the Executive Director: The past year will go down in history as a year of big transitions, both for the world and for IFG. In the global economy we watched a financial fiasco slowly unfold, raising more urgently than ever the issue of how to govern global capital. World trade all but halted its headlong rush to liberalize, and the WTO failed to keep countries from rolling back free trade rules. The year ended with a summit to set ecological limits on the global economy, but high hopes for Copenhagen turned into a stumbling start for countering climate change. We feel more ground was gained by advancing the new UN Declaration on the Rights of Indigenous Peoples, which embodies an important set of values to guide a global economic transition to sustainability. IFG was also in transition this year: after fifteen years of visionary leadership from founder Jerry Mander, we have been putting a new team in place to continue IFG s groundbreaking work to further a new global economic paradigm. Surveying our stakeholders showed that IFG s core competency, convening global civil society leaders and communicating their collective messages worldwide, is needed now more than ever. No other progressive organization has a wider conceptual reach or the ability to engage thought-leaders from as diverse constituencies in addressing globalization s most pressing challenges. Our external assessment also gave us some crucial guidelines for strengthening the organization and improving our effectiveness. IFG continues to see the need to confront a globalized system with a global analysis. The issues we tackle: world trade, global finance, resource constraints, and human rights, have interlocking consequences. Addressing them in a substantive way requires what IFG does best: engaging grassroots groups and policy specialists in cross-border, cross-sectoral strategy sessions that unify thinking and increase political clarity. In 2010 we will focus on significant opportunities for change in each issue area, with the imperatives of climate resilience and indigenous rights informing how we recast global economic governance. Victoria Tauli-Corpuz Tebtebba Foundation, Philippines EXECUTIVE DIRECTOR Victor Menotti International Forum on Globalization Annual Report

3 IFG Program Highlights IFG has developed flexible program areas that respond to issues our board and staff identify as key to building alternatives to corporate globalization. Our 2009 accomplishments in these issue areas are detailed below. Climate Change In April, IFG convened its second Washington, DC gathering of leading climate activists from global civil society s key networks, to try to develop a shared vision for the United Nations Framework Convention on Climate Change (UNFCCC) negotiations in Copenhagen in December. At IFG s first such convening in November 2008, we helped to forge a common non-governmental organization (NGO) position calling for a UN Global Climate Fund as an alternative to World Bank-based climate financing and helped unite NGOs around a progressive policy on technology transfer from North to South. This year s Shared Vision convening helped develop campaigners coordination in at least three areas: 1) clarifying key policy issues on the institutional home of any financial mechanism under the authority of the UNFCCC, and exploring potential revenue-raising mechanisms; 2) creating a narrative about why global climate justice is in the interest of the US and EU as well as the right thing to do; and 3) creating the constituencies for a grassroots mobilization to support an ambitious global climate deal. We also identified key pressure points in order to get a significant contribution to a climate technology package for the global South, with systemic technological assessment to shape this important debate. IFG also attended the Indigenous Peoples Global Summit on Climate Change in Anchorage, Alaska in April, bringing a delegation and convening meetings of non-indigenous NGOs in order to create a network of support for indigenous concerns and the implementation of the UN Declaration on the Rights of Indigenous Peoples (UNDRIP) in crucial climate change negotiations leading up to Copenhagen. As the following section indicates, IFG has come to see work for indigenous rights at the center of a positive agenda for addressing climate change and the global economic transition that is needed to combat it. In San Francisco in June, IFG convened a first meeting of California leaders in green technology to help define and deliver the US contribution to a climate technology cooperation deal for Copenhagen. Guided by our colleagues in developing countries, IFG continued to work to incorporate their concerns into US policy positions. Through th is convening, IFG also engaged some of America s most mindful entrepreneurs, innovators, engineers, and investors in a national mobilization to share appropriate skills, know-how, and resources with developing countries transitioning to climate resiliency. We then saw some ideas incorporated into initial US proposals for financing and technology in global climate deal. To continue intensifying these efforts, IFG hired a Climate Technology Project Coordinator, Alexis Halbert, who has experience both with renewable energy networks and organizing new constituencies on global issues. In October, IFG organized a strategy session in Washington, DC that successfully united international climate campaigners in support of the International Indigenous Caucus positions on Reducing Emissions from Deforestation and Degradation (REDD) for Copenhagen and to fight for the implementation of UNDRIP as part of the UN climate talks. In December, IFG brought two landmark new reports (Searching for a Miracle: Net Energy Limits and the Fate of Industrial Society from our False Solutions series, and Ensuring Indigenous Peoples and Forest-Dependent Communities Rights in REDD-Reducing Emissions from Deforestation and Degradation) to delegates and the press in Copenhagen while continuing the fight for a deeply ecological and highly equitable global climate deal, emphasizing indigenous peoples rights as well as a serious support package of financing and technology for developing countries. When it became clear that the process towards a binding agreement would have to continue post-copenhagen, we also worked with allied organizations to develop plans. We agreed to seek the inclusion of economic issues still not on the official agenda, such as governance for private energy investment, assessing technologies net energy impacts, and reconciling the relationship with today s world trade regime. Indigenous Rights In January, IFG launched a new report, Implementing the United Nations Declaration on the Rights of Indigenous Peoples (UNDRIP), with grassroots indigenous leaders from Asia, Africa, and the Americas at the 2009 World Social Forum in Brazil. We had previously rallied non-indigenous groups to help support the final push for approval of UNDRIP through the UN General Assembly in 2007, creating the world s newest human rights International Forum on Globalization Annual Report

4 instrument, and perhaps the UN s most revolutionary document ever. In May this report was presented at the UN Permanent Forum on Indigenous Issues (UNPFII) in New York City, to explain how non-indigenous organizations are working to advance implementation of indigenous rights at the World Bank, the World Trade Organization, UN climate talks, and other critical arenas. IFG Board Member Victoria Tauli-Corpuz was re-elected as UNPFII Chair at this meeting. In September, IFG collaborated with the International Funders of Indigenous Peoples, The Christensen Fund, and Tebtebba Indigenous Peoples' International Centre for Policy Research and Education, to make a presentation on the implementation of UNDRIP at the Environmental Grantmakers Association s annual retreat in Anchorage, Alaska. We focused on implementing UNDRIP in climate change negotiations and developing processes for including implementation of UNDRIP in the funding priorities of grantmakers and the organizational structures of grantmaking entities. IFG views UNDRIP as a powerful tool to project an important set of indigenous values the antithesis of today s failed industrial paradigm. It now guides our work for global economic transition and also provides an important touchstone for our work on climate change. We are continuing efforts to get the US government to recognize UNDRIP and urging other organizations to use it in a similar fashion, as a critical framework for the agenda they seek to advance. International Trade and Finance In February, IFG participated in a major convening of grassroots activists about converging global crises at a shadow summit on financial governance before a European Finance Ministers meeting in Prague, Czech Republic. Addressing the plenary, and drawing on its past experience, IFG outlined ways to impact the evolving debate on global financial reform in a campaign similar to the effort to our work in one of our past victories helping to stop the proposed Multilateral Agreement on Investment in We advocated for activists to link with groups worldwide to push for new rules governing global capital. In November, at an international meeting in London, UK, IFG explored the creation of a new network to address global finance. We also marked Ten Years: From Seattle to Copenhagen with a major public event in San Francisco that re-convened a dozen key activists who helped make history at the landmark Seattle World Trade Organization (WTO) meeting in November The event also looked at strategies for achieving a meaningful global climate deal. Finally, IFG helped fair trade campaigners to frame their fight (in advance of the November WTO meeting) by detailing how the spectacular failures to govern finance, food, and fuel are all a direct result of the corporate takeover of WTO rulemaking. IFG worked closely with the global network of trade campaigners, Our World is Not For Sale, to keep the WTO from expanding its agenda into energy and climate by stopping the entry of Energy Services in any conclusion in the Doha Round. We also helped members of the Funders Network on Trade and Globalization to map out the political actors influencing the globalization debate so as to optimize their philanthropic efforts. IFG continues its involvement in this area because as with global trade issues fifteen years ago activism on global finance is a key arena for achieving global economic transition. In IFG s analysis, such a transition is necessary for a sustainable human presence on earth. Population In April, IFG organized its second international invitational strategy meeting Does Population Matter? The primary purpose of the meeting was to bring a strong cross-sectora l international group environmentalists, antiglobalization leaders, women s rights groups, social activists and scholars from every continent to break a decades-old silence on discussion of population issues, and to try and seek a new consensus reflecting their common interest in recognizing that population overgrowth is a problem affecting them all. A particular focus was on the increasing relationship between population and climate issues, little discussed in international fora at this time. The meeting was attended by more than 45 key scholars and activists in Washington, DC. The group concurred that there are immediate changes that can and should take place, the first of which is a broad societal recognition that we are in both an ecological crisis and population crisis, and that they are connected. Participants also agreed that planetary carrying capacities set an absolute limit on development and growth, and on population expansion, that a global population of 8 billion was not sustainable; that women s International Forum on Globalization Annual Report

5 reproductive rights, education and economic opportunity are crucial elements for any mitigating strategy; that there are urgent connections between macro global development and trade policies and population and migration issues; that there are also important connections between the policies of international financial institutions and population growth; and that the relationship between population and climate change was one of the most important, though too-little noticed aspects that needed further amplification. The group agreed that a series of re-convenings in 2010 should take place, including a series of meetings on remaining points of contention, or sticky issues, as well as a large public teach-in on the relationship of climate and population. We are now in process of arranging to organize these events, fundraising for them, and preparing a report of the current status of our community on these matters. Post-Capitalism As the world financial crisis broke, IFG organized its first invitational seminar on the question, is capitalism soon over? The event brought together some 35 scholars, authors, and international economics activists, to discuss the question of whether capitalism is now past its prime. Raising such a question was itself a breakthrough, as consideration of this issue had been largely avoided up to this point. But there are many elements of the capitalist model, most importantly its commitment to unending growth, that make the system anomalous on a finite planet that is rapidly running out of natural resources. There was agreement that the current situation is non-sustainable; the question remained as to what effective and practical alternatives exist, and can be implemented in future. We have since been editing the proceedings to produce a set of conclusions for circulation. In 2010, Jerry Mander will spearhead IFG s work to take on the issues of developing post-capitalist economic strategies, with re-convenings, and publications that articulate the elements of an economy that can operate from an alternate set of visions and values, while remaining within the limits of the earth s carrying capacities, and lead more directly to sustainability, equity, economic sufficiency, and social justice. False Solutions Publications Series In October, IFG released a groundbreaking new report in this series, in collaboration with the Post-Carbon Institute: Searching for a Miracle: Net Energy Limits and the Fate of Industrial Society. Authored by Richard Heinberg, edited and with a foreword by Jerry Mander, the report presents compelling evidence that no mix of alternative energy sources can possibly sustain the scale of today s industrial system, and the only solution is an immediate and major program of conservation. IFG held a related press conference to urge that powering-down become central to the post-copenhagen agenda, especially in the global north. The False Solutions series, which previously analyzed the problems with biofuels development, will continue with a report on nuclear energy, originally planned for this year but now due out in International Forum on Globalization Annual Report

6 Organizational Development Leadership Transition In February, IFG s co-founder and co-director Jerry Mander stepped down after 15 years of leadership and service. The IFG Board named Victor Menotti, IFG s longtime program director as the organization s new Executive Director. Mander is now IFG s first Distinguished Fellow - focusing on advancing IFG s new work on Population and post-capitalism and continuing his editorial role in IFG s False Solutions publication series. Strategic Planning In July, consultant Andre Carothers began discussions with IFG s Executive Director Victor Menotti and two IFG board members regarding how best to launch a strategic planning process. In September, Board President John Cavanagh, board member Ann Leonard and director Victor Menotti agreed to a survey process consisting of online and in-person interviews with over 40 respondents, all of whom possessed a good working knowledge of IFG s activities and history. The survey was conducted the following month and subsequently written up (copies are available upon request). The conclusions, which strongly supported the ongoing need for IFG s work, have helped to guide the organization in discussions about its future mission, program priorities and the current political and social context in which IFG operates. Goals and objectives for the coming year and beyond will be determined by the planning process. Also in July, development consultant Christy Rodgers was hired to help the organization improve its systems for managing and tracking its fundraising activities, getting a complete funding history, increasing efforts to research and cultivate new funders, and clarifying staff roles and responsibilities for fundraising. Significant progress has been made toward these goals, and IFG will continue to implement these systems and strengthen its funding base in the coming year. We will be revisiting our budgeting process to ensure we can avoid future shortfalls and move towards creating an organizational reserve. Communications: New Media In 2009, we continued our efforts to expand IFG's reach into various new media by adding more frequent updates and downloads on our website, increasing communications with donors, associates, members and the media via regular blasts with articles, event notices and fundraising solicitations. We also established an IFG presence on Facebook and YouTube. With in Facebook, IFG established both members and fan pages. It is interesting to note that the fan page has been more successful at recruiting new participants (1,933 fans to date) and has served as an excellent launching point / communications vehicle for IFG updates, general information and public events, with many fans taking our posts viral by re-posting our information on their sites and forwarding our event notices to their friends, easily reaching thousands more people with IFG's message. Our website traffic continues to increase with electronic downloads of IFG's reports reaching, as in 2008, into the tens of thousands. IFG is now posting articles of interest on a weekly and often daily basis, with an emphasis on items written by our staff, board members and associates. IFG's new YouTube channel contains recent and archival videos (as we find them) - some of which we are posting, some of which are linked from other YouTube channels. We also worked with our administrative staff, our Information Technology consultant and a mediadesign intern from San Francisco State University to re-design the IFG website and link it to a new database system. Both of these improvements (database and website) are planned to go operational in 2010, creating a more sophisticated interface between the various modalities. International Forum on Globalization Annual Report

7 Financial Report INCOME 2009 Foundation Grants $620,698 Individual Donors $157,587 Misc. (events, publications, etc.) $ 14,055 Direct In-Kind Support $ 32,500 TOTAL INCOME $824,840 EXPENSES 2009 Program $620,273 Fundraising/Development $ 91,404 Admin/Overhead $126,706 TOTAL EXPENSES $838,383 Funding Partners IFG would like to thank the following funders for their generous support in the past year: The Arkay Foundation Peter and Mimi Buckley The Christensen Fund The Cloud Mountain Foundation The Compton Foundation The Foundation for Deep Ecology Friends of the Earth The Goldsmith Family/ JMG Foundation The Roy A. Hunt Foundation Institute for Policy Studies Marin Community Foundation/ Quincy Tompkins-Imhoff The Gordon and Betty Moore Foundation The Rockefeller Brothers Foundation San Francisco Foundation/ Nancy Schaub The Santa Barbara Family Foundation The Solidago Foundation The Texas Harambe Foundation Laura Tiberti Charitable Trust The Tides Foundation US Climate Action Network The Wallace Global Fund The Weeden Foundation Whole Systems Foundation The Winslow Foundation International Forum on Globalization Annual Report

Just Transition Forum, February 26-28, 2018

Just Transition Forum, February 26-28, 2018 Organizing New Economies to Serve People and Planet INTRODUCTION At the founding meeting of the BEA Initiative in July 2013, a group of 25 grassroots, four philanthropy