专访亚洲公益事业研究中心联合创办人兼首席执行官夏露萍:中国将涌现很多慈善创新

21世纪经济报道

CAPS成立于2013年,是一家立足亚洲、以行动为导向的独立研究和咨询机构,致力于亚洲地区公益慈善事业质与量的双重提升。CAPS希望通过研究和提供有助于系统变革的最佳实践、模型、政策和战略的建议,促进亚洲社会投资领域的发展。谈及中国,夏露萍表示,回馈社会、帮助邻里的观念在中国已有数千年的根基,未来中国将会涌现很多的慈善创新,即思考新的方式来利用财富行善。 据夏露萍透露,CAPS正筹备在上海设立一个办事处,日后该组织将会在中国内地开展更多工作。

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Building Back Greener: Addressing Climate Change in Asia

Climate change and environmental degradation are increasingly impacting our society and have highlighted the necessity for collective action by individuals, governments, and the private sector. However, in a region where most economies are still emerging, striking a balance between ambitious environmental efforts and development goals adds a layer of complexity.

This report examines the ways in which Asian private capital—from corporations, investors and philanthropists—is being brought to bear on environmental challenges. Drawing insights from interviews with 163 individuals and experts from companies, foundations, and nonprofits across 10 Asian economies (Mainland China, Hong Kong, India, Indonesia, Japan, Korea, Malaysia, Philippines, Chinese Taipei, and Thailand) we look at what actions local companies and organizations are taking to adapt to and mitigate environmental challenges. It provides unique Asian perspectives on climate action and offers recommendations for public and private sectors.

The report identifies four characteristics of the ways in which funders push resources towards environmental challenges, identifies the challenges companies and organizations face when doing so and presents recommendations and next steps for funders in this space.

Community philanthropy on the rise in China, driven by ultra wealthy families

Alliance Magazine

Philanthropy and other forms of private social investment are becoming commonly accepted and even expected in China, leading to a positive shift in the way philanthropy is viewed.  That’s according to a report published by the Centre for Asian Philanthropy and Society analysing ultra-high-net-worth giving in Mainland China, Hong Kong and Chinese Taipei.

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富人如何参与公益慈善?调研了大中华地区135位超高净值人士及家族,发现…

21世纪经济报道

亚洲公益事业研究中心近日发布了其最新的研究报告——《施与之道:洞察大中华地区超高净值人群的公益慈善捐赠行为》。该报告共邀请了135位来自中国内地、中国香港和中国台湾拥有超过3000万美元家族净资产的超高净值个人或其家族成员代表进行问卷调查。调查结果显示,大中华地区的超高净值个人和家族将慈善事业、影响力投资等私人社会投资视为其财富管理、家族传承和社会承诺的一部分。并且,除了公益慈善捐赠之外,大中华区的财富家族正日益将影响投资、ESG投资、混合金融以及社会影响债券等融入其投资组合,以实现财富目标。

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The Tao of Giving: Insights into Ultra-High-Net-Worth Giving in Greater China

In late 2022 and early 2023, CAPS surveyed 135 ultra-high-net-worth (UHNW) individuals—those worth more than US$30 million—across mainland China, Hong Kong, and Chinese Taipei.  Respondents answered questions about their philanthropy and other private social investments as well as their sources of advice, the impact of philanthropy on their personal lives and families, and their interest and engagement on social and environmental issues.  

This report draws on the analysis of these findings, building on CAPS’ studies and observations on philanthropy in the region. Findings show that UHNW individuals and families in Greater China are actively doing good and that philanthropy and social investments are seen as benefiting UHNW families across generations.  

在2022 年末至 2023 年初期间,CAPS向135 位来自中国内地、香港和中华台北拥有超过 3,000 万美元家族凈资产的高凈值个人或家族成员代表进行了问卷调查。受访者就财富管理、公益慈善事业、私人社会投资、获得专业建议的信息渠道、公益慈善事业对个人生活和家族的影响,及他们对社会和环境议题的关注点等方面回答了一系列问题。

本报告基于对调查结果的分析、CAPS 过去十年对整个亚洲的慈善家的研究和观察,以及广泛的文献综述。我们的研究表明,在大中华地区,超高凈值个人和家族将社会投资视为财富管理、家族传承和对社会的承诺的一部分。在此基础上,我们得出了四个主要洞察。这些发现构成了本报告的主要内容,随后的章节将探讨这些发现对亚洲私人社会投资和财富管理所产生的影响。

DECODED: Donor-Advised Funds in the Asia-Pacific

Our DECODED series unpacks, explains and crystallizes issues critical for social investment in Asia. It draws upon our expertise in research and access to an extensive network of sector experts and philanthropists in 18 Asian economies enabling us to identify emerging trends in the region. Through DECODED, we translate these concepts into digestible insights.

This edition of DECODED looks at the emergence of donor-advised funds (DAFs) in the Asia-Pacific and identifies the different models and motivations for setting up this type of fund in the region. While yet to become mainstream in most Asia-Pacific economies, donors, sponsoring organizations and social innovators have a strong and growing interest in the potential of DAFs to facilitate strategic philanthropic giving in the region.

我们的解码系列(DECODED)旨在深入探讨亚太地区的私人社会投资领域,为您提供清晰、全面和系统的分析。凭借我们在研究领域的专业能力和广泛的行业专家和慈善家网络,我们能够捕捉到该地区的新兴趋势。通过解码系列,我们将这些概念转化为易于理解的见解,助您做出明智的决策。

本期的解码报告聚焦于亚太地区捐赠者建议基金(DAF)的兴起,并分析了在该地区设立这类基金的不同模式和动机。虽然在大多数亚太经济体中,DAF还未成为主流,但捐赠者、运营机构和社会创新者对DAF在该地区推动战略性慈善捐赠的潜力表现出浓厚兴趣,并且这种兴趣还在不断增长。

Hong Kong Opens Doors to Billionaires in Family Office Push

Bloomberg

Hong Kong has made attracting family offices — set up by the super rich to manage their lives and finances — a key mission under Chief Executive John Lee. In a statement announcing the event, officials said it would build stronger connections and encourage more of them to come to the city. Continue reading here.

陳啟宗︰港擁獨特優勢 擔當亞洲慈善樞紐角色

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「香港明天更好基金」連同「亞洲公益事業研究中心」今日發布《香港︰亞洲的慈善樞紐》研究報告,就如何吸引更多超高淨值人士及家族辦公室參與香港的慈善發展,推動香港成為亞洲慈善樞紐提出行動建議。

據亞洲公益事業研究中心的調查顯示,85%的超高淨值個人及家族辦公室,已參與慈善公益事業,其中97%有意了解更多關於社會投資及慈善捐贈相關的信息。另有逾60%受訪者表示,參與慈善事業能夠加強家庭關係,提高個人使命感。

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Hong Kong should offer incentives for philanthropy to compete with Singapore for family offices, study says

South China Morning Post

City should offer tax incentives and allow the cross-border flow of charity capital, according to a study by the Centre for Asian Philanthropy and Society. Hong Kong currently loses to Singapore in terms of tax incentives for attracting charitable foundations, study shows. Read more here.

Hong Kong as a Philanthropy Hub

This report was produced in collaboration with the Better Hong Kong Foundation (BHKF). Highlighting how Hong Kong can enhance its attractiveness, for both individual and corporate private wealth owners, the report discusses how the city can develop its role as Asia’s pre-eminent philanthropy hub.