Philanthropic Investing for Destination Preservation

[Above, the rewards of philanthropic investing: the hotel’s restored library. Photos by Laszlo Karolyi.]

Impact Investing: How We Can Save Historic Buildings

The Cultura Manor hotel in Quito, Ecuador has won three awards before even opening, with more to come. I helped fund the restoration of this historic mansion, and now I’m getting bought out.

Exactly as planned.

Success in the art of Philanthropic Investing (PI) takes perseverance! Working in conjunction with the then Center for Sustainable Destinations at National Geographic, we coined the term (also known as “venture philanthropy”) in 2009 to form a group of philanthropists who believed in principles of quality travel development through investing, as distinguished from merely donating to local projects, which can be less effective.

The restored and newly opened Cultura Manor boutique hotel.

Its restoration complete after two decades of neglect, this former private club in Quito has now opened as the Cultura Manor hotel—a model of philanthropic investing for adaptive reuse.

Help for Developing-World Entrepreneurs
As I wrote when I introduced this project four years ago in my April 22, 2013 post, my dream for several decades had been to buy a small boutique hotel or ecolodge in a culturally unique region of the world and partner with an experienced local. This type of investing is not intended to enrich the diesem Link investors, but rather to help qualified hospitality owners succeed in their quest to bring the world authentic and unique travel experiences that would meet many of the original National Geographic geotourism standards in culture, ecology, aesthetics, and authenticity.

A room in the manor, pre-restoration. Photo: Jonathan Tourtellot

A room in the manor, pre-restoration. Photo: Jonathan Tourtellot

A key PI element was an unusual written requirement: The operator has the right to exercise an option to buy out the investor as soon as the project has stabilized, and to do so at a very reduced rate of return. Then, according to the PI concept, the investor would use that principle and profit to invest in another qualified project.

Now, the seven-year Cultura Manor project has reached that stage. When we began, the mansion was occupied by squatters and in total disrepair. Demolition was very possible. Now the hotel has been awarded the #1 new tourist project in Quito. It was also honored for Historical Restoration and won a United Nations grant to provide organic produce for its restaurant on the roof of a new addition.

A lounge features artwork by Ecuadorean artist nametk.

The lobby features artwork by Ecuadorean artist Gonzalo Anagha.

The main facility is open for business, and the operating partner is in the process of finalizing the government-backed loan to buy out us investors and construct the addition. We could not be more proud to be part of the opening of one of the most interesting and beautiful boutique hotels in the world.

A Model to Follow

I think it can serve as the model to launch a global movement to fund sustainable hospitality projects that follow established geotourism principles.

So now the question is how to we capitalize on this excellent base we have created?

Upstairs at the Cultura Manor.

Upstairs at the Cultura Manor.

We are looking for the next worthy project to lend our support. Whether you are a potential investor, an operator in need, or just someone who has a particular passion for sustainable tourism, we would like to hear from you about your vision.

You can contact us through info@destinationcenter.org

[Editor’s note—UPDATE: Since this post, the Destination Stewardship Center is pleased to have provided the connection for a potential new philanthropic investment project, this time in Cuenca, Ecuador. Stay tuned.]

How To Handle Voluntourism

[On Cape Cod, volunteer painters help out on CARE for the Cape Day. Photo: Judith Selleck]

Voluntourism and Experteering

Volunteer tourism or voluntourism combines travel with service, allowing travelers to use their time and passions and skills towards volunteer opportunities in education, public health, environmental conservation, agriculture, housing development, scientific research, and other arenas in visited communities.  A few examples of voluntourism include assisting with afterschool programs, construction projects, and wildlife studies. More recently, the term “experteering” has become popular in describing a subgroup of voluntourists: Those providing a specific professional skill set (such as coding, graphic design, business plan development, dentistry, etc.) as a volunteer while traveling.

While questions have been raised in recent years about the effectiveness of voluntourism and the potential for doing harm rather than good in the communities it’s intended to serve (see the articles below), there is consensus that voluntourism has the potential to provide positive impacts to both travelers and visited communities alike, creating not just gains in development for local communities, but also fostering cross cultural exchange and appreciation.

As one of the fastest growing trends in travel today according to a July 2014 National Public Radio story, voluntourism has grown rapidly over the past 20 years – to more than 1.6 million volunteer tourists spending about $2 billion each year, with both nonprofit and for-profit organizations involved in helping to place volunteers.  With the rapidly growing number of organizations and opportunities to choose from, below are some recommendations and tips gleaned from articles and resources (see below) to help in the search for a suitable voluntourism organization and opportunity.

Before you sign up to join a voluntourism program, the following preparation is strongly recommended:

  1. Motivation and Goals: Ask yourself the reasons for going abroad and define your goals.
  2. Skills, Abilities, and Interests: Honestly assess what you have to offer as you consider volunteer opportunities.  Do you have specific skills you plan to contribute (are you planning to experteer)?  Or are you planning to volunteer with an organization that does not require a professional skill set?  Are there abilities or interests you have which may help you to be more effective in certain volunteering scenarios?  For example, are you a good writer? Do you enjoy working with animals? Do you get along well with all types of people? Do you have a green thumb? Are you excited about the prospect of helping at an archeological dig?
  3. Sustainability: When looking into projects to volunteer with, see if the project is addressing a real need or problem, is partnering with the community, and is run by a reputable organization.  Check sites for information on the organization/project and see if there are reviews or evaluations available from volunteers and financial reporting organizations such as Charity Navigator and Go Overseas.com (see below) on how well the program is run and how funds are spent.  Contact the organization with questions about community involvement in the project and how the project will help the community and build capacity and not dependency.
  4. Time and Geography: Consider how much time you can contribute.  As a general rule, the more time you can devote to a project, the better. That is not to say you cannot be effective or make a lasting impact over the course of a short period of time, but the more one is able to be integrated into a local community and develop relationships, the easier it typically is to make a greater impact.  Also assess your preferences (if any) for things like climate (tropical, mediterranean, etc.) and environment (whether the mountains, coast, desert, small village, big city, etc).

Resources and Information

Note—The following listings are also being posted to our Resources and Geotravelers sections. We welcome additions.

  • Websites and Directories

Charity Navigator provides information and ratings on hundreds of charities based on their financial health and transparency, allowing users to vet organizations before making donations, volunteering, and supporting them in other ways.

Go Overseas is a website that provides information and reviews on dozens of volunteer opportunities around the world.

Idealist.org is a clearinghouse for, among other things, global volunteer opportunities.

One World 365 is a travel directory launched in 2007 that provides information on voluntourism opportunities, along with work programs, English teaching certification programs and placements, ecotourism trips,adventure tours, study abroad and language and other learning courses.

VolunTourism.org provides a wide array of resources, from information on several voluntourism organizations to voluntourism news, webcasts, and academic research.

Publications 

Traveler’s Philanthropy: Dos and Don’ts of Travel Giving (2009, The Center for Responsible Travel) In this 12 page booklet, a dozen experienced tour operators and tourism organizations engaged in supporting local community projects summarize advice on volunteering and donating.

Articles

Where Does the Money Go When You Volunteer? (July 2015, Natalie Southwick, GoOverseas.com)

As Voluntourism Explodes in Popularity, Who’s It Helping Most? (July 2014, Carrie Kahn, National Public Radio)

Is Voluntourism Itself Being Exploited? (April 2014, Daniela Papi, Huffington Post)

10 Traits of a Responsible Volunteer Program (March 2014, Jessie Beck, GoOverseas.com)

Giving Back: A Special Report on Volunteer Vacations (Jan. 2013, Dorinda Elliott, Conde Nast Traveler)

  • Voluntourism Organizations (both nonprofit and for-profit)

Cross-Cultural Solutions is a nonprofit begun in the mid-1990s that provides volunteers (individuals, groups, and families) of all ages, with projects of varying lengths around the world.  Program fees cover food, accommodation, insurance, language lessons, some in-country activities and excursions, and support from local staff.

Earthwatch is a 40+ year old nonprofit that engages volunteers in scientific field research and educational projects worldwide.  Volunteers work alongside researchers on projects in wildlife/ecosystem conservation, climate change, archeology and culture, and ocean health.  Program fees cover accommodations, food, and all related research costs.

Global Citizen Year is a nonprofit started in 2009 that selects fellows (high school graduates) for a “bridge year” of volunteer service before college in Brazil, Ecuador, Senegal, and India.  The program offers opportunities in environmental conservation, education, public health, agriculture, or social enterprise and offers financial aid to selected fellows.

Global Volunteers is a nonprofit founded in 1984 that provides various short-term placements for volunteers in the U.S. and around the world, with a focus on child health and development.  Program fees cover accommodations, food, local staff support, and supplemental health insurance.

Habitat for Humanity is a nonprofit started in the mid-1970s that is dedicated to creating affordable housing through new construction and renovation.  Both short term and longer term volunteer opportunities are available globally in fields such as construction, finance, resource development and administration.  Program fees include a donation to Habitat and accommodations, food, in-country support, and supplemental health insurance.

Moving Worlds is a B corporation founded in 2011 that facilitates experteering, that is, matches professionals looking to volunteer their skills with nonprofit organizations in need of specific talents.  Moving Worlds bills itself as “a short-term Peace Corps crossed with match.com.”

Projects Abroad is a 20+ year old company that connects volunteers (individuals, groups, and families) of all ages, both professionals and students, with projects of varying lengths around the world.  Program fees cover food, accommodation, insurance, and support from local and North America–based staff.

 

How to CARE for a Place: Lessons from Cape Cod

[Above: Corporation Beach, Dennis, Cape Cod. Photo: CARE for the Cape and Islands]

My inspiration for launching a destination travelers’ philanthropy program for Cape Cod, Massachusetts originated in distant Monteverde, Costa Rica. After participating in the Third International Travelers’ Philanthropy Conference conducted there by the Center for Responsible Travel (CREST) in 2011, I had the opportunity to see the Monteverde travelers’ philanthropy program firsthand. I noticed many similarities to my own home on Cape Cod. Both depended on tourism. Both shared the need to help educate and engage visitors and residents in the preservation of our own special place.

Wampanoag Wetu

A representative of the Mashpee Wampanoag tribe explains construction and use of the wetu, a domed hut. Photo: CARE

Founded in 2012 as a nonprofit, CARE (Creating A Responsible Environment) for the Cape and Islands has an advisory board comprised of prominent Cape Cod residents, while its fiscal sponsor and mentor is the CREST. CARE‘s objectives are two-fold:
1) To raise funds from vacationers, residents, and tourism-related businesses to assist specific environmental and cultural-heritage conservation projects in the region, and
2) to assist visitors, residents, and businesses in developing a greater appreciation for and a deeper connection to the region’s unique and fragile natural beauty, native plant, marine and wildlife habitats, culture, and history through education and hands-on experiences.

Herring Cove Whale Exhibit

Education signage on whale habitat, Herring Cove, Provincetown—CARE’s first funded project. Photo: CARE

To date we have funded 15 projects throughout Cape Cod. Cultural-heritage projects have included the development of the Hyannis Sea Captains’ Row Trail and map. Another was the Waquoit Bay Reserve Wampanoag wetu construction and education project, based on local Native American life-ways and estuaries that highlight the connection between people and the environment. Environmental projects have included marine plastics reduction, whale habitat education, a water-quality shellfish aquaculture demonstration project, development of a green-practices video, and installation of water bottle filling stations at the Cape Cod National Seashore.

As I reflect upon the past four years I’d like to share some of the lessons I’ve learned from development and management of CARE for the Cape and Islands. Unlike the programs in Monteverde and the state of Oregon, CARE does not have a supportive organization with an existing funding source. We have learned that it takes time – five years or more – to grow this type of community fund into a vehicle for raising significant financial contributions. Time is required to educate businesses before they are willing to be supportive and get involved in fundraising and volunteering programs. Many businesses have been reluctant to ask their guests or visitors for donations. CARE has found that packaging a donation into the visitor’s hotel room or inviting them to donate online prior to their arrival has been more successful.

CARE Cape Day_2014 217

Volunteer painters at our first annual CARE for the Cape Day. Photo: Judith Selleck

Additionally, I encourage other destinations to find key local partners to work with, to be flexible, and to be extremely persistent. Given the range of business types and sizes, a one-size-fits-all approach will not succeed. Finding a strong and enthusiastic board and supportive network will aid in the speed and success of the program. And finally, I advise to Educate, Educate, and Educate. While many believe this kind of community fund is a worthwhile concept, it takes a while for businesses to fully understand it and decide how they wish to participate.

To learn more, visit CARE for the Cape and Islands. We are accepting grant applications for 2016 projects through Dec. 31, 2015.

Philanthropic Investing

Nurturing Boutique in a Chain World

My dream for several decades had been to buy a small boutique hotel or ecolodge in a culturally unique region of the world and partner with an experienced local. When I sold my company and became aware of the Center for Sustainable Destinations (then the custodian of the geotourism movement put forth by the National Geographic Society), my family became one of the first donors of both funding and pro bono research.

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Restoration with the help of philanthropic investors will turn this timeworn mansion in Quito, Ecuador into an atmospheric boutique hotel. Photo courtesy László Károlyi

We traveled to Croatia, Costa Rica, St. Croix, Ecuador, and the Bahamas in a quest to find the best opportunity to demonstrate a model/prototype project to NGS. This project would have to include the necessary geotourism requirements.  Continue reading