Waqf & Zakat. Solidarity-based financing for sustainable development



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Waqf & Zakat Solidarity-based financing for sustainable development 06/06/2014

IDB Vision 1440 H A Vision for Human Dignity" IDB has been innovative and successful in utilising the institutions of Zakat, Awqaf and Sadaqat to alleviate poverty, but their potential has not been fully tapped The Bank should help develop these institutions further as key instruments for not only poverty alleviation and reducing income gaps, but also to fight disease, promote health and spur development 3

»إذا مات ابن آدم انقطع عمله إال من ثالث: صدقة جارية أو علم ينتفع به أو ولد صالح يدعو له«رواه مسلم Whence a child of Adam dies, his/her deeds come to an end, except for three things: a running charity or knowledge which gives benefit or a righteous child who prays for him/her (narated by Muslim) Waqf-Basic Concept 4

What is Waqf? Waqf is a Voluntary donation: a running charity Waqf literally means tying up of an asset (Real estate, cash, etc ) for some specific sharia compliant objective in such a way that : the Asl ( Principle )أصل remains intact ريع and only its Re a (usufruct) is spent on the named objectives usufruct Principle 5

Waqf Typology Principle Usufruct Real estate based Rental of Waqf properties and disbursement of the proceeds. Waqf assets producing goods and service (Farms, fountains bridges, public utilities etc ) Cash/commodity based Investment of the waqf principle and disbursement of proceeds Direct lending of the Waqf principle (to the needy- student seeds to farmers- cash to ) 7

Awqaf from the Atlantic to the Pacific First Waqf established in the early days of Islam included: Mosques - Farms- Wells, etc., From the Atlantic to the Pacific, many different kinds of waqf were created: Public utilities, education and research, health care, etc. Property, cash, grains for seeds, etc. This great Variety sets Awqaf apart from other forms of endowment (Roman endowed chairs, etc..) 8

Health/Environmental Educational Infrastructure Social Great variety of innovative Causes Interest free loans Debt relief Guesthouses for passing strangers Replace Broken Utensils (housemaids) Distribution of Dessert, Fish Bread basket Bailing out prisoners Marriage loans, Lending Jewelry Shelter for Angry housewives Hospitals, Veterinary hospitals Shelter for Stray animals. Medical caravans or mobile clinics Special Need Chanting to entertain sleepless patients Guesthouses (Khan-caravan sarays) Universities, student hostels, libraries Orphans/poor students vacation home Feeding the mule of Sheikh Al-Azhar Roads, Bridges, Railway Hijaz Railroad Public Utilities Etc 9

Great variety of innovative Causes Dar Deqqa: Shelter for angry/abused housewives in the city of Marrakesh, Moroccooffers counseling and mediation between husband and wife Replacements of broken utensils (to avoid punishment) A special Waqf was setup to provide Shaikh Al- Azhar with a vehicle (mule), fuel and maintenance (Feed and care) 10

Waqf as a Solution to the Economic Crisis? One of the most urgent economic problems facing the U.S. is the deplorable state of the country's roads, bridges, railway The wealthy should consider a new target for their philanthropy: public works.. There is a Precedent: Ottoman - era Turkey lacked a budget for the provision of basic services. To fill the void, more than 35,000 private foundations, known as vakif in Turkish, funded publicworks projects and municipal services, from water systems and schools to hospitals, bridges and roads. 11

Current Estimates of Waqf Assets worldwide In some Muslim countries awqaf reached 1/3 rd or more of cultivable land. Due to different reasons, awqaf have degenerated both as a concept and in real terms It is Difficult to estimate for current size of Awqaf Assets Current Estimates range from USD 100 billion to 1 trillion. Awqaf Are experiencing major revival nowadays 12

Waqf in IDB ISFD WWF IDB IDB Waqf APIF Waqf Activities in IRTI 13

IDB s Waqf Supports the following causes: Special Assistance Health & Education for Muslim communities in non- MCs Relief operations in the event of natural disasters Scholarship programs Technical cooperation programs and technical assistance to MCs The Islamic Research and Training Institute 14 The IDB Waqf (Special Account Resources Waqf Fund)

Awqaf Properties Investment Fund APIF aims to provide financial resources to develop Awqaf properties to maximize their revenues to contribute to the social and economic development Finance new projects / expansion / renovation of Awqaf projects: Housing / Commercial PICTURES FROM APIF 15

The World Waqf Foundation WWF aims to promote Waqf through effective partnership between Philanthropists, NGOs and the Public Sector, to contribute to development projects and programs Disbursement Good Governance R&D, Advisory WWF s aims to add value and fill the gaps in the Waqf Value Chain Investment Resource Mobilization The Waqf Value Chain 16

The Islamic Solidarity Fund for Development ISFD aims to reduce poverty build the productive capacities of member countries, reduce illiteracy eradicate diseases and epidemics, particularly Malaria, Tuberculosis (TB) and HIV/AIDS PICTURES FROM ISFD 17

Zakah Basic Concepts Zakah is the third pillar of Islam Zakah is a due right on specific items of assets/properties, in specific percentages with consideration of the passage of a year (hawl) and the satisfaction of nisab A religious obligation on all adult men/women who fulfill the conditions 18

8 categories Poor Needy zakah collection Employees sympathizers with islamic causes Freeing the captives 19 Indebted In the cause of Allah (General Community services) Wayfarers (Children of the street)

Zakah and Poverty Zakah is an instrument of poverty alleviation Early history indicates zakah was effective in solving the problems of poverty Zakah could not be distributed Rationale of using zakah Unique faith-based institution Still unutilized for poverty alleviation Has potentials to mobilize additional untapped resources for poverty alleviation 20

Zakah During Contemporary Times Impact of zakah on poverty would depend on the size of zakah collections and the kind of disbursements Contemporary zakah institutions appear to be weak and ineffective in collection and distribution. Zakah collection less than potential Potential estimates 3% of GDP Actual estimates 0.15% of GDP If we take OIC Member countries only 6 trillion GDP Actual Estimate: USD 10 billion p.a. Potential Estimate: USD 200 billion p.a. 21

Impact of Zakah on Poverty Disbursement of Funds Zakah used for consumption smaller and temporary impact Zakah used for investment (human, physical, and financial capital) stronger and permanent impact Integrate zakat with microfinance Zakat for social safety nets The potential of zakah collection and utilization for effective poverty alleviation remain untapped 22

New Projects: Awqaf Capital (ACAP) World Waqf Fdn. Health Food Sufficiency Community Education Trade Dev... بيوت الخبرة املتخصصة في مجال الوقف Specialized funds to support various social causes Invest. Returns ACAP 23 (A Cash-Waqf Investment Firm - Under Registration in Bahrain)

New Projects: Waqf for Development (W4D) W4D approach aims at injecting Waqf Principle -not the returnsinto the bottom of the pyramid (i.e. investing Waqf assets into socially responsible projects/ Doing business with the poor) An asset class in which social impact, economic Empowerment are sought beyond solely the monetary returns Through careful due diligence, and intelligent PPPP (Public /Private /Philanthropic /Partnership) risks can be mitigated and objectives achieved Mega Projects L&SMEs/ Formal Sector Low Income/ Bottom of the Pyramid (W4D) Investing Waqf Principle at the bottom of the pyramid Patient Capital 24

The Way Forward How can we work together? 25