SD Grantmakers Update
| |
March 2008 |
"We have to find a way to make the aspects of capitalism that serve wealthier people serve poorer people as well...This is how I see the world, and it should make one thing clear: I am an optimist. But I am an impatient optimist. The world is getting better, but it's not getting better fast enough, and it's not getting better for everyone."--Bill Gates |
|
Welcome Back: Returning Member
SDG welcomes The Clare Rose Foundation!
In This Issue
Diversity Update
Recently, SDG hosted a briefing on diversity in philanthropy featuring three distinguished philanthropic thought leaders: Steve Gunderson, President & CEO, Council on Foundations, Robert K. Ross, M.D., President & CEO, The California Endowment, and James E. Canales, President & CEO, The James Irvine Foundation. As you are probably aware, a bill regarding diversity in philanthropy was passed by the California State Assembly and is awaiting consideration in the Senate. AB624 would require private, corporate, and public foundations with assets over $250 million to track and disclose diversity-related data of their boards, staff, nonprofit grantees, business contracts and clients served through grants. While currently the bill will affect only the largest foundations, the trend will likely trickle downward.
Our diversity site (you will need to log in with SDG username "SDGmember" and password "2001") contains all the media reports and other resources related to this issue--check out especially Dr. Ross' insightful op-ed. Additionally, diversity is a hot topic all over our sector: COF has launched a major Diversity & Inclusiveness initiative, several national funders have formed a Diversity in Philanthropy Project, and legislative interest in California has led to Foundation Center research that will benchmark diversity in the staff and leadership of foundations, their grantees and communities served. You can also click here to access the handouts from the session (again, log-in required).
Member & Community Partner News
YOUR ORGANIZATION COULD BE FEATURED HERE! Don't forget to let SDG know what's new with you, from grantmaking to awards, events, and more. We want to share the good news about all of our members. To submit an item for the newsletter, email nancy@sdgrantmakers.org.
Alliance Healthcare Foundation announced that Stacey Liekweg has been appointed Interim CEO by the Board of Directors. Ms. Liekweg is a former member of the Foundation Board and will serve in the interim capacity while the foundation utilizes search firm Witt Kieffer to conduct a national search to replace the founding president and CEO Ruth Riedel. Alliance also announced the addition of three new members to the Board of Directors, including Donald Jones, Sean Sheppard and Jeffrey Willmann.
AMN Healthcare is sponsoring "Quality Time with PR Minds," an event on Saturday, November 8 when Public Relations Society of America-San Diego members will provide thousands of dollars worth of free public relations advice and guidance to local nonprofit organizations. Click here for more information--and share with your grantees!
In 2010, The California Endowment will embark on a new, 10-year strategic direction: Building Healthy Communities, with the goal of supporting the development of communities where kids and youth are healthy, safe and ready to learn. This website explains The Endowment's new strategic direction.
Invitrogen's new foundation was featured in this San Diego Union-Tribune article.
The James Irvine Foundation announced $3.15 million in grants to eight community foundations (including The San Diego Foundation) to support local arts efforts as the second phase of the foundation's Communities Advancing the Arts initiative, which is designed to foster grantmaking and individual donations to arts organizations in targeted communities.
The Kenneth A. Picerne Foundation Senior Artist Project is hosting an exhibit of artworks created through partnerships between older artists and underserved individuals such as Iraqi war veterans, at-risk youth, victims of domestic violence, and low-income seniors. The exhibit will be open from March 22 (with a reception that day from 12:00-3:00pm) to May 4, 2008 in Carlsbad. Click here for more information.
San Diego Social Venture Partners members Alan Sorkin and Barbara Bry teamed up for a radio interview about venture philanthropy on Barbara's weekly radio show. Listen by clicking here and scrolling to "February 22, 2008, Venture Capital Meets Philanthropy."
The UPS Store and Mail Boxes Etc. have become exclusive sponsors of the Toys for Tots Literacy Program. Click here for more information.
Wells Fargo has given $1.5 million to national homeowner counseling organizations NeighborWorks(R) America, the National Foundation for Credit Counseling and the Housing Partnership Network. Click here for more information.
SDG Office Updates
SDG welcomes Emily Davis as our new Administrative Coordinator. Emily recently moved to San Diego from Boulder, CO, and has been involved with philanthropy through several organizations, including Emerging Practitioners in Philanthropy and her family's foundation. Emily will be working four days a week.
SDG Program Associate Meghan Duffy is returning to her hometown of Washington, DC in the beginning of April to complete her dissertation research as part of her PhD in Sociology at UCSD. She will continue to work with SDG from afar.
Phyllis Levine is transitioning to work three days a week and her new title is Director of Member Services.
SDG is conducting interviews to hire a Funder Collaboration Consultant, and we will keep you informed as that process continues!
Additionally: San Diego National Bank has generously provided in-kind space for SDG in the University Town Center area. However, since San Diego Grantmakers' staff is growing, we are looking for larger office space. If you have some ideas about where we could find either donated, subsidized, or below market-rate offices and would like to hear more about our specific needs, please contact Executive Director Nancy Jamison at nancy@sdgrantmakers.org or 619-744-2180.
Donor-Advised Funds Removed from IRS “Dirty Dozen” List of Tax Scams
The Internal Revenue Service (IRS) released its 2008 list of tax scams, and donor-advised funds (DAFs) were dropped from the list. However, the list still includes "attempts by donors to maintain control over donated assets" as an abuse area. The Council on Foundations has had a long-standing continuous effort with the IRS to remove donor-advised funds from the “Dirty Dozen” list, and issued a press release applauding IRS for the removal of DAFs. For a complete list of the 2008 “Dirty Dozen” Tax Scams, visit the IRS’s website. Click here for a related article.
Oprah's Big Give in San Diego
10News and Oprah’s Big Give are challenging San Diegans to make a difference in their community. In the spirit of this inspiring new show, 10News will give away $10,000 to one deserving local non-profit. 10News will select five deserving non-profits to compete for the $10,000. The five organizations will have four weeks to raise a minimum of $10,000 to be eligible for the match. Viewers will then be asked to vote on-line at www.10News.com from the qualifying non-profits. The non-profit with the highest number of votes will receive the match. The winner will be revealed in a thirty minute special aired Friday, April 18 on 10News. Oprah’s Big Give airs Sundays at 9:00 pm on ABC.
COF Philanthropy Summit
Philanthropy’s Vision: A Leadership Summit
May 4-7, 2008
Washington, DC Region (MD)
We are hoping to have a big contingent from San Diego. Let us know if you are planning to go so we can organize a SDG get-together! The national Council on Foundations invites grantmakers to this historic opportunity to discuss philanthropy’s future with other leaders from around the globe and to take part in programs designed to enhance collaboration and impact. SDG members can register at COF member rate! In order to receive the member rate, please indicate that you are a member of SDG when you register. Some featured programming includes:
Generational Leadership
This track of programs will explore the generational changes that are fueling a transfer of leadership and wealth marked by both opportunity and challenge. The Greatest Generation is eager to share lessons-learned; Baby Boomers want to make contributions that will build a lasting legacy; Generation X is hungry for opportunities to lead and reform the field; and Millennials are bringing new energy and approaches to philanthropy. Funders that do not address generational change may risk culture clashes, human resource and funding shortages, and unhealthy grantee transitions. Those that seize this moment can enhance their relevance for the future and expand the talent available to steward their missions.
Establishing a New Foundation Seminar
Sat., May 3 from 12:30-5:30 pm (pre-summit seminar with separate fee)
Are you in the planning stage or just now establishing a new foundation? Come to this seminar to gain legal and practical information to help you do it right.
Corporate Giving News
Corporate giving continues to rise
Charitable contributions by major corporations and their foundations increased to $10.2 billion in 2006, with pharmaceutical companies the top givers and health services the top beneficiary, a new study says. Contributions at home and abroad from 189 major corporations and corporate foundations were up from $9.8 billion in 2005, says the Conference Board's annual survey of corporate giving.
Corporations seek profit by doing good
Corporate social responsibility is no longer driven only by philanthropy and regulations, but by profit, a new study says. More than two in three of the 250 global business executives surveyed in a recent study by the IBM Institute for Business Value say they have adopted socially responsible practices in the hopes of generating revenue. Another 54 percent say they believe such initiatives contribute to their competitive advantage. The study, "Attaining Sustainable Growth Through Corporate Social Responsibility," attributes these trends to better informed customers.
McKinsey Report: The State of Corporate Philanthropy
Corporate philanthropy can help companies meet consumers’ rising expectations of business’s role in society,
say respondents to a McKinsey global survey. However, only about a fifth of all respondents say that philanthropic programs at their companies are meeting social goals and stakeholder expectations. At these companies, philanthropy programs are more likely to address social and political issues relevant to the
business, to be collaborative, and to meet any business goals companies have for them. Another small group of respondents say they intend their philanthropic programs to go beyond enhancing company reputation by addressing concrete business goals, such as learning about potential new markets. Click here for a pdf of the complete report.
More Philanthropic Headlines
New York Times Magazine Money Issue
This issue of the magazine featured several philanthropy-related issues, including social entrepreneurship, celebrity involvement, causes of giving, measuring impact, and more.
Foundation Giving Grows Across All Program Areas, Report Finds
The nation's largest foundations increased funding for all major interest areas in 2006, with a record number of exceptionally large grants helping to drive that growth, a new report released by the New York City-based Foundation Center finds. Click here for another article on this report.
NY Times Opinion Piece: Donors Should Take Active Role in Giving
As fund raisers increasingly solicit people who are affluent — not just the super rich — donors should actively choose their causes rather than just responding to requests, writes Jack Shakely, president emeritus of the California Community Foundation, in Los Angeles, in an opinion article in The New York Times.
Foundations Turn Their Attention Toward the Foreclosure Crisis
Some of the country’s wealthiest foundations are developing plans to combat the growing foreclosure crisis, The Wall Street Journal reports.
USA Today: Giving Circles Mix Fun, Fundraising
This article reports on giving circles as a "rapidly spreading...new form of philanthropy across the USA."
LA Times: An Elusive Billionaire Gives Away his Good Fortune
"Chuck Feeney, who nudges others to give while living, plans to donate $8 billion by 2016. Just don't put his name on anything."
Governor Schwarzenegger Announces CaliforniaVolunteers
To encourage volunteerism in California and to improve coordination of volunteer efforts between the state’s departments and agencies, Governor Schwarzenegger signed an Executive Order to establish the new position of Secretary of Service and Volunteering. The Secretary will be a member of the Governor’s Cabinet. In December, Governor Schwarzenegger signed Executive Order S-24-06, which renames the agency formerly known as the California Service Corps. CaliforniaVolunteers serves as the lead State agency for recruiting and mobilizing Californians for service and volunteering opportunities through such programs as AmeriCorps and Citizen Corps, as well as one-time volunteer opportunities in local communities throughout the Golden State.
PBS Nightly Business Report Philanthropy Series
Philanthropy is a mission, and it is also an industry. In 2005 alone, charitable contributions to nonprofits topped $250 billion. The three part series "A Guide to Giving" explores trends in personal and corporate philanthropy and also examines nonprofit accountability.
Resources
Ready to Lead? Next Generation Leaders Speak Out
A national study produced in partnership by CompassPoint Nonprofit Services, The Annie E. Casey Foundation, the Meyer Foundation and Idealist.org. A skilled, committed, and diverse pool of next generation leaders would like to be nonprofit executive directors in the future, according to a new national survey of nearly 6,000 next generation leaders. However, the survey also finds that there are significant barriers: work-life balance, insufficient life-long earning potential, lack of mentorship and overwhelming fundraising responsibilities which may prevent many younger nonprofit staff from becoming executives. Click here to download the report.
Funders for Lesbian and Gay Issues Annual Report on U.S. Foundation Giving to LGBTQ Organizations and Projects
U.S. foundations gave more than $65 million to lesbian, gay, bisexual, transgender and queer (LGBTQ) organizations and projects in 2006, a 24 percent increase from 2005, according to a report recently released by Funders for Lesbian and Gay Issues (FLGI), a national philanthropic group based in New York City. Click here to download the report.
Book: Just Another Emperor? The Myths and Realities of Philanthrocapitalism by Michael Edwards
Edwards, the director of the governance and civil society unit at the Ford Foundation, appraises attempts to use the principles of capitalism to change society through such efforts as social ventures, venture philanthropy, social venture capital, and social enterprise. The entire book is available to download free: click here.
Teleconferences
The Forum of Regional Associations of Grantmakers has released a list of upcoming teleconferences for grantmakers:
Introduction to Conflict of Interest
Tuesday, March 25, 2008
Basic Self-Dealing & Intermediate Sanction Rules
Tuesday, April 1, 2008
Common Self-Dealing Issues and Scenarios
Tuesday, April 8, 2008
What Preparers Need to Know for the 990-PF
Tuesday, April 22, 2008
Private Foundation Compensation
Tuesday, May 13, 2008
Thursdays with SDG Program Series
Join us for 2008's Thursdays with SDG monthly program series. Building upon the success of last year’s series, we are offering a wide range of topics to meet the varying interests of our membership. Please take a few minutes to read about the individual programs and mark your calendars! Click here for the full listing of Thursdays with SDG programs.
Next month's session:
“It’s the Economy Stupid”: Lessons for Philanthropy
April 17, 2008
8:30-10:30 am
Location: Casey Family Programs, 3878 Old Town Ave., San Diego, CA 92110
Donald Cohen, President & Executive Director, Center on Policy Initiatives
Mark Paul, Senior Scholar, New America Foundation and former Deputy Treasurer and Policy Director in the California State Treasurer's Office
Michael Carr, Executive Director, SAY San Diego
We cannot escape the wide-ranging impact of the economic downturn – especially as we try to help nonprofits that, in turn, help the most vulnerable in our communities. How do state budget cuts, the real estate and credit crises, and other fiscal issues impact your grantmaking? This session will provide information and analysis of how the current economic situation and the state budget affect the nonprofit sector and philanthropy. Note that a recent Associated Press article reported that state budget woes are causing major cuts in health insurance for the needy, as well as other safety-net programs for the elderly, disabled, and unemployed. Click here for more information.
To RSVP for this program, call 619/744.2180 or email programs@sdgrantmakers.org.
Upcoming
SDG Programs
Click here for a complete listing of SDG Programs.
Stretching Grant Dollars for Greater Impact: Program Related Investments (PRIs): An Introduction
April 3, 2008
12: 00 noon- 2:00 pm
Location: United Way of San Diego County, 4699 Murphy Canyon Road, San Diego, CA 92123
Sponsors: Association of Small Foundations
Guest Speaker: Susan Halliday, Director of Finance, Jacobs Family Foundation and Jacobs Center for Neighborhood Innovation
Moderator: Lisa Richter, Co-Founder, GPS Capital Partners
Working Group Meetings:
Workforce Funders: April 9
Homelessness Working Group: April 14
Child Welfare Funders: March 25
San Diego Neighborhood Funders: April 4
Family Foundation Exchange: April 15
Click here for more information about all of these SDG programs. All programs are free for SDG members except where indicated.
To RSVP, please call (619) 744-2180 or email programs@sdgrantmakers.org.
Other Events of Interest
Association of Small Foundations Programs
The Association of Small Foundations (ASF) is a membership organization of more than 3,000 foundations with few or no staff. ASF provides the donors, trustees, and staff of member foundations with peer learning opportunities, targeted tools and resources, and a collective voice in and beyond the philanthropic community.
ASF San Francisco Regional Seminar (SDG members can register at the ASF member rate!)
March 27-28, 2008
San Francisco, CA
Center for Effective Philanthropy Conference: Aligning for Impact
March 31-April 1, 2009
Los Angeles, CA
2008 International Corporate Citizenship Conference
April 6-8, 2008
Boston, MA
Grants Managers Network Annual Meeting
April 7-9, 2008
Chicago, IL
Business Civic Leadership Center National Conference: Corporate Community Investment
April 27-29, 2008
Anaheim, CA
COF: Philanthropy's Vision: A Leadership Summit (SDG members can register at COF member rate)
May 4-7, 2008
Washington, DC Region (MD)
The Grantmaking School Advanced Proposal Analysis
June 11-13, 2008
San Francisco, CA
Stanford Executive Program for Philanthropy Leaders
July 27 - August 2, 2008
Application deadline: May 19, 2008
Palo Alto, California
Today, the role of philanthropy is expanding and so are its
responsibilities. This online SDGrantmakers Update is published
by San Diego Grantmakers to help SDG members meet the challenge. Our mission is to connect, educate, develop, and inspire a diverse
group of foundations and corporations to stimulate effective
philanthropy in the San Diego region. For more information,
visit www.SDGrantmakers.org. Copies
of past editions are archived here. Contact Nancy Jamison, 619/744.2180 or nancy@SDGrantmakers.org to suggest article ideas or submit news items, or if you no longer wish to receive these updates.
|
