This Month's Third Thursday
Accountability in Action:
A Self-Assessment Workshop
July 19, 2007
8:30 AM-10:30 AM
Location: United Way of San Diego County, 4699 Murphy Canyon Road, San Diego, CA 92123
Facilitator: David Biemesderfer, President, DJB Consulting Services
In this highly interactive session, you’ll learn best practices in analyzing and improving your foundation's accountability in terms of Governance, Communications/Disclosure, Grantmaking, Finance, Administration, Public Policy, Mission and Strategy, and Evaluation. Find out how to make the most of the highly-rated Accountability Self-Assessment Tool for Private Foundations from the nationally-known author of the tool: David Biemesderfer, President, DJB Consulting Services. The comprehensive checklist provides practical guidance to help ensure full legal compliance and assess public accountability practices.
Join us at another enjoyable Third Thursday session-- starting with a little nosh, a little networking -- and see how to transform our current SDG focus on Guiding Principles into action now.
- Newer foundations: get an introduction to accountability concepts and practices to ensure that you are on the right track.
- Newer board and staff members: see why accountability is such a critical issue and how to do the right thing at your foundation.
- Experienced grantmakers: use this tool as a valuable refresher--and of course, we would love to have you share your knowledge.
Want to check the assessment out in advance? Click here (pdf) for the Staffed Foundations version or here (pdf) for the Unstaffed Foundations version. Note: while primarily designed for private foundations, the discussion will also be of interest to corporate, community foundation and public funders interested in examining their role in upholding the public's trust.
Register today!
Thank You to our Sponsor: Washington Mutual
Remaining Third Thursday Series
Click program name for full details:
To RSVP, call 619/744.2180 or email programs@sdgrantmakers.org.
Snapshot San Diego:
Changing Demographic Trends
August 16, 2007
8:30 AM-10:30 AM
Location: The San Diego Foundation, 2508 Historic Decatur Road, Suite 200, San Diego, CA 92106
Facilitator: Beth Jarosz, Research Analyst, San Diego Association of Governments
Did you know that one of the biggest issues in San Diego is the number of people migrating out of the county? Beth will present this and other current demographic trends in San Diego, and respond to such questions as:
- How is San Diego County changing in terms of race/ethnicity, age and geographic distribution?
- How do demographics impact charitable contributions and volunteerism?
- How can you best use demographic information in your grantmaking strategies?
Making Measures Work for You: Outcomes and Evaluation
September 20, 2007
8:30 AM-10:30 AM
Location: The San Diego Foundation, 2508 Historic Decatur Road, Suite 200, San Diego, CA 92106
The case for measuring outcomes is hard to refute: If you can't assess it, how can you know it's happening? Yet measuring outcomes can be tricky. For example, are we mistaking partial measures for the full truth? Is it possible to measure impact meaningfully given the challenges of time and control? GrantCraft is a source of practical wisdom for grant makers on the tools and techniques of effective grant making and their materials will serve as the basis for this workshop.
The ABCs of 123s:
A User's Guide to Nonprofit Financials
October 18, 2007
8:30 AM-10:30 AM
Location: The San Diego Foundation, 2508 Historic Decatur Road, Suite 200, San Diego, CA 92106
Facilitator: Carol Stachwick CPA, Audit Manager, Sonnenberg & Company
Numbers tell stories. But what is the real story? Carol will lead us in an informative presentation on how to interpret nonprofit financial statements. She will provide tips on:
- Reading financial statements;
- How to use financial statements to evaluate grant applicants and determine fiscal accountability; and
- What numbers require special attention.
Thank You to our Sponsor: Washington Mutual
Reflections from Stanford: Conversations in Philanthropy
November 15, 2007
8:30 AM-10:30 AM
Location: The San Diego Foundation, 2508 Historic Decatur Road, Suite 200, San Diego, CA 92106
Facilitator: Janine Mason, Executive Director, Fieldstone Foundation
Longtime SDG member and board leader Janine Mason will share her experiences at Stanford University’s Executive Program for Philanthropy Leaders. Come engage in reflective discussion around vision, power, governance and collaboration. Get the inside scoop on this groundbreaking program created by the Center for Social Innovation.
To RSVP for any of these programs, call 619/744.2180 or email programs@sdgrantmakers.org.
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