Today the role of philanthropy is expanding and so are its responsibilities. Philanthropy Link is published by San Diego Grantmakers to help you meet the challenge. Our mission is to connect, inform, 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.

Great Grants

After 5 Years and $9million dollars invested into the San Diego community Metabolife Foundation closes its doors.

Metabolife Corporation was formed by Mike Ellis and Bob Bradley in 1995. The corporation then established a private foundation in 1997 focusing on San Diego's health and children. The foundation closes its doors as Metabolife is sold to a Florida company. In its 5 years the foundation supported San Pasqual Academy, Father Joe's Villages, Reading Recovery, Heard Start, Boys and Girls Clubs, Pro Kids, San Diego Blood Bank, Casa de Amparo, Family Justice Center and many, many more.

Send us your "Great Grants"
Funders throughout San Diego want to hear about your great grants. Send your Great Grants to info@sdgrantmakers.org.

COF 2005 Annual Conference
April 10th-12th

You've heard the announcements! You've heard the fun and exciting events that will be occuring!! THe COF 2005 Annual Conference is almost here!!

COF 56th Annual Conference
Building Strong and Ethical Foundations
April 10th-12th, 2005
San Diego Convention Center, Marriott Hotel & Marina

COF Registration
San Diego Grantmakers receive the COF member price. Conference fees are as follows:

Full Conference-Member...............$925
Full Conference-Non-Member.........$1,225

To register visit www.cof.org.

For those that are not registered for the conference, there are a few of opportunities that you can join the fun:

1. Networking Event - Join your San Diego and national grantmaking colleagues at Petco Park, Monday, April 11th, 6:00-7:30pm, for fun and entertainment. This is an agenda-free opportunity to celebrate our work. There is a $65 fee to attend this party. You can hang a star on that one, baby!
2. California Grantmakers Reception - Northern California Grantmakers, San Diego Grantmakers, Santa Barbara Funders Roundtable, and Southern California Grantmakers invite you to join us in a collegial celebration of philanthropy. James Canales, President & CEO of the James Irvine Foundation, will join us to discuss California Perspectives: “population growth, economics, diversity, environment, agriculture, land use, immigration, even politics…” All the changes California is undergoing are happening in a concentrated way in all regions throughout the U.S. Join us for a reception and discussion about the changes each of our communities are facing. Even if you are not attending the COF conference, we hope you join us for this free event.
3. Site Sessions - We want to make sure that all the fabulous site sessions, those opportunities designed to take conference attendees into our community, are filled. Click here to read the descriptions and let SDGrantmakers know your interest, info@SDGrantmakers.org.

Alliance for Justice: Investing in Change
Grant Agreements
This is the third in SDG's series of advocacy "how to's"

Theoretically, a grant agreement is a straight forward document that officially seals the terms and conditions between a grantee and a foundation. Only under certain circumstances are grant agreements required. A grant agreement is not always required by law, but is beneficial in terms of business sense for both public and private foundations. Grants by private foundations to non-public charities are the only type of grants that entails language in a grant agreement that prohibits the use of grant funds for lobbying.

The Alliance for Justice states that public foundation grant agreements should generally contain at least:

1. Grantees' name and adress
2. If the grantee is a public charity and the foundation's basis for relying upon that status
3. Duration and purpose of the grant: whether the grant is for general support or a specific project
4. Foundation's reporting requirements
5. A statement that the grant will be used only for charitable, educational, or other section 501 (c)(3) purposes
6. A statement whether the grant, or any portion of the grant, is earmarked for lobbying

In terms of private foundations, grant agreements ought to contain at least:

1. Grantees' name and address
2. If the grantee is a public charity, the foundation's basis for relying upon that status
3. Duration and purpose of the grant
4. Whether the grant is for general support of a specific project
5. Foundation's reporting requirments
6. A statement that the grant will be used only for charitable, educational. or other section 501 (c)(3) purposes
7. A statement that the grant is not earmarked for lobbying
8. If the grant is a specific project grant, the budget to support that statement

Private and public foundations may also want to include terms in the grant agreement that clearly identify the responsibilities of the foundation and the grantee. Such terms may include: conditions for payment of the grant funds; whether the foundation has permission to duplicate or publish copyrighted material produced as a result of the grant; types of project adjustments that require written endorsement from the foundation; how the foundation should be recognized in written materials; amd the foundation's right to cease the grant and under what circumstances.

The Alliance for Justice suggests that all grant agreement issues be conferred with legal counsel and occasionally re-examined to stay up to date with new developments in the law.

For more information on rules and guidelines for grant agreements, please refer to the Alliance for Justice's "Investing in Change: A Funder's Guide to Supporting Advocacy." To access this booklet, please visit Alliance for Justice or contact San Diego Grantmakers.

In addition, San Diego Grantmakers is happy to provide sample grant agreements. Contact info@SDGrantmakers for further information.

Upcoming Programs

San Diego's Best and Brightest Have Gotten In, How Do We Help Get Them Through?
Understanding the Scholarship Process
March 9th, 11:30am-1:30pm (lunch is provided)
SDGrantmakers offices
Members free, non-members $25

Join us for a lunch conversation as we begin to understand the scholarship
process. Vince De Anda, UCSD, Director of the Financial Aid Office, and Valerie
Attisha, The San Diego Foundation, Director of Scholarships, join us as we hear

• how are financial aid packages crafted for individual students?
• how is the expected family contribution developed?
• what are the trends in scholarships and what is the future?
  

Corporate Giving Roundtable
March 24, 8:00-9:30am
University Club
Members free, non-members $25

Recently, SDG asked its corporate members about what programs would be most
useful. The most common response was an opportunity to "talk" and to "share
information". Thus, we bring to you the Corporate Giving Roundtable, an
opportunity to learn of your colleagues burning questions, their strategic focus
in giving, and to generally talk about the challenges and best practices in
community investment. Join us for this collegial affair. Light noshes provided.

Join us for a cruise on the bay!
Clean Water, Healthy Beaches & Bays: Mobilizing Citizens to Monitor and Advocate for Improved Water Quality
March 30, 2:00-4:00pm
Hornblower Cruises
Members free, non-members $40

Tour San Diego Bay, the 2nd most polluted of 18 bays nationwide. Hear how local nonprofits teamed up with citizen monitors to advocate for higher standards of water quality. As a result of these efforts, San Diego County now leads the nation with the highest standards for storm water runoff regulations. Scientists are now joining activists and policymakers to reverse the contaminated status of San Diego Bay and ensure that all of our rivers, bays and beaches are swim-able, fishable, and surf-able. Learn how these groups successfully organized to attain such high standards for water quality and what are the opportunities and the challenges to implementing a comprehensive program to monitor and improve the region’s water.

California Perspectives
April 10th, 5:30pm-7:30pm
San Diego Convention Center

Northern California Grantmakers, San Diego Grantmakers, Santa Barbara Funders Roundtable, and Southern California Grantmakers invite you to join us in a collegial celebration of philanthropy during the COF 2005 Annual Conference here in San Diego. James Canales, President & CEO of the James Irvine Foundation, will join us to discuss California Perspectives: “population growth, economics, diversity, environment, agriculture, land use, immigration, even politics…” All the changes California is undergoing are happening in a concentrated way in all regions throughout the U.S. Join us for a reception and discussion about the changes each of our communities are facing. Even if you are not attending the COF conference, we hope you join us for this free event.

From the Badlands... to the Foothills of the Future
May 3rd, 9:00am-5:00pm
June 6th, 9:00am-5:00pm
Co-sponsored by LEAD San Diego, The San Diego Foundation, and Sempra Energy

"The leadership, competence, and management of the social sector nonprofit
organization will.largely determine the values, the vision, the cohesion, and the
performance of the 21st century society." --Peter F. Drucker

San Diego County's nonprofit sector has an opportunity to create the future of our
region instead of only responding to its challenges. For this reason, on January
24th LEAD San Diego, The San Diego Foundation, San Diego Grantmakers and Sempra Energy launched a four-part series of forums where the community will define a regional vision for a high performing nonprofit sector and begin to identify the steps needed to achieve this vision. At the first session, over 60 participants
explored their own individual leadership readiness as well as began to envision
what an effective sector would mean for San Diego. In the subsequent sessions
participants will assess the sector's readiness, February 28th, explore how
cutting edge management and business concepts can meet our sector's needs, May
3rd, and finally on June 6th, community leaders will create a vision for the
region. If you are interested in participating in these forums, please contact
Kerri Favela at (619) 235-2300 or kerri@sdfoundation.org.

Family Foundation Track
Mission Possible: Guiding Your Foundation Now and Into the Future
Balancing Act: Donor Intent and Mission, Part 2
May 11th, 1:30-3:30 pm
Waitt Family Foundation
Members free, non-members $50 for the series

Jill Seltzer continues to facilitate this series of interactive programs designed to bring family foundations together to hear about noteworthy solutions to family foundation issues and to learn from each other through shared insights and experiences. Part 2 of the series covers the following foundation essentials:

• What "they" wanted and what is needed now
• What is your responsibility to the donor's intent?
• How do you respond to the changing needs in the community and the evolving interests of current trustees and still stay true to the donor's mission?

The final program of the series is:

June 7th, 11:30am-1:30pm
Intergenerational Issues: From the classroom to the boardroom, how can we involve our younger generations?

Mark You Calendars:

The Center for Corporate Citizenship at Boston College presents... Evaluating Community Investment Programs
May 3rd
11:00am-2:00pm
Union Bank

Distinguished Speaker Event
The Blended Value Proposition with Jed Emerson
May 17th
11:00am-2:00pm

Twice selected by The Nonprofit Times as one of its "50 Most Influential People in
the Nonprofit Sector", Jed Emerson co-founded of the Roberts Enterprise Development Fund (REDF), managing a successful venture capital fund consisting of 10 organizations operating over 20 social business ventures employing 600 homeless andvery low-income people in the San Francisco Bay Area.

In addition, Jed is a Senior Fellow with the William and Flora Hewlett Foundation
and the David and Lucile Packard Foundation. He is a Lecturer in Business at the
Stanford University's Graduate School of Business and served as Executive Director and President, Bloomberg Senior Research Fellow in Philanthropy, Harvard Business School.

Emerson has become the avatar of social returns, his signature messages have been to urge grantmakers to invest endowments in assets that can boost their larger charitable missions; and in addition to grants to use their reputations, expertise, and talents to advance projects and issues. This idea of using "total assets," has become the first application of the blended value proposition -- cementing the notion that money and resources not dedicated to social purposes can nevertheless create social value.

Upcoming Funder Events

Advanced Proposal Analysis: A Critical Examination of Complex Issues
A new university-based course for experienced grantmakers
April 6-8
The California Endowment

The Grantmaking School of Grand Valley State University is offering Advanced
Proposal Analysis: A Critical Examination of Complex Issues in conjunction with
San Diego Grantmakers April 6-8, 2005. The course provides a critical examination
of the complex issues faced by experienced grantmakers today. It combines
structured learning with substantive discussion and small group work among peers.
In initial course offerings in New York and Michigan, more than 40 practitioners
gave the course consistently high ratings for content, delivery and quality. For
more information, including online application, visit www.grantmakingschool.org.

For questions or comments about SDGrantmakers or our Philanthropy Link visit www.SDGrantmakers.org or contact Julie Holdaway, 619/744.2180
Julie@SDGrantmakers.org.

Feel free to comment, suggest article ideas, or submit news items. Link@SDGrantmakers.org -- We're always happy to hear from you. Philanthropy Link is a service to San Diego Grantmakers members. Copies of past editions are archived at News You Can Use.

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