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San Diego Grantmakers
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"A single
act of kindness throws out roots in all directions, and
the roots spring up and make new trees. The greatest
work that kindness does to others is that it makes them
kind themselves." - Lawrence
Lovasik
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April 2009 | |
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| Save June 3 for Lunch and a Film
with the Rockefellers!
Join us for lunchtime screening of An
Entrepreneurial Spirit: Three Centuries of Rockefeller
Family Philanthropy, a 35-minute documentary film,
followed by a conversation between Rockefeller
family member Anne Bartley and Judy
Belk, Senior Vice President of Rockefeller Philanthropy
Advisors.
June 3, 2009
12:00-2:00pm
Hyatt
Regency La Jolla
3777 La Jolla Village Dr,
La Jolla, CA 92122
History, values, and communications have helped to
steward and engage multiple generations of the
Rockefeller family in philanthropy. This documentary
explores how the family has sustained its giving over
120 years and how it has transmitted its values and
views to support its philanthropy. What can
philanthropists of all sizes learn from the great legacy
of the Rockefeller family? This session will provide us
with insight into the family story that initiated and
sustained this legacy across generations. We will hear
personal stories about the successes and challenges of
the Rockefeller family's philanthropy and we will have
time to engage in a conversation with the
speakers.
Cost: $25 SDG members
$45
nonmember grantmakers
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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.
Welcome Rockefeller Philanthropy
Advisors as a
new SDG member!
San Diego Grantmakers welcomes two new people to our office:
Beatriz Ramirez (formerly of The Bravo
Foundation) joins us as Administrative
Coordinator. Many thanks to Christie Edwards,
who has moved on to a full time position with the Museum
of Photographic Arts. We also welcome new
intern Ursula Carson, who has
also interned with San Diego Habitat for
Humanity.
Avery Dennison is seeking
a Director of Community Investment/Executive Director
of Avery Dennison Foundation. Click here for more
information about the
position.
The San Diego Foundation
named board members: Sandra Daley,
University of California San Diego; Doug G.
Hegebarth, San Diego Foundation; Craig
Irving, Confirmnet Corporation; Hollyce
Phillips, Carlsbad Charitable Foundation; and
Barbara A. Sawrey, University of
California San Diego.
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News from
Washington
IRA Rollover Act
On March 2, Representatives Earl Pomeroy (D-ND) and
Wally Herger (R-CA) introduced the Public Good IRA
Rollover Act of 2009 in the House (H.R. 1250). Senators
Byron Dorgan (D-ND) and Olympia Snowe (R-ME) introduced
a companion IRA rollover bill in the Senate, S. 864 on
April 22. If enacted, this legislation would permanently
allow gifts made to donor-advised funds, supporting
organizations, and private foundations to qualify for
the IRA charitable rollover. The bill would also lift
the $100,000 cap on distributions and allow planned
gifts beginning at age 59 1/2. The Council on
Foundations strongly supports this legislation (read
COF's issue
paper) and is encouraging grantmakers to
contact
their congressmembers. From Independent Sector: The House Budget
Resolution that passed on April 2 calls for the
permanent extension of the estate tax at the 2009
levels. The 2009 parameters include a $3.5 million
exemption for individuals ($7 million for couples) and a
tax rate of 45 percent. The status of estate tax
reform in the Senate is confused due to the adoption of
conflicting amendments as part of the budget resolution
debate on April 2. The conflicting amendments must be
resolved when the bill goes to conference with the
House. Click here
for more from Independent Sector on the Estate Tax
proposals, and see also this San Francisco
Chronicle article on the proposals.
Excise Tax
From COF: On Tuesday, March 24, Senator
Charles Schumer (D-NY) introduced a private foundation
excise tax bill (S.676). This proposal would amend the
Internal Revenue Code of 1986 to modify and simplify the
excise tax on the investment income that private
foundations pay. S.676 would remove the current
two-tiered excise tax imposed on private foundations and
replace it with one flat rate. For more: COF on the
private foundation excise tax bill (S.676),
and read the issue
paper.
Office of Social Innovation
The White House has confirmed that Sonal
Shah, former head of global development at
Google.org, has been appointed to lead the new
Office of Social Innovation. Click here
for more. |
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Resources
Books on Philanthropy
The Tactical Philanthropy blog has a great
compilation of philanthropy-related books:
check it out for some reading-list
inspiration. Additionally, check out
Foundations and Public Policy: Leveraging
Philanthropic Dollars, Knowledge, and Networks for
Greater Impact, a new
book exploring the choices that foundations
face when engaging in public policy
work. Grants Management Software and More
Technology ToolsSolpath has several reports
(available for free download) on grants management
systems: what's available in the marketplace, a
consumer guide with reviews, and more. Also, check
out NCG's wiki on
Technology Tools for Foundations for a variety of
great resources.
Assessing ImpactThis
article in Alliance magazine features interviews
with Paul Brest, Jed Emerson, Katherina Rosqueta, Brian
Trelstad, and Michael Weinstein on the subject of
assessing the impact of funding. Click here
for a related Philanthropy 2173 blog post on the search
for shared measures. Additionally, the Alliance for
Effective Social Investing is working to improve the
metrics of social
impact. |
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Upcoming SDG
Programs
May
7, 2009, 12:00-2:00pm
Bank of America, 450 B Street, 20th Floor, San
Diego, CA 92101
Social
Innovation, Social Entrepreneurship and Cross Sector
Partnerships: What They Mean and Why They
Matter with Jim
Phills
May 8, 2009,
8:30-10:30am
Price Charities, 4305
University Avenue, Suite 630, San Diego, CA
92105
Philanthropy
and the Economy: Education Funding, Challenges and
Opportunities
June 1, 2009, 1:30-3:30pm
USD SOLES, 5998 Alcala Park, San Diego, CA
92110
The San Diego
Foundation, 2508 Historic Decatur Rd, Ste 200, San Diego
CA 92106
Click here for a
complete list of SDG programs. To RSVP, please call
(619) 744-2180 or email programs@sdgrantmakers.org (include your full name and organizational
affiliation with your response, please).
Reminder: SDG programs
are open only to member grantmakers and nonmember
grantmakers as invited.
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| This online
SDGrantmakers Update is published by San Diego Grantmakers to help
SDG members meet the challenges of philanthropy today.
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. 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. | | |
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