SD Grantmakers Update
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December 2007 |
"The deed is everything, the glory naught.”-- Johann Wolfgang von Goethe |
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Welcome New SDG Member:
Neighborhood Unity Foundation
Welcome New SDG Board Members:
Laura Galinson, Jewish Community Foundation
Barry Newman, The San Diego Foundation
In This Issue
Diversity in Philanthropy Research Project
Watch your email and mailboxes! All SDG members will be receiving a letter regarding the Diversity in Philanthropy research project being conducted in a collaborative effort between the regional associations of grantmakers in California, the Foundation Center, and academic partners. The project intends to collect and analyze data on philanthropic giving to diverse communities throughout the state. The regional associations of grantmakers in California have initiated this project to grasp a broader understanding of the multitude of ways we can strengthen giving and service to communities in need. It is also hoped that this information will help capture the landscape of our peers’ efforts towards diversity-related approaches and provide knowledge to interested audiences, including California legislators who have recently been engaged in this issue. Please be assured that the data you provide will be kept confidential and presented only in an aggregated format.
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.
At the Annual Conference last month, San Diego Grantmakers was thrilled to honor Ruth Lyn Reidel, PhD, the departing CEO of Alliance Healthcare Foundation, with the first-ever SDG Award for Exceptional Philanthropic Leadership. Congratulations Ruth!
SDG in the community: SDG participated in a Community Relations Workshop hosted by Biocom on November 29. The workshop, which included presentations from SDG members Lynn Allen-Biros of Amylin and Lisa Peterson of Invitrogen, was designed to provide BIOCOM members with tools, resources, and contacts with colleagues to develop their organizations’ involvement in the community. Click here for a report on the event.
Share with your grantees: SDG member The California Council for the Humanities is seeking proposals for its California Story Fund, a small grants program for projects that bring to light compelling stories from California’s diverse communities. The grant guidelines for the Feb. 4, 2008 round of funding are now available: click here. An online application will be posted on Jan. 2, 2008. Winning projects will receive up to $10,000. For more information, contact Senior Programs Manager Amy Rouillard at amyr@calhum.org or 619-232-4020.
The California Wellness Foundation is recruiting a program director and program assistant in its San Francisco office. Click here for more information.
Foundation for Change has announced 12 recipients of year-end grants totalling $25,000, and that $100,000 more will be disbursed through three funds (Media Justice Fund, Pride/LGBT Fund, and Fires 2007-Fund for Change). The application deadline for these funds is January 31, 2008.
The Jacobs Family Foundation/Jacobs Center for Neighborhood Innovation is profiled in this Beyond Philanthropy article.
The Jewish Community Foundation of San Diego has promoted Charlene Seidle to Vice President – Philanthropy. Congratulations!
The James Irvine Foundation is mentioned for its commitment to accountability in this Financial Times online article. Also, Irvine has announced twenty-five grants totaling more than $12.7 million. During 2007, the foundation has awarded 537 grants totaling almost $75 million. Click here for more information.
San Diego Metropolitan magazine's December issue is philanthropically-themed, and features the work of Audrey Geisel, Irwin Jacobs, Malin Burnham, and John Moores. The issue also includes an article about corporate philanthropy, "Corporate Giving Benefits Both Donors and Recipients." The article (which is meant to give advice to companies considering corporate giving) features SDG's own Executive Director Nancy Jamison, United Way CEO and SDG Board Treasurer Doug Sawyer, as well as Cox Communications, The San Diego Foundation, Amylin Pharmaceuticals, and Sempra Energy.
Sempra Energy launched its new private foundation in October, the Sempra Energy Foundation. The foundation’s first act of giving was to establish a $5 million fund to assist fire victims and impacted local communities.
University of San Diego's Nonprofit Leadership & Management Program is holding an open house on Tuesday, January 22, 2008 from 4:00-6:00pm to share information about its graduate degree program. RSVP to usdnonprofit@yahoo.com.
Arturo Rivera will be leaving his post as First Vice President/Senior Community Affairs Relationship Manager at Washington Mutual at the end of January 2008. Best wishes in future endeavors!
Washington Report
Foundations on the Hill
Since congressional interest in our sector is not lessening, your participation in Foundations on the Hill (March 4-5, 2008) is more important than ever! Rep. John Lewis, chair of the House Ways and Means Oversight subcommittee, advised us to get to know our elected officials and their staffers better. We need to be intentional in educating members of Congress about the good work we do in their communities. Please consider sending someone from your foundation to D.C. this year. This time on the Hill is vital to our ability to head off legislation that may negatively impact the sector. If you or someone from your foundation will be able to join us, please let Nancy know.
Senate to Consider Embedded Giving Programs
From PND: The practice of building a charitable gift into everyday purchases, sometimes called embedded giving, has attracted the interest of Congress, the New York Times reports. Senator Robert Menendez (D-NJ) said he will introduce legislation that, if passed, would require retailers to notify charities when their names are being used in sales promotions and disclose how much they are actually turning over to charity; it will also require charities' approval of the practice.
Click here for the full article.
IRS Unveils Updated Form 990
The Internal Revenue Service unveiled its updated Form 990 on December 20. The revised Form, which most charities will be required to file annually, includes many of the elements that appeared in the draft version, including a core form and a series of schedules. However, in response to widespread comments from the charitable community and its advisors, the IRS has substantially changed the design and many elements of the Form and the schedules. The IRS announced it will phase in implementation of the new form over four years to allow smaller organizations to prepare for new requirements. Click here for more information from Independent Sector.
Congress Passes AMT Relief - IRA Rollover Not Included
From COF: On December 19, Congress passed a one-year alternative minimum tax (AMT) “patch” that will prevent the AMT from hitting millions of middle-class taxpayers. The bill does not extend the IRA charitable rollover or other tax incentives that will expire on December 31, 2007. Even though the IRA charitable rollover was not extended, congressional leaders recognize that it is an important charitable giving tool and they expect to enact retroactive relief early in the next legislative session.
To sign up for the COF Legislative Network and receive updates on the news from Washington, click here.
Giving Studies
Long-Term Study on Giving
About six in 10 U.S. households contribute to charity routinely, according to new findings from the Center on Philanthropy Panel Study (COPPS) released recently by the Center on Philanthropy at Indiana University. The study found that a fairly large proportion of all U.S. households – nearly one-third – shift between donating and not donating. The average total amount given by the households was just over $2,000 per year. Other interesting results include:
- Households with incomes of $100,000 or more give a lower percentage of their income on average (2.2% of income) than do those with incomes under $50,000, who give 4.2% of their income.
- However, higher-income households are more likely to give: 93% of higher-income households reported donations of $25 or more to charity, compared to 56% of lower-income households.
The study has received media coverage from The Washington Post, Bloomberg, and PND, among others.
Portraits of Donors
Portraits of Donors (pdf) is a new report that reveals specific behavioral patterns and motivations of the nation’s wealthy and ultra-wealthy donors. The report is based on data from the 2006 Bank of America Study of High Net-Worth Philanthropy, the most in-depth quantitative study ever conducted of the wealthiest 3.1% of U.S. households. The original study revealed that wealthy donors possess very different philanthropic traits when compared to the general U.S. population. In response to high levels of interest in the original study from non-profit strategists and donors, Bank of America has delivered on its promise to provide a more in-depth analysis of its findings. Click here for more information.
San Diego Regional Giving Report
Stay tuned for first quarter results of this new report (commissioned by SDG and being conducted by the USD Caster Family Center for Nonprofit Research) with in depth information about organized philanthropy in our region!
SDG Member Directory: Your Online Resource
As an SDG member, you can assess the complete SDG Member Directory online in the members-only section of our website. This directory allows you to search for members by organization name, individual name, giving area, and grants level. You can use it to do something as simple as find a fellow member's phone number or to locate grantmakers with similar interests. Just click on the site, log in using your SDG username and password (email Nancy if you have forgotten!), and you are ready to go!
For Corporate Givers
Financial Times Guide to Global Philanthropy
As the corporate world takes on an increasingly borderless nature, the philanthropic sector is also becoming more global. This guide examines the latest developments and initiatives.
Ethics World Surveys and Trends: Corporate Social Responsibility
This website covers many different CSR issues in the news in 2007.
The Corporate Citizen, December 2007
Check out this newsletter from the U.S. Chamber of Commerce Business Civic Leadership Center, which includes articles on disaster response, corporate community investment, and top trends affecting corporate citizenship, among others.
More Philanthropic Headlines
Wall Street Journal Philanthropy Section
The WSJ section includes articles on holiday giving, small business and larger corporate giving, foundations, disaster relief, PRIs, and more. Also, this Chronicle of Philanthropy article reports on the WSJ opinion piece regarding accountability.
NPR's Marketplace: Philanthropy Week
In mid-December, Marketplace featured a week of giving-related stories, including features on foundation succession, tax credits, mission investing, and embedded giving.
FT.com: Doing Good the Hardnosed Way
This article highlights a "new breed of wealthy charitable donors: strategic philanthropists, passionate about their causes, who want to ensure their philanthropic dollars have the greatest return – and impact – possible."
Measurable Impact: Marin Community Foundation's New Course
This article outlines the controversial changes of the Marin Community Foundation and features a quote from SDG Annual Conference speaker Mark Kramer on how community foundations attract donor-advised funds.
Parents Magazine: Share the Wealth: Giving Circles
This article describes giving circles and how to start them.
Reality Philanthropy TV
Is television contributing to philanthropy's popularity?
"Charitable Checking Accounts" Make Giving Easy
This article recommends donor-advised funds for tax benefits and ease of use.
Resources
Is Your Good Work Going Unnoticed?
This guide (pdf) highlights seven mistakes foundations make when sharing their story and how to fix them.
Fora.TV: The Giving Channel
This site offers video and discussions related to philanthropy.
Hewlett President on Evaluation
Click here to read an interview with Hewlett Foundation President Paul Brest on the topic of foundation evaluation.
What Makes a Good Grantmaker?
Richard Marker of the Heyman Center for Philanthropy and Fundraising at New York University talks about what most grantmakers don't know they don't know, but that would make their lives a whole lot easier. Click here.
Report: Aggregating Impact
This report from FSG Social Impact Advisors offers a guide to mission-investment intermediaries and provides an overview of how foundations can use them.
Book: Effective Foundation Management
Dr. Joel J. Orosz's newest book examines the most common pitfalls of foundation management, and shares ideas for avoiding them.
The Grantmaking School
The Grantmaking School has announced new courses for foundation professionals for 2008. Click here.
GrantCraft Guide: The Effective Exit
The end of a funding relationship is often tense and sometimes even treated as an afterthought. But an effective exit can add value to a project and leave a grantee in a strong position. Read this guide to learn how grant makers wrestle with exiting dilemmas, plan for the inevitable end, and pave a good path forward.
Legacy and Innovation: A Guidebook for Families on Social Change Philanthropy
Changemakers released this practical guide (pdf) for grantmakers at all levels, providing tools and resources to begin conversations within the family, and to deepen existing practices and strengthen philanthropic structures.
Upcoming
SDG Programs
Click here for a complete listing of SDG Programs.
Update on 211 San Diego
January 8, 2008
1:00-3:00pm
Location: Qualcomm Incorporated, 5665 Morehouse Drive, Building L, San Diego, CA 92121
Outcomes Funding: For Grantmakers and Their Grantees
January 8, 2008 OR January 9, 2008
8:30am-12:00pm
Location: United Way, 4699 Murphy Canyon Road, San Diego, CA 92123
RSVP to alxisv@aol.com.
Webinar: Unique Models of Corporate Giving
January 9, 2008
10:00am-11:00am PT
Fee: $55/person.
After the Fires: The San Diego Foundation's Community Needs Assessment Report
January 31, 2008
8:30-10:30am
Location: The San Diego Foundation, 2508 Historic Decatur Rd, Suite 200, San Diego, CA 92106
Family Foundation Exchange
February 12, 2008
10:00am-12:00pm
Location: Northern Trust, 4370 La Jolla Village Drive, 10th Floor, San Diego, CA 92122
Working Group Meetings:
Workforce Funders: January 9
Homelessness Working Group: January 14
Child Welfare Funders: January 25
Education Funders: January 30
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
4th Annual USD Institute for Nonprofit Governance
January 11-12, 2008
San Diego, CA
Developing Excellence in Employee Volunteer Programs
January 23, 2008
San Diego, CA
Long Term Recovery in Southern California: Applying Lessons Learned from around the Nation
January 28, 2008
San Diego, CA
PRI CONFERENCE 2008
January 29-31, 2008
New Orleans, LA
Boston College Center for Corporate Citizenship Leveraging Corporate-Community Partnerships
February 6-8, 2008
San Diego, California
Foundations on the Hill 2008
March 4-5, 2008
Washington, DC
2008 International Corporate Citizenship Conference
April 6-8, 2008
InterContinental Boston
COF: Philanthropy's Vision: A Leadership Summit
May 4-7, 2008
Washington, DC Region
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.
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