Family Ties: Upcoming Family Foundation Programs
In This Issue:
Unless noted otherwise below, RSVP for these programs by calling (619) 744-2180 or emailing programs@sdgrantmakers.org. To review the complete list of SDG programs, click here. Stretching Grant Dollars for Greater Impact Sponsors: San Diego Grantmakers and Association of Small FoundationsProgram Related Investments (PRIs) are a powerful and flexible tool to add to your grantmaker’s toolkit. Simply put, a PRI is a loan or other type of investment made by a foundation to support a charitable initiative. The investment can be counted toward a foundation’s 5% distribution requirement as long as it serves a charitable purpose and meets a few basic requirements. For small foundations, PRIs can be an effective way to leverage limited assets. While slightly different from traditional grantmaking, PRI-making needn’t be intimidating. As a grantmaker, you already have most of the tools and knowledge to make a sound PRI. The best part is that the funds come back to the foundation to be used for other PRIs or for grants! Join PRI experts and your peers for a dynamic lunch discussion. A complimentary copy of the new ASF Primer on PRIs will be distributed to all program attendees! Trustees and staff from your own or other foundations are welcome to attend, so please spread the word. About the Speakers Lisa Richter co-founded GPS Capital Partners to assist foundations and other institutional investors to design and implement investment strategy that enhances mission and public purpose goals. GPS designed and delivers the PRI Institute, a comprehensive training program for foundation professionals sponsored by the PRI Makers Network, a grantmaker association of 150 foundations that make PRIs or are planning to do so. Lisa brings to foundation consulting 20 years of development finance experience with ShoreBank Corporation. She received a BA and MBA from the University of Chicago. RSVP: There is no charge for this lunch program. RSVP by March 31 to Akilah Massey at ASF at akilah@smallfoundations.org or toll free (888) 212-9922 with your name, foundation, and affiliation. This program is not an opportunity for solicitation of any kind and is not open to grant seekers.Getting the Biggest Bang for Your Buck and Beyond May 15, 2008 How can you get the biggest bang for your buck with limited dollars? Learn from the experiences of our guest speakers on ways to successfully extend your philanthropic reach well beyond your financial resources through community involvement and information dissemination as well as strategically maximizing creative small grant programs. Through this exploration, you will identify ways that your family foundation can accomplish more with less. Be All That You Can Be: Releasing Your Inner Philanthropist Guest Speaker: Chris Weil, The Patricia and Christopher Weil Family Foundation Donors give “with strings attached” – and rightly so. We expect that grantees will put money to good use, evidence prudent management, produce positive outcomes and so on – all strings or conditions that come as part of the granting process. But other factors that impact philanthropy have nothing to do with grantees: these are the “strings” that shape us as grantmakers. Our personality, experiences, and perspectives both define who we are and influence how we give. In an invigorating dinner workshop, we will explore how what we bring to philanthropy impacts how effectively we give, and how we can become even more engaged philanthropists, whether as staff or trustees. Join Family Foundation Trustee, CEO, entrepreneur, and SDG board member Chris Weil for this fascinating conversation. Family Foundation Exchange (FFE) The Family Foundation Exchange brings together family foundation representatives in a small group setting to explore new avenues of grantmaking, gain skills and knowledge, and find support and encouragement among peers. Location for all sessions: Northern Trust, 4370 La Jolla Village Drive, San Diego, CA 92122 April 15, 2008 June 10, 2008 September 9, 2008 November 18, 2008 Family Philanthropy Teleconferences Helping the Working Poor Climb Out of Poverty Speakers: Amanda Feinstein, Program Officer, Economic Security, The Walter & Elise Haas Fund This call will highlight strategies used by family foundations to ensure more low-income families receive the Earned Income Tax Credit and will provide an overview of strategies designed to expand asset creation, accumulation, retention and protection. Click here for more information on this Family Funders Network teleconference. The Many Hats of Non-Family Staff Members Speaker: Gary Tobin, Ph.D., President, Institute for Jewish & Community Research Staff members who work with family foundations and donor-advised funds are often called to play many roles including grants advisor, family mediator, management consultant, sibling go-between, psychologist, and jack of all trades. Whether you currently work with staff or are considering hiring a staff person, you won’t want to miss this discussion of how to define roles, determine what’s appropriate, and make the staff-family relationship productive and successful. |
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About this Publication |
Additional Information | ||
| Family Ties is published electronically a few times a year for our San Diego Grantmakers Family Foundation members. 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. |
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Copies of past editions are archived here: News You Can Use. For questions or comments about SDGrantmakers or our newsletters (or to suggest article ideas or submit news items), contact Nancy Jamison, 619/744.2180 or nancy@SDGrantmakers.org . If you do not wish to receive these newsletters, send an email to nancy@SDGrantmakers.org requesting to unsubscribe in the body of the email. FUNDRAISING STIPULATION: SDG was developed so that grantmakers (staff and trustees) could talk candidly with their peers about the challenges they face. With that in mind, we wish to impress upon members and potential members that fundraising or marketing is not allowed at any of SDG’s programs, meetings, or other events. |
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