In This Issue

Upcoming Programs

  • Funding & Solving Homelessness in San Diego
    December 11, 2006, 10:00am-12:00pm
  • Child Welfare Funders Session
    December 11, 2006, 12:30-2:00pm
  • Redefining Public Safety 2: Identifying Strategies to Support Successful Re-Integration for Ex-Offenders, Families and Communities
    December 13, 2006, 9:00-11:00am
  • Exploring a San Diego Workforce Development Collaborative
    December 13, 2006, 1:30-3:30pm
  • A Conversation with GuideStar President and CEO Robert Ottenhoff
    January 31, 2007
  • Truth and Consequences for San Diego: The 2004 Trends and Patterns of California Foundations Report
    February 15, 2007
  • Click here for more programs!

Additional Information

SDGrantmakers Board of Directors

  • Allison Kelly, Chair
    QUALCOMM Inc.
  • Gregory Hall, Vice Chair and Treasurer
    The California Endowment
  • Joanne Pastula, Secretary
    The Thomas C. Ackerman Foundation
  • Julie Fry
    The San Diego Foundation
  • Valerie Jacobs
    Jacobs Family Foundation
  • Tim McCarthy
    McCarthy Family Foundation
  • Judy McDonald
    The Parker Foundation
  • Kathy Patoff
    Union Bank of California
  • Kelly Prasser
    Sempra Energy
  • Douglas Sawyer
    United Way of San Diego County
  • Jan Tuttleman
    Jewish Community Foundation

SDGrantmakers Staff

SD Grantmakers In Depth Philanthropy & Washington

  November/December 2006

This SDG IN DEPTH online monthly publication is developed, in lieu of a printed newsletter, by San Diego Grantmakers to keep you informed about special topics of interest to grantmakers. Feel free to forward, print out, and/or refer to it later as desired! In addition to IN DEPTH, we also publish SDG Update, a monthly member online newsletter. 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.


Impact of the 2006 Elections

There has been much in the news in recent weeks about the impact of November's elections and the shift to Democratic leadership on the nonprofit and philanthropic sector. On the Senate side, incoming Finance Committee Chair Max Baucus is expected by some to continue the course charted by Senator Charles Grassley to improve accountability and oversight of charitable sector organizations. Others, however, are predicting a shift to other priorities. Rep. Charles Rangel, who will take the reins of the House Ways and Means Committee, is expected to be more sympathetic to the charitable sector and to pursue different priorities than his predecessor, Rep. Bill Thomas. The Chronicle of Philanthropy has predicted that the sector is less likely to face new regulations, but also less likely to succeed in convincing Congress to pass new charitable giving incentives.

These changes reinforce the importance of funders reaching out to new and returning members of Congress to build and strengthen relationships. Independent Sector is planning a series of briefings, and SDG will be sending a delegation to Foundations on the Hill in late February (see article below).

For more coverage and opinion on the election impact, click for a Philanthropy Journal article, a Nonprofit Times article and Foundation Center summary, a Chicago Tribune article, and the speech given by Sen. Baucus at a COF conference.


Foundations on the Hill: Save the Date! February 27-28, 2007

Foundations on the Hill, co-sponsored by the Council on Foundations and the Forum of Regional Associations of Grantmakers, is an opportunity for grantmakers to share their views directly with their members of Congress on Capitol Hill. We will be meeting with Senators and Representatives in the California delegation. Next year's event will occur on February 27-28, 2007. Click here for information about joining the SDG delegation to Washington, DC!

Resources on New Charitable Provisions

On August 17, 2006, the Pension Protection Act of 2006 (H.R. 4) became law, impacting grantmakers and donors. The new charitable provisions include the first comprehensive regulation of donor-advised funds, as well as reforms or incentives that will affect private foundations, supporting organizations and individual donors. The provisions are many and complex, but SDG has a brief overview of what the new law could mean for you: click here to download.

This month, the Internal Revenue Service announced that it will provide interim guidance on the supporting organization and donor-advised fund reforms included in the law. The notice includes language for private foundations that make grants to supporting organizations. Click here to read it.

The notice provides guidance on four aspects:

1.      Section 3 provides criteria for private foundations that might make distributions to supporting organizations that can be used to determine whether an organization is a Type I, Type II or functionally integrated Type III supporting organization. Section 3 also provides criteria for both private foundations and donor-advised funds for determining whether a supporting organization, or any of its supported organizations, is controlled by a disqualified person.

2.      Section 4 clarifies the date of applicability for the new excise tax on certain excess benefit transactions involving supporting organizations.

3.      Section 5.01 excludes certain employer-sponsored disaster relief funds from the definition of donor-advised fund.

4.      Section 5.02 clarifies how the IRS will apply the new section 4966(a) excise taxes with respect to payments made pursuant to educational grants awarded prior to the date of the enactment of the Protection Pension Act.

Click here for additional COF resources on the law.


New Report on Philanthropic Accountability

From the Foundation Center: The National Committee for Responsive Philanthropy has released a report that proposes guidelines for foundations and nonprofits designed to help them regain the public's trust and strengthen the sector.

Funded by the Ford Foundation, the report, Building Solid Foundations: New Approaches to Substantive Philanthropic Accountability, addresses two fundamental questions: What is the substantive value of philanthropy, and to whom are foundations substantially accountable? According to the report, recent attempts to create a more accountable sector have been hindered by an inability to prioritize next steps and the narrowing of the debate to an "either/or" framework that limits the scope of possible solutions. The report provides examples that support a short list of suggestions which foundations, government, and nonprofits can implement together to improve the effectiveness of American philanthropy.


Upcoming SDG Programs

Funding & Solving Homelessness in San Diego
December 11, 2006, 10:00am-12:00pm

Location: Alliance Healthcare Foundation, 9325 Sky Park Ct, Ste 350

An update on the Corporation for Supportive Housing will be presented, as well as discussion of 2007 plans.

Child Welfare Funders Session
December 11, 2006, 12:30-2:00pm
Location: The California Endowment, 600 W. Broadway, Suite 1250

Dr. Peter Pecora, Director of Research Studies for Casey Family Programs, will discuss the findings of the recently published “Improving Family Foster Care—Findings from the Northwest Foster Care Alumni Study.”

Redefining Public Safety 2: Identifying Strategies to Support Successful Re-Integration for Ex-Offenders, Families and Communities
December 13, 2006, 9:00-11:00am
Location: The California Endowment, 600 W. Broadway, Ste 1250

This meeting builds on the recent "Redefining Public Safety: An Examination of Root Causes" session, which focused on how our public safety system impacts families and communities.

Exploring a San Diego Workforce Development Collaborative
December 13, 2006, 1:30-3:30pm
Location: The California Endowment, 600 W. Broadway, Ste 1250

Join us for the third in a series of meetings to examine the possibility of forming a workforce development collaborative for funders with the goal of qualifying for California Employee Development Department matching funds of up to 1.3 million dollars.

A Conversation with GuideStar President and CEO Robert Ottenhoff
January 31, 2007, 12:00-2:00pm (tentative time)
Location: TBA

GuideStar is a leading source of information on US nonprofits with a searchable database of more than 1.5 million IRS-recognized nonprofit organizations. 

Truth and Consequences for San Diego: The 2004 Trends and Patterns of California Foundations Report
February 15, 2007, 12:00-2:00pm (tentative time)

Jim Ferris, Director, The Center on Philanthropy and Public Policy, will present the findings from the recently released study-California Foundations 2004: Trends and Patterns of California Foundations published by The Center on Philanthropy and Public Policy.

All programs are free for SDG members except where indicated. To RSVP, please call (619) 744-2180 or email programs@sdgrantmakers.org.


For questions or comments about SDGrantmakers or to submit articles for our online publications, visit www.SDGrantmakers.org or contact Nancy Jamison, 619/744.2180 or Nancy@SDGrantmakers.org. This online update is a service to San Diego Grantmakers members. Copies of past editions are archived here: News You Can Use.

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Copyright 2006 — SD Grantmakers — All Rights Reserved