In this Issue:

• Join Us at the Annual Conference!
• Session and Speaker Information
• Agenda
• Registration
• Logistics
• Sponsors
• Planning Committee
• Upcoming Programs

Join Us at the Annual Conference!

Dear SDG Member,

This year’s San Diego Grantmakers Annual Conference is going to be simply spectacular! I know I join with the SDG Board of Directors and the SDG Annual Conference Committee when I say that we really hope you will attend this premier learning and networking event for grantmakers in the San Diego region. It is a once-a-year opportunity to connect, learn, reflect and refresh--an important day to come together with your colleagues and discover ways to strengthen your philanthropy. No matter what the type, shape, or size of your giving--be it independent, family, community, corporate giving program or foundation, public, individual or giving circle--you will leave with invigorating new ideas about how to give in the most effective ways. Read below for details, or click here (pdf) to download the conference invitation. You will see that this year's program features significant and impressive national experts who will both inspire you and expose you to the very best practices in strategic grantmaking. At the end of the day you will return to grantmaking with new tools and refreshed passion. If you only come to one SDG event all year, we hope you will make it the SDG Annual Conference!

Huge and heartfelt thanks to our generous Annual Conference Sponsors and dedicated Annual Conference Committee. See you on November 8!

Sincerely,
Nancy Jamison
SDG Executive Director

Note: printed invitations are on their way in the postal mail with the RSVP form, or you can use this pdf to print one. For more info or additional invitations, email us or call 619-744-2180.

Session and Speaker Information

Plenaries
Our keynote speakers are:

Morning Plenary
"Influenced by Inspiration: Impressions from a Philanthropic Leader"

Peter Hero: Senior Advisor to the CEO of Silicon Valley Community Foundation and the former president of Community Foundation Silicon Valley. During his 17-year tenure, Community Foundation Silicon Valley grew from a small foundation with less than $10 million in assets and only three staff to a regional center for philanthropy, with more than 600 philanthropic funds under its umbrella, including 12 supporting foundations and 25 corporate advised funds. Peter is a frequent guest lecturer at Stanford business school and his writing on community development and philanthropy has been published in the United States and Europe.

Afternoon Plenary
"Instruments for Implementation: Increasing your Philanthropic Impact"

Albert Ruesga: Vice President, Programs and Communications, of the Meyer Foundation and chair of Hispanics in Philanthropy.  Before joining the Meyer Foundation, Albert served as the founding director of the New Ventures in Philanthropy initiative of the Forum of Regional Associations of Grantmakers. Prior to that, Albert was the donor resources manager at the Boston Foundation. He is also a volunteer instructor for The Grantmaking School based at Grand Valley State University. Check out his blog!

Morning Workshops
Attendees will choose one morning workshop.

#1: Learning from Stories in Family Philanthropy
Judy Belk, Senior Vice President, Rockefeller Philanthropy Advisors

Hearing stories about how other family foundations deal with problems, find innovative strategies,
and cement mutual values can bring insights that transform your own philanthropy. Judy Belk has
an extensive background in helping family foundations. She will talk about family dynamics, best
practices, and ways to avoid pitfalls. There will be plenty of time for questions to personalize this
session for each attendee. We might even hear a story about the Rockefellers themselves!

#2: Talking with Peter Hero: Emerging Challenges and Opportunities in Philanthropy
Peter Hero, Senior Advisor to the CEO, Silicon Valley Community Foundation

In a more intimate setting, join Peter in a discussion about 21st century philanthropy. Peter will
address globalization, international giving, and the emphasis on mission-related investing and multiple
bottom lines. We will also explore topics like new governmental requirements and advances in
technology that are both accelerating and challenging traditional giving methods. Attend this session
to chat with a philanthropic leader about your organization’s challenges and opportunities.

#3: Bridging the Divide between Philanthropy and Government
Sandra R. Hernández, M.D., Chief Executive Officer, The San Francisco Foundation
Torie Osborn, Senior Advisor to the Mayor of Los Angeles

Philanthropy and government often work in the same funding areas, but usually not in concert.
Traditionally, many philanthropists have shied away from such collaborations due to beliefs that
they are full of stumbling blocks. How can we rethink the opportunities for partnership between
the public and private sectors? Join us for a fascinating session with leaders who have been on both
sides of the divide to discuss philanthropy/government collaborations for the greater community good.

#4: Creating a Culture of Learning: Inspired Evaluation
Fatima Angeles, Director of Evaluation and Organizational Learning, The California Wellness Foundation
Marty Campbell, Vice President for Programs, The James Irvine Foundation
Mark Kramer, Founder and Managing Director, FSG Social Impact Advisors

Evaluation has long been standard practice at large foundations to help grantees improve programs
and demonstrate impact. Increasingly, even smaller foundations are using evaluation creatively,
not only to help organizations strengthen programs but also to improve grantmaking effectiveness.
Learn about innovative approaches and real-life examples of how evaluation can inspire the way
we operate. A recently-released FSG report on evaluation will frame our discussion.

#5: Examining Foundation Ethics and Accountability: Perspectives from Washington D.C.
Steve Gunderson, President & CEO, Council on Foundations
Andrew Schulz, Deputy General Counsel, Council on Foundations

While the core of the philanthropic world conducts its business with great care, abuses are catching
headlines — and the ears of members of Congress. We need to refine the ethical principles that guide
our efforts and to understand legislation that impacts our sector. Hear COF’s thinking about holding
members accountable, the latest legislative trends, and what it all means for the future of philanthropy.

Afternoon Workshops
Attendees will choose one afternoon workshop.

#6: Serving Two Masters: Enhancing the “Corporate” and “Community” Aspects of Your Giving Program
Lois Greco, Senior Vice President and Evaluation Officer, Wachovia Regional Foundation
Thomas W. Knowlton, Vice President and Director, Corporate Citizenship, TCC Group
Mailee Walker, Vice President and Communication/Program Officer, Wachovia Regional Foundation

Increasingly, both consumers and employees want to know how businesses give back, while company
leaders ask how their grant programs are building the corporate brand. Join a discussion about
how the integration of evaluation and communication can serve as a roadmap to help answer these
questions and raise the visibility of corporate community programs and grantee performance. The
session will highlight stories and tools used by Wachovia, draw upon TCC’s experience in the corporate
sector, and give you a chance to discuss your community programs with corporate colleagues.

#7: Talking with Albert Ruesga: What’s Technology Got to Do With It?
Albert Ruesga, philanthropy blogger, White Courtesy Telephone

Most of us probably use “Google” and email in our work every day. But have you been on a blog
or a wiki lately? Or checked out a social networking site or listened to a podcast? Technology is
transforming how information is spread and acquired. How can you use technology to better
communicate with grantees, each other and the community? Albert Ruesga, blogger extraordinaire,
separates the webcasts from the webinars and Bluetooth from the blogs at this fun, interactive session.

#8: Recognizing Nonprofit Diamonds in the Rough
Moderator: Barbara Metzler, local author and entrepreneur
Bob McElroy, Alpha Project
Mary Catherine Swanson, AVID
Joani Wafer, Kids Korps USA

As a grantmaker, can you recognize true talent in potential grantees, or do you always play it
safe? In this session, Barbara Metzler, author of Passionaries: Turning Compassion into Action,
moderates a panel of three passionate and successful nonprofit leaders to discern how grantmakers
can improve our chances of finding the next diamond. We will hear about their earliest funding
challenges, how they overcame their organizations’ lack of track records, what that first grantmaker
saw in them; and what we as grantmakers should look for in our grantees.

#9: Bridging the Divide between Philanthropy and Government
Encore presentation: see description above.

#10: Creating a Culture of Learning: Inspired Evaluation
Encore presentation: see description above.

Agenda

9:30-10:00am Registration & Breakfast

10:00-11:15am Welcome & Opening Plenary
Influenced by Inspiration: Impressions from a Philanthropic Leader
Peter Hero, Senior Advisor to the CEO, Silicon Valley Community Foundation

Peter Hero led the Silicon Valley Community Foundation through a period of enormous
growth and helped to create a culture of giving in that region. Through stories of civic
engagement and grassroots organizing, Mr. Hero will weave strategies for effective grantmaking
with the ultimate outcome of renewed optimism for both funders and grantees.
Mr. Hero will outline a process for building community, leveraging funds, and changing
lives for the better. He will show that well thought-out grantmaking strategies, with an eye
toward a growing sense of common community, result in a culture of civic involvement
that is powerful and inspirational.

11:30am-12:45pm Morning Workshop (attendees will choose one from the list above)

12:45-2:00pm Lunch & Afternoon Plenary
Instruments for Implementation: Increasing your Philanthropic Impact
Albert Ruesga, Vice President, Meyer Foundation; Chair, Hispanics in Philanthropy; blogger

Traditionally, the philanthropic sector has focused its efforts on providing financial support
to direct service programs. Clearly, we need this kind of direct grantmaking, but this is
just one tool in a larger arsenal. It’s an arsenal that we as grantmakers can use to address
important needs and move vital issues forward. Albert Ruesga, Vice President at the
Meyer Foundation and a nationally respected philanthropy blogger and educator, shares
the latest thinking on the subject of strategic grantmaking, including new resources for
increasing the impact of our giving.

2:15-3:30pm Afternoon Workshop (attendees will choose one from the list above)

3:30-4:30pm Closing Remarks & Dessert Reception

Registration

Save your space by email to conference@sdgrantmakers.org, or click here for a registration form that you can mail or fax (note: printed invitations are also on their way in the postal mail with the RSVP form). Reserve your seat today! Registrations are due by October 26, 2007.

The registration fee is $125 per person for San Diego Grantmakers members, and $175 per person for non-member grantmakers.

Logistics

Location & Directions
The conference location is the NTC Promenade, San Diego's destination for arts, culture, science and technology at the former Naval Training Center in Point Loma. Click here for a map and directions. The conference will begin at The Corky McMillin Companies Event Center at 2875 Dewey Road.

Parking
There is a large parking lot near the conference facility. Parking is free.

Questions?
Contact SDG at 619/744-2180 or conference@sdgrantmakers.org.

Sponsors

San Diego Grantmakers gratefully acknowledges the support of Conference Sponsors (list in formation--to become a sponsor, contact us at 619/744-2180 or conference@sdgrantmakers.org or click here to download a sponsorship form).

DIAMOND

GOLD

SILVER

The Legler Benbough Foundation

VENUE SPONSOR

BRONZE

		Szekely Family Foundation
		Tuttleman Family Foundation
		The Patricia and Christopher Weil Family Foundation

HOST
Alan & Louarn Sorkin, Sorkin Family Fund

For information on how to become a conference sponsor, contact SDG at 619/744-2180 or conference@sdgrantmakers.org.

Planning Committee

SDG also wishes to thank the members of the 2007 Annual Conference Planning Committee:

Co-Chairs:
Janine Mason, The Fieldstone Foundation
Charlene Seidle, Jewish Community Foundation

Members:
Jennifer Arrowsmith, QUALCOMM, Inc.
Katherine Crow, Alliance Healthcare Foundation
Alicia Foster, San Diego Women’s Foundation
Marissa Garfield, Jewish Community Foundation
Norm Hapke, Jacobs Family Foundation
Dixie Newman, The Rose Foundation/The WebMD Health Foundation
JR Raines, Union Bank of California
Alan Sorkin, San Diego Social Venture Partners
Nancy Jamison, San Diego Grantmakers
Meghan Duffy, San Diego Grantmakers

Upcoming SDG Programs

Click here for a complete listing of SDG Programs.

Third Thursdays Breakfast Series (Nosh, Network, Knowledge)
Making Measures Work for You: Outcomes and Evaluations
Sept 20, 2007
8:30-10:30am
Location: The San Diego Foundation, 2508 Historic Decatur Road, SD, CA

Adventures in Family Foundation Succession
October 1, 2007
10:00am-12:00pm
Location: NTC Promenade, 2640 Historic Decatur Road, San Diego, CA 92106
Sponsors: McCarthy Family Foundation, Patricia and Christopher Weil Family Foundation, and Toby Wells Foundation

The Power of Women's Philanthropy
October 17, 2007
9:30-11:30am
Location: The Inn at Rancho Santa Fe, 5951 Linea del Cielo, Rancho Santa Fe, CA
$20 per person (includes a light brunch)
Sponsors: San Diego Grantmakers, Jewish Women's Foundation, Rancho Santa Fe Women's Foundation, San Diego Women's Foundation and Foundation for Women, and program partner Women's Funding Network

Third Thursdays Breakfast Series (Nosh, Network, Knowledge)
The ABCs of 123s: A User's Guide to Nonprofit Financials
Oct 18, 2007
8:30-10:30am
Location: The San Diego Foundation, 2508 Historic Decatur Road, SD, CA

SDG 2007 Annual Conference
Strategic Grantmaking: Inspiration to Implementation
November 8, 2007
9:30am-4:30pm
Location: NTC Promenade, 2875 Dewey Road, SD, CA

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.

This SDG IN DEPTH online monthly publication is developed 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! Copies of past editions are archived here.

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.