SD Grantmakers Update

  July 2008

"We are responsible for the world in which we find ourselves, if only because we are the only sentient force which can change it."--James Baldwin


In This Issue

Essential Skills & Strategies for Grantmakers Workshop

Essential Skills and Strategies logo August 18, 2008
Sheraton La Jolla Hotel
La Jolla, CA

San Diego Grantmakers, the Council on Foundations and the Forum of Regional Associations of Grantmakers are joining together to bring you an Essential Skills and Strategies Workshop—a comprehensive program for grantmaking staff and trustees. Grantmaking professionals will develop a framework and learn about best practices for ethical and effective grantmaking. This workshop will be relevant for a broad audience of all types and levels of grantmakers.

Workshop Location and Lodging 
Sheraton La Jolla Hotel 
3299 Holiday Court  
La Jolla, CA 92037 

Members (SDG and COF): $199.00
Nonmembers:  $299.00
*Prices include all materials and meals 

Register Today--space is limited to 35 participants.  Download the registration form and return it by fax or mail it to the Council on Foundations. 

Workshop Sessions:

  • Making Sound Funding Decisions
  • Communicating Funding Recommendations and Decisions
  • Maximizing the Impact of Grants
  • Managing Personal and Professional Challenges

For more information about the program, click here, or contact Phyllis Levine at and 619/744-2180.

Thursdays with SDG August Program

Join us for 2008's Thursdays with SDG monthly program series. Next month's session:

A National View: Current Trends in Corporate Philanthropy
August 28, 2008    
8:30-10:30 am

Host/Location: AMN Healthcare, 12400 High Bluff Drive, San Diego 92130 (NOTE: different location than other Thursday programs)

Margaret Coady, CECP Corporate Giving Standards Program Manager

The Committee Encouraging Corporate Philanthropy (CECP) mission is to lead the business community in raising the level and quality of corporate community investment. CECP is a consortium of CEOs and Chairpersons from major firms who understand that community investment is a necessary component of any sustainable business plan. In partnership with over 150 leading companies, CECP has collected and analyzed detailed data on nearly $50 billion in corporate social investment—leading to unprecedented storehouse of information on current trends and best practices that businesses of all sizes can learn from and leverage. As a starting point for our interactive discussion on emerging trends, CECP Corporate Giving Standards Program Manager Margaret Coady will present an in-depth look at how corporate giving is changing, as well as address specific issues such as matching gifts, volunteerism, staffing and how to put benchmarking data to use at your company.

RSVP Required: or 619/744-2180.

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

San Diego Grantmakers is seeking to hire a part-time Administrative Coordinator. Click here for the job description. Also, SDG welcomes our newest intern, Jocelyn Hsiao. Joceyln is a student at UCSD majoring in Economics and Molecular Biology.

SDG members Bob Kelly, President and CEO of The San Diego Foundation, and Christy Wilson, Executive Director of the Rancho Santa Fe Foundation, along with SDG Executive Director Nancy Jamison, spoke on a June 6 panel of the San Diego Association of Fundraising Professionals.

Alliance Healthcare Foundation is seeking a Program Officer. Click here for the job description.

Amylin's involvement with and support for UCSD received recognition in this article.

In 2010, The California Endowment will embark on a new, 10-year strategic direction: Building Healthy Communities, to support the development of communities where kids and youth are healthy, safe and ready to learn. Check out the new website that explains this strategic direction.

The California Wellness Foundation's 2007 Annual Report is now available online.

The Foundation for Change announced the award of $64,450 in grants to grassroots groups working for social justice in San Diego and Tijuana through three special initiatives -- the FEX/Media Justice Fund, the San Diego LGBT Pride Fund and the Fires-Fund for Change.

Susan Hoover Miller, CFRE, a fundraising professional with over twenty years experience, has joined the Kenneth A. Picerne Foundation as Development Director.  Susan will create and implement development plans that will sustain successful foundation programs like the Senior Artist Project. Click here for more info.

The Legler Benbough Foundation has been selected as the Outstanding Philanthropic Organization for the 2008 National Philanthropy Day Awards sponsored by the Association of Fundraising Professionals, San Diego Chapter. Congrats!

Qualcomm is hosting a community workshop for 501c3 nonprofit organizations providing services in the areas of education, health and human services, and the arts.  The workshop, to be held August 19 from 9-10am, is designed to provide information about giving, volunteerism, and matching grant programs. Click here to register.

San Diego Social Venture Partners has announced that ElderLaw & Advocacy and ElderHelp will each receive approximately $250,000 in cash and in-kind services over the next 3 years. Elder Law & Advocacy provides pro bono legal services to elderly clients. ElderHelp provides personal services and information that help seniors remain independent.

Katherine Crow has accepted the position of Executive Director of WebMD Health Foundation and The Rose Foundation.

Report on Public Confidence in San Diego Nonprofits

Appreciated Sector Report Save the Date: Session on Public Confidence in San Diego Nonprofits
The San Diego Foundation will host a session on October 2 from 9:00–11:00am about the recent USD report: The Appreciated Sector: Public Confidence in San Diego County Nonprofit Organizations (pdf). The report presents results of a survey of residents' awareness of local nonprofit organizations and sub-sectors, their confidence in the sector's ability to deliver services and to spend funds wisely, and their involvement through donations and volunteerism. Funded by The San Diego Foundation and produced by the Institute for Nonprofit Education and Research at University of San Diego. More details on the event to follow; RSVP to

Information on Self-Sufficiency for San Diego Families and Seniors

On June 26, Alliance Healthcare Foundation and San Diego Grantmakers hosted a breakfast briefing on "Self-Sufficiency in San Diego County for Families and Seniors" with guest speaker Susie Smith, the Director of Californians For Economic Security (CFES), Insight Center for Community Economic Development. CFES is a statewide, research-driven initiative to raise awareness and shape policy to ensure that all Californians can live with dignity and economic well-being. CFES focuses on two vulnerable populations: families with children and seniors, and has developed standards to measure how much it costs these groups to live and meet basic needs in each county in California. The group has found that 30% of families in California have incomes too low to make ends meet; however, according to the Federal Poverty Line, only 11% of families are considered “poor” in California. At the program, we learned how funders can use CFES data to evaluate grantmaking and our progress in moving families and seniors to economic security. For those who were unable to attend, we are sharing the materials from the program here:

  • Click here for the Power Point.
  • Click here for Elder Economic Security Standard Index FAQ.
  • Click here for How to Use the California Family Economic Self-Sufficiency Standard FAQ.
  • Click here for Family FAQ.

Diversity in Philanthropy Updates and Resources

Have you visited SDG's Diversity in Philanthropy website (member login required) lately? We are continually adding information to the site. Among the recent additions:

Philanthropic Headlines

BusinessWeek Opinion: Corporate Social Irresponsibility
"Too prevalent today are heavily promoted, self-generated snippets designed to show how businesses are meeting their obligations to society. Paid advertisements that wave banners about how companies address global warming, curb health-care costs, or improve public education often are smoke screens to hide a troubling trend: the significant falloff in corporate charitable contributions."

Cleveland Plain Dealer Opinion: Charity's New Bottom Line: Trust
"Several prominent nonprofit groups in recent years have acted in ways that undermine public confidence. Greed, mismanagement and in some cases outright dishonesty by officials of these organizations have created doubts in the minds of many donors whether charitable giving is the best way to use scarce resources. Eventually this growing unease will exact a price. While the economy will recover, recovering lost trust could prove a far-more difficult matter."

Financial Times: Pull the Right Levers for Maximum Effect
"Leverage is critical to effective philanthropy. Philanthropic leverage is a donor’s ability to impart social benefit greater than the dollar amount of his or her gift. This is achieved through the application of experience, insight, partnerships, and yes, money. Indeed, the multiplier effect that leverage creates is the reason our government provides foundations with such generous tax incentives. In an economic downturn such as the one we are experiencing, the need for philanthropic leverage is even more crucial because the relative value of a foundation’s gift is diminished."

NYT Op-Ed: Dog Eat Your Taxes?
"The latest news from the Palace, that Leona Helmsley left instructions that her charitable bequest of as much as $8 billion be used for the care and welfare of dogs, rubs our noses in the tax deduction for charitable gifts and its common vehicle, the perpetual private foundation. Together these provide a mechanism by which American taxpayers subsidize the whims of the rich and fulfill their fantasies of immortality." Click here for a related SSIR blog post by Todd Cohen arguing for changing the regulation of charitable giving, and click here for Steve Gunderson's response to the NYT Op-Ed.

Philanthropy Journal Column: Foundation Strategies are Wholly Arbitrary
"How do we come up with these ideas about the various foundation funding priorities and the resultant programs and strategies? Where do we get our information, and how do we choose among the hundreds of choices? And, importantly, why do we often land on programs and strategies that don't resonate with anyone but fellow philanthropists? Having spent over 20 years doing this work, I can tell you that the process, although cloaked in information-gathering and community input, is wholly arbitrary."

Forbes: Economy Slows, Wealthy Giving Grows
"America's wealthiest are upping their contributions to charity, even with the country on the brink of recession. A new survey by the private wealth-research firm Prince & Associates found that six in 10 Americans with net worths over $30 million intend to give more this year than they did last."


New Measure of Human Well-Being
The American Human Development Project has announced the introduction of the American Human Development Index, a single measure of well-being for all Americans based on indicators in the areas of health, education, and income. The project used the index to help compile its new report, The Measure of America: American Human Development Report 2008-2009 (executive summary, PDF) which provides a snapshot of Americans' well-being by state, congressional district, gender, race, and ethnicity. Click here to access the project's interactive maps (where you can view data on California or even the San Diego congressional districts).

William and Flora Hewlett Foundation Report on Evaluating Program Investments
Making Every Dollar Count: How Expected Return Can Transform Philanthropy describes the benefits and methods of a quantitative process for evaluating potential program investments — based on benefit, likelihood of success, the philanthropy's contribution, and cost — to maximize the return on limited resources.

Intro to New Technology for Grantmakers
Web 2.0 for Grantmakers
from Blueprint Research helps grantmakers to learn about Web 2.0 tools like wikis, tagging, podcasts, and shares examples of their use in the field.

Bridgespan Article on Nonprofit Overhead Costs
This article (pdf) offers steps towards breaking down the vicious cycle of misleading reporting, unrealistic expectations, and pressure to conform. It is based largely on in-depth profiles of four youth-serving nonprofits that have managed to expand their capacities in critical ways despite the cycle’s pressures.

Arabella Philanthropic Advisors List of High-Impact Giving Opportunities
This list provides a perspective on strategic giving for donors, whether they are able to give $100, $100,000 or $1 million. High-Impact Giving Opportunities identifies often unrecognized but high-impact philanthropic issues to guide individuals in making end-of-year contributions and thinking strategically about philanthropy in 2008 and beyond.

Save the Date: SDG Annual Conference October 23

SDG AC 2008

Join us at the premier event for grantmakers in our region: your chance to develop your skills while you network with a wide variety of grantmakers from private, family, public, community, and corporate foundations and giving programs as well as donor-advised funds. Our keynote speakers this year are Andy Goodman, a nationally recognized author, consultant and speaker who helps foundations communicate more effectively in pursuit of their missions, and Joel Kotkin, an engaging presenter and a highly respected author of many publications including The City: A Global History. Click here for more information, click here to register, and watch for more details coming soon!

Thursday, October 23, 2008
Location: Joe and Vi Jacobs Center, 404 Euclid Avenue, San Diego, CA

Upcoming SDG Programs

Click here for a complete listing of SDG Programs.

Essential Skills & Strategies for Grantmakers Workshop
August 18, 2008, 8:00am-5:00pm (Breakfast and lunch served)
Location: Sheraton La Jolla, 3299 Holiday Court, La Jolla, CA 92037
$199 for SDG and COF members

Thursdays with SDG: A National View: Current Trends in Corporate Philanthropy
August 28, 2008, 8:30-10:30 a.m. (Light breakfast served)
AMN Healthcare, 12400 High Bluff Drive, San Diego, 92130

Thursdays with SDG: Be All That You Can Be: Releasing Your Inner Philanthropist
September 18, 2008, 6:30-8:30pm (Dinner Served)
Location: TBA

Making a Difference: Linking Your Core Business to Strategic Corporate Citizenship
September 26, 2008
Registration/Networking 8:00-8:30am
Program 8:30-10:30am

Sponsor and Host: Amylin Pharmaceuticals, Inc., 9360 Towne Centre Drive, San Diego 92121

San Diego Grantmakers 2008 Annual Conference: MAPPING THE IMPACT OF SAN DIEGO PHILANTHROPY
October 23, 2008, 9:30am-5:30pm (Breakfast and lunch served)
Joe and Vi Jacobs Center, 404 Euclid Avenue, San Diego, CA
$125 for SDG members, $175 for nonmember grantmakers

Working Group Meetings

Workforce Funders: August 13
Homelessness Working Group: August 11
Child Welfare Funders: August 26
San Diego Neighborhood Funders: September 5
Family Foundation Exchange: September 9

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

Other Events of Interest

Changemakers Webinar: Tools for Supporting Donors of Color
August 4, 2008
11:00am Pacific

Market-based Solutions to Social Problems–New Strategies for Action
August 7, 2008, 12:00-2:00pm
San Diego, CA

Hispanics in Philanthropy and COF Tour for Philanthropists
From Guanajuato to North Carolina: A Tale of Two States

September 7-13, 2008 
North Carolina and Mexico

California Grantmakers in the Arts State-Wide Meeting
September 9, 2008
San Diego, CA

COF Seminar: Achieving Excellence in Investment Management Strategies
September 11–12, 2008
Arlington, VA

Association of Small Foundations National Conference (SDG members can register at the member rate--mention discount code COLLEAGUE!)
September 18-20, 2008
Denver, CO

GEO, Engage for Results: Involving Grantees in Your Grantmaking Strategies
September 25-26, 2008
San Francisco, CA

Global Strategic Management Institute CSR Performance 2008
September 30-October 2, 2008
San Diego, CA

The Grantmaking School: Advanced Grant Portfolio Management I & II
October 22-24, 2008
Las Vegas, NV

Business for Social Responsibility Conference
November 4-7, 2008
New York, NY

University of San Diego's Fifth Annual Nonprofit Governance Symposium (SDG is a sponsor)
January 9-10, 2009
San Diego, CA
If you are interested in sponsoring this event, contact Laura B. Stein at (619) 260-7442.

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 Copies of past editions are archived here. Contact Nancy Jamison, 619/744.2180 or to suggest article ideas or submit news items, or if you no longer wish to receive these updates.

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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