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San Diego Grantmakers Update
"The older I've gotten, the more I've come to believe that leadership is a way of being, not a set of competencies or skills."
--James A. Joseph
 


May 2009
In This Issue
Quick Links
 
Welcome New Member Quidel Corporation    

SDG welcomes Quidel Corporation as a new member. Quidel has been in the news lately for their flu test.  
Register Now:  2009 SDG Annual Conference on October 29 
 
San Diego Grantmakers is pleased to announce that the 2009 SDG Annual Conference will be held on Thursday, October 29. We will be returning to the lovely Joe and Vi Jacobs Center again this year.  Stay tuned for exciting news about our speakers and workshop topics! The theme this year is "The Future of Philanthropy: Creating Silver Linings." During these troubled economic times, we believe that it is more important than ever for members of the local philanthropic community to connect with each other and learn how to have greater impact, even with limited funds available.
 
Register now for the conference!   
 
San Diego Grantmakers gratefully acknowledges the support of our early-bird conference sponsors:  Sempra Energy, Qualcomm Incorporated, AMN Healthcare, and Change a Life Foundation
 
Interested in sponsoring? Click here (pdf) to download a sponsorship form. 
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.
 
SDG welcomes our new intern, Sarah Sanqui. Sarah is a student at UCSD.
 
The Bank of America Charitable Foundation is now accepting applications for its annual Neighborhood Excellence Initiative. Area nonprofits can apply online for Neighborhood Builder awards, which grant $200,000 in unrestricted funds and leadership training over two years.  Also, community volunteers can receive a Local Heroes award, with the bank giving $5,000 to an eligible nonprofit of the winners' choice.
 
 
Jennifer Vanica and Rocque Barrios of the Jacobs Center for Neighborhood Innovation each spoke at the recent COF conference in Atlanta. 
 
The Jewish Community Foundation will offer its third philanthropy camp for high school students this summer. 
 
The Kenneth A. Picerne Foundation has launched a new project called the Social Entrepreneur Fund and has relocated its offices in San Juan Capistrano. 
 
The Leichtag Family Foundation has a new website. 
 
Life Technologies (formerly Invitrogen) held a Global Volunteer Day on May 13. 
 
The San Diego Foundation released a research report (pdf), "Our Region's Future Funding:  The Transfer of Wealth in San Diego County Over the Next 25 Years."
 
The United Way of San Diego County's grants to agencies serving the homeless were featured in a Union-Tribune article.
Featured Member Benefits 
 
Your membership in SDG includes a host of different benefits! We wanted to remind you of just a few.  Note:  you will need your SDG username and password to log in to these members-only features (contact us if you need the login info).
  • The SDG Member Directory:  Only SDG members have access to this online directory.  Use it to locate contact information for your colleagues or new funding partners.  You can search by organization, individual name, giving area or giving level. 
  • Past Program Materials:  Wonder what you've missed at past SDG programs and events?  Check the members-only section of our website for a repository of materials (presentations, handouts, and resources) from past programs like "Social Innovation, Social Entrepreneurship and Cross Sector Partnerships" on May 8, or "Current Trends in Corporate Volunteerism" on April 30.

If you have questions about these or any other SDG member benefits, just let us know!

New Report on Giving Circle Impact 
 
Giving circles have emerged the last decade as a growing and significant philanthropic trend among donors of all wealth levels and backgrounds.  Past studies have shown that the number of giving circles has exploded across the country and that they are an established philanthropic force.  A new report (pdf) released by the University of Nebraska at Omaha, the Forum of Regional Associations of Grantmakers, and the Center on Philanthropy at Indiana University, "The Impact of Giving Together" specifically examines the impact of giving circles on members' giving and civic engagement.  It finds that donors say they give more, give more strategically, and are more knowledgeable about nonprofit organizations and problems in their communities when they participate in giving circles. 
Philanthropic Headlines
 
Wall Street Journal:  Tough Times Call for Smarter Giving
"When wallets get lean, checkbooks tend to stay closed -- and checks to charity become rarer.
Amid the recession and stock-market losses, philanthropy consultants say all donors are re-evaluating their giving. Those who would normally give new charities a chance are sticking with groups they know. Some are giving smaller gifts or none at all. Over the past year, a number of corporations have ended or trimmed their matching-gift programs."
 
Chronicle: 
America's Top Philanthropists Hold Private Meeting to Discuss Global Problems
"In a quiet meeting closed to the news media and the public, Bill Gates, David Rockefeller Sr., Oprah Winfrey, and other leading philanthropists met in New York this month to discuss ways to promote charitable giving and make their philanthropy more effective in fighting problems at home and abroad."
"Women are taking an increasingly prominent role in determining their household's charitable giving, with high-income women in particular more likely to seek financial advice and use sophisticated methods when making donations, according to a new study sponsored by Fidelity Charitable Gift Fund." 
 
Wall Street Journal:  Philanthropists Set Spending Deadlines
"A growing number of philanthropists are adopting spending deadlines and sunset provisions to ensure urgent global needs are addressed in a timely way."
Resources
 
Project Streamline Spring09newsie New Project Streamline Newsletter
Project Streamline, a collaborative initiative of eight organizations, including The Forum of Regional Associations of Grantmakers, is working to improve grant application and reporting in ways that reduce costs for both grantmakers and grantseekers. Check out the Spring 2009 online newsletter to learn how grantmakers are right-sizing application and reporting requirements.

 
E-Book:  Wit and Wisdom
Wit and Wisdom:  Unleashing the Philanthropic Imagination contains interviews with philanthropic leaders, including Ambassador James Joseph, Linetta Gilbert, Tom Wacaster, Gayle Williams, Sybil Jordan Hampton, Jack Murrah, Sherry Magill, Karl Stauber, and Lynn Huntley, with a closing essay by Emmett Carson.  Click here to download the book (free) or read chapters online. 
 
2009 Proxy Preview:  Helping Foundations Align Investment and Mission
As You Sow provides a guide (pdf) to proxy voting as a way for foundations to leverage assets to fulfill missions by backing corporate social and environmental practices. 

Foundation Diversity Policies and Practices Toolkit
This new toolkit (large pdf), produced by The California Endowment, shows the breadth of diversity as it is addressed throughout many aspects of grantmaking. The toolkit offers a sampling of the statements, forms and templates currently employed by leading foundations, for the purpose of helping other interested funders to advance their own inclusion efforts.
 
Private Foundation Update:  What You Need to Know for 2009
Thanks to Northern Trust for sharing this
handout (pdf) prepared by their Tax Strategist, Grace Allison.  
 
Philanthropic Capacity Building Resources (PCBR) Database
The searchable PCBR database (maintained by the Human Interaction Resource Institute) contains 401 descriptions of capacity-building programs being carried out by U.S. foundations. PCBR also contains 25 profiles of intermediary organizations that serve as bridges between foundations and nonprofits.
Upcoming SDG Programs
   
Philanthropy and the Economy: Education Funding, Challenges and Opportunities
June 1, 2009, 1:30-3:30pm
USD School of Leadership and Education Sciences, Mother Rosalie Hill Hall Room 127,
5998 Alcala Park, San Diego, CA 92110
 
An Entrepreneurial Spirit: Rockefeller Family Philanthropy
June 3, 2009, 12:00-2:00pm
Hyatt Regency La Jolla, 3777 La Jolla Village Drive, La Jolla, CA 92122
 
Looking for the Upside in the Downturn: Time Tested Models of Nonprofit Innovation
(Organized by the Caster Family Center for Nonprofit Research at USD and underwritten by US Bank) 
June 5, 2009, 8:00am-12:30pm
USD School of Leadership and Education Sciences, Mother Rosalie Hill Hall, Warren Auditorium, 5998 Alcala Park, San Diego, 92110
 
The San Diego Foundation, 2508 Historic Decatur Rd, Ste 200, San Diego CA 92106
 
The Changing Face of Poverty in San Diego
June 25, 2009, 12:00-2:00pm
Jewish Community Foundation, 4950 Murphy Canyon Rd, San Diego 92123

Return on Investment (ROI) Teleconference Series for Corporate Funders
July 8, 15, and 22, 2009, 10:00-11:00am

Teleconference  
 
NEW!
Story Savvy: A Workshop for Grantmakers
July 10, 2009, 8:30-11:30am

Location TBA
Registration Fee:  $50 (SDG member rate)
   
Save the Date! 2009 SDG Annual Conference
The Future of Philanthropy: Creating Silver Linings
October 29, 2009, 9:00am-5:30pm
Joe and Vi Jacobs Center, 404 Euclid Ave, San Diego 92114
Mark your calendars and 
register now for the premier local philanthropy event of the year!
 
Click here for a complete list of SDG programs. To RSVP, please call (619) 744-2180 or email programs@sdgrantmakers.org (include your full name and organizational affiliation with your response, please).
 
Reminder:  SDG programs are open only to member grantmakers and nonmember grantmakers as invited.  
Other Events of Interest  
 
PRI Institute
June 24-26, 2009
Baltimore, MD 
        
ASF Multi-Generational Family Retreat
July 31-August 1, 2009
Lakeville, CT 
 
September 22-24, 2009
Minneapolis, MN
 
COF Community Foundation Conference
October 5-7, 2009
San Antonio, TX
This online SDGrantmakers Update is published by San Diego Grantmakers to help SDG members meet the challenges of philanthropy today. 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. 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.
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