AGM Members InfoNet
January 21, 2010
Member News | News | Resource Center| AGM Directory | Events
Greetings!
Explore the links below to read news about colleagues in Member News, view
upcoming programs in the Events Calendar and see what's available in the
Resource Center.
Please continue to share your news and announcements with Gail Pinkham to
help promote the good works and best practices in our region throughout the
coming year.
In This Issue
Program Highlights
Member News
Did You Know?
You can search for grantmaking
colleagues in the AGM Member
Directory.
Try it out.
Upcoming Programs:
Tuesday, January 26
8:30 am - 10 am
EPIP Boston New Grantmaker
Quarterly Breakfast
Details
Nonprofits need to focus on mission and improve
efficiencies
Over 200 foundations and nonprofit leaders were
convened by Associated Grant Makers and our partners,
the Boston Foundation, Massachusetts Nonprofit
Network, Third Sector New England, and the United Way
of Massachusetts Bay & Merrimack Valley, for the 2010
State of the Sector Briefing at City Year in Boston on
Tuesday, January 12.
Dr. Robert Triest, vice president and economist of the
Federal Reserve Bank of Boston, provided the audience
with a forecast on the economic environment and outlook
for 2010.
Read highlights from the briefing.
Wednesday, January 27
10:00 am - 12:30 pm
Grants Manager Network Winter
Meeting
Details
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Thursday, January 28
8:30 am - 10:00 am
CEO Roundtable - Working with
our Boards
Details
Rebuilding Haiti - The Bososton Connection
Tuesday, January 26, 2010
Thursday, February 4
9:00 am - 12:00 pm
Meet-the-Donors: North Shore
Funders
Details
Upcoming Programs
8:30 am - 10:30 am
Location: The Boston Foundation
A public forum presented by the Boston Foundation and
co-sponsored by New England International Donors and
Tuesday, February 9
9:30 am - 11:30 am
East Meets West - a Funders
Discussion
Details
Thursday, February 11
12:00 pm - 2:00 pm
SPIFFY Winter Roundtable Technology: Friend or Foe?
Details
View More Programs
Associated Grant Makers.
Details and Registration
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CEO Roundtable - Working with our Boards
Thursday, January 28, 2010
8:30 am - 10:30 am
While the old adage "when you've seen one foundation,
you've seen one foundation," remains true, it is also true
that one commonality shared by foundation CEOs is
managing a relationship with a board of directors or
board of trustees. In the case of corporate funders, this
may take the form of a manager of community relations
working with an internal committee or board. In all
cases, however, as CEOs we rarely have the final
authority for everything, and mange the leadership of our
organizations in partnerships with our boards.
Please join us for the winter CEO roundtable and a
discussion of how we each relate to, manage, and work
with our boards or oversight bodies. Hear from your
peers about their experiences with their boards, and
ways they have learned to structure conversations,
convey challenging news, or develop new directions and
initiatives.
Details and Registration
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SPIFFY Winter Roundtable - Technology: Friend or
Foe?
Thursday, February 11, 2010
12:00 pm - 2:00 pm
Are all technological innovations good things? Are they
useful, or do they cause as many problems as they
"solve?" As small foundations, we often look for ways to
make our workload more efficient and lighter, but
sometimes the application of technology may not be the
most logical way to help either our grantees or ourselves,
and we wonder rightly if it's actually saving us time and
effort or adding one more thing to our plates.
Please join us for the Winter SPIFFY Roundtable. Our
overall theme for the 2009-2010 program year is
innovation, and this roundtable program will focus on the
uses of technology by small foundations and the positive
and challenging aspects of applying certain types of
technological innovations.
This will be a brown-bag lunch, so bring your lunch and
your questions. Beverages and dessert will be provided.
Details and Registration
View Event Calendar for more programs.
Member News
The Endowment for Health, New Hampshire's largest
health foundation, recently awarded more than $212,000
in grants. Awards were made to organizations for the
resources necessary to forward health-related projects
that advance advocacy, public policy, awareness and
capacity building.
"These grants reflect the times by funding gaps
experienced by our state's nonprofits as they work to
meet the critical needs of our residents," said Mary
Vallier-Kaplan, the Endowment's vice president and chief
operating officer.
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United Way of Pioneer Valley recently announced that it
named Sylvia deHaas-Phillips as its senior vice
president for community impact. Ms. deHaas-Phillips will
be responsible for working with community partners to
develop solutions and strategies to address high priority
issues facing the region, an area spanning 25
communities from Holland to South Hadley to Tolland.
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The United Way of Massachusetts Bay and Merrimack
Valley announced that it has donated $20,000 to Catholic
Charities for counseling and crisis management services,
as well as financial support, for local Haitian families
following last week's 7.0-magnitude earthquake in the
Caribbean nation.
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Twelve nonprofits in southeastern Massachusetts recently
received nearly $163,000 in grant funding from the
Community Foundation of Southeastern Massachusetts
and Bristol County Savings Bank.
"These grants are part of our ongoing strategy to fund
programs that are working to increase the region's
historically low levels of educational attainment," said
Craig J. Dutra, president of the Community Foundation of
Southeastern Massachusetts.
More Member News
Announcement
As an AGM Member, one of your benefits is access to the
National Center for Family Philanthropy Online.
The National Center for Family Philanthropy is excited to
announce the launch of its new Family Philanthropy
Online (FP Online) Knowledge Center. Offering new
features and functionality, the new Knowledge Center will
provide a more dynamic and user friendly experience for
our subscribers and their members and donors.
To login you must click here and enter your AGM login
information.
Reports
Amid the country's economic downturn, planned giving
levels by many education grantmakers declined last year.
A new analysis of trends in education philanthropy finds,
however, that a sizable minority of those surveyed said
they expected the grants paid out to hold steady,
compared with 2008. The report by the nonprofit
Grantmakers for Education also notes a growing interest
in collaboration among funders, as well as increased
attention to fueling educational innovations and providing
dollars to support advocacy and public-policy work.
Read Report
-------------A coalition of the nation's leading secular and faith-based
anti-hunger organizations released a report outlining nine
steps to eliminate childhood hunger. Among its
proposals, the report recommends strengthening income
supports and the nutritional safety net. The Roadmap to
End Childhood Hunger also urges policymakers to take
immediate steps such as reauthorizing child nutrition
programs and reforming unemployment insurance to
include part-time workers. The National Anti-Hunger
Organizations drafted the report in response to President
Obama's goal to end childhood hunger by 2015.
Read Report
Current News
Visit AGM's InfoNet News section to stay on top of local
news as it pertains to philanthropy. We comb through a
variety of sources and provide links to relevant news
stories.
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Vol. VII, No. VI
December 2009
In this Issue:
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Recent Program Summaries
Events
Member News
AGF News
Philanthropy Jobs
Giving News
Supporters
News & Notes is a monthly email newsletter designed to keep the Arizona community
updated on local and national developments in the philanthropic sector. This service is
provided free of charge by the Arizona Grantmakers Forum - please feel free to forward
this on to your colleagues.
For previous issues of News & Notes please see our newsletter archives at
www.arizonagrantmakersforum.org/e-news/archives.aspx.
Recent Program Summaries
Multi-Generational Philanthropy - 3rd Annual Art of Giving
Luncheon
Arizona Grantmakers Forum was proud to host a conversation with noted author Nathan
Dungan, founder and president of Share Save Spend, an industry thought-leader on
helping youth and adults link their money decisions to their values. Nathan discussed
what it takes to inspire, motivate and encourage the next generation to achieve longterm success and become stewards in their communities. Click here to view a summary
and event photos.
Breakthroughs in Shared Measurement and Social Impact
A new report by FSG Social Impact Advisors highlights a surprising new breakthrough
which is emerging in the social sector: a handful of innovative organizations have
developed web-based systems for reporting the performance, measuring the outcomes,
and coordinating the efforts of hundreds or even thousands of social enterprises within a
field. The nascent efforts foreshadow profound changes in the vision and effectiveness of
the entire nonprofit sector, revealing important lessons about the power of these
breakthroughs to promote a systemic and adaptive approach to solving social problems.
During his presentation, Mark Kramer of FSG Social Impact Advisors reviewed three
different innovations in shared measurement, including a) Shared measurement
platforms; b) Comparative performance systems; and c) Adaptive learning systems. He
also highlighted the eight common elements of success among the twenty systems that
FSG studied. A video of this program is available to AGF members at the Members Only
website.
Upcoming Programs
Check out the Community Philanthropy Calendar at the AGF website for an updated list
of other local events.
The Arizona We Want
AGF Annual Meeting and Holiday Luncheon
December 17, 2009 11:30 am - 1:30 pm
Sponsored by the McMiles Foundation
Location: The Flinn Foundation
AGF's brief Annual Meeting will be followed by a review of the recent report "The Arizona
We Want" by Dr. Lattie Coor of the Center for the Future of Arizona. This program is
open to all funders.
Lessons Learned from Funder Collaboratives
January 21, 2010, 11:30 am - 1:30 pm
Location: Valley of the Sun United Way
This program will highlight two Arizona funder collaboratives: the Summer Youth
Collaborative and the Choose the Help Campaign. Funders involved in the collaboratives
will speak about the benefits and challenges of their partnerships.
Institute on Corporate Citizenship
Boston College Center for Corporate Citizenship
January 20-22, 2010
Location: Phoenix, AZ
Jewish Funders Network International Conference
Jewish Funders Network
April 11-13, 2010
Location: Phoenix, AZ
Teleconferences/Webinars
None scheduled at this time.
National Conferences
Jan 31-Feb 2, 2010, 2010 Family Philanthropy Conference, Council on
Foundations, San Diego, CA
Mar 10-12, 2010, Taking Risks at a Critical Time, Grantmakers in Health, Orlando,
FL
Mar 15-17, 2010, Streamlining Grantmaking: Charting a Course for Change, Grants
Managers Network 5th Annual Conference, Baltimore, MD
Mar 16-17, 2010, Foundations on the Hill, Council on Foundations and Forum of
Regional Associations of Grantmakers, Washington, D.C.
Mar 19-21, 2010, Creating Change Through Family Philanthropy Retreat: What's
Your 2020 Vision?, Resource Generation National Retreat, Briar Cliff, NY
Apr 12-14, 2010, Unleashing Philanthropy's Potential: Smarter Grantmaking for
Better Results, Grantmakers for Effective Organizations, Pittsburgh, PA
Sep 13-15, 2010, Fall Conference for Community Foundations, Council on
Foundations, Charlotte, NC
Sep 3-Oct 2, 2010, Conference of Southwest Foundations 62nd Annual Conference,
Vail, CO
Oct 10-12, 2010, Association of Small Foundations Conference, Austin, TX
Oct 27-29, 2010, Grantmakers for Education Annual Conference, New Orleans, LA
Member News
The Bruce T. Halle Family Foundation Announces the Appointment
of Chief Executive Officer
The Bruce T. Halle Family Foundation announced the appointment of Marilyn R.
Seymann, Ph.D as its Chief Executive Officer. Seymann has had experience in banking,
education and government, and was previously the CEO of M One, a consulting firm
advising corporations in the areas of strategy and governance. Click here to read the full
press release.
Chase and Facebook Launch Innovative Giving Program for Small
and Local Charities
Chase and Facebook Launch Innovative Giving Program for Small and Local Charities
For the first time ever, Facebook users were be able to choose from more than 500,000
small and local charities to decide which community organizations they wanted to
receive donations totaling millions of dollars from a corporate philanthropy fund. Chase
and Facebook launched the Chase Community Giving: You Decide What Matters, a
grassroots campaign to inspire a new way of corporate philanthropy. The campaign
ended December 12th. Click here to read the full press release.
Tucson Osteopathic Medical Foundation Releases Doctor's Report Card for
Tucson
This year the Tucson Osteopathic Medical Foundation conducted a survey asking every
Primary Care Physician in Tucson what they thought were the most critical issues facing
the Tucson community. This information was compiled into the report which will be used
to establish the Tucson Healthcare Initiative, a program dedicated to improving the
overall state of Tucson's health. Click here to read the white paper.
Flagstaff Community Foundation Awards $600,000 in Grants
The Flagstaff Community Foundation, an affiliate of the Arizona Community Foundation,
has awarded a hundred grants totaling more than $600,000 to local organizations, the
Arizona Daily Sun reports. Recipients include the Artist's Coalition of Flagstaff, the
Alliance for Children's Early Success, the Flagstaff Festival of Science and Fetal Alcohol
Spectrum Disorder of Northern Arizona.
Piper Trust Announces $1 Million in Community Relief Grants for Maricopa
County Arts and Culture Organizations
The trustees of Virginia G. Piper Charitable Trust announced today a $1 million fund for
arts and culture organizations strapped by the effects of the economy. Thirty-seven
visual and performing arts and culture organizations, all grantees that have won
competitive Piper grants in the past, will receive one-time unrestricted grants.
McMurry, APS, and Wells Fargo Recognized at Heart of Business
Awards
Three AGF members were recognized at the second annual Heart of Business Awards
hosted by the Phoenix Business Journal and HandsOn Greater Phoenix. The program is
designed to recognize volunteerism in the business community, which has taken on
more urgency as the economy impacts individual needs and nonprofit funding. McMurry
was recognized for Most Outstanding Partnership for its work with UMOM. Arizona Public
Service was recognized for Corporate Volunteer Program of the Year. Wells Fargo was
recognized for Most Outstanding Company Project Large Businesses for its work on the
Ronald McDonald House unit renovation.
New AGF Members
AGF welcomes The Bill & Melinda Gates Foundation as a member. Guided by
the belief that every life has equal value, the Bill & Melinda Gates Foundation works to
help all people lead healthy, productive lives. In developing countries, they focus on
improving people’s health and giving them the chance to lift themselves out of hunger
and extreme poverty. In the United States, they seek to ensure that all people—
especially those with the fewest resources—have access to the opportunities they need
to succeed in school and life.
AGF welcomes the Kellam Foundation as a member. The Kellam Foundation is a
brand new foundation just beginning to formulate their grantmaking priorities.
AGF News
AGF Hires New Manager of Member Services and Communications
As you may know, Erin Dow will be leaving AGF at the end of December to begin student
teaching at the Emerson Elementary School in downtown Phoenix. We want to thank
Erin for all her hard work over the past 16 months and wish her great success in her
teaching career.
At the same time, we want to welcome Tom Torretta as AGF’s new Manager of Member
Services and Communications. Tom brings to AGF 18 years of customer-focused
experience in the corporate world as well as extensive technical expertise in website
management and internet communications. He also has a passion for the nonprofit
sector, having served as an active volunteer for a number of organizations in Maricopa
County since moving to Arizona in 1994. Tom is currently enrolled in the Masters in
Nonprofit Studies program at ASU and expects to complete his degree in the next 18
months.
Philanthropy Jobs
Please visit our
descriptions.
website for more information on these jobs, including job
Event Coordinator - Arizona Community Foundation (Phoenix)
If you would like to post a job opportunity in the News & Notes e-newsletter or on our
website, please email Erin Dow at edow@azgrantmakers.org.
News from the World of Philanthropy
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2010: Daunting Challenges Face the Nonprofit World - The
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Chronicle of Philanthropy, 12/10/09
House Proposes Bill to Simplify Foundation Taxes - The Chronicle of
Philanthropy, 11/24/09
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University of Arizona Receives $1.3 Million From Gates
Foundation - Philanthropy News Digest, 11/22/09
Americans Donating Less to Charity This Holiday Season,
Report Finds - Philanthropy News Digest, 11/22/09
As Foundations Close, Anxiety for Charities - The New York Times,
11/11/09
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As More Foundations Choose to Spend Down, Charities
Worry About Future Funding - Philanthropy News Digest, 11/13/09
Resources for Nonprofits
A Sustainable Funding Option for Nonprofit Organizations - Read
how the new website www.CommonKindness.com creatively leverages online coupons
and discounts, allowing people to support the nonprofits they are passionate about while
they save money.
Convergence: How Five Trends Will Reshape the Social Sector - The
nonprofit field isn’t going to simply bounce back a few years from now to the state it was
in before the recession. That’s the message behind a new report by La Piana Consulting,
which explores five trends that are hastening the emergence of a new nonprofit
landscape.
The National Council of Nonprofits has created the "Toolkit on Corporate
Sponsorship" to offer resources to guide a charity's decision to enter into a
corporate sponsorship, to structure the relationship and engage in proven practices for
making the sponsorship a success.
Mission, Message, and Damage Control - This article by Kim Klein in The
Nonprofit Quarterly provides insights and strategies for nonprofits creating messages in
times of economic stress and dealing with fallout from cuts in programs.
Important Information for Nonprofits Regarding the 2010 Census
- The Alliance of Arizona Nonprofits has compiled important information regarding why
census data is important and how it will be used.
Down but Not Defeated: Results of GuideStar's Eighth Annual
Nonprofit Economic Survey - A survey of public charity and private foundation
employees was conducted online from October 1, 2009, until October 15, 2009, the
eighth annual nonprofit economic survey conducted by GuideStar, and the third of three
such surveys conducted by GuideStar in 2009. The purposes of the surveys were to
compare how charitable organizations fared during the first nine months of 2009 to
previous years and to try to gauge the effect of the downturn in the economy on the
American nonprofit sector.
2009 Grants in Support of AGF
AGF receives revenues from three primary sources: Dues, Program Revenues and
Grants/Sponsorships. We are grateful to the following members who, in addition to their
dues, committed to supporting AGF in 2009 with general operating dollars and/or
program underwriting:
Leadership Circle
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Arizona Community Foundation
BHHS Legacy Foundation
The Flinn Foundation
Helios Education Foundation
The Lodestar Foundation
Nina Mason Pulliam Charitable Trust
St. Luke's Health Initiatives
Virginia G. Piper Charitable Trust
Partner's Circle
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Rodel Charitable Foundation of Arizona
JPMorgan Chase
Mr. Tom Chauncey
Program Sponsors
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Arizona Public Service
The Arizona Republic
F2 Family Foundation
McMiles Foundation
Salt River Project
Click here to subscribe to this newsletter.
© Copyright 2009 Arizona Grantmakers Forum. Powered by Weblink International
In this issue:
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Feature
Member Q & A
Foundation Faces
Events
AGF News
Job Opportunities
Public Policy
News for Grantmakers
Useful Resources
Vol. 5, No. 6 | November 2009
AGF Member Exchange is designed to provide timely information to AGF members about
important topics of interest to grantmakers. It is also intended to provide a forum for
AGF members to share ideas and learn more about each other. We welcome member
contributions and hope that we hear from you.
Find previous issues of Member Exchange at the Members Only section of our website.
The Case for General Operating Support
While the debate over the merits of project versus operating support has existed for
close to a century, foundations have always leaned toward project funding, with a much
smaller percentage going to operating support. However, recent surveys of funders have
concluded that general operating support yielded better results for foundations and
grantees alike. Click here to read the full article.
Member Q & A
Does your organization provide general operating grants to nonprofits? If so,
what percentage of your grants budget goes toward operating grants?
Click here to see how AGF members responded to these questions.
Foundation Faces
This person credits John Murphy of The Flinn Foundation with giving
him "a crash course in foundation management."
Click here to find out who it is.
Upcoming Events
AGF Events
Young and Emerging Leaders Affinity Group Meeting
December 2, 2009, 4:00 pm - 5:00 pm
Location: Arizona Community Foundation
This is the inaugural meeting for the Young and Emerging Leaders Affinity Group. The
group will focus on development and networking for young professionals and those new
to philanthropy who wish to develop leadership skills and gain knowledge about the
world of philanthropy. At this meeting, the group will discuss the expectations group
members have for this affinity group.
Small/Family Foundation Roundtable
December 9, 2009, 11:30 am - 1:30 pm
Sponsored by Chauncey Foundation
Location: Arizona Community Foundation
This informal discussion group allows staff from small foundations and family
foundations to connect with peers to discuss topics and issues relevant to their
grantmaking. We will be discussing the topic of "Evaluation: Grants That Went Wrong,"
as well as any other burning issues attendees may have. Open to all small and
family foundation staff and trustees.
Education Funders Affinity Group Meeting
December 15, 2009, 12:00 pm - 1:30 pm
Sponsored by JPMorgan Chase
Location: Arizona Community Foundation
During this session you will have the chance to learn more about the new Accio
Education Fund, a “venture capital” type of charitable fund created by ACF and Helios to
support the development and expansion of innovative education reform efforts for the
benefit of Arizona students. You will also have the chance to meet the leaders of both
nonprofit organizations and learn more about what ACF and Helios hope to accomplish
through this bold initiative.
The Arizona We Want
AGF Annual Meeting and Holiday Luncheon
December 17, 2009 11:30 am - 1:30 pm
Sponsored by McMiles Foundation
Location: The Flinn Foundation
AGF's brief Annual Meeting will be followed by a review of the recent report "The Arizona
We Want" by Dr. Lattie Coor of the Center for the Future of Arizona. This program is
open to all funders.
Lessons Learned from Funder Collaboratives
January 21, 2010, 11:30 am - 1:30 pm
Location: TBD
This program will highlight two Arizona funder collaboratives.
Local Events
Grounded and Unbounded: The Community Works Collaborative Summit
St. Luke's Health Initiatives
December 11, 2009
Phoenix Airport Marriot, Phoenix, AZ
Institute on Corporate Citizenship
Boston College Center for Corporate Citizenship
January 20-22, 2010
Location: Phoenix, AZ
Jewish Funders Network International Conference
Jewish Funders Network
April 11-13, 2010
Location: Phoenix, AZ
National Events
Teleconferences & Webinars
COF Webinars:
Equivalency Determination and the Centralized Repository Project, 12/2/09, 2-3 pm
(EST)
Foundation Center Webinars
Assessing Your Nonprofit's Financial Health, December 1, 1:00 - 2:30 pm ET
Obama, the Economic Crisis, and the Persistence of Hope, December 2, 3:00 - 4:00 pm
ET
Survival Strategies for Your Nonprofit, December 3, 1:00 - 2:30 pm ET
Strengthening Your Nonprofit's Income Portfolio, December 8, 1:00 - 2:30 pm ET
Beyond the Recession: Building Sustainability, December 10, 1:00 - 2:30 pm ET
Conferences
Jan 31-Feb 2, 2010, 2010 Family Philanthropy Conference, Council on Foundations,
San Diego, CA
Mar 15-17, 2010, Streamlining Grantmaking: Charting a Course for Change, Grants
Managers Network 5th Annual Conference, Baltimore, MD
Mar 16-17, 2010, Foundations on the Hill, Council on Foundations and Forum of
Regional Associations of Grantmakers, Washington, DC
Mar 19-21, 2010, Creating Change Through Family Philanthropy Retreat: What's Your
2020 Vision?, Resource Generation National Retreat, Briar Cliff, NY.
Apr 12-14, 2010, Unleashing Philanthropy's Potential: Smarter Grantmaking for Better
Results, Grantmakers for Effective Organizations, Pittsburgh, PA
Sep 13-15, 2010, Fall Conference for Community Foundations, Council on Foundations,
Charlotte, NC
Sep 3-Oct 2, 2010, Conference of Southwest Foundations 62nd Annual Conference,
Vail, CO
Oct 10-12, 2010, Association of Small Foundations Conference, Austin, TX
Oct 27-29, 2010, Grantmakers for Education Annual Conference, New Orleans, LA
AGF News
New Philanthropy Mapping Tool for AGF Members
Philanthropy In/Sight™ is a new, interactive mapping tool designed for grantmakers
who want to see the impact of philanthropy on the community, state, regional or global
level. It combines the Foundation Center’s rich data on grantmakers and their grants
with familiar Google maps to reveal patterns of giving and funding relationships.
Philanthropy In/Sight™ creates maps that let you visualize the scope and reach of
philanthropy - from local communities, cities and states to countries around the globe.
You can:
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Plot the locations of grantmakers and grant recipients on U.S. and world maps
Open map “pins” for information about the organizations and drill down to details
about their grants
Discover critical connections by cross-linking between funders, recipients and
grants
Focus on issues you care about by choosing from 26 fields of interest and 1,100
specialty areas
Explore emerging trends by viewing maps with aggregate grantmaker and grants
data
Uncover areas of greatest need by country, state, county, city, metro area,
congressional district or ZIP code level; use Google zoom tools to focus near or
far
Assess funding needs and impact with layered demographic and socio-economic
data, including dozens of indicators drawn from the Human Development Index
and the American Community Survey
To help you share this information with your board and staff, you’ll find easy-to-use
copy, save and export options that can help you organize your research and speed
decision-making within your organization. With support from the John D. and Catherine
T. MacArthur Foundation and the Ford Foundation for ongoing development and
improvement, the Foundation Center is making Philanthropy In/Sight™ available to
members of the Arizona Grantmakers Forum, free of charge for one year,
through the members' area of AGF's website. Click here to log in to the Members Only
section of the AGF website. Once logged in, click the Philanthropy In/Sight™ link to start
creating your own maps.
Member News
Chase and Facebook Launch Innovative Giving Program for Small and Local
Charities
For the first time ever, Facebook users will be able to choose from more than 500,000
small and local charities to decide which community organizations they want to receive
donations totaling millions of dollars from a corporate philanthropy fund. Chase and
Facebook today announced the launch of Chase Community Giving: You Decide
What Matters, a grassroots campaign to inspire a new way of corporate philanthropy.
Click here to read the full press release.
Tucson Osteopathic Medical Foundation Releases
Tucson
Doctor's Report Card for
This year the Tucson Osteopathic Medical Foundation conducted a survey asking every
Primary Care Physician in Tucson what they thought were the most critical issues facing
the Tucson community. This information was compiled into the report which will be used
to establish the Tucson Healthcare Initiative, a program dedicated to improving the
overall state of Tucson's health. Click here to read the white paper.
Piper Trust Announces $1 Million in Community Relief Grants for Maricopa
County Arts and Culture Organizations
The trustees of Virginia G. Piper Charitable Trust announced today a $1 million fund for
arts and culture organizations strapped by the effects of the economy. Thirty-seven
visual and performing arts and culture organizations, all grantees that have won
competitive Piper grants in the past, will receive one-time unrestricted grants.
McMurry, APS, and Wells Fargo Recognized at Heart of Business Awards
Three AGF members were recognized at the second annual Heart of Business Awards
hosted by the Phoenix Business Journal and HandsOn Greater Phoenix. The program is
designed to recognize volunteerism in the business community, which has taken on
more urgency as the economy impacts individual needs and nonprofit funding. McMurry
was recognized for Most Outstanding Partnership for its work with UMOM. Arizona Public
Service was recognized for Corporate Volunteer Program of the Year. Wells Fargo was
recognized for Most Outstanding Company Project Large Businesses for its work on the
Ronald McDonald House unit renovation.
Remaking the World of the Trauma Survivor
A recent article in the Navajo-Hopi Observer highlighted The Hopi Foundation's recent
training conference for practitioners who treat severe trauma. The conference was held
in conjunction with the Barbara Chester Award ceremony.
Delta Dental of Arizona Foundation’s Statewide Community Grants Program
Seeks Grant Proposals
Delta Dental of Arizona Foundation’s Community Grants Program is designed to support
communities and organizations statewide that focus on oral health promotion and dental
disease prevention programs serving children and youth (prenatal programs through age
18). Application deadline: Thursday, December 10th at 5 pm. Complete details, grant
guidelines and application questions are available online at:
http://www.deltadentalaz.com/foundation.
Arizona Community Foundation Announces Its Open Competitive Grant Cycle
Awards
The Arizona Community Foundation is pleased to announce the award of $784,414 in
grants to 53 nonprofit organizations through its annual Open Competitive Grant Cycle.
ACF focused this year’s grants on facilitating collaboration and helping organizations
build fundraising capacity. The complete list of grant recipients is available at
http://www.azfoundation.org.
Job Opportunities
Please visit our website for more information on job postings.
Community Impact Coordinator, Valley of the Sun United Way (Phoenix)
Executive Director, Arizona Humanities Council (Phoenix)
Accountant, Arizona Community Foundation (Phoenix)
Event Coordinator, Arizona Community Foundation (Phoenix)
President & CEO, New Mexico Community Foundation (Albuquerque, NM)
If you would like to post a job opportunity in the Member Exchange e-newsletter or on
our website, please email Erin Dow at edow@azgrantmakers.org.
Public Policy Update
Government and Politics Watch: IRS Focuses on Very Wealthy Giving
The Internal Revenue Service has started a new audit program that will try to stop very
rich individuals from using “complex financial arrangements” — including private
foundations — to avoid paying taxes, reports The Chronicle’s Government and Politics
Watch column.
News Important to Grantmakers
Decline in 2009 Foundation Giving Steeper Than Anticipated
Foundation giving will likely decline by more than 10% in 2009, closer to the higher end
of the 8 to 13 percent range estimated by the Foundation Center earlier this year.
According to September 2009 survey findings released today in Foundations' Yearend Outlook for Giving and the Sector, foundation giving will also decline further
in 2010, as previously predicted by the Center.
Most Charitable Among Wealthy Have Highest Net Worth -- And Are Happier,
Too
Wealthy people who give away 10 percent or more of their income to charity tend to
build a higher net worth — and be happier — than other wealthy individuals who give
less, says Thomas J. Stanley in his new book, Stop Acting Rich … and Start Living
Like a Real Millionaire.
More for Mission Launches Portal of Mission Investment Opportunities
This month, More for Mission launched a new one-of-a-kind Members-Only portal of
mission investment opportunities to help their network of foundations more readily
identify potential investments that are a good match with their mission. Simplifying a
process that can sometimes seem overwhelming, especially to foundations that are new
to the field, the portal enables mission-driven investors to review the landscape of
investment opportunities across product types, themes and geographies. Accessible only
to More for Mission foundation members, the portal provides restricted access to
Cambridge Associates’ proprietary database of marketable and non-marketable MRI
managers across various asset classes along with strategies including community
investing, ESG investing and double bottom line real estate. The portal also provides
access to community investing opportunities in US Treasury certified community
development financial institutions (CDFIs) and National Credit Union Administration
(NCUA) low-income designated credit unions. More for Mission encourages missiondriven foundation investors to join their network and learn more about their new portal
of mission investing opportunities, an important step forward in making mission
investing an accessible strategy for all interested foundations.
Also from More for Mission, a new survey of 39 foundations in its network helps to
quantify the amount of assets respondents have in mission-related investments and
demonstrates that this practice is expected to continue to increase. According to the
survey’s findings, at the end of 2008, mission investments as a percentage of total
assets equaled nearly 5%. When projecting anticipated mission investments for 2009,
the percentage of assets rose to nearly 7%, resulting in a projected net increase of 40%
committed to mission investing over that 12 month period. The results signal
respondents’ expectation that they will continue to increase their commitment to this
emerging practice (See the survey analysis). The results affirmed the sense among
experts in the field that mission investing is becoming an established investment
objective of many leading foundations.
Twitter Partners with Nonprofit to Support Education
For the first time ever, Twitter has decided to formally partner with a charity as part of a
Corporate Social Innovation initiative - and they have chosen Room to Read, a San
Francisco-based nonprofit which aims to empower millions of children in the developing
world through education. See a video about the partnership.
Camfed and Kiva in America’s Giving Challenge
Camfed, founded by 2005 Skoll social entrepreneur Ann Cotton, and Kiva, run by Skoll
social entrepreneurs Matt Flannery and Premal Shah, are among 50 organizations
competing in America's Giving Challenge. This is an initiative by Facebook's Causes,
PARADE Magazine and the Case Foundation. Organizations compete for a $50,000 prize,
which will be awarded to the group having the most people donating by November 6,
2009.
Church Donations Remain Resilient This Year, Study Finds
More than 70% of churches nationwide raised as much or more money in the first half of
this year as they did during the same period in 2008, according to a new study. The
study, based on 1,540 mostly Protestant congregations surveyed in August, found that
37% raised more and another 34% raised the same amount in the first six months of
2009 as they had in 2008. Less than a third reported a decline in donations.
The Alliance of Arizona Nonprofits, in partnership with the Virginia G. Piper
Charitable Trust, Arizona Community Foundation, McMiles Foundation and
Youngker Foundation, have created an online resource guide for nonprofits to access
the latest and most comprehensive information possible for stimulus grants and
resources in Arizona. In addition, the Alliance will be convening a number of Town Halls
across Arizona to foster collaboration in communities that enable nonprofits to access as
many of these funds for Arizona nonprofits as possible.
Prospecting: Big Fund Sees Hopeful Signs for Future
As the Fidelity Charitable Gift Fund — which raises more money than all but two other
charities in the United States — enters the year-end giving season, its leaders say they
see some promising fundraising and giving trends despite the bleak economy, notes
Prospecting, The Chronicle’s fundraising column.
Useful Resources
According to Tony Martignetti, author of Charity Registration: State-by-State
Guidelines for Compliance, as many as 90% of nonprofit groups are lacking
compliance with state registration laws that govern the reporting of donations. The
author discusses the issue on a special podcast from The Chronicle of Philanthropy.
Read the full article/listen to podcast.
New Report by LaPiana Consulting - Convergence: How Five Trends Will Reshape the
Social Sector, funded by the James Irvine Foundation.
A Role for the Arts in Improving Health Outcomes - The 2009 State of the Field
Report from the Society for the Arts in Healthcare provides an overview of types of art
programs currently used in healthcare, funding sources and the economic and health
benefits of these programs. Read the full report. (This file is large; allow ample time to
load.)
The Measure of America: American Human Development Report 2008-2009, produced
by the American Human Development Project, is modeled on the United Nations
Development Programme’s global Human Development Report, which has provided
authoritative analysis and a ranked index for countries around the world for almost two
decades. Using official government statistics and robust peer-reviewed analysis, the
American Human Development Report presents human development rankings for U.S.
states, congressional districts and ethnic groups. It reveals where America is today and
sets a benchmark for monitoring progress tomorrow.
Philanthropy Project is an exciting, ambitious nonprofit initiative funded by the John
Templeton Foundation. The mission is to enhance America's culture of generosity by
inspiring and enabling every man, woman and child to become a philanthropist.
Understanding Donors Motivations 2009, a new study from the Center for
Philanthropy at Indiana University, shows that income and education - not geographic
location - have the most influence on how donors give. The data, divided into 7 U.S.
regions, showed that the South reported "helping the poor help themselves" as the
strongest motivation in giving. Read the full report. (This file is large; allow ample time
to load.)
Are Demographics Destiny? Contending with America’s
Looming Demographic Upheavals, Susan Raymond and Mary Beth Martin examine
In their new paper,
what coming demographic shifts mean for philanthropy. In addition to the oft-discussed
issue of an aging population, the authors highlight the impact the fast-growing minority
population will have on giving. Read the full report.
Funders Together to End Homelessness is the national affinity group for foundations and
corporations supporting strategic and effective grantmaking to end homelessness. Their
new site features evidence-based best practices for funders seeking to end
homelessness, backed by compelling data about proven solutions for homelessness for a
variety of populations.
Philanthropy Awareness Initiative recently released a report on what "engaged
Americans" - adults who serve as staff, committee or board leaders for organizations
working on community or social issues - expect from foundations. Download the full
report.
CORPORATE RESOURCES
Uncovering the Link Between CSR and Brand Value: Developing a New Methodology Corporate social responsibility (CSR) is playing an increasingly important role in
discussions of branding and corporate strategy. Interbrand has been working on
developing a methodology to show a link between corporate social responsibility and
brand value.
Weathering the Storm: The State of Corporate Citizenship in the U.S. 2009 - Despite
dwindling corporate profits, most U.S. companies are making no major changes to their
corporate-citizenship efforts, says a new report from Boston College Center for
Corporate Citizenship and the Hitachi Foundation.
FAMILY FOUNDATION RESOURCES
The National Center for Family Philanthropy recently released Current Practices in
Family Foundations, the first-ever random survey of these practices in the field.
This ground-breaking report is available free for download on their website. The research
findings provide benchmarking information to help foundations assess their own
practices with those of their peers. This work is part of the National Center's Pursuit of
Excellence initiative to provide family foundations with data and an assessment process
to help them raise their own levels of performance. Pursuit of Excellence enables family
foundations to see themselves in terms of common practice as well as in light of
standards of excellence articulated by leaders in the field.
Time is of the Essence: Foundations and the Policies of Limited Life and
Endowment Spend-Down, written by John R. Thelin (University of Kentucky) and
Richard Trollinger (Centre College), combines detailed analyses of two famous historic
foundations (Rosenwald Fund and General Education Board) with case studies of
selected contemporary foundations (Lucille P. Markey Charitable Trust, Corella and
Bertram F. Bonner Foundation and Mary Flagler Cary Charitable Trust) to provide donors
and foundations with models for consideration in their own policies and planning in the
21st century.
EDUCATION RESOURCES
Research Findings to Support Effective Educational Policymaking: Evidence &
Action Steps for State, District & Local Policymakers, Wallace Foundation,
September 2009 - The report synthesizes Wallace's research findings on educational
leadership, out-of-school time learning and arts education. It also presents evidencebased policies and practices critical to the success of educational reforms at the local,
district and state levels.
Nonprofit educational management organizations (EMOs) are experiencing steady
growth, while the growth of their for-profit counterparts has plateaued, according to a
new study. As of the 2008-2009 school year, 103 nonprofit EMOs operated 609 schools
in 25 states. Of the states in the southeast, Florida and Georgia have the most schools
operated by EMOs. Read the full report.
A commentary in EdWeek examines the benefits of charter management organizations,
citing the relatively small scale of charter networks, flexibility, minimal bureaucracy and
the ease of having a central fundraising staff. Read the full article.
Common Goods Forecaster - United Way of America and the American Human
Development Project have created a tool to forecast how things might change in your
community if educational outcomes were better.
A Newsletter for Family Foundations and the Next
Generation of Philanthropic Leaders
Winter 2009
Download PDF
Download the
full Family Ties
by clicking here.
ABAG Member
Spotlight
The H. P.
Colhoun Family
Foundation was
established in
1997 by Pete
Colhoun. READ
MORE
Winter 2009
We hope you enjoy this issue of Family Ties: A Newsletter for
Family Foundations and the Next Generation of Philanthropic
Leaders. As announced in the Spring 2009 edition, we are
now distributing this newsletter via email only unless
otherwise requested. Please contact Kim Snipes,
ksnipes@abagmd.org or 410.727.1205 if you would like to
receive a paper copy in the mail. We wish you and your
families a very happy and safe holiday season!
Letter from the Chair
As we reflect on the events of this past year, we are grateful
for ABAG's strong membership and the leadership so many of
you have displayed through these challenging times. READ MORE
Family Philanthropy Roundtable
ABAG
Resources
The maxim that the one constant is change applies even to
family foundations established for perpetuity. READ MORE
Adventures in
Philanthropy,
ABAG's biweekly column
in The Daily
Record
ABAG Brings Members the Family Philanthropy
Teleconference Series
Philanthropy
News Online
ABAG recently renewed its agreement with the National Center
for Family Philanthropy to deliver the monthly Family
Philanthropy Teleconference series to our members. This
series brings national experts in the field directly to your home
or office by phone with information of importance to families
that give. READ MORE
monthly
eNewsletter
ABAG Website
Follow ABAG on
Twitter!
ABAG Links
Register for
Upcoming
Programs
ABAG Board
Family Philanthropy Activity: Facilitate a Trustee
Conversation about Your Family Foundation's or
Fund's Future
Whether engaged in a strategic planning process or preparing
for some change event at your family foundation or fund, it is a
good practice to revisit your vision for your philanthropy. You
can use the activities below to facilitate a planning session with
trustees or family members and be your own internal
consultant. READ MORE
ABAG Member's Give Back: Family Philanthropy
Service Project
On October 18th a group of ABAG staff and family foundation
members gathered at the Cylburn Arboretum to
participate in ABAG's first Family Philanthropy Service Project.
READ MORE
ABAG Members
ABAG Staff
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The Association of Baltimore Area Grantmakers | 2 East Read Street, 2nd Floor | Baltimore | MD | 21202
Download PDF
December 2009
Download the
full Members'
Memo by
clicking here.
We wish you a very happy and safe holiday season. Our final
Members' Memo for the year combines the last two issues of
the year. With winter weather officially here, below is a copy
of ABAG's Inclement Weather Policy. We also have a copy
posted on our website. See you in 2010!
ABAG Events
Check out
upcoming
programs and
teleconferences!
ABAG
Resources
Adventures in
Philanthropy,
ABAGs biweekly column
in The Daily
Record'
Philanthropy
News
Online monthly
eNewsletter
ABAG Website
Follow ABAG on
Twitter!
Become a "Fan"
of ABAG on
Facebook!
ABAG Inclement Weather Policy
In the event of inclement weather on the day of an
Association of Baltimore Area Grantmakers' meeting or
member program, the following policies will take effect:

ABAG morning committee meetings or activities will be
cancelled if Baltimore City Public Schools are closed
for the day. Some committee meetings may be held
via conference call regardless of school closings. The
meeting coordinator will provide call-in information in
advance and communicate directly with committee
members about contingency plans.

For ABAG programs and meetings held at noon or
later, cancellations will be announced on the ABAG
webpage by 9:00 am on the event day.
Message to our Members
At ABAG, we have been thinking a great deal about the
connection between philanthropy and volunteerism. To our
mind, if philanthropy is described as giving Time, Talent, and
Treasure, than two thirds of philanthropy is already about
volunteering. READ MORE
ABAG Member News
Stay up to date on the latest news from your ABAG
colleagues. READ MORE
ABAG Links
Register for
Upcoming
Programs
ABAG Board
ABAG Members
ABAG Staff
ABAG Members Give Back: Family Philanthropy
Service Project
On October 18th a group of ABAG staff and family foundation
members gathered at the Cylburn Arboretum to participate in
ABAG's first Family Philanthropy Service Project. Small but
mighty was our group and we hope you enjoy some snapshots
of our day. Special thanks to the staff and volunteers at
Cylburn and to Art With a Heart, who enthusiastically led the
kid-centered art project. READ MORE
ABAG Diversity and Inclusiveness Task Force
Update and ABAG's Best Reads
Read the latest news from the Diversity and Inclusiveness Task
Force and some great ideas from your ABAG colleagues on
what to add to your winter reading list! READ MORE
The Economy and Our Philanthropy: ABAG Assists,
Learns and Shares about Economic Recovery
Seven months after the passing of the American Recovery and
Reinvestment Act (ARRA) and shortly before the
recipients of funds are required to begin reporting to the
Federal Government, we will hear from State and Baltimore
City leaders responsible for overseeing our Recovery Act
funds. READ MORE
The Economy and Our Philanthropy
ABAG members are supporting the Baltimore City Health
Department's efforts to apply for the Communities Putting
Prevention to Work a $373 million competitive grant program
to support interventions that reduce obesity through improved
physical activity and nutrition and/or reduce tobacco use. READ
MORE
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Having trouble viewing this email? Click here
The Newsletter of the Colorado Association of Funders
Vol. VI Number 1
January 2010
In This Issue
CAF Programs &
Services
National Trends &
Issues
Member News
Conferences & Events
New Resources
Our Staff
CAF Programs & Services
CAF Disaster Relief Resource Website
In response to the recent
disaster situation in Haiti, CAF
has established a website with
various grantmaking resources
for disaster relief. We invite you
to share any actions your
organization has taken to provide
assistance in Haiti.
Feb. 3 CAF Program Meeting
Social Media: Why Give a Tweet
Joanne Kelley
Executive Director
Abel Wurmnest
Program & Member
Services Manager
Like it or not, social media is transforming the
way people communicate. So it might not be
bad to take a closer look at what it all means.
Join us for a high-level, interactive discussion.
www.coloradofunders.org
View your invitation.
Be sure to register by January 27.
Quick Links
2010 Program Dates
Register Now
Submit News
More About Us
Our Members
Job Announcements
Miss an issue?
No problem.
THANK YOU for Fighting Hunger & Feeding Hope
Click Here to visit our
newsletter archives.
More than 100 individuals from 25 CAF
member organizations joined together on
Dec. 9 and 18 to work filling boxes with
food for needy recipients during a holiday
volunteer service project.
THANK YOU
to our new and
returning members!
CLICK HERE to view photos, a listing of
participating CAF member organizations as
well as additional details about the service
project.
FREE Upcoming Webinars/Conference Calls
Thanks to all of our
members who have
renewed their 2010
membership to date.
(as of 1/19/10)

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Animal Assistance
Foundation
Boettcher Foundation
Earthquake in Haiti: A Briefing for the Foundation Community,
Association of Small Foundations
Thursday, January 21, 10:00 am MST, Register
Introduction to Philanthropy In/Sight, Foundation Center
Wednesday, January 27, 12:00 pm MST, Register
Making Evaluation Work: Tools and Tips for More Effective
Grantmaking, Forum of Regional Associations of Grantmakers
Tuesday, February 2, 12:00 pm MST, Register
Bonfils-Stanton
Foundation
Bright Mountain
Foundation
National Trends & Issues

Caring for Colorado
Foundation
What we can do to help Haiti, now and beyond

The Colorado Health
Foundation

Community First
Foundation

Community
Foundation Serving
Southwest Colorado

Community
Foundation Serving
Boulder County

Cydney and Tom
Marsico Family
Foundation


Daniels Fund

David and Lucile
Packard Foundation

Delta Dental of
Colorado
Foundation
David and Laura
Merage Foundation
Former President Bill Clinton provides insight on what
Americans can do to assist in the Haiti earthquake relief
and recovery efforts in a recent Washington Post article.
Funders focus on rebuilding assets
According to a Philanthropy Journal article, a majority of
endowments and funders will focus on rebuilding their
assets in the coming months. Read more.
Corporate philanthropy strong in 2010, despite economy
A new study finds 65% of major Chicago area corporations
plan to maintina or increase their corporate philanthropy in
the coming year. Learn more.
Foundations offer millions to ensure accurate census count
Nearly 20 California private foundations contributed $9

The Denver
Foundation
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Denver Metro
Chamber
Leadership
Foundation
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Donnell-Kay
Foundation
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EnCana Oil & Gas
(USA) Inc.
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Gates Family
Foundation
Gay & Lesbian Fund
for Colorado
Grand Foundation
Greenlee Family
Foundation
Helen K and Arthur E
Johnson Foundation
Ilse Nathan
Foundation
million for outreach efforts designed to help areas of the
state get counted properly in the 2010 U.S. Census. Read
more.
Member News
New CAF Member
CAF is pleased to welcome our newest member, the Grand
Foundation under the leadership of executive director
Megan Ledin. Welcome!
Welcome New CAF Board and Committee Members
With the new year comes several changes to CAF's
leadership and committees. Welcome to all of our new
directors and committee members. VIEW CAF's 2010
Board and Committee members.
IMA Foundation
JP Morgan Chase
Joseph Henry
Edmondson
Foundation
Junior League of
Denver
Kenneth King
Foundation
The LARRK
Foundation
The Lillis Foundation
Mile High United Way
Oreg Foundation
Orton Family
Foundation
The Colorado Health Foundation Names New Vice Presidents
Chuck Reyman has been named the new vice president of
communications while Kelly Dunkin has been promoted to
the position of vice president of philanthropy for The
Colorado Health Foundation. Learn more.
$250,000 for Haiti Disaster Relief
The Western Union Foundation has
committed $100,000 for basic human relief efforts while
the Western Union Company will contribute an addition
$150,000. Read more.
The Piton Foundation
Rose Community
Foundation
Ruth and Vernon
Taylor Foundation

Sam S. Bloom
Foundation
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TeleTech
Foundation
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Temple Buell
Foundation
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Western Union
Foundation
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The Women's
Foundation of
Colorado
Conferences & Events
Taking Risks at a Critical Time, Grantmakers in Health Annual
Meeting, March 10-12, Orlando, FL. Register
Streamlining Grantmaking: Charting a Course for Change,
Grants Managers Network Annual Conference, March 15-17,
Baltimore, MA. Register
Foundations on the Hill, March 16-17, Washington, DC. Learn
more
Unleashing Philanthropy's Potential, Grantmakers for Effective
Organizations National Conference, April 12-14, Pittsburgh, PA.
Register
Annual Conference, Council on Foundations, April 25-27, Denver,
CO. Register
New Resources
To read or download the following documents, just click on the links
below.
Solutions for Impact Investors: From Strategy to
Implementation, Rockefeller Philanthropy Advisors. (offers
ideas and suggestions for developing an ompact investing
strategy).
Why Rural Matters 2009: State and Regional Challenges and
Opportunities, The Rural School and Community Trust.
(report analyzing the contexts and conditions of rural
education in America).
We hope you enjoy the new look to our monthly e-newsletter. Please share your thoughts, ideas or
newsletter suggestions by emailing caf@rcfdenver.org.
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Colorado Association of Funders | 600 S. Cherry Street, Suite 1200 | Denver | CO | 80246
IN THIS ISSUE:
A monthly benefit of your CMF membership - January 2010
President's Update
President's Update
CMF's "Far-Reaching"
Diversity Work Is Helping
Inform National Effort,
Says Foundation Center
U.S. Education,
Government Leaders
Applaud Woodrow Wilson
Michigan Teaching
Fellowship
Nominate Someone for
CMF's Annual
Philanthropy Awards
Partner Highlight:
Michigan Nonprofit
Association
EPIP Michigan Seeking
Steering Committee
Members
Books Available in CMF's
Lending Library
Upcoming Education &
Networking Events
Featured Resources
Funder Recognition
Opportunities
Challenges to the Spirit...
The New Year is already providing unimaginable challenges.
Our thoughts and prayers are with the people of Haiti today as
the news of the horrific disaster caused by the Earthquake
continues to unfold. The scale of this disaster and the resulting
needs are frankly mind boggling. But I am struck by the stories
already emerging of how individuals and organizations are
working together. This is indeed a challenge to us all and will test our ability to be
nimble and flexible in our responses.
A special section of michiganfoundations.org lists disaster resources and a
number of organizations that need support as they respond to needs in Haiti. If
you have additional response organizations or resources to suggest, please email
them to info@michiganfoundations.org, so we can add them to this list. We also
welcome your ideas on how Michigan's philanthropic community can respond and
encourage you to share your plans for responding to the disaster by e-mailing
info@michiganfoundations.org. We will collect and share that information with all
our members as we receive it.
The resilience of the human spirit is also a big part of the story emerging from
across Michigan this week. I learned from the State Department of Education
yesterday that more than 75% of local school districts have signed on to the
education reform principles of Race to the Top - doing this in less than a month!
This is good news, and I commend these local school board leaders and school
superintendents for stepping up and recognizing that while the "ink is still drying"
on the fine print, the status quo is not acceptable for our children.
School districts have responded to the challenge and enabled Michigan to submit
a competitive application to Washington next week. While the opportunity to
obtain the federal funds is vital, this application and all of the work that has gone
into it has really demonstrated to us that we Michiganders can work collectively to
transform our state. As I wrote last month, this is a story that will continue to
unfold, and because education is such an important priority to Michigan's
foundation community we will continue to keep you posted.
An important ingredient to the success of our youth in education is access to a
listening ear - a mentor. In a briefing to the Michigan Community Services
Commission, the significant impact of the work of the more than 10,000
Featured Member Benefits
Michiganders who are active Mentors was documented by the evaluator for
Mentor Michigan. But we also learned that mentoring stops too soon. The need
for mentors for older youth is greater than ever. Being that January is National
Mentor Month, I encourage you to visit the Mentor Michigan website and learn
how we can all support mentors and be involved in mentoring.
The challenges are great but as we hear the stories coming from Haiti and our
communities across Michigan, they can be met. Please let me know how CMF
can help you in your response.
CMF's "Far-Reaching" Diversity Work Is Helping Inform National
Effort, Says Foundation Center
From the CMF NewsWire - CMF's Transforming
Michigan Philanthropy Through Diversity & Inclusion
initiative is producing unprecedented data and
sparking important dialogue among members while
informing a national Foundation Center effort to
create a set of national metrics, tools and best
practices for diversity and inclusion. Read more.
U.S. Education, Government Leaders Applaud Woodrow Wilson
Michigan Teaching Fellowship
Quick Links...
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NewsWire
Events
Resources &
Publications
Government Affairs
Effective Practice
Job Postings
E-News Archive
The Council of Michigan
Foundations (CMF) is a
membership association of
more than 350 grantmaking
organizations working
together to strengthen,
promote and increase
philanthropy in Michigan.
E-News is produced monthly
From the CMF NewsWire - More than 90,000 K- 12 students in Michigan will soon
receive more intensive instruction in math and science thanks to the creation of
the new Woodrow Wilson Michigan Teaching Fellowship funded by the W.K.
Kellogg Foundation. Six Michigan universities and five K-12 school districts will
participate in the pilot program. Read more.
Nominate Someone for CMF's Annual Philanthropy Awards
We are now accepting nominations for our annual Philanthropy Awards. Please
consider nominating someone by March 19, 2010:
Community Foundation Philanthropy Award
CMF invites nominations for this award honoring a living individual or couple for
service as both volunteer trustee and donor to help grow community philanthropy
in Michigan on behalf of one or more community foundations.
Russell G. Mawby Award for Philanthropy
CMF, the Michigan Nonprofit Association and the Michigan Community Service
Commission invite nominations for this award honoring the work and philosophy
of Dr. Russell G. Mawby in encouraging private action for the public good through
philanthropy.
for staff and trustees of CMF
member organizations to
keep them informed of
current events and
important news in the field
of philanthropy. To receive
E-News, please send a
request to Mary Trimbach at
Mary Trimbach.
NewsWire: Mike Gallagher,
Editorial Consultant
Editors: Vicki Rosenberg, VP
Education, Communications
& External Partnerships and
Rebecca Noricks,
Communications Manager
Comments, suggestions and
story ideas are welcome.
Please send them to Mike
Gallagher.
info@michiganfoundations.org
616.842.7080
Partner Highlight: Michigan Nonprofit Association
MNA announces the release of the 5th edition of
the Michigan Nonprofit Management Manual. This
600+ page resource builds on the informative
chapters found in previous editions, with many
new features and updates including: a new
chapter on risk management; alignment with
MNA's Principles and Practices for Nonprofit
Excellence in Michigan; updates on laws,
regulations and filing requirements; expanded
chapters on the use of technology; connections to
other resources with many website references and
a revised format to help locate information quickly. Manuals will ship in February,
pre- order your copy today at MNA's online bookstore.
EPIP Michigan Seeking Steering Committee Members
The Michigan chapter of Emerging Practitioners in Philanthropy (EPIP) seeks
nominations for new steering committee members to join in early 2010. The
steering committee provides oversight of the policies and educational
programming for the local Michigan affiliate of EPIP National. Steering committee
leadership is a great opportunity to build your governance skills; develop visibility
and knowledge in the field; and make intellectual and organizational contributions
to the EPIP network! If you are interested in receiving a self-nomination form,
please send an email request to EPIPMichigan@gmail.com.
Books Available in CMF's Lending Library
E-mail info@michiganfoundations.org to borrow these titles today!
15 Points - Successfully Involving Youth in Decision-Making
By Youth on Board, YouthBuild USA, 2006
This comprehensive guide is a logical starting point for begin involving young
people (under 20) and young adults (21 to 30)in the decision-making process at
your organization.
Ten Basic Responsibilities of Nonprofit Boards, 2nd Edition
By Richard T. Ingram, BoardSource, 2009
BoardSource's all-time bestseller, not only explores the board's 10 core
responsibilities, it also puts them into the context of the governance challenges
facing nonprofits today and distinguishes the board's responsibilities from those of
the chief executive and senior staff.
Inclusiveness at Work: How to Build Inclusive Nonprofit Organizations
By Katherine Pease, The Denver Foundation, 2005
Filled with sample documents and group exercises, this manual is an invaluable
resource for any nonprofit working towards inclusivity in its organization.
Upcoming Education & Networking Events
CMF offers more than 60 educational and networking opportunities each year on
topics ranging from alternative investments to workforce development via face-toface meetings, teleconferences and Webinars. Learn more about these and other
opportunities on our events calendar.
Michigan's Cultural Data Project West Michigan Regional Forum
January 15: 10:00 to 11:30 a.m. ~ Grand Rapids
Introduction to the Foundation Center's Philanthropy In/Sight Tool
January 27: 2:00 to 3:00 p.m. ~ Webinar
Making Evaluation Work: Tools and Tips for More Effective Grantmaking
February 2: 2:00 to 3:00 p.m. ~ Webinar
Detroit Area Grantmakers
February 9: 11:45 a.m. to 1:30 p.m. ~ Detroit
Michigan's Cultural Data Project Northern Michigan Regional Forum
February 12: 2:00 to 3:30 p.m. ~ Traverse City
Getting the Most Out of Your CMF Member Benefits
February 16: 10:00 to 11:00 a.m. ~ Webinar
Michigan's Cultural Data Project Upper Peninsula Regional Forum
February 23: 12:00 to 2:00 p.m. ~ Escanaba
Grants Managers Network Conference
Marcy 15-17 ~ Baltimore, MD
Foundations on the Hill 2010
March 16-17 ~ Washington, D.C.
Featured Resources
Each month, CMF provides you with links to the best resources based on a
review of hundreds of new reports and studies.
Foundation Practices ~ Disaster Grantmaking
In response to the earthquake disaster in Haiti, we offer these helpful resources in
planning your foundation's response below. Please share with us what you are
planning at info@michiganfoundations.org and we will share with our entire
membership.
Haiti Emergency Update - Arabella Advisors' recommendations for philanthropic
response to the crisis in Haiti
ReliefWeb - a United Nations website providing up-to-date information as well as
data and documents on the earthquake.
Disaster Grantmaking: A Practical Guide for Foundations and Corporations - a
report that identifies eight principles of good disaster management for
philanthropists published by the Council on Foundations.
AlertNet - run by the Reuters Foundation, provides news, information and analysis
on the earthquake response.
Grantmaking Areas
Michigan by the Numbers: Hard Times Continue
The Michigan League for Human Services offers an overview of the economic
decline in Michigan from dropping inflation-adjusted median household income,
increasing poverty rates, and decreasing coverage of employer-based health
insurance.
An Evaluation of Teachers Trained Through Different Routes to Certification
In this Mathematica Policy report, produced in partnership with the U.S.
Department of Education, researchers explore the effectiveness of teachers with
alternative routes to certification in the classroom.
Reconciling House and Senate Health Reform Proposals: Eligibility, Enrollment,
and Retention Policies that Will Maximize Health Coverage among the LowIncome Uninsured
The Urban Institute explores health reform legislation options to maximize
coverage among low-income, uninsured Americans, thereby making enrollment
and retention simple, seamless, and as automatic as possible for consumers.
Raising the Floor for American Workers
The Center for American Progress explores how comprehensive immigration
policy reforms could help American workers and the U.S. economy.
Children in Immigrant Families in Michigan: Fact Sheet
The Center for Social and Demographic Analysis published a series of 50 statespecific papers intended to provide information about the importance of reducing
language and literacy barriers to ensure that children in immigrant families
achieve success in school and work settings.
New Study Finds Young Children Most Often Missed in Census
A new Annie E. Casey Foundation study shows that more than 1 million young
children under age 10 were missed in the 2000 Census and over three-quarters of
a million children under age five were missed, or nearly 4% of this population
group.
Funder Recognition Opportunities
2010 Governor's Service Awards
Deadline: February 23, 2010
The Michigan Community Service Commission seeks nominations for its eight
2010 Governor's Service Awards, given annually to individuals, businesses, and
organizations to acknowledge their commitment to serving their communities
through volunteerism.
The Purpose Prize
Deadline: March 5, 2010
Civic Ventures seeks nominations for 10 awards totaling $750,000 to social
innovators, 60 years and older, who are creating new ways to solve our most
pressing social issues - from health care to the environment, poverty to education.
John W. Gardner Leadership Award
Deadline: January 29, 2010
Independent Sector calls for your nominations for candidates for the 2010 John
W. Gardner Leadership Award - presented since 1985 to an outstanding
American who exemplifies the leadership and the ideals of John W. Gardner,
founding chair of Independent Sector and a distinguished participant in the
country's educational, philanthropic, and political life.
Featured Member Benefits
Philanthropy In/Sight Free to CMF Members
The Foundation Center is making this interactive
mapping tool available to members, free of charge
for one year, a $1,495 savings which allows you to:





View maps with aggregated grantmaker and
grants data to explore emerging trends
Pinpoint the locations of grantmakers and
grant recipients
Open map pins for facts about grantmakers
and drill down to details about grants
Focus map displays by country, state, county, city, metro area,
congressional district, or ZIP code
Cross-link between grantmakers, recipients and grants to reveal critical
connections
Log in at michiganfoundations.org to gain access.
Want to learn more? Attend a special Webinar on using this new tool on
Wednesday, January 27 from 2:00 to 3:00 p.m. Register here.
To learn more about this benefit and the others benefits available to you, contact
Jeri Fischer, director of membership, if you have any questions.
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National & Michigan Mentoring Month Brings A Call For Donations,
Volunteers
From the CMF NewsWire - During this National and Michigan Mentoring Month celebration, state
and local government officials, foundation and other nonprofit leaders are asking caring citizens to
step forward with donations or volunteer their time to help mentor a child or adult in need. Read
more.
Innovation, Creativity & Flexibility Necessary For Changing Economic
Landscape, Say DAG Presenters
From the CMF NewsWire - Finding news ways to instill creativity, innovation and flexibility into K-20
education is the key to both engaging students in new 21st century learning models and providing a
future workforce to meet Michigan's new industries, according to experts at a recent Detroit Area
Grantmakers luncheon. Read more.
Get more news updates via CMF's Twitter Feed: twitter.com/michfoundations
About the Council of Michigan Foundations
The Council of Michigan Foundations (CMF) is a membership association of more than 350
grantmaking organizations working together to strengthen, promote and increase philanthropy in
Michigan.
Web site: http://www.michiganfoundations.org
January 2010
Dear Nina,
It was wonderful seeing so many of you last month at the annual
meeting and luncheon. We've received excellent feedback about
both the premeeting workshop on how funders can assist
organizations considering a merger or strategic alliance, and on
the annual meeting program itself. If you attended and have not
yet completed our quick meeting evaluation please do so as soon
as possible. Here is the link. This kind of feedback is
enormously helpful.
Many of you enjoyed our keynote speaker Kathleen Enright's
remarks on how grantmakers can help nonprofits emerge
stronger in 2010. Her advice about increasing support to highperforming nonprofits you have a history with, and giving them
general operating support to do what they do best, really
resonated with a lot of you.
So now we turn to a new year, which will include a full docket of
programs (see the January & February schedule below),
expanded services for our members, as well as tracking a
number of issues that may relate to your grantmaking. Front and
center of course is the fact that New Jersey will get a new
Governor in just a few weeks. We have already started reaching
out to representatives of the new administration and look forward
to developing an ongoing dialogue. We will keep you posted and
look forward to scheduling our Conversations with the Cabinet
program series with the new leaders in the coming months.
For all of us at CNJG, we wish you all a healthy, effective
grantmaking year, and look forward to seeing you at a Council
program very soon.
Sincerely,
Nina Stack
President
Council News
Mark Your Calendar: Foundations on the Hill
Foundations on the Hill (FOTH) continues to be an annual
opportunity for CNJG members to build and strengthen
relationships with federal officials, and to inform members of
Congress of the critical role our sector plays in their districts and
communities. FOTH is a two-day public policy event in
Washington, DC for foundation staff members and philanthropic
leaders, co-hosted by the Council on Foundations and the Forum
of Regional Associations of Grantmakers. On March 16 - 17, New
Jersey grantmakers have a valuable opportunity to share with
lawmakers and key staffers the vital work you do and inform them
about the issues that affect foundations. The overall purpose of
FOTH is to: inform and educate Congress about philanthropy;
create visibility for foundations and philanthropy on Capitol Hill;
advocate on issues affecting foundations; and encourage our
representatives to view foundations as resources on key public
In This Issue
Council News
Member News
In Case You Missed It
Upcoming Events
Job Postings
Grantmaker Resources
Quick Links
CNJG Events Calendar
Member Directory
Member Profile
Knowledgebase
New Jersey Together
Job Postings
Geraldine R. Dodge Foundation President
Princeton Area Community Foundation Director of Grants Programs
Delaware Valley Legacy Fund - Executive
Director
Fannie E. Rippel Foundation - Program
Associate
Council on Foundations - Member
Services Coordinator (Temporary)
CNJG posts job listings on its website and
in this monthly newsletter for members. If
you would like to post an opening, contact
Nina Stack at (609) 341-2022 ext. 4210 or
ninastack@cnjg.org.
Membership Tip
Pay CNJG Dues as a Grant
During these challenging times, we want
to keep your membership affordable and
convenient. For tax
purposes, foundations may reasonably
report all dues in excess of $500 as a
grant or other charitable
distribution for purposes of satisfying the
minimum payout requirement. If you wish
to pay a portion of
your CNJG dues as a grant, you may want
policy issues. If you would like to participate, please let us know. to verify this opinion with your foundation's
legal counsel. For
To learn more, visit Foundations on the Hill.
more information, contact Joan Burkholtz.
Member News
Conservation Resources, Inc. Receives Governor's Award
CRI was recently honored with the 2009 Governor's Environmental
Excellence Award for Land Conservation. This award is presented
to a nominee that demonstrates the greatest commitment and
experience in the preservation of open space resulting in the
protection of land from future development. Click here to read
more.
In Case You Missed It
Evaluation Should Be About Learning And Improvement, Not
Just "Proof"
Says Joint Publication by Grantmakers for Effective Organizations
and the Council on Foundations
Evaluation in Philanthropy: Perspectives from the Field offers an
overview of how grantmakers are looking at evaluation and
organizational learning. It is based on GEO's review of the existing
literature and on outreach to grantmakers who make these
activities a priority. (Above link will direct you to the Executive
Summary; a full publication can be downloaded for free by GEO
members, or $12 for nonmembers.)
Grantmaker Resources



Steering Your Board Toward
Good Governance and Ethical
Practice
Learning from Madoff: Lessons
for Foundation Boards
Benchmarks Study/Foundations
Report (scroll to second item on
page)
Did You Know?
From early November to early
December, 12 CNJG members
took the opportunity to
investigate Philanthropy In/Sight
- a new grants mapping tool
provided to you by the
Foundation Center and CNJG.
Check it out today!
Why and How Funders Work Together
After years of hearing that more collaboration would be a good
thing, grantmakers seem ready to find new ways to work together.
Contributors to this guide by GrantCraft share approaches that
have worked for them, as well as the challenges: from setting
grounds rules to sharing control. They also ask, can philanthropy
afford not to collaborate anymore?
About Us
The New American Foundation Cites New Jersey's Preschool
Program as Exemplary
The process of getting from Supreme Court mandate to effective
implementation required action by a broad range of organizations.
Private philanthropy played a key role in bringing a coalition of
groups together to advocate for high standards and to help
districts implement the mandate. Foundations also funded
research, advocacy, pilot programs and effective professional
development. Read the full report.
Trenton, NJ 08608
Physical Address:
Federal Agency Issues Preliminary Plans for Social
Innovation Fund
The Chronicle of Philanthropy, By Suzanne Perry
The Corporation for National and Community Service today
released a long-awaited draft notice spelling out how it will award
grants under the $50-million Social Innovation Fund. Read full
article.
Christie's Challenges: Publicy Policy, Public Image
By Ingrid Reed, Eagleton Institute
Campaign promises aside, Chris Christie's term as governor likely
Council of New Jersey
Grantmakers
Mailing address:
101 W. State St.
221 W. Hanover Street
Trenton, NJ 08618
Phone: (609) 341-2022
Fax: (609) 777-1096
Website: www.cnjg.org
will be defined by his day-to-day dealings with lobbyist trying to
curry his favor. His success or failure will be in how he interacts
with them. Read full article.
Top Philanthropy Events of the Last Ten Year
Read full article.
The Funders' Network for Smart Growth and Livable
Communities (TFN) Announces the Second Class of the
PLACES Program Read More.
Upcoming CNJG Events

Family Philanthropy Online Current Practices in Family
Foundations: New Benchmarking Research, January 14

Arts Funders Affinity Group Meeting, January 15

Finance and Investment Affinity Group: What's Ahead in
2010, January 28

Making Evaluation Work: Tools and Tips for More
Effective Grantmaking, February 2

Environmental Funders Affinity Group Meeting, February 9

Family Philanthropy Teleconference: The Power of
Sabbaticals, February 11

Camden Funders Affinity Group Kick-Off, February 17
Other Events & Programs of Interest

COF Family Foundations Conference, January 31February 2, 2010, San Diego, CA

Grants Managers Network Annual Conference, March
15-17, 2010, Baltimore, MD

Funders' Network for Smart Growth and Livable
Communities, March 22-24, 2010, Pittsburgh, PA

Grantmakers for Effective Organizations National
Conference, April 12-14, 2010, Pittsburgh, PA
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January 2010
A monthly e-newsletter for people interested in Florida philanthropy
Register Today - Jan. 18 Deadline for Host Hotel Discount
FPN's 2010 Statewide Summit on Philanthropy
February 11-12, 2010 - The Peabody Hotel, Orlando
Speakers:
FPN's 2010 Summit will bring together state leaders in philanthropy, nonprofits,
government and business to engage in a discussion and exploration of how we
can do our work differently, and work together in new ways, to adjust to Florida's
new realities - economic and otherwise - both by overcoming the new challenges
we face and identifying new opportunities. Summit session highlights include:
> Register Online
> View the Summit Schedule
Juan Sep�lveda
What Attendees Said About FPN's 2009 Summit
> "Great energy and breadth of content."
> "Probably the BEST organization I've ever seen in all my years of
attending different conferences."
> "Excellent programs; excellent speakers; very good opportunity to
network. Well done."
Annika Sorenstam
Headlines
Edyth Bush Foundation Teams Up With Community Leaders to
Deliver 250,000-Pound Food Basket
The Edyth Bush Charitable Foundation helped community cupboards meet
the demands of hungry families during the holiday season through grants
of $15,000 each to Second Harvest Food Bank of Central Florida, Catholic
Charities and Jewish Family Services of Greater Orlando, which used the
funds to provide more than 250,000 pounds of food to families facing
hunger.
Blue Foundation Honors Nonprofits for Improving Health of
Floridians
Seven Florida nonprofits were honored for their work to improve the health
of Florida's uninsured and underserved as recipients of The Blue
Foundation for a Healthy Florida's 2009 Sapphire Awards. The top awards
went to the Ann Storck Center, Fort Lauderdale, and The Education Fund Plant a Thousand Gardens Collaborative Nutrition Initiative, Miami-Dade
County.
> Philanthropist's Fortune Comes With Challenge
Dorothy Patterson was dedicated throughout her life to helping the sick and the poor and
supporting social advancement through education. So family members were not surprised that
she left a $200 million fortune to establish the Sarasota-based Patterson Foundation, which will
begin making grants this year.
> Paul Sullivan: Gifts Work Harder with Community Foundation
In a Tallahassee Democrat op-ed, Paul Sullivan, board chair of the Community Foundation of
North Florida, describes the positive impacts the foundation has had on the people and
charitable organizations in the local community since its founding 12 years ago.
> Southwest Florida Community Foundation Helps Enhance Lee County Arts & Attractions
For the sixth consecutive year, the Southwest Florida Community Foundation partnered with the
Lee County Tourist Development Council and the City of Fort Myers to support Lee County
nonprofit agencies that provide services in arts and attractions.
> Knight Foundation Extends High-Impact Journalism Fellowships
> Community Foundation for Palm Beach and Martin Counties Helps Nonprofits Address
Homelessness, Food Assistance
> Bank of America Supports Communities In Schools' Dropout Prevention Efforts
> Gulf Coast Community Foundation Helps Nonprofits Extend Human Services, Strengthen
Fundraising
Economy Matters
425,000 Floridians Stayed Out of Poverty in 2009 Due to ARRA Funds,
New Study Estimates
Seven provisions of the American Recovery and Reinvestment Act (ARRA)
prevented about 425,000 Florida residents from living in poverty in 2009,
according to a new analysis by the Center on Budget and Policy Priorities.
The study, which is based on Census data, also found that ARRA is
reducing the severity of poverty for approximately 1.97 million additional
Floridians who are poor by lifting their incomes.
> More People Leaving Florida Than Moving In, New Census Figures Show
Population growth has long been one key pillar of Florida’s economy, but new U.S. Census
figures show that Florida - for many years a major recipient of migrants from other states - is
one of only three states that had more people moving out than moving in between July 1, 2008,
and July 1, 2009. View the Census data here.
> Nearly All Charities Feeling Effects of Recession, New Survey Finds
A new survey by the BridgeSpan Group, conducted in fall 2009, showed that 93% of nonprofits
surveyed were experiencing the effects of the economic downturn, up from 75% one year ago.
The number of agencies that reported funding cuts increased to 80% from 52%.
> In South Florida, Cities Spread Less Holiday Cheer
Across South Florida, cash-strapped cities cut back on charitable donations in 2009.
Find More Resources at FPN's Economy Matters page.
People
> Sue Kabbourim has been named executive assistant for the Edyth Bush
Charitable Foundation, where she is responsible for assisting the president
and other officers of the foundation. Following 17 years in public service in
Central Florida, Kabbourim came to the foundation from the Orlando office of a
national law firm, where she served in various administrative capacities.
Nina Waters
> Nina Waters, president of The Community Foundation in Jacksonville, was
named one of the "10 Jacksonville businesspeople to watch in '10" by The
Florida Times-Union.
Jobs
New job postings on FPN's Jobs Board:
> Director of Operations and Finance
Minnesota Council on Foundations
> Program Manager, Public Policy
Philanthropy Northwest
Giving Trends
> Many Charities Expect Donation Declines in 2009
A Chronicle of Philanthropy poll of 395 charities conducted in early December found that onethird of charities expected their donations to decline by 10% or more by year’s end; another
21% expected smaller declines. On the bright side, many charities said they are doing better in
obtaining large gifts from wealthy donors and in persuading more people of modest means to
give.
New Resources
Vital Voices: Lessons Learned from Board Members of Color
This report presents the results of BoardSource’s first survey designed to
amplify the voices of people of color serving on nonprofit boards. While
more than 86% of board members of color said they almost always or often
feel comfortable voicing their opinions at board meetings, 13% said they
have encountered some form of tokenism. In addition, 25% of board
members of color said they had encountered insensitive or offensive
comments or jokes from other board members and 68% said their board
talked about the need to be more inclusive but failed to take action.
> IRS Compliance Guide for 501(c)(3) Charities
The Internal Revenue Service has released a new compliance guide for charities that
addresses the activities that could jeopardize a public charity’s tax-exempt status, and identifies
general compliance requirements on record-keeping, reporting and disclosure.
Grant Opportunities
Helios Education Foundation: Teacher Professional Development
Pertaining to Language Acquisition and Literacy
Helios is announcing Requests for Proposals focused on Early
Childhood Education (birth-five) teacher professional development
related to language acquisition and literacy. The foundation will hold
webinars on Jan. 12 and Jan. 15 to explain the proposal process.
Women’s Giving Circle of the Gainesville Community Foundation
The Women’s Giving Circle welcomes proposals from nonprofits to
support local programs focused on women and girls in the areas of
economic empowerment, crime prevention and support for victims of
violence, and academic improvement or enrichment. Deadline: Jan.
29.
Florida Philanthropic Network is a statewide association of grantmakers working to
strengthen philanthropy through research, education and public policy.
Join Florida Philanthropic Network.
Not a Grantmaker? Become a Friend of the Network.
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E-Newsletter
July 2009
In This Issue:

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
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

2010 Census
TV Philanthropy
CF Standards
District Days
Member News
Resources
Events
NEWS
2010 Census - Funders Taking Action
The 2010 Census faces a number of challenges, most importantly:
 Increasing diversity of population and growth in immigrant population
 Post-9/11 and “Internet age” concerns about data confidentiality
 Displacement related to economic downturn
Upstate NY funders can play a role in ensuring a fair and accurate count in
2010. The Funders Census Initiative (FCI), is a program of the national
affinity group, Funders Committee for Civic Participation. This working
group seeks to stimulate interest in the 2010 Census among funders and their
grantees, particularly focused on hard-to-count communities. This includes
those living in poverty and immigrant populations—both increasing in our
region over the past 10 years.
Fast Fact
Ledbury Research for Barclay’s
Wealth found that women in
the U.S. give an average 3.5%
of their wealth to charity. The
survey of 500 people with
investible assets of $1 million
or more found that men give an
average of 1.8%.
Women in Philanthropy will be
the topic of a session with
Chris Grumm, CEO of the
Women’s Funding Network at
Exploring the Frontiers of
Philanthropy. More
information.
Visit their website at http://funderscommittee.org/funderscensusinitiative, to
sign up for Census News Briefs and to access information about funder
collaboratives in other states designed to help enumerate hard-to-count
populations.
_____________
Back to the top
The Philanthropist (an editorial)
A new television show portrays the act of philanthropy as an individual effort
by a rich man to make small differences in the lives of those less fortunate.
Really an adventure show, it dramatizes the need around the world and
simplifies the interaction of the main character with those he aids. In the
words of Steve Gunderson, President of the Council on Foundations, “The
Philanthropist is to philanthropy what the Pink Panther is to police work.”
What a shame that this inspiring idea doesn’t address the real causes of hunger
GFNY SURVEY
SERVICE!!
and poverty in the world and, instead, applauds the hero’s ability to
circumvent third world government obstructions, rather than enlisting them as
partners. This show is pure escapism and should be viewed as such. It is
certainly not a realistic or positive view of the field that we call philanthropy.
Back to the top
Want grantee
feedback?
Want to survey
other groups?
Grantmakers Forum
will:
 Help you design the
questions,
 Post the survey via
Zoomerang,
 Give you a web link
to email, and
 Collect the data for
your analysis.
For more information,
contact Liz
Wilder.
CF National Standards Redux
It has been over five years since the Council on Foundations introduced
national standards for community foundations and it is time to renew or
consider first-time compliance. This time around, there are ample resources to
aid the process. Grantmakers Forum is prepared to support our community
foundation members; there will be an exhaustive website introduced by the
Council in August, and webinars are scheduled for those seeking renewed or
first-time compliance. Click on the links for more information.
August 11: National Standards for First-time Compliance, 1:00pm–2:30pm ET
August 18: National Standards for Recompliance, 1:00pm–2:30pm ET
Donnell Mersereau, Council of Michigan Foundations, who leads a Regional
and Community Foundation Associations Learning Community for National
Standards will participate in several sessions at Exploring the Frontiers of
Philanthropy in Ithaca, October 25-27, 2009. Check out the schedule and
register.
_____________
Back to the top
POLICY UPDATE
Grantmakers Forum
of New York
2009 Board of Directors
Executive Committee
George Ferrari, President
Executive Director
Community Foundation of Tompkins
County
Kathy Goldfarb-Findling, V.P.
Executive Director
Rosamond Gifford Charitable
Foundation
District Days. A number of public and private foundations in New York State
will take part in District Days, an activity to visit members of Congress in their
districts in August. Among issues to be discussed: S.676, Sen. Schumer’s bill
for simplification of private foundation excise tax. A version will be
introduced in the house by Rep. Danny Davis. (D-Illinois); H.R.1250, S824,
the IRA charitable rollover bill; the president’s reduction in charitable
deduction to 28%; Serve America Act appropriations for social innovation; the
opportunity for our legislators to join their philanthropy caucus. For issue
briefs or talking points to support your visits, contact the Grantmakers Forum.
During Foundations on the Hill,
members of the New York State
delegation presented Senator Charles
Schumer with a Friend of Philanthropy
award for all that he has done to support
the sector. Those present included: (left
to right) Roshni Melia, Philanthropy
Judith Azoff, Secretary
Assistant Executive Director
Jewish Community Federation
Of Greater Rochester
Dana Gavenda, Treasurer
President
Fairport Savings Bank
NY; Lorie Slutsky, NY Community Trust; Ronna Brown, Philanthropy NY;
George Ferrari, Community Foundation of Tompkins County; Liz Wilder,
Grantmakers Forum of NY; Sen. Schumer; a Phil. NY member; Don Bishop,
A Lindsay & Olive B. O’Connor Foundation; a Phil. NY member.
_____________
Back to the top
Annette Weld, At-Large
Director and Administrator
Halcyon Hill Foundation
Directors
Joseph Casion
Partner
Harter Secrest & Emery LLP
Ann Costello
Director
B. Thomas Golisano Foundation
Alfred M. Hallenbeck
Vice President/Secretary
Kilian J. & Caroline F. Schmitt
Foundation
Diane Hannum
Executive Director
Northern Chautauqua Community
Foundation
James McBride
Treasurer and Executive Director
Bulrush Foundation
Laura M. Weinstein
Market Development Manager
Bank of America
MEMBER NEWS
Welcome to new member Brighter Days Foundation. Established in 2008 to
focus on the needs of children, Brighter Days is located in Webster, NY. The
foundation is staffed by Grantmakers Forum board member Annette Weld.
Contact Annette at annetteweld@rochester.rr.com.
After 18 years of supporting the needs of pre-school children in the Rochester
area, Halcyon Hill Foundation will disband to better meet the philanthropic
goals of their trustees. The foundation has been an active member of
Grantmakers Forum and we wish their trustees success in their new endeavors.
Collaborative Wins National Award. Future Care Planning Services, a
collaborative program of Rochester-based Lifespan, Al Sigl Center and The
Arc of Monroe, won one of seven 2009 National Family Caregiving Awards,
sponsored by the National Alliance for Caregiving and MetLife Foundation.
The award recognizes community-based programs supporting family
caregivers of older adults, rewarding innovation, effectiveness, and
responsiveness to caregiver needs. The program is supported by the Golisano
Foundation, United Way of Greater Rochester and legislative member items.
StoryCorps records memories of the 1972 Elmira flood. Funded by Triad
Foundation and the Community Foundation of Elmira-Corning and the
Finger Lakes, the Arts Council of the Southern Finger Lakes is coordinating
local participation in StoryCorps, a national oral history project that has
conducted thousands of interviews across the U.S. The interviews will be
archived at the American Folklife Center in the Library of Congress.
Back to the top
RESOURCES
Building Leadership for Upstate Nonprofits. Do you know a current and/or
former executive director with successful experience in nonprofit executive
management; a nonprofit professional who is currently or has already served
as an Interim Executive Leader who would like to receive specialized training
to augment and build upon their current skills; or a nonprofit professional or
consultant who clearly demonstrates executive leadership knowledge, abilities,
maturity and effectiveness?
The Interim Executive Director Leadership (IEL) Program is designed to help
meet the needs of nonprofit agencies as significant numbers of nonprofit
executives are expected to retire over the next 5 years. Trainings for accepted
program participants are scheduled in August in Albany and Rochester. For
more information click here or contact: Jennifer Lockwood, Program Director
jlockwood@nycon.org (845) 454-5062 x. 102
Communicating for Impact: Strategies for Grantmakers
In this guide from GrantCraft, a variety of grantmakers explain how they use
communications to advance programmatic goals. Get tips on
developing strategy, managing relationships, using new
media, and more.
ACT Rochester is online. In a recent Conversation on Grantmaking,
Rochester Area Community Foundation VP Ed Doherty described the ACT
(Achieving Community Targets) Rochester project to provide comprehensive
data that will inform and transform the culture of public discussion in the
region. Visit their website to learn the facts about the seven counties around
Rochester.
How Public is Private Philanthropy? The Philanthropy Roundtable states
the case for less government regulation of the philanthropic sector. Hard
copies of this guidebook are available, free of charge, to qualified individual
donors, foundation trustees and staff, and corporate giving executives. For
more information call 202-822-8333 or contact
main@philanthropyroundtable.org.
CALENDAR
Member Input about programs is always welcome. Please contact us any time
with suggested topics and/or speakers.
GRANTMAKERS FORUM EVENTS
July 31, 2009, 10:00-11:00am
Strengthening Arts and Cultural Organizations: NYS Cultural Data
Project
Learn about this online management tool for arts organizations, recently
launched in New York State. CDP permits users to track their own financial
and programmatic performance over time, to benchmark against comparable
organizations in specific disciplines, geographic regions, and budget sizes, and
to streamline the grant process. How can this help your grantmaking?
Presenter: Arin Sullivan, Pew Charitable Trusts
Teleconference - Open to NYS funders. Fee: $10.00. More information and
Registration Form.
August 10, 2009 3:30 - 4:30 pm
Conversations on Grantmaking: How Grantmakers Make A Difference
Teleconference with Mary Corbitt, Executive Director of the Foundation of the
Monroe County Bar. She will share their unique experience creating a colocated facility for nonprofit legal services in the area. Members-only.
No fee but please register to receive call-in instructions.
October 25-27, 2009
Exploring the Frontiers of Philanthropy, Statler Hotel, Ithaca
Hosted by Grantmakers Forum of New York and Western New York
Grantmakers Association. Join your NYS colleagues for learning and
networking. National speakers, local experts, valuable connections!
Information and Registration.
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Local/Regional/National Events
July 31 – August 2, 2009
Multigenerational Family Retreat
Association of Small Foundations/Council on Foundations
Interlaken Inn, Lakeville, CT
September 22-24, 2009
Grantmakers for Children, Youth, and Families
Call for Sessions for 2009 GCYF Fall Forum
Minneapolis-St. Paul, MN.
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Questions or Feedback? Please contact us at: newsletter@grantmakers.org
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Upcoming
Events
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Funders
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Resources
GWP's e-Headline
Service
Want a fast way to
skim through local
and national news
affecting
philanthropy?
GWP offers a daily
free compilation of
headlines delivered
by email, with links
to the original
source articles.
For more
information please
email Barbara
Farrell at
bfarrell@gwpa.org.
New From the
Foundation
Center:
Philanthropy
In/SightTM
The Foundation
Center has
Philanthropy News
New $50 Million Social Innovation Fund
The Corporation for National and Community Service plans to award grants ranging from $5
million to $10 million in the 2010 fiscal year to “intermediary grantmaking organizations” in order
to support innovative nonprofit agencies. Read about it here. Public comment for the draft
guidelines for this federal funding will be accepted through January 15, 2010. View the draft
notice/submit feedback.
Foundation Leaders and Strategy
A new report from the Center for Effective Philanthropy takes a look at “more strategic”
foundation leaders as opposed to “less strategic” ones. Essentials of Foundation Strategy
identifies several "defining elements" of more strategic leaders. They include :
• An external focus that incorporates information from outside the foundation such as grantees
and consultants
• An ability to explain how using foundation resources will help achieve specified goals
The report also notes the impact of using a strategic plan for the foundation; communications
strategies; and assessing the foundation’s performance regularly. Read the full report (allow
ample time to load).
Corporate Philanthropy and the Recession
The recession has of course affected corporate philanthropy – with some unexpected results.
The Committee Encouraging Corporate Philanthropy (CECP) has released the 2009 edition of
Giving in Numbers, its annual report analyzing benchmarking data from corporate donors. Over
half (53%) of surveyed companies increased the level of their giving from 2007 to 2008; noncash giving significantly increased as a result of the recession. An executive summary and the
full report are available here. An article in USA Today describes how companies like Target are
taking advantage of social networking tools like Facebook to give the public a voice in their
giving and build their online presence. Read the full article. And, this feature in The Financial
Post details results from using outcomes-based giving to measure return on philanthropic
investments.
Engaging Next Generation Leaders in Strategic Philanthropy
How do you go about developing future leadership in a family foundation? Sharna Goldseker of
introduced a robust
new online tool
entitled
Philanthropy
In/Sight. It enables
users to create
custom interactive
maps, combining
the Center’s
database of grants
with dozens of
overlays of
demographic and
other data from the
U.S. census and
other sources.
This new tool
allows you to
quickly create
customized Google
maps that illustrate
giving patterns,
community needs,
and funding
relationships at the
community level,
by zip code or
nationally. The
Philanthropy
In/Sight service is
now available free
of charge to GWP
members for one
year.
Members are
highly encouraged
to view the online
demo by clicking
'take the
tour' available at
Philanthropy
In/Sight. If you are
interested in
access, please
contact GWP.
Got News?
Are there recent
changes in your
organization’s
funding
strategies?
Noteworthy
the Andrea and Charles Bronfman Philanthropies describes some ways to engage nextgeneration family members. She suggests formally inviting them to take part; treating them as
peers; and providing training, among other recommendations. The full article is available (free
registration required) on website of the National Center for Family Philanthropy.
Member News!
New Members and Member Transitions
There will be some new faces at upcoming GWP programs. The Christine and
William Maley Charitable Foundation became a new member this fall, and
GWP is also pleased to announce two new guest members: The McGuinn
Family Foundation and the Blood Science Foundation. Please join us in
welcoming all of them.
In other member news, a new team is in place at Columbia Gas of
Pennsylvania: Mike Marcus, Lisa Carmean and Rachel Vaness are now
managing the organization’s communications and community relations activities.
Also this fall, Mary Lee Gannon was named president of St. Margaret
Foundation; she was previously President and CEO of Forbes Health
Foundation.
Elizabeth J. Tata, Vice President and Secretary of Laurel Foundation since
January 2008, has been promoted to the position of President and Secretary as
of January 1, 2010. Betty joined the Laurel Foundation in 2001 after a 28-year
career at Alcoa, including developing and subsequently managing its Education
and Training Center. Timothy M. Inglis, who formerly held the position of
President, will continue to serve Laurel Foundation as Treasurer and as a
Director.
This fall also saw transitions for a number of GWP members, including the
departures of Mary Navarro, former senior program officer, from The Heinz
Endowments and Kathy McCauley from Staunton Farm Foundation. Mary
continues to teach in the Heinz College Arts Management program at CMU, and
Kathy has returned to her previous work as a consultant. As of December, Amy
Snider joined the United Way of Allegheny County, moving from her previous
position as program officer at the Roy A. Hunt Foundation. GWP looks forward
to staying in touch with all prior members in their new roles.
In an update on a former member: Mary Phan-Gruber (former executive director
of Birmingham Foundation) recently joined the Allegheny County Department of
Human Services as the Deputy Administrator of the Area Agency on Aging.
Finally, Velma Monteiro-Tribble, Chief Operating Officer and Assistant Treasurer
of the Alcoa Foundation, is taking early retirement as of January 1, 2010. She
looks forward to cutting back on international travel, remaining in the Pittsburgh
area, and staying active in the community. Please join GWP in extending best
wishes to Velma for a fulfilling and active retirement!
Member Recognition
projects you have
supported? Has
your organization
or staff recently
been honored?
The GWP
newsletter is a
great way to let
other members
know - please send
us updates any
time.
About Us
GWP is a
professional
membership
association serving
over 85 member
organizations in
western
Pennsylvania. We
provide
professional
education,
networking, and
informational
services to our
members and the
broader
community.
Comments,
suggestions and
story ideas are
welcome. Please
send them to us or
call 412-471-6488.
Congratulations to Mary Anne Dunham, Board Chair of the Women and Girls
Foundation
and recipient of the 19th annual Athena Award. The Athena Award recognizes
women in our community who demonstrate excellence, creativity and initiative in
their business profession, contribute time and energy to improving the quality of
life for others in the community and actively assist women in realizing their full
leadership potential.
Members in Action
The Buncher Family Foundation recently made a leadership commitment
totaling $500,000 to support construction of a new Miracle Field in Murrysville.
Miracle Fields are fully accessible and designed to enable children with and
without disabilities to use them; they include features such as bases and
baselines that light up for children who are deaf, and bases that vibrate for
children with visual impairments. The municipality of Murrysville has set aside
almost five acres for the new field and the Buncher Family Foundation contributed
$250,000 in July to support its construction. The foundation also announced a
challenge grant of an additional $250,000 to be awarded when $2 million is raised
to complete the funding.
Community Foundation of Greene County (CFGC) recently received
confirmation that it met the requirements set by the Council on Foundations’
National Standards for U.S. Community Foundations program, the “gold standard”
for community foundations. The National Standards Seal provides assurance to
CFGC’s donors, financial and legal advisors and the public that their charitable
dollars are invested wisely. Congratulations to CFGC’s staff and board!
Coming in 2010
Funders Flock to Pittsburgh
In spring 2010, two national funders’ networks are holding their conferences in
Pittsburgh. GWP is serving as co-sponsor for both events and both are extending
significant discounts to GWP members. Members are encouraged to take
advantage of the opportunity to learn from national presenters and colleagues.
Grantmakers for Effective Organizations (GEO) will hold its conference,
“Unleashing Philanthropy’s Potential,” on April 12 – 14, 2010. An early bird
discount on registration is still effective through December 31, 2009. Click here for
more information.
Smarter grantmaking isn't just nice ... it's a necessity.
The Funders Network for Smart Growth and Livable Cities (TFN) is
sponsoring its annual conference, “United We Sustain,” on March 22 – 24. TFN
is offering GWP members a $100 discount if you register prior to February 19,
2010 on TFN’s website, select the non-member option and choose payment by
check. Click here for more information.
New Publications
Accelerating Change for Women and Girls: The Role of Women's Funds
In this publication, the Foundation Center and Women's Funding Network take
a look at giving patterns and trends among private and community foundations;
they also examine how women's funds have changed the field of philanthropy.
Principles Workbook: Steering Your Board Toward Good Governance and
Ethical Practice
Independent Sector and BoardSource developed this new workbook together.
It is designed to help boards and executive staff assess their organizations and
identify next steps to improve governance.
Learning from Madoff: Lessons for Foundation Boards
Over 80% of foundations that lost assets to Bernard Madoff's fraudulent
investments had fewer than five trustees on their boards. In this publication, the
National Committee for Responsive Philanthropy investigates whether there
was any relationship between board composition and potential exposure to
Madoff's Ponzi scheme.
Benchmarks Study/ Foundations Report
No surprise at this headline: 2008 was a tough year on endowments. The
Commonfund Institute recently completed a national study showing that
grantmakers’ endowments sank by 26 percent last year. As recent as 2007,
foundation endowments typically earned an average of 9.9 percent. However,
according to William Jarvis, managing director at Commonfund Institute,
foundations had higher returns on their investments than the overall market.
| (412) 471.6488 | mharris@gwpa.org
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650 Smithfield St., Suite 210
Pittsburgh, Pennsylvania
US
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DECEMBER 2009: VOL. 3, ISSUE 12
To kick off the new year, we have made some additions
and changes within our board of directors. Please join us
in welcoming new directors Suzie Light (Kosciusko County
Community Foundation) and Jean Vrabel (Lincoln
Financial Foundation). Their appointments come as Tom
Leedy leaves his post after six years of dedicated and
valuable leadership. Sherry Stark will serve as our new
chair, Betsy Bikoff will be vice chair, and Amber Roos will
become secretary. Gary Bauer remains treasurer.
2010 will also bring changes to our website. Be sure to
learn more in Service Spotlights.
We thank you again for your support during a turbulent
2009. We very much appreciate your participation in our
association and look forward to building a brighter
tomorrow with you in the weeks and months to come.
Happy New Year!
Marissa Manlove, CAE
President and CEO
*New Listings in Red
Community Affairs
Discussion Group
January 20
YP Ambassador Orientation
January 22
8:45 a.m. - 2:45 p.m.
United Way of Central Indiana
Southeast Regional
Roundtable
January 25
11:00 a.m. - 2:00 p.m.
Salem
Council on
Foundations Family
Philanthropy Conference
January 31 - February 2
San Diego
Estate Tax, IRA Rollover to Expire
Two provisions of importance to the nonprofit community
have been allowed to lapse by Congress. Both the estate
tax and IRA Charitable Rollover will expire at midnight.
While the House passed a permanent extension of the
estate tax at its 2009 levels, the Senate has failed to
approve even a two-month extension of the measure.
Leaders hope to pass a bill retroactive to the beginning of
the year in 2010 but, if nothing is done, the estate tax will
disappear for twelve months before returning in 2011 with
a $1million exemption level and 55% tax rate.
Tell Congress your thoughts
The IRA Rollover was also supported in the House as part
of a $31 billion tax extenders act. While similar action
stalled in the Senate, both Senate Finance Committee
Chairman Max Baucus and ranking member Charles
Grassley have pledged to remedy the situation as soon as
possible in 2010.
Evaluation: A Way to Learn and Improve
Evaluation in Philanthropy: Perspectives from the Field, a
joint publication by Grantmakers for Effective
Organizations and the Council on Foundations, offers an
overview of how grantmakers view, implement and learn
from evaluation today. The report's executive summary
highlights five emerging ideas about evaluation and
provides examples of the ideas being put into practice by
foundations.
Learn more
Funder Collaboratives: Making Groups Work
The latest guide from GrantCraft explains, through the
words of grantmakers, how foundations can make a
bigger impact by working together. Contributors share
strategies for structuring a collaborative to fit its purpose;
building strong relationships and resolving conflict; and
figuring out if the collaborative you're in is working. You
can download the guide for free, or order a hard copy at a
20% discount by entering our promo code IGA20 at
checkout.
Learn more and download
Addressing the Next Ten Years of Change
To prepare for its upcoming strategic planning process,
the United Way of Greater Cincinnati has produced an
environmental scan identifying the most significant change
drivers likely to affect its region and organization in the
period 2010-2020. The drivers affect six fundamental
areas: demographics, economics, technology, social
attitudes, public policy and the charitable giving
environment. The work is a great example of an attempt
to "get there early," a concept covered at this year's
Leadership Academy by Randy Mayeux. Download the
scan
Aging Implications: A Wake Up Call
Making Evaluation Work:
Tools and Tips for More
Effective Grantmaking
February 2
2:00-3:00 p.m.
Webinar
International Corporate
Philanthropy Day
February 22
Worldwide
Foundations on the Hill
March 16-17
Washington, DC
International Corporate
Citizenship Conference
April 11-13
Boston
2010 GEO National
Conference: Unleashing
Philanthropy's Potential
April 12-14
Pittsburgh
*Early registration ends
December 31
GIFT Spring Conference for
Community Foundations
April 22
Westin Indianapolis
Council on Foundations
Annual Conference
April 25-27
Denver
A new summative report from the Indiana Chamber
Foundation's Workforce Wise Project explores how
employers, workers, educators, philanthropists and
policymakers can proactively address our aging
workforce. With insights from IGA included, the study
outlines Indiana's most pressing aging issues and ways
our sector can be of assistance. Read the report
Building the Communications Capacity of Grantees
Nonprofits can't create an impact on the issues you fund-or support your theory of change--if they aren't able to
effectively communicate about their programs. A new
guide from Spitfire Strategies provides you with a fourstep process to putting a strong communications capacitybuilding program into place for your grantees.
Learn the steps (PDF, 13pgs, 755KB)
YP Ambassador Orientation: January 22, 2010
Your next chance to join Indiana's grassroots youth
philanthropy network is coming on Friday, January 22,
2010. The Youth Philanthropy Initiative of Indiana's
Ambassador Orientation will take place in the RCI ABC
Rooms on the first floor of the United Way of Central
Indiana, located at 3901 N. Meridian
Street in Indianapolis, from 8:45 a.m. until 2:45 p.m. Cost
is only $35 per person.
Participants will receive over $1,000 worth of youth
philanthropy resources to help them integrate
philanthropic concepts into their existing programs and
share with other organizations in their communities. If you
are interested in learning more about resources related to
youth giving and serving; serving as an advocate for youth
philanthropy; and sharing what Indiana is doing to engage
youth in making a difference, this one-day Ambassador
Orientation is for you. To learn more and register, visit:
http://www.ypin.org/ambassadors_overview.htm
Members Honor Tomorrow's Leaders
The seventh annual Governor's Awards for Tomorrow's
Leaders program involved several IGA member
representatives. Janet Heldt of Old National Bank
nominated a winner; Michael Twyman of the Nina Mason
Pulliam Charitable Trust served as a member of the
selection jury; Rosemary Dorsa of Central Indiana
Community Foundation spoke at the awards ceremony;
and Samuel Bowles, board member at the Community
Foundation of Crawford County, received an award.
He was nominated by the foundation's CEO Bonita Embry
Dick Creger
GIFT Program Associate
Indiana Grantmakers Alliance
My favorite book is Quiet
Strength by Tony Dungy.
If I didn't work for IGA, I would
probably still be the executive
director of the South Madison
Community Foundation.
One person I would like
to meet is Dwight D.
Eisenhower because he grew
from a Kansas boy into a five-star
general who became President of
the United States. It would be
interesting to hear his
perspective as to the "hows" and
"whys" of his life's journey.
My favorite travel destination
is southern Germany.
People might be surprised that
I listen to the oldies but goodies
of the '60s and '70s.
My favorite quote is: "Lead,
follow or get out of the way." -Thomas Paine
If you have a story or comment to
share, please send it to
news@indianagrantmakers.org.
Also, be sure to add us to your
press release distribution list.
We appreciate your feedback!
Edited by Jana Grabarek
Coots. Congratulations to those honored and involved for
drawing attention to the outstanding Hoosier leaders ages
19-29 who have achieved excellence in the areas of
education, community service and entrepreneurship.
Learn more
CF Guides Students in Grantmaking
With the help of the Community Foundation of Muncie and
Delaware County, a class of Ball State University students
recently granted $10,000 to three local nonprofit
organizations. Students taking "Giving and Getting:
Understanding Philanthropy in the Modern World" with
Professor Greg Witkowski requested and reviewed eight
grant proposals before selecting their recipients. In the
process, they learned about the needs in their community,
the functions of local charities and the tough decisions
faced by those with money to give. Kudos to the
community foundation staff for advancing philanthropy in
the state of Indiana! Learn more
Ball Brothers Funds Muncie Strategic Planning
Also in Muncie, the mayor announced that the Ball
Brothers Foundation has awarded a grant to the High
Performance Government Network to help the City
implement its strategic performance plan. This unique
support of community development will help the local
government seek enhanced information technology,
economic stability, strategic partnerships, financial viability
and employee development. Learn more
New Year, New Website
When logging on to indianagrantmakers.org in 2010,
you'll be greeted by a brand new website design. The
look is updated and materials are freshly arranged in a
way we hope will make navigation simpler. As you
browse the site, be sure to let us know of any
problems or suggestions you have. We'll be refining
content throughout the new year to create the most useful
resource possible.
New usernames and passwords will be distributed to
members next week (contact Sarah Geis if your
information hasn't arrived by January 8), but if you need
to access a member material immediately, simply click on
the "Forgot Password?" link in the member login box.
After entering your email address, a message containing
your updated information will be sent by our new
database system.
Our enhanced site contains direct access to the
Knowledgebase, a brand new member directory, as well
as opportunities to register for most IGA events online.
We'll be introducing all its special features in the weeks to
come, so we hope you'll visit and let us know how we can
continue to improve our online home. Visit the new site
Learn more about Alliance member benefits
Program Manager, Public Policy
Philanthropy Northwest
Director of Operations and Finance
Minnesota Council on Foundations
Find more opportunities in philanthropy
This newsletter is brought to you by Indiana Grantmakers Alliance. Copyright 2007.
Contact Us at 317.630.5200, 317.630.5210 Fax or info@indianagrantmakers.org.
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NCG Family Philanthropy Exchange Newsletter
Welcome
FPE Newsletter Inaugural Issue
Winter 2010
In This Issue
-Inaugural Issue
-International
Grantmaking for Small
Foundations
NCG is excited to kick off 2010 with the launch of the new Family
Philanthropy Exchange (FPE) Newsletter. This quarterly publication will
feature resources, tools, and programming targeted specifically to family
grantmakers.
-Ensuring the Success of
Your Evaluation Efforts
As an NCG member, you can expect to receive this electronic newsletter in
your Inbox at the beginning of the months of January, April, July, and
October.
-Making Evaluation Work
webinar
Upcoming Events
International Grantmaking for Small
Foundations 1/13/10
-NCFP Teleconference
Series
-FPE Online
-NCG Website Tutorials
-FPE Listserv
Save the Date
Northern California Grantmakers, the Association of Small Foundations and
the New Field Foundation invite you to attend a panel on international
grantmaking featuring philanthropic leaders who will discuss opportunities and
new trends for small foundations.
Learn more online.
Ensuring the Success of Your Evaluation
Efforts: What's Capacity Got To Do With
It? 1/20/10
As a funder you want to ensure the success of the communities in which you
fund. But with limited staff and resources, how do you get the information that
you really need. How do you assess your own capacity for evaluation, as well as
your grantees?
In this session, participants will draw on a wide range of evaluation experiences
that include assessing, developing and sustaining the evaluation capacity of
International
Grantmaking for
Small Foundations
1/13/10
Ensuring the Success
of Your Evaluation
Efforts
1/20/10
funders and their grantees, taking into account the unique challenges that face
family foundations.
Learn more online.
NCFP Teleconference Series 1/14/10
& 2/11/10
As an NCG member, you have free access to participate in the National
Center for Family Philanthropy's (NCFP) monthly teleconference series.
The next two NCFP teleconferences will be:
January 14, 2010
Current Practices in Family Foundations: New Benchmarking Research
National Center Senior Fellow and nationally known consultant Alice Buhl will
present the findings of the National Center's first-ever random survey of
family foundations.
Learn more online.
February 11, 2010
The Power of Sabbaticals
This call will feature NCG member Carrie Avery, President of The Durfee
Foundation, and Patti Giggans, Executive Director, Peace Over Violence.
The teleconference will present new research on the impact sabbaticals can
have on nonprofit organizations and their leaders.
NCFP Teleconference:
Current Practices in
Family Foundations
1/14/10
COF Family
Philanthropy
Conference
1/31/10 - 2/2/10
Making Evaluation
Work webinar
2/2/10
NCFP Teleconference:
The Power of
Sabbaticals
2/11/10
NCG Events Calendar
Tools & Resources
Learn more online.
Making Evaluation Work Webinar 2/2/10
With funding and support from NCG member The James Irvine Foundation,
FSG Social Impact Advisors interviewed dozens of foundation trustees, CEOs
and evaluation experts to develop a set of tools and resources designed to help
leaders answer the following questions: How do foundation trustees use
evaluation? What types of evaluation information are most helpful to
trustees? How can evaluation results help them make decisions?
Join FSG and a panel of foundation trustees on Tuesday, February 2 at 11am
PST (2 pm EST) for a discussion on how evaluation can better serve trustee
needs. The webinar will include real-life examples of evaluation tools and
techniques that provide trustees with actionable knowledge that will support
your organization's mission.
FSG Trustee
Evaluation Toolkit
FP Online
Learn more online
Resources
FPE Listserv
FPE Online
Philanthropy Blogs
FP Online is an online knowledge center available to NCG members courtesy
of the National Center for Family Philanthropy. This searchable online library
focuses on a wealth of resources for giving families and those who work with
them.
Learn more online.
NCG New Website Tutorials
Last fall NCG launched its new website. With expanded resources and
interactivity, the new website has many features new to members. Members are
encouraged to review the new website tutorials NCG has produced. These
website tutorials will provide step-by-step directions on how to use some of
our new online features.
Check out the website tutorials online.
NCG Launches New FPE Listserv
Join the Family Philanthropy Exchange (FPE) listserv. The purpose of the
FPE listserv is to provide NCG family members a way to quickly connect with
peers, ask a question, share best practices, and enhance family grantmaking in
the field.
NCG Blog
Chronicle of
Philanthropy Blog
Foundation Center
Blog
Family Philanthropy
Blogs
The Philanthropic
Family
Hosted by NCG, the FPE listserv is a private space for FPE members to
discuss their day-to-day challenges, seek advice, and problem solve with peers.
To join the listserv click here.
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NCG Corporate Contributions Roundtable Newsletter
On The Move
NCG Welcomes New Program Officer
NCG is excited to announce the appointment of Lauren Maher to the position of Program
Officer for Collaborative Philanthropy. Lauren will work with NCG volunteer committee
members and other NCG staff to implement and advance collaborative philanthropy in the
region. She will be the new staff liaison to NCG's Corporate Contributions Roundtable (CCR) as
well as manage the Arts Loan Fund and the Emergency Loan Fund.
Lauren begins working here at NCG on November 9th. Please join us in welcoming her to her
new position.
Fall 2009
In This
Newsletter
-NCG Welcomes
New Program
Officer
-CCR Co-Chair
Departure
-Integration of
CSR Programs
-NCG's Disaster
Preparedness &
Response
Toolkit
CCR Co-Chair Departure
Save the
Date
CCR Steering Committee Co-Chair Jennifer Chavez Rubio has been appointed Director of the Office of Private
Sector Initiatives with the United States Peace Corps in Washington, D.C. Her last day at Silicon Valley Community
Foundation was October 22.
New Models
of Social
NCG would like to congratulate Jennifer on her new position and thank her for her years of active participation. We
Responsibilit
are especially thankful for her leadership as Co-Chair of the CCR Steering Committee.
y: A Global
Virtual
Join us in wishing Jennifer good luck as she departs the Bay Area.
Summit
Program Reflection
Integration of CSR Programs
On October 22, CCR members gathered over lunch at the East Bay Community Foundation for
a lively discussion about different approaches to integrating Corporate Social Responsibility.
Participants heard from Celina Pagani-Tousignant of Normisur International, Daniel Lee of
the Levi Strauss Foundation and Mike Hannigan of Give Something Back. The group
discussed the challenges they face reconciling the goals and perspective of grantmaking with
those of other CSR components, as well as the importance of communicating the value of CSR
within an organization.
The slides that accompanied Celina Pagani-Tousignant's overview of CSR-its goals, components
November
8th - 9th
Engaging
Employees
in Corporate
Philanthropy
November
18th
NCG Events
and evolution over time-are available online.
Calendar
Special thanks to Gillian Moxey and the East Bay Community Foundation for providing the
venue and to Dean Osaki and Target Corporation for providing lunch.
Philanthro
py Blogs
Resources
NCG Blog
NCG's Disaster Preparedness & Response Toolkit:
Are You Disaster Ready?
Chronicle of
Philanthropy
Blog
Whether or not disaster preparedness is one of your funding areas, a local or regional disaster
will affect your grantees, your staff, and your organization's ability to operate.
NCG's Disaster Preparedness & Response Toolkit is a new resource that can help your
organization plan for and respond to disaster. Whether preparing an internal business continuity
plan for when disaster strikes, considering how to strengthen grantee resilience in the face of
disaster, or engaging in collaborative funding with other foundations--the Toolkit is helpful for
your organization.
Learn more about the NCG Disaster Toolkit online.
Foundation
Center Blog
Corporate
Philanthro
py Blogs
NCG New Website Tutorials
Last month NCG launched its new website. With expanded resources and interactivity, the new
website has many features new to members Members are encouraged to review the new website
tutorials NCG has produced. These website tutorials will provide step-by-step directions on how
to use some of our new online features.
Check out the website tutorials online.
Reimagining
CSR
Join the CCR Listserv
Join the CCR listserv. The purpose of the CCR listserv is to provide NCG corporate members a
way to quickly connect with peers, ask a question, share best practices, and enhance corporate
grantmaking in the field.
Hosted by NCG, the CCR listserv is a private space for CCR members to discuss their day-today challenges, seek advice, and problem solve with peers. To join the listserv click here.
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Corporate
Citizenship
Featured Items
Ohio Grantmakers Forum
January 13, 2010
Grantmaking Outlook Survey
New on OGF's Website
Job Listings
Community Leadership
Grantmaking Outlook Survey
Corporate Input Needed
What's ahead in 2010?
How Does Your Foundation
Compare?
Surving the Times, New
Ways to Work Together
Strategic Leading, Project
Streamline, Evaluation
OGF is gathering info on this year's outlook. Don't be left out - if you are a
primary contact you should have received a link to our outlook survey. Those
responding get a FREE copy of the report and a chance to win one FREE
CONFERENCE REGISTRATION! Email Janet Kasler if you need the link resent.
IRA Rollover Expires, Road
to Recovery
Neighborhoods, Social
Innovation, Great Lakes
Region, Missing Children,
American Journalism
Board Profile: Janelle
Simmons
Your Colleagues in Action
Send Us Your News and
Updates
New on the Website
Online resources
Ohio: State of Philanthropy 2009
This report presents snapshots on individual and
organized philanthropy in Ohio and its regions as well as
research focused heavily on the impacts of the economy
on foundation operations.
January 2010 OGF Connection
OGF MEMBER BENEFIT
Topics Include: Lessons Learned in 2009; Letting Our
Employees Decide; Economic Impact -- Past and Future;
The Other Side of the Great Recession.
Visit Us Online
Job Listings
Career resources
Assistant Grants Processor
Mandel Foundation
Development Officer
The Findlay Hancock County Community Foundation
German Marshall Fund Fellowship
The George Gund Foundation
Director of Operations and Finance
Minnesota Council on Foundations
Financial Officer
Fairfield County Foundation
Student Summer Intern
The Columbus Foundation
Internship
The Health Foundation of Greater Cincinnati
OGF Programs
Summer Intern
The Cleveland Foundation
Current Practices in
Family Foundations:
New Benchmarking
Research
FP Online
Teleconference
January 14, 2010
12:00 PM - 1:30 PM
Numbers Count
A program for corporate
and foundation funders
January 20, 2010
Noon - 1:30 p.m.
Columbus
Local News - Is There
a Role for
Philanthropy?
January 28, 2010
Noon to 1:30 p.m.
Cleveland
Making Evaluation
Work: Tools and Tips
for More Effective
Grantmaking
Webinar
February 2, 2010
2:00 PM - 3:00 PM
Rebuilding Blocks
February 2, 2010
9:00 - 11:00 a.m.
Cleveland
Cleveland 2010: What
You Expect, Need and
Plan to Do
February 12, 2010
9:00 - 11:00 a.m.
Cleveland
If you have a job opening at your foundation, let us know. Unless otherwise
noted in a listing, all positions will remain on the OGF website for one month to
ensure the most up-to-date listings.
For Community Foundations
Latest and best knowledge resources
On Community Leadership
Creating a Community Leadership Compass was
developed with support from the Community
Foundations Leadership Team and the Council on
Foundations as part of the strategic focus on community
leadership.
For Corporate Funders
Latest and best knowledge resources
Calling All Corporates - Your Input Requested
As OGF plans programs and services for corporate members in 2010, we are
seeking your input on what issues and speakers are top on your list this year.
Please be on the lookout for a brief OGF corporate member query (for all
individual contacts at all corporate member organizations). Your feedback is
valuable and will help OGF to bring to our members a series of high-level
teleconferences tailored to what we hear from you.
Earthquake in Haiti - How Companies Can Help
While details are relatively limited on the impact of yesterday's earthquake in
Haiti, it is clear that the earthquake has taken a major toll. Companies are
often the first to step up with offers of support. Here is a quick summary of
resources for those working on their company's response.
For Family Foundations
Latest and best knowledge resources
How Does your Foundation Compare?
Findings from a survey of family foundations' practices
in the areas of legacy, vision, mission, governance,
family involvement, board functions, grantmaking, fiscal
oversight and foundation management.
Related Program: OGF will offer Current Practices in
Family Foundations: New Benchmarking Research, an
FP Online Teleconference, on Thursday, January 14.
Philanthropy and the Economy
Data and trends to inform action
Surviving Tough Times
La Piana Consulting's latest eNewsletter highlights a framework nonprofits can
use to analyze their organizations' financial underpinnings and identify
practical options for financial restructuring.
Related Initiative: With support from Cleveland-area funders, the Cuyahoga
County Human Services Strategic Restructuring Pilot has been launched.
Why and How Funders Work Together
After years of hearing that more collaboration would be a
good thing, grantmakers seem ready to find new ways to
work together. Contributors to this guide share approaches
that have worked for them, as well as the challenges. They
also ask, can philanthropy afford not to collaborate anymore?
Core Competencies
Governance, grantmaking, finance
Are You a Strategic Leader?
This new report outlines characteristics of foundation leaders who act
strategically, such as being externally oriented, able to articulate logical
connections between resource use and goal achievement and measuring
results. In addition to the report, an online self-assessment is provided for
those who want to better understand their own approach to strategy.
Related Resource: Have a Strategy? Let People Know
Other Viewpoints: Natural vs. Unnatural Ways of Working
Project Streamline Set to Release New Guides
A series of reports organized around the four principles
highlighted in Drowning in Paperwork, Distracted from
Purpose, features recommendations, case studies and
advice for grantseekers. The first report (to be released
January 15) offers a framework to help grantmakers think
about building support for change with their organization.
The other reports will be released in the following months.
Perspectives on Evaluation in Philanthropy
This publication from Grantmakers for Effective
Organizations in partnership with the Council on
Foundations shows how evaluation can help grantmakers
learn and improve practices. It includes case studies from 19
foundations across the country.
(GEO membership required for full report or contact Janet
Kasler for a copy.)
Related Report: Practical Guide for Engaging Stakeholders
in Developing Evaluation Questions
Related Program: Making Evaluation Work: Tools and Tips for More Effective
Grantmaking
FASB Board Seeks NPOs
The Financial Accounting Standards Board is forming a Not-for-Profit Advisory
Committee and is seeking nominations by February 26.
Public Policy
State and federal updates
IRA Rollover Expires
Congress failed to extend the IRA charitable rollover provision before it expired
December 31. OGF continues to work for its extension and will make it a key
talking point during annual Hill visits. Contact Claudia Herrold if you are
interested in going to Washington March 16 - 17.
The Road to Recovery
Policy Matters Ohio has released its analysis of how the ARRA transportation
funds are being distributed and used in Ohio.
Funding Areas
Economic development, social services, civic affairs
Improving Neighborhoods
Policy Bridge has released a new report, Rebuilding Blocks, which says
"Cleveland must make strategic choices about rebuilding its neighborhoods,
making tough decisions about investing aggressively in some while scaling
back investments in others." Randell McShepard, RPM International, is chair
and co-founder of PolicyBridge and co-authored this report.
Related Program: Rebuilding Blocks
Comments Sought on Social Innovation Fund
In mid-December, the Corporation for National & Community Service released
a Draft Notice of Funds Available for the Social Innovation Fund. Public
comment on the document is due January 15, emailed to SIFinput@cns.gov.
View a sample of the comments.
Recession and Recovery in Great Lakes Metro Regions
This Great Lakes Monitor examines the 21 largest metros in the region,
looking closely at how they are faring relative both to each other and to their
peers across the nation in employment, output, home prices and foreclosure
rates. Ohio metro areas include Akron, Cincinnati, Cleveland, Columbus,
Dayton, Toledo and Youngstown.
Missing the Children
A working paper by The Annie E. Casey Foundation
shows that more than 1 million young children under age
10 were missed in the 2000 Census and more than 3/4
of a million children under age five (or nearly four
percent of this population group) were missed.
Related Program: Numbers Count
Reconstructing American Journalism
Many reports, studies and speculations have heralded
the death of the newspaper, including the Columbia
Journalism Review's recent report that sums up the
conditions that have caused the current media crisis and
outlines possible solutions, including participation by the philanthropic sector.
Related Program: Local News - Is There a Role for Philanthropy?
OGF in Action
Coming soon
Philanthropy In/Sight, a new grants mapping tool available exclusively to OGF
members. Stay tuned for a webinar on how this new tool can help you in your
work.
Board Profile
Janelle N. Simmons
Occupation
Director of Community Relations
Limited Brands, Inc.
Years in nonprofit sector work
16
Community Involvement
Serves on boards of the Franklin Park Conservatory, I
KNOW I CAN, Greater Columbus Arts Council, African-American Leadership
Academy and Columbus City Schools Education Foundation, Girl Scouts of
Ohio's Heartland.
What's in your CD player
Maxwell
Last book you read
Step on a Crack by James Patterson and Michael Ledwidge
Favorite food
Italian
One thing people might be surprised to learn about you
I'm a Trekkie! Live long and prosper.
View other OGF Board Members
Member News
Colleagues in action
Akron Community Foundation, The Cleveland Foundation, The Burton D.
Morgan Foundation, Saint Luke's Foundation were the focus of
Foundations' grantmaking abilities in vise, providing perspectives of foundation
leaders and OGF President George Espy about recovery of endowments.
(Subscription required or contact Janet Kasler for a copy.)
The Cleveland Foundation has created Project Access to strengthen the
skills of faith-based organizations in Cleveland and its inner-ring suburbs.
The Columbus Foundation has announced the first grants from its new Fund
for Financial Restructuring, established in September to support nonprofit
leaders and their organizations as they work to adapt to the new economic
climate. (Subscription required or contact Janet Kasler for a copy.)
The Raymond John Wean Foundation has been awarded $200,000 from the
Convergence Partnership, a collaboration of six of the nation's leading funders
plus the Centers for Disease Control and Prevention, for its work in
Youngstown and Warren neighborhoods.
Send Us Your News
Keep us up-to-date
Help us keep our database current by letting us know of staff and trustee
changes as well as foundation and staff accomplishments for our quarterly
newsletters. Send your updates to Melissa Forbes.
About Ohio Grantmakers Forum
The OGF NewsLine is published each month to share resources with
members of Ohio Grantmakers Forum. The OGF NewsLine is a service
to members of Ohio Grantmakers Forum. © 2010 by Ohio Grantmakers Forum. All rights
reserved. Ohio Grantmakers Forum is an association of foundations, corporate contributions
programs, and other grantmaking organizations. Its mission is to provide leadership for
organized philanthropy in Ohio and to enhance the ability of members to fulfill their charitable
goals. The information contained in this message is intended only for the personal and
confidential use of the recipient(s) named above. If the reader of this message is not the
intended recipient or an agent responsible for delivering it to the intended recipient, you are
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Philanthropy NW E-Bulletin
January 27
Montana/Wyoming
Funders
Teleconference
via Teleconference
January 28
Reflections on
Philanthropy:
Northwest funders respond to disaster in Haiti
Melinda Tuan
Seattle, WA
February 8
Dynamic
Adaptability: Arts
and Culture Puget
Sound
Seattle, WA
February 25 - 26
Best Practices in
Grantmaking:
Essential Skills &
Strategies
Seattle, WA
March 19 - 20
Pacific Northwest
Global Donors
Conference
Seattle, WA
Save-the-Date
September 29 - October 1
Philanthropy
Northwest 2010
Annual Conference
Semiahmoo Resort
Blaine, WA
Full program listing
Joel Neimeyer is
the new Federal
Co-Chair of the
Denali
Commission. For
the past five years he
served as a
Many Philanthropy Northwest members, including
Amgen, JP Morgan Chase, the Bill & Melinda Gates
Foundation, Getty Images, Glaser Progress
Foundation, Microsoft, RealNetworks Foundation,
Starbucks, and Wells Fargo made grants or in-kind
contributions to assist relief and recovery efforts after
a 7.0 magnitude earthquake struck Haiti on January
12.
We're updating our blog regularly to share resources
and information about philanthropy's response to the
tragedy. Please leave a comment on the blog or
contact communications manager Alaina Smith to
share information about your response.
Photo: 95734936/Frederic Dupoux/Courtesy of Getty
Images.
program officer for
the Rasmuson
Foundation. Joel is
the first Alaska
Native to head the
commission.
interviewed
Washington
Women's
Foundation CEO
Carla Lewis in their
"Questions For"
series.
Neelima Shah is the
new program officer
for Urban Ecology at
The Bullitt
Foundation. Neelima
was previously with
The Boeing
Company.
The Greater Tacoma
Community
Foundation recently
launched a Facebook
page and Twitter
feed.
Don't miss Best Practices in
Grantmaking, February 25 - 26!
Don’t miss one of two
opportunities this year to learn
about best practices in
grantmaking in this dynamic,
innovative seminar offered by
Philanthropy Northwest. Best
Practices in Grantmaking:
Essential Skills and Strategies will be offered February
25 - 26 and October 28 - 29 in Seattle. Check out the
amazing line-up of
presenters and register
soon to reserve your
place in February!
Funder collaboration
enables opening of
women's shelter in Bethel
The new Tundra
Women’s Coalition (TWC) shelter, which opened in
Bethel, Alaska, in November, provides a safe and
secure environment for women and children escaping
domestic violence. It also points to what can be
accomplished when funders work together. Several
Philanthropy Northwest members – Rasmuson
Foundation, Denali Commission, The Paul G. Allen
Family Foundation and Bethel Community Services
Foundation – helped provide funding. They were
joined by the state of Alaska and the city of Bethel to
develop the $9 million facility.
College Success Foundation opens Tacoma office
Follow
Philanthropy
Northwest on
Facebook!
The Issaquah, Washington-based foundation, which
prepares students for college and manages college
scholarships, opened a Tacoma
office in December. With the
new office, the Foundation is
setting up a model in Tacoma
it hopes to carry out in five
othe
r school districts across the
state. The Foundation's
partners in Tacoma include
Philanthropy Northwest
members Ben B. Cheney
Foundation and Costco Wholesale.
Chase donates office supplies to
Seattle nonprofits
On Saturday, January 9, JP
Morgan Chase held an office
supply "shopping spree"
benefitting hundreds of
Seattle-area nonprofits. Nonprofit recipients chose
from thousands of options, ranging from binders and
paper to whiteboards and desk accessories. The office
supplies were acquired
through Chase's acquisition
of WaMu, and were
estimated at a $3 million
value.
Report on nonprofit capacity
from The Giving Practice
The new report uses an innovative "ecosystem"
framework for assessing nonprofit capacity building.
The report was commissioned by seven Philanthropy
Northwest members interested in strengthening
nonprofits:The Campion Foundation, Bill & Melinda
Gates Foundation; Medina Foundation; M.J. Murdock
Charitable Trust; The Seattle Foundation; Sherwood
Trust; and Social Venture Partners.
Lead Sustaining Members
The Paul G. Allen Family Foundation
The Boeing Company
Getty Images
Microsoft
M.J. Murdock Charitable Trust
Rasmuson Foundation
Dennis & Phyllis Washington Foundation
Sustaining Members
Comprehensive Health Education Foundation
Kirlin Foundation
Ali Long
Nesholm Family Foundation
Raikes Foundation
The Standard
Starbucks Coffee Company & Foundation
91272076/Martin Carlsson/Courtesy of Getty Images.
450172/Lewis Kemper/Courtesy of Getty Images.
©2008 Philanthropy Northwest
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and Map | Design | Quick Links | Photo Credits | Terms of Use | Privacy Policy
Corporate E-Bulletin
Holland America supports On Deck for the Cure
Puget Sound Energy Rock the Bulb Tour
PPL Montana celebrates $1 million in giving
2009 Diversity Elite 60 Announced
Regence Foundation awards health care grants
Philanthropy Northwest Alaska Corporate Giving Seminar: Current
Practices and Strategies. Join your peers on Friday, November 13, from
8:30 a.m. - 12 p.m. in Anchorage for a day of networking and discussion
about best practices in developing a corporate strategy and strategies for
maximizing impact with less. Sign up here.
Wells Fargo has been named Outstanding Philanthropic Corporation
for 2009 by the Association of Fundraising Professionals – Washington
Chapter. The company was nominated by several local nonprofits, including
Powerful Voices and Bellevue College. Wells Fargo will be honored at the
annual National Philanthropy Day awards luncheon in Seattle on
November 13, 2009.
Mark Shamley, President and CEO of the Association of Corporate
Contributions Professionals (ACCP) shared insights and data about
where the field of corporate contributions is heading at Philanthropy
Northwest's 2009 Annual Conference in Stevenson, WA. Review the
complete presentation here.
Holland America supports On Deck for the Cure
This year, Holland America Line surpassed the $1.8
million mark in contributions for Susan G. Komen
for the Cure's On Deck for the Cure program.
Holland America Line has regularly partnered with
Susan G. Komen for the Cure through the ship-based
program, where guests are invited to make donations
and participate in a 5k walk on each cruise. Recently,
Holland America Line Seattle partnered with Susan G. Komen for the Cure
affiliates to host the fourth annual On Deck for the Cure Walk in Seattle,
collectively raising $4,400 to support breast cancer research.
Puget Sound Energy Rock the Bulb Tour
From July to October, Puget Sound Energy is holding events throughout the
Puget Sound area that encourage customers to exchange incandescent light
bulbs for compact fluorescent light bulbs. Since July, the Rock the Bulb
program has exchanged 426,515 bulbs, and saved 98,524,965 kWh of
electricity and $18,340,145 on energy bills. Volunteers are also going door-todoor to exchange bulbs and inform customers about reducing home energy use.
PPL Montana celebrates $1 million in giving
This fall, PPL Montana’s Community Fund will cross the $1 million mark in
grants awarded to nonprofits throughout the state. Members of the PPL
Montana Community Fund Advisory Board, comprised of 18 individuals from
the company and the community, award grants to nonprofit organizations twice
a year. According to Julia Murphy, a financial consultant with RBC Wealth
Management in Billings and a member of the advisory board, “This program is
saying ‘It’s important to go to the ballet, the art museum or learn about energy
conservation.’ It’s creating a better place to live through a very holistic
approach.” Since the grant program’s inception four years ago, PPL Montana
has given awards to 145 organizations addressing issues related to education,
the environment and economic development.
2009 Diversity Elite 60 announced
Hispanic Business Magazine recently released the 2009 Diversity Elite 60, an
annual listing of top companies in the United States that
model diversity in the workplace. The companies listed
demonstrate a commitment to Hispanic hiring, promotion,
marketing, philanthropy, and supplier diversity. The top 10
companies on this year's list, which included Philanthropy
Northwest members Bank of America and Wells Fargo,
implemented strategies to partner with minority-based and Hispanic-owned
suppliers and reach more Hispanic customers. Comcast, another Philanthropy
Northwest member, was also listed.
Regence Foundation awards health care grants
The Regence Foundation recently awarded nearly
$250,000 to Northwest nonprofits. The grants support
nonprofit programs with innovative plans to improve
health care quality and increase access to services.
Four nonprofits received grants, including
HealthMatters of Central Oregon, which will
establish a Medical Home program for children, and
the Critical Access Hospital Network in Eastern
Washington, which will develop new methods for caring for rural patients with
chronic heart conditions. Read more.
Masthead photo: 200321582-001/David De Lossy/Courtesy of Getty Images.
Alaska E-Bulletin
February 25 - 26
Best Practices in
Grantmaking:
Essential Skills and
Strategies
Seattle, WA
March 19 - 20
Pathways for
Strategic Giving:
Pacific Northwest
Global Donors
Conference
Seattle, WA
March 25
Alaska Funders
Group Meeting
Anchorage, AK
Save-the-Date
September 29 October 1
Philanthropy
Northwest 2010
Annual Conference
Funder collaboration
enables opening of Bethel
women’s shelter
The new Tundra
Women’s Coalition
(TWC) shelter, which
opened in Bethel in
November, provides a
safe and secure environment for women and children
escaping domestic violence. It also points to what can be
accomplished when funders work together. Several
Philanthropy Northwest members – Rasmuson
Foundation, Denali Commission, The Paul G. Allen
Family Foundation and Bethel Community Services
Foundation – helped provide funding. They were joined
by the state of Alaska and the city of Bethel to develop
the $9 million facility.
Nearly 400 women and children received shelter from the
TWC last year, an increase of 25% from 2008. More than
three-quarters were from rural villages. The new building
accommodates families that need short-term emergency
housing, as well as those requiring more time to get their
lives back on track. (Photo courtesy Rasmuson
Foundation)
Semiahmoo Resort
Blaine, WA
Complete
Philanthropy
Northwest Program
Listing
Joel Neimeyer is the
new Federal CoChair of the Denali
Commission. For the
past five years he
served as a program
officer for the
Rasmuson
Foundation. Joel is
the first Alaska
Native to head the
commission.
Jeff Cook, director
of external affairs
and administration
for Flint Hill
Resources Alaska, is
the newest director
of the Rasmuson
Foundation. Jeff, a
Fairbanks native, is
past president of the
University of Alaska
Board of Regents and
has served on
numerous other
Pick. Click. Give. site working, donations up 60% from 2009
After almost a week of frustration over technical problems
with Pick.Click.Give., the Alaska Permanent Fund
Dividend Division announced on January 5 that Alaskans
can once again make contributions to their favorite
charitable organizations when they file for their PFD
check.
With the current
rate of
participation,
Pick.Click.Give. is
on track to
experience a 60
percent increase in
the donation rate
compared to the 2009 program. In addition, those who file
are choosing to support more than one organization. As of
January 13, close to 185,000 people had applied online for
their PFD and 2,045 made donations through
Pick.Click.Give. In 2009, one percent of Alaskans who
filed online for their PFD used Pick.Click.Give., raising
$545,000 for nonprofit organizations.
The PFD Division of the Department of Revenue is
continuing efforts to create a process that allows Alaskans
to contribute through Pick.Click.Give. even if they already
submitted their online application. Details on the process
for donating will be announced as soon as they are
finalized.
Pebble Fund seeking grant requests
The Alaska Community Foundation has opened
applications for grants from its Pebble Fund to nonprofits
in the Bristol Bay region. Requests must be received by
February 26. The fund has
awarded nearly $1.6 million to
support more than 50 projects in
the region. Read more.
Local, national support for artists in
Alaska
The Rasmuson Foundation is
seeking applications for its Individual Artists Awards.
The awards are intended to support the experimentation,
boards including
Providence Health
Care System Alaska
and the Alaska State
Chamber of
Commerce.
reflection and concentration
necessary to nurture and foster
creative work. The deadline for
Project Awards, Fellowships and
one Distinguished Artist Award
($25,000) is March 1, 2010.
Post job openings in
the Philanthropy
Northwest and
Foraker Group
online job banks.
United States Artists (USA) has
released a list of upcoming artist residencies supported
through the Alaska AIR (Artist in Residency) program.
With a $1 million investment from the Rasmuson
Foundation, artists who have already received a fellowship
from USA can apply to participate in the program, which
partners them with an Alaska arts organization for 30 days
of learning, creating, collaborating and sharing.
(Photo by Cary Okazzaki from United States Artists.)
Send your press
releases, news and
staff updates to
Suzanne Lagoni at
suzanne@
nexusnorthwest.com
or 360-385-9517.
The Foraker Group
CA15799/Alan Kearney/Courtesy of Getty Images.
©2008 Philanthropy Northwest
Montana/Wyoming E-Bulletin
January 13
Project Streamline
Portland, OR
Regional funders support Montana nonprofits
The Northwest
Area Foundation (NWAF) recently
awarded $2.04 million to organizations recognized for
January 14
successfully reducing poverty across NWAF’s eight-state region. Montana
NCFP: Current
Practices in Family
Foundations
nonprofits received two of the fourteen grants.
via Teleconference
January 27
Montana/Wyoming
Funders Call
Rural Dynamics
Incorporated of Great Falls received $75,000 toward a fiscal
analysis initiative advocating for responsible state tax and budget policies,
particularly those that impact people with low to moderate incomes. A
$100,000 grant to the Western
Organization of Resource
Councils, a regional network of seven grassroots community
organizations, will support leadership development and advocacy in the
small-scale renewable energy industry to bolster rural economies and
jobs.
via Teleconference
The Paul
Save-the-Date
February 25 - 26
Best Practices in
Grantmaking: Essential Skills
and Strategies
Seattle, WA
Save-the-Date
September 29 - October 1
Philanthropy Northwest 2010
Annual Conference
Semiahmoo Resort
Blaine, WA
Complete Philanthropy
G. Allen Family
Foundation recently awarded a
$150,000 grant to Hopa Mountain to
expand its StoryMakers program, an early
learning initiative that helps parents and
educators in rural and tribal communities
teach young children to read. StoryMakers,
now in its fourth year, serves
about 6,500 children across
Montana. Hopa Mountain was
one of the 27 organizations in the
Pacific Northwest that collectively
received $1.9 million in grants
from the Foundation.
The recent grants from NWAF
Northwest Program
Listing
and the Allen Foundation provide another example of the foundations'
commitment to funding throughout our region. Representatives from both
organizations also participated in the first annual
Montana
Connections Tour last summer.
Partnership supports BackPack Program
The Montana
Chapter of the
Association of
Fundraising
Professionals
honored Dr. Fred
and Laurie
Gunville of
Billings with the
2009 Outstanding
Philanthropists
Award.
The Mountain Sky Guest Ranch Fund and the Moose
Horn Gallery in Paradise Valley, MT, teamed up to host an
art show benefiting the
local BackPack Program.
The second annual event
raised $17,518 to help the
Livingston Food Pantry
and its affiliate in Gardiner
provide nutritious, childfriendly food for school
children to take home for the weekend. Many area children
rely on school breakfast and lunch programs as their main
source of nutrition and do not receive adequate food on
weekends; the Backpack Program fills that gap. The local
program served over 300 students during the 2008-2009
school year, and need is expected to be higher this year.
New community foundation reports 16% giving increase
Also recognized as
the 2009
Outstanding
Professional
Fundraiser was
Kim Kaiser,
executive director
of the RiverStone
Health Foundation.
The Park County Community Foundation (PCCF),
based in Livingston, MT, recently completed its third grant
cycle. This year the PCCF awarded grants totaling
$30,000, reflecting nearly a 16% increase over 2008.
Funded projects ranged from youth empowerment and
leadership programs to community art, music and
recreation programs. Beyond grantmaking, the foundation
is committed to developing nonprofit capacities in Park
County through education and
training opportunities, technical
assistance, and its Park County
COMPASS – a measurement tool
to assess critical needs of the
community.
Traveling exhibit explores
sense of place
The University of Wyoming Art Museum recently
launched a new Artmobile exhibition, "Where We Are is
Just the Beginning." The exhibit, funded in part by the
Casper-based McMurry Foundation, will travel the state
through June 30, 2011. The Ann Simpson Artmobile
Program provides statewide outreach in the visual arts to
audiences across the 97,914 square miles of Wyoming.
(Painting: Don Wiest, Untitled, 1946, Gift of Dr. Elizabeth
H. Wiest, University of Wyoming Art Museum
Collection.)
Giving in Wyoming follows national trends
Peter Storer,
broadcaster and
philanthropist,
died November 8
in Saratoga, WY.
In 2008, the
Wyoming
Community
Foundation honored
Peter with the
Newell B. Sargent
Spirit of
Philanthropy
Award.
Send your press
releases, news and
staff updates to
Ann KooistraManning,
Foundation for
Community
Vitality, at
annkm@ffcv.net.
Findings from a recent survey by the Wyoming
Community Foundation correspond with national data on
nonprofits and charitable giving. Of the 135 nonprofit
respondents, many reported declines in contributions,
government funding, and income from grants and
endowment returns, while demand for services has
increased significantly. 77% of respondent foundations
said they did not foresee supporting new types of funding,
and 44% planned to fund only organizations with which
they had an existing relationship.
Defying economic trends, a new report by the Foundation
Center and the Women’s Funding Network found that
foundation giving specifically targeted to benefit women
and girls has surpassed the rate of overall foundation
giving in recent years. The Wyoming Women's Foundation
is a member of the Women’s Funding Network. “This year
alone, the Wyoming Women’s Foundation has funded 15
nonprofits around the state that are working to create
economically self-sufficient women who are able to give
back, making their communities stronger, healthier and
more vital,” said executive director, Richelle Keinath.
Mountain Sky Guest Ranch Fund
450172/Lewis Kemper/Courtesy of Getty Images.
©2008 Philanthropy Northwest
San Diego Grantmakers Update
"Thoughtful philanthropists are
looking to make real, important,
lasting change in the world, and
through their philanthropy have the
potential to realize personal growth,
development, connection and
legacy....As much as nonprofits need
great philanthropic investors,
philanthropic investors need great
nonprofits."--Sasha Dichter
In This Issue
Haiti Earthquake Relief
Efforts
Upcoming SDG
January 2010
Philanthropic Responses to Haiti
Earthquake
The January 12 earthquake that devastated Haiti has
Programs
Member & Community
Partner News
Join a Working Group!
Two Perspectives on
Evaluation
Philanthropic
Headlines
Resources
Other Events of
Interest
inspired a myriad of philanthropic responses from around
the world. SDG has compiled a list of resources for
funders in response to the earthquake in Haiti and added
it our Disaster Grantmaking webpage. This information
will be expanded as we learn more. If you would like to
share your organization's aid activities or other helpful
information, please contact us.
You may be interested in these special
grantmaker sessions:
Earthquake in Haiti: A Briefing for the Foundation
Community
January 21, 2010
9:00-10:00 am Pacific
Register online. (no charge, but registration required)
Association of Small Foundations and Katrina @ Five
Partners are organizing this briefing on the Haitian
earthquake. Hear on the ground information and
experienced disaster grantmakers reflect on lessons
learned as participants consider their own approach to
assistance. Please contact Virginia Humphrey, or call 202580-6560, for additional information.
Webinar on Haiti, convened by Environmental
Grantmakers Association and Grantmakers Without
Borders
January 22, 2010
11:00am-12:00noon Pacific
This webinar will include a general update on the
earthquake in Haiti and a discussion of philanthropy's role
in helping to rebuild. Speaking on the call will be
representatives from the Lambi Fund of Haiti and
Grassroots International. Please RSVP with your name,
title, organization, email and phone for the webinar
instructions and details.
These SDG members have already let us know about
what they're doing:

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
AMN Healthcare is coordinating the AMN Cares
Haiti Relief Program, which includes a corporate
donation as well as employee donations and
volunteering.
Rockefeller Philanthropy Advisors has a list of
recommended organizations doing effective shortterm and long-term relief work in Haiti.
The San Diego Foundation has posted a resource
list for donors.

Sempra Energy Foundation has donated $50,000
through the local chapter of the American Red
Cross.

Union Bank is encouraging and matching employee
contributions to American Red Cross International
and United Way Worldwide Disaster Relief Fund.
SDG members have recommended local
nonprofits: Project Concern International and
International Relief Teams.

Upcoming SDG Programs
RSVP to programs@sdgrantmakers.org (include your full name and organizational
affiliation, please) or call 858/875-3333.
THIS WEEK! Special Program: "The Story of Stuff"
January 21, 2010
4:00-5:30pm
San Diego Hall of Champions Theater in Balboa Park, 2131 Pan American Plaza, San
Diego 92101
THIS WEEK! Operating in Uncertain Times: How Economic Conditions Have
Affected San Diego County's Nonprofit and Philanthropic Sectors
January 22, 2010
12:00-2:00pm (Lunch served)
SDG: 5060 Shoreham Place, Suite 350, San Diego 92122
COF Family Philanthropy Conference
January 31-February 2, 2010
Hilton San Diego Bayfront Hotel, One Park Blvd, San Diego 92101
Arts Funders Meeting
February 1, 2010
12:00-2:00pm (Lunch served)
San Diego Natural History Museum (Balboa Park) Board Room
Issues Briefing: The Economic Self Sufficiency and Security of Women In San
Diego County
February 11, 2010
8:30-10:30am
SDG: 5060 Shoreham Place, Suite 350, San Diego 92122
Association of Small Foundations Tax and Investment Seminars
February 16, 2010
8:30am-4:00pm
Embassy Suites San Diego Bay-Downtown, 601 Pacific Hwy, San Diego 92101
Click here for a complete list of SDG programs and working group meetings.
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.
The Bank of America Charitable Foundation's Neighborhood Excellence Initiative is
accepting applications for 2010 awards. This program recognizes and rewards
individuals and organizations making a difference in communities across the country,
and is divided into three categories: Neighborhood Builders, Local Heroes and Student
Leaders. Applications for the Student Leaders program (for high school juniors and
seniors) are due February 17.
Cox Communications' Sam Attisha was profiled in the Daily Transcript.
The Gem Foundation has updated its website with photos, videos, and resources from
the Women of Africa Forum.
This blog offers a tribute to Sol Price as a "capitalist hero" and philanthropist.
Join a Working Group!
It's a new year, and if you'd like to get involved in any of SDG's working groups or
collaborations, contact Nancy Jamison. The current list of groups is:

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






Homelessness Working Group
San Diego Neighborhood Funders
Child Welfare Funders
Education Funders
San Diego Workforce Funders Collaborative
Coming Home to Stay Project (prisoner re-entry)
Environment Funders
Arts Funders
North County Funders
Two Perspectives on Evaluation
Clark Foundation Leader on Evidence-Based Programs
In this series of posts on Duke's Center for Strategic Philanthropy and Civil Society
blog, Nancy Roob (president and CEO of the Edna McConnell Clark Foundation)
explains some of what she has learned in ten years of providing financing and
consulting to nonprofits striving to expand programs with proven impact. She explores
the value of evaluation, what constitutes an "evidence-based program," standards for
evidence, and more.
Venture Philanthropy Partners Chair on Social Outcomes
Here, VPP's Chair Mario Morino expresses his concern about the increased focus on
evaluation, saying "I am increasingly worried that the vast majority of funders and
nonprofits are achieving, at best, marginal benefit from their efforts to implement
outcomes thinking." He argues: "
The main reason the dialogue on social outcomes is off track is because we have failed
to keep our eyes fixed on the ends we are trying to advance. Every ounce of our effort
on social outcomes should be with one end in mind: helping nonprofits create greater
benefits for the people and causes they serve. Period.
Most outcomes efforts today have drifted far from that end. Too often, measurement
has become an end in and of itself."
Philanthropic Headlines
Philanthropy Journal: "Funders Focus on Rebuilding Assets"
In the wake of a year that saw foundation assets tumble 24 percent, a majority of
endowments and funders will focus on rebuilding their assets in the coming months, a
new study says.
Chronicle: "10 Emerging Forces in 2010"
The Chronicle examines 10 trends the nonprofit world will face this year, including
governments in crisis, strains in the safety net, a grim grants outlook, a weakened
charity work force, rising donor-charity tensions, proving that charity works, a stalled
online revolution, and more.
Resources
Arabella Advisors Quarterly Philanthropy Report
This report (pdf) provides a quick review of big news in philanthropy from the past
quarter in easy-to-read digest form.
American Expectations for Foundations
According to a new report (pdf) from the Philanthropy Awareness Initiative, while
Americans generally have a high regard (and high expectations) for foundations, they
have little knowledge of how grantmaking organizations make a difference in
communities.
The findings show that of "engaged Americans" - defined as adults who hold either a
staff or volunteer leadership role in an organization that works on social issues - only
20 percent could name an example of how a foundation has impacted their community.
Despite this lack of awareness, however, 75 percent of respondents said that it would
be detrimental to lose foundations.
Jim Canales of the James Irvine Foundation asserts that the "survey underscores the
need for us to proactively communicate about how foundation support of our nonprofit
partners adds value to society."
Report on Foundation Lifespan Policies
This Aspen Institute report argues that spend-down provisions and limitations on
foundation life should be seen as important options, among many other viable choices,
for donors and foundations to consider in drafting charters and by-laws.
Other Events of Interest
The Foundation Review Webinar Series: Leveraging Grantmaking: Thinking
Systemically to Increase the Impact of Donor Resources
January 21, 2010
11:00am-12:30pm
Webinar: Catalytic Philanthropy, A New Approach in Uncertain Times
January 26, 2010
11:00am
Webinar: Enhance Your Effectiveness with Philanthropy In/Sight
January 27, 2010
11:00am-12:00pm
Webinar: Making Evaluation Work (Free!)
February 2, 2010
11:00am-12:00pm Pacific
The Foundation Review Webinar Series: Leveraging Grantmaking: Thinking
Systemically to Increase the Impact of Donor Resources
February 11, 2010
11:00-12:30pm
Northern California Grantmakers/The Grantmaking School Advanced Portfolio
Management
February 25-26, 2010
San Francisco, CA
Quick Links
About SDG
SDG Programs
Contact SDG
Join SDG
Member Login
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, 858/875.3333 or nancy@sdgrantmakers.org to suggest article ideas or submit news items.
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Looking Up to Foundations
Private Donations to Public Officials?
Biggest Givers of 2009
SECF Member Spotlight
Grantmaking for Social Change
Tracking Spending on Children's Issues
The Delicate Balance in Corporate Philanthropy
A Demographic Portrait of Latino Youth
Getting Back to Basics
The Role of Evaluation in Trustee Decision-Making
Who Should Have a Say in Grantmaking?
Go Tell it on the Hill...
Looking Up to Foundations
According to a new report from the Philanthropy Awareness Initiative, while Americans
generally have a high regard (and high expectations) for foundations, they have little
knowledge of how grantmaking organizations make a difference in communities.
The findings show that of "engaged Americans" - defined as adults who hold either a staff or
volunteer leadership role in an organization that works on social issues - only 20 percent could
name an example of how a foundation has impacted their community. Despite this lack
of awareness, however, 75 percent of respondents said that it would be detrimental to lose
foundations.
Jim Canales of the James Irvine Foundation asserts that the "survey underscores the need for
us to proactively communicate about how foundation support of our nonprofit partners adds
value to society.” Read the full report.
Help us communicate the value and impact of philanthropy to members of Congress by joining
us at Foundations on the Hill, March 16-17 in Washington, DC.
Private Donations to Public Officials?
A recent grant of $250,000 to Charlotte-Mecklenburg Schools Superintendent Peter Gorman
has sparked debate in North Carolina. As reported in the Charlotte Observer, the C.D.
Spangler Foundation awarded the grant to Gorman for "personal growth and development" as
part of nearly $3.7 million given to Charlotte-Mecklenburg Schools.
North Carolina State University's Tom Alsbury, associate professor of educational leadership
and policy studies, was disturbed by the grant, asserting that "no public official should be
beholden to a private group."
Foundation trustee Anna Nelson defended the grant, saying "it's for the benefit of the school
system, but through (Gorman's) work." Read the full article.
Biggest Givers of 2009
The Chronicle of Philanthropy posted its annual list of the largest gifts and pledges by
individuals in 2009.
One donor from the Southeast appeared on the list: J. Ronald Terwilliger, chairman of
Trammell Crow Residential, pledged $100 million to Habitat for Humanity International. Also,
Mark Yusko, founder of Morgan Creek Capital Management, and keynote speaker at SECF's
2009 Conference on Investing for Foundations, pledged $35 million to the University of Notre
Dame. View the full list.
SECF Member Spotlight
The latest news on your fellow SECF members from around the region.
Patterson Foundation president and SECF board chair Debra Jacobs comments on the
unveiling of the foundation's giving strategy and the legacy of Dorothy and Jim Patterson in an
article in the Herald Tribune.
Nina Waters of the Community Foundation in Jacksonville was named one of the "10 to
Watch in '10" in the Florida Times-Union.
In an article in the Memphis Appeal, Tom Pittman of the Community Foundation of
Northwest Mississippi discusses WatchKnow, an online resource for teachers, students and
parents, which houses over 10,000 free educational videos and presentations.
Ellen Lehman of the Community Foundation of Middle Tennessee discusses the
importance of giving, no matter how large or small the gift, in an opinion piece in the
Tennessean.
An article in the Asheville Citizen-Times notes the Cannon Foundation's recent support of
the historic Parkway Playhouse in Burnsville, North Carolina.
The Sisters of Charity Foundation of South Carolina announced grants totaling $248,000
to benefit the poor and marginalized of South Carolina.
In its "Top Stories of 2009," the Northwest Observer notes the Cemala Foundation's support
of local Oak Ridge Military Academy's transformation process.
Foundation for the Carolinas announced that their reopened Critical Need Response Fund,
which provides food and shelter to Charlotte's needy, now totals $2 million.
For SECF member news in real-time, follow us on Twitter. Visit the SECF Twitter page.
Grantmaking for Social Change
A new book, Change Philanthropy: Candid Stories of Foundations Maximizing Results Through
Social Justice, explores the stories of ten organizations that "have moved beyond a focus
solely on services...to one aimed at helping people influence the context in which they live."
The book offers practical advice for foundations that are "developing grantmaking strategies in
support of social change." Read the full article.
Tracking Spending on Children's Issues
Kids' Share, a new report from the Brookings Institution and the Urban Institute, analyzes
2008 data on federal and state spending on children, including health, nutrition and education,
and tracks trends in expenditures since 1960. Read the full report. (This file is large; allow ample
time to load)
The Delicate Balance in Corporate Philanthropy
According to an article on OnPhilanthropy.com, corporate philanthropy is becoming an
increasingly blended approach, mixing cause marketing, public relations and corporate social
responsibility as the best way to broadly promote the brand and achieve social impact. This
strategy requires careful collaboration between corporations, nonprofit partners, advertising
and marketing. Read the full article.
For more on corporate giving, join us for "Maximizing Corporate Community Investments,"
June 9-10 in Atlanta, Georgia.
A Demographic Portrait of Latino Youth
Between Two Worlds: How Young Latinos Come of Age in America, a new report from the Pew
Hispanic Center, shares findings of a survey of Latinos between the ages of 16 and 25 to
assess their attitudes, social behaviors, family situations, economic stability and educational
and work success. The report examines certain factors that may impact the respondents'
experiences, such as the differences between U.S. born and foreign-born Latinos and the
differences between first, second and third-generation Latinos. Read the full report. (This file is
very large; allow ample time to load)
Getting Back to Basics
Essential Skills and Strategies for New Grantmakers
March 3 - 4, 2010
Atlanta, GA
Don't miss this innovative, two-day learning program about grantmaking! Using a highlyinteractive approach and the most reputable local and national resource materials, you will
gain the knowledge and skills you need to do your best work.
This SECF workshop is for grantmakers who are relatively new to the field (less than two years) or
for more seasoned grantmakers who are looking to deepen their knowledge and sharpen their skills.
You'll also have the opportunity to meet colleagues from around the Southeast who share your
passion for strengthening community and understand your unique challenges.
For more information or to register, visit the meeting webpage or contact Suzanna Stribling,
suzanna@secf.org or (404) 524-0911.
The Role of Evaluation in Trustee Decision-Making
Making Evaluation Work: Tools and Tips for More Effective Grantmaking
February 2, 2010
2:00 p.m. to 3:00 p.m. Eastern
Join us for this free webinar on how evaluation can better serve trustee needs. We will provide
real-life examples of evaluation tools and techniques that provide trustees with actionable
knowledge that will support your organization’s mission.
Evaluation can provide critically useful information for making strategic decisions. Yet,
understanding what evaluation is, how it can contribute to the organization’s health and
effectiveness, and how it can be accomplished efficiently are not frequently hot topics of
conversation with organization trustees.
With funding and support from The James Irvine Foundation, FSG Social Impact Advisors
interviewed dozens of foundation trustees, CEOs and evaluation experts to develop a set of
tools and resources designed to help leaders answer the following questions: How do
foundation trustees use evaluation? What types of evaluation information are most helpful to
trustees? How can evaluation results help them make decisions?
For more information or to register, visit the meeting webpage or contact Suzanna Stribling,
suzanna@secf.org or (404) 524-0911.
Who Should Have a Say in Grantmaking?
While the aim of philanthropy is community improvement, does the whole community have a
say? Explore this issue and others on the Philanthropy South blog.
Why Effective Philanthropy Isn't Democratic
Monday, January 4, 2010 by Betsey Russell
Share your insights, reactions and ideas to our conversation on philanthropy. Read and
comment regularly - and subscribe to the blog to have new posts delivered straight to your
inbox. Visit the Philanthropy South blog.
Go Tell it on the Hill...
Foundations on the Hill
March 16 - 17, 2010
Washington, DC
Join your fellow grantmakers in Washington, DC for Foundations on the Hill 2010, sponsored
by the Southeastern Council of Foundations (SECF) and the Council on Foundations (COF).
This is an annual opportunity for foundation trustees, executives and staff to personally
discuss the important work and impact of philanthropy with members of Congress. Now more
than ever, it's critical for foundations to develop and strengthen relationships with members of
Congress to share our views on the latest charitable legislation.
This year's event will be held at the L'Enfant Plaza Hotel, 480 L'Enfant Plaza, SW, Washington,
DC, 20024. Details are being finalized now - check the meeting webpage for the latest
developments.
If you are interested in participating or need more information, contact Helen Ishii,
helen@secf.org or (404) 524-0911.
Having trouble viewing this e-mail? Read the web version.
Southeastern Council of Foundations | 50 Hurt Plaza | Suite 350 | Atlanta, GA 30303 | US
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January/2010
In This Issue...
Resource Corner
Government &
Politics Watch
REGISTER NOW!
Knowledge + Connections + Leverage = IMPACT
WV Grantmakers Annual Conference:
A Focus on Children
Q&A
January 26, 2010
9:30am - 4:00pm
Stonewall Resort
Program Calendar
Quick Links
WV Grantmakers
GiveToWest
Virginia
Join Our List
In order to accommodate more participants, we have moved the
annual conference to a one day event and greatly reduced the
registration fee. Don't miss this opportunity to learn about youth
issues in WV. An event highlight will be the launch of a matching
grant program to support grantmaker collaborations that address
youth needs.
Registration materials have been mailed and emailed to all
foundation contacts in the WV Grantmakers database. If you have
any questions please feel free to contact
Lesley@WVGrantmakers.org or Shannon@WVGrantmakers.org.
Resource Spotlight
What Qualities Make Foundation
Leaders Strategic?
Essentials of Foundation Strategy, a new publication
from the Center for Effective Philanthropy, compares
the characteristics of "more strategic" foundation
leaders vs. "less strategic" ones.
According to the findings, more strategic leaders possess two
"defining elements":
1. They are externally focused, making decisions based
on information from sources outside their foundation, including
grantees, stakeholders and consultants.
2. They are able to clearly explain how the use of resources will
contribute to the achievement of goals
The report also identifies four "key characteristics" of more
strategic leaders:
· They regularly reference a board-approved, written strategic plan
· They publicly communicate their strategy, through a websit,
blogging or other social media
· They are proactive in their grantmaking, often directly contacting
potential grantees to establish a relationship
· They assess performance using indicators to evaluate all the
foundation's strategies
Read the full report. (This file is large; allow ample time to load)
While the full force of the economic downturn
reaches nonprofits, many are being encouraged by
funders, the public and the news media alike to
consider opportunities to save money by
collaborating on programs and sharing resources for
back office operations.
Likewise, many in the grantmaking field are doing similar soulsearching to increase the efficiency of their giving, and also to avoid
being perceived as disingenuous by the very nonprofits they may be
asking to make sacrifices.
Fortunately for grantmakers exploring opportunities to collaborate,
Grantcraft's new guide titled "Funder Collaboratives: Why and
How Funders Work Together" offers insights from the field on
how grantmaking organizations can pool their resources to give
more effectively and produce better outcomes in the communities
they work.
Highlights include:




How to design a collaborative to achieve project goals
Questions to answer before beginning a collaborative
Benefits and challenges of funder collaboratives
Three case studies
Grantcraft's guide on collaboration can be downloaded for free at
grantcraft.org
Government & Politics Watch
Both the Tax Extenders Act of 2009 and the estate tax
legislation, after being passed in the House, are
awaiting consideration in the Senate. The Council on
Foundations reports that because the Senate is unlikely
to address these issues until work on health care is complete, it's
possible that Congress will delay resolution until 2010, and then
extend the provisions retroactively. Read the full articles.
Q&A
Question: Do you desire a beneficial partnership for
your organization? Do you dream of having a
partnership that will "get your organization's name
out there" in a good way? Are you looking to
collaborate to increase your resources? If you
answered yes to these questions, you are not alone.
Answer: According to The Power of Partnership by Plexus
Consulting Group, 86% of the respondents to their questionnaire
said the most important accomplishment of a strategic partnership
is 'to achieve a goal that the association could not achieve alone."
To respondents, that goal most often is to:
· Increase membership
· Increase resources
· Increase revenue
· Enhance visibility and/or brand
· Expand current markets (or develop new markets)
· Minimize the risk inherent in any innovation
· Maximize use of resources
Read more
Program Calendar
Teleconferences and Webinars
Busy schedule? Sign up for one of our
teleconferences or webinars, programs you can attend
from your office, home or anywhere you have phone,
and in some cases, internet access. Participants are provided a tollfree phone number to attend teleconference programs, and
webinars add a website component for the sharing of visual aids.
Current Practices in Family Foundations: New
Benchmarking Research
Date: Thursday, January 14, 2010
Time: 12:00 PM - 1:30 PM, ET
Registration: Free
One of the most common questions received at the National
Center for Family Philanthropy is "How do our policies and
practices compare with other family foundations?" They want to
know specifically what their peers do in governance, grantmaking,
and management of their foundations. On this teleconference,
you'll learn about the National Center's important new research in
the first-ever random survey of family foundations. National
Center Senior Fellow and nationally known consultant Alice Buhl
will discuss what can be learned from this research, undertaken as
part of the National Center's Pursuit of Excellence Assessment
Process. A founding board member of the National Center, Buhl
led the development of POE that enables foundations to assess
their current performance and develop an action plan to achieve
higher levels of effectiveness. Buhl is a Senior Associate and
Director of Philanthropic Services for Lansberg, Gersick &
Associates and has extensive experience in philanthropy and
nonprofit management.
To register for this tlelconferenct contact:
Lesley@WVGrantmakers.org.
Making Evaluation Work: Tools and Tips for More Effective
Grantmaking
Date: 2/2/2010
Time: 2:00 PM - 3:00 PM, ET
Registration: Free
Evaluation can provide critically useful information for making
strategic decisions. Yet, understanding what evaluation is, how it
can contribute to the organization's health and effectiveness, and
how it can be accomplished efficiently are not frequently hot topics
of conversation with organization trustees.
Join FSG and a panel of foundation trustees for a discussion on
how evaluation can better serve trustee needs. We will provide reallife examples of evaluation tools and techniques that provide
trustees with actionable knowledge that will support your
organization's mission.
There is no fee to participate in the webinar. For registration
informatio please contact Lesley@WVGrantmakers.org
Avoid Legal Pitfalls of Fiduciary Duties
Date: Feb. 18, 2010
Time: 1:00-2:30 p.m., ET
Registration: $35 for Council of Foundation members/$150
for nonmembers
Board members and trustees: When it comes to fiduciary duties,
common mistakes are easy to avoid once you know where to look
and when to ask for help. This webinar will equip you to avoid the
legal pitfalls that could otherwise mar the personal fulfillment that
comes with board service.
Contact Lesley@WVGrantmakers.org for more information or to
register for this webinar.
Optimize Impact through Evaluation
Date: Feb. 23, 2010
Time: 2:00-3:00 p.m., ET
Registration: $35 for Council of Foundation members/$150
for nonmembers
Learn the four-step evaluation framework you can use to
demonstrate the accountability and effectiveness your stakeholders
demand. This webinar, co-hosted with Grantmakers for Effective
Organizations (GEO), will highlight key findings from the recently
released Council/GEO report, "Evaluation in Philanthropy:
Perspectives from the Field."
Contact Lesley@WVGrantmakers.org for more information or to
register for this webinar.
SAVE THE DATES!
Foundations of the Hill will take place March 16-17, 2010.
FOTH is a two-day legislative and public policy event in
Washington, DC, for foundation staff members and philanthropic
leaders. Additional information will be available in early 2010.
GEO 2010 National Conference will be held April 12-14, 2010 in
Pittsburgh, PA.
Join hundreds of grantmakers to explore how to unleash
philanthropy's potential at GEO's national conference, held in
partnership with Grantmakers of Western Pennsylvania.
Explore strategies and gain access to tools that will help answer the
question: How can philanthropy play its most powerful role in
supporting a vibrant nonprofit sector? Visit the conference page
for more information.
For a more detailed description of any of these events, or to
register, email Lesley@WVGrantmakers.org . Please include
details of which program or event you would like to attend,
your name, foundation and contact address, phone and
email.
For questions or comments on any of the content found in the WVG NEWS,
please email Lesley Slaughter, Lesley@WVGrantmakers.org or call (304) 5711450.
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