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| San Diego Grantmakers Update | |
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"A single act of kindness throws out roots in all directions, and the roots spring up and make new trees. The greatest work that kindness does to others is that it makes them kind themselves." - Lawrence Lovasik
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April 2009 | |
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| Save June 3 for Lunch and a Film with the Rockefellers!
Join us for lunchtime screening of An Entrepreneurial Spirit: Three Centuries of Rockefeller Family Philanthropy, a 35-minute documentary film, followed by a conversation between Rockefeller family member Anne Bartley and Judy Belk, Senior Vice President of Rockefeller Philanthropy Advisors.
June 3, 2009
12:00-2:00pm
Hyatt Regency La Jolla
3777 La Jolla Village Dr, La Jolla, CA 92122
History, values, and communications have helped to steward and engage multiple generations of the Rockefeller family in philanthropy. This documentary explores how the family has sustained its giving over 120 years and how it has transmitted its values and views to support its philanthropy. What can philanthropists of all sizes learn from the great legacy of the Rockefeller family? This session will provide us with insight into the family story that initiated and sustained this legacy across generations. We will hear personal stories about the successes and challenges of the Rockefeller family's philanthropy and we will have time to engage in a conversation with the speakers.
Cost: $25 SDG members
$45 nonmember grantmakers
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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.
Welcome Rockefeller Philanthropy Advisors as a new SDG member!
San Diego Grantmakers welcomes two new people to our office: Beatriz Ramirez (formerly of The Bravo Foundation) joins us as Administrative Coordinator. Many thanks to Christie Edwards, who has moved on to a full time position with the Museum of Photographic Arts. We also welcome new intern Ursula Carson, who has also interned with San Diego Habitat for Humanity.
Avery Dennison is seeking a Director of Community Investment/Executive Director of Avery Dennison Foundation. Click here for more information about the position.
The San Diego Foundation named board members: Sandra Daley, University of California San Diego; Doug G. Hegebarth, San Diego Foundation; Craig Irving, Confirmnet Corporation; Hollyce Phillips, Carlsbad Charitable Foundation; and Barbara A. Sawrey, University of California San Diego.
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News from Washington
IRA Rollover Act
On March 2, Representatives Earl Pomeroy (D-ND) and Wally Herger (R-CA) introduced the Public Good IRA Rollover Act of 2009 in the House (H.R. 1250). Senators Byron Dorgan (D-ND) and Olympia Snowe (R-ME) introduced a companion IRA rollover bill in the Senate, S. 864 on April 22. If enacted, this legislation would permanently allow gifts made to donor-advised funds, supporting organizations, and private foundations to qualify for the IRA charitable rollover. The bill would also lift the $100,000 cap on distributions and allow planned gifts beginning at age 59 1/2. The Council on Foundations strongly supports this legislation (read COF's issue paper) and is encouraging grantmakers to contact their congressmembers. From Independent Sector: The House Budget Resolution that passed on April 2 calls for the permanent extension of the estate tax at the 2009 levels. The 2009 parameters include a $3.5 million exemption for individuals ($7 million for couples) and a tax rate of 45 percent. The status of estate tax reform in the Senate is confused due to the adoption of conflicting amendments as part of the budget resolution debate on April 2. The conflicting amendments must be resolved when the bill goes to conference with the House. Click here for more from Independent Sector on the Estate Tax proposals, and see also this San Francisco Chronicle article on the proposals.
Excise Tax
From COF: On Tuesday, March 24, Senator Charles Schumer (D-NY) introduced a private foundation excise tax bill (S.676). This proposal would amend the Internal Revenue Code of 1986 to modify and simplify the excise tax on the investment income that private foundations pay. S.676 would remove the current two-tiered excise tax imposed on private foundations and replace it with one flat rate. For more: COF on the private foundation excise tax bill (S.676), and read the issue paper.
Office of Social Innovation
The White House has confirmed that Sonal Shah, former head of global development at Google.org, has been appointed to lead the new Office of Social Innovation. Click here for more. |
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Resources
Books on Philanthropy
The Tactical Philanthropy blog has a great compilation of philanthropy-related books: check it out for some reading-list inspiration. Additionally, check out Foundations and Public Policy: Leveraging Philanthropic Dollars, Knowledge, and Networks for Greater Impact, a new book exploring the choices that foundations face when engaging in public policy work. Grants Management Software and More Technology ToolsSolpath has several reports (available for free download) on grants management systems: what's available in the marketplace, a consumer guide with reviews, and more. Also, check out NCG's wiki on Technology Tools for Foundations for a variety of great resources.
Assessing ImpactThis article in Alliance magazine features interviews with Paul Brest, Jed Emerson, Katherina Rosqueta, Brian Trelstad, and Michael Weinstein on the subject of assessing the impact of funding. Click here for a related Philanthropy 2173 blog post on the search for shared measures. Additionally, the Alliance for Effective Social Investing is working to improve the metrics of social impact. |
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Upcoming SDG Programs
May 7, 2009, 12:00-2:00pm
Bank of America, 450 B Street, 20th Floor, San Diego, CA 92101
Social Innovation, Social Entrepreneurship and Cross Sector Partnerships: What They Mean and Why They Matter with Jim Phills
May 8, 2009, 8:30-10:30am
Price Charities, 4305 University Avenue, Suite 630, San Diego, CA 92105
Philanthropy and the Economy: Education Funding, Challenges and Opportunities
June 1, 2009, 1:30-3:30pm
USD SOLES, 5998 Alcala Park, San Diego, CA 92110
An Entrepreneurial Spirit: Rockefeller Family PhilanthropyJune 3, 2009, 12:00-2:00pm
Hyatt Regency La Jolla, 3777 La Jolla Village Drive, La Jolla, CA 92122
The San Diego Foundation, 2508 Historic Decatur Rd, Ste 200, San Diego CA 92106
Click here for a complete list of SDG programs. To RSVP, please call (619) 744-2180 or email programs@sdgrantmakers.org (include your full name and organizational affiliation with your response, please).
Reminder: SDG programs are open only to member grantmakers and nonmember grantmakers as invited. | |
| This online SDGrantmakers Update is published by San Diego Grantmakers to help SDG members meet the challenges of philanthropy today. Our mission is to connect, educate, develop, and inspire a diverse group of foundations and corporations to stimulate effective philanthropy in the San Diego region. Copies of past editions are archived here.
Contact Nancy Jamison, 619/744.2180 or nancy@sdgrantmakers.org to suggest article ideas or submit news items. | |
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