SDG Family Ties
Pursuing Diversity
 
handprintsGrantmaking that reflects diverse perspectives and information is practiced by many philanthropic organizations, and is often a calculated element of the decision making process of where, when and how to fund.  The rationale is that the greater the variety of input - from both within a foundation as well as outside in a community - the greater the impact and effectiveness to, and variety of, needs addressed.
 
But family foundations generally have little to no staff to gather input, and, by virtue of being family operated, may have little diversity existent in their governance.  So family foundations are challenged with how to best integrate and then translate diverse viewpoints into their grantmaking.
 
The term diversity basically encompasses the breadth and depth of human difference - race, ethnicity, gender, age, religion, sexual orientation, ability, economic status, etc.  One way a few family foundations have begun to achieve diversity in their grantmaking is by focusing those efforts in a way that aligns with their overall missions and funding priorities, helping to keep it a manageable endeavor.
 
Diversity is one of SDG's Guiding Principles for members: "We seek diversity and inclusiveness in order to reflect the communities served, ensure that a range of perspectives inform our approaches, and strengthen our ability to respond effectively to a changing society."
 
In this issue of Family Ties, we bring our family foundation members timely resources to help you understand why diversity is important to your grantmaking and how to make it fit with your foundation's work:
 
■  Do Nothing About Me Without Me: An Action Guide for Engaging Stakeholders.  This new GEO publication argues that involving multiple stakeholders isn't a "nice-to-do" but a "must-do" in order for grantmakers to get a true sense of problems and develop innovative solutions.
 
■  One of our fellow grantmakers associations, the Minnesota Council on Foundations, has compiled "Diversity & Inclusion Tips" on its website, including this tip quoting SDG member Valerie Jacobs.
 
■  Back in February, we shared with you the Council on Foundations' excellent publication Ten Ways for Family Foundations to Consider Diversity and Inclusive Practices; it seems appropriate to again provide it here.
 
■  Finally, we encourage you to come learn about diversity and inclusion in person at the 2010 SDG Annual Conference!  During the closing plenary, conference attendees will hear from James Surowiecki, author of the bestselling book The Wisdom of Crowds and The New Yorker columnist, about his observations that large groups of people are better at solving problems than a few.  Together with President and CEO of The California Endowment Dr. Robert K. Ross, Surowiecki will discuss what philanthropists need to know about increasing the number of people and perspectives involved in their grantmaking.  Register for the Annual Conference today!
SDG Events
 
Mark your calendars!
 
Sept. 20, 2010, 4:00PM-7:00PM
Cost: $20 per person
Old Town Theatre, home of the Cygnet Theatre Company
We had such a great response to our Summer Social last month that we're offering members and their friends and family another opportunity to network with each other!  This time, we'll be hosting a matinée viewing of the critically acclaimed, provocative documentary film "The Art of the Steal," about the struggle for control of Dr. Albert C. Barnes' $25 billion art collection (watch the trailer here). There will be a prescreening wine and appetizer reception, and after the movie, discussion about the film's meaning and themes relative to philanthropy and donor intent. 
 
Joe & Vi Jacobs Center, 404 Euclid Ave., San Diego, CA 92114
The plenary session speakers and workshop topics have been announced and are described on the Annual Conference web page!  Of particular interest to family foundation members is the workshop about the next generation of grantmakers and succession planning.  Stay tuned for additional details... 
Don't miss your chance to hear from national philanthropic thought leaders!  Register now for the Annual Conference!

P.S. Want to display photos of your work at the Annual Conference?  Click here to find out how!
 
Save the Date!  Generation...Give? Inspiring Future Donors and Doers
November 16, 2010, 5:30PM-7:00PM
Hilton San Diego/Del Mar
How will the impact of a worldwide recession and the hyper-consumer culture that fueled it affect the way current and future generations value their wealth and assets?  As donors reassess the ways they share their resources, so too can they inspire, motivate and encourage the next generation of philanthropists.  Nationally recognized author, speaker and founder and president of Share Save Spend® Nathan Dungan will relate case studies of families who have successfully built a new generation of donors and doers, and offer advice for families looking to do the same.  Youth aged 14 and older are welcome.  Additional information and registration instructions will be sent in the weeks to come!
 
For a full list of SDG programs and events, click here.
Worth the Read
Conversations on Family Philanthropy
 
"Parents Matter: New Study Shows Influence of Family on Giving Decisions."  The Chronicle of Philanthropy.  Aug. 25, 2010.
 
"Emeritus Board Members."  National Center for Family Philanthropy Family Giving News.  August 2010.
 
"Ready to Learn: Family Funders Focus on Reading by Third Grade (Part 1 of 2)."  National Center for Family Philanthropy Family Giving News.  August 2010.
 
"The Math (and Morality) of Giving."  San Francisco Gate.  July 5, 2010.
 
"A Job Like No Other: Family Foundation Chief Executive."  National Center for Family Philanthropy Family Giving News.  July 2010.
 
Family Philanthropy Resources
 
■  Foundation Giving Trends (2010 Edition).  Among the major areas of activity, health, education, arts and culture, and human services captured the largest shares of grant dollars awarded by sampled foundations in 2008, according to the most recent report from the Foundation Center.
 
■  Annie E. Casey Foundation's 2010 Kids Count Data Book.  This just-released, 21st annual report includes national and state-by-state data and rankings on 10 key indicators of child well-being. It also presents findings that overall improvements in child well-being that began in the late 1990s stalled in the years just before the current economic downturn.
 
■  Grantmakers for Children, Youth and Families's Spring 2010 Insight focuses on early learning experiences and the role these experiences play in long-term outcomes and achievement in the lives of children, youth, and families.
 
■  2010 "Advice & Giving" survey.  This survey by the Fidelity® Charitable Gift Fund shows that 87 percent of financial advisors expect income taxes to increase for most of their clients in the next 12 to 18 months, with one in four predicting their clients will increase charitable giving in order to offset tax hikes.  Additionally, only half of the 500 respondents proactively offer charitable planning advice, while 82 percent feel that a donor-advised fund is a valuable option for their clients.
 
■  Values to Vision to Action: The Hill-Snowdon Foundation Journey.  This report tells the story of one small family foundation's transformation from check-writing around the kitchen table to becoming a nationally known organization, and illustrates how family foundations can leverage their dollars for more impact.
 
■  Women, Wealth & Giving: The Virtuous Legacy of the Boom Generation.  This book was written for boom-generation women (born between 1943-1964) who want to create a formalized strategic giving plan, as well as for fundraisers and development officers who need to better understand the giving culture of this demographic.
 
■  Doing Good with Foundation Assets: An Updated Look at Program-related Investments.  This Foundation Center report shows that while the development of low-cost housing, community development, and microfinance have historically attracted program-related investments (PRI), there is growing use of PRIs in areas such as education, arts and culture, social and health programs, and environmental sustainability.
Other Events of Interest
 
WEBINAR (COF): Navigating Family Dynamics: Tools for Resolving Conflict
Tuesday, Oct. 5, 2010, 1:00PM-2:30PM
Cost: $35 COF members/$150 non-COF members
How do you handle personality clashes, power struggles and unresolved conflicts? These challenges can happen in the best of families-and family philanthropies. Learn how to identify and resolve these issues in your foundation to stay focused on the philanthropy, not the personalities.
 
Oct. 5, 2010, 10:00AM-11:30AM PT
Cost: $35 COF members/$150 non-COF members

How do you handle personality clashes, power struggles and unresolved conflicts? These challenges can happen in the best of families-and family philanthropies. Learn how to identify and resolve these issues in your foundation to stay focused on the philanthropy, not the personalities.
 
Jan. 23-25, 2011
Marriott Marquis Hotel, New York City
The Council on Foundation's annual conference focuses on bridges - across generations, roles, diverse communities, and across new models of philanthropy.  It will also bridge the traditional conference model to a refreshed, inspired, arts-infused style!
Image: Salvatore Vuono / FreeDigitalPhotos.net
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We'd love to hear from you!
 
Thank you for being a member of San Diego Grantmakers.  We are always trying to improve our services to members, and we welcome your feedback.  Please send your thoughts, comments and suggestions to nancy@sdgrantmakers.org.
August / September 2010 
In This Issue
Diversity in Family Philanthropy
SDG Family Events
Articles of Interest to Family Foundations
Family Philanthropy Resources
Quick Links