CALIFORNIA Philanthropy: A Strategic Partnership

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CALIFORNIA Philanthropy: A Strategic Partnership. Northern California Grantmakers San Diego Grantmakers Southern California Grantmakers. California Philanthropy Combined resources of the three California regional associations. - PowerPoint PPT Presentation

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<p>PowerPoint Presentation</p> <p>CALIFORNIA Philanthropy:A Strategic PartnershipNorthern California GrantmakersSan Diego GrantmakersSouthern California GrantmakersDavid leads1California PhilanthropyCombined resources of the three California regional associations2David leads 2More than 7,500 Foundations in CaliforniaTotal Giving in California = $6.4 BillionTotal Assets of CA Foundations = $103 BillionA sample of some of the major California grantmakersJ. Paul Getty TrustThe William and Flora Hewlett FoundationThe David and Lucile Packard FoundationGordon and Betty Moore FoundationThe California EndowmentConrad N. Hilton FoundationSilicon Valley Community FoundationEli &amp; Edythe Broad FoundationThe James Irvine FoundationAnnenberg FoundationMarin Community FoundationCalifornia Community FoundationThe San Francisco FoundationW. M. Keck FoundationThe Ahmanson FoundationShimon ben Joseph FoundationThe California Wellness FoundationWeingart FoundationThe Henry J. Kaiser Family FoundationThe San Diego FoundationBank of America Charitable FoundationWells Fargo Foundation3David leads3Not Just FoundationsAdobeBank of AmericaCisco SystemsDepartments of Housing and Urban DevelopmentDepartments of Children, Youth and FamilieseBay Economic Development AgenciesFirst 5 CommissionsGapJunior LeaguesLevi StraussLocal Arts Commissions MicrosoftOffices of Cultural AffairsOracleRockefeller Philanthropy AdvisorsSocial Venture Partners affiliatesTargetUnion Bank Wells Fargo4We also represent a wide range of corporations, giving circles, government grantmakers, and intermediaries:David leads 4Long History of Collaboration and PartnershipPublic Policy: AB 624Policy maker outreach and strategyDiversity and inclusionPrograms: Financial Analysis Trainings, California Budget Project and othersCalifornia Policy Forum Partnership between CalNonprofits and CA Philanthropy (NCG, SDG &amp; SCG)Past shared e-newsletters</p> <p>5Nancy leads (share history, background and context) </p> <p>5Added "past" since currently not doing?Timing is EverythingEach of the three Regional Associations have embarked on a strategic journey involving changes in their boards, staffs, memberships, relationships to stakeholders, and/or program mixes.New leadership at the staff, CEO and Board level and new leadership in the field.The new economic reality. Implementing each organizational function alone is no longer in the best interest of each association. It is not only expensive in terms of staff capacity and sunk costs, but is not compatible with the business proposition that underlies the existence of each Association.6Chris leads share her point of view and experience from government sector 6Facing Similar ChallengesA large geographically dispersed membership base;How to better engage senior leaders in the field;Many funders have fewer discretionary dollars that have traditionally supported the regional associations;What is our value proposition and how to stay relevant;Member-driven means lots of difference priorities, areas of programming focus;Complex public sector at the state, county and local levels;Staff capacity and managing members expectations;Competition from affinity groups and other specialized associations.</p> <p>7David leads 7Shared Goals and AspirationsA well informed and connected community of grantmakers that contributes to greater philanthropic effectiveness.Be seen as an action-oriented, member driven and leadership hub for the sector.Develop a more sustainable business model to include new revenue sources (revenue diversification).Develop and encourage new ways for members to collaborate on topics and/or initiatives of interestBring other players nonprofits, intermediaries, individual donors or other non-traditional grantmakers to the table.Meaningful relationships with appropriate elected and government representatives that benefit members work.8David leads 8The Scope of the PartnershipThe three regional associations will remain independent organizations with their own boards, staff and membership serving specific geographic regions.We are looking specifically at partnering around shared programming, state and national public policy and relevant communications. We are also looking at possible back office consolidation and economies of scale.9David leads 9Where We AreMay 2014: Joint Retreat held in San Diego with representatives from the Board and Staff leadership strong commitment to partneringExamining joint programming efforts and implementing joint program calls.July 2014: Choose a consulting company to work with the three regional associations to formalize and implement a new strategic partnership early 2015 deadline.10David leads 10Whats Next?Develop and submit joint proposal to fund collaboration study/workSubmitting a joint proposal to launch a new statewide initiative advocating for the importance of covering nonprofit overhead and the full cost of outcomes.Work with the consultant to finalize and implement the strategic partnership.</p> <p>11David leads 11Questions and DiscussionDavid GrecoInterim President &amp; CEONorthern California GrantmakersE: dgreco@ncg.orgP: (415) 777-4111 X13W: ncg.org</p> <p>Nancy JamisonExecutive DirectorSan Diego GrantmakersE: nancy@sdgrantmakers.orgP: (858) 875-3335W: sdgrantmakers.org</p> <p>Christine EsselPresident &amp; CEOSouthern California GrantmakersE: chris@socalgrantmakers.orgP: (213) 680-8866 x224W: socalgrantmakers.org</p> <p>Nancy ask some leading questions for audience12</p>

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