CALIFORNIA Philanthropy:A Strategic Partnership
Northern California GrantmakersSan Diego Grantmakers
Southern California Grantmakers
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California PhilanthropyCombined resources of the three California regional associations
Mem-bership
49%
Grants43%
Pro-grams
2%Earned
4%Other
2%
Total Revenue = $3,542,000
Private19%
Family33%
Public9%
Com-munity
7%
Cor-porate
22%
Gov't3%
Other8%
Total Members = 425
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More than 7,500 Foundations in CaliforniaTotal Giving in California = $6.4 Billion
Total Assets of CA Foundations = $103 BillionA sample of some of the major California grantmakers
J. Paul Getty TrustThe William and Flora Hewlett FoundationThe David and Lucile Packard Foundation
Gordon and Betty Moore FoundationThe California Endowment
Conrad N. Hilton FoundationSilicon Valley Community Foundation
Eli & Edythe Broad FoundationThe James Irvine Foundation
Annenberg FoundationMarin Community Foundation
California Community FoundationThe San Francisco Foundation
W. M. Keck FoundationThe Ahmanson Foundation
Shimon ben Joseph FoundationThe California Wellness Foundation
Weingart FoundationThe Henry J. Kaiser Family Foundation
The San Diego FoundationBank of America Charitable Foundation
Wells Fargo Foundation
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Not Just Foundations
AdobeBank of America
Cisco SystemsDepartments of Housing and Urban
DevelopmentDepartments of Children, Youth and Families
eBay Economic Development Agencies
First 5 CommissionsGap
Junior Leagues
Levi StraussLocal Arts Commissions
MicrosoftOffices of Cultural Affairs
OracleRockefeller Philanthropy AdvisorsSocial Venture Partners affiliates
TargetUnion Bank Wells Fargo
We also represent a wide range of corporations, giving circles, government grantmakers, and intermediaries:
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Long History of Collaboration and Partnership
• Public Policy: AB 624• Policy maker outreach and strategy• Diversity and inclusion• Programs: Financial Analysis Trainings, California Budget
Project and others• California Policy Forum Partnership between
CalNonprofits and CA Philanthropy (NCG, SDG & SCG)• Past shared e-newsletters
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Timing is Everything• Each 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.
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Facing Similar Challenges• A 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.
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Shared Goals and Aspirations• A 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 interest• Bring 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.
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The Scope of the Partnership• The 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.
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Where We Are• May 2014: Joint Retreat held in San Diego with
representatives from the Board and Staff leadership strong commitment to partnering
• Examining 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.
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What’s Next?• Develop and submit joint proposal to fund
collaboration study/work• Submitting 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.
Questions and Discussion
David GrecoInterim President & CEO
Northern California GrantmakersE: [email protected]
P: (415) 777-4111 X13W: ncg.org
Nancy JamisonExecutive Director
San Diego GrantmakersE: [email protected]
P: (858) 875-3335W: sdgrantmakers.org
Christine EsselPresident & CEO
Southern California Grantmakers E: [email protected]
P: (213) 680-8866 x224 W: socalgrantmakers.org
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