we are committed to:

IntegrIty

excellenceService Collaboration

Celebration

Inclusiveness

“Just think

What if we can solve this?

Strategize

Combine

— educator, artist and consultant Viet mai in his closing poem at the 2013 annual conference

2013 annual report

Find a way to take away injustices

Trust, this is not a simple solution

It gets tougher and tougher as the story evolves…”

Our Mission is to connect, educate, develop and inspire organized philanthropy to be more effective individually and collectively.

Alliance Healthcare FoundationBlue Shield of california FoundationThe california endowmentThe california Wellness FoundationJacobs Family Foundation/Jacobs center for Neighborhood innovationThe James irvine FoundationJewish community Foundation of San DiegoThe Legler Benbough Foundation

2013 Leadership counciL MeMbersThe Extra Mile Award Goes To. . .

What We do

connect grantmakers to each other

connect grantmakers to knowledge and best practices

Facilitate collaboration

among grantmakers and across

sectors

increase awareness of

organized philanthropy’s

role and impact in

communities

Leverage local philanthropy to help bring

more resources to our region

Our Vision is a vibrant, diverse, and enduring philanthropic sector that strengthens communities.

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“You are all such a great support to our Foundation community and I hope you know how appreciated you are!”

— Sharyn Goodson, Jewish Community Foundation of San Diego

Leichtag FoundationThe Parker FoundationQualcomm incorporatedThe San Diego FoundationSempra energyUnion BankWebMD Health FoundationWeingart FoundationWells Fargo

Leadership Council members contribute a total of $10,000 or more to San Diego Grantmakers.

Family Foundationsclare rose FoundationDomanica FoundationMcKay FoundationOtto Family Foundationcharles and ruth Billingsley Foundation

Grantmaking public charitiesJewish Federation of San Diego countyreDF

community FoundationsLegacy endowment community Foundation

private FoundationSierra Health Foundation: center for Health Program Management

corporate Giving programsAmerican WaterBank of AmericaFord Motor company Fundillumina, inc.LPL FinancialManpower

Government GrantmakerFirst 5 commission of San Diego

individual philanthropistMarty Goodman

San diego county

2013 More than 100 members strong!

1999 SDG incorporates

as a 501(c)3: More than 40 members

1976 SDG is founded:

8 members

We WeLcoMed 17 neW MeMbers in 2013

expanding the local network of funderS

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95%2013 Member retention rate:

education synergy project (esp)

The education synergy project (esp), initiated by members of SDG’s education Funders group in 2011, completed its planning work in 2013. The eSP Leadership Team – together with representatives from education, business, law enforcement, government, and nonprofits – met seven times to discuss the need for a regional education leadership organization. in October, the “project” became the education synergy alliance, a new entity pursuing career and college readiness, early education, and STeM/STeAM projects under the continued leadership of Laura Kohn, an education reform expert who facilitated eSP together with SDG’s executive Director Nancy Jamison. The education Funders still meet periodically to learn about needs and best practices in education funding.

coming home to stay (chts), a unique program to assist the formerly incarcerated returning to San Diego’s city Heights and Diamond Neighborhoods with becoming productive citizens and remaining crime free, entered its fifth year of operation in 2013. SDG’s facilitation of the cHTS funders’ collaboration ended, and cHTS continued operation under the Jacobs center for Neighborhood innovation as a program of community service agencies working with a dedicated team of transition advocates and peer mentors.

homelessness Working Groupin October 2013, the Homelessness Working Group transitioned from SDG to become part of the growing group of public and private partners supporting the United Way of San Diego county’s activities to end homelessness in our region.

“San Diego Grantmakers is proud to have incubated this group and we look forward to the great changes that will come from this next stage in their evolution.”

— Nancy Jamison, SDG executive Director

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facilitating collaboration

Former Member Collaborations

doinG

LinkinG

LearninG

social equity Fundersin 2013 the Social equity Funders explored ways to support its overarching goal to “increase equitable access to the opportunities that produce economic, social and physical well being.” At the heart of this group is an interest in systems change through advocacy and civic participation strategies. Several of the group’s members helped a coalition of San Diego community groups apply for the Open Society Foundations’ Open Places initiative, which will bring $1.9 million over two years to our region in support of policies that promote social and economic stability for the region’s most vulnerable residents.

“Membership in SDG has helped me engage diverse groups of funders to discuss ways of tackling complex social problems.”

— David Lynn, San Diego Social Venture Partners

san diego Workforce Funders collaborative

in March 2013, San Diego Workforce Funders collaborative (SDWFc) members The Parker Foundation and Leichtag Foundation funded a report by the University of San Diego, center for education and Policy titled Strategic Direction in Support of Collaboration of Community Colleges and San Diego Workforce Partnership, which addresses how our regional workforce and community college systems should be working more collaboratively to resolve workforce needs in San Diego county. Subsequently, SDWFc approved funding for implementation of some of the specific recommendations within that report. The SDWFc also developed a partnership with UcSD extension and the Health Workforce initiative (HWi) to work with community Health clinics in a career Training Ladder project designed to facilitate systems change for the role of medical assistants in community health centers.

transition age Youth Funders

With the support of a grant from Qualcomm incorporated, the Transition Age Youth Funders met four times in 2013 with a continued focus on youth

aging out of the foster care system. They learned about efforts by the San Diego Youth Development Office to coordinate local resources and the Sierra Health Foundation’s work with “cross over youth,” as well as information about an emerging effort led by the S. Bernstein Fund at the Jewish community Foundation to convene a collective impact style approach in our region to supporting youth aging out of the foster care system.

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facilitating collaboration

Military Family support Working GroupThroughout 2013, members of the Military Family Support Working Group (MFSWG) met monthly to learn about the needs of military personnel and their families in San Diego as they transition out of service. Specific focus areas included increased service coordination, building capacity and enhancing communication about the challenges and opportunities for iraq and Afghanistan veterans. The funders

supported the progress of the Military transition support project (Mtsp) – a cross-sector community planning process arising from the group’s early learning about the needs of military personnel, which has resulted in a comprehensive plan to better coordinate community resources for veterans and their families and connect those resources to service members as early in the transition process as possible. One

2013 highlight included an event in October attended by representatives of more than 50 veterans interest groups to collect feedback about the then-draft plan. The MTSP planning work was primarily funded by blue shield of california Foundation, with additional support from WebMd health Foundation and rancho santa Fe Foundation.

GiviNG AreAS BeST PrAcTiceS NeTWOrKiNG cOrPOrATe PHiLANTHrOPY PUBLic POLicY

MeMBer-LeD DiSTiNGUiSHeD SPeAKerS

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19in-person programs

21teleconferences/

webinars

proViding education & learning opportunitieS

17average number of in-person program attendees

“This workshop provided me with a great foundation on more constructive ways at viewing the vibrancy and efficiency of an organization. This knowledge will definitely help me when speaking with my donors on strategic philanthropy.”

“Very knowledgeable speakers – provided a wealth of information!”

“I learned a lot – a great workshop!”

average program rating: 3.6

A majority of 2013 program and webinar participants:

gained knowledge about grantmaking strategies or practices that will help their philanthropic work.

made a new contact or reinforced an existing connection with a person that will help their philanthropic work.

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We offered four workshops from the essential skills and strategies for effective Grantmakers series, which is based on national grantmaking curriculum that provides grantmakers with the core knowledge, skills, and tools to be effective in their work.

sponsored by:in the spirit of partnership, we teamed up with:

• San Diego Social venture Partners

• Leichtag Foundation

• calNonprofits

• Northern california Grantmakers

• Southern california Grantmakers

• Foundation center

to co-present 16 of our in-person and online programs this year, expanding program reach and streamlining coordination.

A full listing of all SDG’s 2013 programs and related materials is available on the events > past programs of our website – so even if you did not attend, you can still learn from them!

proViding education & learning opportunitieS

“I always enjoy the social events – they are a great way to get to know fellow members better, and I actually get a lot done in these informal conversations.”

There were five member-driven programs in 2013, including three meetings of the corporate philanthropy Learning community.

More than 160 grantmakers convened for our 2013 Annual conference, held at the San Diego central Library in the heart of Downtown San Diego. The Library is a transformative community space that itself was built through a creative combination of public dollars and philanthropic investment.

Learning opportunities included two plenary sessions featuring Grant oliphant, president and ceO of the pittsburgh Foundation and akaya Windwood, president of the rockwood Leadership institute. There were six breakout sessions about a mix of philanthropic practices and giving area topics, as well as six “Philchat” speakers modeled after the popular TeDTalk style presentations.

Two spoken word poets surprised and inspired attendees as they opened and closed the conference day.

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ANNUAL cONFereNce

The theme of the San Diego Grantmakers 2013 Annual conference

expressed the event’s purpose in building the skills, knowledge,

connectedness and inspiration of local grantmakers to increase the ultimate

impact of their giving.

We deeply appreciate the support of all our generous sponsors.

90%said

more than

the conference

was excellent or good overall.

titLe sponsor

“The entire conference was extremely inspirational and will change not only how I approach my work, but how I approach my life.”

proViding education & learning opportunitieS

“It was an excellent conference with sufficient time to network and some great speakers.”

SDG executive Director Nancy Jamison and Funder collaboration consultant Jennifer James co-authored a post for the Foundation center’s blog, Philanthropy News Digest, about “Minding the ps & ts” of facilitating funder collaborations.

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SDG continued to serve as a clearing house of timely, relevant and targeted information about the field of philanthropy, delivered straight to members’ email inboxes via four quarterly newsletters – the SDG Update, Public Policy Bulletin, Corporate Link and Family Ties – and a quarterly “new resources” email providing the latest reports and other tools for grantmakers.

SDG’s emails consistently generate open and click-through rates that are higher than the standard for association and nonprofit organizations.

SDG was quoted or mentioned in 11 media stories, including KPBS radio and television interviews about the former coming Home to Stay member collaboration and several stories about the Military Transition Support Project’s efforts to help returning iraq and Afghanistan military personnel.

By the end of 2013, SDG’s social media presence on Facebook, Twitter and Linkedin had grown to nearly 800 followers and page likes and initiated engagement with important audiences not reached through other, more traditional forms of communication.

SDG’s marketing collateral materials were completely redesigned and updated in 2013.

“THANK YOU!!! What a great resource. I look forward to using this information.”

— Cathe Burnham, Burnham Family Foundation

communicate timely & Valuable information

Read More

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ADDiTiONAL UPDATeSin 2013, the first installment of a two-year dues increase of nearly 15 percent was implemented. The increase was approved after a lengthy business plan development process and careful consideration by the Board of Directors in order to build support for SDG’s expanding levels and scope of service and prepare the organization for long-term sustainability. it was only the second dues increase since SDG incorporated in 1999.

Financial reports will be available after the 2013 financial review is complete. Thank you to our members, grantors and sponsors for their investments in SDG and San Diego philanthropy.

SDG proudly publicized the University of San Diego caster Family center for Nonprofit and Philanthropic research report, “the Grantmaking report: Foundation Giving in the san diego region,” an update to data first published in 2008.

executive Director Nancy Jamison was out and about more in 2013 to help spotlight the good work of SDG members and organized philanthropy, attending and speaking at events and meetings for organizations such as:

• San diego regional chamber of commerce

• escondido & downtown club 33 rotary clubs

• lead San diego Visionary awards

• american marketing association cause conference

• association of fundraising professionals’ national philanthropy day honorary committee

Nancy also continued her participation in the “Meet the Funders” events with Nonprofit Management Solutions. At the national level, Nancy served on the board of the Forum of regional associations of Grantmakers and helped with the coordination of the council on Foundation’s Fall conference for community Foundations that was held in San Diego.

sdG implemented a new outreach strategy to San Diego county elected representatives and civic leaders to increase their awareness of local organized philanthropy and members’ work.

Supporting philanthropy awareneSS

board of directors

Renata Hron Gomez, Chairthe Hitachi Foundation

Connie Matsui, Chair Elect the San Diego Foundation

David Lynn, TreasurerSan Diego Social Venture Partners

Christy Wilson, Secretaryrancho Santa Fe Foundation

Roque Barros*Jacobs Center for neighborhood Innovation

Dr. Paula Cordeiro the James Irvine Foundation

Steve Eldredthe California endowment

John Fanestil*Foundation for Change

Sharyn GoodsonJewish Community Foundation of San Diego

Mary Herronthe Parker Foundation

Nancy SasakiAlliance Healthcare Foundation

Linda SpuckUnion Bank

Briana Wagner San Diego County Bar Foundation

Beatriz Palomino Young Sempra energy

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2013 BOArD OF DirecTOrS AND ADviSOrY BOArD As of December 31, 2013

“Through [SDG’s] working groups I have learned about community need and where philanthropy is focused. Through the events and celebrations I have been able to meet other like-minded grantmakers.”

— Nancy Sasaki, Executive Director, Alliance Healthcare Foundation

advisory board

William E. Beamer, Esq.the Parker Foundation

Molly CartmillSempra energy

Peter Ellsworth the Legler Benbough Foundation

Gregory Hall the California endowment

Valerie JacobsJacobs Family Foundation /Jacobs Center for neighborhood Innovation

Marjory KaplanJewish Community Foundation of San Diego

Allison KellyQualcomm Incorporated

Bob Kellythe San Diego Foundation Janine MasonFieldstone Foundation

Tim McCarthyMcCarthy Family Foundation

Judy McDonaldthe Parker Foundation

Kathy PatoffUnion Bank

Robert K. Ross, M.D.the California endowment Alan SorkinSan Diego Social Venture Partners

Chris Weilthe Patricia and Christopher Weil Family Foundation

*Served partial Board terms in 2013

5060 Shoreham place, Suite 350, San diego, ca 92122 • 858.875.3333 phone • 858.202.1762 fax • www.sdgrantmakers.org

annual conference committeeBriana Wagner, Chair San Diego County Bar Foundation

Sylvia Barron Alliance Healthcare Foundation

Vanessa Oshiro Jewish Community Foundation of San Diego

Christy Patnoe Cox Communications

Michele Silverthorn Foundation for Change

Danielle Valenciano the San Diego Foundation

ellen Wadell Moxie Foundation

audit committeeJoanne Pastula, Chair the thomas C. Ackerman Foundation

Sharyn goodson Jewish Community Foundation of San Diego

Chris Weil the Patricia and Christopher Weil Family Foundation

Finance committeeDavid Lynn, Chair San Diego Social Venture Partners

Janet Brisco Wells Fargo

Susan Halliday Jewish Federation of San Diego County

Patricia Mayer Moss Adams Foundation

ray ellis the Parker Foundation

Governance commiteeConnie Matsui, Chair the San Diego Foundation

Dr. Paula Cordeiro James Irvine Foundation

Mary Herron the Parker Foundation

renata Hron gomez Hitachi Foundation

Christy Wilson rancho Santa Fe Foundation

Government relations committee tim McCarthy, Chair McCarthy Family Foundation

Steve eldred the California endowment

John Fanestil Foundation for Change

Jim Farley Leichtag Foundation

rosemary george Straley george-Straley Foundation

eryn Mercer United Way of San Diego County

Membership committeeLinda Spuck, ChairUnion Bank

trevor Blair Manpower

Kathy Patoff Union Bank

Shreya Shah Sasaki Kaiser Permanente

Alan Sorkin San Diego Social Venture Partners

Debbie Williams J.W. Sefton Foundation

program committeeValerie Jacobs, Chair Jacobs Family Foundation/Jacobs Center for neighborhood Innovation

tracy Johnson San Diego Women’s Foundation

Allison Kelly Qualcomm Incorporated

Myeisha Peguero gamino JPMorgan Chase & Co.

Marisa Quiroz the San Diego Foundation

edward P. Wallace Jr. Sony electronics, Inc.

Lisa Wilson rice Family Foundation

strategic communications committeeBeatriz Palomino-young, ChairSempra energy Foundation

Jessica Kort Jewish Community Foundation of San Diego

Anna-Marie rooney the San Diego Foundation

nancy Sasaki Alliance Healthcare Foundation

Sarah thompson San Diego Workforce Partnership

2013 cOMMiTTee MeMBerS