CA RA Presentation - Forum of Regional Associations of

Report
CALIFORNIA Philanthropy:
A Strategic Partnership
Northern California Grantmakers
San Diego Grantmakers
Southern California Grantmakers
California Philanthropy
Combined resources of the three California regional associations
Total Revenue = $3,542,000
Grants
43%
Membership
49%
Total Members = 425
Public
9%
Family
33%
Programs
2%
Earned
Other 4%
2%
Community
7%
Corporate
22%
Private
19%
Other
7%
Gov't
3%
2
More than 7,500 Foundations in California
Total Giving in California = $6.4 Billion
Total Assets of CA Foundations = $103 Billion
A sample of some of the major California grantmakers
J. Paul Getty Trust
The William and Flora Hewlett Foundation
The David and Lucile Packard Foundation
Gordon and Betty Moore Foundation
The California Endowment
Conrad N. Hilton Foundation
Silicon Valley Community Foundation
Eli & Edythe Broad Foundation
The James Irvine Foundation
Annenberg Foundation
Marin Community Foundation
California Community Foundation
The San Francisco Foundation
W. M. Keck Foundation
The Ahmanson Foundation
Shimon ben Joseph Foundation
The California Wellness Foundation
Weingart Foundation
The Henry J. Kaiser Family Foundation
The San Diego Foundation
Bank of America Charitable Foundation
Wells Fargo Foundation
3
Not Just Foundations
We also represent a wide range of corporations, giving circles, government
grantmakers, and intermediaries:
Adobe
Bank of America
Cisco Systems
Departments of Housing and Urban
Development
Departments of Children, Youth and Families
eBay
Economic Development Agencies
First 5 Commissions
Gap
Junior Leagues
Levi Strauss
Local Arts Commissions
Microsoft
Offices of Cultural Affairs
Oracle
Rockefeller Philanthropy Advisors
Social Venture Partners affiliates
Target
Union Bank
Wells Fargo
4
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
5
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.
6
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.
7
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.
8
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.
9
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.
10
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.
11
Questions and Discussion
David Greco
Interim President & CEO
Northern California Grantmakers
E: [email protected]
P: (415) 777-4111 X13
W: ncg.org
Nancy Jamison
Executive Director
San Diego Grantmakers
E: [email protected]
P: (858) 875-3335
W: sdgrantmakers.org
Christine Essel
President & CEO
Southern California Grantmakers
E: [email protected]
P: (213) 680-8866 x224
W: socalgrantmakers.org

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