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Our 2011 Annual Report celebrates all that NCG has accomplished serving the philanthropic community over the last 30 years, and turns the corner to look forward to the future of our work. Read about our performance in 2011, available in electronic form only.
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Northern California Grantmakers2011 Annual Report
30 years of INSPIRATION + COMMUNITY + LEADERSHIP
1
PRESIDENT & CEO
Colin Lacon
ADMINISTRATION
Suki O’Kane Director
Jenny Chinn Associate
PROGRAMS
Judi Powell Director
Angela Jones Program Specialist Effective Philanthropy & Family Philanthropy Exchange
Lauren Maher Program Officer Collaborative Philanthropy
Dion Ward Program Specialist Effective Philanthropy & Public Policy
MEMBER SERVICES &
COMMUNICATIONS
Julia Indovina Director
Barbara Camacho Membership Associate
Marisela Orta Communications Associate
NORTHERN CALIFORNIA GRANTMAKERS (NCG) is a regional association of foundations, corporate contributions programs and other public and private grantmakers. Started in 1965 and incorporated in 1981, NCG has grown to support the activity of over 150 member grantmakers active in northern California, with combined grantmaking of more than $3 billion annually. NCG enhances the effectiveness of philanthropy by supporting regional grantmakers’ efforts to learn, promote the field and connect to peers and resources. For more information visit: www.ncg.org
2011 Staff
Cover images from NCG archives, see pg 19 for details.
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1
2011, THE 30TH YEAR Of NORTHERN CALIfORNIA gRANTMAkERS was a time for celebration and reflection. We’ve grown a great deal since the early days of the “lunch bunch,” a group of foundation executives who met regularly during their lunch hour back before NCG officially incorporated in 1981. But even though we’ve expanded our scope and moved in new directions, NCG has stayed true to that original mission of helping our members connect personally, exchange ideas and support each other in their work.
Once again, we’re using our Annual Report to tell some of NCG’s success stories. These stories highlight our efforts to promote the field of philanthropy and to provide educational and convening opportunities for our members that enable them to learn new skills and respond to trends that affect their work.
Some of these snapshots show how NCG continues to learn from and build upon our rich past. For example, in the early days of NCG, the philanthropic field lacked the gender and racial diversity that it has today. To address this issue in the 1980’s, we collaborated with other regional grantmaker associations to develop a diversity toolkit and educational programming for our members. This dialogue has continued over time, tracking trends and conducting research to support our members’ efforts to increase diversity in the field. In 2007, NCG partnered with Southern California Grantmakers and San Diego Grantmakers to launch the “Diversity in Philanthropy Initiative.” Throughout 2011, we continued our work in this area, hosting a session with Carmen Castellano, president of one of the few Latino family foundations in the country, to talk about building diversity within the philanthropic and nonprofit sectors.
The philanthropic landscape is rapidly evolving and our members must respond to new trends in the field. We’ve included some stories in this annual report about NCG events that helped our members think about changes in the role of technology and the way movements are built in today’s world.
During the past year, we have also focused attention on exploring our future, kicking off a strategic planning process to help us adapt to the growing and changing dimensions of grantmaking with our education, advocacy and networking services.
We look forward to sharing the next 30 years with you.
NCG PresideNt & CeO, COliN laCON
NCG Celebrates 30 Years fROM COLIN LACON, PRESIDENT & CEO
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2011 Leadership Board of Directors & Member Committees A NETWORk Of vOLUNTEERS
BOARD CHAIR
James Head Director of Programs
The San Francisco Foundation
VICE CHAIR
Robert Uyeki Executive Director
Y & H Soda Foundation
SECRETARY Fatima Angeles Director of Evaluation &
Organizational Learning
The California Wellness Foundation
TREASURER Carla Javits President
REDF Foundation
VICE CHAIR AT LARGE Tessie Guillermo President and CEO
ZeroDivide™
BOARD MEMBERS
Cedric Brown Chief Executive Officer
Mitchell Kapor Foundation
Chris DeCardy Vice President & Director of Programs
The David and Lucile Packard Foundation
Christine Elbel Executive Director
Fleishhacker Foundation
Diane Littlefield Director of Program Investments
Sierra Health Foundation
Lise Maisano Vice President Grant Programs,
S.H. Cowell Foundation
Dean Osaki Senior Specialist
Target Corporation Western Region
Diane Parnes Trustee
Silicon Valley Social Venture Fund (SV2)
Judy Patrick President & CEO
The Women’s Foundation of California
Christy Pichel President
Stuart Foundation
June Sugiyama Director
Vodafone Americas Foundation
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NCG fOuNdiNG members susaN Clark aNd kirke WilsON revieW bOOk by 2011 aNNual meetiNG keyNOte sPeaker, daNte ChiNNi
CORPORATE CONTRIBUTIONS ROUNDTABLE
Loren Brown Corporate Contributions Manager
AAA Insurance
Jodi Ravel Group Leader-HEAL/Access
Kaiser Permanente
FAMILY PHILANTHROPY EXCHANGE
Lisa Parker President & Executive Director
The Lawrence Welk Family Foundation
Rae Richman Director
Rockefeller Philanthropy Advisors
MEMBERSHIP
Sara Davis Director of Grants Administration
The William and Flora Hewlett Foundation
Joanne Greenstein Philanthropic Advisor
Rockefeller Philanthropy Advisors
ORGANIZATIONAL EFFECTIVENESS & PROFESSIONAL DEVELOPMENT
John Esterle Executive Director
The Whitman Institute
Stan Hutton Senior Program Officer
Clarence E. Heller Charitable Foundation
PUBLIC POLICY
Jillian Misrack Galbete Vice President of Programs
Full Circle Fund
Kate Wing Senior Program Officer
Gordon and Betty Moore Foundation
ARTS LOAN FUND
Julie Fry Program Officer, Performing Arts
The William & Flora Hewlett Foundation
Karen Park Arts Program Manager
City of San Jose, Office of Cultural Affairs
BAY AREA ASSET FUNDERS NETWORK
Amanda Feinstein Senior Program Officer, Economic Security
Walter and Elise Haas Fund
Karina Moreno Program Officer
Y & H Soda Foundation
EMERGENCY LOAN FUND
Jennifer Kawar Manager
Nonprofit Finance Fund
Joel Wagner Director of Finance
Pacific Forest and Watershed
Lands Stewardship Council
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Financial Statement AUDITED AS Of DECEMBER 31, 2011
ACTIvITIES 2011 2010
INCOME
Membership Dues $ 768,660 $ 745,477
Contributed Income 520,810 339,903
Earned Income 72,361 110,321
TOTAL INCOME $ 1,361,831 $ 1,195,701
EXPENSES
Salaries and Wages $ 1,003,136 $ 1,018,414
Professional Services 109,667 105,953
Non-Personnel 295,291 205,230
Grantmaking 15,000 21,074
TOTAL EXPENSES $ 1,423,094 $ 1,350,671
TOTAL INCREASE (DECREASE) $ (61,263) $ (154,970)
INCOME
MEMBERSHIP DUES 57%
EARNED 5%
CONTRIBUTED 38%
EXPENSES
COLLABORATIvE gRANTMAkINg
11%ADMINISTRATION 15%
fUNDRAISINg 4%
gRANTMAkER EDUCATION &
CONvENINg 52%
MEMBER SERvICES 18%
COLLABORATIVE FUNDS AT NCG
DISTRIBUTED OVER $675K
INTO NINE BAY AREA COUNTIES
ELf gRANTS
2%
EMERgENCY LOAN fUND
34%
ARTS LOAN fUND 64%
fINANCIAL POSITION 2011 2010
ASSETS
Cash and cash equivalents $ 607,146 $ 899,470
Short-term investments 1,803,599 1,637,897
Receivables
Accounts 32,386 20,001
Contributions 101,500 55,000
Loans 556,224 622,023
Prepaid expenses and other (103,018) (107,812)
Office Equipment 2,279 2,930
TOTAL ASSETS $ 3,000,137 $ 3,129,509
LIABILITIES & fUND BALANCE
LIABILITIES
Accounts Payable $ 7,147 $ 2,741
Deferred membership and program fees 49,278 110,389
Payable to fiduciary groups 26,649 30,281
Accrued liabilities and other 5,957 13,279
TOTAL LIABILITIES $89,032 $157,141
fUND BALANCE
Net Assets $ 2,319,768 $ 2,474,738
Board-Designated Reserve 652,600 652,600
Change in Net Assets (61,263) (154,969)
TOTAL fUND BALANCE $ 2,911,105 $ 2,972,368
TOTAL LIABILITIES & fUND BALANCE $ 3,000,137 $ 3,129,509
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“The more we work with foundations to support their grantees in using technology for social change, the more it affirms that the crucial element lies in shifting organizational cultures. The tools will come and go, but investing in our people—via training and new processes—is the key strategy for changing the game.”
—JEFF PERLSTEIN, DIRECTOR OF STRATEGIC ENGAGEmENT, zERODIVIDE™
“This NCG workshop on media skills spotlighted the potential of social media tools to amplify the capacity of groups working for social change. It was exciting and inspiring to see how nonprofits are already experimenting with and leading the way using new technology.”
—SYLVIA YEE, VICE PRESIDENT OF PROGRAmS
EVELYN & WALTER HAAS JR. FUND
#FunderTech: Tweets from the day’s session
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NCg kICkED Off 2011 BY HOLDINg A NUMBER Of BROWN-BAg SESSIONS to help our members to learn more about basic social media strategies. In late May, we were able to move from skill-building roundtable discussions to a dialogue about the importance of technology for effective non-profits and what grantmakers could do to support this work.
At this session, ZeroDivide and the Mitchell Kapor Foundation presented findings from their new report, Mobilizing Communities in a Connected Age: Funding Innovation in Advocacy. Panelists, including Raven Brooks from Netroots Nation, Rashad Robinson from ColorOfChange.org and Jeff Perlstein from ZeroDivide™, talked about lessons learned from integrating technology such as Web 2.0, social media, and cloud computing into a variety of advocacy organizations.
The report found that the most successful organizations had leaders that actively fostered efforts to weave technology practices throughout all aspects of their organization’s work. It recommended that nonprofits and funders look at increasing the capacity for social impact technology as a leadership development issue.
The report highlighted specific ways that funders can increase the use of technology to amplify social impact, including:
• Providing grantees with access to technology consultants.• Funding technology capacity over the long-term – not just “hardware
or software tied to specific initiatives that expire after a defined period of time.” • Taking a leadership role in helping the philanthropic community
understand “the importance of funding technology.”• Building a community of practice where grantees can connect
with peers and industry experts.• Providing staff and grantees with exposure to “new tools, trends and ideas.”
Grantmaker Education
Taking Social Media to Scale Funding Innovation in Advocacy gRANTMAkER SkILL-BUILDINg WORkSHOP
DIRECT ENgAgEMENT: One of NCG’s priorities is to serve as the premiere provider of grantmaker education and convening opportunities for our members. These technology sessions are examples of NCG’s Skill-Building Workshops, our professional development programs tailored to meet the needs of grantmakers in various stages of their careers.
fOR MORE INfORMATION, PLEASE vISIT:
NCg Professional Development
www.ncg.org/mobilizing
“Alcario and I are often the only Latinos in the room when we go to conferences for family foundations. We’d like to see more diversity in those rooms – as well as in leadership positions across the philanthropic and nonprofit sectors.”
—CARMEN CASTELLANO, CASTELLANO FAmILY FOUNDATION
“It’s a challenge to connect with other donors of color throughout the field – but it’s especially tough for younger people to make connections. That’s why it’s so wonderful to have NCG invested in hosting dialogues to begin to change this dynamic.”
— ALLISON SPARKS, PROGRAm OFFICER, CHILD WELFARE, STUART FOUNDATION
IN SEPTEMBER, NCg’S fAMILY PHILANTHROPY EXCHANgE held their Stories that Inspire program, this time featuring Carmen Castellano of the Castellano Family Foundation, one of the few Latino family foundations in the country.
In 2001, Carmen and her husband, Alcario, cashed in a $141 million Lotto ticket, the largest Super Lotto Plus single-ticket-holder payout in the 25-year history of the California State Lottery. Sharing her story with NCG’s family foundation members, Carmen recalled immediately finding a pad of paper and a pen so that she could make a list of all the organizations to which they could give money.
In a talk full of inspiring stories about her parents and her childhood in a multicultural neighborhood, Carmen talked about conducting research about philanthropy and finding that not nearly enough philanthropic dollars were being allocated to communities of color. Six months after winning the Lotto, the family established the Castellano Family Foundation to support Latino arts, culture and leadership in an effort to address that deficit.
Carmen noted that supporting diversity shouldn’t end with grantmaking. The Castellano Family Foundation also encourages their grantees to diversify their boards and staff so that they have the cultural competency to work with the diverse communities they serve. She encouraged NCG members to use this type of approach to help increase diversity in the philanthropic and nonprofit sectors.
Grantmaker Convening
Building Diversity in PhilanthropyThe Castellano FamilySTORIES THAT INSPIRE
PhOtO COurtesy Of the CastellaNO family
DIRECT ENgAgEMENT: One of NCG’s priorities is to serve as the premier provider of grantmaker education and convening opportunities for our members. The Family Philanthropy Exchange is one of our affinity networks, which allows family foundation staff the opportunity to connect with their peers to learn best practices in family philanthropy.
fOR MORE INfORMATION, PLEASE vISIT:
NCg’s family Philanthropy Exchange
www.ncg.org/fpe
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“You can have a lot of energy, it doesn’t mean you have power.”
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“This exciting event challenged our thinking about how movement building has changed in recent years—and how funders can support them.”
SANDRA BASS, PROGRAm OFFICER, POPULATION & REPRODUCTIVE HEALTH
THE DAVID & LUCILE PACKARD FOUNDATION
“How change happens, is changing…[We have to] recognize there’s terminology we don’t have. Occupy Wall Street isn’t a movement. It’s a swarm.”
Van Jones on changes in movement building :
“At some point, you need to go from anger to answers or it sours.”
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IN NOvEMBER, NCg & THE COMPTON fOUNDATION CO-SPONSORED a session with Van Jones, a leading national social activist, nonprofit leader and president of Rebuild the Dream, to discuss the implications of the Occupy Wall Street movement and the opportunity for a coordinated philanthropic response. Katherine Fulton, president of the Monitor Institute, led the conversation in a packed room at the Mitchell Kapor Foundation.
Jones’ interest in Occupy Wall Street had evolved from researching the Tea Party movement and exploring the structural commonalities between the two to discern the changes taking place in how social and political movements are being built.
As Jones pointed out, “There is no Tea Party. You can’t get in a cab and say, ‘Take me to Tea Party headquarters because there are no headquarters…The Tea Party is an open-sourced brand that affiliates use, but don’t own.”
During the talk, he described how the Tea Party talks about individualism, but acts as a collective body. For example, the Tea Party’s “Contract From America” was written by approximately 50,000 people working online through a wiki. Jones explained that progressive movements use the opposite formula: they talk about solidarity, yet act individually. If progressive groups could learn to act collectively, their efforts could have a much bigger impact. Occupy Wall Street is proof that this strategy is effective.
Jones also pointed to the millennial generation as one of Occupy’s key ingredients. They are the biggest generation in American history and a tech-savvy group interested in using technologies in unforeseeable ways. He compared their impact to the Baby Boomers’ influence on the Civil Rights Movement.
Jones made the case that the Occupy movement is about economic change and that change will only be possible through the use of technological innovation and social entrepreneurship, which the philanthropic sector can help support. He ended with a list of ideas for funders who want to support the Occupy movement, including going to a protest to understand its language and needs, supporting organizations that can serve as a bridge between protestors and policymakers and bolstering small groups who are already working with Occupy.
Grantmaker Education
Responding To Occupy Wall Street IMPLICATIONS & OPPORTUNITIES fOR PHILANTHROPY
PhOtO COurtesy by steve rhOdes Of sfist.COm
fOR MORE INfORMATION, PLEASE vISIT:
NCg’s Briefings & gatherings www.ncg.org/briefings
A Conversation With van Jones Write-up www.ncg.org/occupy
DIRECT ENgAgEMENT: One of NCG’s priorities is to serve as the premiere provider of grantmaker education and convening opportunities for our members. This session with Van Jones is an example of NCG’s Briefings & Gatherings, our interactive sessions that introduce grantmakers to concepts in effective philanthropy, new developments in grantmaking issue areas, and updates on policy issues and legislation.
nonprof i t tu rnaround workshop power to the peop le
co l l aborat ive s t ra teg ies fo r i nc reas ing po l i t i ca l and
economic democracy in commun i t i es o f co lo r food
access : c reat ing an equ i tab le food economy address ing
the d i sparate impact o f fo rec losure on househo lds and
commun i t i es o f co lo r funder d ia logue on program re la ted
investments you ’ re h i r i ng an in te rn now what? immigrat ion
as a wedge i ssue imp l i cat ions fo r funders 10 years a f te r
9/ 1 1 : d ia logue on a rab midd le easte rn mus l im and as ian
commun i t i es conf ront ing bu l l y ing and cyberbu l l y ing : what
ro le can funders p lay? foundat ion center open house s tor ies
that onsp i re : the caste l l ano fami ly ’s ph i l an throp ic journey
suppor t ing vete rans and tak ing nat iona l p r io r i t i es loca l
the dec l ine o f loca l c iv i c journa l i sm : new ideas fo r med ia
g rantmak ing a conversat ion w i th van jones : ph i l an throp ic
suppor t fo r movement bu i ld ing - the tea par ty, occupy wa l l
s t reet and ph i l an thropy fami ly ph i l an thropy exchange 201 1
docket ta les fund ing progress ive o rgan izat ions : manag ing
the r i sk annua l meet ing corporate cont r ibut ions roundtab le
mak ing i t work opt im iz ing techno logy too l s fo r corporate
g iv ing programs independent sector d i scuss ion group l i v ing
w i th the gates foundat ion corporate ph i l an thropy inst i tu te
chang ing env i ronment , new oppor tun i t i es mob i l i z ing
commun i t i es i n a connected age : fund ing innovat ion in
advocacy ag ing amer ica and why i t mat te rs to your m iss ion
ba lanc ing data and des i re : the sc ience and a r t o f fami ly
g iv ing foste r ing c iv i l d i scourse and to le rance in tu i t i ve
grantmak ing : t rust and inst inc t i n fami ly ph i l an thropy
keep ing grantmakers and grant seekers f rom drown ing in
paperwork do more than g ive : the s i x p ract i ces o f donors
who change the wor ld va lues to ac t ion at the grauste in
memor ia l fund re l i e f and recovery : what g rantmakers need
to know about j apan the fu tu re o f ph i l an thropy ra t ing
systems : what ’s i n i t fo r you? fami ly m iss ion s tatements :
bu i ld ing a so l id foundat ion fo r your fami ly e th ics in fami ly
ph i l an thropy : r ight vs . r ight dec i s ion-mak ing d i sc re t ionary
grants : encourag ing par t i c ipat ion…or pandora ’s box? sma l l
schoo l s movement : l essons l ea rned f rom t rans forming new
york c i ty ’s h igh schoo l ncg connects : the federa l budget and
i t s impact on the nonprof i t sector connect ing the dots on
the budget dea l : beyond po l i t i cs - nav igat ing the new rea l i ty
37IN 2011 NCG PROVIDED 37 DIFFERENT BRIEFINGS AND GATHERINGS
WHICH CONVENED OVER 700 PARTICIPANTS 11
annual california budget analysis
social media brown bag strategy
social media brown bag
fundraising financial analysis
201: assessing financial health
of nonprofits full day advanced
nonprofit financial assessment
case studies building is not buying:
a model of strategic grantee
engagement new grantmakers
institute annual california budget
analysis: follow-up webinar
with nonprofit finance fund
11IN 2011 NCG PROVIDED 11 SKILL-BUILDING
WORKSHOPS THAT SERVED NEARLY 400 PEOPLE
“NCG can serve a unique and necessary regional role by monitoring issues of potential impact to the sector, sharing information on pending items of concern, and when necessary, speaking in defense of the sector.”
—DANIEL ZINGALE, SENIOR VP, HEALTHY CALIFORNIA,
THE CALIFORNA ENDOWmENT
PUBLIC POLICY PHILANTHROPY DIgEST
In 2011, NCG launched a collaborative effort with San Diego Grantmakers and Southern California Grantmakers to produce a quarterly newsletter that highlights policy updates at the federal and state level. This year, the Public Policy Philanthropy Digest covered topics such as changes in IRS regulations, issues over Congressional redistricting and issues with both the federal and California state budgets.
“We live in a time when the philanthropic climate changes almost daily. One area where this change occurs is in public policy. It is important that our electeds in Sacramento have relationships within our sector and develop a deeper understanding of our work. NCG is taking on the charge to make our sector more visible to policy makers, to develop stronger relationships in Sacramento and to follow the legislation and regulation more closely.”
—JUDY PATRICK, PRESIDENT & CEO, WOmEN’S FOUNDATION OF CALIFORNIA
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IN SEPTEMBER, NCg STAff AND BOARD SPENT THE DAY IN Sacramento, visiting state legislators at the State Capitol and holding a board meeting at the Sierra Health Foundation’s Nonprofit Innovation Center.
The goal for the visit to the State Capitol was to build working relationships with policymakers in order to position NCG as a resource for connecting the public sector to philanthropy and as a partner in shared efforts to strengthen the communities of California.
We met with staff from the offices of Senator Mark Leno (District 3), Senate President pro Tem Darrell Steinberg (District 6), Senator Loni Hancock (District 9) and Speaker of the Assembly, John A. Pérez (Assembly District 46). These visits were a very successful first step in laying the groundwork for relationship-building between our sectors.
Since we are focused on many of the same issues as our state legislators, we will be working more and more closely with legislative staff in Sacramento to stay on top of ongoing budget conversations, legislative priorities and possible opportunities for public-private collaboration.
During the NCG board meeting in Sacramento, the board members dug more deeply into the question of what NCG’s role is in the policy arena. After conducting some research, the board decided to revive the “Legs & Regs” function of the Public Policy Committee. This committee will lead efforts to track policy issues and build relationships with policymakers. When particular legislative or regulatory issues have sector-wide impact, this group will recommend that NCG respond on behalf of its members.
To strengthen our sector, provide transparency and enable effectiveness, the Public Policy Committee will continue to explore new ways to build bridges between policymakers and grantmakers and to respond to issues related to philanthropy and our communities.
PROMOTION Of THE fIELD: One of NCG’s priorities is to strengthen its capacity in public policy, as a provider of policy-related grantmaker education and as an effective policy link and resource for the northern California grantmaker community. The visits to the State Capitol, the “Legs & Regs” sub-committee and the Public Policy Philanthropy Digest are examples of our efforts to become a more comprehensive policy resource for our members.
Promoting the Field of Philanthropy
Building Relationships with Policymakers A fOCUS ON ISSUES WITH SECTOR-WIDE IMPACT
fOR MORE INfORMATION, PLEASE vISIT:
NCg goes to Sacramento www.ncg.org/sacramento
NCg Public Policy Committee www.ncg.org/ppc
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“That you have enough experience on which to reflect and from which to learn and
have time to experience new things and go in different directions.”
“30 is when you know who you are but [are] still exploring many possibilities.”
“Turning 30 means maturity and poise. It also means a realization that you are not yet even halfway through your journey, but with your maturity you can look back and learn from your mistakes and apply them to your tomorrows. Turning 30 is about your future because your past is small in comparison.”
NCG Members Share—What Did Turning 30 Mean to You:
Turning 30 was scary, until I crossed the threshold, then I realized that I was just hitting my stride...go for it NCG!
“NCG must recognize the growing dimensions of grantmaking approach and practice, and be prepared to serve and lead a new configuration of grantmakers for effective and impactful giving.”
—COLIN LACON, PRESIDENT & CEO
NORTHERN CALIFORNIA GRANTmAKERS
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THE PAST fEW YEARS HAvE SEEN DRAMATIC SHIfTS IN THE fIELD Of philanthropy, including the range of people who participate in philanthropy, the increased importance of networks as a tool for social change, and the larger scale of challenges the field seeks to address. NCG must make corresponding changes in how we provide education, advocacy and networking opportunities to our members.
To explore our role in the future, NCG identified some key questions that must be answered:
• How do we provide value to the field of philanthropy?
• How do we provide value to its members?
• What changes are on the horizon for philanthropy?
• What do these changes mean for our members?
• How can we help our members explore and adapt to these changes?
In 2012, NCG will use these questions to create a map for the future that recognizes these changes, identifies who we seek to serve, and articulates what we can effectively provide to those people and institutions.
Tracking & Trends
Exploring the Future of NCG STRATEgIC vISIONINg
TRACkINg AND TRENDS: As NCG seeks to serve as the representative voice of philanthropy in the region, we must recognize the growing dimensions of grantmaking approach and practice. Programs and resources must be rationalized to create value for a range of structures for engaged giving. The Strategic Planning process is a central way the organization will look ahead at the changing environment and be prepared to serve and lead a new configuration of grantmakers and their reach for effective and impactful giving.
fOR MORE INfORMATION, PLEASE vISIT:
NCg Planning www.ncg.org/planning
OVER THE YEARS
A GLImPSE BACK INTO
NCG ARCHIVES
NCG ARTICLES OF INCORORATION, 1981
WHAT WE’VE LEARNED, 1995 NCG’S TASK ON HOmELESSNESS
RETROSPECTIVE ON SIX YEARS OF GRANTmAKING
EARTHQUAKE BULLETIN: FINAL REPORT, 1990 10 YEAR ANNIVERSARY OF LOmA PRIETA REPORT OUTLINING DISASTER RELIEF AND RESPONSE EFFORTS
A NEW PARTNERSHIP, 1983 FIRST REPORT OF NCG’S ARTS LOAN FUND DETAILING ACTIVITIES AND GRANTEE AND FUNDER EXPERIENCES
PERSPECTIVES ON COLLABORATIVE FUNDING, 1985 REVIEW OF THE WIDE-RANGING COLLABORATIVE ACTIVITIES NCG mEmBERS HAD BEEN INVOLVED IN TO DATE
t
t
THEY COLLECTIVELY GAVE OVER $3 BILLION
REPRESENTING 46% OF ALL GIVING IN CALIFORNIA
36%
18%
16&
10%
7%
6%
6%
THEY REPRESENT
A DIVERSE RANGE OF GIVING TYPES:
family fOuNdatiONs
Private fOuNdatiONs
COrPOrate fOuNdatiONs
Other tyPes
GOverNmeNt GraNtmakers
COmmuNity fOuNdatiONs
PubliC fOuNdatiONs
{ PhilaNthrOPiC advisOrs 3%PubliC Charities 3%fOCus fuNds 1%GiviNG CirCles 1%iNtermediaries 1%dONOr advised fuNds 1%federated fuNds 1%OPeratiNG fOuNdatiONs 1%
}
AND TODAY
IN 2011
NCG CONVENED AS A
NETWORK OF
154 INSTITUTIONS &
MORE THAN 1,600
INDIVIDUALS
} 16%stateWide
14%
lOCal38%
reGiONal
24%NatiONal
8%iNterNatiONal
THEY SUPPORT
A VARIETY OF ISSUE AREAS:
EDUCATIONsocial Justicearts & cultureeconmic development
humaN serviCes children & youthenvironmentHealth
sCieNCe & teChNOlOGy
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Inspiration, Community & Leadership
2011 Members & Donors INCLUDING fOUNDINg MEMBERS Of NCg fROM 1981 & ADDITIONAL CONTRIBUTORS
LIfETIME MEMBERCaroline Tower
ORgANIzATIONSAAA InsuranceAdminiTrust LLCAdobe FoundationAkonadi FoundationThe Jenifer Altman FoundationAtkinson FoundationBank of America FoundationBank of MarinBanks Family FoundationS.D. Bechtel, Jr. FoundationBlue Shield of California FoundationThe Bothin FoundationFrank H. and Eva B. Buck FoundationCalifornia Bar FoundationCalifornia Consumer Protection
FoundationCal HumanitiesThe California EndowmentCalifornia HealthCare FoundationCalifornia HIV/AIDS Research ProgramThe California Wellness FoundationCandelaria FundMarguerite Casey FoundationChamberlin Family FoundationJPMorgan Chase & Co.The Christensen FundCisco SystemsCity of Berkeley, Civic Arts ProgramCity of Oakland, Cultural Arts &
Marketing DivisionCity of Sacramento Metropolitan Arts
Commission
City of San Francisco Arts Commission
City of San Francisco, Department of Children, Youth & Their Families
City of San Francisco, Grants for the Arts
City of San Francisco, Mayor’s Office of Housing, Community Development Division
City of San Jose, Office of Cultural Affairs
The Clorox Company FoundationCollege Access Foundation of CaliforniaColumbia FoundationCommunity Foundation of Santa Cruz
CountyCompton FoundationS. H. Cowell FoundationWilliam H. Donner FoundationDunspaugh-Dalton FoundationThe Durfee FoundationEast Bay Community FoundationeBay FoundationThe Endurance FundEF (formerly Entrepreneurs Foundation)Family Philanthropy AdvisorsFirelight FoundationFirst 5 Alameda CountyFirst 5 Solano CountyFledgling FundFleishhacker FoundationThe Flora Family FoundationThe Ford FoundationFrench American Charitable TrustFriedman Family FoundationFull Circle FundGagarin Trust
Gap Inc.The Fred Gellert Family FoundationGenentech Foundation The Wallace Alexander Gerbode
FoundationGive Something BackGive2AsiaLisa and Douglas Goldman FundRichard and Rhoda Goldman FundEvelyn and Walter Haas, Jr. FundJoanne and Peter Haas, Jr. FundMimi and Peter Haas FundWalter and Elise Haas FundCrescent Porter Hale FoundationThe Hearst FoundationsClarence E. Heller Charitable
FoundationThe Hellman Family FoundationThe William and Flora Hewlett
FoundationHispanic Foundation of Silicon ValleyHorizons FoundationHumboldt Area FoundationThe James Irvine FoundationGeorge Frederick Jewett FoundationJewish Community Endowment FundThe Ken and Judith Joy Family
FoundationJunior League of San FranciscoKaiser PermanenteKalliopeia FoundationMitchell Kapor FoundationW. K. Kellogg FoundationThe Kimball FoundationDavid L. Klein, Jr. FoundationKoret Foundation
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NCG members eNJOy the 2011 aNNual meetiNG
Leavens FoundationDean & Margaret Lesher FoundationThomas J. Long FoundationThe Marcled FoundationMarin Community FoundationMcKesson FoundationThe Joseph R. McMicking FoundationMedia Democracy FundMicrosoft CorporationGordon and Betty Moore FoundationMoss Adams FoundationOpen Society FoundationsOracle USA, Inc.Orrick, Herrington & Sutcliffe
Foundation Pacific Forest and Watershed Lands
Stewardship CouncilPacific Gas and Electric CompanyThe David and Lucile Packard
FoundationThe Lucile Packard Foundation for
Children’s HealthPajaro Valley Community Health TrustPenney Family FundPhilanthropic Ventures FoundationJohn & Lisa Pritzker Family FundQuixote FoundationKenneth Rainin FoundationRappaport Family FoundationREDFThe Richmond Community FoundationRockefeller Philanthropy AdvisorsRosenberg FoundationSalesforce.com FoundationThe San Francisco FoundationThe Charles Schwab Foundation
Shinnyo-en FoundationSierra Health FoundationSilicon Valley Community FoundationSilver Giving FoundationPatricia D. & William B. Smullin
FoundationSobrato Family FoundationY & H Soda FoundationThe Special Hope FoundationThe Springcreek FoundationW. Clement and Jessie V. Stone
FoundationLevi Strauss FoundationStuart FoundationMorris Stulsaft FoundationStupski FoundationSV2Target CorporationTCC Group, San Francisco OfficeThe Thomson Family FoundationTides FoundationTomKat Charitable TrustUnion BankUnited Way of the Bay AreaWayne and Gladys Valley FoundationVanLobenSels/RembeRock FoundationVodafone Americas FoundationThe Walther FoundationLawrence Welk FoundationWells Fargo FoundationThe Whitman InstituteThe Women’s Foundation of CaliforniaZellerbach Family FoundationZeroDivide™
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