CALIFORNIA Philanthropy: A Strategic Partnership

1. CALIFORNIA Philanthropy:A Strategic Partnership Northern California Grantmakers San Diego Grantmakers Southern California Grantmakers

2. California PhilanthropyCombined resources of the three California regional associations

3. More 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 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

4. 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

5. 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

6. 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.

7. 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.

8. 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.

9. 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.

10. 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.

11. 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.

12. Questions and Discussion David Greco Interim President & CEO Northern California Grantmakers E: dgreco@ncg.org P: (415) 777-4111 X13 W: ncg.org Nancy Jamison Executive Director San Diego Grantmakers E: nancy@sdgrantmakers.org P: (858) 875-3335 W: sdgrantmakers.org Christine Essel President & CEO Southern California Grantmakers E: chris@socalgrantmakers.org P: (213) 680-8866 x224  W: socalgrantmakers.org