Southern California Grantmakers Upcoming Programs and Events

Fundamentals of Effective Grantmaking (13 Sep 2010)

Mon, 13 Sep 2010 04:00:00 GMT

SCG Professional Development Series

To keep pace with the rapid changes in the nonprofit sector and the vast demands on philanthropic resources, grantmakers constantly need new and better tools to understand and proactively address issues at local, state and federal levels.

To that end, SCG’s signature Fundamentals of Effective Grantmaking program is continually evolving to meet the needs of members, the environment in which they practice and the people they serve.

The interactive, three-day series introduces new foundation staff to core grantmaking skills and procedures and provides opportunities to interact with new and veteran members of our grantmaking community. Session topics include:

Foundations as Public Service Institutions: Overview and Context
Doing Your Homework: The Process of Assessing Proposals
Evaluation
The Numbers Tell a Story: Understanding Financial Statements
On the Road Again: Site Visits - The Basics
Do the Right Thing: Ethics in Grantmaking
See Yourself as Others See You: Some Viewpoints from the Nonprofit Community

In addition to three full-day sessions on September 13, September 29 and October 13, participants will visit a grantmaking organization to observe how Fundamentals lessons operate in the workplace. Individuals who attend the full program will receive a certificate signifying completion of the series.

Click here to access the agenda and speaker biographies.

Click here to access a printable program agenda.

Location:
Center for Healthy Communities
1000 N. Alameda Street
Los Angeles, CA 90012

(Parking provided)

Dates and Times: (participants must attend all three sessions):

Monday, September 13, 2010 - 8:45 am to 3:00 pm
Wednesday, September 29, 2010 - 8:45 am to 3:00 pm
Wednesday, October 13, 2010 - 8:45 am to 3:00 pm

Lunch will be served at 12:00 noon.
The program begins promptly at 9:00 am.

Week of October 4: Visit with a Grantmaker
(To be announced: Venues and timing)

Who May Attend:
Current SCG members and other grantmakers eligible for SCG membership. Click here for eligibility requirements.

Fees:
$300 for SCG members; $450 for other eligible grantmakers. A special rate of $275 per participant will be offered for members sending three or more participants. Fees cover all course materials, lunches and refreshments. Payment must be made in advance by check or Visa/Mastercard.

To register three or more individuals at the special member rate, please email programsrsvp@socalgrantmakers.org.

Space is limited. Please RSVP no later than Wednesday, September 1, 2010.

Democracy in Action in Orange County (21 Sep 2010)

Tue, 21 Sep 2010 13:45:00 GMT

SCG Collaborative

Presented with the Keith and Judy Swayne Family Foundation and Resource Generation

In Orange County, 10 percent of households fall below the poverty level and face serious economic challenges. Such problems also demand that major community issues such as affordable housing, health care and immigration are addressed.

Southern California Grantmakers, the Keith and Judy Swayne Family Foundation and Resource Generation invite you to an interactive program designed to increase awareness of emerging and ongoing issues in the Orange County region.

Program participants will hear from two Orange County-based nonprofit leaders on methods for engaging community members in changing the dynamics of cities and how these models offer hope for greater change at a regional level.

Coffee, tea and light breakfast foods will be provided.

Presenters:

Debbie Phares
Executive Director, Orange County Congregation Community Organization
Debbie Phares is the executive director of the Orange County Congregation Community Organization (OCCCO). Prior to assuming the role of executive director, she served as a community organizer for OCCCO for eight years in the communities of Anaheim, Fullerton, Santa Ana and South Orange County. Phares has worked with local community leaders on a wide range of issues, including immigration, voting, community safety, neighborhood investment and health care reform. She holds a B.A. in communications and a M.A. in theology from Fuller Theological Seminary.

Eric Altman
Executive Director, Orange County Communities Organized for Responsible Development
As founding executive director of Orange County Communities Organized for Responsible Development (OCCORD), Eric Altman designed the organization’s unique combination of organizing, civic participation, policy research and advocacy work. He also organized the Community Benefits Coalition, a multi-sector, multi-issue collaborative working on responsible development issues in Anaheim. Before joining OCCORD, Altman spent 15 years working to build one of the labor movement's most respected research and strategic campaign operations to improve wages and working conditions for low wage hotel workers in Santa Monica and engage casino workers to make sure their voices were heard by government decision-makers. Altman serves on the Board of Directors of the Partnership for Working Families national network. He received his B.A. in political science from Yale University.

Program Partners:

The Keith and Judy Swayne Foundation
The Keith and Judy Swayne Family Foundation is a new family foundation headquartered in Orange County, California. The founders, Judy and Keith Swayne, have participated in the philanthropic community for decades. Judy Swayne was the founder of the Orange County Community Foundation. Keith Swayne served as the CEO/President of Case Swayne Company and has served on a number of nonprofit boards.

Resource Generation
Resource Generation’s purpose is to promote innovative ways for young people with wealth to align their personal values and political vision with their financial resources.

Location:
Boys and Girls Club of Laguna Beach
1085 Laguna Canyon Road
Laguna Beach, CA 92651

Registration:
1. Email info@swaynefoundation.org with "RSVP for Democracy in Action" in the subject line, and include your name, foundation, number of attendees and phone number.

Please note space is limited and registration is required. For questions contact Maya Dunne of the Swayne Family Foundation at (714) 292-7380.

Who May Attend:
Grantmakers interested in democracy and serving Orange County

Fees:
Free

Financials 2.0: Using Financial Due Diligence for More Effective Grantmaking (23 Sep 2010)

Thu, 23 Sep 2010 13:00:00 GMT

SCG Professional Development Series

Beyond understanding how to read financial statements, a critical element of a grantmaker’s job is to know the essential financial indicators of a healthy nonprofit.

Assessing nonprofit financial health and integrating this knowledge into the grantmaking process provides grantmakers with important insights into the financial and organizational needs of grantees.

Financials 2.0 provides hands-on, intermediate-level financial analysis training. Using real-life case studies, this program examines the deeper funding and financial issues that impact nonprofit health, especially during periods of major programmatic change and economic uncertainty. Participants will also engage in a lively discussion about what is required to build and sustain healthy nonprofit organizations for the 21st century.

Coffee, tea and light breakfast items will be provided.

Presenter:

Brent Copen
Senior Manager, La Piana Consulting
Brent Copen brings more than 15 years of nonprofit experience to his role as senior manager at La Piana Consulting, where he works to strengthen the sector by helping nonprofit organizations develop more robust financial management practices. He has presented hundreds of workshops to executive directors, board members and funders and has consulted to a variety of nonprofits. Copen is a frequent guest lecturer at UC Berkeley’s Haas School of Business and UC Davis’ Graduate School of Management, and has also worked as faculty at Teachers College, Columbia University, where he taught courses in resource allocation for nonprofit organizations.

Prior to joining La Piana, Copen was director of the western region at the Nonprofit Finance Fund and a projects manager for Youth Treatment and Education Court, a juvenile drug treatment and education program. He also served as a senior fellow of the Robert F. Kennedy Memorial. Copen is currently a board member of Catalogue Choice, a nonprofit that works to promote the adoption of sustainable industry best practices. He holds an M.P.A. from Columbia University’s School of International and Public Affairs.

Location:
The Center for Healthy Communities
1000 N. Alameda Street
Los Angeles, CA 90012

Who May Attend:
Current SCG Members Only

Fees:
Free

Annual Conference 2010 (3 Nov 2010)

Wed, 03 Nov 2010 15:30:00 GMT

Inspiration. Empathy. Innovation.
Connecting Philanthropy to Communities

Annual Conference and Members' Meeting
November 3 - 4, 2010

Due to the overwhelming popularity of last year’s Annual Conference and Members’ Meeting, Southern California Grantmakers is expanding this year’s conference to a new two-day format.

Wednesday, November 3rd

Opening Address
Standing in Their Shoes: How Empathy Leads to Better Decisions
Dev Patnaik, Author and Strategist

Workshops

Evaluation as an Effective Grantmaking Tool
Streamlining Grants Applications and Reporting
Personal Strategy Workshop
Innovations in Philanthropy: What is the Future?

Van tours

Economic Security
Criminal Justice
Foster Youth
Poverty Simulation

Dine-arounds
Dinner with colleagues at venues throughout the downtown Los Angeles area

Thursday, November 4th

Keynote Address
Connecting Philanthropy to Communities
Marian Wright Edelman, President, Children's Defense Fund

Breakout Sessions

Working with Grantees: Pathways to Success
Building Nonprofit Capacity in Southern California
Deepening Organizational Diversity
Developing a Philanthropic Strategy
Grantmaking in the New Normal: Did the Economic Crisis Change Foundation Philanthropy?

Further information on speakers, panelists and a detailed conference schedule is forthcoming. Please check back regularly for updates.

Click here for additional registration details.

SCG's 2010 Annual Conference and Members' Meeting is made possible with the generous support of our sponsors:

American Honda Foundation
The Boeing Company/Employees Community Fund of Boeing, California
California Community Foundation
The Carol and James Collins Foundation
Conrad N. Hilton Foundation
Jewish Community Foundation of Los Angeles
Union Bank
United Way of Greater Los Angeles
Ventura County Community Foundation
Weingart Foundation
Wells Fargo Foundation

Southern California Grantmakers Upcoming Programs and Events

Fundamentals of Effective Grantmaking (13 Sep 2010)

SCG Professional Development Series

Democracy in Action in Orange County (21 Sep 2010)

SCG Collaborative

Financials 2.0: Using Financial Due Diligence for More Effective Grantmaking (23 Sep 2010)

SCG Professional Development Series

Annual Conference 2010 (3 Nov 2010)

Inspiration. Empathy. Innovation.Connecting Philanthropy to CommunitiesAnnual Conference and Members' MeetingNovember 3 - 4, 2010

Wednesday, November 3rd

Thursday, November 4th

Inspiration. Empathy. Innovation.
Connecting Philanthropy to Communities

Annual Conference and Members' Meeting
November 3 - 4, 2010