Upcoming SCG Programs and Events

Upcoming events

• Creating Your Giving Identity: Tools and Tips for Next Gen Philanthropists

  • When
    09 Feb 2012
  •  
    9:00 AM - 10:30 AM (PST)
  • Location
    This program is a teleconference

  Family Foundation Forum

  
  

  Most philanthropic families say they want the next generation at the table. Yet how do new trustees develop their personal values and ideas to contribute to discussions?  When and if the next gen has a sense of how they’d like to give, will the board actually welcome their perspectives?  How can your foundation actively facilitate this process?

  This call features Lisa Parker, president and executive director of the Lawrence Welk Family Foundation and Lana Volfstun, executive director of the One Percent Foundationundefinedtwo individuals who survived and thrived as next gen board members and now work with families and younger donors to encourage the creation of personal giving identities in the next generation. Hear their views and share your own tools, tips and questions on this ever-important subject in family philanthropy.

  Presenters:

  Lisa Parker
  President and Executive Director, Lawrence Welk Family Foundation
  Lisa Parker brings 25 years of experience in philanthropy and nonprofit management to serve philanthropic families raising the next generation of savvy givers. For 14 years she has been president and executive director of the Lawrence Welk Family Foundation, leading the Foundation’s initiative to seed the youth giving movement and creating youth philanthropy programs for the family’s fourth generation. Parker launched San Francisco-based Family Circle Advisors to help other families create meaningful giving experiences that engage and inspire each generation. She serves as advisor and board member to numerous organizations building and expanding the philanthropic sector, including the USC Center on Philanthropy and Public Policy and Northern California Grantmakers. Parker has written and spoken extensively on raising The Generous Generation™, youth philanthropy, new models of giving and family philanthropy throughout California, the U.S. and the U.K.

  Lana Volftsun
  Executive Director, One Percent Foundation
  Lana Volftsun is executive director of the One Percent Foundation (OPF), a nonprofit organization dedicated to addressing persistent global challenges by building a broad-based movement of next generation philanthropists. She is on the board of her family's foundation as well as Slingshot, a collective fund which provides support for a subset of innovative Jewish organizations featured in the Slingshot Guide. In addition, Volftsun sits on the Issues Committee for the National Center for Family Philanthropy, the UpStart Bay Area's Connect Advisory Group and the Steering Committee for the Nexus Global Youth Summit. Previously, she facilitated the Jewish Youth Philanthropy Institute (JYPI) program in Northern Virginia and served on the Young Leadership Board of the Jewish Federation of Greater Washington. Prior to joining OPF, Volftsun worked as a technology consultant at Deloitte Consulting. She holds a Master's Certificate in Nonprofit Management from Washington University in St. Louis.

  Date:
  Thursday, February 9, 2012

  Time:
  9:00 am to 10:30 am (PST)

  Location:
  This program is a teleconference.

  Registration:
  Register online through the National Center for Family Philanthropy Knowledge Center database. To retrieve your organization’s NCFP account information, email info@socalgrantmakers.org.
  

  Who May Attend:
  Current SCG members

  Fees: As a membership benefit, SCG members have complimentary access to NCFP teleconferences.
  

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• Financial Analysis: What Grantees Really Need

  • When
    13 Feb 2012
  •  
    8:30 AM - 12:30 PM (PST)
  • Location
    Center for Healthy Communities, 1000 North Alameda Street, Los Angeles, CA 90012

  Register

  Professional Development Series

  Often, funders issue grants without adequately considering a nonprofit’s overall financial picture. How can a nonprofit’s financial situation indicate its ability to meet proposed project objectives and mission? How can financial information lead to more deliberate decisions about how grant dollars can help a nonprofit, rather than accidently harm its long-term sustainability?

  Led by Nonprofit Finance Fund’s David Greco and Jessica LaBarbera, this session will instruct grantmakers on how to review financial statements for nonprofits’ ability to meet project or mission goals. The session will be interactive, with opportunities to practice analyzing financials using a case study. Program participants will learn how to:
  

  • assess grantees’ financial health, including identifying full enterprise costs;
  • ask questions of grantees that illuminate financial management challenges;
  • recognize relative financial stability and instability in the context of an uncertain economy;
  • perceive your support as either “building” or “buying;” and
  • identify ways to support nonprofits’ long-term sustainability and impact.

  Although not required, it is strongly suggested that registrants have completed the Fundamentals of Effective Grantmaking “Understanding Financial Statements” session and attended Day One of the 2011 Annual Conference, which addressed supporting nonprofits’ financial health.
  

  Presenters:

  David Greco
  Vice President Western Region, Nonprofit Finance Fund
  David Greco manages the Nonprofit Finance Fund (NFF) offices in Chicago, Detroit, Los Angeles and San Francisco, where he is responsible for leading lending, capital grants, asset building programs and customized consulting services in the Western  United States. Prior to joining NFF, he served as vice president of the Youth Leadership Institute and as senior marketing manager at Jossey-Bass Publishers. Greco has also served as the corporate and foundation relations manager for the National Wildlife Federation and is the author of "Nonprofit Financial Management," featured in Nonprofit Management 101: A Complete and Practical Guide for Leaders and Professionals. Greco currently serves on the Board of Next Step Homes, a national affordable housing network.

  Jessica LaBarbera
  Director, California Market, Nonprofit Finance Fund
  Jessica LaBarbera is director of the California Market for Nonprofit Finance Fund (NFF), leading program growth and product delivery in the state. She is responsible for identifying market needs and opportunities and meeting business development goals, as well as overseeing new regional initiatives and rolling out new products and services in the region. Previously, LaBarbera was a vice president at Citi Community Capital, a division of Citigroup Global Markets Inc., where she provided structured financing and relationship management to national nonprofit and Community Development Financial Institution (CDFI) clients. She has served as a consultant to municipal government social service agencies, nonprofit advocacy organizations and direct service providers.

  
  

  Date:
  Monday, February 13, 2012

  Time:
  8:30 am - 12:30 pm
  8:15 am Registration and continental breakfast
  8:30 am Session 

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

  Registration:
  Register online. Space is limited; please RSVP no later than Thursday, February 9, 2012.
  

  Who May Attend: 
  SCG members and organizations/individuals eligible for SCG membership. Click here for eligibility requirements.

  Fees:
  Free for SCG members
  $50 for eligible non-members

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• Investing in All Children: Improving Their Future and Ours

  • When
    27 Feb 2012
  •  
    9:45 AM - 12:00 PM (PST)
  • Location
    The Pacific Club, 4110 MacArthur Boulevard, Newport Beach, CA 92660

  SCG Collaborative

  The issues facing Orange County youth are significant and diverse. As families throughout the county struggle economically, more children are qualifying for welfare services and free or reduced-price school lunches, while their reading scores are plummeting. Additionally, a special section of the 17th Annual Report on the Conditions of Children in Orange County focused on the impact of domestic and family violence on children reports that on average, 111 reports of child abuse are made each day.

  The Keith and Judy Swayne Family Foundation seeks to increase awareness of emerging and ongoing issues in the region. This funders’ forum will provide perspectives from two leading practitioners in the field followed by an exchange of ideas among funders. Nonprofit leaders Rusty Kennedy, executive director of the Orange County Human Relations Commission, and Robert Santana, chief professional officer of the Boys & Girls Club of Santa Ana, will discuss the state of youth development in Orange County and how they hope to improve the future of this community.

  Coffee, tea and light breakfast items will be provided.

  Speakers:

  Rusty Kennedy
  Executive Director, Orange County Human Relations Commission
  Rusty Kennedy has served as executive director of the Orange County Human Relations Commission (OC Human Relations) since 1981, and as the founding CEO of the nonprofit Orange County Human Relations Council since 1991. Kennedy leads this dynamic public/private partnership, which includes: the nationally recognized BRIDGES: School Inter-Group Relations and Violence Prevention Program; a Mediation/Conflict Resolution Program; and a Community Building Program that includes diverse leadership development, police/community relations training, collaborative community planning, Living Room Dialogues and civil rights advocacy. OC Human Relations reaches more than 40,000 middle and high schools students annually, building their capacity to create safe, inclusive schools where bullying and disrespect are discouraged. Through BRIDGES, OC Human Relations has reached more than 500,000 students over the last decade.

  Robert Santana
  Chief Professional Officer, Boys & Girls Club of Santa Ana
  Robert Santana is the chief professional officer of the Boys & Girls Club of Santa Ana, where he has brought vision and leadership to an organization with almost 60 years of impact. He is active throughout Orange County and serves as a resource to other nonprofit groups. Santana’s varied background in law enforcement, business management and child development creates a unique blend of experience, which leads to his effectiveness as community leader.

  Date:
  Monday, February 27, 2012

  Time:
  9:45 am - 12:00 pm

  Location:
  The Pacific Club
  4110 MacArthur Blvd.
  Newport Beach, CA 92660
  

  Registration:
  Space is limited. Email info@swaynefoundation.org with "Investing in all children" in the subject line and include your name, foundation, number of attendees and phone number. 

  Please contact Lauren Lloyd at (949) 874-4614 or info@swaynefoundation.org if you have any questions.
  

  Who May Attend:
  Grantmakers interested in children’s issues and serving Orange County
  

  Fees:
  Free

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• 2012 Public Policy Conference

  • When
    28 Feb 2012
  •  
    8:30 AM - 5:30 PM (PST)
  • Location
    Center for Healthy Communities, 1000 North Alameda Street, Los Angeles, CA 90012

  Register

  2012 Public Policy Conference

  
  

  > Speakers and Session Details

  
  

  > Registration Details

  
  

  On Tuesday, February 28, 2012, Southern California Grantmakers will host its second Public Policy Conference, convening foundations and private grantmakers to learn about critical public policy and legislative trends that impact our sector.

  During the conference, participants will discuss and build upon efforts to align the sector’s work with local, state and federal government.
  

  Breakout session topics will include:

  • California's Budget: Where Are We Headed and What Can Funders Do?
  • Funding Advocacy: Tricks of the Trade
  • A Focus on Elections as a Lever for Change
  • National and State Laws Governing the Charitable Sector
  • Move Your Issue: How to Evaluate Advocacy
  • Leveraging Federal Investments: Social Innovation in Los Angeles

  Featuring a variety of formats to engage with philanthropic and public sector leaders, participants will identify ways to integrate public policy and advocacy into their ongoing work and consider new strategies to support the nonprofit sector in advocating on behalf of the communities we serve.

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

  Agenda

  > 8:30 am - Networking Breakfast

  > 8:45 am - Welcome and SCG Public Policy Platform Update
  Sushma Raman, President, Southern California Grantmakers

  > 9:00 am - Idea Exchange: Does Philanthropy Serve the Public Interest?
  Moderator: Latonya Slack, Senior Program Officer, California Democracy Program, The James Irvine Foundation 
  

  Aaron Dorfman, Executive Director, National Committee for Responsive Philanthropy

  Sue Santa, Senior Vice President for Public Policy, The Philanthropy Roundtable

  > 10:20 am - The Lawyer Is In
  Daren Garshelis, Counsel, Alliance for Justice, West Coast Office

  Nayantara Mehta, Senior Counsel, Alliance for Justice, West Coast Office

  > 10:30 am - Networking Break

  > 10:45 am - Breakout Sessions: Round One

  > 12:00 pm - Keynote/Lunch
  Dr. John E. Deasy, Superintendent of Schools, Los Angeles Unified Public Schools

  > 1:30 pm - A Conversation on Governance and Civic Engagement in the Golden State
  Pete Peterson, Executive Director, Davenport Institute for Public Engagement and Civic Leadership, Pepperdine School of Public Policy

  Kathay Feng, Executive Director, California Common Cause

  Victor Abalos, Director of Strategic Partnerships & Communications, California Forward

  > 2:30 pm - Networking Break

  > 2:45 pm - Breakout Sessions: Round Two

  > 4:00 pm - Pre-reception

  > 4:30 pm -  Los Angeles Mayoral Candidate Forum
  Moderator: Warren Olney, Host and Executive Producer, Which Way, LA? and To the Point on 89.9 KCRW

  Candidates:

  Austin Beutner, Civic Leader

  Eric Garcetti, Councilmember, Los Angeles City Council

  Wendy Greuel, Los Angeles City Controller

  Jan Perry, Councilmember, Los Angeles City Council

  
  Our 2012 Public Policy Conference is made possible with the generous support of our sponsor:
  

  
  

  For information on sponsorship opportunities, click here.
  

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• Foundations on the Hill 2012

  • Start
    21 Mar 2012
  •  
    (EDT)
  • End
    22 Mar 2012 (EDT)
  • Location
    Washington, D.C.

  Public Policy Platform

  
  Foundations on the Hill (FOTH) is the one time all year that philanthropy stands united and presents a powerful front to Washington, D.C. While foundations often have relationships with lawmakers and work with them throughout the year on topical issues, this is a chance for the sector to make a statement collectively.
  
  Join your colleagues in Washington, D.C. for this annual two-day legislative and public policy event that provides the opportunity for foundations to create and strengthen relationships with elected officials. This year, the three California regional associations will represent a single California Delegation. Meetings will be arranged with state senators and officials at key federal offices such as the Department of Education, the Department of Justice, the Department of Housing and Urban Development and the White House Office of Social Innovation and Civic Participation.
  
  Election years are about change and opportunityundefinedand now is a critical time to make sure our voice is heard. Our visits in Washington will solidify existing political relationships and broker new relationships to convey the value of philanthropy and our potential as a partner.
   
  In addition to congressional meetings, participants will meet foundation colleagues from across the nation, attend training sessions and receive a legislative briefing on issues of relevance to the philanthropic sector. 

  
  

  Date: Wednesday, March 21 – Thursday, March 22, 2012

  Location: Washington, D.C.

  (A discounted hotel block has been secured until February 29, 2012. Click here for more information.)

  Who May Attend: Trustees, executives and staff of grantmaking foundations

  Fees: $100 (Travel and accommodation are the responsibility of individual participants.)

  Registration: Register online through the Foundations on the Hill website. Once registered, an SCG representative will contact you regarding additional support prior to and during the event.

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