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Briefings & Discussions

Event

Family Philanthropy Town Hall Encore Program—Putting Your Assets to Work: Using the Power of the Next Gen

Tuesday, October 20, 2020
11:00am - 12:00pm

Over the past six months, during this unprecedented time of uncertainty, our foundations have felt significant pressures to act and experienced shifts within the dynamics of our boards and families. For so many family foundations, this moment has presented both questions and opportunities; it has not been business as usual. This is a time when family foundations are more able than ever to put all their assets to work, including the often overlooked “next gen” members of the family. 

But engaging the talents of the next gen requires families to reconsider their status quo and business as usual practices. How can foundations navigate family power dynamics in this “new normal?” What roles can next generation voices play in these imperative conversations that share decision making and planning? To involve our next gen members truly and effectively, we must engage in these conversations that were once tabled for the future. Not doing so risks losing a vital asset for years to come.

Southern California Grantmakers invites you to join Farhad Ebrahimi, Founder and President of The Chorus Foundation and Shawn Escoffery, Executive Director of the Roy and Patricia Disney Family Foundation for this dynamic conversation.

 

Speakers

Farhad Ebrahimi

Founder and President, The Chorus Foundation

Farhad Ebrahimi is the Founder and President of the Chorus Foundation, which works for a just transition to a regenerative economy in the United States. The Chorus Foundation supports communities on the front lines of the old, extractive economy to build new bases of political, economic, and cultural power for systemic change.

Through his work with Chorus, Farhad is most interested in the question of how philanthropy might play a role in putting itself out of business. Which is to say, how can the redistribution of consolidated wealth support the transition to a world in which such wealth is no longer extracted and consolidated in the first place? It is in this context that Chorus will be spending down its entire endowment by 2023.

Farhad’s family history has been defined by multiple cultures, nationalities, political revolutions, and refugee experiences. To say that his parents talked politics at home when he was growing up would be an understatement, and the experience of being a first-generation Iranian American throughout the 1980s had a profound impact on Farhad in ways that he’s still unpacking. These early experiences – combined with a lifelong love of punk and subversive art in general – have defined a political trajectory that’s informed both his personal and professional outlook.

Farhad is also a musician, a lover of film and literature, and a lapsed bicycle snob. He graduated from the Massachusetts Institute of Technology in 2002 with a bachelor's degree in Mathematics with Computer Science, and he currently lives in Brooklyn.

Shawn Escoffery

Executive Director, Roy and Patricia Disney Family Foundation

Shawn Escoffery is the Executive Director of the Roy and Patricia Disney Family Foundation, where he leads a team committed to social justice and addressing the historical inequities that plague many lower-income communities. Since joining the Foundation 2018, Shawn has led the organization through a strategy revisioning process, created a fellowship for someone who was formerly impacted by the Justice System, and launched an Impact Investing portfolio with a 10% carve-out of the endowment. The Foundation now focuses on Criminal Justice Reform, Environmental Justice, and Affordable Housing Preservation with a trust-based approach that is centered in place and emphasizes lasting partnerships as well as capacity building. With assets exceeding $120 million, Shawn oversees a $5 million annual grantmaking budget and is responsible for sourcing impact investments ranging from $250,000 to $1 million aimed at advancing racial and gender equity. Prior to joining RPDFF, Shawn directed the Inclusive Economies portfolio at the Surdna Foundation – a nationally focused family foundation with over $1 billion in assets. In this role, Shawn worked to support the development of robust and sustainable economies that include a wide range of businesses, equitable economic policy, and access to quality jobs. Shawn managed a $9.5 million annual grantmaking budget and an impact investing portfolio over $10 million. As an urban planner with over 20 years of experience, Shawn has worked on community economic development and affordable housing projects across the country.

Shawn holds a bachelor’s degree in Political Science and English Literature from Rutgers University and a Master’s of City Planning from the Massachusetts Institute of Technology. He also holds certificates in Communications and International Relations, Urban Redevelopment, and Effective Leadership from Carnegie Mellon University, the University of Pennsylvania, and Duke University, respectively. Shawn currently sits on the board of directors of The Funders Network and Hispanics in Philanthropy.


Fee
No cost to participate

Who May Attend
Current SCG, NCG, and SDG members and eligible non-members

Registration
SCG members: Register online (you must log in to your SCG account to register).
NCG & SDG members: Please contact [email protected] to register.
Non-members: Register online. If you do not have an SCG account, contact us.
If you have additional questions regarding these sessions, please contact us at [email protected]

Accommodations for People with Disabilities
If you have a disability and require accommodation in order to fully participate in this activity, please contact our programs team at [email protected] or (213) 680-8866. You will be contacted by someone from our staff to discuss your specific needs.

Funding Issue Area & Geographic Regions
Event

Market Rate Impact Investing

Wednesday, September 30, 2020
1:30pm - 2:30pm

Join Philanthropy California to hear from leading California foundations, the County of Fresno, and advisors, on the tools they are employing to activate their portfolios for impact in California’s underserved communities.

During this conversation, we will explore the challenges foundations face when maximizing impact across asset classes. How do you effectively manage risk vis-a-vis return and impact? How do you make investments that promote racial equity? How do you engage and effectively listen to your stakeholders about impact investing? What are the most unexpected challenges you faced before you made your fist impact investment?

At this convening, you will also learn about the emerging Philanthropy California Impact Investing Collaborative, a movement among Philanthropy California members to share best practices and collectively capitalize on impact investments for maximum impact in the Golden State. 

 

Speaker

Wendy Walker

CFA, Managing Director, Cambridge Associates

Prior to joining Cambridge Associates, Wendy worked on the investment teams at Imprint Capital Advisors, focusing on socially responsible and environmental-themed fund managers, and at Parnassus Investments, integrating environmental, social and governance factors into industry and company-specific research. She is a former vice chair of the Sustainable Investing Committee of the New York Society of Security Analysts.  Wendy graduated cum laude from Yale University and earned an MBA (with Honors) from the Haas School of Business, UC Berkeley.  She serves on the Advisory Committee to the Haas Sustainable Investment Fund. 

Nathan Magsig

Fresno County Board of Supervisors, District 5

Since 2017, Nathan has been representing eastern Fresno County; prior, he served on the Clovis City Council for 16 years and was privileged to represent the citizens of Clovis as mayor for two terms.  A 30 year Fresno County resident, Mr. Magsig is the son of a pastor and openly affirms the profound impact his faith in God has had on his life. He attended Clovis schools, where he excelled both academically and athletically. He holds two masters degrees from California State University Fresno, one in criminology, another in business administration.  He is also a licensed general contractor and serves on numerous boards and committees.

Catherine Banat

Managing Director, US Responsible Investing

Catherine Banat oversees the Responsible Investing Platform for RBC GAM-US. As an ambassador for the value proposition associated with Responsible Investing and the strategic approach of RBC, Catherine is a keen advocate of responsible investing within the broader investment community. She serves as a thought leader and relevant voice advocating for combining a competitive financial return with a sustainable investing lens. Catherine has dedicated her entire career to the financial services industry and has held senior level positions at Paloma Partners, Goldman, Sachs & Co., C3 Capital and Lehman Brothers. Catherine has more than 20 years’ experience in the investment industry. She earned a BA in history and a BSE in management from the University of Pennsylvania and the Wharton School, as well as an MBA in finance from Columbia University. Catherine holds FINRA Series 7 and 63 licenses.

Mark Doherty

Director of Investments, San Francisco Foundation

Mark is the San Francisco Foundation’s Director of Investments and leads a team which stewards $1.5 billion of charitable capital. Mark’s team is responsible for the analysis, operations, and communications related to the foundation’s core investment portfolios, externally managed funds, and impact investing portfolios. He helps evaluate and implement investment and liquidity management strategies to best support SFF’s mission. Prior to joining the foundation, Mark lived in London and was Operations Director at UK Community Foundations, an organization supporting the 46 community foundations in the UK. Before London, Mark served as Director of Investments at Silicon Valley Community Foundation. 

Rosa Benitez

Director of Program Investments, Weingart Foundation

As Director of Program Investments, Rosa Benitez is responsible for overseeing Weingart Foundation’s Program-Related Investment (PRI) Fund which provides low-interest loans to nonprofit organizations.  Rosa joined the Foundation in 2008 as a Program Officer, and previously managed the Foundation’s grantmaking in the special issue area of housing and homelessness.  She possesses two decades of experience working in the public, nonprofit and philanthropic sector. Prior to joining the Foundation, Rosa served as a Program Officer at the California Community Foundation, where she managed its grantmaking portfolio in the area of housing.  She holds a master’s degree in public administration and a bachelor’s degree in political science from California State University, Los Angeles.

 

Ted G. Benedict, CFA, CAIA

Managing Principal, Meketa Investment Group

Mr. Benedict joined Meketa Investment Group in 2007 and has been in the financial services industry for 23 years.  Mr. Benedict's consulting work includes investment policy design, asset allocation modeling, defined contribution plans, and manager research. Prior to joining Meketa Investment Group, Mr. Benedict was employed at Pacific Life, performing investment management research, fund coordination, and implementation of the firm’s asset allocation program. He received his undergraduate degree in Economics from St. Lawrence University.  Mr. Benedict has received the Chartered Financial Analyst designation from the CFA Institute and is a member of the CFA Institute, as well as the CFA Society of San Diego.  Mr. Benedict also holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CAIA Association.

Ronald A. Homer, Chief Strategist

US Impact Investing and President, Access Capital Community Investment Fund

Ron Homer is responsible for servicing the firm’s impact investing clients and ensuring that investment solutions are implemented based on each client’s customized impact requirements. Previously, Ron was co-founder and chief executive officer of Access Capital Strategies LLC, an investment adviser specializing in community investments that was acquired by RBC GAM-US in 2008. As an industry veteran who has worked in the financial services industry since 1969, Ron is often sought to consult with leading government officials on a variety of community impact issues. Ron earned a BA from the University of Notre Dame, an MBA from the University of Rochester, and holds FINRA Series 7 and 63 licenses.

 

Presented By:


Fee
No cost to participate

Who May Attend
Current SCG, NCG, and SDG members and eligible non-members: family offices, private investors, foundations, institutional investors who are interested in learning about investments into enterprises and funds that generate financial returns alongside the positive social and environmental impact.

Registration
SCG members: Register online
NCG & SDG members: Register online
Non-members: Register online
If you have additional questions regarding these sessions, please contact us at [email protected]

Accommodations for People with Disabilities
If you have a disability and require accommodation in order to fully participate in this activity, please contact our programs team at [email protected] or (213) 680-8866. You will be contacted by someone from our staff to discuss your specific needs.

Funding Issue Area & Geographic Regions
Event

Project Homekey: California’s Newest Plan to Address Homelessness

Friday, September 25, 2020
9:30am - 10:30am

The State of California recently launched Project Homekey as the State’s next phase of response to protect Californians experiencing homeless from COVID-19. This effort leverages $600 million in CARES Act funding to support counties in acquiring and renovating properties to convert them into service-enriched housing units. As a part of this effort, the State joined with private partners to establish a Services Subsidy Fund that is providing funding to support operating costs for services and wraparound service supports for new state-acquired housing units. Join us to learn more about the Project Homekey initiative and its progress to-date, hear learnings from key partners, and what roles philanthropy can play to support Project Homekey and other projects that are in the pipeline.

 

Speakers

Speaker bios coming soon.

 

Presented in partnership with:


Fee
No cost to participate

Who May Attend
Current SCG, NCG, and SDG members

Registration
SCG members: Register online.
NCG & SDG members: Register online. 
If you have additional questions regarding these sessions, please contact us at [email protected]

Accommodations for People with Disabilities
If you have a disability and require accommodation in order to fully participate in this activity, please contact our programs team at [email protected] or (213) 680-8866. You will be contacted by someone from our staff to discuss your specific needs.

Funding Issue Area & Geographic Regions
Event

Dodging Democracy Doomsday Before November 3: How To Support a Freer, Fairer, Safer Election

Wednesday, September 16, 2020
10:00am - 11:30am
Where: 
Zoom Webinar

A perfect storm is swirling around November’s presidential election with ominous signs of bitter partisanship and chaos amid surging Coronavirus cases. With daily attacks on a vote by mail system; swing states with little experience in absentee voting, multiple voter suppression tactics; election security issues; interference with USPS operations; and inadequate funding for election infrastructure, among many threats. One national expert predicts that the post-election legal fights alone could make the 2000 election recount look like “a walk in the park.” 

Of course, legal actions alone will not prevent election snafus before the election. Nor will additional funding. While funders have stepped up in unprecedented ways to fill the financial gaps left by inadequate government funding — including through large, pooled, rapid response efforts — their fresh efforts may only mitigate worst-case scenarios.

We’ll be joined by three leading lights in the democracy arena to explore the troubling landscape and the promising actions to ensure that the November elections are conducted more freely, fairly and safely.

 

Speakers

  • Ari Berman is a senior reporter at Mother Jones, covering voting rights. He’s the author of Give Us the Ballot: The Modern Struggle for Voting Rights in America.
  • Laleh Ispahani is managing director of Open Society-U.S. and co-director of the Partnership for Safe Voting.
  • Wendy Weiser directs the Democracy Program at the Brennan Center for Justice at NYU School of Law.

 

Moderator

  • Monika Bauerlein is CEO of Mother Jones, a reader-supported investigative news organization, based in San Francisco and founded in 1976. 

 

Presented in Partnership With:


 

Co-Sponsored By: 

 


Fee
No cost to participate

Who May Attend
Current SCG, NCG, and SDG members and eligible non-members

Registration
SCG members: Register online by creating an account on the NCG registration page
NCG & SDG members: Register online by creating an account on the NCG registration page
Non-members: Register online by creating an account on the NCG registration page
If you have additional questions regarding these sessions, please contact us at [email protected]

Accommodations for People with Disabilities
If you have a disability and require accommodation in order to fully participate in this activity, please contact our programs team at [email protected] or (213) 680-8866. You will be contacted by someone from our staff to discuss your specific needs.

Funding Issue Area & Geographic Regions
Event

Harnessing the High Stakes Election in 2020

Thursday, September 10, 2020
1:30pm - 3:00pm
Where: 
Zoom Meeting

This November, California has the opportunity to reimagine how to engage underrepresented community members in the electorate process.  Important racial justice measures on the ballot offer opportunities for California to improve voter turnout in communities of color and continue the powerful grassroots organizing that started after the murder of George Floyd. Despite recent advancements in expanding voting access and voting rights, California still faces deep voter participation disparities based on race and age, resulting in lower voter turnout for under-represented groups. As the COVID-19 pandemic disrupts in-person voting and makes vote-by-mail the new standard, how can community organizations, philanthropy and elections officials ensure that new and infrequent voters are not left confused or deterred? 

Join us to learn promising strategies that increase voter participation, and explore two key ballot measures that aim to advance racial equity in education, government employment/contracting, and criminal justice: Proposition 16 (Repeal Proposition 209) and Proposition 17 (Free the Vote Act). Passage of these ballot initiatives would be a first step in addressing structurally racist and discriminatory policies that have disproportionately affected BIPOC communities for generations. 

 

Speakers 

Elisha Smith Arrillaga 
Executive Director, The Education Trust-West
 

Dr. Elisha Smith Arrillaga serves as the executive director of The Education Trust-West, a research and advocacy organization focused on educational justice and supporting the high achievement of all California students, with a particular focus on underserved students of color, low-income students and English learners. Dr. Smith Arrillaga leads the organization’s work centering education as a key racial and economic justice issue and has extensive expertise in leading initiatives using multiple strategies for impacting state policy—leveraging direct action, research, media, and policymaker engagement. She has more than twenty years’ experience working in and partnering with education and workforce policy, research, and advocacy organizations, including the Career Ladders Project, First 5 LA, College Bound, the Hewlett Foundation, Mathematica Policy Research and high schools and community colleges across California. Dr. Smith Arrillaga holds a Ph.D. in Public Affairs from Princeton. She is the proud mother of a rising kindergartener.

Cathy Cha
President, Haas Jr. Fund

Cathy Cha is president of the Evelyn and Walter Haas, Jr. Fund. Under her leadership, the Fund is exploring innovative approaches to advancing equality and justice so every person has opportunities to thrive and to live life with dignity and hope. Cathy’s work is driven by a career-long commitment to improving the lives of aspiring communities facing discrimination and poverty. Her collaboration-focused approach with funders, movements, nonprofits, and the government has helped spark wide-ranging social impact, including California’s rise to the top among states in advancing pro-immigrant policies. Today, the Haas, Jr. Fund is broadening its commitment to helping people achieve their dreams by advancing immigrant rights and LGBT equality, promoting a fair and representative democracy, and ensuring that college is affordable for low-income students and families. Cathy was named one of the Most Influential Women in Bay Area Business by the San Francisco Business Times in 2019.

Rev. Ben McBride
Co-Director, PICO California

Ben is a native of San Francisco, spiritual leader and longtime activist for peace and justice in the Bay Area. In 2008, he relocated his family to a difficult neighborhood in Oakland called the “Kill Zone” to understand and respond to the epidemic of gun violence, firsthand. During this tenure, he was an instrumental leader of relaunching Oakland’s first successful iteration of Operation Ceasefire, a data-driven, violence reduction strategy, contributing heavily to a 50% reduction in homicides over five years.

Ben serves as a national leader around reconstructing public safety systems and gun violence prevention work, including a background of training over 100 law enforcement departments and executives. Ben joined PICO California, the largest grassroots community organization in the state, representing 450,000 people across 73 cities, in 2015 and serves as the Co-Director. Ben founded the Bring the HEAT campaign, a peacemaking initiative to address police violence, and serves as the Co-Chair of California’s Racial and Identity Profiling Advisory Board focusing on ending racial profiling in California. Ben was featured in the Sundance Film Festival Award winning film, THE FORCE, focusing on his peacemaking work. Ben is also an experienced trainer around equity, diversity and inclusion; working with companies and values based organizations across the country. 

Ben and his wife Gynelle have been married for 20 years and have 3 amazing daughters. They reside in Oakland, CA.

Thomas A. Saenz
President and General Counsel, MALDEF

Thomas Saenz is President and General Counsel of MALDEF; he leads the organization in pursuing litigation, policy advocacy, and community education to promote the civil rights of all Latinos living in the United States in the areas of education, employment, immigrants’ rights, and voting rights. Saenz rejoined MALDEF in August 2009, after four years on Los Angeles Mayor Antonio Villaraigosa's executive team.  He previously spent 12 years at MALDEF practicing civil rights law, including four years as litigation director. He has served as lead counsel for MALDEF in numerous cases, including challenges to California Proposition 187, California Proposition 227, and California congressional redistricting. In 2016, Saenz argued before the U.S. Supreme Court in United States v. Texas, representing intervenors defending Obama Administration deferred action initiatives. Saenz graduated from Yale College and Yale Law School; he clerked for two federal judges before initially joining MALDEF in 1993.

Jonathan Mehta Stein
Executive Director, Common Cause

Jonathan Mehta Stein is the Executive Director of California Common Cause, a nonprofit advocacy organization that works on voting rights, redistricting, and money in politics reform to build a better California democracy. Jonathan was previously the head of the Voting Rights & Census Program at Asian Americans Advancing Justice – Asian Law Caucus, where he worked to increase access to California’s democracy for historically disenfranchised communities, including immigrant and limited-English speaking voters. Previous to that, Jonathan worked as a voting rights staff attorney for the ACLU of California.

Brittany Stonesifer 
Voting Rights Attorney, ACLU of California

Brittany Stonesifer is a Voting Rights Attorney at the ACLU of California, where she advocates to expand the franchise to all Californians and to reduce barriers to voting caused by the registration process. Since joining the ACLU in 2019, Brittany has fought with a grassroots coalition to restore voting rights to people with criminal convictions, utilizing her prior expertise in reforming criminal justice policy.

Presented By:


 


Fee
No cost to participate

Who May Attend
Current SCG, NCG, and SDG members and eligible non-members

Registration
SCG members: Register online by creating an account on the NCG registration page
NCG & SDG members: Register online by creating an account on the NCG registration page
Non-members: Register online by creating an account on the NCG registration page
If you have additional questions regarding these sessions, please contact us at [email protected]

Accommodations for People with Disabilities
If you have a disability and require accommodation in order to fully participate in this activity, please contact our programs team at [email protected] or (213) 680-8866. You will be contacted by someone from our staff to discuss your specific needs.

Funding Issue Area & Geographic Regions
Event

Impact Investing: Impact Investments That Advance Racial Equity Solutions

Wednesday, September 2, 2020
10:00am - 11:30am

The confluence of anti-racist social progress and a global pandemic will forever change our nation’s vision of equitable economic development. Despite billions invested in local businesses each year, communities most impacted remain structurally neglected. Over the next ten years, an unprecedented wave of social, political and monetary capital will flow to attempt to repair economic inequities. Join San Diego Grantmakers to learn how California investors can take leadership by investing to support communities of color. 

This is the third webinar in the Impact Investing Series. You may view materials from the previous two webinars here and here. More details on this session coming soon.

 

Speakers

Robert Villarreal

Executive Vice President, CDC Small Business Finance; President, Bankers Small Business CDC of California

Robert Villarreal is a staunch advocate of getting capital into the hands of all entrepreneurs, particularly those who’ve historically struggled to get affordable loans. Villarreal, who has 20-plus years of economic development and non-profit experience. At CDC Small Business Finance, he oversees efforts to spur economic growth for underserved communities through financing and personalized business coaching.

Donna DeBerry

CEO, Central San Diego Black Chamber of Commerce

Donna DeBerry brings a wealth of skills and experience in global diversity and inclusion. DeBerry has received numerous awards and recognition for niche marketing, branding and global diversity initiatives, having led various diversity initiatives at companies such as Indeed, Starbucks Corporation, Wyndham International, and Nike. Her success has been featured in Fortune, Time, Money, Newsweek, Essence (Top 50 Women Shaping the World issue), Black Enterprise, and Diversity Inc., among other profiles.
 

Lauren Grattan

Co-Founder & Chief Community Officer, Mission Driven Finance

Launched in 2016, Mission Driven Finance is a Certified B Corporation and an impact investment firm dedicated to building a financial system that ensures good businesses have access to sufficient, affordable capital. As Chief Community Officer, Lauren leads the design of community-driven strategy, providing a frame for both internal culture & partner relationships. Prior to building Mission Driven Finance, she spent nearly 10 years fundraising for a wide variety of nonprofits—from large universities to small, volunteer-run initiatives. Lauren proudly serves on the steering committee of the Inclusive Capital Collective and as a board member of Business for Good San Diego. 

Omar Passons

Director, Office of Integrative Services, County of San Diego

Omar Passons is a local leader, and a lifetime San Diegan, who works every day to improve neighborhoods, to create opportunity for youth, and to make our business community more successful, more progressive, and more uniquely San Diego. Omar has a Master’s Degree in Public Health and has spent the last decade working to stimulate and foster local businesses. He serves as a board member of the San Diego Workforce Partnership, CDC Small Business Finance, and the Earl B. Gilliam Bar Foundation and a member of the La Jolla/Pacific Beach Indivisible chapter.

 

 

Sponsored By

 


Fee
No cost to participate

Who May Attend
Current SCG, NCG, and SDG members and eligible non-members: family offices, private investors, foundations, institutional investors who are interested in learning about investments into enterprises and funds that generate financial returns alongside the positive social and environmental impact.

Registration
SCG members: Register online
NCG & SDG members: Register online
Non-members: Register online
If you have additional questions regarding these sessions, please contact us at [email protected]

Accommodations for People with Disabilities
If you have a disability and require accommodation in order to fully participate in this activity, please contact our programs team at [email protected] or (213) 680-8866. You will be contacted by someone from our staff to discuss your specific needs.

Funding Issue Area & Geographic Regions

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