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Northern California Grantmakers2013 Annual Report

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PRESIDENT & CEO

Colin Lacon

ADMINISTRATION

Myra Bicknell Director of Operations

Jenny Chinn Administrative Associate

PROGRAMS

Angela Jones Program Specialist

Jamie Schenker Program Specialist

MEMBER SERVICES

Phuong Quach Senior Manager, Member Services

Barbara Camacho Member Services 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 nearly 170 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.

2013 Staff

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As 2013 comes to An end, we Are proud of our efforts to amplify the impact of philanthropy in northern California.

This annual report showcases a sampling of the types of events, briefings and convening opportunities that we offered to our members and to the broader philanthropic field over the past year. Many of these snapshots highlight the ways in which we’ve acted on the feedback from our members that was gathered during our strategic planning process.

For example, NCG’s series of financial workshops has evolved to meet the needs of our members. This year we offered “Financial Analysis 301,” a session designed to help senior grantmakers learn how to leverage investments for greater impact.

As we move forward, we will continue to create space for grantmakers at all levels to grow professionally, offering programming for CEOs and seasoned grantmakers as well as skill-building opportunities for a variety of foundation staff.

We’ve also started to expand our role as a platform for member-driven collaborations. The pilot of the Bay Area Health Funders Group, a newly formed collaboration of health funders, has created opportunities for peer exchange and information sharing on topics such as the San Francisco Health Improvement Partnership and the impact of the Affordable Care Act on the health care workforce. We’re committed to exploring new ways to use network-based approaches to amplify our region’s philanthropic impact on key issues such as education, immigration and civic participation.

New leadership will steer NCG in 2014. Leading Northern California Grantmakers has been an honor, and it has been a pleasure to be a part of this wonderful community.

I look forward to continuing to watch NCG help philanthropy succeed in a changing world.

NCG PresideNt & CeO, COliN laCON

Amplifying the impact of philanthropy in northern California…from coLIn LAcon, presIdent & ceo

After 10 years of service, Colin Lacon stepped down from his position as President and CEO of NCG at the end of 2013. The NCG Board of Directors is conducting a search process to identify new leadership for the organization.

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2013 Leadership Board of Directors & Member Committees A networK of voLunteers

BOARD CHAIR

Judy Patrick President & CEO

The Women’s Foundation of California

SECRETARY Fatima Angeles Director of Evaluation and

Organizational Learning

California Wellness Foundation

TREASURER Brenda Solórzano

Chief Program Director

Blue Shield of California Foundation

VICE CHAIRS AT LARGE Robert Uyeki Executive Director

Y & H Soda Foundation

Carla Javits President

REDF

BOARD MEMBERS

Roger Doughty Executive Director

Horizons Foundation

Diane Littlefield Director of Program Investments

Sierra Health Foundation

Jeffrey Malloy Director of Finance and Administration

The James Irvine Foundation

Dean Osaki Senior Specialist

Target Corporation Western Region

Diane Parnes Trustee

Silicon Valley Social Venture Fund (SV2)

Christy Pichel President

Stuart Foundation

Cheryl Polk Executive Director

John & Lisa Pritzker Family Fund

Retha Robinson Director, Koshland Program

The San Francisco Foundation

Carrie Varoquiers President

McKesson Foundation

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KaisaNG tashi, assOCiate PrOGram OffiCer at Give2asia aNd dON JeN, PrOGram direCtOr, eduCatiON at mariN COmmuNity fOuNdatiON

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CORPORATE CONTRIBUTIONS ROUNDTABLE

Lisa Handley Former Manager

Orrick, Herrington & Sutcliffe Foundation

FAMILY PHILANTHROPY EXCHANGE

Tiffany Price Strategic Partnerships and Grants Manager

Kapor Center for Social Impact

Rae Richman Director

Rockefeller Philanthropy Advisors

MEMBERSHIP

Joanne Greenstein Senior Philanthropic Advisor

Rockefeller Philanthropy Advisors

Sara Davis Director of Grants Management

The William and Flora Hewlett Foundation

ORGANIZATIONAL EFFECTIVENESS & PROFESSIONAL DEVELOPMENT

John Esterle Executive Director

The Whitman Institute

Wendy Todd Former Program Director,

Health and Aging

Marin Community Foundation

ARTS LOAN FUND

Shelley Trott Senior Program Officer, Arts

Kenneth Rainin Foundation

Karen Park Arts Program Manager

City of San Jose

Office of Cultural Affairs

BAY AREA ASSET FUNDERS NETWORK

Aimee Durfee Program Officer

Y&H Soda Foundation

Megan McTiernan Executive Director

The Thomson Family Foundation

EMERGENCY LOAN FUND

Jennifer Kawar Manager

Nonprofit Finance Fund

Andrea Small Controller

BSR (Business for Social Responsibility)

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Financial Statement AudIted As of decemBer 31, 2013

ActIvItIes 2013 2012

Income

Membership Dues $ 732,608 $ 735,400

Contributed Income 383,125 417,771

Program Fees 40,011 43,171

Investment & Other Income 21,879 27,974

totAL Income $ 1,177,623 $ 1,224,316

eXpenses

Salaries and Wages $ 786,945 $ 801,822

Professional Services 178,394 195,253

Non-Personnel 301,362 333,499

totAL eXpenses $ 1,266,701 $ 1,330,574

totAL IncreAse (decreAse) $ (89,078) $ (106,258)

Income

memBersHIp dues 62%

Investment2%

proGrAm fees

3%

contrIButed 33%

eXpenses

sALArIes& wAGes62%professIonAL

servIces 14%

non-personneL24%

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fInAncIAL posItIon 2013 2012

Assets

Cash and cash equivalents $ 1,049,931 $ 511,199

Short-term investments 1,600,000 2,000,000

Receivables

Accounts 21,098 50,320

Contributions 50,000 51,500

Loans 158,007 266,136

Prepaid expenses and other 29,297 39,512

Office Equipment 2,153 1,628

totAL Assets $ 2,910,486 $ 2,920,295

LIABILItIes & fund BALAnce

LIABILItIes

Accounts Payable $ 9,190 $ 5,682

Deferred membership and program fees 38,500 51,060

Payable to fiduciary groups 129,194 47,137

Accrued liabilities and other 17,833 11,569

totAL LIABILItIes $ 194,717 $115,448

fund BALAnce

Net Assets $ 2,152,247 $ 2,258,506

Board-Designated Reserve 652,600 652,600

Change in Net Assets (89,078) (106,259)

totAL fund BALAnce $ 2,715,769 $ 2,804,847

totAL LIABILItIes & fund BALAnce $ 2,910,486 $ 2,920,295

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“Effective storytelling can be a powerful tool for an organization. It is important for storytelling to be integrated into the work of program staff.”

“Personal narratives are vital to compelling storytelling.”

“Storytelling can be a powerful tool for advocacy, education and organization.”

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Here’s what NCG members took away from this storytelling

Four functions of storytelling

Learn Educate

Organize Advocate

“Storytelling can be an effective way to engage and advocate for specific issues. Also, it seemed that if private foundations want to use storytelling, there has to be buy-in at multiple levels to make it work.”

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Grantmaker Education

The Future of Storytelling for GrantmakersusInG nArrAtIve strAteGIes to drIve

socIAL cHAnGe

dIrect enGAGement: One of NCG’s priorities is to serve as the premiere provider of grantmaker education and convening opportunities for our members. “The Future of Storytelling and Social Change for Grantmakers” 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.

for more InformAtIon, pLeAse vIsIt:

www.ncg.org/storytelling

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orGAnIzAtIons tHAt worK to drIve socIAL cHAnGe often use storytelling as an effective way to build community support around important issues—and the grantmakers who support these organizations are often looking for ways to incorporate stories into their own funding and communications strategies.

In 2013, Working Narratives released Storytelling and Social Change: A Strategy Guide for Grantmakers, a publication offering recommendations from over 75 interviews with grantmakers, communications experts and storytellers. NCG featured this new guide at a session designed to help grantmakers learn more about where the practice of merging storytelling and social change stands, and where it’s heading.

Over 50 participants, including foundation communications and program staff, came together to listen to a panel of media arts organizations and other funders—including Denis Chicola, Director of Communications for the Walter and Elise Haas Jr. Fund; Sandy Herz, Director of Strategic Alliances for the Skoll Foundation; and Ellen Friedman, Executive Director at the Compton Foundation—talk about strategies for “changing the narrative.”

Paul VanDeCarr, Managing Director of Working Narratives and author of the guide, provided a recent history of storytelling in the social change arena, explained the specific functions of storytelling, and offered examples of how stories effect change in public attitudes, behavior, culture and policy.

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“This workshop created a space for me to come together with my peers and financial experts to explore the pros and cons of various funding and investing mechanisms designed to increase the

impact of my foundation’s resources.”

— MELANIE C. LEGRANDE, DIrECTOr OF BuSINESS SErvICES, SILICON vALLEy COmmuNITy FOuNDATION

“As grantmakers work to leverage their limited resources to achieve maximum impact, it is critical to give them the opportunity to explore and learn more about the tools at their disposal.”

— DAVID GRECO, vICE PrESIDENT, NONPrOFIT FINANCE FuND

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ncG’s 2013 fInAncIAL AnALysIs for GrAntmAKers serIes

FINANCIAL ANALySIS 101: NONPrOFIT FINANCIAL BASICS

Increase the comfort level in reading and interpreting nonprofit financial statements:

• WebinarPartI:AssessingOperatingPerformance(StatementofActivities)

• WebinarPartII:AbilitytoHandleRiskandPursueOpportunity(StatementofFinancialPosition)

• WebinarPartIII:Budgets,IRSForm990’sandInternalFinancials

FINANCIALANALYSIS201:ASSESSINGNONPROFITFINANCIALHEALTH

Provide the tools to understand nonprofit financial health:

• Understandthechallengesofnonprofitfinance,especiallyinuncertaineconomictimes.

• Asktherightquestionsanduseassessmenttoolstoengagegranteesindiscussionsaboutfinancial management challenges.

• Discussaframeworktostructuresupportforlong-termsustainabilityandimpact.

FINANCIALANALYSIS301:SCALINGIMPACTBEYONDTHEDOLLARS

Explore new and innovative ways to increase funding to support programs/organizations:

• Toolssuchasmission-relatedandprogram-relatedinvestments.

• Prosandconsofnewsocialenterpriseandbusinessmodelsthatcanleveragethepowerofthefor-profit marketplace for social good.

• Navigatethefieldofimpactinvesting,includingsocialimpactbonds.

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Grantmaker Education

Financial Analysis 301 scALInG ImpAct Beyond tHe doLLArs

dIrect enGAGement: One of NCG’s priorities is to serve as the premiere provider of grantmaker education and convening opportunities for our members. “Financial Analysis 301: Scaling Impact Beyond the Dollars” is one 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:

www.ncg.org/financial

over tHe pAst tHree yeArs, ncG’s fInAncIAL AnALysIs serIes for Grantmakers has become wildly popular, attracting hundreds of participants interested in sharpening their financial assessment skills.

This year, we partnered with San Diego Grantmakers and Southern California Grantmakers to present a statewide series of financial analysis workshops for grantmakers at all professional levels. The series was sponsored by the Bank of America Charitable Foundation and facilitated by David Greco, Vice President, Western Division, at Nonprofit Finance Fund.

The 2013 workshops offered grantmakers the opportunity to have hands-on training in a progressive set of classes. We offered the same first two tracks as in prior years with the goals of increasing grantmakers’ comfort level in reading and interpreting nonprofit financial statements and providing them with the tools to understand nonprofit financial health.

This year, we added a new track for senior program and foundation staff. The goal for this track was to help these leaders explore new and innovative ways to increase funding to support programs and organizations. “Financial Analysis 301: Scaling Impact Beyond the Dollars” introduced senior staff members to new social enterprise and business models that could be used to leverage the power of the for-profit marketplace for social good. They also learned about tools such as mission-related investments and program-related investments to sustain the programs and organizations that contribute to healthy and vibrant communities.

WeNdy tOdd, fOrmer PrOGram direCtOr, aGiNG & COmmuNity health at mariN COmmuNity fOuNdatiON

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“Through the pilot with ACCP, we have witnessed firsthand the transparency and guidance that the LBG model, the global standard, gives companies in measuring their community involvement.”

—MIKE TUFFREY,CO-FOUNDEROFCORPORATECITIZENSHIP(ACCPPRESSRELEASE,8/27/13)

“Weareconstantlybeingaskedtodemonstratetheimpactofinvestmentsinourcommunitiesand how they align with business interests. This session introduced us to a tool that can help us answerthesequestions.”

—ANDREA RONZANI,SENIORVICEPRESIDENTANDCOMMUNITYAFFAIRSMANAGER,WELLSFARGO

GOvErNmENT AND COmmuNITy rELATIONS GrOuP

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•Amway

•Cisco

•TheCoca-ColaCompany

•ConAgraFoods

•TheDowChemicalCompany

•FedEx

•GoodrichCorporation

•TheHartford

•Hasbro

•INGU.S.

•KPMG

•Merck

•PacificGasandElectricCompany

(ACCP PrESS rELEASE, 8/27/13)

pArtIcIpAnts In LBG pILot proGrAm

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tHe need to Assess And meAsure Investments Is one of tHe biggest challenges facing corporate contribution professionals. This sector is constantly searching for tools to meet these measurement challenges.

In December, NCG hosted a briefing with the Association of Corporate Contributions Professionals (ACCP) and Corporate Citizenship to learn more about the LBG model, a global standard in impact measurement.

These groups recently completed a pilot program using the LBG model to improve companies’ ability to measure the impact of corporate community investment. The companies that participated in the pilot program said that the framework helped them achieve greater clarity on the community and business benefits of their programs and demonstrate value and return on their investment.

Panelists included Megan DeYoung, Managing Director at Corporate Citizenship’s US practice; Ezra Garrett, Vice President of Community Relations and the Chief Sustainability Officer for Pacific Gas and Electric Company; and Mark Shamley, President and CEO, Association of Corporate Contributions Professionals (ACCP). They introduced the LBG framework and explained how this model is different from other measurement tools. They also highlighted stories about companies that have integrated the LBG approach into their programs.

Grantmaker Education

Measuring the Impact of Corporate Community Investment tHe LBG modeL

dIrect enGAGement: One of NCG’s priorities is to serve as the premiere provider of grantmaker education and convening opportunities for our members. “Measuring the Impact of Corporate Community Investment: The LBG Model” 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.

for more InformAtIon, pLeAse vIsIt:

www.ncg.org/lbg

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“WeareexcitedtoprovidesupporttotheBayAreaHealthFundersGroupasamember-driveneffortto increase the impact of health-focused philanthropy in this region.”

—MARYBETH SHARPE, PrOGrAm DIrECTOr, BETTy IrENE mOOrE NurSING INITIATIvE/BETTy IrENE MOORESCHOOLOFNURSING,ANDBAHFGCO-CHAIR

“I look forward to seeing where this collaborative effort takes us in the coming years. There is huge potential for learning and cooperation around tough health issues.”

—DELIA REID,VICEPRESIDENTOFPROGRAMS,METTAFUND,ANDBAHFGCO-CHAIR

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one of ncG’s GoALs for 2013 wAs to eXpAnd our roLe As A platform for member-driven collaborations. This focus led to the creation of the Bay Area Health Funders Group (BAHFG), a collaboration of health funders eager to investigate how they could create impact through learning, cooperation and the discovery of common funding goals.

To kick off this collaboration, the BAHFG decided to hold quarterly meetings to discuss key health care topics and initiatives. Their first two meetings focused on:

• ACA and the Health Care Workforce. In July, over 25 health funders came together with Catherine Dower, Associate Director of the UCSF Center for the Health Professions, to learn about perspectives on the health care workforce in light of the ACA and other external trends.

• San Francisco Health Improvement Partnership. In September, over 20 health funders met to learn more about the San Francisco Health Improvement Partnership, a cross-sector collaboration designed to improve the health and wellness of all San Franciscans. Guest speakers included Colleen Chawla, Deputy Director of Health/Director of Policy and Planning at the San Francisco Department of Public Health; Kevin Grumbach, Professor and Chair of the UCSF Department of Family and Community Medicine; and Abbie Yant, Vice President of Mission, Advocacy and Community Health for Saint Francis Memorial Hospital.

The Bay Area Health Funders Group was created with support from the Metta Fund and the McKesson Foundation.

Grantmaker Convening

Bay Area Health Funders Group supportInG memBer-drIven

coLLABorAtIon

dIrect enGAGement: One of NCG’s priorities is to serve as the premiere provider of grantmaker education and convening opportunities for our members. The “Bay Area Health Funders Group” allowed our members the opportunity to connect with their peers.

for more InformAtIon, pLeAse vIsIt:

www.ncg.org/bahfg

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allisON sParKs, PrOGram OffiCer, Child Welfare at stuart fOuNdatiON

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WhySummerMatters: TheChallenge andOpportunity in SummerLearning forChildren andYouth• UnderDevelopedWebinar:InvestinginGranteeFundraisingCapacity,WhatReallyWorks?•FuelingResults: Helping Grantees Overcome Fundraising Challenges • CEQA: A Strategy Discussion withEnvironmental and PublicHealthAdvocates • Inclusive Philanthropic Strategies and theBayArea’sDiverseMuslim Populations • Reimagining Service: Increasing Impact of Volunteer Programs • CityCollegeFunderUpdate:TheRoadtoRegainingAccreditation•IdeasInAction•ScalingImpactBeyondtheDollars •Educational IDAs for students •StoryTellingandSocialChange:AStrategyGuide forGrantmakers(Communications/Admin)•NCG/FoundationCenterKnowledgeToolsProgram•FamilyPhilanthropy:CultivatingandLearningfromMillennialLeaders•FamilyPhilanthropyForum:TechTales•FamilyPhilanthropyForum:NavigatingTransitionsinYourFamilyFoundation•FamilyPhilanthropyForum:2013DocketTales•NCG/ASFLocalEngagementGroupProgram•NCFPWebinar-CommunityConnections:Place-BasedFamilyPhilanthropy•NCFPWebinar-OvertheRiverandThroughtheWoods:GeographicDispersioninFamilyPhilanthropy•NCFPWebinar-15YearsofAdvancingExcellenceinFamilyPhilanthropy:LessonsLearned…andaLookAhead•NCFPwebinar:IgnitingtheSpark:EffectiveNextGenerationBoards•NCFPWebinar:IgnitingtheSpark:EffectiveNextGenerationBoards•NCFPWebinar:ThePowerofUrgency:AdvantagesandOptionsforLimitedLifeFoundations•NCFPwebinar:CreativeStrategies forFamilyandBoardEducation •NCFPWebinar:AdaptivePhilanthropy:Givingthat Gets Results • Financial Analysis 101: Part I, Part II, Part III • Financial Analysis 201 • FinancialAnalysis201:AssessingNonprofitFinancialHealth•CompleteCapital(withNFF)•NewGrantmakersInstitute•NGIWebinar:MakingandCommunicatingSoundFundingRecommendations-PartI•NGIWebinar:MakingandCommunicatingSoundFundingRecommendations-PartII•NGIWebinar:PrimeronOutcomeEvaluation•NGIWebinar:PrimeronCommunications•AnnualCaliforniaBudgetProjectAnalysis • Fiscal Cliff Update • California Policy Forum: Impact Investing • California PhilanthropyForum:Immigration•CaliforniaPhilanthropyForum:AreWeReadyForHealthcareExpansion?•CivilDiscourse:Progressivevs.ConservativePhilanthropy•2013CorporatePhilanthropyInstitute|VisionaryPractice:Groundbreaking•CorporatePhilanthropyMeasurement:LBGModel•CorporatePhilanthropyMixer • GlassPockets Webinar Series: Tranparency 2.0: Foundations in the Age of Social Media• GlassPocketsWebinarSeries:WhatDoWeKnow?TappingtheSocialSectorsCollectiveIntelligence•GlassPocketsWebinarSeries:EquippingYourFoundationfortheAgeofTransparencyandBigData

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48IN 2013, NCG PROVIDED 48 DIFFERENT SKILL

BUILDING WORKSHOPS & PHILANTHROPY, ISSUE &

POLICY BRIEFINGS, INCLUDING:

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NCGAnnualMeeting:CollectiveAction=CollectiveGood• Member

Collaboratives: Bay Area Health Funders Group • Member

Collaboratives: School-Based Health Centers • NCG Book Club:

YouKnowWhentheMenAreGonebySiobhanFallon•NCGBook

Club:WildGingerbyAncheeMin•NCGBookClub:RedSorghum

by Mo Yan • NCG Book Club: The Orphan Master’s Son • NCG/

EPIP Mixer • Affinity Group/NCG Holiday Party • Celebrating

Colin’s Leadership • NCG New Member Orientation • Corporate

PhilanthropyMixer•BusinessTimesCorporatePhilanthropyAwards

•ASFLocalEngagementGroup•Lunch&Learn:TedTalk•Lunch

& Learn: Work-Life Balance • Family Philanthropy Forum Mixer

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12IN 2013, NCG PROVIDED 12 MEMBER

GATHERINGS & CONVENINGS,

INCLUDING:

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•Friedman Family Foundation

•WallaceAlexanderGerbodeFoundation

•JPmorgan Chase Foundation

•Junior League of San Francisco

•marin Community Foundation

•Nonprofit Finance Fund

•PacificForestandWatershedLandsStewardship Council

•rSF Social Finance

•vodafone Americas Foundation

tHe eLf coLLABorAtIve

NCG staff

40th

AnnIversAry

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ncG’s emerGency LoAn fund provIdes quIcK-turnAround, low-cost financial assistance to nonprofit organizations located in Alameda, Contra Costa, Marin, San Mateo and San Francisco counties. It’s a collaborative effort between NCG members and partners and includes a mix of public and private funds.

The ELF was started in 1973 in response to the unique cash flow needs of nonprofit organizations, especially nonprofits whose services are in jeopardy due to cash-flow problems created by delays in the contracting or payment schedules of public and private funding sources and the absence of a substantial cash reserve. It makes short-term, low-interest loans and gives small grants for technical assistance that builds financial infrastructure. To date, ELF has provided 1,311 low-interest loans and 270 grants totaling over $31 million, a huge investment in the Bay Area nonprofit community.

In 2013, ELF celebrated its 40th anniversary of helping nonprofits.

coLLABorAtIve pHILAntHropy: One of NCG’s priorities is to provide resources to our members that go beyond face-to-face programming. NCG’s Collaborative Philanthropy brings together grantmakers to use pooled grant and loan funds as a vehicle for cooperation, and to learn, innovate and model best practices. The Emergency Loan Fund is a longstanding collaborative at NCG that continues to respond to trends that could have negative effects on the stability of these communities.

Collaborative Philanthropy

The Emergency Loan Fund ceLeBrAtInG 40 yeArs of AssIstAnce

to nonprofIts

for more InformAtIon, pLeAse vIsIt:

www.ncg.org/loans

40th

AnnIversAry

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ResearchfromJohnsHopkinsUniversityhasshownthattwo-thirdsoftheachievementgapbetween low-income and middle-income ninth graders is attributed to the differences in their summer learning experiences in elementary school.

HTTP://WWW.NAYRE.ORG/SUMMER%20LEARNING%20GAP.PDF

“Thissessionreallyhighlightedtheimportanceofhigh-qualitysummerprogramsforCalifornia’schildren—and showcased ways for foundations to invest in these efforts to support year-round learning.”

—JULIANA DEANS,CORPORATEPHILANTHROPYMANAGER,SILICONVALLEYCOMMUNITYFOUNDATION

• research spanning 100 years shows that children experience learning loss when they do not engageineducationalactivitiesduringthesummer(White,1906;Entwisle&Alexander,1992;Cooperetal.,1996;Downeyetal.,2004).

• Researchhasshownlow-incomechildrentobenearlythreegradeequivalentsbehindtheirmoreaffluent peers in reading by the end of fifth grade as a result of summer learning loss (National Summer Learning Association (NSLA), 2009).

• Californiaparentsconsistentlycitesummerasthemostdifficulttimetoensurethattheirchildrenhave productive things to do (Public Agenda, 2010).

tHe crItIcAL need for summer LeArnInG And enrIcHment opportunItIes In cALIfornIA

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wHen scHooL Lets out for tHe summer, mAny cHILdren Lose access to opportunities to reinforce and learn skills, which hurts their performance when school reopens in the fall. This absence of learning and enrichment is known as “summer learning loss.” Research has shown that the cumulative effects of summer learning loss contribute directly to a widening of the achievement gap between low-income and middle-income students.

In the past, there were no clear solutions for addressing summer learning loss, but compelling new research is available about high-quality summer programming in California that is having a measurable impact on students’ achievement.

NCG hosted a briefing for its members to connect with school district, school site and foundation leaders to learn more about efforts to build high-quality summer programs and the significant benefits these programs have had on their schools and communities.

Jibraan Lee from Hillcrest Elementary School in the San Francisco Unified School District and Zenae Scott from the Sacramento City Unified School District talked about the success of summer programming in their districts. Jeff Sunshine, a Program Officer at the David and Lucile Packard Foundation, put this work in the context of Summer Matters, a statewide initiative that is improving and expanding summer learning across California.

This program offered a unique opportunity for NCG members to explore ways to support year-round learning in California and to connect with other funders already investing in or considering investing in summer youth programming in the state.

Tracking & Trends

Why Summer Matters quALIty summer LeArnInG opportunItIes to

support yeAr-round LeArnInG

trAcKInG And trends: One of NCG’s priorities is to look ahead at the changing environment and prepare our members to respond to trends that could have negative effects on the stability of communities in Northern California. The “Why Summer Matters” briefing is part of our Tracking and Trends programming.

for more InformAtIon, pLeAse vIsIt:

www.ncg.org/summer

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“This is a community that’s still fairly isolated …There’s not a lot of understanding of this community, and this study is meant to shed some light on it and ... on how we integrate the young people, the businesses, the cultural norms, and make it a strength of our community instead of an area where there are tensions and

fears because we don’t know a lot about them.”

—SANDRA HERNÁNDEZ,CEOOFTHESANFRANCISCOFOUNDATIONANDONEOFTHEPARTNERSOFONENATIONBAYAREA(“MUSLIMSBECOMEPARTOFBAYAREAFABRIC,”SANFRANCISCOCHRONICLE,5/20/13)

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30% sOuth asiaN 23% araB 17% afGhaN 9% afriCaN ameriCaN

7% asiaN 6% White 2% iraNiaN

THE BAY AREA MUSLIM COMMUNITY IS HIGHLY DIVERSE

ACROSS RACE AND ETHNICITY

“ThissessionisanexampleofNCG’scapacitytoconvenefunders—andNGOs—acrosstheregionon emerging issues in the Bay Area, such as the growth in the muslim population and the need for

equitableandresponsivefundingstrategies.”

—SHIRIN VAKHARIA,PROGRAMDIRECTORFORCOMMUNITYHEALTHANDSUCCESSFULAGING,MARINCOmmuNITy FOuNDATION

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neArLy 250,000 musLIms—one of tHe HIGHest concentrAtIons of Muslims in the United States—live, work and contribute to the economies and communities of the Bay Area. However, there is very little information available about the issues facing Bay Area Muslim populations.

In May, the One Nation Bay Area Project (a local collaborative funded by the Asian American and Pacific Islanders in Philanthropy, the Marin Community Foundation, The San Francisco Foundation and the Silicon Valley Community Foundation) released “The Bay Area Muslim Study: Establishing Identity and Community.”

NCG hosted a briefing to share the results of this report which, for the first time, gathers quantitative and qualitative research about the demographics and needs of the Bay Area Muslim community and offers recommendations for philanthropy, public agencies and the private sector. The goal of the briefing was to help funders learn about ways to develop an inclusive philanthropic strategy to address the needs of this growing community.

Over 40 participants gathered to listen to Hatem Bazian, a senior lecturer in the departments of Near Eastern and Ethnic Studies at University of California, Berkeley, and Farid Senzai, a fellow and director of research at the Institute for Social Policy and Understanding at Santa Clara University, present data on the Bay Area Muslim community’s demographics, sense of identity, economic well-being, political and civic engagement, and the challenges community members face.

Funders were able to ask questions about the study and explore how this data can help philanthropy invest in the Muslim community to meet specific needs, including:

• Organizational capacity building grants, because Muslim NGOs are often run on very lean volunteer staff and lack infrastructure.

• Social services to address the diverse needs of Bay Area Muslim communities (such as immigration services, drug abuse, post-traumatic stress disorder).

• NGO assistance in leveraging relationships with other funders and help with grant writing.

Tracking & Trends

The Bay Area’s Diverse Muslim Populations deveLopInG IncLusIve pHILAntHropIc strAteGIes

to Address tHeIr needs

for more InformAtIon, pLeAse vIsIt:

www.ncg.org/inclusive

trAcKInG And trends : One of NCG’s priorities is to look ahead at the changing environment and prepare our members to respond to trends that could have negative effects on the stability of communities in Northern California. The “Bay Area’s Diverse Muslim Population” briefing is part of our Tracking and Trends programming.

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“WithassistancefromourpartnersacrossSanFranciscoandthroughoutCalifornia,wearecommittedtoensuring this important institution improves and moves forward to continue serving our community.”

—CCSF WEB SITE(HTTP://CCSFFORWARD.COM/)

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“If City College lost its accreditation, it would be a devastating loss for the almost 90,000 students served and for the city. This session allowed us to learn from the school’s leaders what they are

doing to maintain accreditation, understand how we could help in the process, and it opened the door to ongoing communication.”

—AMY FREEMAN, SENIOr PrOGrAm OFFICEr, PACIFIC FOuNDATION SErvICES, LLC

IF CCSF'S STATUS

IS REVOKED, PATH AHEAD IS MURKY

San Francisco Chronicle,

April 1, 2013

ACCREDITATION PANEL TOO HARSH, CRITICS CONTEND –San Francisco Chronicle, March 5, 2013

City Collegeto lose accreditation, could close next summer

San Francisco Business Times,

July 3, 2013

Bay Area college flunks appraisal –Los Angeles Times, July 4, 2013

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cIty coLLeGe of sAn frAncIsco (ccsf) serves over 80,000 students a year, providing access to educational opportunities, transfer to four-year colleges, Associate Degrees, workforce certification programs, and skills enhancement. The college is critical to ensuring that San Francisco and the Bay Area have a citizenry and workforce that are well prepared for the future. However, in July, the Accrediting Commission for Community and Junior Colleges announced its decision to terminate CCSF’s accreditation.

The Commission’s decision was not final and the college was able to remain open while pursuing a lengthy review and appeals process. The California Community College Chancellor’s Office appointed Dr. Bob Agrella, as Special Trustee with Extraordinary Powers, to lead the college through the appeals process.

CCSF’s closure would be a devastating loss to San Francisco, and the philanthropic community was gravely concerned about the impacts on the economic stability of the region. To address these concerns, NCG partnered with Pacific Foundation Services and the Rappaport Family Foundation to host a forum of Bay Area Grantmakers to learn more about the efforts to save CCSF’s accreditation.

NCG members were able to hear from speakers such as Dr. Bob Agrella, CCSF Chancellor Brice Harris, and Deputy Chancellor Erik Skinner of the California Community College Chancellor’s Office.

As a result of this gathering, seven foundations have invested in City College and continue to monitor the developments of maintaining accreditation.

Tracking & Trends

City College Funder Update tHe roAd to reGAInInG AccredItAtIon

for more InformAtIon, pLeAse vIsIt:

http://ccsfforward.com/roadmap/

trAcKInG And trends : One of NCG’s priorities is to look ahead at the changing environment and prepare our members to respond to trends that could have negative effects on the stability of communities in Northern California. The “City College Funder Update” briefing is part of our Tracking and Trends programming.

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“NCG webinars got me up to speed on transparency practices being adopted by (and challenging!) my peersjustintimeforcriticalconversationswithinmyshop.WhatIlearnedinthosesessionsmadeus

stronger in our strategy and decision-making, and connected us to new tools.”

—SUKI O’KANE,DIRECTOROFADMINISTRATION,WALTER&ELISEHAASFUND

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The Glasspockets webinar series was created by

the Foundation Center to explore how harnessing

the power of online transparency can improve

relationships with grantees, facilitate greater

collaboration, reduce duplication of effort, and

cultivate a community of shared learning.

FORMOREINFORMATION:WWW.GLASSPOCKETS.ORG

GLAsspocKets weBInAr serIes

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BIG dAtA—or tHe GAtHerInG of unprecedented Amounts of dIGItAL information to understand trends and predict future behavior—is fundamentally changing the way we understand the world and make decisions. Emerging and ever-evolving technologies are also providing more opportunities for grantmakers to be transparent about their work.

In May, over 20 NCG members joined San Diego Grantmakers and Southern California Grantmakers for a webinar led by Foundation Center President Bradford K. Smith on the power of Big Data and how grantmakers can use it to inform their work.

The webinar helped participants explore how revolutionary changes in technology-fueled transparency, data access and data mining are having a profound and growing impact on foundations of all sizes. The session highlighted examples and best practices of foundation transparency in an online world.

This webinar was sponsored by The James Irvine Foundation.

Tracking & Trends

The Age of Transparencyand Big Data equIppInG your foundAtIon for success

for more InformAtIon, pLeAse vIsIt:

http://www.glasspockets.org/

trAcKInG And trends : One of NCG’s priorities is to look ahead at the changing environment and prepare our members to respond to trends that could have negative effects on the stability of communities in Northern California. “The Age of Transparency and Big Data” is part of our Tracking and Trends programming.

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The 2013 NCG Holiday Party

2929

THEY COLLECTIVELY GAVE OVER $3 BILLION IN 2012

REPRESENTING47%OFALLGIVINGINCALIFORNIA

34%

19%

17%

11%

7%

7%

5%

THEY REPRESENT

A DIvErSE rANGE OF GIvING TyPES:

family fOuNdatiONs

Private fOuNdatiONs

COrPOrate fOuNdatiONs

Other tyPes

GOverNmeNt GraNtmaKers

COmmuNity fOuNdatiONs

PuBliC fOuNdatiONs

{ dONOr advised fuNd 1%

federated fuNd 1%

fOCused fuNd/GiviNG CirCle 2%

iNtermediary 1%

PhilaNthrOPiC advisOrs 3%

PuBliC Charity 3% }

THEY SUPPORT

A vArIETy OF ISSuE ArEAS:

EDUCATIONsocial servicesarts & culture

economic&community development

humaNities children & youthenvironment

&animals

HealthsCieNCe & teChNOlOGy

Our Members

HOUSINGCivic

internationalleGal & CiviC riGhts minorities

public policy

religion

seniors Womens Rightsother

47%

30

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Inspiration, Community & Leadership

2013 Members & Donors

LIfetIme memBerCaroline Tower

orGAnIzAtIonsAAA InsuranceAdobe FoundationAkonadi FoundationAtkinson FoundationBank of America FoundationBank of MarinBanks Family FoundationBlue Shield of California FoundationCal HumanitiesCalifornia Bar FoundationCalifornia Consumer Protection

FoundationCalifornia HealthCare FoundationCalifornia HIV/AIDS Research ProgramCandelaria FundChamberlin Family FoundationCharles Schwab FoundationCisco SystemsCity of Berkeley, Civic Arts ProgramCity of Oakland, Cultural Arts &

MarketingCity of Sacramento Metropolitan Arts

CommissionCity of San Francisco, Arts CommissionCity of San Francisco, Department of

ChildrenCity of San Francisco, Grants for the

ArtsCity of San Francisco, Mayor’s Office

of Housing,City of San Jose, Office of Cultural

AffairsClarence E. Heller Charitable

Foundation

College Access Foundation of CaliforniaColumbia FoundationCommon Counsel FoundationCommunity Foundation Santa Cruz

CountyCompton FoundationCrescent Porter Hale FoundationDean & Margaret Lesher FoundationEast Bay Community FoundationeBay FoundationEvelyn and Walter Haas, Jr. FundFamily Philanthropy AdvisorsFirelight FoundationFirst 5 Alameda CountyFirst 5 Solano Children and Families

CommissionFledgling FundFleishhacker FoundationFord FoundationFoundation for Youth InvestmentFrank H. and Eva B. Buck FoundationFriedman Family FoundationFull Circle FundGagarin TrustGap, Inc.Genentech Foundation George F. Jewett FoundationGive Something BackGive2AsiaGoggio Family FoundationGordon and Betty Moore FoundationHispanic Foundation of Silicon ValleyHorizons FoundationHumboldt Area FoundationJewish Community Endowment FundJPMorgan Chase & Co

Junior League of San FranciscoKaiser PermanenteKalliopeia FoundationKenneth Rainin FoundationKoret FoundationLeavens FoundationLevi Strauss FoundationLisa and Douglas Goldman FundLisa and John Pritzker Family FundMarguerite Casey FoundationMarin Community FoundationMay and Stanley Smith Charitable TrustMcKesson FoundationMedia Democracy FundMetta FundMicrosoft CorporationMimi and Peter Haas FundMitchell Kapor FoundationMorris Stulsaft FoundationMoss Adams FoundationOracle USA, Inc.Orrick, Herrington & Sutcliffe

FoundationPacific Gas and Electric CompanyPajaro Valley Community Health TrustPenney Family FundPhilanthropic Ventures FoundationRappaport Family FoundationREDFRichard and Rhoda Goldman FundRockefeller Philanthropy AdvisorsRosenberg Ach FoundationRosenberg FoundationS. H. Cowell FoundationS.D. Bechtel, Jr. FoundationSalesforce.com Foundation

20

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left tO riGht - diaNe ParNes, BOard memBer at sv2, siliCON valley sOCial veNtures fuNd, liNda BaKer, PrOGram OffiCer, the david aNd luCile PaCKard fOuNdatiON, laNCe liNares, CeO, COmmuNity fOuNdatiON saNta Cruz COuNty

31

Shinnyo-en FoundationSierra Health FoundationSilicon Valley Community FoundationSilver Giving FoundationSobrato Family FoundationStuart FoundationStupskiSV2Target CorporationTCC GroupThe Bothin FoundationThe California EndowmentThe California Wellness FoundationThe Christensen FundThe Clorox Company FoundationThe David and Lucile Packard

FoundationThe Dunspaugh-Dalton FoundationThe Durfee FoundationThe Flora Family FoundationThe Hearst FoundationsThe Hellman Family FoundationThe James Irvine FoundationThe Jenifer Altman FoundationThe Joseph R. McMicking FoundationThe Ken and Judith Joy Family

FoundationThe Kimball FoundationThe Lucile Packard Foundation

for Children’s HealthThe Marcled FoundationThe Richmond Community

FoundationThe San Francisco FoundationThe Special Hope FoundationThe Springcreek Foundation

The Thomson Family FoundationThe Wallace Alexander Gerbode

FoundationThe Walther Foundation The Whitman InstituteThe William and Flora Hewlett

FoundationThe Women’s Foundation of CaliforniaThomas J. Long FoundationTides FoundationTomKat Charitable TrustUnion BankUnited Way of the Bay Areavan Löben Sels/RembeRock FoundationVodafone Americas FoundationW. Clement and Jessie V. Stone

FoundationW. K. Kellogg FoundationWalter and Elise Haas FundWayne and Gladys Valley FoundationWells Fargo FoundationWilliam H. Donner FoundationY & H Soda FoundationZellerbach Family FoundationZeroDivide

Northern California GrantmakersAnnual Report

FIND US ONLINE AT WWW.NCG.ORG

NCGofficesarelocatedat 625 market Street, Suite 300

SanFrancisco,California94105

tel 415.777.4111|fax 415.777.1714