SDSVP is continuing to compile articles and resources showing how philanthropy can lead the way in helping nonprofits during these hard economic times. Click on the links below for the articles, then share your thoughts by commenting on the SDSVP blog.
Strategic Philanthropy in Tough Times by Paul Brest
Thoughts on how the strategic philanthropist should respond to this nearly unprecedented situation.
How to Survive a Week of Moral Hazards by Peter Karoff, Partner SVP Santa Barbara
In these unprecedented circumstances, what will be philanthropy’s response, what could it be, and how do we avoid what economists call “moral hazards”.
Bank Releases Initial Philanthropy Findings from the Boston Globe
Study shows that attitudes toward philanthropy are evolving
December 31, 2008
Bank Releases Initial Philanthropy Findings
From the Boston Globe
November 24, 2008
"Nearly 60 percent of wealthy households who stopped giving to a charitable organization attributed their change in philanthropic behavior to 'no longer feeling connected to the organization,'" Bank of America Corp. said today.
That's one headline from initial findings of a new survey commissioned by the bank's global wealth and investment management unit, which is based in Boston; the full study is scheduled for release early next year.
The study, the bank said in a press release, reflects the opinions of nearly 700 respondents with household income greater than $200,000 and/or net-worth of at least $1 million.
One insight from the study indicates that "wealthy donors are giving more strategically and are increasingly turning to legal and financial professionals as primary sources for advice about charitable giving decisions," said the bank, which is headquartered in North Carolina.
A recent Globe story, which focused on young Jewish donors, noted how attitudes toward philanthropy are evolving. To read that story, please click here.
November 24, 2008
"Nearly 60 percent of wealthy households who stopped giving to a charitable organization attributed their change in philanthropic behavior to 'no longer feeling connected to the organization,'" Bank of America Corp. said today.
That's one headline from initial findings of a new survey commissioned by the bank's global wealth and investment management unit, which is based in Boston; the full study is scheduled for release early next year.
The study, the bank said in a press release, reflects the opinions of nearly 700 respondents with household income greater than $200,000 and/or net-worth of at least $1 million.
One insight from the study indicates that "wealthy donors are giving more strategically and are increasingly turning to legal and financial professionals as primary sources for advice about charitable giving decisions," said the bank, which is headquartered in North Carolina.
A recent Globe story, which focused on young Jewish donors, noted how attitudes toward philanthropy are evolving. To read that story, please click here.
Getting Old Ain't for Sissies!
By Leane Marchese, Executive Director, ElderHelp of San Diego
I want to share with you a story of one of ElderHelp's seniors:
Mr. Paulson rode his bike for 20 years as a way to save money and keep fit in retirement. He lives on social security and a small pension and manages to keep independent and healthy.
Every couple of weeks or so he would come by the ElderHelp offices to make copies and to just say 'Hi!'. Last fall, each time he came in the office he shared that his bicycle was getting more and more rickety and he was worried he would not be able to ride it past the first of the year.
Immediately, the ElderHelp team began searching for a way to buy him a new bike. We gathered enough donations and parked a shiny new bike next to ElderHelp's Christmas tree awaiting Mr. Paulson's next visit. In he came bundled up with red cheeks glowing on a rather chilly (San Diego) December day.
We hailed all staff and volunteers into the lobby and presented Mr. Paulson with his new bike. Large crocodile tears welled up in his eyes and he shared that he had not received a holiday gift in over ten years! He was so surprised and excited and didn't know what to say!
Who would know that receiving a bicycle at the age of 85 would be as magical as when we were 8!
Just this past October, Mr. Paulson had to permanently give up riding his bike due to his impaired vision, but ElderHelp continues to be there for him and provide a valuable connection to services and people who care.
Together we can make such an amazing impact on the life of seniors in need!
I want to share with you a story of one of ElderHelp's seniors:
Mr. Paulson rode his bike for 20 years as a way to save money and keep fit in retirement. He lives on social security and a small pension and manages to keep independent and healthy.
Every couple of weeks or so he would come by the ElderHelp offices to make copies and to just say 'Hi!'. Last fall, each time he came in the office he shared that his bicycle was getting more and more rickety and he was worried he would not be able to ride it past the first of the year.
Immediately, the ElderHelp team began searching for a way to buy him a new bike. We gathered enough donations and parked a shiny new bike next to ElderHelp's Christmas tree awaiting Mr. Paulson's next visit. In he came bundled up with red cheeks glowing on a rather chilly (San Diego) December day.
We hailed all staff and volunteers into the lobby and presented Mr. Paulson with his new bike. Large crocodile tears welled up in his eyes and he shared that he had not received a holiday gift in over ten years! He was so surprised and excited and didn't know what to say!
Who would know that receiving a bicycle at the age of 85 would be as magical as when we were 8!
Just this past October, Mr. Paulson had to permanently give up riding his bike due to his impaired vision, but ElderHelp continues to be there for him and provide a valuable connection to services and people who care.
Together we can make such an amazing impact on the life of seniors in need!
CSH Marketing Initiatives Underway with SDSVP Resources
By Simonne Ruff, Associate Director, Corporation for Supportive Housing – San Diego
Lead Partner: Sherri Neasham
With the help of SDSVP, the Corporation for Supportive Housing (CSH) has focused efforts on understanding why less than 25% of funds available to San Diego to develop supportive housing have been used locally. The rest of these funds, which could have created new projects in San Diego, have been used on developments elsewhere in the state. It is clear that a lack of understanding of supportive housing has been a significant barrier to the development of new projects.
To bolster the capacity of CSH San Diego, a marketing plan was developed with SDSVP resources and expertise. With target markets clearly identified, the action plan is guiding the plan’s implementation. SDSVP has also enabled CSH to partner with the SDSU Entrepreneurial Management Center and engage a master’s level business intern to assist in this work.
Tenant profiles are being collected to form a dossier of success stories which highlight the profound impact of supportive housing on people’s lives; documenting the path that has enabled them to permanently exit life on the streets. In addition, a speaker’s bureau is being formed, enabling community leaders, business owners, faith communities and the like to stand up in support of projects. This speaker’s bureau will be available to all partners involved in supportive housing projects and will provide critical and timely support as we work to ensure people have the chance to permanently leave homelessness.
CSH welcomes SDSVP Partners with marketing, communications, or public relations expertise to expand on the work that is currently underway. CSH is continuing to build its marketing expertise in order to meet the three year vision of enabling 250 homeless individuals with disabling health conditions to exit the streets and remain housed for one year in sustainable permanent supportive housing.
Lead Partner: Sherri Neasham
With the help of SDSVP, the Corporation for Supportive Housing (CSH) has focused efforts on understanding why less than 25% of funds available to San Diego to develop supportive housing have been used locally. The rest of these funds, which could have created new projects in San Diego, have been used on developments elsewhere in the state. It is clear that a lack of understanding of supportive housing has been a significant barrier to the development of new projects.
To bolster the capacity of CSH San Diego, a marketing plan was developed with SDSVP resources and expertise. With target markets clearly identified, the action plan is guiding the plan’s implementation. SDSVP has also enabled CSH to partner with the SDSU Entrepreneurial Management Center and engage a master’s level business intern to assist in this work.
Tenant profiles are being collected to form a dossier of success stories which highlight the profound impact of supportive housing on people’s lives; documenting the path that has enabled them to permanently exit life on the streets. In addition, a speaker’s bureau is being formed, enabling community leaders, business owners, faith communities and the like to stand up in support of projects. This speaker’s bureau will be available to all partners involved in supportive housing projects and will provide critical and timely support as we work to ensure people have the chance to permanently leave homelessness.
CSH welcomes SDSVP Partners with marketing, communications, or public relations expertise to expand on the work that is currently underway. CSH is continuing to build its marketing expertise in order to meet the three year vision of enabling 250 homeless individuals with disabling health conditions to exit the streets and remain housed for one year in sustainable permanent supportive housing.
Meet Partner, JoAnne Berg!
By Paul Thiel
After years running her own business and raising a family, JoAnne Berg is finally seeing some free time…and so she’s filling it by joining SDSVP. “My youngest just left for college and my employees are mostly running the company now,” she says. “I knew I’d always get more involved on a philanthropic level because I really enjoy it.”
A CPA by training, Berg ran her own firm catering to closely held companies when she and her husband formed their own manufacturing firm, Spectrum Concepts Inc., to make the plastic injection-molded pieces that fit inside furniture to hold DVDs, CDs and the like. Spectrum’s pieces can be found in fine furniture such as that made by Drexel Heritage and Ethan Allen.
Berg’s husband, Tom Hunt, is still deeply involved in the business, while her children are building their own futures. Step-son Josh Jones, 31, is a professional bass player in Las Vegas, while daughter Sara Hunt, 18, is in her first year as a creative writing major at Chapman University in Orange County. That leaves Berg with capacity to give back to the community through SDSVP.
Berg’s background, in addition to accounting and manufacturing, extends to purchasing, logistics, real estate development, finance and risk management – all areas of expertise she hopes to bring to bear for SDSVP’s clients. She expects her biggest impact will be in helping non-profits advance their financial acumen.
“No one knows how to manage the books,” she jokes. Seriously, she says, “financial management for non-profits is twice as difficult as it is in the for-profit world. You think it’s a simple little business model, but it’s anything but that.”
The challenge, Berg says, is in tracking a matrix of revenue streams and expenses that provides accountability for both the non-profit itself as well as for its various constituencies – the state and federal governments, foundations and other grantmakers, etc. – many of whom have very specific requirements.
“Even for the $350,000-in-revenue groups we work with, it’s really hard because everything they do have different requirements,” Berg says. “It is much more complicated than my business, and my business is built to do $10 million to $20 million. But we do one thing, so it’s much more scalable.”
“Those people have a lot to offer for-profit executives, and vice versa,” says Berg. “I see a convergence of business models coming. We really have a lot to learn from the non-profit sector, and them from us,” says Berg. “There is a huge learning curve on both sides, but we are all in this together.”
JoAnne came to SDSVP when a friend introduced her to Alan Sorkin, knowing that she had done a great deal of ad-hoc work for non-profits over the years. Berg says the aspect she enjoys most about working with non-profits is meeting people who have a much different view of the world than she does. “It’s pure joy, just in terms of enhancing your life, to meet these people who have given their lives to making the world a little better place,” she says. “They have a whole different perspective. So many wonderful people.”
Come meet JoAnne as she leads the “Finance and Legal Affairs” session at SDSVP’s Partner Bootcamp!
After years running her own business and raising a family, JoAnne Berg is finally seeing some free time…and so she’s filling it by joining SDSVP. “My youngest just left for college and my employees are mostly running the company now,” she says. “I knew I’d always get more involved on a philanthropic level because I really enjoy it.”
A CPA by training, Berg ran her own firm catering to closely held companies when she and her husband formed their own manufacturing firm, Spectrum Concepts Inc., to make the plastic injection-molded pieces that fit inside furniture to hold DVDs, CDs and the like. Spectrum’s pieces can be found in fine furniture such as that made by Drexel Heritage and Ethan Allen.
Berg’s husband, Tom Hunt, is still deeply involved in the business, while her children are building their own futures. Step-son Josh Jones, 31, is a professional bass player in Las Vegas, while daughter Sara Hunt, 18, is in her first year as a creative writing major at Chapman University in Orange County. That leaves Berg with capacity to give back to the community through SDSVP.
Berg’s background, in addition to accounting and manufacturing, extends to purchasing, logistics, real estate development, finance and risk management – all areas of expertise she hopes to bring to bear for SDSVP’s clients. She expects her biggest impact will be in helping non-profits advance their financial acumen.
“No one knows how to manage the books,” she jokes. Seriously, she says, “financial management for non-profits is twice as difficult as it is in the for-profit world. You think it’s a simple little business model, but it’s anything but that.”
The challenge, Berg says, is in tracking a matrix of revenue streams and expenses that provides accountability for both the non-profit itself as well as for its various constituencies – the state and federal governments, foundations and other grantmakers, etc. – many of whom have very specific requirements.
“Even for the $350,000-in-revenue groups we work with, it’s really hard because everything they do have different requirements,” Berg says. “It is much more complicated than my business, and my business is built to do $10 million to $20 million. But we do one thing, so it’s much more scalable.”
“Those people have a lot to offer for-profit executives, and vice versa,” says Berg. “I see a convergence of business models coming. We really have a lot to learn from the non-profit sector, and them from us,” says Berg. “There is a huge learning curve on both sides, but we are all in this together.”
JoAnne came to SDSVP when a friend introduced her to Alan Sorkin, knowing that she had done a great deal of ad-hoc work for non-profits over the years. Berg says the aspect she enjoys most about working with non-profits is meeting people who have a much different view of the world than she does. “It’s pure joy, just in terms of enhancing your life, to meet these people who have given their lives to making the world a little better place,” she says. “They have a whole different perspective. So many wonderful people.”
Come meet JoAnne as she leads the “Finance and Legal Affairs” session at SDSVP’s Partner Bootcamp!
November 25, 2008
Record Number of North County Families to Receive Shopping Carts Filled with Donated Food, Clothing, Blankets, Toys, and More
Community Resource Center’s 26th Annual Holiday Baskets Program is the largest comprehensive holiday distribution program of its kind in the county. Hundreds of volunteers will be transforming the Grandstands at the Del Mar Fairgrounds into a 20,000 square-foot shopping warehouse so that a record 1,200 low-income families can experience “free” holiday shopping this season on December 19, 20, and 21. Eligible North County families will fill their shopping carts or “baskets” with donated turkeys, staple foods, blankets, clothing, toys, and much more.
Economic challenges have slowed donations, but Community Resource Center (CRC) remains optimistic as calls come in from the community offering to help. “We have many of our veteran drive organizers on board, and we’ve had a number of new groups organizing new drives in November and December,” says Laurin Pause, CRC Executive Director. “We are particularly concerned about donations of food, jackets, and toys. The number of families in need of CRC social services has increased by 200% this year, and we are doing our best to keep up for programs like Holiday Baskets.” Holiday Baskets distributed 42 tons of donated food, more than 4,000 jackets, and 2,500 toys last December and organizers are counting on its big drives, along with several smaller ones, to help reach that goal again. “At the very least, we want to make sure the families most in need have food and warmth this holiday season,” says Pause. “Any help would be greatly appreciated.”
Over 200 groups are now collecting items for the program and include schools, Girl Scouts, Cub Scouts, Rotary Clubs, the Encinitas Sheriff’s Department, local businesses and government, Ecke Ranch, Lusardi Construction, churches, foundations, and much more. Community Resource Center supervises the deliveries, drop-offs, and distribution of items and the registration of families for the program.
More than 1,600 volunteers and staff will work around the clock to begin sorting over food, toys, outer wear and much more at the Del Mar Fairgrounds site starting on November 24 and continuing through December 21.
Those interested in donating, collecting, delivering, or distributing items for Holiday Baskets should contact Community Resource Center at 760-230-6305.
To learn more about CRC and Holiday Baskets, please go to www.crcncc.org
The program relies on the donation of items collected by over 200 groups in the community.
High Needs items for the Holiday Baskets program currently include the following:
- Non-perishable Food (canned or boxed)
- Jackets & Coats, all sizes (New or gently used)
- New Toys & Teen Gifts (unwrapped)
Drop-Off Centers for Holiday Baskets
- CRC Thrift Store, 111 “C” Street, in Encinitas (9-5 daily)
- Coldwell Banker Encinitas, 740 Garden View Court #100, in Encinitas (during business hours)
Preferred Donation Deadline: December 12th, but items will be accepted through December 19th. Those interested in donating or collecting items for Holiday Baskets should contact Community Resource Center at 760-230-6305. For online donations, volunteer opportunities, and other information, please go to www.crcncc.org
Two SDSVP Ladies Are 2009 “Women Of Distinction”
The Salvation Army awards 15 fabulous ladies each year who make a difference in San Diego. We are very proud to announce that two of our Partners have been honored this prestigious “Women of Distinction” award for 2009. Congraluations to Louarn Sorkin and Jan Tuttleman!
We already knew we were lucky to have these incredible women as part of our group, now the entire community will be able to toast their extraordinary accomplishments. Help us celebrate and honor them on Tuesday, March 10, 2009 for the awards ceremony.
The woman of SDSVP would love to put together tables of ten ladies each to cheer Louarn and Jan. If you would like to be part of this event, please contact Peggy Kidd at peggy@sdsvp.org. The tickets are $85. Let’s get a real cheering squad for these two ladies!
Besides her multiple roles with SDSVP, including being known as the woman who keeps the “Social” in Social Venture Partners, Louarn has chaired the Mardi Gras fundraiser for the La Jolla Opera Guild, and is active with the American Cancer Society, the Boys and Girls Clubs, and the San Diego Grant Makers. She is a founder of Just In Time, a group that aids youth leaving foster care.
Jan was the founder and first chair of the Jewish Women’s Foundation, and has worked with many foundations, and with Voices For Children. Jan is a recipient of the Anne Ratner Award for Community Leadership.
We already knew we were lucky to have these incredible women as part of our group, now the entire community will be able to toast their extraordinary accomplishments. Help us celebrate and honor them on Tuesday, March 10, 2009 for the awards ceremony.
The woman of SDSVP would love to put together tables of ten ladies each to cheer Louarn and Jan. If you would like to be part of this event, please contact Peggy Kidd at peggy@sdsvp.org. The tickets are $85. Let’s get a real cheering squad for these two ladies!
Besides her multiple roles with SDSVP, including being known as the woman who keeps the “Social” in Social Venture Partners, Louarn has chaired the Mardi Gras fundraiser for the La Jolla Opera Guild, and is active with the American Cancer Society, the Boys and Girls Clubs, and the San Diego Grant Makers. She is a founder of Just In Time, a group that aids youth leaving foster care.
Jan was the founder and first chair of the Jewish Women’s Foundation, and has worked with many foundations, and with Voices For Children. Jan is a recipient of the Anne Ratner Award for Community Leadership.
Mary Beth Kellee and Hugh Dunklee
Hard-charging dynamo Mary Beth Kellee has been a shining star in the San Diego social scene for over 12 years. Born and raised in Ohio, she began a ballet school where she taught both ballet and gymnastics. This was followed by a retail sales and management career in New York with J. Riggings, Proving Ground and Shiseido Cosmetics. Having successfully conquered upstate New York, Shiseido promoted and sent her to Boston in the capacity of Northeast Training Director, where she remained for seven years until being recruited by Laura Ashley to become its North American Training Director, a position that included 15 direct reports.
The lure of the west coast became irresistible, as did a certain Hugh Dunklee from San Diego (who later became her husband), so Mary Beth sold everything and left Massachusetts to run a 5-star ski resort with Hugh in Vail, Colorado. Following a very long and cold winter, Mary Beth and Hugh left for California and pursued real estate careers in San Diego for almost eight years.
She then found her passion in volunteering and coordinating events as founder of 2 and 2 Consulting, which capitalizes on her ability to effectively connect people, businesses and non-profits. Numerous worthwhile local charities have found a true champion in Mary Beth, and she sits on the boards of various non-profit organizations including United Cerebral Palsy, Jenna Druck Foundation, Beach and Country Guild and the Santaluz Community Council. In addition, Mary Beth serves in an advisory capacity to the Santaluz Advisory Committee, Burn Institute, San Diego Center for Children, City Ballet of San Diego and the Sudanese Community Center.
‘Fundraiser-to-the-stars’, she has successfully chaired and presided over countless events. Some of her many successes include organizing the most productive fundraising team in the country for UCP’s “Ride without Limits” and coordinating its 50th anniversary VIP event, “The Sky’s the Limit.” She is chairing the VIP experience for “Your Best Year Ever” in January of 2009 at the Sports Arena benefiting the Jenna Druck Foundation. As past president and press chair for Beach and Country Guild’s “Dia Del Sol” event in both 2006 and 2007, she was instrumental in raising an unprecedented $500K in contributions. She created and continues to oversee the Santaluz Community Council Speaker Series “Words, Wine and Wisdom”, which features a wide range of engaging programs and included a recent appearance by one of the Lost Boys.
Mary Beth’s latest venture is a new line of healthy and organic products being launched in partnership with renowned naturopathic chef Tina Martini. In recognition of her tireless efforts, Mary Beth was named San Diego Magazine’s “Volunteer of the Year” in 2006.
By joining SDSVP, Mary Beth hopes to expand her social and philanthropic network. She is known as a "connector" of people and plans to introduce many of her social network people to SDSVP.
Mary Beth loves health and fitness and was just voted one of San Diego's Top 10 Best Dressed Gals! Hugh and Mary Beth have two dogs, Hunter & Skyler.
The lure of the west coast became irresistible, as did a certain Hugh Dunklee from San Diego (who later became her husband), so Mary Beth sold everything and left Massachusetts to run a 5-star ski resort with Hugh in Vail, Colorado. Following a very long and cold winter, Mary Beth and Hugh left for California and pursued real estate careers in San Diego for almost eight years.
She then found her passion in volunteering and coordinating events as founder of 2 and 2 Consulting, which capitalizes on her ability to effectively connect people, businesses and non-profits. Numerous worthwhile local charities have found a true champion in Mary Beth, and she sits on the boards of various non-profit organizations including United Cerebral Palsy, Jenna Druck Foundation, Beach and Country Guild and the Santaluz Community Council. In addition, Mary Beth serves in an advisory capacity to the Santaluz Advisory Committee, Burn Institute, San Diego Center for Children, City Ballet of San Diego and the Sudanese Community Center.
‘Fundraiser-to-the-stars’, she has successfully chaired and presided over countless events. Some of her many successes include organizing the most productive fundraising team in the country for UCP’s “Ride without Limits” and coordinating its 50th anniversary VIP event, “The Sky’s the Limit.” She is chairing the VIP experience for “Your Best Year Ever” in January of 2009 at the Sports Arena benefiting the Jenna Druck Foundation. As past president and press chair for Beach and Country Guild’s “Dia Del Sol” event in both 2006 and 2007, she was instrumental in raising an unprecedented $500K in contributions. She created and continues to oversee the Santaluz Community Council Speaker Series “Words, Wine and Wisdom”, which features a wide range of engaging programs and included a recent appearance by one of the Lost Boys.
Mary Beth’s latest venture is a new line of healthy and organic products being launched in partnership with renowned naturopathic chef Tina Martini. In recognition of her tireless efforts, Mary Beth was named San Diego Magazine’s “Volunteer of the Year” in 2006.
By joining SDSVP, Mary Beth hopes to expand her social and philanthropic network. She is known as a "connector" of people and plans to introduce many of her social network people to SDSVP.
Mary Beth loves health and fitness and was just voted one of San Diego's Top 10 Best Dressed Gals! Hugh and Mary Beth have two dogs, Hunter & Skyler.
November 24, 2008
Philanthropy and The Economy - Part I
SDSVP has compiled several articles and resources showing how philanthropy can lead the way in helping nonprofits during these hard economic times. Click on the links below for the articles, then share your thoughts by commenting on this post.
Philanthrocapitalism on Trial
Will the collapse of the global financial system also bring down philanthrocapitalism?
In Hard Times Philanthropy Can Lead the Way
Philanthropy can help the public work through the most critical challenges facing the nation right now: making choices and setting priorities.
Managing in Tough Times: 7 Steps
Even for nonprofit leaders who are accustomed to 'making much of little,' the repercussions of the unfolding economic downturn are likely to pose unprecedented challenges.
Giving USA Spotlight - The Economy
This issue of Giving USA Spotlight looks at recessions and economic slowdowns and their impact on charitable giving in order to help nonprofit organizations anticipate what might occur in 2008–2009 and plan accordingly.
Resilient Philanthropy
While it is clear that a strong stock market provides donors with a greater ease and sense of confidence in making gifts to nonprofit organizations, the opposite is not true. Down markets do not always foretell decreased philanthropy.
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