November 28, 2006

Project Seeks to Raise Green for the Environment

From The San Diego Union Tribune
11/28/2006


By Mike Lee

Former Microsoft executive Aaron Contorer settled in San Diego two years ago, aiming to start a software company. He found that his heart just wasn't in it.

Contorer, 39, soon discovered what he really wanted to do: Jumpstart the region's mostly cash-strapped environmental movement. He and others say it largely lacks the sophisticated management and well-heeled backers befitting a county of some 3 million people, many of whom enjoy nature as they swim, hike and surf.

So, along with other philanthropists, Contorer aims to raise $1 million by year's end for groups that do things like fight for clean water and better beaches. They will announce their campaign today – to take advantage of year-end giving by companies and major donors – after having provided $400,000 in seed money.

Their project, known as the Environment Accelerator Fund, is the latest in a string of recent efforts to boost the profile of conservation causes in San Diego County. For example, a leading foundation is trying to build a $25 million endowment for environmental work. Elsewhere, new alliances have been formed for canyons, sustainable development and global warming.

“San Diego's environmental nonprofits are poised to grow to the next level to help bring vision, science, and intelligence” to regional issues, said Paul Eichen, chairman of the Rokenbok Toy Co. in Solana Beach and a charter donor for the new fund.

The region is widely recognized as a biological gem and it's home to one of the nation's largest collections of threatened and endangered species. But the county's environmental corps still hasn't reached the big leagues.

“Historically in San Diego, the environment has been woefully undersupported and underfunded,” said Bruce Reznik, executive director of San Diego Coastkeeper. “It's sort of an odd dynamic considering that people come to San Diego for the coast, for the environment, for the water.”

Reznik joined what was then called Baykeeper seven years ago. Despite having only two employees at the time, it was the region's largest nonprofit group dealing with coastal issues, he said. Today, the regionally prominent organization has seven staff members but often struggles to meet budget.

“I have a little bigger vision than my ability to raise funds,” Reznik said.

Scrappy movement

The reputation of a small and scrappy environmental movement in the county is largely supported by a new report from the University of San Diego.

Researchers there counted 257 locally based groups dealing with animals and the environment. Because of how the IRS keeps its data, the category goes far beyond what generally is considered environmental activism. For instance, it includes dozens of pet welfare and garden groups.

The organizations reported combined revenues of nearly $240 million in 2004. The total is far larger than in Orange County or the Silicon Valley but far smaller than the Bay Area, which is home to the Sierra Club's national headquarters and about 750 other environmental and animal outfits.

Much of the local income is raised by one organization – the Zoological Society of San Diego, which runs the San Diego Zoo, the Wild Animal Park and a research center. Tax records from 2004 show that its revenues topped $160 million, about two-thirds of the regional total.

More than 60 percent of the county's environmental groups collect less than $25,000 per year. That means they can't support a professional staff, a typical prerequisite for generating more income and improving the quality of their programs.

Nonetheless, thousands of volunteers, new alliances and a few major court victories have helped environmentalists gain influence beyond what their balance sheets might suggest.

“(Environmentalists) seem to be doing a lot with a little,“ said Laura Deitrick, co-author of the USD report.

She does see a potential problem.

“They have been busy doing their daily work and have not spent as much time thinking forward in terms of growing their assets,” Deitrick said.

Less 'old money'

San Diego County's environmental sector remains modest because of several reasons, nonprofit experts say. One is that the region's growth spurt is relatively recent, so there's less “old money” than in places such as San Francisco and Boston.

The limited number of major corporate headquarters also plays a role. Such offices often employ big donors who become board members for nonprofit groups.

“We are just now starting to see the generational continuity and the embracing of place” that long has been common in Northern California and other parts of the country, said Bill Kuni, a local entrepreneur and philanthropist.

When Kuni arrived in San Diego 24 years ago, he looked for groups helping to protect the landscape that he found so attractive.

“It was almost totally individual champions who did not have a major organization behind them,” Kuni said.

In 2000, he helped start the Environment Working Group at The San Diego Foundation in an effort to buoy conservationists trying to contain fast-growing development.

The Environment Working Group proved to be an important mechanism for spreading cash and convening experts in ecology. It has distributed about $3.35 million since its inception. The money often is awarded in chunks of $15,000 to $50,000.

Last year, the foundation kicked off a $25 million endowment campaign to support environmental work. There is $1 million in the pot.

Many of the county's well-known environmental groups owe part of their growth to the foundation. They include the San Diego River Park Foundation, the Environmental Health Coalition, the local Sierra Club chapter and the Escondido Creek Conservancy.

The Escondido conservancy started in 1991, but didn't have the money for an executive director until last year. Unlike most environmental leaders in the region, the conservancy's executive director, Geoffrey Smith, has a master's degree in nonprofit leadership.

“A lot of . . . (environmental groups) really lack the business skills of understanding what their mission is and how to build a program around their mission and stick to it,” Smith said.

A 2003 study of land conservancies in the county found they were twice as likely to have done a formal planning process for on-the-ground work as they were to have a strategy for the organization.

The lack of management expertise is especially apparent at the board level, Smith and others said. Currently, the boards commonly consist of friends and activists without much regard for specific skills such as public relations and fundraising.

That's where Contorer and Eichen come in. They are seeding the new fund with $200,000 each as they court other contributors.

They also expect to get donors involved on boards and demand measurable results from groups receiving money from them. Their fund is managed by San Diego Social Venture Partners, a grant-making group that donates its services.

“We're trying to grow the (environment) sector. That means supporting the research to understand the problems and what it takes to fix them and then impact a society,” said Contorer, a full-time philanthropist.

The effort comes as national environmental groups are struggling to connect with the American public. Contorer thinks there is a large and untapped segment of donors who don't consider themselves traditional environmentalists but want San Diego to not become “a second-rate Los Angeles” because of overdevelopment.

“It's not about banning cars and hugging trees. It's about having a wonderful way of life now and not ruining it” for future generations, Contorer said.

September 1, 2006

Youth Empowerment Services (YES)

Lead Partner: Sue Sanderson

Imagine leaving home with no money, no education and a young child. More than 50% of the pregnant and parenting foster teen girls who emancipate from the foster care system at 18 face these obstacles. YES for Haven provides assistance – a twenty-bed group home and training facility known as The Salvation Army’s Door of Hope Haven Program. By providing shelter, job skills training and career guidance to these teenage mothers, we significantly reduce human tragedy by helping them become self-sufficient. YES for Haven’s goal is to help these young women find a career path and life skills that allow them to support themselves and their children long-term.

SDSVP’s three-year grant to YES for Haven has provided work readiness training, career exploration and the development of a life plan for these girls, in addition to one-on-one career guidance. In the last two years, the program assisted over 44 girls. Over 61% of them have completed an internship in an area of career interest, attended vocational school or secured a job.

“Our collaboration with SDSVP and the Door of Hope is exciting and productive. These YES for Haven young women and their children need all of the help and support we can give them.”

Marilyn Stewart, Director, YES Transition Network

“With the help of SDSVP, we have set up a Career Resource Board composed of business and community leaders. This Board will provide us with valuable employment opportunities and connections as we move forward.”

Lynn Sharpe-Underwood, Administrator, Door of Hope

Sierra Club Canyons Campaign

Lead Partner: Mike Kole

The Sierra Club’s Canyons Campaign’s mission is to foster awareness, appreciation and ongoing community involvement in the protection and stewardship of the unique habitats found in San Diego’s canyons. The strategy is to establish and support localized “friends groups” for individual neighborhood canyons throughout San Diego County. Over the last six years, 34 new groups have been built.

This year, the program established five new Canyon Friend Groups, bolstered membership in seven others and led 584 children and adults on 21 educational tours.

SDSVP Partners Michael Kole, Eric Busboom and Susie Hayes have joined the Canyons Campaign Steering Committee and assisted in developing a capacity-building Strategic Plan. The Campaign has now leveraged SDSVP’s funding to double the budget and plans to triple the staff as it begins its second year of support.

“SDSVP’s steady support has enabled us to achieve broader campaign goals such as enrollment of students and youth groups into canyon restoration projects and promotion of a concept to establish a San Diego Regional Canyonlands Park.“

Eric Bowlby,
Campaign Coordinator

Second Chance

Lead Partner: Diane Rosenberg

Ben & Jerry’s Second Chance PartnerShop has completed its second year of providing paid work experience and customer service skills for STRIVE graduates and at-risk youth in San Diego.
SDSVP helped Second Chance improve the efficiency of this social enterprise, create new marketing strategies and identify other options for expanding revenue. SDSVP’s work with Second Chance enabled the PartnerShop to nearly break-even, develop a profitable catering business and achieve the second highest sales per transaction of all PartnerShops in the country.

The PartnerShop gives Second Chance clients the opportunity to build personal confidence, create résumé credibility and reinforce the critical standards of behavior needed for becoming self-sufficient, contributing members of the community. Laura Bermudez, a STRIVE graduate, has overcome the “Rocky Road” of incarceration and “scooped” up success, learning valuable employment skills at the Ben & Jerry’s PartnerShop, then transitioning to a full-time job at Urban Corps. SDSVP is proud of its collaboration with Second Chance to take a “scoop” out of chronic unemployment, reincarceration and homelessness.

“The SDSVP Partners expertise in finance, marketing and operations helped us build a stronger social enterprise, which creates more job opportunities for STRIVE graduates. Their time, talent and treasury have been invaluable.”

Scott Silverman,
Executive Director

San Diego Coastkeeper

Lead Partners: Sondra Kiss and Scott Lininger

In 2005, San Diego Coastkeeper celebrated an important milestone - ten years of successfully fighting the pollution of San Diego’s waterways. They took the time to reflect on their victories and look forward to addressing the challenges that face them in the coming decade.

To accurately reflect the organization’s evolution, San Diego Baykeeper became San Diego Coastkeeper - a new name for a growing organization whose mission now encompasses protecting all of San Diego County’s waterways. SDSVP supported Coastkeeper’s marketing campaign to change the name, logo and mission of the organization in order to better represent the work they do county-wide. Partner David Field became so actively involved that he is now a member of the San Diego Coastkeeper Board.

Launching a marketing campaign allowed Coastkeeper to have the exposure needed to reach a broader audience. This enabled them to gain more members and secure additional support for their environmental programs. Coastkeeper’s staff engages over 5,000 volunteers at beach cleanups, conducts water and habitat monitoring from Oceanside to Baja, educates more than 24,000 children county-wide while continuing to address the sewage, stormwater and industrial pollution impacting all of San Diego’s communities.

“San Diego Coastkeeper would not have been able to launch our successful marketing campaign last year without the help of San Diego Social Venture Partners!”

Bruce Reznik,
Executive Director

Junior Achievement

Lead Partner: Wendy Gillespie

Get ready for hardhats! SDSVP joined hands with Junior Achievement to create a special place that will inspire the future generation of entrepreneurs and business leaders – Enterprise Village.

Junior Achievement is an international organization that has served Greater San Diego for 50 years. Enterprise Village is an innovative project that teaches our youth about money management, credit and investing for the future to prepare them for a more productive life.

Enterprise Village will be a 10,000 square foot replica of a small American city, complete with a city hall, bank, and 18 bustling enterprises. Enterprise Village will also have a non-profit center so students learn the value of giving back to their communities, just like SDSVP!

To make this dream come true for San Diego students, SDSVP contributed a capacity-building grant and significant energy from its Partners to ensure that this project is brought in on schedule with the funds to make it happen. From creating a thoughtful business plan to product-launch marketing advice, the Partners have been fully engaged in every aspect of the project.

The timing could not be better! More students drop out of college due to credit card debt than academic failure. Enterprise Village teaches financial literacy in a hands-on engaging format that kids love to learn. Thanks to the help of SDSVP, Enterprise Village is scheduled to open its doors to its first students in May 2007.

“SDSVP brought an energy and enthusiasm to this project that was contagious. The dedication of the Partners was an inspiration to our entire staff. The guidance that SDSVP provided at strategic junctures was irreplaceable. It was clear the Partners were doing what they do best: being entrepreneurs and launching new projects!”

Marion Paul,
Executive Vice President

August 3, 2006

Giving A Boost To Philanthropy

From The San Diego Union Tribune
8/3/2006


By Nancy Jamison

I have the good fortune to work with philanthropists every single day. Not Warren Buffett or Bill and Melinda Gates, but good people right here in San Diego County who are all, in their own ways, making a significant contribution to the well-being of our community. Nearly everyone can be a philanthropist – and you don't have to have billions.

Philanthropy – which translates from Greek as “love of mankind” – is no longer the domain of the Rockefellers and Carnegies. Today's philanthropy is much more widespread, democratic and even scientific.

And while stupendous gifts will always make the front page, wonderful hometown philanthropy happens every day, with smaller dollar amounts but huge benefits for nonprofit agencies and the people they serve. As an article in a recent issue of The Economist magazine stated, “the $1.5-billion that Mr. Buffett will contribute each year over the coming decades is only a small addition to the total contributions from the rest of us. In fact, it is just about one-half of 1 percent of the $260-billion that Americans gave to charity last year. The knowledge of how to use charitable dollars effectively turns out to be a much rarer commodity than the dollars themselves.”

In other words, while giving away money can be an easy and fun thing to do, it requires some homework to ensure that your charitable dollars will have the desired results.

Late last year, I became the executive director of a membership organization called San Diego Grantmakers. Our purpose is to connect, educate, develop and inspire a diverse group of foundations and corporations to stimulate effective philanthropy in the San Diego region.

We have 81 members – including family foundations, community foundations, independent foundations and corporate giving programs. Our members are committed to making a difference in ways that have true and lasting impact.

They carefully analyze and work with the groups that serve our most underserved populations. They study community needs not addressed by the public sector and fill in the gaps in a professional and fair manner. They anticipate trends and leverage dollars. They are working more strategically, because they know that charitable donations alone will not solve society's problems.

I hope that the focus on Buffett and Gates leads to more and better giving, and that more successful business people make similar choices about how to spend their time and money. It is not just the super-rich who can decide to donate money strategically. Current and future philanthropists can learn lessons here as well.

The Gates Foundation has systems in place to carefully evaluate the performance of its grants – and change things if it is not getting the results sought. It does so with rigorous analysis, using best practices in evaluation and benchmarking.

This is a trend in grant-making that will benefit the social sector. Nearly all San Diego Grantmakers members are exploring how to do evaluation on a scale that makes sense for them. It is not as easy as it seems in the business world, because positive outcomes mean more than just making money – and the reason the need exists in the first place is that other efforts have failed.

Gates and Buffett are partnering, collaborating, joining together to create greater benefit. This, too, is a trend in philanthropy. If I have $1,000 to give away and you have $1,000, let's give it to the same worthy nonprofit organization so that it can really accomplish something.

In San Diego, we have powerful examples of such pooled efforts and funding. The Homelessness Working Group, San Diego Neighborhood Funders, the San Diego Women's Foundation, San Diego Social Venture Partners, the Jewish Women's Foundation and the San Diego HIV/AIDS Funding Collaborative are just a few. They operate on the same basic principle: working together to understand problems and then funding together for bigger, better impact.

This collaborative approach is also known as “giving circles.” Anyone can participate – billions not required. There is a giving circle in South Carolina called Dining for Women. Friends get together for a potluck and then donate what they would have paid had they gone out to dinner. They spend the evening socializing and researching prospective recipients. It's a “Giving Club” instead of a “Book Club.” They may be giving away hundreds of dollars instead of billions – but they are still making a positive difference in the lives of others.

At San Diego Grantmakers, we believe in helping philanthropists of all shapes and sizes give in ways that increase the quality of life for everyone in our community. Ultimately we can all join the same club that Bill, Melinda and Warren belong to – the club of generous people who choose to use their personal or corporate resources in an organized and intelligent way to help others, to help our country, to help the planet. It is a club that I am extremely proud to be associated with, and I hope that even more San Diegans will join.

July 31, 2006

Foster Home Services Expand With $500K Donation

From the San Diego Business Journal
7/31/2006

By Stacey Bengtson and Joyce Glazer

The San Diego Social Venture Partners has given the Angels Foster Family Agency and La Cuna more than $500,000 in grants and in-kind business consulting services. Both organizations place foster babies and toddlers into safe, loving homes. The money will help increase public awareness of their services, assist in strategic planning and business development, raise additional funding and strengthen the growth and influence of the organizations.

January 19, 2006

How Venture Philanthropy is Making Non-Profits More Accountable

From the San Diego Daily Transcript
1/19/2006

By Richard Bockoff and Barbara Bry

Throughout his successful business career, entrepreneur Alan Sorkin had a long history of involvement with numerous charitable organizations. Yet, he was frustrated because he wanted a higher level of personal participation. He also noticed that many organizations operated without accountability for their promised social results. So in 2001 Alan and his wife, Louarn, became founding members of San Diego Social Venture Partners (SDSVP), part of a national trend of what is being called venture philanthropy.


Venture philanthropists consider themselves "activist" investors, not "passive" donors. These venture funders look for both a social return on their investment (SROI) and a high level of engagement with the causes they fund. The investors require the establishment of a sustainable business model with fixed measurable milestones. Moreover, these activist investors leverage their financial contribution by providing additional value through assistance with strategic planning, marketing, board development and the development of appropriate business systems.

Although venture philanthropy is only a small part of national giving, it has received a lot of publicity, and other donors, including foundations and corporations, are asking tougher questions and demanding more rigorous, verifiable outcomes from the causes they support. Venture philanthropy started in Silicon Valley in the 1990s as venture capitalists and entrepreneurs wanted to apply business principles to social problem solving. Entrepreneurs particularly understood the importance of building a solid management team just as they had done in the companies they had started.


Entrepreneurs Darcy Bingham and Carrie Stone brought the movement to San Diego, and the local Social Venture Partner group now has 70 members, primarily couples, who contribute $5,000 per couple per year.

Through SDSVP the Sorkins became involved with the Human Development Foundation (HDF), one of the charitable organizations SDSVP supports. Alan feels this charitable organization is a good example of opportunities that came to fruition with SDSVP's input. HDF's goal is to help gifted children from low-income families achieve their full potential. In 2002, SDSVP provided the organization with a three-year grant of their partner's time, talents and resources. The $49,401 grant was earmarked for the Parent's PLACE, (Parent Literacy and Academic Curriculum Enrichment) Program, which places parents in the classroom so they learn their child's curriculum.


According to Marjorie Fox, HDF's executive director, the return on investment has been leveraged dramatically when you calculate the value of strategic planning, board development, the donation of 24 computers, thedevelopment of a Web site, the development of technology to track tutor time and other activities, and other financial contributions. This example of venture philanthropy shows clearly that when you leverage money with involvement, you exponentially increase the returns.

Effective venture philanthropy takes money, time and effort. While it is often obvious to the recipient that outside strategic involvement produces measurable results, what is even more striking is that in talking with the "investors," one finds that their perspective is that they often feel they got more out of the process than the recipient of their support.


It is a delicate balance between the nonprofit and the funder. To lead effectively, one cannot be intrusive. But, by the same token, the nonprofit needs to understand, appreciate and create an atmosphere in which guidance can be accepted and acted upon. The nonprofit sometimes thinks that all it needs is the money. But what is most needed is "smart" money, and in that area SDSVP fills a critical role.