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Northern California Grantmakers2011 Annual Report

30 years of INSPIRATION + COMMUNITY + LEADERSHIP

1

PRESIDENT & CEO

Colin Lacon

ADMINISTRATION

Suki O’Kane Director

Jenny Chinn Associate

PROGRAMS

Judi Powell Director

Angela Jones Program Specialist Effective Philanthropy & Family Philanthropy Exchange

Lauren Maher Program Officer Collaborative Philanthropy

Dion Ward Program Specialist Effective Philanthropy & Public Policy

MEMBER SERVICES &

COMMUNICATIONS

Julia Indovina Director

Barbara Camacho Membership 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 over 150 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

2011 Staff

Cover images from NCG archives, see pg 19 for details.

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2011, THE 30TH YEAR Of NORTHERN CALIfORNIA gRANTMAkERS was a time for celebration and reflection. We’ve grown a great deal since the early days of the “lunch bunch,” a group of foundation executives who met regularly during their lunch hour back before NCG officially incorporated in 1981. But even though we’ve expanded our scope and moved in new directions, NCG has stayed true to that original mission of helping our members connect personally, exchange ideas and support each other in their work.

Once again, we’re using our Annual Report to tell some of NCG’s success stories. These stories highlight our efforts to promote the field of philanthropy and to provide educational and convening opportunities for our members that enable them to learn new skills and respond to trends that affect their work.

Some of these snapshots show how NCG continues to learn from and build upon our rich past. For example, in the early days of NCG, the philanthropic field lacked the gender and racial diversity that it has today. To address this issue in the 1980’s, we collaborated with other regional grantmaker associations to develop a diversity toolkit and educational programming for our members. This dialogue has continued over time, tracking trends and conducting research to support our members’ efforts to increase diversity in the field. In 2007, NCG partnered with Southern California Grantmakers and San Diego Grantmakers to launch the “Diversity in Philanthropy Initiative.” Throughout 2011, we continued our work in this area, hosting a session with Carmen Castellano, president of one of the few Latino family foundations in the country, to talk about building diversity within the philanthropic and nonprofit sectors.

The philanthropic landscape is rapidly evolving and our members must respond to new trends in the field. We’ve included some stories in this annual report about NCG events that helped our members think about changes in the role of technology and the way movements are built in today’s world.

During the past year, we have also focused attention on exploring our future, kicking off a strategic planning process to help us adapt to the growing and changing dimensions of grantmaking with our education, advocacy and networking services.

We look forward to sharing the next 30 years with you.

NCG PresideNt & CeO, COliN laCON

NCG Celebrates 30 Years fROM COLIN LACON, PRESIDENT & CEO

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2011 Leadership Board of Directors & Member Committees A NETWORk Of vOLUNTEERS

BOARD CHAIR

James Head Director of Programs

The San Francisco Foundation

VICE CHAIR

Robert Uyeki Executive Director

Y & H Soda Foundation

SECRETARY Fatima Angeles Director of Evaluation &

Organizational Learning

The California Wellness Foundation

TREASURER Carla Javits President

REDF Foundation

VICE CHAIR AT LARGE Tessie Guillermo President and CEO

ZeroDivide™

BOARD MEMBERS

Cedric Brown Chief Executive Officer

Mitchell Kapor Foundation

Chris DeCardy Vice President & Director of Programs

The David and Lucile Packard Foundation

Christine Elbel Executive Director

Fleishhacker Foundation

Diane Littlefield Director of Program Investments

Sierra Health Foundation

Lise Maisano Vice President Grant Programs,

S.H. Cowell Foundation

Dean Osaki Senior Specialist

Target Corporation Western Region

Diane Parnes Trustee

Silicon Valley Social Venture Fund (SV2)

Judy Patrick President & CEO

The Women’s Foundation of California

Christy Pichel President

Stuart Foundation

June Sugiyama Director

Vodafone Americas Foundation

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NCG fOuNdiNG members susaN Clark aNd kirke WilsON revieW bOOk by 2011 aNNual meetiNG keyNOte sPeaker, daNte ChiNNi

CORPORATE CONTRIBUTIONS ROUNDTABLE

Loren Brown Corporate Contributions Manager

AAA Insurance

Jodi Ravel Group Leader-HEAL/Access

Kaiser Permanente

FAMILY PHILANTHROPY EXCHANGE

Lisa Parker President & Executive Director

The Lawrence Welk Family Foundation

Rae Richman Director

Rockefeller Philanthropy Advisors

MEMBERSHIP

Sara Davis Director of Grants Administration

The William and Flora Hewlett Foundation

Joanne Greenstein Philanthropic Advisor

Rockefeller Philanthropy Advisors

ORGANIZATIONAL EFFECTIVENESS & PROFESSIONAL DEVELOPMENT

John Esterle Executive Director

The Whitman Institute

Stan Hutton Senior Program Officer

Clarence E. Heller Charitable Foundation

PUBLIC POLICY

Jillian Misrack Galbete Vice President of Programs

Full Circle Fund

Kate Wing Senior Program Officer

Gordon and Betty Moore Foundation

ARTS LOAN FUND

Julie Fry Program Officer, Performing Arts

The William & Flora Hewlett Foundation

Karen Park Arts Program Manager

City of San Jose, Office of Cultural Affairs

BAY AREA ASSET FUNDERS NETWORK

Amanda Feinstein Senior Program Officer, Economic Security

Walter and Elise Haas Fund

Karina Moreno Program Officer

Y & H Soda Foundation

EMERGENCY LOAN FUND

Jennifer Kawar Manager

Nonprofit Finance Fund

Joel Wagner Director of Finance

Pacific Forest and Watershed

Lands Stewardship Council

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Financial Statement AUDITED AS Of DECEMBER 31, 2011

ACTIvITIES 2011 2010

INCOME

Membership Dues $ 768,660 $ 745,477

Contributed Income 520,810 339,903

Earned Income 72,361 110,321

TOTAL INCOME $ 1,361,831 $ 1,195,701

EXPENSES

Salaries and Wages $ 1,003,136 $ 1,018,414

Professional Services 109,667 105,953

Non-Personnel 295,291 205,230

Grantmaking 15,000 21,074

TOTAL EXPENSES $ 1,423,094 $ 1,350,671

TOTAL INCREASE (DECREASE) $ (61,263) $ (154,970)

INCOME

MEMBERSHIP DUES 57%

EARNED 5%

CONTRIBUTED 38%

EXPENSES

COLLABORATIvE gRANTMAkINg

11%ADMINISTRATION 15%

fUNDRAISINg 4%

gRANTMAkER EDUCATION &

CONvENINg 52%

MEMBER SERvICES 18%

COLLABORATIVE FUNDS AT NCG

DISTRIBUTED OVER $675K

INTO NINE BAY AREA COUNTIES

ELf gRANTS

2%

EMERgENCY LOAN fUND

34%

ARTS LOAN fUND 64%

fINANCIAL POSITION 2011 2010

ASSETS

Cash and cash equivalents $ 607,146 $ 899,470

Short-term investments 1,803,599 1,637,897

Receivables

Accounts 32,386 20,001

Contributions 101,500 55,000

Loans 556,224 622,023

Prepaid expenses and other (103,018) (107,812)

Office Equipment 2,279 2,930

TOTAL ASSETS $ 3,000,137 $ 3,129,509

LIABILITIES & fUND BALANCE

LIABILITIES

Accounts Payable $ 7,147 $ 2,741

Deferred membership and program fees 49,278 110,389

Payable to fiduciary groups 26,649 30,281

Accrued liabilities and other 5,957 13,279

TOTAL LIABILITIES $89,032 $157,141

fUND BALANCE

Net Assets $ 2,319,768 $ 2,474,738

Board-Designated Reserve 652,600 652,600

Change in Net Assets (61,263) (154,969)

TOTAL fUND BALANCE $ 2,911,105 $ 2,972,368

TOTAL LIABILITIES & fUND BALANCE $ 3,000,137 $ 3,129,509

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“The more we work with foundations to support their grantees in using technology for social change, the more it affirms that the crucial element lies in shifting organizational cultures. The tools will come and go, but investing in our people—via training and new processes—is the key strategy for changing the game.”

—JEFF PERLSTEIN, DIRECTOR OF STRATEGIC ENGAGEmENT, zERODIVIDE™

“This NCG workshop on media skills spotlighted the potential of social media tools to amplify the capacity of groups working for social change. It was exciting and inspiring to see how nonprofits are already experimenting with and leading the way using new technology.”

—SYLVIA YEE, VICE PRESIDENT OF PROGRAmS

EVELYN & WALTER HAAS JR. FUND

#FunderTech: Tweets from the day’s session

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NCg kICkED Off 2011 BY HOLDINg A NUMBER Of BROWN-BAg SESSIONS to help our members to learn more about basic social media strategies. In late May, we were able to move from skill-building roundtable discussions to a dialogue about the importance of technology for effective non-profits and what grantmakers could do to support this work.

At this session, ZeroDivide and the Mitchell Kapor Foundation presented findings from their new report, Mobilizing Communities in a Connected Age: Funding Innovation in Advocacy. Panelists, including Raven Brooks from Netroots Nation, Rashad Robinson from ColorOfChange.org and Jeff Perlstein from ZeroDivide™, talked about lessons learned from integrating technology such as Web 2.0, social media, and cloud computing into a variety of advocacy organizations.

The report found that the most successful organizations had leaders that actively fostered efforts to weave technology practices throughout all aspects of their organization’s work. It recommended that nonprofits and funders look at increasing the capacity for social impact technology as a leadership development issue.

The report highlighted specific ways that funders can increase the use of technology to amplify social impact, including:

• Providing grantees with access to technology consultants.• Funding technology capacity over the long-term – not just “hardware

or software tied to specific initiatives that expire after a defined period of time.” • Taking a leadership role in helping the philanthropic community

understand “the importance of funding technology.”• Building a community of practice where grantees can connect

with peers and industry experts.• Providing staff and grantees with exposure to “new tools, trends and ideas.”

Grantmaker Education

Taking Social Media to Scale Funding Innovation in Advocacy gRANTMAkER SkILL-BUILDINg WORkSHOP

DIRECT ENgAgEMENT: One of NCG’s priorities is to serve as the premiere provider of grantmaker education and convening opportunities for our members. These technology sessions are examples 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:

NCg Professional Development

www.ncg.org/mobilizing

“Alcario and I are often the only Latinos in the room when we go to conferences for family foundations. We’d like to see more diversity in those rooms – as well as in leadership positions across the philanthropic and nonprofit sectors.”

—CARMEN CASTELLANO, CASTELLANO FAmILY FOUNDATION

“It’s a challenge to connect with other donors of color throughout the field – but it’s especially tough for younger people to make connections. That’s why it’s so wonderful to have NCG invested in hosting dialogues to begin to change this dynamic.”

— ALLISON SPARKS, PROGRAm OFFICER, CHILD WELFARE, STUART FOUNDATION

IN SEPTEMBER, NCg’S fAMILY PHILANTHROPY EXCHANgE held their Stories that Inspire program, this time featuring Carmen Castellano of the Castellano Family Foundation, one of the few Latino family foundations in the country.

In 2001, Carmen and her husband, Alcario, cashed in a $141 million Lotto ticket, the largest Super Lotto Plus single-ticket-holder payout in the 25-year history of the California State Lottery. Sharing her story with NCG’s family foundation members, Carmen recalled immediately finding a pad of paper and a pen so that she could make a list of all the organizations to which they could give money.

In a talk full of inspiring stories about her parents and her childhood in a multicultural neighborhood, Carmen talked about conducting research about philanthropy and finding that not nearly enough philanthropic dollars were being allocated to communities of color. Six months after winning the Lotto, the family established the Castellano Family Foundation to support Latino arts, culture and leadership in an effort to address that deficit.

Carmen noted that supporting diversity shouldn’t end with grantmaking. The Castellano Family Foundation also encourages their grantees to diversify their boards and staff so that they have the cultural competency to work with the diverse communities they serve. She encouraged NCG members to use this type of approach to help increase diversity in the philanthropic and nonprofit sectors.

Grantmaker Convening

Building Diversity in PhilanthropyThe Castellano FamilySTORIES THAT INSPIRE

PhOtO COurtesy Of the CastellaNO family

DIRECT ENgAgEMENT: One of NCG’s priorities is to serve as the premier provider of grantmaker education and convening opportunities for our members. The Family Philanthropy Exchange is one of our affinity networks, which allows family foundation staff the opportunity to connect with their peers to learn best practices in family philanthropy.

fOR MORE INfORMATION, PLEASE vISIT:

NCg’s family Philanthropy Exchange

www.ncg.org/fpe

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“You can have a lot of energy, it doesn’t mean you have power.”

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“This exciting event challenged our thinking about how movement building has changed in recent years—and how funders can support them.”

SANDRA BASS, PROGRAm OFFICER, POPULATION & REPRODUCTIVE HEALTH

THE DAVID & LUCILE PACKARD FOUNDATION

“How change happens, is changing…[We have to] recognize there’s terminology we don’t have. Occupy Wall Street isn’t a movement. It’s a swarm.”

Van Jones on changes in movement building :

“At some point, you need to go from anger to answers or it sours.”

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IN NOvEMBER, NCg & THE COMPTON fOUNDATION CO-SPONSORED a session with Van Jones, a leading national social activist, nonprofit leader and president of Rebuild the Dream, to discuss the implications of the Occupy Wall Street movement and the opportunity for a coordinated philanthropic response. Katherine Fulton, president of the Monitor Institute, led the conversation in a packed room at the Mitchell Kapor Foundation.

Jones’ interest in Occupy Wall Street had evolved from researching the Tea Party movement and exploring the structural commonalities between the two to discern the changes taking place in how social and political movements are being built.

As Jones pointed out, “There is no Tea Party. You can’t get in a cab and say, ‘Take me to Tea Party headquarters because there are no headquarters…The Tea Party is an open-sourced brand that affiliates use, but don’t own.”

During the talk, he described how the Tea Party talks about individualism, but acts as a collective body. For example, the Tea Party’s “Contract From America” was written by approximately 50,000 people working online through a wiki. Jones explained that progressive movements use the opposite formula: they talk about solidarity, yet act individually. If progressive groups could learn to act collectively, their efforts could have a much bigger impact. Occupy Wall Street is proof that this strategy is effective.

Jones also pointed to the millennial generation as one of Occupy’s key ingredients. They are the biggest generation in American history and a tech-savvy group interested in using technologies in unforeseeable ways. He compared their impact to the Baby Boomers’ influence on the Civil Rights Movement.

Jones made the case that the Occupy movement is about economic change and that change will only be possible through the use of technological innovation and social entrepreneurship, which the philanthropic sector can help support. He ended with a list of ideas for funders who want to support the Occupy movement, including going to a protest to understand its language and needs, supporting organizations that can serve as a bridge between protestors and policymakers and bolstering small groups who are already working with Occupy.

Grantmaker Education

Responding To Occupy Wall Street IMPLICATIONS & OPPORTUNITIES fOR PHILANTHROPY

PhOtO COurtesy by steve rhOdes Of sfist.COm

fOR MORE INfORMATION, PLEASE vISIT:

NCg’s Briefings & gatherings www.ncg.org/briefings

A Conversation With van Jones Write-up www.ncg.org/occupy

DIRECT ENgAgEMENT: One of NCG’s priorities is to serve as the premiere provider of grantmaker education and convening opportunities for our members. This session with Van Jones 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.

nonprof i t tu rnaround workshop power to the peop le

co l l aborat ive s t ra teg ies fo r i nc reas ing po l i t i ca l and

economic democracy in commun i t i es o f co lo r food

access : c reat ing an equ i tab le food economy address ing

the d i sparate impact o f fo rec losure on househo lds and

commun i t i es o f co lo r funder d ia logue on program re la ted

investments you ’ re h i r i ng an in te rn now what? immigrat ion

as a wedge i ssue imp l i cat ions fo r funders 10 years a f te r

9/ 1 1 : d ia logue on a rab midd le easte rn mus l im and as ian

commun i t i es conf ront ing bu l l y ing and cyberbu l l y ing : what

ro le can funders p lay? foundat ion center open house s tor ies

that onsp i re : the caste l l ano fami ly ’s ph i l an throp ic journey

suppor t ing vete rans and tak ing nat iona l p r io r i t i es loca l

the dec l ine o f loca l c iv i c journa l i sm : new ideas fo r med ia

g rantmak ing a conversat ion w i th van jones : ph i l an throp ic

suppor t fo r movement bu i ld ing - the tea par ty, occupy wa l l

s t reet and ph i l an thropy fami ly ph i l an thropy exchange 201 1

docket ta les fund ing progress ive o rgan izat ions : manag ing

the r i sk annua l meet ing corporate cont r ibut ions roundtab le

mak ing i t work opt im iz ing techno logy too l s fo r corporate

g iv ing programs independent sector d i scuss ion group l i v ing

w i th the gates foundat ion corporate ph i l an thropy inst i tu te

chang ing env i ronment , new oppor tun i t i es mob i l i z ing

commun i t i es i n a connected age : fund ing innovat ion in

advocacy ag ing amer ica and why i t mat te rs to your m iss ion

ba lanc ing data and des i re : the sc ience and a r t o f fami ly

g iv ing foste r ing c iv i l d i scourse and to le rance in tu i t i ve

grantmak ing : t rust and inst inc t i n fami ly ph i l an thropy

keep ing grantmakers and grant seekers f rom drown ing in

paperwork do more than g ive : the s i x p ract i ces o f donors

who change the wor ld va lues to ac t ion at the grauste in

memor ia l fund re l i e f and recovery : what g rantmakers need

to know about j apan the fu tu re o f ph i l an thropy ra t ing

systems : what ’s i n i t fo r you? fami ly m iss ion s tatements :

bu i ld ing a so l id foundat ion fo r your fami ly e th ics in fami ly

ph i l an thropy : r ight vs . r ight dec i s ion-mak ing d i sc re t ionary

grants : encourag ing par t i c ipat ion…or pandora ’s box? sma l l

schoo l s movement : l essons l ea rned f rom t rans forming new

york c i ty ’s h igh schoo l ncg connects : the federa l budget and

i t s impact on the nonprof i t sector connect ing the dots on

the budget dea l : beyond po l i t i cs - nav igat ing the new rea l i ty

37IN 2011 NCG PROVIDED 37 DIFFERENT BRIEFINGS AND GATHERINGS

WHICH CONVENED OVER 700 PARTICIPANTS 11

annual california budget analysis

social media brown bag strategy

social media brown bag

fundraising financial analysis

201: assessing financial health

of nonprofits full day advanced

nonprofit financial assessment

case studies building is not buying:

a model of strategic grantee

engagement new grantmakers

institute annual california budget

analysis: follow-up webinar

with nonprofit finance fund

11IN 2011 NCG PROVIDED 11 SKILL-BUILDING

WORKSHOPS THAT SERVED NEARLY 400 PEOPLE

“NCG can serve a unique and necessary regional role by monitoring issues of potential impact to the sector, sharing information on pending items of concern, and when necessary, speaking in defense of the sector.”

—DANIEL ZINGALE, SENIOR VP, HEALTHY CALIFORNIA,

THE CALIFORNA ENDOWmENT

PUBLIC POLICY PHILANTHROPY DIgEST

In 2011, NCG launched a collaborative effort with San Diego Grantmakers and Southern California Grantmakers to produce a quarterly newsletter that highlights policy updates at the federal and state level. This year, the Public Policy Philanthropy Digest covered topics such as changes in IRS regulations, issues over Congressional redistricting and issues with both the federal and California state budgets.

“We live in a time when the philanthropic climate changes almost daily. One area where this change occurs is in public policy. It is important that our electeds in Sacramento have relationships within our sector and develop a deeper understanding of our work. NCG is taking on the charge to make our sector more visible to policy makers, to develop stronger relationships in Sacramento and to follow the legislation and regulation more closely.”

—JUDY PATRICK, PRESIDENT & CEO, WOmEN’S FOUNDATION OF CALIFORNIA

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IN SEPTEMBER, NCg STAff AND BOARD SPENT THE DAY IN Sacramento, visiting state legislators at the State Capitol and holding a board meeting at the Sierra Health Foundation’s Nonprofit Innovation Center.

The goal for the visit to the State Capitol was to build working relationships with policymakers in order to position NCG as a resource for connecting the public sector to philanthropy and as a partner in shared efforts to strengthen the communities of California.

We met with staff from the offices of Senator Mark Leno (District 3), Senate President pro Tem Darrell Steinberg (District 6), Senator Loni Hancock (District 9) and Speaker of the Assembly, John A. Pérez (Assembly District 46). These visits were a very successful first step in laying the groundwork for relationship-building between our sectors.

Since we are focused on many of the same issues as our state legislators, we will be working more and more closely with legislative staff in Sacramento to stay on top of ongoing budget conversations, legislative priorities and possible opportunities for public-private collaboration.

During the NCG board meeting in Sacramento, the board members dug more deeply into the question of what NCG’s role is in the policy arena. After conducting some research, the board decided to revive the “Legs & Regs” function of the Public Policy Committee. This committee will lead efforts to track policy issues and build relationships with policymakers. When particular legislative or regulatory issues have sector-wide impact, this group will recommend that NCG respond on behalf of its members.

To strengthen our sector, provide transparency and enable effectiveness, the Public Policy Committee will continue to explore new ways to build bridges between policymakers and grantmakers and to respond to issues related to philanthropy and our communities.

PROMOTION Of THE fIELD: One of NCG’s priorities is to strengthen its capacity in public policy, as a provider of policy-related grantmaker education and as an effective policy link and resource for the northern California grantmaker community. The visits to the State Capitol, the “Legs & Regs” sub-committee and the Public Policy Philanthropy Digest are examples of our efforts to become a more comprehensive policy resource for our members.

Promoting the Field of Philanthropy

Building Relationships with Policymakers A fOCUS ON ISSUES WITH SECTOR-WIDE IMPACT

fOR MORE INfORMATION, PLEASE vISIT:

NCg goes to Sacramento www.ncg.org/sacramento

NCg Public Policy Committee www.ncg.org/ppc

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“That you have enough experience on which to reflect and from which to learn and

have time to experience new things and go in different directions.”

“30 is when you know who you are but [are] still exploring many possibilities.”

“Turning 30 means maturity and poise. It also means a realization that you are not yet even halfway through your journey, but with your maturity you can look back and learn from your mistakes and apply them to your tomorrows. Turning 30 is about your future because your past is small in comparison.”

NCG Members Share—What Did Turning 30 Mean to You:

Turning 30 was scary, until I crossed the threshold, then I realized that I was just hitting my stride...go for it NCG!

“NCG must recognize the growing dimensions of grantmaking approach and practice, and be prepared to serve and lead a new configuration of grantmakers for effective and impactful giving.”

—COLIN LACON, PRESIDENT & CEO

NORTHERN CALIFORNIA GRANTmAKERS

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THE PAST fEW YEARS HAvE SEEN DRAMATIC SHIfTS IN THE fIELD Of philanthropy, including the range of people who participate in philanthropy, the increased importance of networks as a tool for social change, and the larger scale of challenges the field seeks to address. NCG must make corresponding changes in how we provide education, advocacy and networking opportunities to our members.

To explore our role in the future, NCG identified some key questions that must be answered:

• How do we provide value to the field of philanthropy?

• How do we provide value to its members?

• What changes are on the horizon for philanthropy?

• What do these changes mean for our members?

• How can we help our members explore and adapt to these changes?

In 2012, NCG will use these questions to create a map for the future that recognizes these changes, identifies who we seek to serve, and articulates what we can effectively provide to those people and institutions.

Tracking & Trends

Exploring the Future of NCG STRATEgIC vISIONINg

TRACkINg AND TRENDS: As NCG seeks to serve as the representative voice of philanthropy in the region, we must recognize the growing dimensions of grantmaking approach and practice. Programs and resources must be rationalized to create value for a range of structures for engaged giving. The Strategic Planning process is a central way the organization will look ahead at the changing environment and be prepared to serve and lead a new configuration of grantmakers and their reach for effective and impactful giving.

fOR MORE INfORMATION, PLEASE vISIT:

NCg Planning www.ncg.org/planning

OVER THE YEARS

A GLImPSE BACK INTO

NCG ARCHIVES

NCG ARTICLES OF INCORORATION, 1981

WHAT WE’VE LEARNED, 1995 NCG’S TASK ON HOmELESSNESS

RETROSPECTIVE ON SIX YEARS OF GRANTmAKING

EARTHQUAKE BULLETIN: FINAL REPORT, 1990 10 YEAR ANNIVERSARY OF LOmA PRIETA REPORT OUTLINING DISASTER RELIEF AND RESPONSE EFFORTS

A NEW PARTNERSHIP, 1983 FIRST REPORT OF NCG’S ARTS LOAN FUND DETAILING ACTIVITIES AND GRANTEE AND FUNDER EXPERIENCES

PERSPECTIVES ON COLLABORATIVE FUNDING, 1985 REVIEW OF THE WIDE-RANGING COLLABORATIVE ACTIVITIES NCG mEmBERS HAD BEEN INVOLVED IN TO DATE

t

t

THEY COLLECTIVELY GAVE OVER $3 BILLION

REPRESENTING 46% OF ALL GIVING IN CALIFORNIA

36%

18%

16&

10%

7%

6%

6%

THEY REPRESENT

A DIVERSE RANGE OF GIVING TYPES:

family fOuNdatiONs

Private fOuNdatiONs

COrPOrate fOuNdatiONs

Other tyPes

GOverNmeNt GraNtmakers

COmmuNity fOuNdatiONs

PubliC fOuNdatiONs

{ PhilaNthrOPiC advisOrs 3%PubliC Charities 3%fOCus fuNds 1%GiviNG CirCles 1%iNtermediaries 1%dONOr advised fuNds 1%federated fuNds 1%OPeratiNG fOuNdatiONs 1%

}

AND TODAY

IN 2011

NCG CONVENED AS A

NETWORK OF

154 INSTITUTIONS &

MORE THAN 1,600

INDIVIDUALS

} 16%stateWide

14%

lOCal38%

reGiONal

24%NatiONal

8%iNterNatiONal

THEY SUPPORT

A VARIETY OF ISSUE AREAS:

EDUCATIONsocial Justicearts & cultureeconmic development

humaN serviCes children & youthenvironmentHealth

sCieNCe & teChNOlOGy

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Inspiration, Community & Leadership

2011 Members & Donors INCLUDING fOUNDINg MEMBERS Of NCg fROM 1981 & ADDITIONAL CONTRIBUTORS

LIfETIME MEMBERCaroline Tower

ORgANIzATIONSAAA InsuranceAdminiTrust LLCAdobe FoundationAkonadi FoundationThe Jenifer Altman FoundationAtkinson FoundationBank of America FoundationBank of MarinBanks Family FoundationS.D. Bechtel, Jr. FoundationBlue Shield of California FoundationThe Bothin FoundationFrank H. and Eva B. Buck FoundationCalifornia Bar FoundationCalifornia Consumer Protection

FoundationCal HumanitiesThe California EndowmentCalifornia HealthCare FoundationCalifornia HIV/AIDS Research ProgramThe California Wellness FoundationCandelaria FundMarguerite Casey FoundationChamberlin Family FoundationJPMorgan Chase & Co.The Christensen FundCisco SystemsCity of Berkeley, Civic Arts ProgramCity of Oakland, Cultural Arts &

Marketing DivisionCity of Sacramento Metropolitan Arts

Commission

City of San Francisco Arts Commission

City of San Francisco, Department of Children, Youth & Their Families

City of San Francisco, Grants for the Arts

City of San Francisco, Mayor’s Office of Housing, Community Development Division

City of San Jose, Office of Cultural Affairs

The Clorox Company FoundationCollege Access Foundation of CaliforniaColumbia FoundationCommunity Foundation of Santa Cruz

CountyCompton FoundationS. H. Cowell FoundationWilliam H. Donner FoundationDunspaugh-Dalton FoundationThe Durfee FoundationEast Bay Community FoundationeBay FoundationThe Endurance FundEF (formerly Entrepreneurs Foundation)Family Philanthropy AdvisorsFirelight FoundationFirst 5 Alameda CountyFirst 5 Solano CountyFledgling FundFleishhacker FoundationThe Flora Family FoundationThe Ford FoundationFrench American Charitable TrustFriedman Family FoundationFull Circle FundGagarin Trust

Gap Inc.The Fred Gellert Family FoundationGenentech Foundation The Wallace Alexander Gerbode

FoundationGive Something BackGive2AsiaLisa and Douglas Goldman FundRichard and Rhoda Goldman FundEvelyn and Walter Haas, Jr. FundJoanne and Peter Haas, Jr. FundMimi and Peter Haas FundWalter and Elise Haas FundCrescent Porter Hale FoundationThe Hearst FoundationsClarence E. Heller Charitable

FoundationThe Hellman Family FoundationThe William and Flora Hewlett

FoundationHispanic Foundation of Silicon ValleyHorizons FoundationHumboldt Area FoundationThe James Irvine FoundationGeorge Frederick Jewett FoundationJewish Community Endowment FundThe Ken and Judith Joy Family

FoundationJunior League of San FranciscoKaiser PermanenteKalliopeia FoundationMitchell Kapor FoundationW. K. Kellogg FoundationThe Kimball FoundationDavid L. Klein, Jr. FoundationKoret Foundation

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NCG members eNJOy the 2011 aNNual meetiNG

Leavens FoundationDean & Margaret Lesher FoundationThomas J. Long FoundationThe Marcled FoundationMarin Community FoundationMcKesson FoundationThe Joseph R. McMicking FoundationMedia Democracy FundMicrosoft CorporationGordon and Betty Moore FoundationMoss Adams FoundationOpen Society FoundationsOracle USA, Inc.Orrick, Herrington & Sutcliffe

Foundation Pacific Forest and Watershed Lands

Stewardship CouncilPacific Gas and Electric CompanyThe David and Lucile Packard

FoundationThe Lucile Packard Foundation for

Children’s HealthPajaro Valley Community Health TrustPenney Family FundPhilanthropic Ventures FoundationJohn & Lisa Pritzker Family FundQuixote FoundationKenneth Rainin FoundationRappaport Family FoundationREDFThe Richmond Community FoundationRockefeller Philanthropy AdvisorsRosenberg FoundationSalesforce.com FoundationThe San Francisco FoundationThe Charles Schwab Foundation

Shinnyo-en FoundationSierra Health FoundationSilicon Valley Community FoundationSilver Giving FoundationPatricia D. & William B. Smullin

FoundationSobrato Family FoundationY & H Soda FoundationThe Special Hope FoundationThe Springcreek FoundationW. Clement and Jessie V. Stone

FoundationLevi Strauss FoundationStuart FoundationMorris Stulsaft FoundationStupski FoundationSV2Target CorporationTCC Group, San Francisco OfficeThe Thomson Family FoundationTides FoundationTomKat Charitable TrustUnion BankUnited Way of the Bay AreaWayne and Gladys Valley FoundationVanLobenSels/RembeRock FoundationVodafone Americas FoundationThe Walther FoundationLawrence Welk FoundationWells Fargo FoundationThe Whitman InstituteThe Women’s Foundation of CaliforniaZellerbach Family FoundationZeroDivide™

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Northern California GrantmakersAnnual Report

30 years of INSPIRATION + COMMUNITY + LEADERSHIP

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NCG offices are located at 625 market Street, Suite 300

San Francisco, California 94105

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