Leadership Message
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Leadership Message 35 Years of Giving o celebrate 35 Years of Giving, this annual report provides a look back at our work encapsulated in previous annual reports along with a collage of the many people behind the work of The San Diego Foundation. T This is a gift to our community as a one-of-a-kind, comprehensive, It was most gratifying to us that more than 1,600 people attended interactive database to best inform donors of the meaningful our 35th Anniversary Celebration to honor the abundance of altruism work of these organizations. There is no cost to nonprofit of our donors and volunteers which allowed us to grant more than organizations to complete their online portraits, or snapshots. $43 million last year. Throughout this publication, we highlight This service provides donors with information to give better – the great successes of the immediate past fiscal year, but also both more focused and directed. commemorate the milestones since 1975. We celebrate with you and Looking back, we are very proud of the work we and our donors because of you. have accomplished together this past fiscal year. Yet, there is much While our local economy has not recovered to its maximum more we can and will do. The key to implementing our ongoing potential, there is inertia of positive improvement. Most impressively, strategic priorities is a plotted course for the San Diego region’s we have witnessed the generous spirit of San Diegans to continue future. For this reason, The San Diego Foundation has launched supporting the needs of our community in spite of the downturn. our Regional Vision Initiative. This effort will compile and prioritize The Foundation’s role of connecting philanthropists with meaningful the needs of all San Diegans and outline the efforts we must take and purposeful nonprofits and causes has never been more critical. together to support, enhance, enrich, and preserve our city and the Navigating through a dour economy, we must continue to provide a entire region. To restore our economic vitality and quality of life, we roadmap to community engagement and convene experts who can call for your support to charter this journey with us. assess the landscape ahead. Look for some exciting announcements in the coming year. As an important first step, we supported our nonprofit organizations by launching BetterGiving (www.sdfoundation.org, click on BetterGiving). Jerry Hoffmeister Bob Kelly Chair, Board of Governors, The San Diego Foundation President & CEO, The San Diego Foundation The San Diego Foundation | Annual Report 2010 1 Vision & Mission Vision for the Community Our vision is a community where generosity and civic engagement are valued and practiced by all Values for The San Diego Foundation people in service to the common good. The San Diego Foundation has six values for our region – stewardship, community, collaboration, inclusion and equity, service, and legacy. Throughout Mission this Annual Report, we highlight these values which are indicated by our logo. The mission of The San Diego Foundation is to improve the quality of life in all of our communities by providing leadership for effective philanthropy that builds enduring assets and by promoting community solutions through research, convenings and actions that advance the common good. Visit Our New Web Site! Preserve the Past. Protect What’s Good. Create a Better Future. Click. Explore. Give. Receive. Generosity never loses its value. sdfoundation.org Contents Charitable Giving 3-19 Environment 32 La Jolla Community Foundation 48 New Endowment Funds 4-5 Health & Human Services 33 Oceanside Charitable Foundation 49 New Non-Endowment Funds 6-11 Organizational Success 34 Rancho Bernardo Community Foundation 50 New Legacy Funds 12-14 San Diego Teachers’ Fund 35 Chula Vista Charitable Foundation 51 Legacy League 15-18 Scholarships 36 Ramona Community Foundation 51 How to Open a Fund 19 Science & Technology 37 Volunteers 52-62 Donor Experience & 20-22 Partner Organizations Board of Governors 54-59 Engagement San Diego Regional Disaster Fund 38 Volunteers 60-62 San Diego Women’s Foundation 39 Financial Highlights 63-71 Civic Leadership 23-42 List of Grantees 40-41 Civic Engagement 24-25 Financial Information 64-65 Fund for the Common Good 42 Friends of The Foundation 26-27 List of Contributors 66-71 Programs 28 Community Foundations 43-51 To Honor Arts & Culture 29 4SRanch~Del Sur Community Foundation 45 Spotlight on a Legacy Gift: 72 Balboa Park Trust 30 Carlsbad Charitable Foundation 46 Joan Marie Stevens Civil Society 31 Escondido Charitable Foundation 47 In Memoriam 72 2 The San Diego Foundation | Annual Report 2010 CHARITABLE GIVING The San Diego Foundation Values Inclusion & Equity We respect and value the contributions and experiences of all members of our community in the work that we do. 1975 Incorporated as the San Diego Community 1978 1980 Foundation to build permanent charitable assets for the benefit of San Diegans Preserved Spruce Street Bridge Opened the McKinnon Fund and the surrounding open through a gift by former U.S. Ambassador Ted Gildred provided the space through a major gift Congressman Clinton initial gift to incorporate The Foundation from Virginia McKinsey Smith D. McKinnon and his 1976 1979 wife Lucille Assisted in the rebuilding Distributed our first grants supporting the of the YWCA organization now known as San Diego ARC, the historical preservation of the La Jolla Women’s Club and the founding of what is now known as LEAD San Diego an Diegans are passionate about a myriad of issues than $700 million into the community over our 35-year history. This is and initiatives, and thousands generously preserve their only possible because our incredibly generous donors continue to be passions by giving to The San Diego Foundation. These committed to giving in all times whether austere or prosperous. Giving is Sindividuals, organizations and foundations rely on our integral to the cultural fabric of San Diegans. Give for the expertise in charitable giving and our assessment of the needs of the Our generous donors give through a variety of fund options. On the Greater Good. San Diego region. following pages, we highlight and honor the donors who opened new The pinnacle accomplishment of The Foundation is the granting of more funds during the period of July 1, 2009 to June 30, 2010. New Endowment Funds onors who choose an endowment provide a permanent gift This year, the following new endowments were created at to fund their passion or cause in perpetuity. An endowment The San Diego Foundation. While several are featured on the following page, continues and often increases because a portion of the gift the complete biographical information for every endowment is available on Preserve is preserved and is never spent. The earnings are granted or our web site at www.sdfoundation.org/endowments. Charitable Giving: Endowments Charitable D Your Passion. compounded each year, so the endowment is retained, thereby preserving the longevity of a cause or organization by providing for current and future needs. AAUW East County Legacy Loraine Hindman, the scholarship will be available to students who Foundation Fund have demonstrated a commitment to serving their community. The American Association of University Women works nationwide Arthur J. Jessop Memorial Fund to promote equity for women and girls. With more than 18,000 members in California, AAUW-CA is among the most active and This fund is in memory of Arthur J. Jessop, who loved sailing and diverse organizations for women in the state. The AAUW East County enjoyed seeing youth learn the sport. It has been established to Legacy Foundation Fund will assist in promoting the AAUW mission, support the San Diego Yacht Club Foundation’s youth sailing program, specifically through awarding scholarships and through community so future generations will learn to enjoy this wonderful sport. The involvement. youth program at the SDYC supports teams from many high schools, making sailing available to youth from all over San Diego. MTACSD - Helen B. Goodlin Fund Charlie Jones Fund The MTACSD - Helen B. Goodlin Fund annually awards scholarships The late Charlie Jones spent more than 45 years as a professional to young musicians of San Diego County. Each year, more than 60 broadcaster and an unprecedented 38 years as an AFL and NFL junior and senior high school students audition for the prestigious play-by-play announcer. At NBC, Jones announced 28 different Charlie Jones, sportscaster. awards. Administered by the Music Teachers’ Association of California, sports and three Olympic Games. In 1997, Jones was honored awareness. It gave him great joy to help those less fortunate than San Diego Branch, the fund awards scholarships funded by the with the Pro Football Hall of Fame’s distinguished Pete Rozelle himself, and bring smiles to strangers with random acts of kindness. It interest from the fund. Radio-Television Award. He was the author of more than seven was his hope to continue to make a difference in the lives of others by books, including Heaven Can Wait: Surviving Cancer and The New Hindman Family Scholarship Fund creating an endowment fund at The San Diego Foundation. The Hindman Family Scholarship Fund offers scholarships to York Times bestseller What Makes Winners Win. A long-time La graduating high school seniors who will attend a two-year, trade or Jollan, Charlie was always generous with his time and talent, often vocational school. Established by the estate of Robert E. and Lora volunteering his majestic voice to help nonprofits raise money and 4 The San Diego Foundation | Annual Report 2010 Charitable Giving: Endowments Charitable Rozella E. O’Bryant Animal Fund The Rozella E. O’Bryant Animal Fund was established to benefit the Zoological Society of San Diego, the San Diego Humane Society & SPCA, the Friends of the Sea Otters, and two Yorkshire Terrier organizations.