a part of you THE SAN DIEGO FOUNDATION 2006 ANNUAL REPORT The San Diego Foundation’s purpose is to improve the quality of life within all of our communities by promoting and increasing responsible and effective philanthropy. Entrusted with this responsibility, we have a four-part mission. Our mission is to: Serving all the • Assist donors to BUILD and PRESERVE communities within permanent assets for charitable purposes the San Diego region in all of San Diego’s communities; • MONITOR and ASSESS changing needs; • Meet those NEEDS through financial awards and organizational support; • CONVENE members of the community to The San Diego Foundation Office Locations • Main Office – Liberty Station (619) 235-2300 PROMOTE creative dialogue and action • Rancho Bernardo (858) 385-1595 on issues affecting our communities. • Solana Beach (760) 269-3880 iving a part of ourselves for others is one of the greatest forms of generosity we can bestow. And those who make “giving” a Gpart of their lives, find that the joy they bring to others leads to joy they feel themselves. At The San Diego Foundation, giving has been a part of our very core for over 30 years. It is a part of our donors, volunteers, staff, and of those we partner with. It is the way we think about our community and the world around us. Giving is a part of us that not only touches the lives of those we help, but it touches our own lives by becoming a part of who we are. In the following pages we will introduce you to some of the people and organizations who have made giving a part of their lives. We will also introduce you to some of the beneficiaries of their endeavours. While you are reviewing these pages, please take a moment and ask yourself, is it a part of you? LETTER FROM THE FOUNDATION ...the San Diego Way: people caring for people, giving and making a difference. T HAS BEEN AN HISTORIC YEAR FOR THE SAN DIEGO This year saw a most important develop- adding to the one you have, FOUNDATION AND THE COMMUNITY WE SERVE. ment for our generation as well as those to contributing to the Fund for the IAt our 30th Anniversary Celebration, follow: the creation of the Fund for the Common Good, becoming a Friend of Common Good. This endowment fund The Foundation, and most importantly, The Foundation launched Endow San Diego and announced the Nonprofit Partnership, addresses the changing needs of our supporting the causes and nonprofit an unprecedented alliance of nonprofit community now and far into the future, organizations you love. organizations building tens of millions of and it characterizes the San Diego Way: dollars in endowments that will become a people caring for people, giving and permanent well of support for charitable making a difference. causes now and for generations to come. Wrapping up the year, yet another mile- In the wake of these momentous events, stone took shape: the purchase of a building The Foundation’s volunteer North County to become home to The San Diego Coastal and North County Inland Civic Foundation and the San Diego Women’s Alliances were established, and Regional Foundation. Please turn to page 4 to learn Outreach staff began work in our new about this new center for charitable giving. North County offices in Solana Beach and As The San Diego Foundation settles into BRUCE G. BLAKLEY, CPA BOB KELLY Rancho Bernardo. its new home, we invite you to visit us, to Chair of the President & CEO, participate by creating a charitable fund or Board of Governors The San Diego Foundation 2005-2007 2 THE SAN DIEGO FOUNDATION / 2006 ANNUAL REPORT THE SAN DIEGO FOUNDATION 2006 ANNUAL REPORT CARING FOR THE COMMON GOOD COMMUNITY IMPACT Highlights from 2005-2006 ....................................................4 Understanding the San Diego Region ..............................42 Endow San Diego ........................................................................7 Community Impact Grants Program The Fund for the Common Good ........................................10 Arts & Culture Working Group ......................................44 Friends of The Foundation......................................................12 Civil Society Working Group ..........................................46 Environment Working Group ..........................................48 A FOUNDATION FOR YOUR PASSION Health & Human Services Working Group ................50 Donor Services ............................................................................14 Science & Technology Working Group........................52 Setting Up a Fund ......................................................................16 Community Scholarship Program ................................54 Ways to Give ................................................................................17 Information for Professional Advisors ................................17 STRENGTHENING NONPROFITS New Funds Organizational Success Program ........................................56 Endowment Funds................................................................18 Organizational Success Working Group ....................58 Legacy Funds ........................................................................22 Nonprofit Partnership Program of Endow San Diego ......57 Legacy Members ..................................................................25 Nonprofit Resource Center....................................................60 Non-endowment Funds ....................................................28 Nonprofit Agency Funds ..................................................35 LEADERSHIP Board of Governors ..................................................................61 Volunteers and Committees ..................................................72 Staff ................................................................................................74 FINANCIAL HIGHLIGHTS Assets and Investments ..........................................................77 Contributions to New and Existing Funds ......................79 THE SAN DIEGO FOUNDATION / 2006 ANNUAL REPORT 3 We hope you will visit and feel at home in The San Diego Foundation’s new facility. HIGHLIGHTS FROM 2005-2006 At a Glance GIFTS Residents of San Diego County contributed $48 million in outright gifts to new or existing funds, increasing The San Diego Foundation’s capacity to strengthen the A Move with Meaning community. During this momentous 30th Anniversary Year, our Board of Governors made an historic decision: to purchase a building that would become the GRANTS permanent home to The San Diego Foundation and the San Diego The Foundation awarded a record-breaking $50 million Women’s Foundation. It is anticipated that this facility will house other to nonprofit organizations. Nearly $2.3 million was foundations as well, and that it will become a true center for charitable awarded in scholarships, which is more than the last giving for the San Diego region. two fiscal years combined. In October 2006, this facility came to life in the heart of Liberty Station NEW FUNDS adjacent to the NTC Foundation complex. Proximity to this historic 140 new funds were created, including 64 new locale, which is fast becoming a nonprofit hub, is an imminently appro- endowments. priate location for The San Diego Foundation. As such, The Foundation’s ASSETS relocation can be considered a “move with meaning.” CARING FOR THE COMMON GOOD THE COMMON CARING FOR The Foundation’s assets have grown 365% in the past decade – from $137 million in 1996 to $500 million in 2006 – placing The Foundation fifth among the com- WE’RE GREEN! munity foundations in California and 22nd among more than 700 community foundations in the United States. In keeping with The San Diego Foundation’s commitment to environmental conservation and cutting-edge technology, this project utilizes sustainable design and construction INVESTMENT RATE OF RETURN 1 Year 3 Year 5 Year 10 Year ® practices and technologies. The Foundation expects to receive LEED Green Building 10. 3% 12.2% 6.7% 8.5% Certification, a national standard emphasizing state-of-the-art strategies for energy efficiency, materials selection, water savings and indoor environmental quality. 4 THE SAN DIEGO FOUNDATION / 2006 ANNUAL REPORT HIGHLIGHTS FROM 2005-2006 Fallbrook Palomar Mountain Bonsall Pauma Valley Valley Center Warner Springs REGIONAL OUTREACH Oceanside Vista Santa Ysabel The San Diego region is made up of many towns and Escondido Borrego Springs Carlsbad San Marcos communities, each with its own personality and feel. As a Encinitas Neighborhood Grants Program Rancho Santa Fe Ramona region, we come together and use our collective strength to Cardiff-by-the-Sea In June 2006, the Civic Alliances created the Solana Beach Rancho Bernardo build a brighter future for everyone. That’s what a community Del Mar Penasquitos Poway Neighborhood Grants Program to foster Carmel Valley foundation is all about – neighbors coming together in their Julian neighborhood cooperation and connection. neighborhoods, school districts, and cities throughout San The Alliances will each distribute $10,000 in Diego County to enhance the common good. CIVIC ALLIANCES grants to resident-initiated programs designed to enhance and stimulate interest In an effort to better serve communities region-wide, The San n North County Coastal Alliance in improving the quality of life in local Diego Foundation has embarked upon a Regional Outreach North County Inland Alliance GOOD THE COMMON CARING FOR n neighborhoods. initiative. Through Regional Outreach, our goal is to enhance our