1. I have gained personally and
professionally from my membership
in SDG for nearly 18 years. And it
keeps getting better and better.
2015 member survey feedback
“
www.sdgrantmakers.org
@sdgrantmakers
Increasing the impact of philanthropy through learning, collaboration, and advocacy.
2015 Annual Report

2. Table of Contents
A Year of Transition. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Capacity Building Campaign
Satterberg Foundation Community Partnership Grant
Collaborations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
By the Numbers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Membership
Learning & Programs
Initiatives. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Real Cost Project
Get On the Map
Leadership. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Leadership Council
Board
Advisory Board
Committees
Staff
2

3. A Year of Transition
Significant investment activates
significant change
By the end of 2015, SDG raised $308,500 of a $410,000, three-
year campaign to build our organizational capacity in order to
improve and expand services in support of philanthropy. SDG
also became the steward of a three year, $3 million Community
Partnership Grant from the Satterberg Foundation for community
projects that promote a just society and sustainable environment.
Of that, $450,000 over three years was earmarked to support
SDG’s capacity, including the hiring of a full-time SDG staff position
dedicated to facilitating member and cross-sector collaboration.
CAPACITY SUPPORT PROVIDERS:
Connie Matsui (Beckman-Matsui Family Fund)
The California Endowment
The California Wellness Foundation
Moxie Foundaiton
Leichtag Foundation
McCarthy Family Foundation
The Parker Foundation
The Patricia and Christopher Weil Family Foundation
Rancho Santa Fe Foundation
San Diego Social Venture Partners
Sempra Energy/SDG&E
Alan and Louarn Sorkin
United Way of San Diego County
Transition to a new database
management+website platform
created by the Forum of Regional
Associations of Grantmakers
aIN DEVELOPMENT
Hire a full-time Senior Director
of Learning and Programs
aDONE!
Strategically align efforts
among the three California
regional associations of
Grantmakers, which has already
begun with having one staff
person provide finance and
operations support statewide.
aACTION PLAN COMPLETED;
IMPLEMENTATION
UNDERWAY
Establish a framework
for facilitating funder
and cross-sector
collaborations
aIN DEVELOPMENT
Conduct a market analysis of
untapped membership potential
aDONE!
Hire a full-time Senior
Director of Collaborative
Philanthropy ($450,000)
aDONE!
Financial reports
will be available
after completion of
the 2015 audit.
Thank you
for your investment in
building San Diego’s
philanthropy
infrastructure.
Satterberg Foundation
Community Partnership Grant
(3 Years)
Capacity Building Campaign
Support The San
Diego Foundation’s
Opening the Outdoors
program in support
of nonprofits that
connect and protect
nature, build trails,
create outdoor spaces,
and get more children
outside ($750,000)
aDONE!
Launch the Social
Equity Funders (SEF)
Leadership Development
Project to connect and
create a countywide
network focused on
empowering leaders
in under-represented
communities ($750,000)
aDONE!
Establish the Social Equity Collaborative
Fund, a pooled grantmaking fund to
support nonprofit collaborative efforts
that contribute to the improved economic,
social, and physical well being of San Diego
County residents ($1,050,000)
aDONE!
3

4. Helping
Grantmakers
Collaborate for
Greater Impact
Many hands make for lighter work...
and greater impact. That’s why we
help funders work together and
with others to address important
community issues. Here are some
highlights of that work in 2015:
Thousands of transitioning military personnel in San
Diego received critical support through zero8hundred,
an organization that emerged from a project of the
Military Family Support Working Group (MFSWG)
and is funded by several MFSWG members. More than
4,200 transitioning Navy and Coast Guard personnel
heard presentations about the services available to
them through zero8hundred; 422 “veterans or spouses
in process” (VIPs) enrolled in the zero8hundred peer
navigator program; and nearly 8,000 unique users
accessed zero8hundred’s online resource portal
(made available in partnership with 2-1-1 San Diego).
zero8hundred achieved unprecedented access to
military personnel and their families during the critical
months before they separate from the military to help
them plan, access services, and enter civilian life ready
to continue to contribute their considerable skills to our
community. In the fall of 2015, Marine Corps Base Camp
Pendleton invited zero8hundred to begin programs at
their site, and a full-time peer navigator was hired.
zero8hundred team members at the 2015 Veterans Day Parade.
Great work by an inspiring leader and
a highly professional and talented staff.
Relevant and informative programs,
timely communication, and fun events…
all around a worthwhile investment!
Lakshmi Paranthaman, Executive Director,
San Diego Social Venture Partners
The landscape of food-related issues, systems, and support
in San Diego was thoughtfully explored by San Diego
Food Funders during their monthly meetings in 2015, with
speakers from a variety of nonprofit, social enterprise, and
collaborative projects. The breadth of issues and desire
of the group to work toward coordinated action led them
to fund a part-time contract position through San Diego
Grantmakers in 2016 that would significantly increase their
capacity for having a presence at community meetings and
identifying funding and advocacy opportunities.
“
4

5. The San Diego Workforce Funders Collaborative (SDWFC) sunsetted as a San Diego Grantmakers member collaboration at the
end of 2015 after a decade of work together. The passage of the federal Workforce Innovation and Opportunity Act (WIOA) in
2015 presented an opportunity for San Diego Workforce Partnership, the SDWFC fiduciary agent, to have greater flexibility and
impact in leading private/public partnerships in workforce development. Similarly, other members of the SDWFC also continue
to address workforce development needs like job training and soft skills through their work throughout the County.
A survey of more than 300 local foster youth ages 18-21
was published by the Transition Age Youth Funders
(TAY Funders) in 2015 as part of the cross-sector
Fostering Futures Initiative. Working together, this group
of philanthropists, nonprofits and government agencies
developed an action plan based on the results of that survey,
supporting their aim to improve outcomes for transitioning
foster youth by developing a regional approach to better
connect them to available resources. In 2015, San Diego
Grantmakers contributed to securing a consultant and
additional financial support for the plan’s implementation.
Equity became a driving force for much of SDG’s
programming in 2015, thanks in large part to the
engagement of the Social Equity Funders (SEF),
combined with national attention on this issue and
grant support from the Satterberg Foundation
Community Partnership Grant. This included:
• Three SEF meetings that brought in outside subject
matter experts to explore issues like wage theft,
boys and men of color, and immigration
• “Rabble Rouser” program with former NAACP
CEO Ben Jealous
• Summer social event at the Museum of Man’s
“Race” exhibit
• Annual Conference session about how to connect
equity to economic prosperity.
Funding from the Satterberg Foundation, The Parker
Foundation, The California Endowment and Ford
Foundation allowed SEF to launch a Leadership
Development Project to create a coordinated
countywide network among organizations focused
on empowering leaders from under-represented
communities. A portion of the Satterberg Foundation’s
three year, $3 million Community Partnership Grant
also seeded a pooled grantmaking fund focused on
collaborative social equity projects set to launch in 2016.
SDG membership is very good value
for the money.
2015 member survey feedback
“
5

6. 33In-person programs
3.6Overall Programs &
Annual Conference Rating
114Total Members
The BetterWorld Trust
Callaway Golf
Cahalin Family Foundation
David C. Copley Foundation
Ellen Marks
FranklinCovey
The Foundation for Prader-Willi Research
Kasperick Foundation
Latina Giving Circle
Meketa Investment Group
Nordson Corporation Foundation
San Diego Housing Commission
Satterberg Foundation
Southwest Airlines
ViaSat
Waitt Foundation
The Vision of Children Foundation
156Annual Conference attendees
By the Numbers
91%Member Retention Rate
Membership
Learning
&
Programs
17New Members
6

7. More than exceeded (my expectations),
the topic sounds very dry but it was
clarified and demystified very well by
the speakers. Thank you!
“The Real Cost Project
In April 2015, Northern California Grantmakers, San Diego
Grantmakers, and Southern California Grantmakers
announced the Real Cost Project, a statewide initiative
to increase the number of funders that provide real-
cost funding -- that is, whose grantmaking decisions are
informed by all of the costs necessary for nonprofits to
deliver on their missions and be sustainable over time.
Instead of focusing on nonprofit “overhead,” the Real
Cost Project encourages a focus on outcomes and the
role funders want their grant dollars to play in achieving
those outcomes.
The Real Cost Project is both a “will building” and “skill
building” initiative guided by the consulting agency
Social Sector Partners that consists of two phases:
Phase 1
The objective of Phase 1 is to raise awareness about the
need for real cost funding, identify the barriers to this
practice, and determine solutions for overcoming those
barriers.
• The report Overhead Madness: A Look at Grantmaking
Policies and Practices in Funding Real Costs in California
(July 2015) summarizes Social Sector Partners’ review
of academic research and qualitative focus groups
with California grantmakers on the topic of funding
nonprofit overhead.
• A second report, Real Cost Project: Barriers to Change
(January 2016), summarizes feedback gathered during
four regional convenings in 2015 to provide funders
with information about the need for real cost funding
and gather their feedback about the barriers to this
practice and potential solutions for overcoming them.
Phase 2
The second phase in 2016 will include opportunities and
resources to help funders implement real cost funding
practices.
Major Initiatives
SDG embarked upon two major
initiatives in 2015 in collaboration
with other regional associations of
grantmakers, both in California and
throughout the country.
7

8. Get On the Map
SDG began encouraging all grantmakers to “Get On the
Map,” part of a nationwide campaign with Foundation
Center to make current grants data from more and
different types of funders available through Foundation
Maps, the Center’s online, interactive mapping platform.
And thanks to grant support from The James Irvine
Foundation, the three California regional associations
of grantmakers jointly launched Foundation Maps
California, a custom version of this mapping technology
that displays information about more than 200,000
grants made by 260+ California grantmakers and is
free to our members!
What You Can Do with Foundation Maps
California:
• View grants data by grantmakers or by recipients
• View grants data on a map or as a list
• View grants data using specific search filters (location,
issue area, population served, grant amount, etc.)
• Find others who are funding in your areas of interest
• Assess funding portfolios and plan for the future
• Demonstrate the scope and reach of your philanthropy
But this tool will only reach its full potential when our
entire community of funders commits to voluntarily
sharing its grants data—become a Foundation Center
eReporter today!
8

9. Leadership Council
We are deeply grateful to our 2015 Leadership Council members for their
extraordinary support:
Board
Connie Matsui, Chair
The San Diego Foundation
Dr. Paula Cordeiro, Treasurer
The James Irvine Foundation
Nancy Sasaki, Secretary
Alliance Healthcare Foundation
Peter Callstrom
San Diego Workforce Partnership
Steve Eldred
The California Endowment
Sharyn Goodson
Jewish Community Foundation of San Diego
Mary Herron
The Parker Foundation
Linda Spuck
Union Bank
Beatriz Palomino Young
Sempra Energy
Christy Wilson
Rancho Santa Fe Foundation
We extend special recognition to Alliance Healthcare
Foundation and The California Endowment for their
generous donation of office space.
2015 Board,
Advisory Board
& Committee Members
Satterberg Foundation
S. Bernstein Fund at the Jewish
Community Foundation of San Diego
Connie Mastui
(Beckman-Matsui Family Fund)
9

10. Communications & Government
Relations Committee
Beatriz Palomino-Young, Chair
Sempra Energy
Steve Eldred
The California Endowment
James Farley
Leichtag Foundation
Tim McCarthy
McCarthy Family Foundation
Theresa Nakata
The San Diego Foundation
Ileana Ovalle Engel
Cox Communications
Nancy Sasaki
Alliance Healthcare Foundation
Finance Committee
Dr. Paula Cordeiro, Chair
The James Irvine Foundation
Ray Ellis
The Parker Foundation
Patricia Mayer
Moss Adams Foundation
Jeremy Pearl
Jewish Community Foundation of San Diego
Governance Committee
David Lynn, Chair
San Diego Social Venture Partners
Connie Matsui
The San Diego Foundation
Mary Herron
The Parker Foundation
Christy Wilson
Rancho Santa Fe Foundation
Advisory Board
William E. Beamer, Esq.
The Parker Foundation
Molly Cartmill
Sempra Energy
Peter Ellsworth
The Legler Benbough Foundation
Gregory Hall
The California Endowment
Valerie Jacobs
Jacobs Family Foundation
Marjory Kaplan
Jewish Community Foundation
Allison Kelly
Qualcomm Incorporated
Janine Mason
Fieldstone Foundation
Tim McCarthy
McCarthy Family Foundation
Judy McDonald
The Parker Foundation
Kathy Patoff
Union Bank
Robert K. Ross, M.D.
The California Endowment
Alan Sorkin
San Diego Social Venture Partners
Chris Weil
The Patricia and Christopher Weil Family Foundation
Committees
Audit Committee
Joanne Pastula, Chair
Thomas C. Ackerman Foundation
Peter Callstrom
San Diego Workforce Partnership
Sharyn Goodson
Jewish Community Foundation
10

11. (Top row, Left to Right) Melissa Leon, Administrative Coordinator,
and Beeta Jahedi, Senior Director of Learning and Programs
(Bottom row, Left to Right) Justin Schaberg, Director of Membership
and Operations; Michelle Slingerland, Director of Communications;
Nancy Jamison, President and CEO; and Megan Thomas, Senior
Director of Collaborative Philanthropy
(Not pictured: Karen Freeman, Finance and Operations Consultant,
and Southern California Grantmakers Vice President, Operations and
Government Relations)
The CEOs of the three California regional associations of grantmakers,
Nancy Jamison, Ellen LaPointe (center), and Christine Essel,
participated in a special White House briefing in September aimed
at developing philanthropy’s long-term engagement in policies
addressing immigration and refugees.
Membership Committee
Linda Spuck, Chair
Union Bank
Trevor Blair
Manpower
Elenore Garton, Ph.D.
Marie C. and Joseph C. Wilson Foundation
Sandra Timmons
The Timmstrom Family Fund
Mary Walter-Brown
Ford Motor Company Fund
Debbie Williams
J.W. Sefton Foundation
Kathy Patoff
Union Bank
Program Committee
Valerie Jacobs, Chair
Jacobs Family Foundation
Renata Hron-Gomez
The Hitachi Foundation
Tracy Johnson
The San Diego Women’s Foundation
Marisa Quiroz
The International Community Foundation
Myeisha Peguero Gamino
JPMorgan Chase & Co.
Allison Kelly
Qualcomm, Inc.
Marianne Campbell
Encore Captial
Jess Yuen
Jacobs Center for Neighborhood Innovation
Darren Schwartz
Jewish Community Foundation of San Diego
11
Staff

12. 5060 Shoreham Place, Suite 350, San Diego, CA 92122 • 858.875.3333 • www.sdgrantmakers.org
SDG is still the best resource for my work.
Debbie Anderson, Programs Director,
Rancho Santa Fe Foundation“