<%@LANGUAGE="VBSCRIPT" CODEPAGE="1252"%> January 2007 Members Only Newsletter

In this issue:

Arizona Youth Philanthropists

Member Q&A

Foundation Faces

Upcoming Events

New Members & Member News

Public Policy Update

News Important to Grantmakers

Useful Resources

Vol. 3, No. 1
January, 2007

AGF Member Exchange is designed to provide timely information to AGF members about important topics of interest to grantmakers. It is also intended to provide a forum for AGF members to share ideas and learn more about each other. We welcome member contributions and hope that we hear from you.

Arizona Youth Philanthropists Gather in Tucson

On Saturday morning, January 20th, 45 youth philanthropists representing seven groups from Prescott, Phoenix and Tucson gathered at Tortolita Middle School in Tucson for the first Youth Grantmakers of Arizona Summit. (A list of Arizona youth philanthropy groups is provided at the AGF website.)


AGF, Social Venture Partners AZ and Every Voice in Action (EVA) co-sponsored the event, with EVA staff handling most of the logistics. Lodestar Foundation provided additional funding. The purpose of the event was to provide a forum for youth grantmakers to 1) get to know each other, 2) share grantmaking experiences and 3) generate ideas on how the youth can support and expand youth philanthropy efforts throughout the state.

To read the entire article click here.

To view the list of Arizona youth philanthropy groups, click here.

MEMBER Q & A

This section usually features results we've tallied in response to member surveys. We�d love to hear from you what questions you�d like to pose to your colleagues. Here are some examples of questions we�ve posed to AGF Members in the past:

  • How does your organization address issues of cultural competency?
  • Does your organization fund internationally?
  • Do you fund programs supporting women and girls?
  • Do you use the common grant application?
  • What is your organization doing to really encourage collaboration?
  • What are the most common mistakes grant seekers make?

Please click here to send us your questions. We�ll feature some of them in future newsletters.

FOUNDATION FACES

This AGF member was born in Pittsburgh, P.A. Her first job was as a Nurses Aid at the Baptist Home in upstate NY.

[Who is it?... Find out!]

 

UPCOMING EVENTS
Unless otherwise indicated, to rsvp for any of these events, contact Madia Logan.

AGF Programs...

February 22, Funding Youth Civic Engagement Programs | This will be an informal session which will allow funders to discuss existing youth civic engagement programs, using materials supplied by various agencies. AGF has invited nonprofits with youth civic engagement programs to submit a brief overview of their program based on a template supplied by AGF. Group facilitators will be grantmakers who have funded the program being discussed, and they would explain what they saw as the strengths/weaknesses of the program. (Open to AGF Members Only)

Feb. 27-28, Council on Foundations and Forum of Regional Associations of Grantmakers sponsor Foundations on the Hill To date six members of AGF will be attending. For more information about how to register, visit http://www.foundationsonthehill.org/

March 22, Utilizing Baby Boomers | This program will involve a discussion of how the nonprofit sector can maximize the potential represented by Baby Boomers who will be undertaking major life changes in the next 20 years. ACF will also report out on the initial results of their Community Experience Partnership Grant from Atlantic Philanthropies. (Open to Nonprofits)

The Forum of Regional Association of Grantmakers Effectiveness and Accountability Educational Series Teleconference | This teleconference series, part of the Forum's Effectiveness and Accountability Educational Series, will feature John Edie of PricewaterhouseCoopers discussing critical issues pertaining to conflict of interest and self-dealing rules. The first session will cover the basics of conflict of interest, including definitions, types of conflicts, and best practices. The second session will focus on self-dealing and intermediate section rules, focusing on basic rules, transactions, disqualified persons, penalties, and exceptions. The third session will examine common problem areas and use real scenarios to explain how the self-dealing rule is applied in different cases.

  • Session One: Introduction to Conflict of Interest Wednesday, March 7: 2:00 - 3:00 p.m. ET
  • Session Two: Basic Self-Dealing & Intermediate Sanction Rules Tuesday, March 20: 2:00 - 3:00 p.m. ET
  • Session Three: Common Self-Dealing Issues and Scenarios Tuesday, March 27: 2:00 - 3:00 p.m. ET

You may register for individual programs or for all three together. The fee structure is: Individual Teleconference $25 Any Two Teleconferences $45 All Three Teleconferences $60 The registration fee includes the teleconference and the supporting materials. Register online at: http://www.regonline.com/119877.

Other Events of Interest...

Feb. 14-16, 2007, Grantmakers In Health Annual Meeting on Health Philanthropy Knowledge to Action: What We�ve Learned to Improve Health

Feb. 25-27, Council on Foundations Family Foundations Conference

Feb. 27-28, Environmental Grantmakers Association Federal Policy Briefing

Feb. 27-28, Council on Foundations Co-Sponsor(s): Forum of Regional Associations of Grantmakers Foundations on the Hill

Feb. 28-Mar. 2nd, Forum of Regional Associations of Grantmakers Forum Winter Conference on Advancing Regional Philanthropy

Mar. 8-9, Center for Effective Philanthropy Conference Assessment to Action: Creating Change, Renaissance

Mar. 19-21, Funders' Network for Smart Growth & Livable Communities Funders' Network 2007 Annual Conference

Mar. 26-28, Grants Managers Network 2007 Conference

April 3 - 5, Native Americans in Philanthropy - Native Philanthropy Institute & Emerging Leaders Summit (Scottsdale, AZ)

April 11-13, Global Philanthropy Forum 6th Annual Global Philanthropy Forum Conference

April 29-May 1, Council on Foundations 58th Annual Conference

NEW MEMBERS!

AGF Welcomes New Members!

Bank of America | Giving is inextricably woven into the fabric of Bank of America. The company and its associates are committed to supporting high-impact initiatives and organizations, developing visionary leaders now and for the future, providing general operating support and funding flexibility, and access to innovative programs that will build strong, diverse communities for the future.

Giving at the national and local levels typically falls into four generic categories: Community Development - with an emphasis on affordable housing, workforce development, and neighborhood revitalization. Education - with an emphasis on K-12, including after-school programs; early childhood development; English as a second language (ESL); financial literacy, and youth mentoring programs. Health and Human Services - with an emphasis on United Way support, affordable child care, family support services, and affordable healthcare. Arts and Culture - with an emphasis on multicultural programs and access to the arts for underserved communities.

Choice Hotels International Foundation | The Choice Hotels International Foundation was established in January of 2000 in order to formalize and focus the company's philanthropic giving. The goals of the Foundation have been enhanced to include guiding the company's overall corporate social responsibility strategy. The Choice Hotels International Foundation grants funds to charitable organizations that meet the Foundation's guidelines and are located in the areas where Choice Hotels International has a corporate presence. The primary areas of focus that define the Foundation's giving are: Providing shelter and food to those in need, Supporting the educational efforts of schools, workforce entry organizations and the hospitality industry, Enhancing the quality of life in local communities where Choice Hotels International has a presence, and promoting the growth and development of tourism.

MEMBER NEWS

The Rodel Charitable Foundation of Arizona Celebrates Exemplary Teachers
The Rodel Charitable Foundation of Arizona will be celebrating the 16 Rodel Exemplary Teachers for 2007 at a banquet in February. These teachers were selected for their exceptional achievement in high-poverty schools and their potential to be outstanding mentors for Rodel Promising Student Teachers. This year, the program expanded to include teachers in kindergarten, special education, and high school math. If you missed any of the winners as they were announced in the Arizona Republic and Arizona Daily Star, you can read their stories at www.rodelfoundationaz.org.

Lynn Timmons, Board Member and Grants Coordinator for the City of Phoenix, was elected to serve as the Vice President of the Arizona Chapter of the American Association of Grant Professionals (AAGP)for 2007. She looks forward to strengthening the communication between AAGP, the Alliance of Arizona Nonprofits and the Arizona Grantmakers Forum.

PUBLIC POLICY UPDATE

IRS Releases Interim Guidance Regarding Pension Protection Act of 2006
On December 4, 2006 the IRS issued interim guidance regarding the Pension Protection Act of 2006 (HR 4.) It provides guidance on definitions of donor-advised funds (DAF) and supporting organizations plus methods for determining the type a supporting organization may be (Type I, II and III). It also provides clarification on the effective date of some portions of the Pension Protection Act of 2006 (PPA). Finally it includes an exemption for certain employer-sponsored donor-advised funds "that benefits a single identified charitable purpose" (i.e. exemption for DAFs funds created for Hurricane Katrina, Rita et al).

Provided below is the IRS Interim Guidance document plus some explanatory memos.

Finance Committee Hearing on Tax-Exempt Status for Universities
On December 5, the Senate Finance Committee held a hearing to examine what colleges and universities are doing to justify their tax-exempt status. In remarks for the hearing, Chairman Grassley and Ranking Member Max Baucus (D-MT) expressed concern about the high salaries of some college presidents and the lack of access for working families in many college institutions. To read Grassley's opening remarks or witness testimony, visit the Senate Finance Committee website.

NEWS IMPORTANT TO GRANTMAKERS

Governor Meets with Arizona Funders to Discuss Education
On Jan. 23rd, approximately 60 people met for lunch with Governor Janet Napolitano to learn more about the governor�s P-20 Council recommendations and to discuss how the philanthropic sector can support state efforts to improve education in Arizona. A summary of the council�s recommendations can be found at http://www.governor.state.az.us/P20/

The Governor outlined a number of areas which she felt could use the support of the philanthropic community including:
  1. Funding to support the execution of the P-20 Communications Plan such that it resonates with the general public.
  2. Funding to increase capacity and professional development for math and science teachers by funding post-secondary scholarships for math and science teachers, fully funding the Master Teacher programs at every school district and funding teacher summer internships in the private sector and helping them develop relevant curriculum for their classrooms.
  3. Funding to improve the way students learn science and math through modernization of curriculum and the classrooms, i.e., funding science equipment in schools
  4. Funding programs that have demonstrated success in addressing at-risk student populations like Jobs for America�s Graduates and mentoring programs.
  5. Advocate for the Governor�s 2007 budget which calls for increased funding for: Higher teacher salaries Statewide professional development standards and system Improved math and science education More financial assistance for low-income students
  6. Support the rapid roll out of First Things First (Proposition 203)
  7. Expand public/private partnerships like Early Education Fund and Benefits Check Up

Study Shows Nonprofit Hospitals Provide Better Care
Nonprofit hospitals with the most nurses per patient and the most advanced equipment provide better care than comparable investor-owned facilities in treating several common, serious ailments, according to a study. Nonprofit and government hospitals consistently outperformed the quality of for-profit hospitals in treating patients for congestive heart failure, heart attack and pneumonia, researchers said. The conclusions were based on data reported to government and private accreditation agencies analyzed by Bruce Landon of Harvard Medical School in Boston. The research, published in Archives of Internal Medicine, rekindles a debate over whether the nation's more than 700 for-profit hospitals offer inferior medical care. They provide 15 percent of U.S. hospital beds. Read Nonprofit Hospital Care.

Report on City and Suburban Poverty Trends Show Rise in Suburban Poor
In absolute numbers, there are now more poor people in the suburbs than in their city counterparts, finds a new report from The Brookings Institution. While numbers were about equal in 1999, suburbs had surpassed cities by 2005. The poverty rate remains much higher in cities, however, at 18.8 percent versus 9.4 percent in suburbs. The report points to significant regional differences. The poverty rate increased in both central cities and suburbs in the South and Midwest over the six-year period, while remaining steady in the West and falling slightly in Northeast cities. View Two Steps Back: City and Suburban Poverty Trends.

USEFUL RESOURCES

The Foundation: A Great American Secret � How Private Wealth Is Changing the World, Joel Fleishman (PublicAffairs: January 2007)
In his new book on American foundations, Joel Fleishman, head of a foundation-research program at Duke University, provides several case studies as a way to show grant makers and scholars why some projects have made more of a difference to society than others.

Mr. Fleishman and two research assistants at Duke, Scott Kohler and Steven Schindler, drew up analyses of 100 significant foundation programs started from 1901 to 2002. Mr. Fleishman included a dozen of them in his book. While all of the case studies examine successful or promising foundation programs, Mr. Fleishman's book discusses some failed efforts as well, although in less detail. All 100 case studies can be viewed online at http://www.pubpol.duke.edu/dfrp/cases.

Using your 990-PF to Communicate Effectively
Although foundations� 990-PFs and 990s are being read increasingly by the media, government officials, nonprofits and other key stakeholders, foundations are often missing key opportunities to maximize their use of the form as a communications vehicle. This article details many steps your foundation can take to use your 990-PF or 990 to communicate more effectively and advance your transparency. To read the article, click here.

New Paper Measures Fiscal Capacity Across the 50 States
A new paper from the Urban Institute measures fiscal disparities across the 50 states by looking at each state's revenue capacity, expenditure need, and overall level of fiscal capacity. According to the study, Arizona ranked 38th in terms of fiscal capacity. The paper defines the fiscal capacity of a state as its revenue capacity relative to its expenditure need. Low fiscal capacity states may have less ability to weather economic shocks, the authors explain, a condition illustrated in the aftermath of Hurricane Katrina. Louisiana, Mississippi and Alabama�the three states hit hardest by Katrina�are among the states with the lowest revenue capacity, highest expenditure need, and lowest fiscal capacity, the paper points out. Four of the top five states in the nation in terms of expenditure need are in the South (AL, AR, LA and MS), while all of the bottom five in terms of tax capacity are in the South (AL, AR, MS, OK and WV). Furthermore, Tennessee ranks last in the nation in terms of its dollar amount of revenue effort per person. For more information, go to http://www.urban.org/UploadedPDF/311384_fiscal_disparities.pdf.

The Top Ten Trends Impacting Metropolitan Areas in 2006 The Brookings Institution has compiled a list of ten noteworthy trends impacting metropolitan areas in 2006. At the top of the list is �For the first time in 2005 there are more poor residents of suburbs than central cities.� Also noted is the fact that, �The fastest growing metropolitan areas for minority populations from 2000 to 2004 now closely parallel the fastest growing areas in the nation.� See the full list at http://www.brookings.edu/metro/2006trends.htm.

 

EDUCATION RESOURCES

New Report Details Broken Promises to 34 Million American Kids �More than two-thirds of our children and youth � 34 million Americans between 6 and 17 � are not receiving sufficient developmental resources that put them on a path to success in adulthood,� says a new report from America�s Promise. They go on to say that meeting at least four of the five �America�s Promises� in terms of supports for children has been shown to nearly eliminate the academic achievement gap between white and minority students for ages 6-11, disparities in school attendance, disparities in drug use for 12-17 year olds and disparities in social skills. The five Promises are: 1) Caring adults; 2) Safe places and constructive use of time; 3) Health start and healthy development; 4) Effective education for marketable skills and lifelong learning; and 5) Opportunities to make a difference through helping others. View Every Child, Every Promise

Public Education's Role in Linking low-Income Kids to Opportunity The new policy brief, Opportunity in America: The Role of Education, evaluates the ability of public education to provide economic mobility for the nation�s middle and low-income children. According to the report, �At virtually every level, education in America tends to perpetuate rather than compensate for existing inequalities.� The research also outlines key actions to ensure that each child has access to the American dream through instrumental changes in preschool, K-12 and higher education. The paper advocates changing curriculum, providing the resources to hire highly qualified teachers and reducing classroom size at both the preschool and K-12 levels. The report also suggests providing more need-based financial aid, support services and pre-college preparation would enhance higher education access for students in the bottom income quartile. For more information click here.

Report Offers Insight on U.S. Business' Views on Education Reform The U.S. Chamber of Commerce recently published, Education Reform: Insight into the Business Communities Views About the U.S. Education System, summarizing the responses of more than 500 business organizations on education reform. Among the finding, the business community supports education reform�35 percent of survey respondents believe additional education reforms are need and 46 percent of all respondents stated the need for additional reforms and funding. To increase accountability, 87 percent of the business community surveyed supported extending the No Child Left Behind requirements to high school. Seventy percent of the respondents also believed that schools should be measured on the growth of student achievement rather than the number of students passing an annual assessment. Click here for more information.

Articles Highlight Global Innovations to Education A new series of articles from the George Lucas Foundation periodical, Edutopia, highlights fresh ideas to address educational challenges from across the globe. The articles profile innovations in distance learning and broadband access from Australia, China and Rwanda and the non-medicinal solutions used to educate ADHD students in Israel. Australia uses laptops and high power wireless connections to educate geographically isolated, �Outback� students. Four days a week, students log in to participate in interactive lessons broadcast from the heart of central Australia. Click here to access other examples of international education innovations the article series, It Takes a Planet.

Case Studies on More Effective Education Grantmaking Grantmakers for Education (GFE) believes philanthropy, done wisely, can contribute solutions to the problems that prevent too many students from learning and achieving. In 2005, GFE identified eight principles that lead to greater impact in education. Now, to help donors and grantmakers reflect on specific principles that can ensure their grants lead to results, GFE is pleased to share five new case studies that consider the issues, challenges, and approaches of more effective education grantmaking.

The initial case studies include: The Chicago Public Education Fund's Master Teacher Initiative, The Annie E. Casey Foundation's Investments in Kentucky School Reform, The Donors' Education Collaborative of New York City, The Noyce Foundation's Every Child a Reader and Writer Initiative, and The PacifiCorp Foundation for Learning's Early Childhood Literacy Initiative

Each case study examines the decisions and challenges funders might confront when they integrate one of the principles in their work. Free copies of the complete case studies are available at www.edfunders.org.

Fordham Report Shows State Progress in Educating Low-Income Students The Fordham Report 2006 measures how well states are educating their neediest children. The report uses national achievement data to rank how well states performed in raising English, math and science test scores for all students, low-income students and ethnic subgroups during the past 10 to 15 years. The report also analyzes how effective the past decade of education reforms have been in boosting student achievement. According to researchers, �The top ten education reform states all made some progress...boosting the achievement their poor and minority students over the last decade or so.� According to this report, Arizona ranked first in terms of effective education reform efforts. For more information and to view the report click here.

 

If you have comments or questions regarding The Members' Exchange, please contact Marissa Theisen (602-977-2756 or mtheisen@arizonagrantmakersforum.org). Feel free to comment, suggest articles ideas or submit news items. We're always happy to hear from you.