 |
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: Funding
to support the execution of the P-20 Communications Plan such that it resonates
with the general public. 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. Funding
to improve the way students learn science and math through modernization of curriculum
and the classrooms, i.e., funding science equipment in schools Funding
programs that have demonstrated success in addressing at-risk student populations
like Jobs for America’s Graduates and mentoring programs. 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 Support
the rapid roll out of First Things First (Proposition 203) 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. |