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Vol.
3, No. 5
September, 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. 
"Greening" Your Office
Grantmaking isn’t the only way to support the environment! Whether or not you fund environmental causes, many ways exist for you to act more directly to alleviate climate change, prevent pollution, and protect ecosystems through your organizational practices. “Greening” your foundation’s day-to-day activities puts its operating resources to work for a cleaner, safer, and healthier planet.
The Environmental Grantmakers Association recently released Green Beyond Grants: Sustainable Practices for Foundations, (www.ega.org/resources) which offers simple guidelines and specific steps to start your foundation on the road to environmental sustainability at the office and at sponsored events. “Sustainable” practices support the healthiest and most just outcomes for both the natural environment and human well-being, now and into the indefinite future.

MEMBER
Q & A
This
month we asked members about the steps they have taken to improve environmental stewardship. Seventeen
AGF members responded to our survey question. Forty-seven percent reported that they have begun to implement environmentally-friendly policies in their offices. Of these, using green materials and supplies, as well as waste reduction, were the two most common activities. To view survey results, click
here.

FOUNDATION
FACES |
This AGF member
practiced law for 14 years, and never met a sport he didn't like!
[Who
is it?... Find
out!] |

UPCOMING
EVENTS
Unless otherwise indicated, to rsvp for any of these events, contact Lauren Shebuski.
Local
Programs
October 4 - Grantmaking, Governance and More: What the New IRS Wants From Your Organization: A discussion with Northern Trust Vice President Grace Allison regarding new governance initiatives, potential investment pitfalls, and guidance on new private foundation distribution rules. Ms. Allison will also review a recent IRS study on donor advised funds and supporting organizations.
(Open to Foundation and Donor-Advised Fund staff)
Thursday, October 4 | 7:30 - 9:00 a.m. | Northern Trust: 2398 E. Camelback Road Suite 400
October 25 - Nonprofit Consolidation: Opportunities and Challenges in Arizona: Co-sponsored by AGF and the Alliance of Arizona Nonprofits, this program will feature David LaPiana, a national expert on nonprofit collaboration/consolidation. Local leaders who have either been involved in nonprofit mergers or have studied the impact of this movement will also speak. This program is sponsored by The Lodestar Foundation and American Express.
(Open to AGF Members and Nonprofits - Click Here for details)
Thursday, October 25 | 8:00 a.m.- 3:00 p.m. | Phoenix Country Club
October 31 - Teaching Children the Art of Giving: The Arizona Grantmakers Forum, in partnership with a number of other philanthropic and civic organizations around Arizona, will host a conversation with noted author Susan Crites Price. The event will provide participants with information to help adults teach children - from toddlers to teens - how to use their time, talent, and money to help others. We are currently accepting RSVP's for this event! For more information, click here.
Other
Events of Interest...
Oct 1-3, Neighborhood Funders Group Annual Conference
People, Place & Policy: Reconnecting Communitites
Oct. 10-11, Grantmakers In Health
The Art & Science of Health Grantmaking
Oct. 11-12, Funders Network on Population, Reproductive Health & Rights
Funders Network Annual Meeting 2007
Oct. 17-19, Grantmakers for Education, 11th Annual Conference
Crossing Borders and Boundaries: Re-Envisioning Education Philanthropy for a New Era
Oct. 17-19, Peace and Security Funders Group
Annual Meeting of the Peace and Security Funders Group
Oct. 31-Nov. 2, Grantmakers in Aging, 2007 Annual Conference
Breaking Away: Charting a New Course in Aging Philanthropy
Nov. 8-10, The Philanthropy Roundtable, 2007 Annual Meeting
Nov. 15-17, ARNOVA, 36th Annual Conference
The Global Pursuit of Social Justice: Challenges to Nonprofits & Civil Society
Nov. 21-23, Independent Sector Annual Conference, Opportunity and Responsibility
Other interested funders welcome
Nov. 21-24, Grantmakers in the Arts, Annual Conference, Taos Journey
Nov. 28-29, Airlie Center near Warrenton, Va.: first national meeting of the Health and Environmental Funders Network (HEFN).

NEW
MEMBERS!
AGF
Welcomes Our Newest Members!
Coconino County | Coconino County's mission is to conscientiously serve their community and provide their citizens with accessible local government; provide the most effective and efficient delivery of services; be sensitive to the needs of ALL citizens in our changing world; challenge, recognize and support their employees because they are the backbone of the County; and protect, preserve and care for our environment. Contact: Lucinda Andreani, Director of Special Initiatives.
Cox Communications/Cox Charities | Cox Charities is a foundation that is dedicated to raising money to support non-profit organizations throughout Arizona that focus primarily on youth development.
Contact: Jenny Aho, Manager of Community Relations.
Fennemore Craig, P.C. | The lawyers and employees of Fennemore Craig are committed to making grants and coordinating volunteers to assist 501(c)(3) organizations and charitable causes.
Contact: Ellis Carter, Director.

MEMBER
NEWS
The Daron and Ron Barness Family Foundation Announces 2007 General Grants Program Recipients
In 2007, the Foundation made grants to 12 programs totaling $220,000. The Foundation supports activities in the areas of: Jewish life, children, older adults, arts and culture and education. Approximately 70 percent of the grants support causes related to Judaism and Israel. Program guidelines are published on the website, www.barnessfoundation.com. Letters of Inquiry for the 2008 Matching Grants Program are due no earlier than Oct. 1 and no later than Oct. 31. Up to ten $10,000 matching grants will be awarded in 2008.
Tucson Make a Difference Day
TEP is organizing Tucson's 1000 Trees for Tucson Make a Difference Day on Saturday, October 27th from 8:00 - 10:00am. Interested volunteers may log on to www.tep.com to be involved.
City of Phoenix Giving Update
In 2006-2007, the City of Phoenix made $18.9 million in grants and supported $14.8 million in revolving loan programs for community projects. In addition, the City passed through an additional $4.4 million in 12% Tribal Gaming grants to local nonprofit agencies.
Mesa United Way Presents Dr. Bruce D. Perry
“How Experience Shapes Child, Community & Culture” will be presented on Wednesday, October 24, 2007 from 7:00 - 9:00am at Banner Desert Medical Center. Registration begins at 7:00am, and breakfast will begin promptly at 7:30am. There is a $50 fee to attend, which includes breakfast. To RSVP, contact Dale King at 480-834-2121 or dale.king@mesaunitedway.org.
Piper Trust Awards Grants Totaling Over $5 Million
The Virginia G. Piper Charitable Trust
announced grants totaling nearly $5.3 million that will support projects ranging from a new ASU Center for Geriatric Nursing Excellence to an Arizona Bridge to Independent Living sports and fitness center for youth and older adults with disabilities. To learn more click here.
Renee Sheridan is the new Executive Director of the Bruce T. Halle Family Foundation. She replaces Denise McClintic, who is now doing fund development for TGEN.
Martha Harmon, CEO of the Arizona College Scholarship Foundation, has announced her resignation effective mid-October. She is moving to Los Angeles, to join her husband who is opening a new office.

JOB OPENINGS
CEO, Arizona College Scholarship Foundation
For more information contact: Selection Committee - Arizona College Scholarship Foundation, 1430 E. Missouri Ave., #205, Phoenix, AZ 85014 or email bdavis@azcsf.org.

PUBLIC
POLICY UPDATE
Congressional Philanthropy Congress
On July 12, 2007, U.S. Representatives Stephanie Tubbs Jones (D-Ohio) and Robin Hayes (R- N.C.) distributed a Dear Colleague letter to all members of the U.S. House of Representatives announcing the creation of the Congressional Philanthropy Caucus. Representatives Tubbs Jones and Hayes serve as the bi-partisan co-chairs of the Caucus.
The purpose of the Caucus is to:
- Inform members of Congress and congressional staff about foundations and the important role that foundations play both in the United States and around the world,
- Identify areas of mutual interest to the philanthropic sector & lawmakers, and
- Raise awareness about legislative issues affecting foundations and the charitable sector.
The idea of creating the Caucus was one of the principle talking points for the nearly 400 participants of the 2007 Foundations on the Hill event. We received a lot of meeting reports expressing interest in the establishment of the Caucus. The Council on Foundations is currently running a grassroots campaign asking the philanthropic sector to urge their representatives to join the group. They expect to hear soon an official announcement from the Caucus co-chairs about which members have joined.
Please let the staff of the Government Relations Department at the Council on Foundations know if you have any questions or require additional information.
Foundations Press Congress to Change Tax Rules for Endowments
The Chronicle of Philanthropy
By Peter Panepento
Many large foundations and universities are investing billions of dollars in overseas companies as a way to avoid facing large tax bills on hedge-fund income, nonprofit tax experts told Congressional lawmakers at a hearing today.
Foundations urged Congress to change the tax system so that nonprofit endowments would no longer face any incentive to place large investments in so-called “offshore blockers.” Nonprofit endowments are taxed just as for-profit businesses if they invest in a type of fund that uses a lot of debt to increase returns so they use so-called blocker companies overseas to convert taxable profit from hedge funds into dividends, which are not taxed.
“I don’t know of any foundation that wants to invest in offshore blocker corporations,” Janne G. Gallagher, vice president and general counsel of the Council on Foundations, told the House Ways and Means Committee today. “But current law is such that foundations that elect to invest in hedge funds would not be prudent stewards of their assets if they did not use these corporations to block the application of a tax that we believe Congress never intended to apply to this form of investment.” Read Pressing Congress to Change Tax Rules. Subscription to The Chronicle of Philanthropy required.

PHILANTHROPY
NEWS
From the CMF NewsWire - Americans have topped the $100 million mark in giving through IRA Charitable Rollovers thanks to Congress' passage of the giving incentive in the Pension Protection Act of 2006. Read more.
Corporate Giving Rises Modestly - 6% increase falls short of last year's growth
Steady growth in the economy last year helped the nation's largest corporate donors increase their giving, according to a new Chronicle of Philanthropy survey. This year, many big businesses expect their charitable efforts to expand, though the corporations made their projections before the recent volatility in the stock market.
For 81 businesses, the total dollar amount of cash donations rose to $3.8-billion in 2006 from $3.5-billion the previous year. The companies' cash giving increased by a median of 6 percent, meaning that half of them increased their giving by a higher percentage and half by less. That percentage fell short of last year's growth, when cash giving increased by a median of 10.1 percent.
IRS Releases 16-Point Checklist To Help Foundations With Executive, Board Compensation Issues
From the CMF NewsWire - The IRS is providing a 16-point checklist to help foundations and other nonprofits determine an appropriate compensation package for executives, board members and other influential persons to prevent triggering an audit or penalties for excessive payments. Philanthropic leaders say the checklist is not mandatory, but is a helpful tool. Read more.

USEFUL
RESOURCES
Hot Topics in Corporate Philanthropy
This summer, the Committee to Encourage Corporate Philanthorpy (CECP) hosted its annual Corporate Philanthropy Summit for 170 senior giving professionals. A summary of the hot topics covered by each of the expert speakers and panelists can be downloaded here: Download the Key Takeaways.
Updated Edition Of Civic Participation And Smarter Growth Paper Online
Civic Participation and Smarter Growth: Improving How Communities and Places Grow and Change, first published in 2000, has been newly updated by the Funders' Network for Smart Growth and Livable Communities. The paper points to the benefits of civic engagement in areas such as land use, transportation planning and regionalism. It also offers tools for civic engagement and ideas for building broad-based coalitions, such as Metropolitan Congregations United, a coalition of 80 churches from across the St. Louis region that addresses issues such as transportation, taxes, and racial and economic disparities. Download the paper at http://www.fundersnetwork.org/usr_doc/Civic_Participation_and_Smarter_Growth.pdf.
Corporate Philanthropy Resource Guide
The Committee Encouraging Corporate Philanthropy (CECP) recently published an extensive, free reference guide including public, private and independent organizations that impact the field of corporate philanthropy. This Resource Guideincludes information about service offerings, target clients, recent developments, and relevant news for each organization. The Guide serves as a starting point for more strategic corporate giving, and can help facilitate effective partnerships across sectors.
EDUCATION
RESOURCES
Report Offers Examples of School-Centered Revitalization Efforts
In Atlanta, Georgia, the East Lake Foundation spearheaded the development of a new charter school to serve area residents, including a new, mixed-income development of 550 homes. In St. Louis, Missouri, a private developer led an effort to renovate and reinvigorate a failing elementary school serving a new, 400-unit mixed-income development in a high-poverty neighborhood. These are just two examples of school-centered community revitalization efforts that are featured in a new report from Enterprise Community Partners. The report, the first in a three-part series, encourages educators and community development practitioners to work together to build on the synergies between schools and neighborhoods. Download Reconnecting Schools and Neighborhoods at http://www.practitionerresources.org/cache/documents/647/64701.pdf.
Dollars for Scholars
Mayor Michael Bloomberg has raised more than $40 million (much of it from his own money and the Rockefeller Foundation) to pay parents a modest amount for small tasks such as getting a library card or taking their child to the dentist.The experimental program, called Opportunity NYC, is modeled on a ten-year-old Mexican program called Oportunidades, which has been so successful in reducing poverty in rural areas that it has been adopted by more than 20 countries, including Argentina and Turkey. Read Dollars for Scholars
Incentive$ for Teacher$ - Education World
Staff turnover and inexperienced teachers increasingly are seen as hindrances to improvement in poor, low-achieving schools. Some see extra money as the best way to attract and keep good teachers in these schools. Few phrases raise more suspicions among educators than "bonus pay." Many argue that paying teachers more money for where and what they teach is unfair, divisive, and arbitrary.
But with schools searching for new ways to boost performance among low-income, low-performing students, some districts have found that incentives to draw the best teachers and administrators to the worst schools are paying off. In one district, principals who transfer to struggling schools could earn up to an additional $60,000 over five years.
Some educators remain cautious, though, citing concerns about the effects of bonuses on teachers, principals, and school staffing. For some, looking past the traditional pay system already has paid off. Now in its third year of offering bonuses to experienced teachers to transfer to struggling schools, the Hamilton County (Tennessee) school district, which includes urban Chattanooga, has seen student scores soar in their neediest schools. "We have seen statistically significant changes; the urban schools are catching up," said superintendent of schools Jesse Register.
Gerry Dowler, who coordinates the national, state, and local teachers' unions in Tennessee, said Hamilton County is experiencing "startling results" in student achievement: reading and math scores jumped an average of 10 to 12 percent in a year in nine priority schools since the influx of new teachers. Read Teacher Incentives
Report Offers Strategies for Developing Preschool Facilities
Pointing out that most states are increasing their investments in early childhood education, a new report from the Local Initiatives Support Corporation and Rutgers University’s National Institute for Early Education and Research addresses the resulting need for additional early childhood facilities. The report outlines strategies and provides examples related to successfully financing, designing and developing high quality preschool facilities. Among the policy recommendations are: 1) provide capital subsidies to renovate or construct state-of-the-art facilities; 2) promote sound design and real estate development practices; and 3) create a supportive policy and regulatory environment. Download either a brief or comprehensive report at http://www.lisc.org/content/publications/detail/5940.
Finish Line Calculator Provides High School Graduation Statistics Across U.S. School Districts
The Pew Partnership for Civic Change launched the Finish Line Calculator, an easy to use high school graduation rate calculator. “Graduation rate statistics are used widely, but they are often misleading or not properly represented,” according to Dr. Suzanne Morse, President of the Pew Partnership for Civic Change. The Finish Line Calculator provides high school graduation statistics for most American school districts and users can simultaneously compare local estimates to state and national outcomes. The tool is just one component of the Learning to Finish Wiki, a compendium of best practices and a discussion forum designed to address the country’s alarming high school dropout rate. Access the Finish Line Calculator at: http://www.learningtofinish.org/calculator/.
Publication Features Positive Stories & Outcomes From 10 Mentoring Programs Mentoring programs produce tangible outcomes for students “including decreases in drug and alcohol use, enhanced peer and parent-child relationships, better school attendance and improved attitudes about performance and school.” A new report by Public-Private Ventures, Making a Difference in Schools features the outcomes of participants in 10 Big Brothers Big Sisters (BBBS) programs across the nation. In just five months of mentoring, BBBS students, when compared to their non-mentored peers, improved overall academic performance, quality of class work and homework completion rates. BBBS students also reported feeling more competent academically and skipping school less. For more information visit: http://www.ppv.org/ppv/publications/assets/219_publication.pdf.
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