Second Annual State of Nonprofits Summit

Leading and Redesigning San Diego Nonprofits

Event Attendees

Hosted by the Caster Center, this informative day of research exposés and practical learning opportunities helped to guide San Diego's nonprofit and philanthropic leaders in creating, implementing and evaluating innovative and collaborative strategies for the future.

June 5, 2014

Charting the Health of San Diego’s Nonprofit Sector

The Annual State of the Nonprofit Sector research report was officially released to a sold out crowd of over 180 people at the Second Annual State of Nonprofit Summit on June 5, 2014.  Key findings included:

  • The overall economic health of San Diego nonprofits is improving
  • Nonprofits are continuing to hire
  • Demand for services is shifting
  • The landscape of giving and volunteering is in flux

According to the report there are:

  • 9,364 Total 501c3 nonprofits in San Diego
  • 3,700 with an operating budget under $50,000 that file an IRS form 990 or 990-EZ
  • 2,140 nonprofits with paid employees
  • 241 nonprofit with 50 or more paid employees

An overview of the report was given by Caster Center Associate Director Dr. Mary Jo Schumann.  The research release was followed by a panel discussion with Salvatore Giametta, Chief of Staff for County Supervisor Ron Roberts, Quynh Nguyen, Development Director, Center on Policy Initiatives and Walter Philips, CEO, San Diego Youth Services.  The panel was moderated by Jan Masaoka, CEO, CalNonprofits.  The panel discussion focused around key research findings and how nonprofits can be better positioned to be proactive rather than reactive to changes in the sector.  They also discussed the biggest obstacles that prevent them from doing more external (as opposed to internal) work and how they plan to use the information presented in the research report.

Many attendees participated in the morning workshops that followed the panel discussion.  The workshop topics were based on the findings of the research report and included a special, trend reporter only session on the Now of Leadership.  Other workshop offerings included:

After a networking lunch held on the west terrace of the School of Leadership and Education Sciences building, attendees were able to attend additional workshops.  Afternoon workshops included sessions on how to do more with less money and outcomes evaluation:

The social media workshop was offered again in the afternoon as well.

The day concluded with the second set of workshops and attendees left feeling re-energized and better informed about the state of the nonprofit sector.


The Now of Leadership
Presented by Zachary Green

In collaboration with The Leadership Institute, School of Leadership and Education Sciences, University of San Diego

Leadership is traditionally thought of as being expressed through the activities of an individual -- the leader. Recent advances in leadership theory and practice reveal that the 21st century requires a different kind of leadership. This leadership is characterized by a recognition of the nested nature of networks as well as the importance of attending to what is most needed now. This highly interactive session will invite participants to explore, express, and activate their “now” of leadership for themselves and for their organization. Particular attention will be given to the challenges of holding as precious the deeper, often unspoken, purpose of nonprofit sector work. In the face of measurement of impact, this session will invite deep reflection on the nature and quality of what really matters, even when it feels like it is beyond words and beyond reach.
(Trend Reporters Only)

Social Media and Donor Engagement
Presented by Crystal Trull, Katherine Shear, Sonya McGough, and David Gereghty 

Is your organization trying to navigate its way upon the seas of social media?  Are you overwhelmed with the thought of how to maximize Twitter, Facebook and Instagram (and more!) in order to attract followers, fans, and funds?  How to effectively utilize social media is a hot-topic question for many of us in the nonprofit sector.  With a variety of social media outlets, it is hard to know where to begin and how to sustain social media efforts.  If you are involved in planning, implementing or updating social media for your organization, this session is for you.  Three speakers, who represent small to large nonprofit organizations, will share their social media journeys and the lessons they learned along the way. 

Understanding and Changing Your Business Model in 60 Minutes
Presented by Jan Masaoka

Too often program goals are discussed separately from financial means, although we all know that both must be discussed together.  Jan will present the methodology for doing this, based on the book she recently co-authored, Nonprofit Sustainability: Making Strategic Decisions for Financial Viability. The result is a fresh look at choosing the mix of programs, earned income, and donations that will be sustainable for your organization. 

Working Together for the Common Good
Presented by Liz Shear, Joe Buerhrle, Laura Purdom, and Diana Landis

Collaboration is one of the key strategies San Diego nonprofits are using to expand their impact and weather turbulent funding environments. But what is collaboration, really? How do you prepare your organization and your staff for this kind of work? What types of inter-organizational relationships are possible? What tools does it take to organize and sustain an inter-organizational network? Join us for an interactive workshop in which we introduce some new tools to help you along your way, and share some stories and examples of how successful collaborations work.

Making It Last: Maximizing the Hard-Earned Gift Dollars You Help Raise

Presented by Steve Schilling

If you are like many nonprofit leaders, you may frequently wonder how your organization can do more with less money.  Fundraising is often discussed as the best solution to issues of cash flow; but, as nonprofit leaders know, fundraising alone isn’t a magic bullet. Organizations can maximize cash flow by revising spending policies, fine-tuning asset allocation and adjusting spending formulas. In this special session – designed for Executive Directors, Chief Financial Officers and Development Directors – we will share our research and offer suggestions as to how your organization can make small, internal changes that may add up quickly. We will also share tips on how to talk to donors about your nonprofit’s long-term financial strategies and financial viability.

Outcomes Evaluation: A Grant Maker-Grantee Perspective

Presented by Laura Deitrick and Kathy Patoff

This interactive workshop will share the story of how one philanthropic institution sought to assess its community impact using an evaluative approach and, along the way, learned a lot about how local nonprofits are measuring and reporting on outcomes. Presenters will discuss the differences between measuring outputs and measuring outcomes, what organizations are doing it well, and the value of taking on the evaluation challenge.

Attendees of the Summit were also given the opportunity to register for the Eleventh Annual Nonprofit Governance Symposium at a deeply discounted rate.  Registration for the symposium is now open to the public at early bird registration rates.


Thank You To Our Nonprofit Index Sponsors

Index Sponsors

Thank You To Our Premier Sponsor


Thank You To Our Signature Sponsor


Thank You To Our Lead Sponsors

BOA Logo  RSFF Logo 

UPAC Logo  MGO Logo

AKT Logo  UWSD Logo  

Thank You To Our Supporting Sponsor


Thank You To Our Contributing Partner

Polito Eppich  MESD