Annual State of Nonprofit and Philanthropy Summit

The purpose of the Summit is to highlight the current state of the nonprofit sector and philanthropy that supports it, as well as key trends that affect how these organizations are able to operate, fulfill their mission and meet critical needs in the community.

The opening session sets the stage by providing our audience with an up-to-date understanding of what our community of nonprofits and philanthropy looks like, their shared challenges, and recent findings from our research on broader trends among in the nonprofit sector serving the San Diego region. The following session explores the role of nonprofits in providing ethical, compassionate leadership to address critical challenges at a time when many issues are polarizing. The afternoon workshops build off the morning discussions, with the intent to provide critical leadership skills training in different topical areas of interest to nonprofit leadership and management.

• Agenda
  8:30am – 9:00am – Networking and Breakfast
  9:00am – 9:15am – Welcome and Overview of the Day / The Libby Award for Excellence in Nonprofit Leadership
  9:15am – 10:15am – State of Nonprofits and Philanthropy Report
  10:15am – 10:30am – Break
  10:30am – 12:15pm – Bridge Talks
  12:15pm – 1:15pm – Lunch / Optional Graduate Programs Information Session
  1:15pm – 2:30pm – Professional Development Workshops 
  2:30pm – 2:45pm – Break 
  2:45pm – 4:00pm – Professional Development Workshops
  4:00pm – 5:30pm – Networking Reception
• Bridge Talks Details

  Bridge Talks are brief talks aimed at bridging research and practice. Each talk will have findings and implications for the work of local nonprofit professionals.

  
  The Digital Nonprofit. Advocacy in the Age of Social Media
  Hans Peter Schmitz, PhD
  Associate Professor, Leadership Studies – University of San Diego

  Social media creates new opportunities and risks for nonprofits and their missions. Nonprofits should view social media not simply as a new tactical tool for fundraising or advocacy, but should consider adapting their basic strategies and even organizational form to the digital age. 

  The Giving Circle Movement--Expanding and Changing Philanthropy

  Adriana Loson Ceballos, MA
  Director of Network Resources, Emerging Practitioners in Philanthropy 
  PhD in Leadership Studies Student – University of San Diego

  Developed and led by women almost two decades ago, the Giving Circle Movement in the United States is serving as learning hubs of philanthropy and democracy. Beyond appearing to positively affect the level of civic engagement and social awareness of their members, giving circles are bringing in traditionally marginalized voices to philanthropic practice and decision-making spaces. This presents a unique opportunity to look at participation effects on members, as the line between donor and recipient blur with this engagement of new voices in philanthropy. This presentation will report on preliminary findings on the largest Latix giving circle network in the country to understand the effects of giving circle participation on its members.

  Volunteers: Your Overlooked Source of Capacity and Trust

  Sue Carter Kahl, PhD
  President, Sue Carter Kahl Consulting
  Lecturer, Nonprofit Management and Leadership – University of San Diego

  If volunteers are the heart of many nonprofits, why is the volunteer function so consistently under-resourced? Volunteers can be so much more than low-cost labor. Expand your mindset – and the possibilities – about volunteer impact in your organization.

  Using Geographical Information Systems (GIS) to Estimate Nonprofit Service Area: An Application of Community Health Center (CHC) Data

  Marcus Lam, PhD
  Assistant Professor, Leadership Studies – University of San Diego

  Geographic Information Systems (GIS) and spatial analysis offers exciting applications in nonprofit sector research and practice. This talk will demonstrate the use of GIS in estimating the service area for community health centers and offer insights into wider applications of GIS to understand nonprofit activity.

   

• Professional Development Workshops

  1:15-2:30pm Workshops

  Building Trust Between Nonprofits and Philanthropy
  Warren Auditorium

  Emily Young, PhD, Executive Director, The Nonprofit Institute (Moderator)
  Dwayne Crenshaw, JD, Chief Executive Officer & Co-Founder, RISE San Diego
  Peter Ellsworth, President, The Legler Benbough Foundation

  There is growing interest locally and nationally in moving beyond transactional interactions between funders and grantees to advance more trust-based relationships where funders and grantees work together toward common goals. We highlight the case of RISE San Diego and the Legler Benbough Foundation to illustrate how they developed a shared, focused agenda around resident-driven leadership development in Southeast San Diego, including key challenges and lessons learned along the way.

  Cultivating Capacity and Trust through Purposeful Volunteer Engagement
  Room 102 (Executive Classroom)

  Sue Carter Kahl, PhD, President, Sue Carter Kahl Consulting & Lecturer, Nonprofit Management & Leadership

  Nonprofits need labor, funding, awareness, community trust, and a positive reputation to be successful. Investing in volunteers with intention and strategy can advance each of these areas. This session will translate the latest research on volunteerism into practical tools and exercises that you can apply in your organization.

  Trust – The Key to Successful Collaboration
  Room 127

  Valarie Nash, MA, President, Nash & Associates
  Sarah Tuakli Cooper, United Women of East Africa Support Team
  Amina Sheik Mohamed, MPH, Director, UC San Diego Center for Community Health, Refugee Health Unit
  Choul Tut, MA, President & CEO, The Southern Sudanese Community Center of San Diego

  This workshop will explore the challenges and benefits of establishing trust with community and within a collaboration. Members of the Ethnic Communities Learn and Lead Coalition will share their experiences of why trust matters, how not having trust can impact outcomes, and what they do to sustain a high level of trust within their collaboration. Collectively we will discuss some best practices in trust-building.

  Braving Trust: Leading with Courage and Authenticity
  Room 131

  Lorri Sulpizio, PhD, Executive Director, Conscious Leadership Academy

  In this workshop, participants will explore the seven elements that make up trust. These ‘anatomies of trust,’ help foster and maintain effective and connected relationships that not only facilitate our work, but give meaning to what we do. Braving Trust is based on the work of Brene´Brown and the Dare to Lead curriculum. Lorri Sulpizio is a certified Dare to Lead facilitator and this session will focus on the skills of building trust in order to effectively lead groups and teams.

  Building Trust through Measurable Impact
  Room 133

  Tessa Tinkler, PhD, Senior Research Associate, The Nonprofit Institute
  Amanda Bonds, MA, Program Director, Words Alive
  Nao Kabashima, Executive Director, Karen Organization of San Diego

  Join us as we share real life examples of nonprofits using evaluation as a method for building trust internally within their organizations, within their communities, and with donors. We will walk you through the basics of evaluation planning, and then facilitate a Q&A with two nonprofits that have used evaluation in different ways to improve their operations and increase their impact.

  You Want the Trust? You Have to Build the Trust!
  Room 145

  Brian Daugherty, Senior Vice President and Chief Philanthropy Officer, San Diego Humane Society

  Effectively building trust is imperative for fundraising success, but are you?  Join us to explore how to build trust with donors and staff alike, and why it matters.

  Building Trust Through Accountability: The Role of the Board and the Executive.
  Room 147

  Crystal Trull, PhD, Principal, CT Consulting & Lecturer, Nonprofit Management & Leadership

  Nonprofit organizations are faced with an accountability dilemma given the variety of stakeholder expectations. Clients expect organizations to provide services, donors expect organizations to demonstrate performance and effectiveness, and regulators expect organizations to maintain compliance. What’s a nonprofit to do?  In this interactive session, participants will learn about the role the board and the executive play in meeting accountability demands by exploring and discussing the many facets of accountability and what accountability means for their own organizations.

  2:45-4pm Workshops

  Building Trust with Corporations to Advance Social Impact
  Room 102 (Executive Classroom)

  Alicia Quinn, VP of New Business Development, United Way of San Diego County
  Jim Woods, VP of Corporate Relations, United Way of San Diego County
  Ka’eo Griffin, Senior Healthcare Logistics Manager at UPS

  Trust is a key component to building and maintaining partnerships between nonprofits and corporations. In this session, attendees will garner insights about how United Way of San Diego aligns with UPS and 350+ other corporate partners and leverages their time, talents, and resources to advance social impact in San Diego.

  Building Trust with the Media
  Room 145

  Jeff McDonald, Reporter, Union-Tribune of San Diego

  Nonprofits have to communicate with a variety of audiences in order to actively pursue their missions. The media can be a powerful friend and ally in spreading messages, increasing awareness, and connecting with the greater community. Learn how to create trust with local media agencies and discover the inner workings of the news cycle.

  Trust – The Key to Successful Collaboration
  Room 127

  Valarie Nash, MA, President, Nash & Associates
  Sarah Tuakli Cooper, United Women of East Africa Support Team
  Amina Sheik Mohamed, MPH, Director, UC San Diego Center for Community Health, Refugee Health Unit
  Choul Tut, MA, President & CEO, The Southern Sudanese Community Center of San Diego

  This workshop will explore the challenges and benefits of establishing trust with community and within a collaboration. Members of the Ethnic Communities Learn and Lead Coalition will share their experiences of why trust matters, how not having trust can impact outcomes, and what they do to sustain a high level of trust within their collaboration. Collectively we will discuss some best practices in trust building.

  Braving Trust: Leading with Courage and Authenticity
  Room 131

  Lorri Sulpizio, PhD, Executive Director, Conscious Leadership Academy

  In this workshop, participants will explore the seven elements that make up trust. These ‘anatomies of trust,’ help foster and maintain effective and connected relationships that not only facilitate our work, but give meaning to what we do. Braving Trust is based on the work of Brene´Brown and the Dare to Lead curriculum. Lorri Sulpizio is a certified Dare to Lead facilitator and this session will focus on the skills of building trust in order to effectively lead groups and teams.

  Building Trust through Measurable Impact
  Room 133

  Tessa Tinkler, PhD, Senior Research Associate, The Nonprofit Institute
  Amanda Bonds, MA, Program Director, Words Alive
  Nao Kabashima, Executive Director, Karen Organization of San Diego

  Join us as we share real life examples of nonprofits using evaluation as a method for building trust internally within their organizations, within their communities, and with donors. We will walk you through the basics of evaluation planning, and then facilitate a Q&A with two nonprofits that have used evaluation in different ways to improve their operations and increase their impact.

2019 Sponsors