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FOIA Number: 2013-0661-F FOIA MARKER This is not a textual record. This is used as an administrative marker by the William J. Clinton Presidential Library Staff. Collection/Record Group: Clinton Presidential Records Subgroup/Office of Origin: National Service Series/Staff Member: Eli Segal Subseries: OA/ID Number: 1293 FolderID: Folder Title: 10/19-20 San Francisco: Independent Sector Speech Stack: Row: Section: Shelf: Position: S 66 2 7 1 American Express Travel Travel Related Services Company, Inc. AMERICAN Government Travel Management Center EXPRESS Management 1901 North Moore Street, 10th Floor Services INVOICE/ITINERARY Arlington, Virginia 22209-1901 ® SALES PERSON: 51 ITINERARY/INVOICE NO. 0002651 DATE: 18 OCT 93 CUSTOMER NBR: 9N0043 QPZEMY PAGE: 01 TO: WHITE HOUSE TRAVEL 1600 PENNSYLVANIA AVE WASH DC 20500 FOR: SEGAL/ELI REF: KC571305 18 OCT 93 - MONDAY AIR UNITED AIRLINES FLT:965 COACH DINNER LV WASHINGTON DULLES 525P EQP: BOEING 747 AR SAN FRANCISCO 755P NON-STOP OTHER SAN FRANCISCO SEATING ON UNITED FLIGHT 965 IS RESTRICTED TO AIRPORT CHECKIN. 19 OCT 93 - TUESDAY AIR NORTHWEST AIRLINES FLT:356 ECONOMY DINNER LV SAN FRANCISCO 230P EQP: DC-10 AR MINNEAPOLIS ST PL 757P NON-STOP SEGAL/ELI SEAT-16J AIR NORTHWEST AIRLINES FLT:106 ECONOMY LV MINNEAPOLIS, ST PL 830P EQP: AIRBUS A320 AR WASHINGTON NATL 1143P NON-STOP SEGAL/ELI SEAT-9D AIR TICKET UA1363383316 SEGAL ELI 534.00 SUB TOTAL 534.00 TOTAL AMOUNT DUE 534.00 FOR AFTER HOUR EMERGENCIES CALL 800-847-0242/Y0UR HOTLINE CODE IS S-KC52 REMINDER ALL FREQUENT FLYER BENEFITS EARNED ON OFFICIAL TRAVEL ARE THE SOLE PROPERTY OF THE U.S. GOVERNMENT AND CANNOT BE REDEEMED FOR PERSONAL USE. ALL UNUSED TICKETS ARE TO BE RETURNED TO AMERICAN EXPRESS OR YOUR TRAVEL COORDINATOR IMMEDIATELY UPON RETURN FROM TRAVEL OR WHEN TRIP HAS BEEN CANCELED. THANK YOU FOR TRAVELING WITH AMERICAN EXPRESS. BOOKING INFORMATION THIS RESERVATION PREPARED BY MEL CARMALT. THIS RESERVATION REQUESTED BY KAREN. CONTINUED ON PAGE 2 ORIGINAL TR 6451 (12/90) PRINTED IN U.S.A. American Express Travel Travel Related Services Company, Inc. AMERICAN Government Travel Management Center EXPRESS Management 1901 North Moore Street, 10th Floor Services INVOICE/ITINERARY Arlington, Virginia 22209-1901 ® SALES PERSON: 51 ITINERARY/INVOICE NO. 0002651 DATE: 18 OCT 93 CUSTOMER NBR: 9N0043 QPZEMY PAGE: 02 TO: WHITE HOUSE TRAVEL 1600 PENNSYLVANIA AVE WASH DC 20500 FOR: SEGAL/ELI REF: KC571305 07-180CT93 KC52 U6-MK10 ORIGINAL TR 6451 (12/90) PRINTED IN U.S.A. THE WHITE HOUSE OFFICE NO. 71305 TRAVEL AUTHORIZATION Date of Request 10-13-93 1. TRAVELER: Name: SEGAL, ELI J. X White House Staff Extension: 6444 Room: 145 Other: 2. PURPOSE(s) and DATE(s): 10-18 speech to Indepdadent Sector Annual Meeting 3. ITINERARY: Washington - San Francisco - Washington (List all cities where stopovers occur.) 4. DEPARTURE RETURN Date: Time: Mode: Date: Time: Mode: 10/18 PM commercial 10/19 PM. commercial 5. FUNDING SOURCE: X OFFICIAL POLITICAL 501 (c) (3) OTHER 6. SPECIAL EXPENSES TRAVEL ADVANCE REQUESTED Commercial Car Rental Taxi Yes No Amount $ x Hotel Recipient's Name: Fairmont Signature: Other: Date: Please See Reverse Side for Further Instructions Regarding Travel Expenses 7. TRAVELER'S SIGNATURE: (I have read and agree to the terms set forth on the reverse side.) 8. APPROVING SIGNATURES: Office Head: Approving Official (Political or Foreign Travel): Special Assistant to the President and Director of White House Operations: 9. FOR TRANSPORTATION OFFICE USE ONLY: Control No.: Account: (REV. 6/21/89) ORIGINATING OFFICE COPY THIS APPROVAL IS SUBJECT TO ALL APPLICABLE GOVERNMENT LAWS AND REGULATIONS AS WELL AS THE FOLLOWING ADMINISTRATIVE TRAVEL POLICIES 1. ADVANCES FOR OFFICIAL TRAVEL ONLY Cash travel advances will not be provided for political trips. Advances will not be provided to anyone with an outstanding unaccounted-for advance. Advances over $250 require 48-hour notice to White House Administrative Office, Extension 2500. 2. ADVANCES TO BE REPAID FROM SALARY AFTER 15 DAYS Any travel advance which is neither repaid nor accounted for in full by an expense voucher within 15 days after return may be deducted from the staff member's salary. 3. GOVERNMENT TICKETS FOR OFFICIAL TRAVEL ONLY Government-issued tickets shall be used for official trips only (i.e., no political or personal travel). The entire cost of any government-issued tickets that are used for unofficial travel will be considered a personal travel advance and treated accordingly. 4. TO OBTAIN REIMBURSEMENT, RECEIPTS ARE REQUIRED FOR ALL EXPENDITURES REGARDLESS OF THE AMOUNT 5. FOR DETAILED INFORMATION REGARDING TRAVEL REGULATIONS AND POLICIES, PLEASE REFER TO THE WHITE HOUSE TRAVEL HANDBOOK (Additional copies available by calling Extension 2500.) IS INDEPENDENT Raul Yzaguirre Chairperson SECTOR Give Five. Gwendolyn C. Baker Vice Chairperson Norman A. Brown Vice Chairperson October 11, 1993 Dudley H. Hafner Vice Chairperson Valerie S. Lies Mr. Eli J. Segal Vice Chairperson Assistant to the President Alicia A. Philipp Vice Chairperson Director, Office of National Service Jerry Yoshitomi The White House Vice Chairperson Old Executive Bldg., Room 100 Sibyl C. Jacobson Treasurer Washington, DC 20500 Sanford Cloud, Jr. Secretary Brian O'Connell Dear Mr. Segal, President Thank you for registering for the 1993 Annual Meeting of INDEPENDENT Board of Directors SECTOR to be held October 17-19 in San Francisco. Rebecca Adamson James J. Bausch Douglas J. Bennet Anne L. Bryant Enclosed is a schedule of events, along with a book on San Francisco, a Peter McE. Buchanan Emelda M. Cathcart discount coupon for Super Shuttle, and information on special activities Dennis A. Collins Charles A. Corry being planned by the Bay Area Host Committee for Saturday and Sunday, Anne Cohn Donnelly October 16 & 17. Many participants arrive Friday or Saturday to take Eugene C. Dorsey Sara L. Engelhardt advantage of the significantly lower airfares and to see our host community. Anne V. Farrell Barbara D. Finberg Hotel reservations should be made directly with The Fairmont by calling Robert M. Frehse, Jr. 415/772-5000, and be sure to indicate you are with INDEPENDENT John W. Gardner Margaret Gates SECTOR to receive our special rates. Peter Goldberg William H. Gray III Paul Grogan Raymond L. Handlan Registration will begin at Noon on Sunday at The Fairmont in San Francisco. Joanne Hayes Antonia Hernandez Orientation sessions for first-time attendees will be held on Sunday from 3:00- Ira S. Hirschfield 4:15 p.m. The opening session for everyone focusing on our theme begins at Dorothy A. Johnson Anna Faith Jones 4:30 p.m. The program ends at 10:00 p.m. on Tuesday, so you will want to Stanley N. Katz John D. Kemp plan to leave San Francisco on Wednesday, October 20. Felicia B. Lynch J. Michael McCloskey Rev. J. Oscar McCloud Please return the enclosed session preference form which helps us in planning. Catherine E. McDermott Wayne Meisel You are not obligated to attend those sessions but this information will be very Bruce L. Newman Louis Nunez helpful to IS. Thank you for joining us! Janice Petrovich Milton Rhodes Dorothy S. Ridings Sincerely, Rebecca W. Rimel James P. Shannon Rev. Paul H. Sherry Clifford V. Smith, Jr. Alfred H. Taylor, Jr. 09Am Eddie N. Williams Eugene R. Wilson Brian E. Foss Adam Yarmolinsky Vice President A NATIONAL FORUM TO ENCOURAGE GIVING, VOLUNTEERING AND NOT FOR PROFIT INITIATIVE 1828 L. Street, N.W. Washington, D.C. 20036 (202) 223-8100 FAX: (202) 416-0580 of information and Delive THE Mail and pitt KPMG Children Di open Teamsland America Foundation Allent Kunstedier may Marwick AND Foundation Charitable Drink Driv Foundate albertive known Community Philanthing where ecember Excluses the NDEPE DENT SECTO DENT SECTOR OR Loting Member oting you. 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HUMBER Student Conserva - centers [en Special throries Association ation: Social Wellare Institute DEPARTMENT registry The Skiltbullders Fund Melvir lmos Associates Stegned THE agains Aamn Strain and The Straus Foundation Southern Edu, hundaiion USA chapueying JCJ waynes he Chesicapher Smithers The Lois and and Samuel a The khool Reading it Fundamental Reader Divesi Rainthose pur DAY Quest casing Public the YSA pip MODY The Winston Winston-Salem Salem Foundation - 1 i Wellness 7 SOCIETY JSK lounds condition sure FUR (MM) DELIN 2000 RY MUST Injury courpons) MY rusider JULY Land program the PIY Foundation vire Bernet $ Tarks onlo oundation mayor social / America Foundation Legislative Club HO unles am hilder compunity Action ambort Current with compuner away MINISM ammunity fuundallo indallon Miclean Foundation Curduo yours equipty distribute PRODUCTIVE VATIM There Space Atholic Yes The Scholl oundation and componing Reading Required membations and institute) animal WEH Friend Foundation and contains HAWAN the (P&) Family From Frundation and PRAMA for 2 PIND corpune Company pun. 1 ohicience Founday impunity 448 Foundation Founds is Junes restitute and a INDEPENDENT SECTOR 1993 ANNUAL MEETING - SAN FRANCISCO PRE . EVENT ACTIVITIES ALL EVENTS WILL DEPART FROM AND RETURN TO THE FAIRMONT HOTEL UNLESS OTHERWISE INDICATED ALL EVENTS SUBJECT TO AVAILABILITY: IS WILL CONTACT YOU IF AN ACTIVITY IS OVER- OR UNDER-SUBSCRIBED OR CANCELLED SATURDAY - OCTOBER 16, 1993 MORNING ACTIVITY 1. "West Coast Weekend" - Join comical host Sedge Thompson, Northern California's answer to Garrison Keillor, for a live (and lively!) broadcast of the irreverent public radio show "West Coast Weekend." The show features special guests, live music and satirical skits, like "The Good, the Bad, and the Irradiated." The show is broadcast from the Cowell Theater at Fort Mason Center. The Center is a converted army post now home to numerous non-profit uses, including the Craft and Folk Art Museum and other small museums, and the Library Ship S.S. Jeremiah O'Brien. Departs: 10:00 a.m. Returns: 2:00 p.m. Cost: $10.00 per person Food: Not included INDEPENDENT SECTOR Host: Jennie Gerard, Trust for Public Land SATURDAY - OCTOBER 16, 1993 AFTERNOON ACTIVITIES 1. "Lust, Crime and Foolishness" awaits you on this enchanting walking tour of San Francisco. Explore the city's "frisky history." Learn about San Francisco's outrageous past and eccentric citizens: "Maiden" Lane, Emperor Norton, the Barbary Coast, and back alleys in Chinatown. Departs: 2:00 p.m. Returns: 4:45 p.m. Cost: $15.00 per person Food: Guide will provide a list of restaurants INDEPENDENT SECTOR Host: Joanne Blum, Project SEED 1 2. "A Personal Tour of Chinatown" is yours with this very exclusive look into the community within a community that is Chinatown. Hosted by Dr. Albert Chew, a noted San Francisco philanthropist and leader, this insider's view of one of the Bay Area's most interesting communities. Departs: 12:00 noon Returns: 3:30 p.m. Cost: $20.00 per person Food: Dim Sum Lunch provided INDEPENDENT SECTOR Host: Tom Ruppanner, The United Way 3. "Project Open Hand" has been "Cookin'Up Love" for people with AIDS since 1985, and over the past eight years has become the world's largest provider of food to people with AIDS. But in spite of its size, the real strength of Project Open Hand has been its emphasis on the needs of individual clients. The INDEPENDENT SECTOR delegation will get a hands-on view of this philosophy with a visit to the Open Hand Kitchen. Upon arrival they will participate in the daily task of packaging the 1600+ meals, in 24 separate menus, for Project Open Hand's clients. And along with putting the meals together, the INDEPENDENT SECTOR delegation will have a chance to sample their work, by enjoying the same meal they have just packaged for Open Hand's clients. After lunch, the delegation will travel to the workshop of "The Names Project," the world- renowned memorial to victims of AIDS. Since its inception in 1987, The Names Project "Quilt" has grown from an idea in the fertile mind of activist Cleve Jones to a sprawling 15 acre patchwork. At the Names Project workshop, the INDEPENDENT SECTOR delegation will get a first-hand glimpse of the loving handiwork that sews and maintains the ever-growing quilt. Departs: 12:00 noon Returns: 3:30 p.m. Cost: Free Food: Lunch provided INDEPENDENT SECTOR Host: Lynn Luckow, Jossey-Bass Publishers 4. "The Gardens and Museums of Golden Gate Park" - We'll be provided with our own tour of the Strybing Arboretum, a fabulous botanical garden with over 7,500 species - see the Cloud Forest and the Cape Province gardens at their peak and enjoy the fragrance garden, then we'll have lunch and you can visit some of the Park's other special gardens or go to the Asian Art the Academy- of Sciences-o1 take in the mysteries of Mexico's ancient culture of Teotihuacan at the M.H. de Young Memorial Museum. 2 Departs: 12:00 noon Returns: 5:00 p.m. Cost: $12.00 per person (plus museum admission of $7.50) Food: Lunch provided Maximum: 20 people INDEPENDENT SECTOR Host: Deborah Wallace, Levi Strauss Foundation 5. "Stanford University-Haas Center for Public Service and B. Gerald Cantor Rodin Sculpture Garden" - Find out why, and how Stanford has succeeded in involving 70% of Stanford undergraduates in some 40 campus public service organizations, contributing over 70,000 volunteer hours annually each academic year. Meet the students who are involved in this effort and learn more about the range of services they provide to the community. End your visit to Stanford with a stroll through the B. Gerald Cantor Rodin Sculpture Garden which contains the largest concentration of Auguste Rodin bronze sculpture in the world. Departs: 12:00 noon Returns: 5:00 p.m. Cost: $10.00 per person Food: Lunch provided INDEPENDENT SECTOR Host: Deborah Sloss, Fleishhacker Foundation 6. "Jake Finnegan's Rendezvous Cafe" - A return to a Speakeasy and "The Roaring 20s." When we give the three secret words, "Jake sent me," we will be admitted to enjoy lunch and a two-hour musical at Jake Finnegan's, the king of the good time. You'll find the original drinks, songs, games and characters of the era. Departs: 12:30 p.m. Returns: 4:00 p.m. Cost: $33.00 per person (includes show drinks not included) Food: Lunch provided Minimum: 30 people INDEPENDENT SECTOR Host: Sylvia Rosales-Fike, Vesper Society 7. "The Presidio: Soon to be a National Park" - Interested in the exciting plans for the conversion of the U.S. Army Presidio to a national park, global environmental center and nonprofit hub? A representative of the Golden Gate National Parks Association (GGNPA) will tell about the ambitious-planning-process to turn the Presidio into an international attraction, the crucial role of nonprofit organizations in the conversion process, and how to pay for the dramatic transformation. The one-hour briefing will include descriptions of the public/private partnership that is envisioned in the funding and management plan, and the Community Consultation Initiative - a project dedicated to creating park access for socio-economic 3 communities that are traditionally underserved by the National Park System, thereby creating a truly multi-cultural, educational, not "just another" park. After the presentation, participants will board a bus for a guided tour of the 1,500-acre Presidio, which has been called the most extraordinary piece of urban real estate in the world. See where targeted recreational, educational and nonprofit organization facilities will be located in the new park and learn about the Presidio's rich military history from the Spanish to the Union Army during the Civil War, to today's U.S. Sixth Army. Departs: 1:30 p.m. * Returns: 4:30 p.m. Cost: Free Food: Not included INDEPENDENT SECTOR Host: Jennie Gerard, Trust for Public Land NOTE: Wear comfortable clothes so you can sit on grass. * If you plan to attend "West Coast Weekend" (see above), you do not need to return to the hotel. You can join this tour at Fort Mason. SATURDAY - OCTOBER 16, 1993 EVENING ACTIVITIES 1. San Francisco Opera: "La Boheme" by Puccini at the San Francisco Opera House, preceded by a light supper reception. Departs: 6:00 p.m. Cost: $100.00 per person (includes ticket and supper) Food: Light supper reception provided Maximum: 24 people INDEPENDENT SECTOR Host: Lynn Luckow, Jossey-Bass Publishers 2. "The Historic Bar Crawl" - A recreation of the bawdy times when everyone but the Bluebloods called it "Frisco." Join author and historian Mark Gordon in an evening reminiscent of days past when San Francisco was a 24-hour-a-day town. We will visit the old time saloons, still vibrant today as well as a new, traditional one, while enjoying the behind-the-scenes stories. Departs: 7:30 p.m. Cost: $25.00 per person (drinks not included) Food: Not provided Minimum: 10 people INDEPENDENT SECTOR Host: Joanne Blum, Project SEED 4 3. "Gray's Anatomy" - Spalding Gray, Monologuist, Cowell Theater at Fort Mason Center. Again Mr. Gray brings a major piece to our community through SOLO/MIO, destined for Lincoln Center and, like his previous works, film and book versions. His hilarious search for a healthy right eye, world-traveling to pray at the feet of an amazing collection of quacks, New Agers choking in sweat-lodges, New Jersey dieticians and Richard Nixon makes this Spalding Gray's best monologue since "Swimming To Cambodia." Departs: 6:45 p.m. Cost: $22.00 per person Food: Dessert and Coffee INDEPENDENT SECTOR Host: Kirke Wilson, Rosenberg Foundation 4. Berkeley Repertory Theater: "Dancing at Lughnasa" by Brian Friel. Berkeley Repertory Main Stage (Berkeley). In the mostly Catholic but significantly pagan County Donegal of 1936, the four Mundy sisters live a life close to the earth, anticipating the Festival of Lughnasa celebrated each year at harvest. Seen through the eyes of a young boy growing up in their care, this play is a lovely evocation of a time when all things seemed to return home - a missionary priest, a wayward love, and a cantankerous wireless radio that brought the outside world musically into their midst. Winner of both Tony and Olivir Awards for Best Play. Departs: 6:00 p.m. Cost: $31.00 per person Food: Reception prior to performance INDEPENDENT SECTOR Host: Deborah Sloss, Fleishhacker Foundation 5. Oakland Ballet: "Romeo and Juliet" by Ronn Guidi. Paramount Theater, Oakland, an art deco gem. When you fall in love for the first time it is forever. Bitter, lonely rivalry and thwarted passions are transcended by the power of love in this world premiere production of one of history's most important and beloved ballets. As in his other acclaimed full length work, Ronn Guidi focuses on the drama, intimacy and intensity of the story promising to set this production apart from all others. Oakland Ballet's full complement of dancers perform to Prokofiev's monumental score played live by the Oakland East Bay Symphony. Departs: 6:15 p.m. Cost: $32.00 per person Food: Dessert and Coffee INDEPENDENT SECTOR Host: Margaret Bohannon-Kaplan and Melvin Kaplan, Harry Singer-Foundation 5 6. American Conservatory Theater: "Pygmalian" by George Bernard Shaw. Marines Memorial Theater. Shaw's tour de force on love, London and the pleasures and perils of the English language. Two clever, literate men attempt to sculpt a flower girl into the "perfect" creature, little thinking that once formed, she will have a life of her own. This witty comedy will be brought to life for the first time at A.C.T. by director Richard Seyd and a stellar cast. Departs: 7:15 p.m. Cost: $42.00 per person Food: Dessert and Coffee INDEPENDENT SECTOR Host: Jing Lyman, Enterprise Foundation and Richard Lyman, Past IS Chair 7. American Conservatory Theater: "Pecong" by Steve Carter. Stage Door Theater. Benny Sato Ambush, who electrified audiences last year with "Miss Evers' Boys," takes us to a Caribbean "island of the mind" where Steve Carter has set his tale of magic, passion and betrayal. The title refers to an explosive "talking competition" that forms the climatic center of this rich work, loosely based on the Medea Legend and set against the fantastical landscape of Carnival. Departs: 6:45 p.m. Cost: $29.00 per person Food: Dessert and Coffee INDEPENDENT SECTOR Host: Mila Visser'T Hooft, The Global Fund for Women 8. CAL Performances, U.C. Berkeley: "Dance Theater of Harlem" Zellerbach Playhouse, Berkeley. Led by the charismatic Arthur Mitchell since its founding in 1969. Dance Theater of Harlem has developed into one of the world's top dance companies, renowned for its discipline, portly style, and mastery of diverse, neo-classical repertoire. Departs: 6:45 p.m. Cost: $27.00 per person Food: Not provided INDEPENDENT SECTOR Host: To be announced 6 9. Center for the Arts Yerba Buena Gardens - Celebrate the opening of the Center of the Arts Yerba Buena Gardens. Evening events will include "Illuminated Gardens," an environmental lighting celebration, and an indoor/outdoor Dance Party featuring an all-staff, world-beat band. Departs: 7:00 p.m Cost: Free Food: Not included INDEPENDENT SECTOR Host: Jennie Gerard, Trust for Public Land SUNDAY - OCTOBER 17, 1993 MORNING ACTIVITIES 1. "The Names Project" AIDS Memorial Quilt is the world's most visible symbol of the human impact of the AIDS pandemic. Through the creativity of the friends, family members and lovers who made it, the Quilt illustrates the lives behind the statistics of AIDS. It includes more than 24,000 panels, each commemorating someone who has died of AIDS, and it is growing every day. Portions of the quilt are displayed more than 200 times every year throughout the nation to help increase awareness, inspire compassion, and raise funds. At the Names Project workshop on Market Street, the INDEPENDENT SECTOR delegation will get a first-hand glimpse of the loving handiwork that sews and maintains the ever-growing quilt. After the Quilt, we will move on to "Project Open Hand." Project Open Hand started in 1985 with the determination of one woman to feed friends with AIDS, and over the past eight years has become the world's largest provider of food for people with HIV. But in spite of its size, the real strength of Project Open Hand has been its emphasis on the needs of individual clients. The INDEPENDENT SECTOR delegation will see that first hand with a visit to the Open Hand kitchen and by helping to assemble this Sunday's meals. Project Open Hand operates a food "assembly line" that would have made Henry Ford proud, packaging 1600+ meals each day. And along with putting the meals together, the INDEPENDENT SECTOR delegation will have a chance to sample their work, by enjoying the same meal they have just packaged for Open Hand's clients. Departs: 11:00 a.m. Returns: 2:30 p.m. Cost: Free Food: Lunch provided INDEPENDENT-SECTOR-Host:+ Lynn-Luckow, Jossey-Bass Publishers 7 2. "Environmental Volunteer Project" - Join us as we rid the beautiful Golden Gate National Recreation Area of non-native plant species which have invaded the park. We'll weed a bit with the Habitat Restoration Team (a group of volunteers who work every Sunday), and eat a picnic lunch on the beach and visit the seals at the Marine Mammal Center. Departs: 8:45 a.m. Returns: 3:00 p.m. Cost: $10.00 per person Food: Lunch provided Maximum: 10 People INDEPENDENT SECTOR Host: Susan Little, Levi Strauss Foundation Note: Wear work clothes; dress in layers. Tools and gloves provided. 3. "Second Harvest Food Bank" -- Celebrate World Food day by visiting Northern California's largest food bank, Second Harvest Food Bank of Santa Clara and San Mateo Counties. Located in a new 65,000 square foot warehouse in San Jose, the Food Bank supplies 366 charities and distribution sites feeding an average of 113,000 people a month. You'll also have the opportunity for hands-on involvement by sorting and packing canned goods. Learn about hunger in Silicon Valley and see how this innovative nonprofit is meeting the challenge. Departs: 9:00 a.m. Returns: 1:00 p.m. Cost: Free Food: Not provided INDEPENDENT SECTOR Host: Deborah Sloss, Fleishhacker Foundation 4. "I Can't Believe I Ate My Way Through Chinatown" is a cooking and eating tour for Chinese food aficionados. We will graze at a vegetarian dim sum shop, a Chinese delicatessen for roast duck and a bakery; learn about essential cooking utensils at a wok shop; watch how rice noodles and dim sum are made; shop in an Asian supermarket; and share an eight-course dim sum luncheon. Departs: 10:00 a.m. Returns: 2:15 p.m. Cost: $50.00 per person Food: Lunch included Maximum: 12 people INDEPENDENT-S -Joanne Blum, Project SEED 8 THE INDEPENDENT INDEPENDENT SECTOR 1993 SHOULD ) MEDIA SECTOR and E DADING GOOD AND FROM TRANSITION IN A DIVERSITY BoTToM PLANNING LINE WORLD ANNUAL MEETING PAGES AT A 30 HOGRAM GLANCE AND 37 THE OCTOBER 17-19 1993 DEAT THE GLOBAL URBAN COMMITATIVEST THE PUBLIC SAN'FRANCISCO, BALIFORNIA THE STEES THE ECONOMY WHITE AND AND HOUSE MENTORING THE AND THE SECTOR >0 Community: OF STEWARDS SECTOR Visions and Challenges BUILDING COMMUNITY 5 del 326 - (if a 7 1 / / to / / / the $ - - - INDEPE NDENT SECTOR 1828 L Street, NW Washington, DC 20036 202 22 3-8100 SPECIAL ACKNOWLEDGEMENT TABLE OF CONTENTS INDEPENDENT SECTOR gratefully acknowledges the following PROGRAM 30 AT AND ANGE organizations for their financial support of INDEPENDENT SECTOR's Annual Meeting (as of September 16, 1993): The Chevron Companies Columbia Foundation Special Acknowledgement Inside front cover The Wallace Alexander Gerbode Foundation 1993 Annual Meeting Committee 2 Richard and Rhoda Goldman Fund Greetings from the Meeting Chairperson 3 Miriam and Peter Haas Fund Meeting Convener 5 Walter and Elise Haas Fund 1993 John W. Gardner Leadership Award Recipient 6-7 Evelyn and Walter Haas, Jr. Fund Important Information 8-9 Luke B. Hancock Foundation Name Badges William Randolph Hearst Foundations Exhibits and Information Exchange Area Media and Press The William and Flora Hewlett Foundation The James Irvine Foundation Special Activity 10 The George Frederick Jewett Foundation Bay Area Host Committee 11-12 Marin Community Foundation Detailed Meeting Program 13-43 McKesson Foundation Sunday, October 17 David and Lucile Packard Foundation Monday, October 18 PROGRAM AT A GLANCE 30-31 Pacific Telesis Foundation Tuesday, October 19 Peninsula Community Foundation INDEPENDENT SECTOR Officers and Board of Directors 44-46 Rosenberg Foundation INDEPENDENT SECTOR Voting Members 47-56 San Francisco Foundation Maps of Hotel Meeting Rooms 57 Sierra Health Foundation Levi Strauss Foundation Index of Speakers 58 Zellerbach Foundation INDEPENDENT SECTOR Staff Attending the Annual Meeting 61 The generous support of these INDEPENDENT SECTOR Members underwrite many of the costs associated with host activities, arts programming, special guests, scholarships, and keeps registration fees at a reasonable level for all Members. We appreciate their support! INSIDE FRONT COVER 1 ANNUAL MEETING COMMITTEE CHAIRPERSON'S MESSAGE Chairperson: Valerie S. Lies Jerry Maburn Our world continues to change at such a fast President Vice President for Planning and Coordination Donors Forum of Chicago American Cancer Society pace. Many, if not all, of these changes affect the Richard Bell nonprofit sector in profound ways. Over the last Rite Moya National Executive Director President year, a new federal administration has been Young Audiences National Health Foundation installed, one of our largest cities erupted with Gale H. Bitter Nathan H. Nattin violence, institutions within the nonprofit sector Manager, Quality & Support Services Corporate Program Coordinator have been challenged publicly about their Public Affairs Procter & Gamble Fund missions and their right to tax exemption, a new The Chevron Corporation John Orders international organization has been organized to Nicholas Bollman Program Officer Program Officer promote citizen participation in emerging democracies, and nonprofit The James Irvine Foundation The James Irvine Foundation organizations continue to be pressured to do more with fewer resources. Emily Rafferty Barbara Bratone Vice President for Development and All these factors occur against the backdrop of growing diversity in our Executive Director Membership society, a heightened search for community and a new social contract, American Indian College Fund Metropolitan Museum of Art shifts in traditional roles played by the government and the private sector, Lon M. Burne William Reese and seemingly intractable social problems. President President Southern California Association for Partners of the Americas Welcome to San Francisco and INDEPENDENT SECTOR's 1993 Annual Philanthropy Charolett Rhoads Meeting! This conference promises to address these challenges and Diane Campoamor President opportunities presented by our changing society. The emphasis is President Pax World Service squarely on looking forward to achieve a vision of community that Hispanics in Philanthropy Ernest z. Robles embraces diversity and renews our sense of participation as individuals as Richard J. Deasy Executive Director well as professionals. Sessions will address economic issues for our sector; President & CEO National Hispanic Scholarship Fund National Council for International Visitors ideas for increasing diversity in our boards, staffs and programs; Reymundo Rodriguez Gloria DeNecoches international perspectives about our sector; and our capacity to attract and Executive Associate Program Officer Hogg Foundation for Mental Health retain the next generation of leaders-to name just a few programs. ARCO Foundation Deborah L Sloss Featured speakers will address, among other issues, stewardship and Betty Dooley Trustee accountability for the sector, the vibrancy of urban initiatives working to Executive Director Fleishhacker Foundation strengthen community, and the Clinton Administration's ideas of Women's Research & Education Institute Elba Bautista Smith partnership with the nonprofit sector. Mary Anne Fleet Vice President for Development and Corporate Contributions Manager Communications The planning committee and INDEPENDENT SECTOR staff have worked The Coors Brewing Company Mexican American Legal Defense and hard to introduce new formats and ideas that will ensure a participatory Edward Glynn Educational Fund experience. The Bay Area Host Committee has assembled an incredible Program Officer Caroline Tower array of opportunities to personally acquaint you with San Francisco, and NYNEX Foundation President we hope you schedule time to take advantage of those. John F. Hartman Northern California Grantmakers Immediate Past President Paula Van Ness I know the committee and staff joins me in welcoming all of you to San DIFFA Executive Director Francisco. The program and meeting-ground opportunities for networking Pat Hoven National Community AIDS Partnership and interaction promise to make this 1993 Annual Meeting one filled with Vice President David J. Vidal challenge and renewal. Honeywell Foundation Vice President & Manager Patty R. Johnson Continental Corporation Foundation President Staff Valerie S. Lies, Chairperson Christmas in April USA Brian O'Connell, President 1993 Annual Meeting Committee Margie Diaz Kints Brian E. Foss, Vice President IS Board of Directors, Vice Chairperson Executive Director Darryl L Barnes, Assistant to the The Donors Forum of Chicago, President Intel Foundation Vice President 2 3 MEETING CONVENER & CHAIRPERSON OF INDEPENDENT SECTOR Raul Yzaguirre Raul Yzaguirre was elected Chairperson of INDEPENDENT SECTOR at the 1992 Annual Meeting. Raul Yzaguirre has served as Executive Director of the National Council of La Raza (NCLR) since 1974, and became its President and Chief Executive Officer in 1978. A lifelong community activist, he began his civil rights career at the age of 15 when he organized the American G.I. Forum Juniors, a component of the American G.I. Forum, a family-oriented organization of Mexican American veterans. Raul Yzaguirre After four years in the Air Force, he attended George Washington University, receiving a B.S. in General Studies with a concentration in management and social sciences. Mr. Yzaguirre founded the National Organization for Mexican American Services (NOMAS), and wrote a proposal to The Ford Foundation on behalf of NOMAS which helped to sensitize the Foundation to Hispanic needs. In 1966, Mr. Yzaguirre joined the Migrant Division of the U.S. Office of Economic Opportunity (OEO), where he served as a program analyst, and was a member of the Advisory Committee to Sargent Shriver, the Director of the War on Poverty. Mr. Yzaguirre left OEO in 1969 to establish and become Executive Director of Interstate Research Associates (IRA), the first Hispanic research association. Since joining NCLR, Mr. Yzaguirre has helped it become one of the David Vidal of Continental Corporation and Kay Carlson of The Equitable Founds- largest and most respected national Hispanic organizations. He has tion greeting IS Chairperson Raul Yzaguirre and IS President Brian O'Connell at a reception for New York IS Members at The Equitable. received numerous honors; in 1979, he was the first Hispanic to receive a Rockefeller Public Service Award for Outstanding Public Service from the Trustees of Princeton University. In 1980, he received a fellowship to the Aspen Institute. He received the Common Cause Award for Public Service in 1986. In 1989-90, he served as one of the first Hispanic Fellows of the Institute of Politics, John F. Kennedy School of Government at Harvard University. Mr. Yzaguirre founded and serves on the Board of the Hispanic Association for Corporate Responsibility (HACR), is Chairperson of the National Hispanic Quincentennial Commission, a Trustee of the Enterprise Foundation, Co-Chairperson of the National Hispanic Leadership Agenda, and Chairperson of the Executive Committee of the Center for Community Change. He was founding Chairperson of the National Neighborhood Coalition, and served as a Commissioner to the U.S. Commission on UNESCO. He was a founding Board Member of INDEPENDENT SECTOR. 4 5 government grants as a result of research where AmFAR provided early 1993 JOHN W. GARDNER support. Thus, it has been able to strongly influence the research LEADERSHIP AWARD directions pursued by national funding agencies, principally National RECIPIENT Institutes of Health (NIH). Since its founding in 1985, AmFAR has granted $58 million to 1100 AIDS research, education and public policy projects. Mathilde Krim, Ph.D. Co-Chair A singular role played by Dr. Krim has been that of building consensus American Foundation for AIDS Research among the diverse and often antagonistic organizations with a stake in AIDS research and education. She has brought together representatives The 1993 John W. Gardner Leadership Award of groups that otherwise might not be willing to talk to each other - honoring outstanding Americans has been government officials, pharmaceutical company representatives, activists awarded to Mathilde Krim, Ph.D., founding co- from the Gay and minority communities, drug treatment experts and chair of the American Foundation for AIDS others - and kept them engaged with the issues until a consensus was Research (AmFAR) for her: reached. Her outreach is global, as is her impact. early and courageous role in alerting the public to the Dr. Krim continues her tireless work fighting AIDS while advocating a scientific and medical challenges of AIDS; fight against a major new threat, Multi Drug Resistant Tuberculosis. forceful advocacy of compassion for people living with AIDS; MDRTB is now a serious public health problem in thirteen states, especially New York, New Jersey and Florida, hitting particularly hard mobilization of the early scientific search for a treatment and in the prison, homeless, HIV positive and poor populations. means of prevention of AIDS; Mathilde Krim is building, mobilizing and leading causes and organi- continued leadership in confronting the social, ethical, zations in the fight against our most serious life-threatening illnesses. As scientific and policy issues related to AIDS and in enlightening an activist, her life work has sent a powerful message to the nation. other organizations and individuals in the fight against AIDS and AIDS discrimination; and, recent efforts in fighting a frightening new health threat, Multi Drug Resistant Tuberculosis (MDRTB), now widespread in many cities. In 1981, when what is now called AIDS had no name but already had begun to kill Americans, Dr. Krim began her battle to awaken Americans to the seriousness of this disease. For several years, she did so in the face of widespread denial that AIDS threatened American society at-large. At the same time, she spoke against the rising public fear and discrimination that was based on widespread misconceptions about the nature of AIDS and how it could be transmitted. Dr. Krim also has led the battle to make experimental drugs available for treatment of patients with advanced AIDS. Under Dr. Krim's leadership, AmFAR has been able to fund imaginative and innovative projects that might otherwise go unsupported. It has acted as a catalyst for many of its grantees who subsequently obtained large IS Founding Chairperson John W. Gardner and IS Board Member Gwen Baker of the U.S. Committee for UNICEF visit at the Gardner Award banquet. B 7 IMPORTANT INFORMATION EXHIBITS AND INFORMATION EXCHANGE To contribute to the effectiveness of the "meeting ground", a display area is located in the Cirque Room and Loggia Corridor - Lobby Level. To maintain the spirit of the "meeting ground", Materials may be placed on the tables starting Sunday morning and may it is essential that the no solicitation rule remain until 4:00 p.m. on Tuesday. INDEPENDENT SECTOR be observed by all meeting participants. publications, government relations information, and GIVE FIVE literature are on display. You can purchase publications with Visa, Mastercard, Refraining from smoking during all meetings checks, cash, or IS will bill you. Stop by and take a look! Exhibitors are and functions is greatly appreciated. asked to remove all materials at the conclusion of the meeting. MEDIA AND PRESS PLEASE WEAR YOUR NAME BADGE! Members of the media are requested to present credentials prior to This will contribute to increased interaction and spirit, and will help you attending sessions and should check in first at the Press Room, located in get acquainted. First-time meeting attendees and prospective members the Grand Ballroom Lounge - Ballroom Level. will be wearing color-coded identification marks on their name badges. BLUE designates a First-time Meeting Attendee IS PUBLICATIONS AVAILABLE ON-SITE YELLOW designates a Prospective IS Voting Member As a special service to IS Members, all INDEPENDENT SECTOR INDEPENDENT SECTOR staff are identified by blue ribbons attached to publications will be available for purchase at the IS exhibit area in the name badges. They will be happy to answer questions and receive Cirque Room and Loggia Corridor - Lobby Level at The Fairmont Hotel. requests for information. Among the offerings, you won't want to miss purchasing your copy of the new Journalism book and the new edition of The Board Member's Book, the just released ethics workbook, and IS's new book on evaluation. Hours for the exhibit area are published in each day's schedule. You can purchase publications with Visa, Mastercard, checks, cash, or IS will bill you. Stop by and take a look! Drop In Give Five logo here William Gray, IS Board Member and President of the United Negro College Fund with Eugene Dorsey, Immediate Past IS Chairperson. 8 9 Host Event - California Academy of Sciences BAY AREA HOST COMMITTEE (As of September 26, 1993) One of the highlights of the 1993 annual meeting will be our evening at the Dennis A. Collins: Co-Chairperson Andrea Gooden California Academy of Sciences hosted by the Bay Area Members of President Program Manager - INDEPENDENT SECTOR. Located in Golden Gate Park, the Academy is The James Irvine Foundation Education Grants Program the West's oldest scientific institution and home of the Steinhart Ira S. Hirschfield: Co-Chairperson Community Affairs Department Aquarium, Morrison Planetarium, and a natural history museum - all open President Apple Computer, Inc. Evelyn and Walter Haas, Jr. Fund Jere Jacobe exclusively to IS Members on Monday evening. Marcia M. Argyris President President Pacific Telesis Foundation Please come casually attired for a fun and interesting evening. "California Pacific Rim" will be the theme for the evening's food and beverages. Bay McKesson Foundation Carmella J. Johnson Area arts organizations will enhance your experience as you explore the John Badger Contributions Manager world's most diverse collection of aquatic life, the Hall of Human Cultures, Development Officer The Clorox Company Foundation AASK America Adopt a Special Kid Evangeline Koch Earth and Space Hall, Wild California exhibits, The Far Side Gallery of Karen Bennett Executive Director of American Leadership over 150 original Gary Larson cartoons, African Safari Hall, the Grants Coordinator Forum National Office planetarium, fish roundabout and tidepool, and a 3 1/2 billion year walk McConnell Foundation American Leadership Forum through time. Joanne L Blum Andria Kosich Director of Development Deputy Director The evening promises to be a great opportunity to meet new colleagues Project SEED Independent Charities of America and renew old acquaintances while seeing one of the world's finest Margaret Bohannon-Kaplan Thomas C. Layton museums. Co-Founder Executive Director Harry Singer Foundation The Wallace Alexander Gerbode Foundation Diane Camposmor Lynn Luckow President President and CEO Hispanics in Philanthropy Joesey-Bass Inc., Publishers Stephen M. Dobbs G. Hanmin Liu President & CEO President Marin Community Foundation United States-China Educational Institute Thomas Eastham Jing Lyman Vice President National Board Chair William Randolph Hearst Foundations American Leadership Forum Edith Eddy Len McCandliss Executive Director President and CEO Compton Foundation Sierra Health Foundation Christine Elbel Theresa A. Mullen Executive Director Executive Director Fleishhacker Foundation The Jewett Foundation Robert M. Fisher Anne Firth Murray Executive Director President San Francisco Foundation The Global Fund for Women Tracy Gary Marian Nielsen Executive Director President Resourceful Women American Association for Museum Jennie Gerard Volunteers Senior Vice President Michael O'Nelli Trust for Public Land Professor and Director, College of Professional Studies Institute for Nonprofit Organization Management University of San Francisco 10 11 Marianne Pallotti Deborah Sloss Vice President and Corporate Secretary Trustee 1993 Annual Meeting Schedule The William and Flora Hewlett Foundation Fleishhacker Foundation Speakers and program as of September 25, 1993 Skip Rhodes Sterling K. Speirn Manager, Corporate Contributions Executive Director The Chevron Corporation Peninsula Community Foundation Ernest Z. Robles Sharon Tennison Executive Disctor President Community: National Hispanic Scholarship Fund Center for Citizen Initiatives Sylvia J. Rosales-Fike Caroline Tower Director, Institutional Development President Visions and Challenges Department Northern California Grantmakers Vesper Society Deborah Wallace Thomas A. Ruppanner Director, Planning and Administration President Levi Strauss Foundation The United Way of the Bay Area Cole S. Wilbur Sunday, October 17 Lee Salter Executive Director Executive Director David and Lucile Packard Foundation McConnell Foundation 9:00 am - 1:00 pm National Forum: "A Vision of Evaluation" Kirke Wilson Bruce R. Sievers Terrace Room - Terrace Level Executive Director Executive Director Rosenberg Foundation "A New Vision of Evaluation" is a holistic Walter & Elise Hass Fund Virginia Wright approach that envisions evaluation as a flexible Susan C. Silk Business Manager and ongoing process that strengthens all efforts Executive Director The Global Fund for Women Columbia Foundation to achieve the organization's mission. This approach to evaluation involves everyone from the CEO and Board of Directors to the newest entry level employee and volunteer. Every staff member/volunteer who is committed to the organization's mission has the capacity to ask good questions about their own position and how their work advances the organization's mission. Thus, a learning environment is created to foster organizational effectiveness. INDEP Continental Breakfast will be available at 8:30 a.m., and lunch will be provided at the SE close of the program. Resource Persons: Thomas F. Beech Executive Vice President Burnett-Tandy Foundation Linda R. Fisher Consultant Linda R. Fisher & Associates Elizabeth Dole, President of The Sandra T. Gray Reatha Clark King of the General Mille American Red Cross, addressing the Vice President Foundation asks a probing question 1992 annual meeting. regarding rebuilding communities at the INDEPENDENT SECTOR 1992 annual meeting. 12 13 Sunuay, OCCURER " annual OCCURER " Steven E. Mayer 4:30 pm - 6:30 pm Opening Session - "Community: Executive Director Visions & Challenges" Rainbow Research, Inc. Grand Ballroom - Ballroom Level Astrid E. Merget This session features Sandy Close, Executive Associate Dean Director of Pacific News Service, interviewing a College of Business diverse group of young people in the Bay Area Ohio State University about their sense of community, what creates it, James R. Sanders why it does or does not exist, how it might be Program Director created, and how independent sector The Evaluation Center organizations are helping or hindering them Western Michigan University from being a part of community. Pacific News Walteen Grady Truely Service is a network of writers, scholars, President/CEO journalists, and people with unique life Women and Foundations/Corporate experiences who collaboratively explore the Philanthropy least known, least understood, most controversial side of issues and trends affecting Edward T. Weaver American society. Vice President Program Support Services Meeting Convener: Ewing Marion Kauffman Foundation Raul Yzaguirre, Chairperson Chairperson Raul Ymguirre INDEPENDENT SECTOR IS Leadership/Management Committee Meeting Chairperson: Valerie S. Lies, Vice Chairperson Noon - 8:00 pm IS Board of Directors Registration Grand Ballroom Foyer - Ballroom Level President, The Donors Forum of Chicago Facilitator: Noon - 6:30 pm Exhibits Sandy Close, Executive Director Pacific News Service Cirque Room and Loggia Corridor - Lobby Level Resource Persons: Valerie S. Lies 12:30 pm - 2:30 pm Meeting of Annual Meeting and Young people in the Bay Area Membership Committees French Room - Lobby Level 6:30 pm - 7:30 pm Meeting Ground Reception & Entertainment 3:00 pm - 4:15 pm Orientation Meeting for First Time Everyone Welcome! Attendees, New & Prospective Members Venetian Room - Lobby Level Venetian Room - Lobby Level "What is IS All About?" An informal meeting of new, first-time, and prospective Members with the Annual Meeting and Membership Committees, key IS staff and Board, with time for participants to share information about their organizations. 14 15 a OCCURER " munuay, OCCURER 10 7:30 pm - 9:00 pm Opening Dinner Monday, October 18 Gold Room - Lobby Level Chairperson: John D. Kemp 7:30 am - 4:00 pm Registration IS Board of Directors Grand Ballroom Foyer - Ballroom Level Executive Director United Cerebral Palsy Associations 7:30 am - 9:00 am Breakfast Roundtables Terrace Room - Terrace Level Celebration of Legislative Victories Brian O'Connell, President REPLICATION: MINING NONPROFIT John D. Kemp INDEPENDENT SECTOR GOALS Alan Fox, Conference Coordinator, California Preliminary Report of Project to Learn Association of Nonprofits What People Currently Think of Nonprofits SOCIAL RESPONSIBILITY AND YOUR Marcia K. Sharp ORGANIZATION'S INVESTING Member, IS Public Information & Education Tracy Gary, Executive Director Committee and IS Task Force on Resourceful Women Performance & Accountability MAINTAINING GOOD NCIB RATINGS Brian O'Connell Principal and CEO Kenneth L. Albrecht, President Millennium Communications Group, Inc. National Charities Information Bureau CIVICUS: WORLD ALLIANCE FOR CITIZEN PARTICIPATION: WHAT IS IT? Sandra T. Gray, Vice President, Leadership & Management/International Initiatives, IS COMPUTERIZING YOUR FOUNDATION James Richmond, President and COO Frey Foundation Marcia K. Sharp HOW TO TIE CORPORATE CONTRIBUTION DOLLARS TO EMPLOYEE VOLUNTEER PROGRAMS 9:00 pm - 10:00 pm Meeting Ground continues with dessert, Gale Bitter, Manager, Quality and Support coffee, wine bar. Services, Public Affairs Department, Chevron Venetian Room - Lobby Level IS Annual Meeting Committee EXECUTIVE COMPENSATION IN NONPROFITS Burt Knauft, Former Executive Vice President, IS RATIONALE FOR TAX EXEMPTION Adam Yarmolinsky, Regents Professor of Public Policy, University of Maryland IS Board of Directors 16 17 Munuay, OCCURER monuay, OCCURER EFFECTIVE INVOLVEMENT IN EMERGING RECRUITING VOLUNTEERS IN POST-COMMUNIST DEMOCRACIES: MINORITY COMMUNITIES - EFFECTIVE FINDING OR CREATING FIRM GROUND METHODS Tim Lyman, Board Secretary, Aid to Artisans Emerson Goodwin, Director GETTING YOUR ORGANIZATION Development and Communications COMFORTABLE WITH TOOTING ITS OWN Camp Fire Boys and Girls HORN - SOME WAYS TO DO IT, AND WHY HOW TO FUND RESEARCH IN THE YOU SHOULD NONPROFIT SECTOR Marcia K. Sharp, Principal and CEO Elizabeth Boris, Director of the Nonprofit Sector Millennium Communications Group Research Fund, The Aspen Institute GALVANIZING YOUR AFFILIATES FOR PITFALLS & PRATFALLS: CHALLENGES ADVOCACY TO A NEW EXECUTIVE DIRECTOR Barbara Brissett, Director of Development Mark Clark, President, Travelers' Aid National Council of Educational Opportunity International Associations GETTING PUBLISHED IN THE CORPORATE RETIREE VOLUNTEERS: A NONPROFIT & PHILANTHROPIC SECTOR STRATEGIC ASSET Alan R. Shrader, Senior Editor, Nonprofit Series Donna Anderson, President, National Retiree Jossey-Bass Inc., Publishers Volunteer Coalition THE RELATIONSHIP BETWEEN MARKETING YOUR ORGANIZATION'S GRANTMAKER AND GRANTSEEKER: PUBLICATIONS WHAT ETHICAL ISSUES DO WE FACE? (1) Nancy Schwartz, Director of Marketing Joanne Blum, Director of Development The Foundation Center Project SEED STRENGTHENING COMMUNITIES WITH Susan Silk, Executive Director, Columbia CORPORATE RETIREE LEADERSHIP Foundation Phil Warner, Senior Vice President, National THE RELATIONSHIP BETWEEN Executive Service Corps GRANTMAKER AND GRANTSEEKER: TEACH THE MOTHER, REACH THE CHILD WHAT ETHICAL ISSUES DO WE FACE? (2) - ADULT LITERACY Wendy Puriefoy, President, The Public Jinx Crouch, President, Literacy Volunteers Education Fund Network of America Bruce Sievers, Executive Director, Walter and Elise Haas Fund AMERICANS WITH DISABILITIES ACT: WHAT YOU NEED TO KNOW THE RELATIONSHIP BETWEEN Carl Augusto, President and Executive Director GRANTMAKER AND GRANTSEEKER: American Foundation for the Blind WHAT ETHICAL ISSUES DO WE FACE? (3) DOING AN ANNUAL REPORT WITH A Miguel Barragan, President, The Hispanic Community Fund MINIMUM OF STAFF, TIME AND MONEY - AND MAKING THE MOST OF IT Colburn Wilbur, Executive Director, David and Lucile Packard Foundation Betsy Locke, Director of Educational Division and Communications, The Duke Endowment 18 19 monuay, OCCURR Munuay, OCCURR THE RELATIONSHIP BETWEEN STATUS IN CONGRESS OF IS PRIORI Y GRANTMAKER AND GRANTSEEKER: TAX ISSUES WHAT ETHICAL ISSUES DO WE FACE? (4) Bob Smucker, Senior Vice President and Jennie Gerard, Senior Vice President, Trust for Director, Government Relations, IS Public Land Ted Lobman, President, Stuart Foundations NEW PUBLIC CHARITY LOBBY REPORTING REQUIREMENTS AND OTHER POLITICS & CIVIC INVOLVEMENT: DOES LOBBYING ISSUES BEING IT BELONG IN THE WORKPLACE? CONSIDERED BY CONGRESS Laurie Hirschfeld Zeller, Research Associate Thomas Troyer, Esq., Caplin and Drysdale National Civic League Washington, DC FIVE SECRETS OF WORKPLACE FUND HOW TO OPERATE A MORE RAISING ENVIRONMENTALLY SENSITIVE Patrick Maguire, President NONPROFIT Independent Charities of America. John Jensen, Vice President, Development FINANCIAL RESPONSIBILITY AND National Wildlife Federation COMMUNICATION WITH BOARD ATTRACTING YOUNG LEADERSHIP TO MEMBERS THE NONPROFIT SECTOR Jenise Gaskin, Burr, Pilger & Mayer Jing Lyman, National Board Chair, American San Francisco Leadership Forum DIRECTOR'S & OFFICER'S INSURANCE IMMIGRANTS & REFUGEES: AND LIABILITY ISSUES AMERICA'S RESPONSE TO CHANGING Robert Wexler, Silk, Adler & Colvin, San Francisco POPULATIONS MARBLE CAKE OR MOCA JAVA: SHOULD Kirke Wilson, Executive Director, Rosenberg PHILANTHROPY ATTEMPT Foundation TO REVERSE OR SPEED UP THE POOLED INCOME FUNDS AMERICAN TRADITION OF Helmer Ekstrom, Director, Community CULTURAL INTEGRATION? Foundation For Greater New Haven Doug Harbit, Director of Financial Services National Trust for Historic Preservation SHARING AND PROMOTING EACH OTHER'S PROGRAMS: TALK SHOWS, RELIGION AND PHILANTHROPY PUBLICATIONS, SHOW CASES. Virginia Hodgkinson Margaret Bohannon-Kaplan, Co-Founder Vice President, Research, IS The Harry Singer Foundation Reverend J. Oscar McCloud, Executive INVESTING IN NONPROFIT Director, Fund for Theological Education IS Board of Directors ENTREPRENEURS: WHAT NEEDS TO BE DONE? STARTING, MANAGING, AND Jim Clark, President and Executive Director MAINTAINING A DEVELOPMENT OFFICE ACCESS John F. Hartman, Consultant in Fund Raising and Not for Profit Management GIVE FIVE - PUTTING IT TO WORK IS Annual Meeting Committee FOR YOU Dudley H. Hafner, Executive Vice President STATUS IN CONGRESS OF POSTAL RATES American Heart Association AND NATIONAL SERVICE IS Board of Directors Joy Terrell, Associate Director, Government Relations, IS 20 21 Munuay, OCCURER monuay, OCCURER REACHING VULNERABLE POPULATIONS 9:15 am - 10:45 am Plenary: Nonprofit Organizations as WITH AIDS EDUCATION Stewards of the Public Trust Mark Krueger, National Director, Research Grand Ballroom - Ballroom Level Program Campaigns, AmFAR This townhall meeting will take a tough look at NATIONAL ORGANIZATION/LOCAL the issues being raised in the media about our AFFILIATE RELATIONSHIPS: AUTONOMY sector, and what the sector must do to insure AND COLLECTIVE ACTION confidence in our organizations. We will explore Richard Jacobs, Associate Executive Vice issues raised in The Philadelphia Inquirer series President, Council of Jewish Federations and other recent media stories including: YOUTH IN PHILANTHROPY PROJECT: A excessive compensation, fund raising scams and Dorothy S. Ridings SERVICE LEARNING APPROACH WITH A high costs, conflicts of interest, self-dealing, GRANTMAKING TWIST governmental oversight, fulfillment of legal Pauline Urbano King, Project Director, Arizona requirements for disclosure, reactions by GIVES, Arizona Community Foundation Congress and state regulators, and challenges to the criteria for tax exemption. THE FUTURE WORKPLACE AND ITS IMPACT ON EMPLOYEE GIVING Facilitator: John Coy, President, The Consulting Network Dorothy S. Ridings President & Publisher NONPROFIT MERGERS & The Bradenton Herald RESTRUCTURING: FICTION OR REAL Nelll A. Borowaki IS Board of Directors TREND FOR THE FUTURE? Rick Smith, National Executive Director Chairperson, Public Information and Education Committee Support Centers of America Board of Directors The Ford Foundation 8:00 am - 4:00 pm Exhibits Resource Persons: Cirque Room and Loggia Corridor - Lobby Level Neill A. Borowski Staff Writer The Philadelphia Inquirer Senford Cloud, Jr. Sanford Cloud, Jr., Esq. Chair The Children's Fund of Connecticut Secretary, IS Board of Directors Chairperson, IS Task Force on Performance and Accountability Gilbert M. Gaul Staff Writer The Philadelphia Inquirer Glibert M. Gaul Gracia Hillman Jean Gumerson, Presbyterian Health Foundation, chats Executive Director with IS Board Members Bob Frehse of the William Randolph Hearst Foundations and Oscar McCloud of League of Women Voters The Fund for Theological Education. Chairperson IS Government Relations Committee Nominee, IS Board of Directors 22 Gracla Hillman 23 моливу, OCCURER 01 Monday, October 18 Carole Ritts Kornblum Deputy Attorney General 2. Independent Sectors Sharing Borders State of California French Room - Lobby Level Kathleen Nilles A discussion of community development and Tax Counsel health needs and third sector approaches along the U.S. - Mexican Border. Ways and Means Committee U.S. House of Representatives Facilitator: William Reese Kathleen Nilles President 10:45 am - 11:15 am Coffee Break Partners of the Americas Cirque Room and Loggia Corridor Lobby Level IS Annual Meeting Committee Resource Persons:: 11:15 am - 12:30 pm Mini-Plenaries: Fred Pinkham Advisor 1. The Future of Workplace Giving Venetian Room - Lobby Level William Resse David and Lucile Packard Foundation Through workplace campaigns, 25 million Alfred L Webre employees donate over $2 billion annually to Brownsville Community Health Center charities. However, significant change is occurring affecting charity federations, 3. Attracting & Retaining the Next individual charities, employers and employees. Generation of Sector Leaders The panel will discuss the issues and possible Pavilion Room Lobby Level solutions to strengthen cooperation and giving. Direction and action are in the minds of both Moderator: younger and more experienced leaders, and Don Sodo both are needed to build the future of nonprofit Executive Director and voluntary organizations. This interactive National/United Service Agencies (N/USA) and session combines the minds of leaders to Chair, Council of Federations (Council explore what we need to do to embrace and members: Combined Health Appeal of America, nurture the next generation. Earth Share, International Service Agencies, Facilitator: National Alliance for Choice in Giving, Steven A. Minter National/United Service Agencies) Executive Director Don Sodo Panelists: The Cleveland Foundation Pamela Erwin Resource Persons: Community Support Campaign Manager Vanessa Kirsch Wells Fargo Bank Executive Director Elaine Jones Public Allies Director-Counsel Steven A. Minter Wendy Kopp NAACP Legal Defense and Educational Fund President Ted Moore TFA, Inc. President Teach for America United Way of Southeastern Pennsylvania TEACH! David Yamakawa The Learning Project Attorney and Volunteer for both the United Way and Nonprofit Organizations that are part of 24 Alternative Worknlace Civing Compaime 25 ivionuay, OCCURER 10 Munuay, OCWUER 10 12:45 pm - 2:15 pm Luncheon: Managing Change In A Bottom Facilitator: Line World Paula Van Ness Grand Ballroom - Ballroom Level Executive Director This session will present a personal perspective National Community AIDS Partnership on managing change processes in an IS Annual Meeting Committee organization with high public expectations and Panelists: demands for services. How can a nonprofit leader deliver value to grassroots constituents? Virginia T. Ladd Meanwhile, organizations face increasing President/Executive Director concerns over costs of fund raising, control of American Autoimmune Related Diseases Association Paula Van Nees James A. Joseph resource allocation at local levels, and overhead Janice Petrovich and staff salary expenses. What can nonprofits National Executive Director learn from the corporate, bottom-line mentality ASPIRA Association to increase our efficiency and effectiveness? IS Board of Directors Conversely, what expectations do corporations have over not-for-profits if they are to be 2. Investing In Fund Raising & partners or supporters of nonprofit activity? Human Resources Chairperson: Pavilion Room - Lobby Level Colleen Keast James A. Joseph This session will explore the effectiveness of different President grantmaking strategies for enhancing the fund Council on Foundations raising capabilities of nonprofits. It will also review Presenters: the growing needs for nonprofits to invest in the Colleen Keast human resources of their own organizations and why this can be critical to the ongoing viability of a Executive Director/Secretary nonprofit in difficult economic times. Whirlpool Foundation Moderator: John Seffrin Executive Vice President & CEO Elba Bautista Smith John Seffrin American Cancer Society Vice President Mexican American Legal Defense and Educational Fund 2:30 pm - 3:45 pm Concurrent Sessions IS Annual Meeting Committee 1. Trustees Resource Persons: Garden Room - Lobby Level Robert M. Fisher This session will focus on attracting and President retaining good trustees for the sector and will Elbe Bautists Smith The San Francisco Foundation include such topics as: how to reach out to attract a board that reflects diversity and youth; Joseph B. McNeely what are the dynamics between the board chair President and the executive director; and how does a Development Training Institute board keep its mission focused while continuously assessing change around them? 3. Evaluating Advertising in the Nonprofit Sector Fountain Room - Lobby Level Public service and other advertising campaigns abound in our sector. How can we better evaluate them and gauge results? How can we better measure 26 media and direct mail campaigns? 27 Monuay, OCCURER Monuay, OCCURER 10 Facilitator: 5. Getting Real - Adapting Your Programs to Emily Rafferty Our Pluralistic World Vice President for Development and Membership Venetian Room - Lobby Level Metropolitan Museum of Art, New York A look at successful efforts to change an IS Annual Meeting Committee organization's programming to be more responsive to Resource Persons: our pluralistic world. The emphasis is on "how to" - such as how to change grantmaking guidelines or Mike Heron priorities, or how to change services, volunteer Senior Vice President, Public Relations recruitment and training, etc. to be more inclusive. American Cancer Society, Atlanta Emily Rafferty Facilitator: Nancy Schulman Account Director/Vice President Flo Green Board Chair Hal Riney and Partners Advertising, San Francisco California Association of Nonprofits Ruth A. Wooden Resource Persons: President The Advertising Council Bill Diaz Program Officer 4. IS Position on Proposed Legislation The Ford Foundation Related to Performance and Accountability Flo Green Isabel Stewart of Public Charities National Executive Director French Room - Lobby Level Girls Incorporated This session will address proposed legislation and Walteen Grady Truely its implementation. President/CEO Facilitator: Women and Foundations/Corporate Philanthropy Lon Burns 6. A Portrait of the Independent Sector: President the Activities and Finances of Charitable Southern California Association for Philanthropy Organizations IS Annual Meeting Committee Empire Room - Lobby Level Resource Persons: The session will present findings from an IS national Dorothy Johnson study of nonprofits to be released in October by type President of organization. Includes first time information on Council of Michigan Foundations employees, volunteers, governing boards, and Lon Bume IS Board of Directors clientele of organizations. Reviews finances, Thomas Troyer, Esq. revenues, public support, unrelated business income, Caplin & Drysdale, Washington, DC and tax exempt issues. Reviews the 990 form, its importance and how it can be improved. Carmen Delgado Votaw Moderator: Washington Representative Girl Scouts of the U.S.A. Jane Couch Reactor: Vice President for Resource Development National Trust for Historic Preservation Kathleen Nilles, Tax Counsel Chairperson Ways and Means Committee National Center for Charitable Statistics Committee U.S. House of Representatives Presenter: Virginia A. Hodgkinson Jane Couch Vice President of Research 28 INDEPENDENT SECTOR 29 PROGRAM AT A GLANCE Sunday, October 17 Monday, October 18 Tuesday, October 19 7:30 am - 4:00 pm 9:00 am -1:00 pm 7:30 am - 4:00 pm Registration National Forum: Registration Grand Ballroom Foyer - Ballroom "A Vision of Evaluation" Grand Ballroom Foyer - Ballroom Level Terrrace Room - Terrace Level Level 7:30 - 9:30 am Noon - 8:00 pm 7:30 - 9:00 am Breakfast Session on Evaluation Registration Breakfast Roundtables & Transition Planning Grand Ballroom Foyer - Ballroom Terrace Room - Terrace Level Grand Ballroom - Ballroom Level Level 9:15 - 10:45 am 9:45 - 11:00 am 12:30 - 3:30 pm Plenary Session Annual Business Meeting Meeting of Annual Meeting and Grand Ballroom - Ballroom Level Terrace Room - Terrace Level Membership Committees French Room - Lobby Level 10:45 - 11:15 am 11:15 - 12:15 pm Community Coffee Break White House Briefing, Including 3:00 - 4:15 pm Cirque Room and Loggia Corridor - the Roles and Plans for the New Meeting of First Time Attendees, Lobby Level Corporation for National and New & Prospective Members Community Service Venetian Room - Lobby Level 11:15 - 12:30 pm Grand Ballroom - Ballroom Level Visions Challenges Mini-Plenaries 4:30 - 6:30 pm Locations in Full Program 12:30 - 2:15 pm Opening Session: "Community: Luncheon: Community Building Visions & Challenges" 12:45 - 2:15 pm Through Urban Initiatives Grand Ballroom - Ballroom Level Luncheon: Managing Change In Terrace Room - Terrace Level A Bottom Line World 6:30 - 7:30 pm Grand Ballroom - Ballroom Level 2:30 - 3:45 pm Meeting Ground Reception & Mini-Plenaries Entertainment Locations in Full Program 2:30 - 3:45 pm Venetian Room - Lobby Level Concurrent Sessions 4:15 - 5:15 pm Locations in Full Program Concurrent Sessions 7:30 - 9:00 pm Locations in Full Program Dinner 4:00 - 5:30 pm Gold Room - Lobby Level Clinic on Stewards of the Public 6:30 - 7:30 pm Trust Regional Membership 9:00 - 10:00 pm Terrace Room - Terrace Level Receptions Meeting Ground Locations in Full Program Dessert Reception 6:00 pm Venetian Room - Lobby Level Host Event 7:30 - 9:30 pm California Academy of Sciences Dinner: International Perspectives and Presentation of Gardner Award to Dr. Mathilde Krim Grand Ballroom - Ballroom Level 30 31 Monuay, OCCURER 4:00 pm - 5:30 pm Clinic on Stewards of the Public Trust Tuesday, October 19 Terrace Room - Terrace Level Do you have a specific question or problem on accountability or performance issues? Did you 7:30 am - 4:00 pm Registration hear issues raised at this morning's plenary on Grand Ballroom Foyer - Ballroom Level "Nonprofits as Stewards of the Public Trust" that you would like to explore further with "expert" 7:30 am - 9:30 am Breakfast colleagues? Bring your concerns and problems, IS Members' Participation in the Evaluation of and we'll do our best to match you with a IS and the Search for a New IS President colleague who has tackled that problem already, Grand Ballroom - Ballroom Level or can steer you in the direction of resources within the sector to address your challenge. We Your help is needed - and welcomed! IS has will try to respond to questions concerning such begun its five-year planning process which issues as disclosure, compensation, conflicts of includes extensive evaluation of all programs interest, self-dealing, public image/relations and activities. Equally important, the problems, and questionable fund raising Transition/Search Committee will be seeking practices. If you just want to come by to your ideas for the search for a new IS President. continue the dialogue from this morning's In addition to assisting IS with these two critical plenary, we'll have a roundtable for you to talk issues, you may be able to take back ideas for with colleagues. your organization's evaluation and planning processes, and leadership transition planning. 6:00 pm Depart for Host Event at the California Academy of Sciences 8:00 am - 4:00 pm Exhibits Cirque Room and Loggia Corridor - Lobby Level Please come casually attired. The Bay Area Host Committee looks forward to greeting you! 9:45 am - 11:00 am Buses will depart from the California Street Annual Business Meeting of IS Members entrance of The Fairmont. Terrace Room - Terrace Level Everyone is encouraged to attend! Chairperson: Raul Yzaguirre IS Chairperson Financial Reports Sibyl C. Jacobson, Treasurer IS Board of Directors Raul Yzaguirre President & CEO Metropolitan Life Foundation Chairperson's Report and Observations Raul Yzaguirre President National Council of La Raza Slbyl C. Jacobson 32 33 ruesuay, OCCURER 10 TI ay, October 19 President's Report - "Highlights, Priorities and Problems" Government Relations Committee Report on Next Priorities and the Current Brian O'Connell Congressional Hearings IS President Gracia Hillman, Chairperson IS Government Relations Committee Summary of Members' Advice on the Nominee, IS Board of Directors Transition/Search Executive Director Brian O'Connell Frances Hesselbein, Chairperson Gracia Hillman League of Women Voters IS Transition/Search Committee President & CEO Election of Officers and Directors Peter F. Drucker Foundation for James P. Shannon, Chairperson Nonprofit Management IS Nominating Committee IS Board of Directors Membership Profile and Current Status of Past Executive Director Recruitment and Retention General Mills Foundation Norman A. Brown Frances Hesselbein Vice Chairperson, IS Board of Directors James P. Shannon Other Business and Discussion President W.K. Kellogg Foundation 11:15 am - 12:15 pm White House Briefing, Including the Roles Report of the Task Force on Performance and Plans for the New Corporation for and Accountability National and Community Service Grand Ballroom - Ballroom Level Sanford Cloud, Jr., Chairperson Secretary, IS Board of Directors Speaker: Director & Chair, Children's Fund Eli J. Segal Norman A. Brown of Connecticut Assistant to the President Director, Office of National Service President Designate Corporation for National and Community Service EH J. Segal Senford Cloud, Jr. Drop in Give Five logo here 34 35 61 JANNIN 'ARhsan usually, OCCURR 10 12:30 pm - 2:15 pm Luncheon: Community Building Through Peter Goldberg Urban Initiatives President Terrace Room - Terrace Level Prudential Foundation New collaborative initiatives addressing urban IS Board of Directors poverty and other social problems have been Dr. Sokoni Karanja, Steering Committee, developing across the country. Some have a The Chicago Initiative city-wide focus, others are neighborhood-based. President, The Center for New Horizons These collaborations often include funders, nonprofits, churches, corporations, schools, and Peter Goldberg Stewart Kwoh President & Executive Director government - and most have experienced the Asian Pacific American Legal Center frustrations and challenges as well as the (Los Angeles) opportunities involved in the collaborative process. Yet they remain wedded to this Linda Tarr-Whelan process of inclusiveness and trying to work President & Executive Director more closely together. This session will Center For Policy Alternatives examine the perspectives of different stake- holders and some of the critical issues that contribute to the success or frustration of Dr. Sokonl Karanja these efforts. Facilitator: Dennis Collins President The James Irvine Foundation IS Board of Directors Co-Chair, Bay Area Host Committee Resource Persons: Stewart Kwoh Angela Glover Blackwell President and Founder Dennis Collins Urban Strategies Council Linda Tarr-Whelan Angela Glover Blackwell 36 37 usually, OCCURER 10 ruesuay, OCWURE 10 2. Re-engineering Organizations 2:30 pm - 3:45 pm Mini-Plenaries: French Room - Lobby Level Participants will receive detailed information 1. Independent Sector & the U.S. Economy regarding approaches used by not-for-profit (Please note this session will run through organizations to better define outcomes and re- 5:30 p.m.) design processes to achieve those outcomes. Venetian Room - Lobby Level The session will also provide an opportunity to A focus on the role that both philanthropic and discuss results achieved from combining voluntary organizations now play in the strategic planning with re-engineering economy, and the potential for an enhanced role approaches being used by corporations in through partnerships with business and presenting concepts such as: change process, government. We'll start with a look at the city of continuous service improvement, right sizing, Oakland as a case study, move to smaller groups operationalizing strategic plans, and evaluating for discussion of the sector's role in the national and measurement of effectiveness will be economy, and reconvene to share key points. discussed. A report on the session will be published for Moderator: nationwide distribution to leaders in the Jerry Maburn nonprofit and philanthropic sector, government Vice President and business. American Cancer Society Moderator: IS Annual Meeting Committee Nick Bollman Presenters: Program Officer Gwendolyn Baker The James Irvine Foundation President IS Annual Meeting Committee U.S. Committee for UNICEF Panelists: Jerry Maburn Vice Chairperson Maria Casey IS Board of Directors Nick Bollman Executive Director Ann Stallard Urban Strategies Council President Arabella Martinez YWCA of the USA Chief Executive Officer Spanish Speaking Unity Council Gus Newport Executive Director Oakland-Sharing the Vision Victor Rubin Executive Director University - Oakland Metropolitan Forum 38 39 ruesuay, OCCUDER 10 ruesuay, OCCURR 10 3. The Nonprofit Sector and the News Facilitator: Media - Need for Greater Mutual Rita Moya Understanding President California Room - Mezzanine Level National Health Foundation "Why isn't there more coverage of nonprofits? IS Annual Meeting Committee Whoops. that's not the kind of coverage we Resource Persons: meant. Don't they understand all the good we do? Why don't they cover the good news?" Deborah Kaplan Here's the opportunity to interact with Vice President journalists and learn of some fascinating World Institute on Disability, Oakland, CA Rita Moya research on journalists' and nonprofit leaders' Richard M. Neustadt opinions about the sector. Former White House Facilitator: Telecommunications Advisor Board Member, Benton Foundation Diana Campoamor President Hispanics in Philanthropy 2. Moving Beyond Diversity Toward IS Annual Meeting Committee Pluralism French Room - Lobby Level Resource Persons: In this session you will secure a better Burnis Morris understanding of the various implications of Former Reporter, Cox Newspapers diversity. When one hears the word "diversity" Professor of Journalism, Louisiana State Diana Camposmor one associates it with ethnicity; pluralism should University be the higher goal. Raul Ramirez Moderator: News Director KQED Radio, San Francisco Jose Luis Ruiz Executive Director National Latino Communication Center 4:15 pm - 5:15 pm Concurrent Sessions: Resource Persons: 1. Gearing Up for the Future - What is Rebecca Adamson Our Stake in the Communications President Revolution? First Nations Development Institute California Room - Mezzanine Level IS Board of Directors Jose Lule Ruls Technological advances are transforming our Debbera Hayward nation's communications system, creating many Director, Human Resources Planning new ways to deliver and receive information, American Red Cross new ways to communicate with members and John Palmer Smith the public. How do nonprofit organizations fit Chair, Nonprofit Management Program into this vision of the future? How can we New School for Social Research prepare to meet its challenges? Jerry Yoshitomi Executive Director Japanese American Cultural Center Vice Chairperson, IS Board of Directors 40 41 3. Mentoring 7:30 pm - 9:30 pm Dinner: International Perspectives and Fountain Room - Lobby Level Presentation of Gardner Award to If the sector is to attract and retain superb young Dr. Mathilde Krim people to be the next generation of sector Grand Ballroom - Ballroom Level leaders, what can grantmaking and voluntary Chairperson: organizations do to create or enhance Eugene C. Dorsey, Immediate Past mentoring? This session is for those interested Chairperson, INDEPENDENT SECTOR in learning about the mentoring process, successful models, informal and formal ways to The John W. Gardner Leadership Award accomplish mentoring - or come and share what worked in getting you involved in the Eugene C. Dorsey Catherine McDermott, IS Board of Directors, sector that might attract other young leaders. President of Grantmakers in Health, and Chairperson of the Gardner Award Committee Co-Facilitators: will present the 1993 John W. Gardner David C. Condliffe Leadership Award to Dr. Mathilde Krim, Executive Director Co-Founder of American Foundation for AIDS Coro Foundation (New York) Research (AmFAR). A biography of Dr. Krim Ellen R. Sanger appears on pages 6 and 7. Executive Director Featured Speaker: Coro Foundation (Northern California Center) Catherine McDermott Dr. Farida Allaghi, Director, Women and Resource Persons: Children Division, Arab Gulf Programme for David C. Condiife Gloria DeNecochea the U.N. Development Organizations Program Officer (Saudi Arabia); ARCO Foundation Co-Chairperson of the Board of Directors IS Annual Meeting Committee CIVICUS: World Alliance for Citizen Participation John Noonan Founder and Executive Director San Francisco Urban Service Project Dr. Mathilde Krim 6:30 pm - 7:30 pm Regional Receptions Region 1 - Venetian Room - Lobby Level Region 2 - Fountain Room - Lobby Level Region 3 - Garden Room - Lobby Level Region 4 . Green Room - Lobby Level Region 5 - Empire Room - Lobby Level Region 6 - French Room - Lobby Level Everyone is invited to attend a reception hosted by IS Members in your area. A flyer with details about your region and its hosts will be distributed on-site. Dr. Farida Allaghi (far left) with the Board and Staff of CIVICUS: World Alliance for Citizen Participation at the founding board meeting in Barcelona. 42 43 Margaret Gates Catherine E. McDermott INDEPENDENT SECTOR OFFICERS AND National Executive Director President BOARD OF DIRECTORS Girls Incorporated Grantmakers in Health Peter Goldberg Wayne Melsel Chairperson: Raul Yzaguirre BOARD MEMBERS President Executive Director President Prudential Foundation The Bonner Foundation National Council of La Raza Rebecca Adamson William H. Gray III Bruce L. Newman President Vice Chairperson: Gwendolyn C. Baker President Executive Director President First Nations Development Institute United Negro College Fund The Chicago Community Trust U.S. Committee for UNICEF James J. Bausch Paul Grogan Louis Nunez Vice Chairperson: Norman A. Brown Chair, Board of Trustees President President President International Child Health Foundation Local Initiatives Support Corporation National Puerto Rican Coalition, Inc. W.K. Kellogg Foundation Anne L Bryant Raymond L Handlan Janice Petrovich Vice Chairperson: Dudley H. Hafner Executive Director President National Executive Director Executive Vice President American Association of University Women Atlantic Philanthropic Service Company ASPIRA Association American Heart Association Peter McE. Buchanan Joanne Hayes Milton Rhodes Vice Chairperson: Valerie S. Lies President President President President Council for the Advancement and American Association of Fund Raising American Council for the Arts Donore Forum of Chicago Support of Education Counsel Dorothy S. Ridings Vice Chairperson: Alicia Philipp Emelda (Mel) Cathcart Antonia Hernandez President & Publisher Executive Director Director, Corporate Contributions President The Bradenton Herald Metropolitan Atlanta Community Time Warner Inc. Mexican American Legal Defense and Foundation Dennis A. Colline Educational Fund Rebecca W. Rimel Executive Director Vice Chairperson: Jerry Yoshitomi President Ira S. Hirschfield Pew Charitable Trusts Executive Director The James Irvine Foundation President James P. Shannon Japanese/American Cultural and Charles A. Corry Evelyn and Walter Haas, Jr. Fund Past Executive Director Community Center Chairman and CEO Dorothy Johnson General Mills Foundation Treasurer: Sibyl C. Jacobson USX Corporation President President Anne Cohn Donnelly Council of Michigan Foundations Rev. Paul Sherry President Metropolitan Life Foundation Executive Director Anna Faith Jones United Church of Christ Secretary: Sanford Cloud, Jr., Esq. National Committee for Prevention of President Chair Child Abuse The Boston Foundation Clifford V. Smith, Jr. President The Children's Fund of Connecticut Eugene C. Dorsey Stanley N. Katz GE Foundation President: Brian O'Connell Immediate Past Chairperson President President INDEPENDENT SECTOR American Council of Learned Societies Alfred H. Taylor, Jr. INDEPENDENT SECTOR Former President, Gannett Foundation Chairman John D. Kemp The Kresge Foundation Sara L Engelhardt Executive Director President Eddle N. Williams United Cerebral Palsy Associations The Foundation Center President Felicia B. Lynch Joint Center for Political and Anne V. Farrell President Economic Studies President Allegheny Policy Council for Youth and Seattle Foundation Workforce Development Eugene R. Wilson President Barbara D. Finberg J. Michael McCloskey ARCO Foundation Executive Vice President Chairman Carnegie Corporation of New York Sierra Club Adam Yarmolinsky Regents Professor of Public Policy Robert M. Frehse, Jr. Rev. J. Oscar McCloud University of Maryland (Baltimore) Vice President and Executive Director Executive Director William Randolph Hearst Foundations The Fund for Theological Education John W. Gardner Miriam and Peter Haas Centennial Professor Stanford University 44 45 NEWLY NOMINATED FOR INDEPENDENT INDEPENDENT SECTOR VOTING MEMBERS* SECTOR'S BOARD OF DIRECTORS AAFRC Trust for Philanthropy American Fisheries Society Thomas F. Beech AASK America Adopt a Special Kid American Foundation for AIDS Research Executive Vice President ACCESS: Networking in the Public Interest American Foundation for the Blind Burnett-Tandy Foundation Accountants for the Public Interest American Fund for Dental Health Joan Brown Campbell The Advertising Council American GI Forum of the United States General Secretary Advocacy Institute American Heart Association National Council of the Churches of Christ in the USA Aetna Foundation American Humane Association Elaine Chao Affiliated Leadership League of and for the American Humanics President Blind of America American Indian College Fund United Way of America African Wildlife Foundation American Indian Graduate Center Mary Gates Aga Khan Foundation U.S.A. American Institute for Cancer Research Volunteer Leader Agricultural Educational Foundation (AEF) American Leadership Forum Seattle, WA Aid Association for Lutherans American Library Association Gracia Hillman Aid to Artisans American Lung Association Executive Director Air Serv International American Medical Association League of Women Voters Alcoa Foundation American Museum of Natural History Cynthia Mayeda Horatio Alger Association of Distinguished American ORT Federation Americans Chair American Public Radio Dayton Hudson Foundation Alliance for International Educational and American Red Cross Cultural Exchange Anne Firth Murray American Refugee Committee Allied-Signal Foundation President American Social Health Association Alzheimer's Association The Global Fund for Women American Solar Energy Society America the Beautiful Fund Yvonne Shepard American Stock Exchange America's Development Foundation President American Arts Alliance American Symphony Orchestra League AT&T Puerto Rico American Tinnitue Association American Association for Higher Education American Wildlands Fred Silverman American Association for Museum Manager of Community Affairs Volunteers American Women Composers Apple Computer American Association for Respiratory Care Americans for Indian Opportunity American Association for the Advancement Amigos de las Americas of Science Amoco Foundation American Association of Colleges of Nursing Amyotrophic Lateral Sclerosis Association American Association of Community (ALS) Colleges AON Corporation American Association of Fund-Raising APPA: The Association of Higher Education Counsel Facilities Officers American Association of Museums Apple Computer American Association of University Women The Arc of the United States American Autoimmune Related Diseases Arca Foundation Association ARCO Chemical Company American Cancer Society ARCO Foundation American Committee on Africa Arizona Community Foundation American Council for the Arts ARNOVA-Association for Research on American Council of Learned Societies Nonprofit Organizations & Voluntary American Council on Education Action ARROW American Craft Council American Diabetes Association Arthritis Foundation Arts & Business Council American Ditchley Foundation Peter Konrad of the Colorado Trust talks with IS Board Members Norman Brown American Express Foundation Aspen Institute of the W. K. Kellogg Foundation, IS President Brian O'Connell, and American Farmland Trust The ASPIRA Association IS Chairperson Raul Yzaguirre. 46 47 Associated Grantmakers of Massachusetts The Business Enterprise Trust Clearinghouse for Midcontinent Cowles Media Company/Cowles Media Association for Healthcare Philanthropy Patrick and Aimee Butler Foundation Foundations Foundation Association for Volunteer Administration California Association of Nonprofits The Cleveland Foundation CPC International Association of Advanced Rabbinical & California Community Foundation The Clorox Company Foundation Cystic Fibrosis Foundation Talmudic Schools (AARTS) Camp Fire Boys and Girls Close Up Foundation Dade Community Foundation Association of America's Public Television Cancer Care The Coca-Cola Company Charles A. Dana Foundation Stations CARE CODEL Coordination in Development Dance/USA Association of American Universities Carnegie Corporation of New York College and University Personnel Dayton Hudson Foundation Association of American University Presses The Annie E. Casey Foundation Association Deafness Research Foundation Association of Art Museum Directors Catalyst College Board Delaware Association of Nonprofit Agenices Association of Black Foundation Executives Caterpillar Foundation Colonial Williamsburg Foundation Denver Foundation Association of Catholic Colleges and Catholic Charities USA Colorado Association of Nonprofit Universities Design Industries Foundation for AIDS CBS Foundation Organizations Direct Relief International Association of Episcopal Colleges Center for Applied Linguistics The Colorado Trust Geraldine R. Dodge Foundation Association of Governing Boards of Center for Citizen Initiatives Columbia Foundation Universities and Colleges Dole Foundation for Employment of People Association of Hispanic Arts Center for Corporate Public Involvement Columbus Foundation with Disabilities Center for Creative Leadership Combined Health Appeal of America Gaylord and Dorothy Donnelley Foundation Association of Jesuit Colleges and Center for Creative Management Comerica Incorporated Universities R.R. Donnelley & Sons Co. Association of Junior Leagues International Center for Foreign Journalists Commonwealth Fund Donors Forum of Chicago Association of Lutheran Development Center for Non-Profit Corporations Communications Consortium Donors Forum of Ohio Executives Center for Nonprofit Organization Compeer Donors Forum of Wisconsin Association of Performing Arts Presenters Leadership at Regis College Compton Foundation The Dow Chemical Company Association of Science Technology Centers Center for Policy Alternatives Conference of National Park Cooperating Joseph Drown Foundation Center for Research in Ambulatory Health Associations AT&T Foundation Peter F. Drucker Foundation for Nonprofit Atlantic Foundation of New York Care Administration Conference of Southwest Foundations Management Mary Reynolds Babcock Foundation Center for the Study of the Presidency Congress of National Black Churches The Duke Endowment The Conservation Fund Ball Brothers Foundation Center for Women Policy Studies DuPont Association of Baltimore Area Grantmakers Center to Prevent Handgun Violence Conservation International The Durfee Foundation Challenger Center for Space Science Consortium of Endowed Episcopal Parishes Battle Creek Community Foundation Dyson Foundation Education Continental Corporation Foundation The Bauman Foundation Earth Share Champion International Corporation Cooperative Development Foundation BellSouth Corporation Eastman Kodak Company Chase Manhattan Bank, N.A. Coordinating Council for Foundations Benton Foundation Eaton Corporation Alfred Bersted Foundation The Chevron Companies Coors Brewing Company Ecolab The BEST Foundation The Chicago Community Trust Corning Incorporated Foundation Economic Education for Clergy Chicago Tribune Foundation Coro/Eastern Center Beverly Foundation Ecumenical Center for Stewardship Studies Child Care Action Campaign Corporate Citizen Big Brothers/Big Sisters of America Education Commission of the States Child Welfare League of America Bing Fund Corp. Corporation for Enterprise Development EDUCOM Interuniversity Communications Children's Aid International Blandin Foundation Council for Advancement and Support of Council Children's Fund of Connecticut Education El Pomar Foundation Boeing Company Children's Hospice International Council for American Private Education Elderhostel Borden Foundation Chorus America (APVE) Council for Basic Education Elderworks Boston College, Social Welfare Research Christian Blind Mission International Council of Better Business Institute Enterprise Foundation Boston Foundation Christian Church Foundation Bureaus/Philanthropic Advisory Service Environmental Defense Fund Christian Management Association Council of Energy Resource Tribes Boy Scouts of America Environmental Law Institute Christmas in April USA Council of Illinois Nonprofit Organizations Boys and Girls Clubs of America Environmental Support Center Otto Bremer Foundation Chrysler Corporation Fund (CINO) Epilepsy Foundation of America Bridgeport Area Foundation Church Women United Council of Independent Colleges The Equitable Foundation Citibank Council of Jewish Federations Bristol-Myers Squibb Foundation Evangelical Council for Financial Citizens' Scholarship Foundation of America Council of Michigan Foundations Burlington Resources Foundation Accountability (ECFA) CITY INNOVATION Council on Economic Priorities Edyth Bush Charitable Foundation Evangelical Lutheran Church in America City of Hope and National Medical Center Council on Foundations The Bush Foundation Exxon Corporation Edna McConnell Clark Foundation Council on International and Public Affairs Maurice Falk Medical Fund 48 49 George Gund Foundation Institute for Women's Policy Research Alan Guttmacher Institute Institute of Current World Affairs Miriam and Peter Haas Fund Intel Foundation Walter and Elise Haas Fund InterAction (American Council for Voluntary Evelyn and Walter Haas, Jr. Fund International Action) Habitat for Humanity International Interlochen Center for the Arts Hallmark Corporate Foundation International Aid Luke B. Hancock Foundation International Alliance of Executive and Mary W. Harriman Foundation Professional Women Harris Bank Foundation International Alliance of First Night Hartford Foundation for Public Giving Celebrations Hartford Insurance Group Foundation International Association of Psychosocial Rehabilitation Services Hastings Center International Center for the Disabled Hawaii Community Foundation International Child Health Foundation Charles Hayden Foundation Edward W. Hazen Foundation International Christian Youth Exchange International Development Conference IS Board Member Anne Bryant of AAUW sharing Ideas with Emerson Goodwin of Healing Community International Executive Service Corps Camp Fire Boys and Girls. William Randolph Hearst Foundations The William and Flora Hewlett Foundation International Paper Company Foundation International Primate Protection League High/Scope Educational Research Family Service America The Fund for Dance Foundation International Service Agencies Fannie Mae Foundation The Fund for New Jersey Conrad N. Hilton Foundation International Women's Health Coalition Federation of Parents and Friends of Fund for Theological Education Hispanic Association on Corporate The James Irvine Foundation Lesbians and Gays GE Foundation Responsibility Ittleson Foundation Federation of State Humanities Councils GenCorp Foundation Hispanic Policy Development Project Jacksonville Community Foundation FelPro/Mecklenburger General Board of Global Ministries, The Hispanics in Philanthropy JCC Association of North America First Nations Development Institute United Methodist Church Hitachi Foundation Jerome Foundation First Nonprofit Trust General Conference of Seventh-day Hoblitzelle Foundation The Jewett Foundation Father Flanagan's Boys' Home Adventists Hoffmann-La Roche Foundation JM Foundation Fleishhacker Foundation General Mills Foundation Hogg Foundation for Mental Health Johnson & Johnson Florida Association of Nonprofit General Service Foundation Honeywell Foundation The Johnson Foundation Organizations The Wallace Alexander Gerbode Foundation The Hospital for Special Surgery Walter S. Johnson Foundation The Ford Foundation J. Paul Getty Trust Hostelling International American Youth Christian A. Johnson Endeavor Foundation Ford Motor Company Fund Gifts in Kind America Hostels Robert Wood Johnson Foundation Henry Ford Museum and Greenfield Village Irving S. Gilmore Foundation Housing Assistance Council Joint Action in Community Service (JACS) Foreign Policy Association Giraffe Project Hudson-Webber Foundation Joint Center for Political and Economic Forty Plus Educational Center Girl Scouts of the U.S.A. The Huffy Foundation Studies The Foundation Center Girls Incorporated Human Life International Josephson Institute of Ethics Foundation for Advancements in Science Global Fund for Women Hunt Foundation Jostens Foundation and Education Richard & Rhoda Goldman Fund Foundation for Exceptional Children Huntington's Disease Society of America The Joyce Foundation Morris Goldseker Foundation of Maryland Hyams Foundation JSJ Foundation Foundation for Global Community Goodwill Industries of America Alexander Julian Foundation Foundation for Physical Therapy IBM Corporation Goodyear Tire & Rubber Company Illinois Association of Nonprofit Junior Achievement Foundation for the Carolinas Edwin Gould Foundation for Children Organizations Henry J. Kaiser Family Foundation Foundation for the National Capital Region Grand Metropolitan Food Sector Foundation IMCERA Group Kaman Corporation Foundation for the Peoples of the South Grand Rapids Foundation IMPACT II Greater Kanawha Valley Foundation Pacific. Grantmakers in Health The Freedom Forum Independent Charities of America Kansas Association of Nonprofit Grantmakers of Western Pennsylvania Indiana Donors Alliance Organizations The Fresh Air Fund Great Lakes Bancorp The Indiana University Center on Ewing Marion Kauffman Foundation Frey Foundation Lucile & Robert H. Gries Charity Fund Philanthropy W.K. Kellogg Foundation Friends of the National Library of Medicine Grotto Foundation Indochina Resource Action Center (IRAC) James S. Kemper Foundation H.B. Fuller Company GTE Foundation Institute for Educational Leadership Harris and Eliza Kempner Fund 50 51 Kerr Foundation McKesson Foundation National Assembly of National Voluntary National Congress of Parents and Teachers Charles F. Kettering Foundation McKinley Associates Health and Social Welfare Organizations National Consumers League Kids Voting USA McKnight Foundation National Assembly of State Arts Agencies National Council for Adoption Carl B. & Florence E. King Foundation The Meadows Foundation (NASAA) National Council for International Visitors Kmart Corporation Medical Education for South African Blacks National Assistance League National Council for Research on Women John S. and James L Knight Foundation Medina Foundation National Association for Community National Council of Educational Opportunity Koschuszko Foundation Richard King Mellon Foundation Leadership Associations KPMG Peat Marwick Memorial Sloan-Kettering Cancer Center National Association for the Advancement of National Council of Jewish Women The Kreage Foundation Community Foundation of Greater Memphis Colored People National Council of La Raza National Association for Visually Samuel H. Kress Foundation The Menninger Foundation National Council of Non-Profit Associations Handicapped Albert Kunstadter Family Foundation The John Merck Fund National Association of Community Action National Council of Private Agencies for the Land Stewardship Project Mercy Medical Airlift Blind Agencies Land Trust Alliance Merrill Lynch & Co. Foundation National Association of Homes and Services National Council of the Churches of Christ Laubach Literacy Action Metropolitan Association for Philanthropy in the USA for Children Laurel Foundation Metropolitan Atlanta Community National Association of Independent National Council on Child Abuse and Family Foundation Violence Lawyers' Committee for Civil Rights Under Colleges and Universities Law Metropolitan Life Foundation National Cultural Alliance National Association of Independent Schools Leadership America Metropolitan Museum of Art National Association of Schools of Art and National Down Syndrome Society League of Women Voters Mexican American Legal Defense and Design National Easter Seal Society Sara Lee Foundation Educational Fund National Association of Schools of Dance National Environmental Education and Leukemia Society of America Eugene and Agnes E. Meyer Foundation National Association of Schools of Music Training Foundation Lilly Endowment Michigan Nonprofit Forum National Association of Schools of Public National Executive Service Corps En Lilly and Company Midwest Center for Nonprofit Leadership Affairs and Administration National FFA Foundation Lincoln Filene Center L.P. Cookingham Institute National Association of Schools of Theatre National Fish and Wildlife Foundation Literacy Volunteers of America Miles Inc. Foundation National Association of Service & National Foundation for Cancer Research Local Initiatives Support Corporation John Milton Society for the Blind Conservation Corps. National Fund for Medical Education Milwaukee Foundation National Association of Student Personnel National Geographic Society Education The Community Foundation of Greater Lorain County The Minneapolis Foundation Administrators Foundation Los Angeles Women's Foundation Minnesota Council of Nonprofits National Association of United Methodist National Headache Foundation George Lucas Educational Foundation Minnesota Mutual Foundation Foundations National Health Council Lupue Foundation of America, Inc. Mobil Foundation National Associations in Colorado Springs National Health Foundation Lutheran Brotherhood Foundation The Mobile Community Foundation National Audubon Society National Hispanic Scholarship Fund J. Roderick MacArthur Foundation Monsanto Fund National Board for Professional Teaching National Home Library Foundation Standards Mothers Against Drunk Driving National Hospice Organization John D. and Catherine T. MacArthur Foundation Stewart R. Mott Charitable Trust National Catholic Development Conference National Humanities Alliance National Catholic Educational Association Make-A-Wish Foundation of America Charles Stewart Mott Foundation National Institute Against Prejudice and Mandel Center for Nonprofit Organizations Muscular Dystrophy Association National Center for Learning Disabilities Violence at Case Western Reserve University Museum Trustee Association National Center for Nonprofit Boards National Institute for Dispute Resolution March for Life Education & Defense Fund National Charities Information Bureau National Institute for the Conservation of Muskegon County Community Foundation March of Dimes Birth Defects Foundation The National Children's Advocacy Center Cultural Property Mutual of America Life Insurance Company National Interfaith Hospitality Networks Marin Community Foundation Mutual of New York National Civic League National Committee for Citizens in National Leadership Coalition on AIDS John and Mary R Markle Foundation Myasthenia Gravis Foundation Education National Lekotek Center Marsh & McLennan Companies NAACP Legal Defense and Educational National Committee for Prevention of Child Maryland Association of Nonprofit Fund National Low Income Housing Coalition Abuse Organizations National Medical Enterprises National 4-H Council MATHCOUNTS/NSPE Education National Committee for Responsive National Academy of Public Administration National Medical Fellowshipe Foundation Philanthropy National Action Council for Minorities in National Military Family Association Matsuahita Electric Corporation of America National Community AIDS Partnership Engineering (NACME) National Multiple Sclerosis Society Mayo Foundation National Community Reinvestment Coalition National Alliance for the Mentally III National Neighborhood Coalition National Concilio of America McConnell Foundation National Alliance of Business National Network of Runaway and Youth The National Conference McCormick Tribune Foundation Services National Artists Equity Association McGregor Fund National Congress for Community Economic National Park Foundation National Assembly of Local Arts Agencies Development National Parkinson Foundation 52 53 National Press Foundation David and Lucile Packard Foundation Recording for the Blind Community Foundation for Southeastern National Psoriasis Foundation Community Foundation for Palm Beach & Refugees International Michigan National Public Radio Martin Counties Reinberger Foundation Southern California Association for National Puerto Rican Coalition Parent Action Religion in American Life Philanthropy National Retiree Volunteer Coalition Park Ridge Center for the Study of Health, Renewable Natural Resources Foundation Southern Education Foundation National Society for Experiential Education Faith and Ethics Research! America The Spencer Foundation (NSEE) Partners of the Americas Resource Women Spunk Fund National Society of Fund Raising Executives Pax World Service Resourceful Women State Legislative Leaders Foundation National Stroke Association Peninsula Community Foundation Retirement Research Foundation W. Clement & Jessie V. Stone Foundation National Trust for Historic Preservation J.C. Penney Company Charles H. Revson Foundation Aaron Straus and Lillie Straus Foundation National Urban Fellows People-to-People Health Foundation Rhode Island Foundation Levi Strauss Foundation National Urban League Pew Charitable Trusts Sid W. Richardson Foundation Student Conservation Association National Victim Center The Pfizer Foundation RJR Nabisco Foundation The Studio Museum in Harlem National Wildflower Research Center Philip Morris Companies Rochester Area Foundation Subaru of America Foundation National Wildlife Federation The Piton Foundation Rockefeller Brothers Fund Support Centers of America National Youth Employment Coalition The Pittsburgh Foundation Rockefeller Family Fund Synergos Institute National/United Service Agencies (N/USA) The Planetary Society Rockefeller Financial Services Taconic Foundation Native American Rights Fund Planned Parenthood Federation of America Rockefeller Foundation Taft Institute Natural Resources Defense Council Points of Light Foundation Rohm and Haas Company Tandy Corporation The Nature Conservancy Population Council Rosenberg Foundation Anne Burnett & Charles Tandy Foundation Neighborhood Reinvestment Corporation Population Resource Center SAFECO Insurance Companies Community Foundation of Metropolitan New Hampshire Charitable Fund Population-Environment Balance The Saint Paul Companies Tarrant County New Haven Foundation Premier Industrial Foundation Saint Paul Foundation The Taubman Company The New York Community Trust Presbyterian Health Foundation TCF Foundation The Salk Institute for Biological Studies New York Life Foundation Presbyterian Health, Education and Welfare Salvation Army TechnoServe The New York Public Library Association San Francisco Foundation Tenneco New York Regional Association of Presbyterian Women University of San Francisco-Institute for Texaco Foundation Grantmakers Presidential Classroom for Young Americans Nonprofit Organization Management Theatre Communications Group New York Times Company Foundation Prince Charitable Trusts Save the Children Federation 3M Nokomis Foundation Princeton Project 55 Dr. Scholl Foundation Time Warner Nonprofit Academic Centers Council Private Agencies Collaborating Together The School For Field Studies Travelers Aid International Nonprofit Coordinating Committee of (PACT) Scientists' Institute for Public Information Trident Community Foundation New York Private Sector Initiatives Foundation Seafirst Bank The Trilateral Commission Nonprofit Management Association Procter & Gamble Fund Sears, Roebuck and Co. Sears/Coldwell The Parish of Trinity Church in the City of The Nord Family Foundation Project SEED Banker/Dean Witter/Allstate New York Nordson Corporation Foundation Prudential Foundation Seattle Foundation Trust for Public Land Norfolk Foundation Public Affairs Council Second Harvest TRW Foundation North American Association for Public Agenda Foundation Shell Oil Company Foundation U.S. Trust Company Foundation Environmental Education Public Education Fund Network Shepherd's Centers of America Union Institute Center for Public Policy North Carolina Center for Nonprofit Public Leadership Education Network United Cerebral Palsy Associations Organizations Sherwin-Williams Company Puerto Rican Legal Defense and Education Shubert Foundation United Leukodystrophy Foundation Northern California Grantmakers Fund Northwest Area Foundation Siegfried Foundation United Negro College Fund Quest International Sierra Club United States Catholic Conference NOW Legal Defense and Education Fund Radio and Television News Directors Foundation Sierra Health Foundation United States Space Foundation NYNEX Foundation Oakleaf Foundation Rainbow Research Harry Singer Foundation United States-China Educational Institute OICs of America The Skillbuilders Fund United Way International Rainforest Action Network Older Women's League Skillman Foundation United Way of America Ray Foundation OPERA America Raychem Corporation Alfred P. Sloan Foundation US West Foundation Operation Smile International Raytheon Company The Christopher D. Smithers Foundation USX Foundation Outward Bound Reader's Digest Foundation Smithsonian Institution Vellore Christian Medical College Board Pacific Telesis Foundation Reading is Fundamental John Ben Snow Foundation (USA) Vesper Society 54 55 Visiting Nurse Associations of America Women in Communications Volunteers of America Women's Action Alliance HOTEL MEETING ROOMS Volvo North America Corporation Women's Research & Education Institute Izaak Walton League of America Robert W. Woodruff Foundation Warner-Lambert Company Woods Charitable Fund Washington Center Greater Worcester Community Foundation Washington Council of Agencies World Federation for Mental Health Washington Mutual Savings Bank World Resources Institute WAVE World Vision The Wege Foundation World Wildlife Fund Weingart Foundation Wyman Youth Trust Weyerhaeuser Family Foundation Xerox Corporation Mrs. Giles Whiting Foundation YMCA of the USA Amherst H. Wilder Foundation Young Audiences Woodrow Wilson National Fellowship Youth Service America Foundation YWCA of the USA The Winston-Salem Foundation Zellerbach Family Fund Wisconsin Energy Corporation Foundation Women and Foundations/Corporate FLOOR PLANS Philanthropy Listing as of September 15, 1993 IS Board Emelda Cathcart of Time Warner leads a lively discussion on the media at the 1992 annual meeting. 56 57 INDEX OF SPEAKERS Page # Page # Page # Page # Rebecca Adamson 41 Robert M. Fisher 27 Stewart Kwoh 37 Ellen R. Sanger 42 Farida Allaghi 43 Alan Fox 17 Virginia T. Ladd 27 Nancy Schulman 28 Kenneth L. Albrecht 17 Tracy Gary 17 Valerie S. Lies 15 Nancy Schwartz 18 Donna Anderson 18 Jenise Gaskin 20 Ted Lobman 20 John Seffrin 26 Carl Augusto 18 Gilbert M. Gaul 23 Betsy Locke 18 Eli J. Segal 35 Gwendolyn Baker 39 Jennie Gerard 20 Jing Lyman 21 James P. Shannon 35 Miguel Barragan 19 Peter Goldberg 37 Tim Lyman 18 Marcia K. Sharp 16, 18 Thomas F. Beech 13 Emerson Goodwin 19 Jerry Maburn 39 Alan R. Shrader 19 Gale Bitter 17 Sandra T. Gray 13, 17 Patrick Maguire 20 Bruce Slevers 19 Angela Glover Blackwell 36 Flo Green 29 Arabella Martinez 38 Susan Silk 19 Joanne Blum 19 Dudley H. Hafner 21 Steven E. Mayer 14 Elba Bautista Smith 27 Margaret Bohannon-Kaplan 21 Doug Harbit 20 J. Oscar McCloud 20 John Palmer Smith 41 Nick Bollman 38 John F. Hartman 20 Catherine McDermott 43 Rick Smith 22 Elizabeth Boris 19 Debbera Hayward 41 Joseph B. McNeely 27 Bob Smucker 21 Neill A. Borowski 23 Mike Heron 28 Astrid E. Merget 14 Don Sodo 24 Barbara Brissett 18 Frances Hesselbein 34 Steven A. Minter 25 Ann Stallard 39 Norman A. Brown 34 Gracia Hillman 23, 35 Ted Moore 24 Isabel Stewart 29 Lon Burns 28 Virginia A. Hodgkinson 20, 29 Burnis Morris 40 Linda Tarr-Whelan 37 Diana Campoamor 40 Richard Jacobs 22 Rita Moya 41 Joy Terrell 20 Maria Casey 38 Sibyl C. Jacobson 33 Richard M. Neustadt 41 Thomas Troyer 21, 28 Jim Clark 21 John Jensen 21 Gus Newport 38 Walteen Grady Truely 14, 29 Mark Clark 19 Dorothy Johnson 28 Kathleen Nilles 24, 28 Paula Van Ness 27 Sandy Close 15 Elaine Jones 24 John Noonan 42 Carmen Delgado Votaw 28 Sanford Cloud, Jr. 23, 34 James A. Joseph 26 Brian O'Connell 16, 34 Phil Warner 18 Dennis Collins 36 Deborah Kaplan 41 Janice Petrovich 27 Edward T. Weaver 14 David C. Condliffe 42 Sokoni Karanja 37 Fred Pinkham 25 Alfred L. Webre 25 Jane Couch 29 Colleen Keast 26 Wendy Puriefoy 19 Robert Wexler 20 John Coy 22 John D. Kemp 16 Emily Rafferty 28 Colburn Wilbur 19 Jinx Crouch 18 Pauline Urbano King 22 Raul Ramirez 40 Kirke Wilson 21 Gloria DeNecochea 42 Vanessa Kirsch 25 William Reese 25 Ruth A. Wooden 28 Bill Diaz 29 Burt Knauft 17 James Richmond 17 David Yamakawa 24 Eugene C. Dorsey 43 Wendy Kopp 25 Dorothy S. Ridings 23 Adam Yarmolinsky 17 Helmer Ekstrom 21 Carole Ritts Kornblum 24 Victor Rubin 38 Jerry Yoshitomi 41 Pamela Erwin 24 Mathilde Krim 43 Jose Luis Ruiz 41 Raul Yzaguirre 15,33 Linda R. Fisher 13 Mark Krueger 22 James R. Sanders 14 Laurie Hirschfeld Zeller 20 58 59 INDEPENDENT SECTOR STAFF ATTENDING THE 1993 ANNUAL MEETING Brian O'Connell, President Sharon Stewart, Executive Assistant to the President ADMINISTRATION/ANNUAL MEETING Brian E. Foss, Vice President Darryl L Barnes, Assistant to the Vice President Lillie Saunders, Administrative Support GOVERNMENT RELATIONS Robert M. Smucker, Senior Vice President Joy A. Terrell, Associate Director Catherine Pino, Assistant Director LEADERSHIP & MANAGEMENT, INTERNATIONAL Sandra T. Gray, Vice President Terl Siegl, Assistant Director, CIVICUS Rose Brown, Administrative Support MEMBERSHIP IS Chairperson Real Yzaguirre and IS President Brian O'Connell. Char Mollison, Vice President Sandra L Pruitt, Staff Associate John C. Welch, Staff Assistant Barbara Bruno, Administrative Support PUBLIC INFORMATION AND EDUCATION John H. Thomas, Vice President Paula Shoecraft, Associate Director of "Give Five" Campaign Hector Eriksen-Mendoza, Media Relations RESEARCH AND NATIONAL CENTER FOR CHARITABLE STATISTICS Virginia A. Hodgkinson, Ph.D., Vice President David R. Stevenson, Ph.D., Associate Director Heather Gorsld, Program Associate 60 61 1993 INDEPENDENT SECTOR ANNUAL MEETING SESSION PREFERENCES Please take a moment to indicate the meeting topics of most interest to you. While meal and reception functions are included in the registration fee, it is helpful to know which you might attend. Descriptions of each session are in the enclosed schedule of events. You are not obligating yourself, this is simply helpful to IS staff in planning. Please return the enclosed postage-paid envelope by October 4, 1993. Thank you! Sunday, October 17 National Forum: "A Vision of Evaluation" (9:00-1:00) - Orientation for First-time attendees, New & Prospective Members (3:00-4:15) - Opening Session ("Community: Visions & Challenges") (4:30-6:30) - Meeting Ground Reception & Entertainment (6:30-7:30) - Opening Dinner (7:30-9:00) - Meeting Ground continues (9:00-10:00) - Monday, October 18 Breakfast Roundtables (7:30-9:00) - Plenary Session: Nonprofit Organizations As Stewards of the Public Trust - (9:15-10:45) Mini-Plenaries (11:15-12:30) (select one) The Future of Workplace Giving - Independent Sectors Sharing Borders - Attracting & Retaining the Next Generation of Sector Leaders - Luncheon: Managing Change In A Bottom Line World (12:45-2:15) - Concurrent Sessions (2:30-3:45) (select one) Trustees - Investing In Fund Raising & Human Resources - Evaluating Advertising in the Nonprofit Sector - IS Position on Proposed Legislation Related to Performance and - Accountability of Public Charities Getting Real - Adapting Your Programs to Our Pluralistic World - Lessons from the NPO Management Survey - Clinic on Stewards for the Public Trust (4:00-5:30) Host Event at the California Academy of Sciences (6:00) -OVER- Tuesday, October 19 Breakfast on Evaluation & Leadership Transition (7:30-9:30) — Annual Business Meeting of IS Members (9:45-11:00) - Plenary: The White House, Public Policy & The Sector (11:15-12:15) - Luncheon: Community Building Through Urban Initiatives (12:30-2:15) - Mini-Plenaries (2:30-3:45) (select one) Independent Sector & the U.S. Economy (runs through 5:15) - Re-engineering Organizations - The Nonprofit Sector and the News Media - Need for Greater - Mutual Understanding Concurrent Sessions (4:15-5:15) (select one) Gearing Up for the Future - What is our Stake in the - Communications Revolution? Moving Beyond Diversity Toward Pluralism - Mentoring - Regional Membership Receptions (6:30-7:30) - Banquet - John W. Gardner Leadership Award to Dr. Mathilde Krim and - International Perspectives (Dr. Farida Allaghi, Director, Women and Children Division, Arab Gulf Programme for the U.N. Development Organizations (Saudi Arabia); Co-Chairperson of the Board of Directors, CIVICUS: World Alliance for Citizen Participation) (7:30-9:30) NAME: ORGANIZATION: Please return by October 4! A special orientation session will be held on Sunday, October 17 at 3:00 pm for people who are attending their first IS annual meeting. Please see page 1 of the schedule for details. We are looking forward to seeing you in San Francisco, and call us at 202/223-8100 if you have any questions. Brian E. Foss Vice President San Francisco Host Activines INDEPENDENT SECTOR Annual Meeting Saturday, October 16 and Sunday, October 17, 1993 Registration Form # of Tickets Event Cost Join comical host, Sedge Thompson, for a live (and lively!) broadcast $10.00 of the irreverent public radio show, "West Coast Weekend" Take an enchanting walking tour of San Francisco and explore its $15.00 "frisky history" Dr. Albert Chew, noted San Francisco philanthropist and leader will $20.00 take you on a "personal tour of Chinatown," one of the Bay area's most interesting communities Visit and participate in the packaging of meals at the world's largest Free provider of food to people with AIDS, "Project Open Hand. . Also, travel to the world-renowned memorial to victims of AIDS, The Names Project, home of the "Quilt." - Saturday The Gardens and Museums of Golden Gate Park $12.00 (plus museum admission of $7.50) Stanford-Haas Center & Roden Sculpture Garden $10.00 Return to a Speakeasy and "The Roaring 20s" at Jake Finnegan's $33.00 (incl. show; drinks Rendezvous Cafe not included) Tour and learn about the exciting plans for the conversion of the U.S. Free Army Presidio to a national park, global environmental center and nonprofu hub San Francisco Opera presents "La Boheme" $100 (incl ticket and supper) Join author and historian, Mark Gordon in an evening reminiscent of $25.00 (drinks not days past when San Francisco was a 24-hour-a-day town in "The included) Historic Bar Crawl" Cowell Theater at Fort Mason Center presents Spalding Gray, $22.00 Monologuist, in "Gray's Anatomy" Berkeley Repertory Theater presents "Dancing at Lughnasa" $31.00 Oakland Ballet presents "Romeo and Juliet" $32.00 American Conservatory Theater presents "Pygmalian" $42.00 American Conservatory Theater presents "Pecong" $29.00 CAL Performances, U.C. Berkeley presents "Dance Theater of $27.00 Harlem" Celebrate the opening of the Center of the Arts Yerba Buena Gardens Visit and participate in the packaging of meals at the world's largest Free provider of food to people with AIDS, "Project Open Hand. . Also, travel to the world-renowned memorial to victims of AIDS, The Names Project, home of the "Quilt." - Sunday Help rid the Golden Gate National Recreation Area of non-native $10.00 plant species in the "Environmental Volunteer Project" Second Harvest Food Bank Free Eat your way through Chinatown $50.00 Your Name: Organization: Please bill me Check payable ic INDEPENDENT SECTOR enciosed for S 1. MAIL THIS COMPLETED FORM DIRECTLY TO BRIAN FOSS, INDEPENDENT SECTOR, 1828 L STREET, NW, SUITE 1200, WASHINGTON, DC 20036 OR FAX TO IS AT (202) 416-0580 2. WE URGE YOU TO REGISTER AS SOON AS POSSIBLE TO INSURE GOOD SEATS, AND WE CANNOT GUARANTEE TICKET AVAILABILITY AFTER OCTOBER 1. 3. INDEPENDENT SECTOR WILL SEND YOU A CONFIRMATION OF YOUR ORDER! 4. Many events are within walking distance. Those that require transportation will be pre-organized to depart from The Fairmont Hotel, and transportation costs will be complimentary. Details on departure times and transportation will be sent with your confirmation. THE WHITE HOUSE John Burton re: SFO dinner Dick sklar 10/18 - Ind. Sector Jobnna Lenin /mrs. Ines Wilson Gail am ? [ THE WHITE HOUSE WASHINGTON ENTRANE 10/18 UA#965 LV / AD 5:25 6 AR SFO 7:55 8:30 10/19 UA Red LV SFO 1:35 TO PM AR IAD 9:47 5:54A 10/20 LV UA SFO 8:15 8:53 AR IAD 4:07 4:46 NW 2:30 7:57 MN 8:30 ] 11:43 DCA 10/11/93 15:26 H 202 457 0609 IND SECTOR P.01 Post-It™ brand fax transmittal memo 7671 # of pages 2 I Co. To ELI segal From Brian 0.connell Co. Dept. Phone # Fax # INDE 456-6420 Fax # Raul Yzaguire Chairperson SECTOR Give Dye Cavendolyn (, Haker Vice Chairperson Norman A. Brown Vice Chairperson Dudley 11. Hafner October 11, 1993 Vice Chairpenon Valerie S. I ies VICE Chairperson Alicia A. Philipp Mr. Eli J. Segal Vice Chairperson Assistant to the President Jerry Voshitomi Viu: Chairperson and Director, Office of Sibyl C. lacobson National Service Treasurer old Executive Office Building Sanford Cloud, it. Washington, DC 20500 Secretary Brian O'Connell President Dear Eli, Board of Directors I'm delighted with the news that you will be with us Robocca Adamson for our Annual Meeting in San Francisco next week. James 1. Bausch Douglas J. Beanet The specifics for that session are as follows: Anne L. Bryant Peter Met Buchanan Emelda M. Cathcan Plenary session - Tuesday October 19 Dennts A. Collins 11 15-12; 15pm Charles A. Corry Anne Cohn Donnelly The Grand Ballroom Lugene (. Doisey The Fairmont Hote Sara 1. Engelhardt Anne V. arrell Atop Nob Hill Barban D. Linborg 950 Mason Street Robert M. Erchse, IL John W. Gardnes San Francisco, CA 94108 Margaret Gates (415) 772-5000 Peter Goldberg William 11 Cray III Paul Grogan Raymond 1. Handlan Joanne Hayes This will be one of the few plenary sessions during Antonia I ternandez the almost three days of meetings. The audience Ira S. I lirschfield Dorolby A. Johnson will be approximately 650 leaders of the country's Aund Earth lones philanthropic and voluntary organizations, covering Stanley N. Katz John D. Kemp the range of religion, education, civil rights, Felicia K. Lynch arts, environment, health, social welfare and more. ). Michael McC Toskey Rev. 1. Oscar McCloud Approximately 20 percent of the audience will Catherine C. McDermott consist of leaders of corporate public service Wayne Meisel Bruce 1. Newman offices. AS I had mentioned to Susan, the timing Louis Nunez Janice Pelrovich for your briefing could not be better. Most of Milton Rhodes those attending will be keenly interested in the Act Dorothy 5. Ridings Rebecca W. Rimel and Corporation and your view of them and the future James P. Shannon of national service. It provides a chance for you Rev. Paul H. Sherry to speak to a group that has enormous potential for Cliffond V. Smith, Jr. Alfred 11. Taylor, Jr. helping to initiate and implement the Corporation's Ecklie N. Williams Lugene K. Wilson plans. Adam Yannotinsky A NATIONAL FORUM TO ENCOURAGE GIVING, VOLUNTEERING AND NOT FOR PROFIT INITIATIVE 1828 L. Street, N.W. Washington, D.C. 20036 (202) 223-8100 FAX: (202) 416-0580 10/11/93 15:27 2 202 457 0609 IND SECTOR P.02 Mr. Eli Segal October 11, 1993 Page Two With this fax, I'm including the program for Tuesday. If your schedule permits, I hope you'll feel free to sit in on any other sessions that look interesting. If you're free Monday evening, we'd welcome having you join us for our host city event at the California Academcy of Sciences and/or for a reception in my room (#562) from 9:30-11:00pm. If you can do either or both, let me know, and I'll make sure that you have a chance to meet even more of the participants than you might on Monday morning. If you can stay after your session, I'd welcome having a small gathering including lunch so that you can spend more time with some of the individuals most likely to be important allies in your important endeavors. As Susan may have mentioned, there is an outside chance that the White House will send someone to discuss other aspects of the Administration's relationships to this sector, including some of the concerns relating to tax policy, advocacy activities and the like. Doric Matsui along with Alexis Herman and Suzanna Valdez are working on that side of it. They're also trying to arrange a message from the President. If they are not successful in arranging another participant, we hope that they will send the President's message for you to present. The person staffing your session is Catherine Pino, who 1 know has already been in touch with your office to help arrange for transportation to and within San Francisco, hotel accommodations and anything else we can be helpful on. It will be good to have you with us. Sincerely, Smin Brian O'Connell Enclosure cc: Susan Stroud Alexis Herman Doris Matsui Suzanna Valdez Catherine Pino - THE WHITE HOUSE WASHINGTON Oct 18 Mark Hoplaies 415-392 3434 across The street Stanford Count from Faimout 415-989-3500 on waitlist at Fairmont Hotel 415-772-5000 where (adependent Sector Conference 15. ] Have A Good Day 10/1 Karen - Eli is definitely going to dd The Independent sector Sau Francisco on meeting in Oct 19 11-12. Need to ger in The I'll work on 0 Then night/day before give me time meetings when slots. you THE CRITICALLY ACCL Thanks. AIMED CAFE PIERRE SERVES AMERICAN CONTEMPORARY CUISINE JOIN US AFTER YOUR MEETING Sum LOEWS L'ENFANT PLAZA HOTEL 09/29/93 15:53 2 202 457 0609 IND SECTOR P.0: I Post-It™ brand fax transmittal memo 7071 # of pages ) "SUSAN StRoud From Porian o'Connell Co. Co. Dept. Phone w INDE SI Fax 456-6420 456 6420 Fax # MEMO Karen Please pot is S.F. File. TO: Susan Stroud El. FROM: Brian O'Connell DATE: September 29, 1993 SUBJECT: Invitation for Eli segal to Speak at Our Annual Meeting, Tuesday, October 19, in San Francisco This is a follow up to our conversation about our Annual Meeting. The overall meeting is scheduled October 17-19 in San Francisco. As I mentioned, Raul Yzaguirre has been working with the White House to try to arrange the participation of the President, Vice President, or First Lady. He has been working with Alexis Herman and her assistant, Suzanna Valdez. While those negotiations were taking place, I did not want to seem to interfere or undermine them by extending an invitation to others in the White House for that same slot. It's been my hope that in the absence of one of those three participating that we could use the time, one of the principal plenary slote at the meeting, to have Eli talk about the Act and the new Corporation. What I propose to you is that we try to get Eli to fill that slot, and then if one or the three does in fact accept, we would have that person provide some general remarks and then have Eli deal with the specifics of national and community service. The timing for Eli's briefing could not be better. The meeting will involve the national leaders of philanthropic and voluntary organizations, most of whom will be keenly interested in the not and Corporation and Eli's view of them. It would give him a chance to speak to a group that has enormous potential for helping to initiate and implement his plans. We would, of course, cover costs including transportation and work with you to make the most of this occasion. A. NATIONAL FORUM 10 ENCOURAGE GIVING, VOLUNTEERING AND NOT FOR PROFIT INITIATIVE 1828 L Street, N.W. Washington, D.C. 20036 (202) 223-8100 FAX: (202) 457-0609 09/29/93 15:54 2 202 457 0609 IND SECTOR P.02 - 2 - As an indication of our interest and what I know is the interest of our Members, I'm enclosing the cover page of our Memo to Members going out tomorrow in which I report on the Act and Corporation and indicate "these developments represent major opportunities for many IS Members." When the memo goes out, I'm Commission. enclosing the seven-page summary of the Act prepared by the If there's any additional information you need, by all means, let me know. When we talked, I mentioned that I had just come out of a search committee interview for the executive directorship of the new international organization, CIVICUS: World Alliance for Citizen Participation, and when I returned I did have a chance to mention to Jim Joseph the nature of the welcome interruption. Jim said that even though the next couple of weeks would be pretty frantic for Eli that he would encourage him to take advantage of the timeliness of this opportunity to reach so many key people all at once. I'll obviously be eager to hear how it goes. Thanks for your help. Enclosure 09/29/95 :5:54 H 202 457 0609 IND SECTOR P.03 IS Certive. INDEPENDENT SECTOR MEMO TO MEMBERS OCTOBER 1, 1993 1, GOOD NEWS ON ADVOCY RIGHTS & POSTAL RATES Senator Stevens was finally persuaded not to submit his proposed amendment to postal rates legislation which would have prohibited the use of nonprofit mail rates to solicit funds for advocacy efforts by voluntary organizations. This is the fourth serious advocacy issue raised by the administration or Congress this year which, fortunately through your efforts, we successfully turned aside. It's a reminder of the basic job still to be accomplished to get key government leaders to understand that advocacy is a legitimate function of philanthropic and voluntary organizations. on an important related issue, there will only be a modest increase in nonprofit postal rates over the next several years, at least compared to what had been proposed. The new law allows an annual increase of about 4% through 1998 for third class mail and about 2% annually for second class. 2. DETAILS ON THE NHW NATIONAL AND COMMUNITY SERVICE TRUST ACT Congress has passed, and the President has signed the National and Community Service Trust Act which establishes the major new Corporation for National and Community Service, which among other things consolidates the ACTION agency and the Commission on National and Community Service and establishes the general concept and name of "Americorps." These developments represent major opportunities for many IS Members. Enclosed is a summary. 3, CURRENT ISSUE OF STATE TAX TRENDS Enclosed is the latest issue of State Tax Trends including a report that "hidden taxes" impose a significant burden on nonprofits. A NATIONAL FORUM TO ENCOURAGE GIVING, VOLUNTEERING AND NOT FOR PROFIT INITIATIVE 1828 l. Street, N.W. " Washington, D.C. 20036 (202) 223-8100 FAX: (202) 457-0609 MEMORANDUM September 27, 1993 To: Eli Segal From: Susan Stroud Re: White House connections with foundations and non-profits I have attached two articles from the current Chronicle of Philanthropy which decribe a less than happy relationship generally between the White House and the non-profit and foundation sectors. The concerns seem to focus around two issues: 1) legal issues related to tax laws governing non-profits, especially provisions related to lobbying activities, and 2) a perception that the non-profit sector is not sufficiently consulted on social policy issues. Part of the problem seems to be the raised expectations that a new Democratic administration would result in a much closer consultation with liberal leaning non-profits. The main contacts within the White House appear to be Melanne Verveer and Doris Matsui. The only federal agency that gets good marks in these articles is HUD. I would argue that ONS has done a very good job of consulting with foundations and non-profits. We may want to make this known to Melanne both because ONS should be appreciated for what we have done and because it may help Melanne in her efforts to deal with these groups. You can assure her that the Corporation will continue to strengthen these relationships. Specically, we have consulted extensively with: 1) foundations jointly sponsored meeting with the Council on Foundations *outreach to community foundations through meeting at Ford Foundation and the community foundations annual meeting Lilly Endowment meeting on civic education *numerous conversations/partnerships with foundations supportive of ONS - Ford, New World, Kellogg, Surdna follow up meeting after the bill signing with foundation staff 2) non-profits extensive outreach with non-profits through the working groups information sessions with service and non-profit organizations through development of the legislation .] will address the annual meeting of the National Council of Nonprofit Associations in November working with a consultant funded by Surdna for specific outreach to CDCs Don't be bashful about getting this info out to the appropriate people in the White House. Foundations Are Urged to Help Non-Profits Spread Successful Projects Across Country PROSPEX INC. Advanced, Electronic Prospect Research By JENNIFER MOORE provides management help to non- with politicians and watchdog or- WASHINGTON profits. and Gary Walker, vice- ganizations, said Thomas E. Back- If foundations are serious about president of Public/Private Ven- er, president of the Human Interac- Stay In Touch With Your Donors spreading model projects across tures, a group that designs and tion Research Institute in Los An- the country, they need to take tests programs to help young peo- geles, who has done extensive And Their Giving Abilities more aggressive steps, said speak- ple. research on how projects get dupli- ers at a conference here sponsored The goal of the report, which Mr. cated. A timely donation request can occur only by the California Association of Rubinger presented at the confer- "Success in replication. if prop- if you know when there is Money in Nonprofits. ence. was to "develop an approach erly documented. can provide con- Many demonstration programs to replication that is more system- vincing evidence to taxpayers and Motion or People in Motion™. that foundations support don't get atic and scientific than what's been to their representatives in Con- copied elsewhere because grant available to date.' he said. gress that foundations are continu- Prospex tracking reports include updated makers don't do enough to help The report concluded that "rep- ing to use their tax-exempt status information with regard to: non-profit groups share their ideas lication is not currently being uti- to benefit society,' he said. with others. said the speakers. lized to anywhere near its potential However, some foundation offi- annual compensation stock options some of whom were foundation ex- as a tool to assist local decision- cials disagreed with the idea that promotions stock holdings ecutives themselves. They also making in deploying limited re- they should do more to spread retirements criticized foundations for not help- SEC filings sources. to establish standards of demonstration projects to other ar- ing non-profits attract other effectiveness in large systems, and eas. Many were uncomfortable sources of financial support to pay to promote local staff professional about the prospect of making long- Prospex Incorporated for efforts to spread effective pro- development and productivity." term financial commitments to one 300 Westage Business Center grams. Most of the programs that were program. Suite 390, P.O. Box 517 "We tend to put a premium on successfully copied. according to innovation, less so on replication." the researchers, had the following Concern About Use of Power Fishkill, NY 12524 said Michael Rubinger. associate features: Mr. Walker, co-author of the re- (914)897-3111 executive director of the Pew A detailed plan of how the port, said many foundations feel (914)897-2368 fax Charitable Trusts in Philadelphia. program would be started at other uncomfortable with two of the in- "It's not sexy. It's not new. It's sites. Usually the plan was de- gredients essential to successful not creative-or at least many peo- signed early in the life of the model duplication of programs: "market- ple don't think it is. So foundations or pilot project. ing and a belief in the commonality have a tendency to go in the other A careful selection process for of problems and solutions." Those. direction.' finding competent. energetic peo- views, he said, "fly in the face of He said many grant makers had ple to lead the programs set up in really deep beliefs of the social-pol- Fund Accounting been clinging for too long to an out- new locations. icy world: that selling is bad and moded view of the federal govern- Built-in flexibility that al- that every locality is unique." with a Guarantee ment's willingness to adopt model lowed each site to make changes "You will not find in our descrip- programs. that were appropriate for its loca- tions of what we do the word 'repli- SOFTWARE - Use a system created specifically Recalling his work with the Ford tion. cation. said D. Susan Wisely, Foundation during the 1970's. he Substantial technical assis- for not-for-profit organizations and govern- program evaluation director at the said: "In those days. which were lance and training for people who Lilly Endowment in Indianapolis. mental agencies. really the heady days of feder- were running both the demonstra- "Our experience with it is that it SUPPORT - Call our toll-free hotline where al-government involvement in a tion program and its offshoots. implies an inappropriate use of CPAs are ready to answer all of your questions. whole range of programs, the way A strong marketing strategy foundation power. We believe that that one could define one's success that was put in place as soon as a one of our roles is to help bring new TRAINING - Attend classes taught by MIP at a place like the Ford Foundation program contemplated expanding ideas into existence. to convene Support personnel at our Austin Training was that you would create a pilot or to other sites. people who know about those Facility; or classes at your location taught by a model, and you would take it out, Frequent communication be- ideas, to help put options before qualified installers and you would test it. and you tween the demonstration program them. to provide educational mate- would prove its success. and then and the new programs it helped rials. to do this kind of infrastruc- The MIP Guarantee covers software, training, you'd go and sell it to the federal create. ture building we've been talking maintenance, and phone support - Call for details. government and turn it into a mas- A clear set of standards and about. sive federal program. principles for the program. as well "But"it would be an extraordi- SOFTWARE NEWS Twenty years later. foundations as a method for making sure each narily hard sell for me to say we are "still creating pilots and mod- new site met those standards. should support a replication effort Call toll-free today els and demonstrations and experi- Adequate start-up and long- because of the implications of be- for more information THE TOP MIP ments." he said, but "the constitu- term financial support for both the ing too interventionist and too ma- and a FREE Brochure original program and the programs CALL 40 ency. the audience. the federal Accounting nipulative and because it smacks of government. isn't in the game any- that grew out of it. social engineering." 1-800-647-3863 Software With Service more. Pew has already followed anoth- Ms. Wisely agreed. however. FAX# 512-454-1246 User Satisfaction VERIFIED er of the report's recommenda- that foundations needed to have a Local Ph. 512-454-5004 1992 Process Not 'Automatic' tions: Creating a non-profit group better understanding of what they MP is the only hnd accounting system Mr. Rubinger said many founda- users chose to include in the Top 40 of The CPA Software News to provide technical assistance and mean when they call a program a User Satisfaction Survey for both 1991 and 1992 tions still seemed to view the proc- other support to non-profit pro- model. "This is a word that's used Micro Information Products, Inc. ess of turning a model program into 505 Huntland Dr. #340 Austin, TX 78752-3772 grams that are in the process of ex- easily by program officers who are a national movement as "automat- panding to new sites. The new trying to get funding for something K. group. known as Replication and they want to do," she said. "What Speaking of his work at Pew. he Program Services. shares office we need is to begin to flesh out said: "I thought that we were talk- space with the Conservation Com- what's' meant by a 'model pro- ing a better game than we were pany and has received $490.000 gram. what happens after you say playing. Virtually every write-up each over from Pew. The new organization is this is a model. There's not a clear that crossed my desk talked about in the process of compiling a "how understanding, and that's where the work needs to be done.` R 30,000 fellow how the results of this thing. what- to" guide for charity, foundation. ever it was, would be disseminated corporate. and government leaders Copies of the Pew-financed re- movers and We are pleased to have to policy makers. etc etc and the interested in spreading successful port. "Building From Strength: shakers in the non- the results would be replicated in ev- model programs. Replication as a Strategy for cry town and hamlet in America. Expanding Social Programs that profit world with NEW MEXICO The only issue was, it wasn't hap- Improving Public Image Work," can be ordered for $7.50 The Chronicle of JUNIOR COLLEGE pening. And to some degree it still Participants at the conference each from Margaret Berger. Repli- isn't." cited many reasons for foundations Philanthropy. Hobbs, New Mexico cation and Program Services. One Dr Charles D Havs To help deal with that problem. to take a more active role in helping Penn Center. 1617 JFK Boulevard. President Pew commissioned two Philadel- to spread successful programs- Suite 1390. Philadelphia 19103: For information on phia-based researchers to study particularly the scarcity of govern- (215) 568-0399. advertising, call Join our family of clients several programs that have been ment and other financing. A summary of the conference widely copied and try to determine By promoting programs that can be obtained from Alan Fox. Zoë Dictrow at Jerold Panas, what led to the success or failure of have worked well in one area and Development Consultant. Califor- each. The research was conducted helping to start similar ones in oth- 212-757-7390 today! Linzv & Partners nia Association of Nonprofits. 800 234-7777 by Graham Finney, president of er locations. foundations have the P.O. Box 1478. Santa Cruz. Cal. Consultants to Philanthropy the Conservation Company. which opportunity to improve their image 95061: (408) 458-1955. OEDB OFFICE NATL SRU WASHINGTON, DC 20500 E CHRONICLE OF PHILANTHROPY. Copyright (t) 1993 by The Chronicie of Philanthropy The Newspaper of the Non-Profit World Vol. V, No. 23 September 21, 1993 $4 Clinton and Non-Profits: a Mixed Record Administration has asked them for insights on issues from AIDS to urban decay, but President is faulted on broad charity matters By KRISTIN A. GOSS HEN BILL CLINTON was elected Presi- W dent, non-profit leaders jubilantly pre- dicted a new era of cooperation with the federal government. Now, almost a year later, they are sharply divided over how well the President has lived up to their expectations. Groups that work on specific issues-community development, AIDS, and child-and-family policy, to name just three-say that they have enjoyed access and influence at the highest levels of government and that some of the best ideas developed in the non- profit world are being embraced by federal policy makers. Indeed, at least two senior Administration officials-Secretary of Housing and Urban Develop- ment Henry G. Cisneros and AIDS Policy Coordina- tor Kristine M. Gebbie-have designated top lieu- tenants to work closely with non-profits and founda- tions. But on a broader question-how well the Adminis- tration has recognized and supported the non-profit world as a whole-many leaders are bitterly disap- pointed. They charge that the Administration has failed to articulate how the $700-billion non-profit world fits into its domestic agenda, notably the plan SAM KITTNER, FOR THE CHRONICLE it announced this month to "re-invent government. tan O'Connell, president of Independent Sector: He says the Clinton Administration has treated They also complain that the President has support- non-profit groups "with a degree of Indifference and opposition that is disheartening." Continued on Page 30 A 'Peace Dividend' of Donations Clinton and Non-Profits: mand for consultation and information." says Paul S. Grogan. president of the Local Initiatives Support Cor- poration, a New York-based group that provides li Praise and Criticism nancing and technical assistance to local community development efforts. In an interview, RUD Secretary Cisneros said he wanted to work more closely with non-profits. Continued from Page / Part of the problem for the Administration is that the "I'm looking for an effective relationship-a working ed-or not forcefully opposed-tax. postal-rate. and non-profit world has a wide variety of interests and relationship-because it is clear that we're not going to other policies that could threaten the health of large interest groups, officials say, and sometimes its leaders be able to perform solely with governmental funds." numbers of organizations. have vague or differing agendas. But over all, Ms. Ver- said the Secretary. who until his appointment served as Non-profits as an interest group "just seem to be veer says, "my guess. and my experience. is that in a a trustee of the Rockefeller Foundation and the Enter- irrelevant." says Brian Connell. presi- number of areas we're working side by prise Foundation. (The latter provides financing and dent of Independent Sector. the charity Non-profits are side with the non-profit community, both technical assistance to community-development ef- world's principal voice in Washington. missing their big soliciting their views and working on joint forts.) 'The evidence has shown where you get collabo is so discouraging from an Adminis- chance with policies and programs of interest. But it ration and more involvement, you get better ideas and tration that seemed to represent a vastly Clinton: doesn't scream at you in every instance: you end up with a better product." different approach" from those of the Non-Profit Community." My View, Page 42. To improve his department's ties to non-profits and Reagan and Bush Administrations, Mr. Many non-profit leaders agree, arguing foundations, Secretary Cisneros has appointed a for O'Connell says. "It is not only the same that after less than a year in office, the mer Mayor of St. Paul, George Latimer. to serve its approach. but with a degree of indifference and opposi- Administration has given them plenty of cause for opti- director of a new Office of Special Actions in the Office tion that is disheartening. mism. of the Secretary. Mr. O'Connell says he has been under pressure by Among the efforts that charities are applauding: Mr. Latimer says that Secretary Cisneros has given some of his 850 charity and foundation members to Community development. Non-profit officials say the him responsibility for "a number of areas that he speak out, and he has decided to heed their advice. Administration has been nowhere more receptive to thought were under-addressed and under-served. Our "We just realized that this Administration only seems their ideas than on the topic of revitalizing inner cities. relationship with non-profits is one of them. to respond to its critics. and we have a lot to be critical (See story below.) "It's a very significant statement on his part." about,' he says. "We've not only had access, but frankly it's been a AIDS. In the new AIDS-policy office, Ms. Gebbie has Lack of a Lialson Is Called a Big Problem A big problem. say non-profit leaders. is that the Urban-Development Groups Praise Administration for President has not appointed anyone to serve as a liaison with the non-profit world. That task has fallen. by de- HARITY AND FOUNDATION LEADERS disagree fault. to the Office of Public Liaison, which handles political constituency groups not represented clse- c Local Initiatives Support Corporation. which provides about the Clinton Administration's record on financing and technical assistance to local community. many non-profit issues, but in one field al- development groups. "That's extraordinary where. Non-profit leaders complain that returning most everyone is encouraged: community de- The President's proposal to strengthen communi- phone calls is not among the office's strengths. velopment. ty-development banking. announced in July. would "What you have is a gap." says Gary D. Bass. execu- Groups that are working to revitalize inner-city provide $382-million in new money, mostly through tive director of OMB Watch. which monitors the White neighborhoods say that the Department of Housing and existing non-profit loan funds. credit unions. and other House Office of Management and Budget. "The Ad- Urban Development. once considered a backwater of institutions. rather than creating a network of new ministration comes up with an initiative. and there's government waste and stagnation. has been eager to banks as he had proposed during the campaign. Work nobody there to say. This is the impact on non-profits." reach out to non-profits and founda- Melanne Verveer. Deputy Assistant to the President ing through existing organizations tions for new ideas. Perhaps as im- had been a key recommendation in a and a top adviser to Hillary Clinton, has served as non- portantly. HUD Secretary Henry G. "We're not paper submitted to the White House profits' unofficial listener and lobbyist within the White Cisneros and his chief deputies have House, though she has her hands full with the forthcom- going to be by a coalition of eight community been willing to provide non-profit ing health-care-reform plan. Ms. Verveer, a long-time able to development groups. "Ninety per groups with money and simplified cent of what was in the bill was rec. friend of the Clintons and a former executive vice-presi- regulations to make their work easi- dent of the non-profit advocacy group People For the accomplish ommended by people in the field," er. American Way, acknowledges that the Administration Says Steven A. Minter, executive all we want says Martin Trimble. executive di- rector of the National Association of has not served the non-profit world as well as it might. director of the Cleveland Founda- solely with But she says the White House is working to "adopt Community Development Loan tion, who is helping to organize a some approaches here that might be more responsive meeting this month of Administration governmental funds, Funds. The legislation is still pend- ing. Two options being considered: assembling a team of and foundation officials interested in nor is it people in the White House who would be responsible Assistant Secretary for Housing urban issues: "This kind of coopera- for hearing non-profits' concerns, and designating a even correct Nicolas P. Retsinas has begun a pro- tion and discussion is not brand new. person in each department-as HUD has done-to work but it's been accelerated in the Clin- to do so." gram in two cities-Richmund. Va with non-profits on different policy questions. and Chicago-through which HLD ton Administration." "The government has a lot to learn from non-prof- sells repossessed housing to non- Among the moves that have drawn its." Ms. Verveer says. "The non-profit community profit groups. rather than to private praise: has needs that oftentimes need to be addressed better investors. who HUD officials said often left the buildings The Secretary has asked Congress for $25-million than they're addressed. It is a two-way street." to deteriorate. In a seven-month test phase, the depart- to invest in the National Community Development Ini- ment sold 200 houses, twice its goal. and now plans to Meeting Held With White House Officials tiative, which was begun in 1991 with $62. 5-million in spread the program to another 20 cities. grants and loans from seven foundations and one corpo- The White House proposed making permanent the In one step toward improving the relationship. about ration to help revitalize inner-city neighborhoods. To 20 non-profit leaders met last week with seven repre- Low-Income Housing Tax Credit, which has helped receive the full $25-million, the project would have to sentatives of the Administration. including Doris Mat- channel hundreds of millions of dollars in corporate raise $75-million in investments from foundations and sui, deputy director of the public-liaison office: Bruce investments into development projects. Congress ap- corporations in a second round of fund raising. "Here's Reed. Deputy Assistant to the President for domestic proved the idea in the tax measure passed last month. a guy with a terribly troubled department. with very policy; Christine Varney, the Cabinet Secretary: and The tax credit has been key to the fund-raising success little money, and he's proposed to reach out to the Ms. Verveer. of many community-development groups. such the Lo- foundations," says Paul S. Grogan, president of the cal Initiatives Support Corporation. appointed Warren Buckingham. who ran an AIDS serv- highest level of the federal government. we need to be break that enables wealthy donors to take full dedue- ice organization in Dallas financed by the Robert Wood in close contact with that community. tions for gifts of art, stocks. and other property that Johnson Foundation, as her special assistant. A signifi- National service. The President is scheduled to sign have increased in value. Previously, wealthy donors cant part of his job will be to serve as the liaison to non- into law this week a $1.5 billion national-service pro- had been able to deduct only the purchase price. probits. gram. hailed by many charities as a boon both to them Mr. Buckingham says that when he was hired Ms. and to the communities in which they work. 'We Belleved They Understood the Non-Profit Sector' Gebbie "made it clear to me that she wanted someone The Administration has drawn praise for looking to Still, many charity leaders say the tax victory and on her staff who had voluntary. community-level back- the rapidly growing network of non-profit youth-serv- scattered departmental efforts amount to no more than ground and could be that voice in the office on a day-to- ice groups to carry out the program. rather than creat- points of light in an otherwise dark sky. day basis." ing a new federal youth corps. The national-service Says Robert M. Kardon, president of the Calitornia Ms. Gebbie wants non-profits to send suggestions to program would provide people with education or job. Association of Nonprofits, which represents more than her office as it crafts a cross-departmental AIDS policy training benefits in exchange for one or two years of 2.000 groups: "We believed they understood the non- and to evaluate that policy as it is put in place locally. service. profit sector better than any recent Administration But Mr. Buckingham says. This month. Eli J. Segal, Assistant to the President it just hasn't risen very high on their agenda." The office is also considering asking foundations to and director of the Office of National Service, attended Among the Clinton Administration efforts that have support a fellowship program through which people a five-hour meeting with about two dozen grant makers drawn criticism: who work for AIDS charities would serve up to one year to discuss their role in everything from training non- Re-Inventing government. Vice-President Gore this in the federal AIDS office, as well as other projects to profits how to apply for national-service money to fi- month released the report of his National Performance insure that local groups have a voice in Washington. nancing program evaluation. Review. which assembled recommendations from fed- Ms. Gebbie has already held two meetings with about Nutrition. Bill Ayres. executive director of World eral employees-"the people who know government 50 non-profits and one with representatives of Funders Hunger Year. which assists grassroots poverty groups, best," in Mr. Gore's words-about how government Concerned About AIDS, a group of grant makers. We says the Department of Agriculture is interested in set- can be more effective and efficient feel we have an open-door relationship with her office." ting up a national clearinghouse of hunger and nutrition The decision not to consult more broadly did not suit says Michael Seltzer. who heads the organization. groups to distribute information more quickly to them many non-profit officials. They note that the report's "There's a very clear recognition on Kristine Geb- and to gain an understanding of which programs are recommendations make no mention of reforming the bie's part that in nearly every community around the successfully promoting self-reliance among the poor. extensive-and. they say. troubled-relationship that country, the heart and soul of the response to AIDS has Tax breaks for gifts of property. The Clinton tax bill, has developed over the past two decades between the been in the voluntary non-profit sector, Mr. Bucking- enacted last month. delivered a big victory for the non- federal government and local non-profits providing ham says. "We know for her office to work at this profit lobby. It expanded and made permanent a tax Continued on Page 36 Pledge of Partnership In an interview, Secretary Cisneros said he hoped to work more closely with national. community. and local foundations to finance community-development ef- forts. We're not going to be able to accomplish all we want solely with governmental funds, nor is it even correct to do so," he said. In part to look at ways to improve collaboration with non-profit groups, the Secretary has appointed a former Mayor of St. Paul, George Latimer, as director of a new Office of Special Actions. "His job is to develop the concept, to see what is possible." the Secretary said, "up to the level that we're ready to institutionalize. Mr. Latimer is familiar with the philanthropic world: As Mayor. he led a major downtown redevelopment project financed in part by the McKnight Foundation in Minneapolis. His wife, Nancy. is a senior program offi- cer there. 'Potential for Collaboration' Secretary Cisneros said that several foundation ef- forts nationwide offer "the potential for collabora- tion. Among the models he cited: the Cleveland Founda- tion Commission on Poverty. which issued a report in March calling for a neighborhood-by-neighborhood ap- proach to community development that takes full ad- vantage of strong leaders and institutions, such as li- braries, as the centerpiece of reform. The commission's findings formed the "intellectual basis" for a new federal program. the $300-million Ur- ban Revitalization Demonstration Program. according to Sen Barbara Mikulski. the Marvland Democrat who represents more 101 a more serious and substantive tract. ductions like mortgage interest and than two dozen statewide coali- Charity lobbyists also criticize Says California's Mr. Kardon: role for non-profits in shaping pub- medical premiums. tions; and the Union Institute, a the Administration for not pressur- lic policy. "It's a terrible miss." Lobbying and advocacy by non- Cincinnati university that runs a ing lawmakers to change a provi- Non-profits "have to deal with "Non-profits need to challenge profits. Some non-profit leaders public-policy center in Washington sion in a lobbying-disclosure bill the government day in and day out the President and say, Look, if you sense a nervousness at the White that would create an additional set as outsiders, and would've had a want to give us more responsibil- House about their attempts to in- of reporting and record-keeping re- ity, there needs to be more access, perspective,' adds Pablo Eisen- fluence policy. quirements for non-profits that lob- berg, president of the Center for never thought more inclusion in macro-policy The first alarms sounded with by. we should have questions, and more resources," Community Change, which works the President's budget, which con- with grassroots groups nationwide. says Mr. Ayres of World Hunger tained a provision. carried over 'Not an Appropriate Activity' non-profit office. Year. "Nobody asked any of us." from the Bush Administration, that Mr. O'Connell argues that those Limits on tax deductions. In Doug Sauer, who heads the What would would have prohibited non-profits examples "suggest very clearly spite of heavy lobbying by Inde- Council of Community Services, from sending out advocacy mail- that this Administration believes which represents more than 300 they do? pendent Sector and other groups, ings at subsidized postal rates. (It that advocacy by voluntary organi- President Clinton proposed in his non-profits in upstate New York, was thrown out by Congress.) In zations is not an appropriate activi- What would federal budget blueprint that no says the government "should look meetings with non-profit leaders, ty." changes be made in a law that dis- at totally revamping the contractu- senior Administration officials said we want Ms. Verveer. the White House counts total tax deductions-those al relationships with community- the provision was an oversight, but aide, says that is not so. "I think a based non-profits. and the extent them to do?' for home-mortgage interest pay- Independent Sector officials said lot of it has to do with just not rec- ments, state and local taxes, and to which that relationship actually they were not so sure. ognizing that these are important charitable gifts, among others-by hinders the social-policy outcomes "They were informed of this im- issues that need to be addressed." an amount equal to 3 per cent of they're looking for. mediately." says Bob Smucker, that arranged last week's White she says. "And I do think maybe family income over $108,250. This month's report was only the group's senior vice-president House meeting. some of us need to be better edu- Independent Sector had asked "the first step in a long. difficult for government relations. "They cated." Non-profits have sent several that the charitable deduction be re- process," says Elaine Kamarck, had three months to take action.' proposals to the White House Some non-profit officials argue, moved from the equation. but Mr. Vice-President Gore's senior poli- In addition, as it was facing a Re- seeking: however, that a "non-profit poli- O'Connell says that the White cy adviser, and was intended to publican filibuster on its national- A high-level liaison to non- cy" cannot be expected to top the House "wouldn't even entertain" "get our own house in order" be- service bill, the Administration profits (as exists for state and local Clinton agenda, and that non-prof- fore looking at government exter- the request, even though the group agreed to an amendment that government). its are largely to blame if they feel nal relationships. Reports to be re- presented a proposal to make up would have barred any group that A White House conference on ignored. for any lost revenue. leased over the next several spent more than 20 per cent of its non-profits. Says Mr. Kaufman: "We aren't An official at the Department of months. including those focused annual budget on influencing pub- An executive order (which really getting together and forming the Treasury, who asked not to be on state and local governments and lic policy from participating in the non-profit leaders have drafted and coalitions. and saying. This is what named, said the existing law had major federal departments, will new service program. After inten- given to the White House) requir- we want out of the federal govern- generally had no effect on charita- have greater implications for non- ing all departments to involve non- sive pressure from non-profit ment. ble giving, and that the Administra- profits, she says. groups, the provision was killed. A profits in the planning, implemen- "I can't blame them for not re- In the report on state and local tion saw "no overwhelming policy top Administration official said the tation, and monitoring of federal sponding if we aren't pushing." governments. for example, non- programs. profits would benefit from propos- Ms. Verveer says the President als that would case restrictions on is unlikely to fulfill any of those how federal dollars earmarked for wishes anytime soon, and she her- certain categories of services may self is doubtful that the answer to be used, Ms. Kamarck says. That non-profits concerns lies in an ex- AWARDS would make it easier for cities and ecutive proclamation. Even some states to finance services that non- non-profit leaders are skeptical profit groups, rather than the feder- about the suggestions. al government, see as local priori- The following awards have been thesda, Md.) has presented its 1993 Ken- "I never thought we should have agencies as the Volunteer Center of the presented for work in philanthro- neth K. King Outstanding Management ties. In addition. the report on the Texas Gulf Coast. and Tampa Electric a non-profit office," says Gerald federal Department of Health and py. fund raising. volunteerism, and Award for Executive Excellence to Frank Company (Fla for its employee-volunicer Kaufman, a consultant to non- J. McGree, executive director of Goodwill non-profit management: programs. including donations of supplies Human Services will include ideas Industries (Omaha). which serves eastern profit groups and co-chair of the and labor for Hurricane Andrew clean-up 1' Nebraska and southwest lowa. for "streamlining contracts and Arts. The National Assembly of Local efforts. National Council of Nonprofit As- Arts Agencies (Washington) has presented Community and neighborhood develop- For medium-sized companies. Adams procedures," she says. sociations. "What would they do? the 1993 Selina Roberts Ottum Award, ment. The Community Development Soci- and Reese (New Orleans). a law firm that G Presidential recognition. Sever- What would we want them to do?" which honors an individual who has made a city (Milwaukee) has presented its Friend of supports a program in which employees al organizations have had no suc- Community Development Award to Robert He has the same questions about meaningful contribution to local arts leader- work with children, the elderly, and disa. ship, to Molly LaBerge. founder and exec- D. Havener, recently retired president and cess in getting the President to use bled and homeless people. and the Security a White House conference: "I chief executive officer of Winrock Interna- utive director of COMPAS (Community Pro- Benefit Group of Companies (Topeka, his bully pulpit to underscore the think we need to do a lot more grams in the Arts) (St. Paul). tional Institute for Asricultural Develop- Kan.) for its programs related to volunteer importance of non-profits in carry- ment (Morrilton, Ark.), for his work to thinking on our side, and we Associations. The American Society of recognition, children, community develop- strengthen rural communities in Arkansas ing out the nation's business. They Association Executives (Washington) has ment, and youth development. haven't done that.' presented its 1993 International Achieve- The Neighborhood Reinvestment Corpo- For small companies. Farmers Bank & ment Awards. The winners in the Top In- ration (Washington) has presented Dorothy Trust Company (Henderson, Ky for its Richardson Awards for Resident Leader- volunteer programs, which include annual Housing Secretary Says Foundations ternational Programs category are the ship Development to four volunteers for Packaging Machinery Manufacturers Insti- events for senior citizens and employee tute (Washington) and the International Fa- their commitment to revitalizing their participation in tutoring programs. neighborhoods. The winners and their or Will Be Key to Government's Work cility Management Association (Houston): The foundation also recognized four ganizations: Ruth Henderson of Neighbor- the winner in the Trade, Understanding. companies for their support of employee and Humanitarianism category is the Na- hood Housing Services (New Haven, volunteerism: Allstate Insurance Company Continued from Page 31 tional Telephone Cooperative Association Conn.), Ann Kennedy of Scranton Neigh- (Northbrook. III.). Coopers & Lybrand whose board Secretary Cisneros (Washington): and the winner in the Effec- borhood Housing Services (Pa.), Rick Rios (New York). Ford Motor Company (Dear M will enable the Cuyahoga Metro- tive International Management category is of Neighborhood Renewal Services (Sag- served until joining the Adminis- born. Mich.). and USAA (San Antonio). the Golf Course Superintendents Associa- naw. Mich.), and Carol Seneff of San Diego politan Housing Authority to reha- Neighborhood Housing Services. Direct marketing. The Direct Marketing tration). This year it received $1.5- tion (Lawrence, Kan.). Association (Washington) has presented its bilitate 500 units in two housing de- million from HUD to implement the Community service. The Akron Commu- The International Section of the Ameri- nity Foundation (Ohio) has presented its 1993 DMA Professional Fund Raising velopments. In a departure from recommendations. and the Cleve- can Society of Association Executives Achievement Award to Carol Enters. 1993 Bert A. Polsky Humanitarian Award HUD'S typical bricks-and-mortar land Foundation has pledged to (Washington) and the ASAE Foundation has to William P. Kannel, judge of the Summit founder of Carol Enters List Company match that amount. awarded the 1993 International Fellowship (Fairfax, Va.). and its 1993 DMA Non-Profit approach, $10-million of the grant County Juvenile Court (Akron). and to the to Kimberly Svevo-Cianci. international di- Organization of the Year Award to Father is earmarked for community-serv- Mr. Minter says he did not have late William S. Parry, former president of rector of the Association of Banyan Users ice projects that involve residents International (Chicago). Ms. Svevo-Cianci Akron Welding and Spring Company. Flanagan's Boys Home (Boys Town. Neb.). to push the commission's recom- will use the $10,000 fellowship to create The Sonoma County Community Foun- in activities such as job training, Jewish federations. The Council of Jew. mendations on HUD, as he discov- dation (Santa Rosa, Cal has presented its an international electronic-communications ish Federations (New York) has presented literacy programs, and day care. ered when he received an unsolicit- network and to visit association counter- first humanitarian award to Jean Forsyth its 1993 CIF Gold Awards for Excellence in The two housing developments. ed phone call from Mr. Latimer. parts in Western Europe. Schulz, wife of Charles M. Schulz, creator Public Relations to the United Jewish Fed. of the Peanuts" comic strip. for her serv- located in neighborhoods that the Children and youths. Boys & Girls Clubs eration of Greater Pittsburgh for its special Says Mr. Minter: "It's the first ice as a member of various boards and her of America (New York) has presented the brochure and poster and to the Jewish Fed- commission has picked to test its time in my experience at the Cleve- work to establish the Volunteer Wheels Herbert Hoover Humanitarian Award to eration of Greater Toronto for its newslet. redevelopment ideas. received the program for the Volunteer Center and the land Foundation-18 years-that Jeremiah Milbank, Jr., president of the JM ter and an invitation. Special recognition Doula Project for at-risk mothers. The maximum allowable grant "be- Foundation (New York) and chairman was also given to the Greater Miami Jewish someone has picked up the tele- foundation has named the award after Mrs. cause the Cleveland Foundation is emeritus of Boys & Girls Clubs. and the Schulz. Federation for its special public-relations phone at his level to say, I've Albert L. Cole Distinguished Trustee program to rebuild local communities dev. a partner with us in that effort." looked at the report and recom- Award to George V. Grune. chairman and Corporate community service. The astated by Hurricane Andrew. Segretary Cisneros said. chief executive officer of Reader's Digest Points of Light Foundation (Washington) Volunteerism. Volunteers of America mendations, and I think there's has named the recipients of its first Awards The poverty commission was fi- Association (Pleasantville, and chair- something significant here, and I'll for Excellence in Corporate Community (Metairie, La.) has named Robert D. Haas, nanced hv man of the Board of Directors of the Service. The winners: chairman and chief executive officer of and this DeWin Fund and Levi Strauss & Company (San Francisco). For large 09/29/93 15:53 202 457 0609 IND SECTOR P.01 I Poet-It™ brand fax transmittal memo 7071 of pages M To: JUSAN StRoud From Porian o'Connell Co. Co. Dept. Phone of INDE SI Fax 456-642D Fax # MEMO 1200 19th go out on 18th TO: Susan Stroud back on 19th FROM: Brian O'Connell DATE: September 29, 1993 SUBJECT: Invitation for Eli segal to Speak at Our Annual Meeting, Tuesday, Uctober 19, in San Francisco This is a follow up to our conversation about our Annual Meeting. The overall meeting is scheduled October 17-19 in San Francisco. As I mentioned, Raul Yzaguirre has been working with the White House to try to arrange the participation of the President, Vice President, or First Lady. He has been working with Alexis Herman and her assistant, Suzanna Valdez. While those negotiations were taking place, I did not want to seem to interfere or undermine them by extending an invitation to others in the White House for that same slot. It's been my hope that in the absence of one of those three participating that we could use the time, one of the principal plenary slots at the meeting, to have Eli talk about the Act and the new Corporation. What I propose to you is that we try to get Eli to fill that slot, and then if one of the three does in fact accept, we would have that person provide some general remarks and then have Eli deal with the specifics of national and community service. The timing for El1's briefing could not be better. The meeting will involve the national leaders of philanthropic and voluntary organizations, most of whom will be keenly interested in the not and Corporation and Eli's view of them. It would give him a chance to speak to a group that has enormous potential for helping to initiate and implement his plans. We would, of course, cover costs including transportation and work with you to make the most of this occasion. A NATIONAL FORUM IO ENCOURAGE GIVING, VOLUNTEERING AND NOT FOR PROFIT INITIATIVE 1828 L Strect, N.W. Washington, D.C. 20036 (202) 223-8100 FAX: (202) 457-0609 09/29/93 15:54 2 202 457 0609 IND SECTOR F.02 - 2 - As an indication of our interest and what I know is the interest of our Members, I'm enclosing the cover page of our Memo to Membors going out tomorrow in which I report on the Act and Corporation and indicate "these developments represent major opportunities for many IS Members." When the memo goes out, I'm enclosing the seven-page summary of the Act prepared by the Commission. If there's any additional information you need, by all means, let me know. When we talked, I mentioned that I had just come out of a search committee interview for the executive directorship of the new international organization, CIVICUS: World Alliance for Citizen Participation, and when I returned I did have a chance to mention to Jim Joseph the nature of the welcome interruption. Jim said that even though the next couple of weeks would be pretty frantic for Eli that he would cncourage him to take advantage of the timeliness of this opportunity to reach so many key people all at once. I'll obviously be eager to hear how it goes. Thanks for your help. Enclosure 09/29/95 :5:54 = 202 457 0609 IND SECTOR P.03 IS INDEPENDENT SECTOR MEMO TO MEMBERS OCTOBER 1, 1993 1. GOOD NEWS ON ADVOCY RIGHTS & POSTAL RATES Senator Stevens was finally persuaded not to submit his proposed amendment to postal rates legislation which would have prohibited the use of nonprofit mail rates to solicit funds for advocacy efforts by voluntary organizations. This is the fourth serious advocacy issue raised by the administration or Congress this year which, fortunately through your efforts, we successfully turned aside. It's a reminder of the basic job still to be accomplished to get key government leaders to understand that advocacy is a legitimate function of philanthropic and voluntary organizations. on an important related issue, there will only be a modest increase in nonprofit postal rates over the next several years, at least compared to what had been proposed. The new law allows an annual increase of about 4% through 1998 for third class mail and about 2% annually for second class. 2. DETAILS ON THE NEW NATIONAL AND COMMUNITY SERVICE TRUST ACT Congress has passed, and the President has signed the National and Community Service Trust Act which establishes the major new Corporation for National and Community Service, which among other things consolidates the ACTION agency and the Commission on National and Community Service and establishes the general concept and name of "Americorps." These developments represent major opportunities for many IS Members. Enclosed is a summary. 3. CURRENT ISSUE OF STATE TAX TRENDS Enclosed is the latest issue of State Tax Trends including a report that "hidden taxes" impose a significant burden on nonprofits. A NATIONAL FORUM TO ENCOURAGE GIVING, VOLUNTEERING AND NOT FOR PROFIT INITIATIVE 1828 1. Street, N.W. " Washington, D.C. 20036 (202) 223-8100 FAX: (202) 457-0609

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10/19-20 San Francisco: Independent Sector Speech

ID: 147873463
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collections	Records of the Office of National Service (Clinton Administration) Eli Segal's Files
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url	https://catalog.archives.gov/id/147873463
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otherTitles	42-t-99904469-20130661F-027-012-2018
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