2018 Annual Conference


San Diego Grantmakers Annual Conference | “Frameworks for Good”
March 29, 2018 | The Catamaran Resort, San Diego

Join* your fellow philanthropists, foundation staff and trustees, corporate funders, impact investors, and giving circle members at our 2018 Annual Conference for an energizing day that is sure to fuel conversation and help strengthen effective philanthropy in our region.

LEARN: Through the lens of this year’s theme, ‘Frameworks for Good,’ you will learn about existing and future trends in philanthropy, including issues of equity, impact investing, and new forms of giving, and why the sector is shifting towards these critical key work areas.

LEAD: At the conclusion of this event, we envision attendees to be armed with the tools and strategies to make bold changes in how you invest and give. Local and national speakers will share their knowledge and experiences on innovative grantmaking practices, how they framed these approaches to their communities and their lessons-learned from boldly challenging the status quo of giving.

INVEST: This event is geared towards inspiring action, creative collaboration, and impact. ‘Frameworks For Good’ is by design a rousing mix of thought-provoking, practical, and dynamic plenaries, breakout sessions, and networking with one major goal - helping you invest more strategically with increased social impact for the betterment of our region.

New this year! Register for our Impact Investing Workshop*

This interactive three-hour impact investment workshop for investment professionals, advisors, and decision makers who have intermediate to advanced exposure to the field will be led by Dana Bezerra, President of the Heron Foundation. Dana will share insights and key considerations for impact investors. Workshop attendees will have ample time to ask questions about the implementation of impact investment strategies relating to fiduciary duties, investment policy statements (IPS), portfolio construction, and performance analysis, and performance measurement. Lunch included.

*This workshop provides:

  • 3.5 hours of continuing education credits for certified financial planner (CFP), approved by the CFP Board
  • 3.75 hours of continuing education credits for certified Retirement Services Professional (CRSP) and Certified Trust and Financial Advisor (CTFA), approved by the American Bankers Association

Confirmed Speakers

*This is a funders only event.


Registration: $250 member, $400 nonmember

Sponsorship Opportunities

Contact Ryan Ginard at [email protected] or 858-875-3336 for advance sponsorship opportunities.