Block F: Tuesday, March 22 - 3:30 pm - 5:00 pm

Anatomy of a Grant Letter: Dissecting and Analyzing Clauses

This interactive workshop will examine the basics required in a grant letter, the construction of a good grant letter, and how to analyze clauses for meaning and interpretation.

Kelly Shipp Simone, Deputy General Counsel, Council on Foundations

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Beyond Financial Basics (Part 2): Understanding the Pitfalls and Opportunities in Grantmaking

In this session, participants will delve deeper into the financial fray. Through actual case studies and roundtables, learn about the pitfalls and opportunities of grantmaking, compare varying proposals, and learn what key information makes one proposal potentially a better choice to fund than another.

Tim Stiles, Partner-in-Charge, KPMG Global Grants Program

 

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Grant Coding: Developing or Upgrading Your Foundation’s Coding Structure

Data is becoming more and more important to foundations and the philanthropic sector. However, foundations still often pay scant attention to developing coding structures and practices that would enable them to easily aggregate and analyze this data.  In this session, we will learn how two foundations took on this challenge and upgraded their coding structure and practices to the benefit of their foundations. The presenters will share the strategies they used to answer such questions as, "Is it time to take a look at our codes?",  “What knowledge do we want to extract from our data?” and "Who in our institution should be involved in this effort?"  The presenters will discuss the planning and implementation phases they went through and talk about how they now use their grantmaking databases to capture and extract valuable information for their respective institutions. 

 

Speakers:

Dolores Estrada, Manager, Grants Administration, The California Endowment

Amy Scop, Director of Grants Management, The California Wellness Foundation

Facilitator:

Kyle Reis, Manager, Strategy and Operations, Program Services, Ford Foundation

 

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More Than Money: Providing Assistance Beyond the Grant — What Works, What Doesn’t

Research from The Center for Effective Philanthropy (CEP) explores how foundations approach, and grantees experience, the provision of nonmonetary assistance. Data collected by grants managers is critical to making the case for support. How do foundations decide what to do and for whom? What do grantees value? What are the characteristics of a successful approach? This interactive session will present CEP’s findings, reflect on the important role grants managers play, and explore examples of foundations providing nonmonetary assistance effectively.

Amber Bradley, Manager, Center for Effective Philanthropy

Sue Fulton, Grants and Financial Manager, Endowment for Health

 

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What We Wished We Knew Before We Moved Online

During this session fellow grants management professionals will share their experiences of moving to an online proposal submission process. An overall project management perspective on what it took to get up and running will be offered, alongside an analysis of the strengths and weaknesses of specific systems, based on user experience. If you are thinking about making the move to online grantmaking or want perspective on how manage online proposal submission, this session is for you!

Moderator:

Christopher Percopo, Grants Manager, The Leona M. and Harry B. Helmsley Charitable Trust

Presenters:

Meridian Napoli, Director, Grants Operations, Comcast, Community Investment

Ursula Stewart, Grants Coordinator, New York State Health Foundation

Rebecca Van Sickle, Director of Grants Management, The Atlantic Philanthropies

 

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Vendor Sponsored Session - CyberGrants: Wake up and Smell the Data!

Learn how the innovations in CyberGrants' new reporting module can help your organization use its giving data strategically. All grantmaking organizations understand the importance of collecting and analyzing grantee data, but not all have the requisite skills and tools to use this information to their best advantage. In October 2010, CyberGrans launched a new reporting module, adding power, features, and functionality. Come see these innovations in action.

Christopher Battles, Senior Account Executive, CyberGrants, Inc.

Sponsored by CyberGrants, Inc.

 

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