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Fundamentals of Effective Grantmaking 2016

Thursday, October 6, 2016 to Friday, October 21, 2016
Center for Healthy Communities
1000 N. Alameda St., Los Angeles, CA 90012
Members: $495.00
Non-Members: $950.00
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Registration for this program is now closed.

Session One - Thursday, October 6, 2016
Session Two - Friday, October 7, 2016
Session Three - Site Visit with a Grantmaker (Week of October 10-13)
Session Four - Friday, October 21, 2016

>> Complete agenda

>> Speaker biographies

Grantmakers need to continually sharpen their skills and knowledge to keep pace with changes in the nonprofit sector and the growing demands on philanthropic resources. SCG’s signature Fundamentals of Effective Grantmaking program is an opportunity for staff who are new to the field to learn primary grantmaking competencies and for seasoned philanthropy professionals to revisit their core grantmaking skills.

This interactive, three-day series introduces grantmaking staff to basic skills and procedures and provides opportunities to interact with colleagues in our philanthropy community during a series of engaging sessions:

Doing Your Homework: The Process of Assessing Proposals
During this session, you will trace the life of a proposal from the day it arrives in your office, through the process of evaluation, and on to final determination by the board. General administration tips as well as criteria for evaluating proposals will be discussed.

  • Wendy Garen, President and Chief Executive Officer, The Ralph M. Parsons Foundation
  • Mary Odell, Philanthropy Leader

Building Strong Relationships with Nonprofit Partners
At the heart of effective grantmaking is the recognition that our grantees’ work enables us to achieve our missions as funders.  This session will explore how we can build stronger relationships with grantees in order to achieve our missions and strengthen the work and impact of our nonprofit partners.  During the session, we will consider why relationships matter, the core values that drive strong relationships, and some key moments ripe for relationship-building.  We will also have a chance to hear directly from nonprofit leaders about their experiences navigating the sometimes delicate terrain between funder and grantee.

  • Jennifer Price-Letscher, Senior Program Officer, The Ralph M. Parsons Foundation
  • Belen Vargas, Vice President, Programs, Weingart Foundation

The Balancing Act: Managing the Challenges of Grantmaking
How do you remain grounded as a grantmaker and balance your personal and professional values? This session will provide participants with an opportunity to hear from seasoned grantmakers in the field about some of the professional challenges they have faced as well as the tools and strategies they have used to overcome them.

  • Moderator: Kafi Blumenfield, Board of Directors, The James Irvine Foundation, Executive Director, Discovery Cube, Los Angeles
  • Raúl Bustillos, Senior Vice President, Community Relations, Bank of America Foundation
  • Crystal Crawford, Program Director, The California Wellness Foundation
  • Roselma Samala, Philanthropic Leader, Asian-American Pacific Islanders in Philanthropy, (AAPIP-LA)
  • Matty Wilder, Senior Program Officer, The Herb Alpert Foundation

Numbers Tell a Story: Understanding Financial Statements
Do you find that reading financial statements causes your eyes to glaze over or your stomach to knot? This participatory workshop is designed to provide practical hands-on experience and resources to understand nonprofit financial materials from a programmatic perspective. Participants will discover what the rows and columns of numbers and other components reveal about an organization’s strengths, priorities, management, and challenges. We will discuss both audited financial statements and IRS 990 tax returns. In addition, there will be a small group activity.

  • Adrienne Wittenberg, Executive Director, S. Mark Taper Foundation

Adopting the Networking and Mentoring LIfestyle
Is what you are doing now preparing you for what you will do next? This interactive workshop will help you explore how the power of professional development and networking can propel a dynamic career in philanthropy.  Learn innovative best practices and methods that de-mystify mentoring and networking and translate them into readily accessible skills.

  • John Kobara, Executive Vice President and Chief Operating Officer, California Community Foundation

Evaluation for Learning: How We Know
Are your grants supporting the change you want to see? Are your grantees successfully monitoring and reporting on their funded projects? Are you using data to drive your internal decision-making and planning? This interactive session will help you become familiar with the fundamentals of practice-based assessment and evaluation. Participants will learn how evaluation can be used to support organizational learning and build effective relationships between funders and grantees.                                               

  • Kamella Tate, Principal, KTA/LLC

Doing the “Right Thing” – Ethics in Grantmaking
Truth versus loyalty, individual versus community… how do we decide between right and right? As grantmakers, we are often confronted with ethical dilemmas as we try to act responsibly toward our grantees, board of directors, peers, and the general public. In this session, grantmakers discuss how they would respond to hypothetical situations and share their personal experiences with ethical challenges.

  • Shane Goldsmith, President and Chief Executive Officer, Liberty Hill Foundation
  • Connie Malloy, Portfolio Director, The James Irvine Foundation

Foundations as Catalysts in the Civic Landscape

This session will connect our work as grantmakers, relationship builders, and responsible brokers of social influence to the power, urgency, challenge, and opportunity that comes from working in the wider civic context.

  • Paul Vandeventer, President and Chief Executive Officer, Community Partners

House of Cards? Advocacy and Public Policy
The Netflix series has painted a bleak image of advocacy and public policy with the shenanigans of the series’ powerful (and ruthless) characters. Reality, however, paints a vastly different picture. This session will cover the fundamentals of advocacy and its critical function in advancing the goals of philanthropy in public policy through a discussion of the importance of public policy, communicating your policy preferences, and collaborating with government. Through an interactive session, learn the rules of engagement for effectively moving forward your foundations’ agenda.

  • Seyron Foo, Senior Manager, Public Policy & Government Relations

In addition to three full day sessions, participants select a grantmaking organization to visit in order to observe how Fundamentals lessons operate in the workplace.

Please note: Organizations sending multiple participants are strongly encouraged to select different site visit choices in order to allow for a diversity of foundations at each visit. If all participants from one foundation select the same choices, we cannot guarantee that they will get their first or second choices.

Individuals who attend the full program and site visit session will receive a certificate signifying completion of the series.

8:45 am to 4:30 pm
Visit with a Grantmaker is a half-day session.

Center for Healthy Communities
1000 North Alameda Street
Los Angeles, CA 90012

Current SCG members and other grantmakers eligible for SCG membership.

This program is designed for grantmakers who are new to the field (less than two years) or for relatively seasoned grantmakers seeking to revisit their primary grantmaking skills.

Registration is now closed.

Current SCG Members: $495
Eligible Non-members: $950
Program fee is due prior to the start of the program. Fees cover all course materials, lunches and refreshments.