21st Century Grantmakers Essentials – Agenda

DRAFT Agenda

Day 1

2:00 PM – 3:00 PM     Registration & Networking          

3:00 PM – 3:30 PM     Welcome & Introductions          

3:30 PM – 4:30 PM     The Philanthropic Landscape
Participants get to know one another and put their own foundations or giving program within the broader context of philanthropy.

Learning Results:

  • Basic facts about foundations and the philanthropic sector
  • More about charitable giving trends with national and local philanthropies
  • Current trends and debates in philanthropy

4:30 PM     Break

6:00 PM     Dinner

Day 2

8:00 AM – 8:30 AM     Breakfast

8:30 AM – 8:45 AM     Morning Greeting & Introductions

8:45 AM – 9:45 AM     Working your Guidelines & Communicating Funding Priorities
Participants reflect on their organizations’ areas of interest and goals, as well as communicating with potential grantees and partners.

Learning Results:

  • Grounding your mission in values
  • Aligning grant guidelines and types of grants to your values
  • Rationale, tips, and tools for communicating those things to the public

9:45 AM – 11:10 AM     Funding Recommendations and Due Diligence 
Participants learn the art of grantmaking, balancing organizational values and goals, trustees’ interests, and best practices in due diligence to better review and recommend grant proposals.

Learning Results:

  • Typical steps and best practices in the proposal review process
  • How to determine a proposal’s relevance and fit to your foundation culture
  • An introduction to nonprofit financial statements
  • Best practices in presenting recommendations to the board and communicating with grantseekers and grantees
  • How to conduct a valuable site visit

11:10 AM – 11:15 AM     Break

11:15 AM – 12:00 PM     Grantmaker Panel

12:00 PM – 12:30 PM     Lunch 

12:30 PM – 1:00 PM     Maryland Philanthropy Network’s Guiding Principles and Ethics 
Participants are introduced to key legal and ethical issues in grantmaking through scenarios and Maryland Philanthropy Network’s Guiding Principles.

Learning Results:

  • The basic rules of expenditure responsibility
  • Definition and how to avoid self-dealing
  • The role of conflicts of interest policies
  • Strategies for managing common ethical challenges

1:00 PM – 2:00 PM     Maximizing Grant Impact
Participants connect capacity building, advocacy, grantee engagement, and diversity/inclusion to effectiveness and identify leadership roles in philanthropy beyond delivering dollars.

Learning Results:

  • Key strategies to leveraging grant dollars
  • Considerations for working with government
  • The importance of diversity, equity, and inclusion to effective grantmaking

2:00 PM – 2:15 PM     Break

2:15 PM – 3:15 PM     Managing Your Grant Portfolio
Participants discuss grant monitoring, evaluation, and closure – including what to do when grantees flounder.

Learning Results:

  • An overview of the types and purpose of evaluations
  • The design of grant reports
  • Effective practices in working with nonprofits to support their success

3:15 PM – 3:30 PM     Continuing to Learn
Participants discover additional resources for ongoing development.

Learning Results:

  • Opportunities and resources, both national and local, for continuous learning
  • Networks to support your work
  • Strategies for fostering personal satisfaction from your work

3:30 PM     Adjournment

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