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Member Rate: $295.00
Non-Member Rate: $580.00

Essential Skills & Strategies (ESS) for New Grantmakers is a two-day educational program designed to provide a comprehensive overview for both trustees and staff to the foundation world and the field of philanthropy. Sessions are taught in an interactive, classroom format that will provide grantmakers with the knowledge, insight, skills, and tools to be effective in their work. ESS has been endorsed by philanthropic groups and foundations around the country.

Whether you're new to the field or a more seasoned grantmaker who's looking to deepen your knowledge and sharpen your skills, you will enjoy this innovative, two-day learning program that outlines the fundamental grantmaking knowledge and skills you need to do your best work.

Using a highly-interactive approach and the most reputable local and national resource materials, we'll cover these core grantmaking principles:

• Being Grounded in Philanthropy
• Legal and Ethical Issues
• Making Sound Funding Decisions
• Communicating Funding Recommendations and Decisions
• Managing the Grant Portfolio
• Maximizing Grant Impact
• Strategies for Professional Excellence and Personal Satisfaction

Agenda:

Day One

Module 1: Being Grounded in Philanthropy

Presented by: Suzanna Stribling, Glenn Family Foundation

• Introduction
• Definition and types of grantmaking entities
• The size and scope of philanthropy
• Critical events in organized philanthropy
• The role of philanthropy in society

Module 2: Navigating Legal and Ethical Issues

Presented by: Erik Johnson, Woodruff Foundation

• Definitions
• Six basic rules for foundations
• Decision making when there are no clear rules
• Reading nonprofit financial statements

Module 3: Making Sound Funding Recommendations

Presented by: Meghan Piertrantonio, Suntrust Bank, Foundations &Endowments

• Overview of the grantmaking process
• Grant guidelines
• Proposal gathering
• Preliminary review and first cut
• Full review
• Grant recommendation decisions
• Putting it all together

Module 4: Communicating Funding Decisions and Recommendations

Presented by: Kristina Morris, Community FoundationFor Greater Atlanta

• Review of the grantmaking process
• Considering the perspective of board members and grantseekers
• Presenting your recommendation to the board
• Communicating yes/no to grantseekers

Day Two

Module 5: Managing Your Grants Portfolio

Presented by: Donovan Lee-Sin, Arthur M. BlankFamily Foundation

• Review of the grantmaking process
• Establishing grant agreements
• Monitoring grants: reporting and site visits
• Evaluating grantsClosing grants

Module 6: Maximizing Grant Impact

Presented by: Lita Pardi, Community Foundation For Greater Atlanta

• The need for adjunct strategies
• Review of common adjunct strategies
• Exploring adjunct strategies for your foundation

Module 7:Strategies for Professional Excellence and Personal Satisfaction

Presented by: Lisa Medellin, Healthcare GeorgiaFoundation

• Reflect on your situation, skills, and strategies for professional effectiveness, and personal satisfaction
• Manage inherent tensions of the grantmaker role
• Stay well-informed on emerging knowledge and practices of, and resources in, the field
• Be an engaged, content, and effective practitioner long term

• The rewards of grantmaking
• Professional challenges of the grantmaker’s role
• Strategies for growth and balance as grantmakers

Who Should Attend:

• Staff, trustees, and volunteers from foundations and giving programs of all sizes
• Professionals new to grantmaking and the foundation world
• Experienced staff who want a refresher

Why You Should Attend:

• Learn effective practices
• Access helpful tools and resources
• Network with peers and thought leaders
• Take charge of your professional development
  

Cost:

• $295 for SECF Members
  
• $580 for Non-Members

For Hotel arrangements, call the select hotels below directly and ask for the special SECF Rate:

Atlanta Hotels

These hotels are within 1 mile of the SECF office at 50 Hurt Plaza, Atlanta 30303. They are accessible via MARTA train (Five Points or Peachtree Center station) and from Hartsfield International Airport (approximately 20 minutes to downtown). Taxi service is approximately $32 from the airport to the downtown area.

Courtyard Atlanta Downtown

133 Carnegie Way

Atlanta, GA 30303

Telephone: (404) 222-2416

(Located near the Peachtree Center Marta Station)

Rate: $129

For online reservations, visit www.marriott.com and use corporate/promotional code SEQ. When reserving by phone, call (404) 222-2416 and request the Southeastern Council of Foundations rate by using corporate code SEQ.

The Ellis

176 Peachtree Street, NW
Atlanta, GA 30303
Telephone: (678) 651-1831 or (404) 523-5155

(Located at the Peachtree Center Marta Station)

When reserving, ask for the SECF rate: $139.30

If you have any problems, contact Courtney Coleman at (678) 651-2767

Atlanta Marriott Downtown

160 Spring Street, NW
Atlanta, GA 30303

Telephone: (404) 688-8600

(Located near the Peachtree Center Marta Station)

Rate: $134

For online reservations, visit www.marriott.com and use corporate/promotional code SEQ. When reserving by phone, call (404) 688-8600 and request the Southeastern Council of Foundations rate by using corporate code SEQ.

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