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TITLE
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Panel discussion and dialogue with Private Foundation Grantmakers
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CITY
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Washington , DC
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DATE
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Tuesday, May 19, 2009
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TIME
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9:30 AM - 10:45 AM
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PRICE
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$ 65.00
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Panel discussion and dialogue with Private Foundation Grantmakers
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 As the grant seeking process becomes more and more competitive, it is essential to understand what grantmakers are actually looking for when they decide whether or not to award a grant. This session offers an unusual opportunity to hear directly from a variety of community, private and family foundation funders. Grantmakers from a variety of private, community and family foundations will participate in a panel discussion. Issues we will explore with the panelists include:
- Foundation culture: what kinds of projects do grantmakers like to fund?
- Winning proposals: what makes them stand out?
- Foundation guidelines: are they set in stone?
- Building the relationship: what gives foundations confidence in the organizations they fund?
Whether you have been securing grants for decades or are just starting out, the panel discussion will provide you with a valuable view of the grantmaking world from the point of view of the grantmaker.
| | Speakers for this session:
| | Tracey Jarmon | | Program Associate, Philanthropic Advisory Services, Community Investment | | The Community Foundation for the National Capital Region | | As an Associate at The Community Foundation for the National Capital Region, Tracey works with the Foundation’s donors to develop strategic grantmaking initiatives. She coordinates all aspects of special programs that provide donors and potential donors with information on critical issues affecting the region. Prior to joining The Community Foundation in 2007, Tracey worked in donor-advised fund administration for over 2 years at Calvert Foundation. Tracey holds a B.A. in Linguistics from Georgetown University. | | | Michael Rhein | | Director of Programs and Resource Development | | National AIDS Fund | | Michael Rhein has worked in public health and philanthropy for over 15 years. Currently, Michael serves as the Director of Programs and Resource Development with the National AIDS Fund (NAF), managing NAF`s major foundation relationships and overseeing all programmatic initiatives. Under Michael’s leadership, NAF’s grantmaking has nearly tripled to over $5.6M per year.
Throughout his career, Michael has worked alongside high-profile private foundations such as the Elton John AIDS Foundation, the Ford Foundation and the W.K. Kellogg Foundation, as well as corporations and government agencies. His experience also includes years of work with local-level funders, including Community Foundations, United Ways, private foundations and local government. NAF is itself a large collaborative system including hundreds of national and local funders that collectively direct over $10M a year to address HIV/AIDS.
Michael holds a MPA from the University of Southern California and a BA from George Washington University. | | | Lynn Tadlock | | Director of Grants | | Claude Moore Charitable Foundation | | Lynn Tadlock is Director of Grants for the Claude Moore Charitable Foundation (CMCF), a private foundation with assets valued at $300 million. Lynn does extensive public speaking and was the featured speaker for the State Department ‘s Lecture Tour in Bulgaria, sponsored by the American Embassy, Bulgaria.
Prior to her philanthropic work, Ms. Tadlock had an extensive career as The Director of Planning and Development for Fairfax County Park Authority. In this leadership role, Ms. Tadlock, executed the development of capital construction projects valued in excess of $200 million, and negotiated the acquisition of more than 10,000 acres to be preserved as public park. She received the Outstanding Plan of the Year Award by the American Planning Association.
| | | Luis Vivaldi | | Panel Moderator | | The Community Foundation for the National Capital Region | | Luis Vivaldi is a Program Associate at The Community Foundation for the National Capital Region. As a member of the Community Investment team, his main area of responsibility is to support and facilitate the work of two of the Foundation`s signature education and capacity building initiatives -- Collaborative for Education Organizing and the Partnership for Equity. Originally from Mayagüez, Puerto Rico and Carthage,Texas, Luis utilizes his nonprofit expertise to advance the Foundation`s grantmaking, capacity building, and awareness building strategies.
Luis earned a Bachelor of Arts in History and International Studies from Baylor University in Waco, Texas, and a Masters of International Development from the Graduate School of Public and International Affairs (GSPIA) of the University of Pittsburgh. Outside of The Community Foundation, Luis is an avid film watcher and Co-Chair of the DC chapter of Hispanics in Philanthropy. | |
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| DC Fundraising Summit
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A relationship approach to fundraising Nonprofit fundraising has become highly specialized, and each segment of your donor market requires a different set of relationship management skills. Whether you are reaching out to private foundations, wealthy individuals or your own members, you need to understand who they give to, and why. The DC Summit focuses on the relationship aspects of fundraising, and offers you several ways to enhance your relationship management skills:
Day One:
In the morning, listen to a panel of private, corporate and community grantmakers who will openly discuss their philosophy on grantmaking, how they operate, and most important, how you can build a more successful relationship with the grantmaking community. In the afternoon, participate in seminars led by experienced grant seekers who have successfully secured many foundation grants, and have built successful relationships with the grantmaking community.
Day Two:
Attend a series of fundraising seminars covering the hottest areas of fundraising (capital campaigns, major gifts, annual giving campaigns, and many more). Panels of experts will discuss the latest developments in these fields, and then enter into a dialogue with the participants that addresses their most pressing questions.
WHY ATTEND THE FUNDRAISING SUMMIT?
Fundraising is primarily a relationship business, and with increasing pressures facing all nonprofit professionals to build key relationships, it is becoming more important, though much more difficult to meet people face-to-face. Our innovative Summit format provides the most efficient and cost effective use of time away from the office by enabling attendees to interact with experts in the field, as well as other nonprofit leaders.
CAN ONE ATTEND SPECIFIC SESSIONS ONLY?
We understand the demands that are placed on you and on your time. That’s why you can attend only the seminars that are of interest to you. Come for the day or stop by for a couple of hours. You pay for only the seminars you wish to attend and only for the information relevant to you. It’s a novel approach to learning that allows you to get exactly what you’re looking for in a short amount of time. In 2009, we are also introducing a two-day pass so that attendees can attend all sessions at a reduced price.
WHAT IS THE FORMAT OF THE SEMINARS?
Each seminar features a panel of 3-4 experts who will give a short overview of the key developments in that field. After that , we will move into a moderated discussion to explore what these developments mean for nonprofit organizations. During the seminar, panelists will engage with the audience in an interactive manner to ensure the real-world implications of these developments emerge, and the session will end with a summary of practical next steps.
ONE-ON-ONE MENTORING SESSIONS
In 2009, we are adding an exciting new component to our Summits: one on mentoring sessions. In these 30 minute sessions, you can sit down with an experienced nonprofit fundraiser to discuss specific questions not addressed by the seminars. Mentoring sessions will cover the same topics as the seminar topics.
HOW IS THE SUMMIT DIFFERENT FROM OTHER EDUCATIONAL EVENTS?
The Summit offers a unique format to help you accomplish the following:
- Build relationships: to ensure maximum exposure to the experts and other nonprofit leaders, each seminar offers structured networking before the session starts
- Hear different perspectives: the experts are drawn from different sectors of the nonprofit community to ensure cross-pollination of ideas and practices
- Provide a global view: speakers give an overview of key issues so that you can eliminate any gaps in your understanding of the subject
- Drill down to the specifics: speakers will also focus on providing specific answers to real-world questions that are common to most attendees
- Obtain information you can use: the emphasis in all sessions is on avoiding theoretical discussions in favor of practical tools and techniques that nonprofit leaders can actually use
WHO IS RESPONSIBLE FOR THE SUMMIT?
The Summit is organized by the Center for Nonprofit Success, a nonprofit organization that specializes in bringing highly relevant information that nonprofit leaders need to run their organizations successfully. We developed the Fundraising Summit series as a follow-on to the Nonprofit Success Forum, a highly successful educational series on grantmaking that has been taking place around the country for the past two years. The Fundraising Summit drills down into specific areas of fundraising to give nonproft leaders cutting edge tools and techniques.
HOW DO I REGISTER FOR THE SUMMIT?
Simply click on the seminars listed below to learn more about the topics that will be covered in each seminar. Then select only those seminars that you wish to attend. |
| | Location/Directions
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The Summit will be taking place at Catholic University which is 3 miles north of downtown DC, and close to all forms of public transportation. The full address is:
Catholic University of America (CUA)
Edward J. Pryzbyla Center, Room 322
620 Michigan Ave NE
Washington, DC 20064
Public Transportation
CUA is located on the Metro Red Line at the Brookland/CUA stop. Exit left out of the turnstile and the CUA campus is at the top of the Metro escalator. You will cross John McCormack Rd. Continue up the sidewalk between Gowan and Pangborn Halls. Turn south at the Crough Center. The Pryzbyla Center is directly behind the Crough Center.
Directions by car
From the West, I-66:
I-66 from Virginia empties onto Constitution Avenue. Continue east on Constitution Avenue and turn left on 6th Street, NW. Turn right on E Street, NW. Turn left on North Capitol Street. Drive approximately 2 miles and turn right on Michigan Avenue, NE. You will soon see the dome of the Shrine on your left marking a university entrance at 4th Street, NE.
From the South, I-95:
When I-95 intersects the Capital Beltway in Springfield, Virginia, follow I-395 North. After crossing the Potomac River, take the "Route 1 North" exit. The road becomes 14th Street, NW. Turn right on Constitution Avenue. Turn left on 6th Street, NW. Turn right on E Street, NW. Turn left on North Capitol Street. Drive approximately 2 miles and turn right on Michigan Avenue, NE. You will soon see the dome of the Shrine on your left marking a university entrance at 4th Street, NE.
From the East, Route 50:
Take Route 50 West (becomes New York Avenue) and exit on South Dakota Avenue. After approximately 1.3 miles, turn left onto Monroe Street. Follow Monroe Street until it merges with Michigan Avenue. You will see the dome of the Shrine on your right marking a university entrance at 4th Street, NE.
From the Northwest, I-70 to I-270:
From Frederick, Maryland, take Exit 53, I-270 South to Washington. I-270 divides. Take the 495 East, Silver Spring/College Park exit (two left lanes). You will eventually feed onto the beltway, I-495. Continue on I-495 and take Exit 22 B, the Baltimore/Washington Parkway. Continue traveling south on the Parkway and exit at Route 50 West. Take the South Dakota Avenue exit. After approximately 1.3 miles, turn left onto Monroe Street. At Michigan Avenue, Monroe Street ends. Bear left and you will see the dome of the Shrine on your right marking a university entrance at 4th Street, NE.
From the North, I-95 to I-495:
Follow I-95/I-495 South to Exit 22B, the Baltimore/Washington Parkway. Continue traveling south on the Parkway and exit at Route 50 West. Take the South Dakota Avenue exit. After approximately 1.3 miles, turn left onto Monroe Street. Monroe Street ends at Michigan Avenue, NE. Bear left and you will see the dome of the Shrine on your right marking a university entrance at 4th Street, NE.
Parking at Catholic University
Parking for the Pryzbyla Center is available in the nearby McMahon Parking lot. Passes for this parking lot can be purchased in the Pryzbyla Center at $7/day/vehicle. You will need to walk to the Pryzbyla Center to purchase your parking pass, then go back to place it in your vehicle, then return to the Pryzbyla Center. Please account for an additional 15 minutes or so to do this.
Hotel Accommodations
Most hotels near the Summit venue are within the $140-$319 per night range. The following hotels are within a two-block radius of the venue:
1. Fairfield Inn By Marriott BOOK NOW 1.7 miles from venue
2. Holiday Inn Express Washington
National Arboretum BOOK NOW 1.7 miles from venue
3. Renaissance Washington DC BOOK NOW 2.6 miles from venue
4. Holiday Inn Washington-Central/
White House BOOK NOW 2.6 miles from venue
5. Courtyard by Marriott Embassy Row BOOK NOW 2.8 miles from venue |
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One-on-one mentoringOur unique one-on-one mentoring sessions offer you the opportunity to sit down with an experienced fundraising professional for 30 minutes to discuss any questions that are specific to your organization. Mentoring sessions cover the same topics as the seminars, and we will assign you a mentor based on his/her availability at your requested times. Mentoring sessions are available for the cost of $60.00 per session. If you register for a full Summit pass, 2 mentoring sessions are included in the pass. Below is a list of mentors who will be available at the Summit. Please note that you must register to attend at least one seminar in order to sign up for a mentor. |
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