TITLE : How to build a successful relationship with grantmakers
CITY : Washington , DC
DATE : Tuesday, May 19, 2009
TIME : 3:30 PM - 4:45 PM
PRICE : $ 65.00
How to build a successful relationship with grantmakers

The relationship between grantmaker and grant seeker seems at first blush to contain a major power imbalance: one side has money, the other needs it. However, according to recent reports, grantmakers are coming to realize that the interests of both sides are met when  the playing field is more level. 

This session will cover the following topics:

  • The importance of honesty: how much to tell a grantmaker in the beginning and as the relationship evolves
  • Face to face meetings: when should your pursue them and what should they be about?
  • Going off the beaten path: convincing the program officer to look at a more unconventional program
  • The program officer as advocate: how to convert a program officer into your most important supporter within and outside the foundation
  • When "no" means "not yet": turning a rebuff or a declination into a relationship-building opportunity
This session is intended for grant seekers who understand the importance of relationship building with grantmakers, but have not yet figured out how to do it successfully.
Speakers for this session:

Roger-Mark De Souza
Director of Foundation and Corporate Relations
Sierra Club

In his current position, Roger-Mark plans, directs and implements the organization’s foundation and corporate fundraising program, supporting the Club’s work at the local, regional, national, and international levels. Before joining the Sierra Club in 2007, he was the Technical Director for Population, Health and Environment at the Population Reference Bureau. He directed strategic planning, technical oversight, fundraising and outreach for PRB’s environmental work in Africa, Southeast Asia, Latin America and the United States. Roger-Mark has 15 years of progressive fundraising, programmatic, project/grant management and field operations experience, including a proven track record in mentoring, managing and strengthening teams consisting of managers, subject matter experts, and operations staff. Before that he worked at the World Resources Institute and the Pan American Development Foundation. Roger-Mark received a BA and Post Graduate Diploma in International Relations from the University of the West Indies, and a MA in International Development Policy from GW.

Michelle Payne
Senior Director, Corporate & Foundation Relations
National Wildlife Federation

Michelle Payne has more than a decade of experience securing grants for nonprofit organizations and advising corporations, foundations and individuals about effective philanthropy. In three years as Senior Director of Corporate and Foundation Relations at the National Wildlife Federation, she has more than tripled the organization’s annual grant funding, and is responsible for raising $12-15 million per year. As Director of Donor Advisory Services and Grants Management for CAFAmerica, Michelle helped individuals, foundations and corporations design and implement strategic grant making programs. She has successfully raised grant funds for organizations on a local, national and international scale. Michelle holds a BA from Allegheny College. She volunteers her time with the Alumni Council of Allegheny College, for the National Development Council of Cal-Poly Pamona, and for Blessed Sacrament Catholic Church & School.

 

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Breakfast -Participants registered for the first session become acquainted over a continental breakfast

7:00 AM - 8:00 AM

Lunch -Participants and experts registered for the next session make new contacts over lunch

12:30 PM - 1:45 PM

Networking break -Mid-afternoon refreshments are served to attendees registered for the next session

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Tuesday May 19, 2009Foundation Giving
Finding Foundation Funders: the art of successful research

8:00 AM - 9:15 AM

$ 65.00

 Beginner
Panel discussion and dialogue with Private Foundation Grantmakers

9:30 AM - 10:45 AM

$ 65.00

All levels
Proposal writing

11:15 AM - 12:30 PM

$ 65.00

 Beginner
Winning proposals: a tour of three successful case studies

1:45 PM - 3:00 PM

$ 65.00

 Advanced
How to build a successful relationship with grantmakers

3:30 PM - 4:45 PM

$ 65.00

 Intermediate
Tuesday May 19, 2009Corporate Giving
Finding Corporate Funders: the art of successful research

8:00 AM - 9:15 AM

$ 65.00

 Beginner
Panel discussion and dialogue with Corporate Grantmakers

9:30 AM - 10:45 AM

$ 65.00

All levels
Exploring the world of corporate sponsorship

11:15 AM - 12:30 PM

$ 65.00

 Intermediate
Cause marketing: building profitable relationships with corporate partners

1:45 PM - 3:00 PM

$ 65.00

 Intermediate
Winning Corporate partnerships: an inside view of three case studies

3:30 PM - 4:45 PM

$ 65.00

 Advanced

Breakfast -Participants registered for the first session become acquainted over a continental breakfast

7:00 AM - 8:00 AM

Networking break -Participants registered for the next session are served mid-morning refreshments

10:45 AM - 11:15 AM

Lunch -Participants and experts registered for the next session make new contacts over lunch

12:30 PM - 1:45 PM

Networking break -Mid-afternoon refreshments are served to attendees registered for the next session

3:00 PM - 3:30 PM

Wednesday May 20, 2009Individual Giving
Finding Individual Funders: the art of successful research

8:00 AM - 9:15 AM

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 Beginner
Engaging your board in fundraising

8:00 AM - 9:15 AM

$ 65.00

 Intermediate
Online fundraising: harnessing technology to build and maintain relationships

9:00 AM - 12:30 PM

$ 125.00

 All levels
Annual giving campaigns

9:30 AM - 10:45 AM

$ 65.00

 Intermediate
Introduction to Major Gifts

9:30 AM - 10:45 AM

$ 65.00

 Beginner
Complex issues affecting major gifts solicitations

11:15 AM - 12:30 PM

$ 65.00

 Advanced
Fundraising in the one-person development shop: making the most of a shoestring budget

1:45 PM - 5:00 PM

$ 125.00

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Special events fundraising

1:45 PM - 3:00 PM

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Capital campaigns

1:45 PM - 3:00 PM

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 Intermediate
Planned giving

3:30 PM - 4:45 PM

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Direct mail fundraising

3:30 PM - 4:45 PM

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 Intermediate


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