TITLE : Panel discussion and dialogue with Corporate Grantmakers
CITY : San Francisco , CA
DATE : Tuesday, October 27, 2009
TIME : 9:30 AM - 10:45 AM
PRICE : $ 65.00
Panel discussion and dialogue with Corporate Grantmakers


As the grant seeking process becomes more and more competitive, it is  essential to understand what corporate grantmakers are actually looking for when they decide whether or not to fund a nonprofit organization. This session offers an unusual opportunity to hear directly from a variety of corporate foundation and corporate giving funders. Grantmakers will participate in a panel discussion. Issues we will explore with the panelists include:
  • Corporate partnerships: why are corporations looking to partner with nonprofits?
  • Getting your foot in the door: how to start a relationship with a corporation when you don't have a relationship 
  • Building an ongoing relationship with a corporation: how to keep the dollars flowing beyond the first check
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:

Randy Chun
Regional Vice President
Wells Fargo Foundation

Randy Chun is Regional Vice President for the Wells Fargo Foundation. The Wells Fargo Foundation is a private foundation funded by Wells Fargo Bank. Total giving in 2009 is expected to exceed $220 million. Randy joined the Wells Fargo Foundation in 1995. He currently manages contribution programs in Central California to the San Francisco Bay Area. Prior to his current assignment, Randy coordinated Wells Fargo Foundation programs in Oregon, Washington, Idaho, Utah and New Mexico. Previous to the Foundation, Randy was a business banker with Wells Fargo’s Business Banking Group assigned to small business lending. Randy’s ten year work in Business Banking ran the gamut, including commercial lending, small business development and entrepreneurship. Randy attended the University of Hawaii and the Loyola School of Law.

Sara Davis
Senior Manager
Adobe Foundation

Sara K. Davis is responsible for Adobe`s global community grants program as well as Foundation administration. Her corporate philanthropy experience prior to Adobe includes serving as Director of Community Benefit for Kaiser Permanente Northern California and work for the Napa Valley Vintners Association on their fundraising and community philanthropy initiatives. She has extensive experience in the nonprofit field, currently serves as Treasurer for the Board of Directors of Creativity Explored and is a member of the Arts Loan Steering Committee at Northern California Grantmakers. Sara earned an MBA from the Wharton School of Business and completed the Executive Program for Philanthropy Leaders at the Stanford School of Social Innovation.

Dori Ives
Panel moderator
Business & Community Services

Dori is a premiere philanthropy consultant who designs high-impact community programs for corporations marketing and fundraising projects for nonprofits. Working with nonprofit agencies, she has provided a variety of services that focus on creating and implementing comprehensive fundraising campaigns, videos, brochures, web sites, email communications, and print collateral. Her consulting work with nonprofit organizations ranges from multi-cultural groups to diverse socio-economic communities. On the corporate side, Dori is a nationally known expert who designs community relations strategies, charitable contributions plans, volunteer initiatives, matching gifts and employee giving programs, product donations, international giving initiatives, scholarship programs, and foundation strategies. In 2003, Dori was honored as a member of the Most Outstanding Team of Volunteers by the Association of Fundraising Professionals Silicon Valley. She has an MBA from U.C. Berkeley and is an honors graduate from U.C. Davis.

Gillian Moxey
Community Engagement Officer
East Bay Community Foundation (EBCF)

In her current position, Gillian manages corporate funds, including The Clorox Company Foundation’s grant making activities, as well as special projects. Prior to EBCF, Gillian held fund development positions with community based organizations, most recently at the Low Income Investment Fund, Community Awareness and Treatment Services, and the Arthritis Foundation. Her duties as a fund development officer have involved sensitive relationship management of a diverse and prominent group of board members, donors, colleagues, clients and other stakeholders. She has developed and managed fundraising strategies, including public relations activities, budget management, board development, special events, as well as volunteer recruitment, supervision and coordination. Gillian is vice president of GRID Alternatives’ Board of Directors. She holds a BA in Political Science from New York University and an MBA in Sustainable Management from Presidio School of Management.

 

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  • Afternoon Seminars
  • Morning Seminars

     

Breakfast -Prior to panel discussion, participants and experts 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

3:00 PM - 3:30 PM

Tuesday October 27, 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 October 27, 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 October 28, 2009Individual Giving
Finding Individual Funders: the art of successful research

8:00 AM - 9:15 AM

$ 65.00

 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

 All levels
Special events fundraising

1:45 PM - 3:00 PM

$ 65.00

 Intermediate
Capital campaigns

1:45 PM - 3:00 PM

$ 65.00

 Intermediate
Planned giving

3:30 PM - 4:45 PM

$ 65.00

 Intermediate
Direct mail fundraising

3:30 PM - 4:45 PM

$ 65.00

 Intermediate


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