TITLE : Panel discussion and dialogue with Grantmakers
CITY : Dallas , TX
DATE : Tuesday, October 02, 2007
TIME : 9:00 AM - 12:00 PM
PRICE : $ 95.00
Panel discussion and dialogue with Grantmakers


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 corporate, community, private and family foundation funders, and consists of two parts:

A. Panel Discussion
In the first two hours, grantmakers from a variety of private, corporate 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.

B. Q&A session
In the third hour, the grantmakers will join attendees at at their tables to answer specific questions.  Grantmakers will switch every 15 minutes to a different table to ensure that everyone in the room is able to ask them questions.

Speakers for this session:

Paula Peters
Senior Director, Community Outreach
Communities Foundation of Texas

In her current capacity, Paula supports an initiative that provides donors with information about community issues and the work of nonprofits. Previously she served as Interim Director of the Texas High School Project, a high school reform project funded largely by the Bill & Melinda Gates Foundation and managed by CFT. She was President of the Parks and Wildlife Foundation of Texas and Executive Director of the Dallas Trees and Parks Foundation. She has extensive experience in the nonprofit sector, and worked with the Texas Main Street Project before joining the Central Dallas Association in 1983.  She is a former Advisor to the National Trust for Historic Preservation, past President of Preservation Dallas and the Friends of Fair Park, and past Chairman of the Uptown Improvement District and the Arts District Foundation. She holds a BA from the University of Texas at Austin and completed Columbia University’s graduate program in historic preservation.

Janet E. Harman
Founder and President
KDK-Harman Foundation


Janet's involvement in philanthropy spans years of commitment and service to others.  In 2004, she endowed the KDK-Harman Foundation, a private family foundation, with $24 million, and the endowment has since grown to $28 million. KDK-Harman Foundation was created to support educational opportunities for economically disadvantaged families through education and academic programs at area nonprofits. Janet believes education is the key to escape poverty and access higher-paid employment opportunities. Janet completed her undergraduate degree at Cornell University and graduate degree at Stanford University. Prior to entering the world of philanthropy, she had a successful career as an electrical engineer and engineering manager for high tech firms and later formed her own engineering consulting firm.

David T. Ross, J.D., LL.M.
Senior Philanthropic Relationship Manager
Bank of America, Philanthropic Management


David serves as Vice President and Senior Philanthropic Relationship Manager for Bank of America.  David is responsible for managing trusts, private foundations and institutional relationships for high net worth individuals and non-profit organizations in Texas, Arkansas and Oklahoma.  He has been with Bank of America’s Private Bank since 2004, and has been working with trust and non-profit clients for 13 years.  Prior to joining Bank of America, David worked as a trust officer with J.P. Morgan Chase and practiced law in Dallas, Texas and Denver, Colorado focusing primarily in estate planning.  David earned an LL.M. in Taxation from the University of Denver School of Law, as well as his J.D. degree from the University of Arkansas.  David serves his community on several boards and committees including Trustee for the Dallas Historical Society and legal advisor for the Dallas County Special Task Unit on Elder Abuse.

Charlotte Rhodes, ACFRE
Vice President of Regional Services
Amarillo Area Foundation

In her current capacity, Charlotte reviews grant requests, participates in site visits, and is involved in decision making for approximately $7m in annual distributions. She also works with donors in collaborative grant initiatives, conduct outside reviews for nonprofits, and teaches grant and proposal writing. Charlotte was most recently recognized by the Houston Chapter of the Association of Fundraising Professionals as the Outstanding Fundraising Professional for 2002 and the Texas Plains Chapter in 2006.  She has participated in Leadership America, Leadership Texas, chaired the International Certification Board for Fundraising Professionals, and received the award as outstanding sustainer for the Junior League of Amarillo in 2007.  She received her Bachelor’s from Texas Tech University and her Master’s from West Texas A&M University.  She has served on 30 nonprofit boards and currently serves on the Association of Fundraising Professionals International Board and is President of the Texas Plains Chapter.  Her professional career includes 15 years as Vice President, the Harrington Cancer Center, Senior Director for Baylor College of Medicine, and as Senior Consultant with the Dini Partners.  
Speakers for this session will be announced shortly.

 

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  • Networking Sessions
  • Afternoon Seminars
  • Morning Seminars

Tuesday, October 02, 2007

Seminar TitleTimePrice
Panel discussion and dialogue with Grantmakers9:00 AM - 12:00 PM$ 95.00More
Finding Funders: the art of successful research1:00 PM - 3:00 PM$ 55.00More
Proposal writing1:00 PM - 3:00 PM$ 55.00More
Exploring the world of corporate sponsorship 1:00 PM - 3:00 PM$ 55.00More
How to build a successful relationship with grantmakers3:30 PM - 5:00 PM$ 55.00More
Winning proposals: a tour of four successful case studies 3:30 PM - 5:00 PM$ 55.00More
Cause marketing: building profitable relationships with corporate partners 3:30 PM - 5:00 PM$ 55.00More

Wednesday, October 03, 2007

Seminar TitleTimePrice
Special events fundraising8:00 AM - 10:00 AM$ 55.00More
Online fundraising: harnessing technology to build and maintain relationships9:00 AM - 12:30 PM$ 95.00More
Major gifts fundraising10:30 AM - 12:30 PM$ 55.00More
Annual giving campaigns1:30 PM - 3:00 PM$ 55.00More
Fundraising in the one person development shop: making the most of a shoestring budget1:30 PM - 5:00 PM$ 95.00More
Direct mail fundraising3:30 PM - 5:00 PM$ 55.00More


Click on any seminar title or the arrow on the right side to learn more about that seminar

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