TITLE : Panel discussion and dialogue with Grantmakers
CITY : Houston , TX
DATE : Thursday, October 04, 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:

Linda K. May
President and Executive Director
The Simmons Foundation


Linda is currently the President of the Board of Directors and Executive Director of the Simmons Foundation. Before joining the Simmons Foundation, she was the Founding Executive Director of the Greater Houston Women’s Foundation for almost ten years. Before that, she was the Governmental Liaison with the Metropolitan Transit Authority of Harris County. She has served on over 20 volunteer boards, advisory boards and commissions that presently include the Joint City/County Commission on Children, Holocaust Museum Houston and Main Street Theater. She has received numerous honors and awards including:
- the Mayor’s Volunteer Award for Outstanding Community Service
- Woman on the Move (Texas Executive Women)
- Outstanding Woman Award (YWCA)

L.Michael Hajtman
President
Albert and Ethel Herzstein Charitable Foundation

Michael joined the Albert and Ethel Herzstein Charitable Foundation in 1985. In his current role as President of the foundation and a member of its board of directors, Michael is responsible for managing the foundation’s investments as well as overseeing its charitable activities. Additionally, Michael is President of Herzstein Investments, Inc., a 501 (c) (2) Real Estate holding company that is a wholly owned subsidiary of Herzstein Charitable Foundation. In this capacity, he is responsible for managing a portfolio of industrial warehouse properties. He is a Certified Public Accountant (CPA) and has worked in public accounting for Main LaFrentz and Co., which has since become KPMG. He is a past instructor with the Becker CPA review course and is a graduate of Gannon University in Erie, PA.

Stephen D. Strake
Trustee
Strake Foundation

In his capacity as Trustee, Steve serves on the Board where, along with the other trustees, he decides which grants the foundation will approve. Under Steve's guidance, the foundation’s grantmaking maintains its original focus set forth by his grandfather three generations ago. Steve has over 22 years experience in banking and financial services. He concentrates his expertise in marketing and relationship management for high net worth individuals and their related businesses. During his career, Steve worked in corporate finance, oil and gas exploration and production lending, cash management, and trust/investment activities. He earned his undergraduate degree from the University of Notre Dame, and is a graduate of the Texas School of Trust Banking at Southern Methodist University. Steve serves on various nonprofit boards, including the Boys and Girls Club of Houston, the St. Joseph Hospital Foundation, and the Sam Houston Area Council Boy Scouts of America.

Diane Guiberteau
Vice President and Trust Officer, Bank of America
Serving as Corporate Trustee for:
- the Harry S. and Isabel C. Cameron Foundation
- The Pemmy Smith Foundation
- The Bayou Fund

Diane joined Bank of America in 1980 and has worked in the Private Bank’s Trust area her entire career.  Her areas of expertise are primarily charitable foundations and multi-generation family relationships in the form of Investment or Advisory Management accounts, Trusts and Custodial accounts.  Diane is a native Houstonian and is a 1994 graduate of the Texas Bankers Association Advanced Trust School at Southern Methodist University, Dallas.  She is a member of the Houston Estate and Financial Forum, Houston Business and Estate Planning Council, Southwest Conference of Foundations, Archdiocese of Galveston-Houston Development Board and has worked on the development committee of the Mental Health Association of Houston and Cancer Counseling, Inc.

Joni Baird
First Vice President
Washington Mutual Community and External Affairs

Joni is currently responsible for Washington Mutual's Corporate Giving program in TX, AZ, CO, NV, and IL.  She has held senior level positions with several international corporations and has over twenty years of experience that spans philanthropy, community relations, public affairs, marketing, crisis & issues management, sponsorships, volunteerism, as well as working with nonprofits and their boards. She has developed scores of award winning national and local initiatives and in 2002, received Colorado's Outstanding Professional in Philanthropy award.  Joni has an undergraduate degree in Business Administration and a Masters degree in Management and is also an adjunct professor in the Masters of Nonprofit Management at Regis University in Denver, where she instructs in the Masters of Nonprofit Management distance learning program. She is also a frequent speaker and consultant on topics including corporate social responsibility, philanthropy, foundations and nonprofit management.
Speakers for this session:

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  • Networking Sessions
  • Afternoon Seminars
  • Morning Seminars

Thursday, October 04, 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 grantmakers 3:30 PM - 5:00 PM$ 55.00More
Cause marketing: building profitable relationships with corporate partners 3:30 PM - 5:00 PM$ 55.00More
Winning proposals: a tour of four successful case studies 3:30 PM - 5:00 PM$ 55.00More

Friday, October 05, 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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