TITLE : Panel discussion and dialogue with Private Foundation Grantmakers
CITY : Boston , MA
DATE : Tuesday, September 29, 2009
TIME : 9:30 AM - 10:45 AM
PRICE : $ 55.00
Panel discussion and dialogue with Private Foundation 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 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:

Andrew Bailey
Lead Trustee
Mabel Louise Riley Foundation

In his capacity as lead trustee for Mabel Louise Riley Foundation, Andrew works closely with the board to make grants to community development, education and social service projects in the Boston area. He is also a trustee for the Theodore Edson Parker Foundation, which makes grants in Lowell, Massachusetts. The combined payout for these foundations averages in excess of $4 million per year. Andrew is a graduate of Amherst College and Cornell Law School. He has been a practicing lawyer since 1984. He was a partner with the law firm of Powers & Hall until 1993, during which time he specialized in tax and corporate law. He is a co-author of "Massachusetts Taxation" (published by West Publishing, 1952, 1961, 1986 and 2000).

Jeffrey Bilezikian
Trustee
Bilezikian Family Foundation

Jeffrey currently serves as Trustee and acting Executive director of the Bilezikian Family Foundation, a family foundation based with a regional focus on South East Massachusetts. He serves on the Board of Associated Grant Makers of Massachusetts, Career Collaborative, and the Charles River Conservancy. He is also an active volunteer with many organizations such as the Home for little Wanderers, Charles River Watershed and the Greater Boston Food Bank. Jeff lives in Watertown, Ma. with wife and two girls.

Katie Everett
Executive Director
The Lynch Foundation

In her current position, Katie has facilitated hundreds of grants to programs primarily in Massachusetts with an emphasis on education; culture and historic preservation; healthcare and medical research; and religious and educational efforts of the Roman Catholic Church. Over the past eight years, the Foundation has increased annual grant distribution from $2 million to over $5 million dollars, and its assets have grown by more than 100%. Katie began work for Lynches in 1997 and was appointed Executive Director of the Foundation in 2001. She is a member of the Boston Schoolyard Initiative Committee, the Steering Committee of the Stonehill College Center for Non Profit Management, and a Trustee of the Catalogue for Philanthropy. She is a Graduate of Boston College (1995) and attended Stanford University’s Executive Program for Philanthropy Leaders (2005).

Philip Hall
Panel Moderator
GMA Foundations

Phil joined GMA in 1988 and became a partner in 1992. Currently, he is an administrator for the Jessie B. Cox Charitable Trust and the Theodore Edson Parker Foundation, which confines its grantmaking to the city of Lowell, Massachusetts. He also serves as a regular consultant to the Clowes Fund, an Indianapolis-based foundation with a grantmaking interest in New England, and the William E. Schrafft and Bertha E. Schrafft Charitable Trust. He has served for many years as a consultant for the Mabel Louise Riley Foundation, where he has participated in extensive research and evaluation on Boston-related topics. As one of GMA’s managing directors, Phil serves as the company’s clerk and helps to coordinate grantmaking services.

 

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  • Afternoon Seminars
  • Morning Seminars

     

Breakfast -Prior to panel discussion, participants and experts become acquainted over a continental breakfast

7:15 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 September 29, 2009Foundation Giving
Finding Foundation Funders: the art of successful research

8:00 AM - 9:15 AM

$ 55.00

 Beginner
Panel discussion and dialogue with Private Foundation Grantmakers

9:30 AM - 10:45 AM

$ 55.00

All levels
Proposal writing

11:15 AM - 12:30 PM

$ 55.00

 Beginner
Winning proposals: a tour of three successful case studies

1:45 PM - 3:00 PM

$ 55.00

 Advanced
How to build a successful relationship with grantmakers

3:30 PM - 4:45 PM

$ 55.00

 Intermediate
Tuesday September 29, 2009Corporate Giving
Finding Corporate Funders: the art of successful research

8:00 AM - 9:15 AM

$ 55.00

 Beginner
Panel discussion and dialogue with Corporate Grantmakers

9:30 AM - 10:45 AM

$ 55.00

All levels
Exploring the world of corporate sponsorship

11:15 AM - 12:30 PM

$ 55.00

 Intermediate
Cause marketing: building profitable relationships with corporate partners

1:45 PM - 3:00 PM

$ 55.00

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

3:30 PM - 4:45 PM

$ 55.00

 Advanced

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

7:15 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 September 30, 2009Individual Giving
Finding Individual Funders: the art of successful research

8:00 AM - 9:15 AM

$ 55.00

 Beginner
Engaging your board in fundraising

8:00 AM - 9:15 AM

$ 55.00

 Intermediate
Online fundraising: harnessing technology to build and maintain relationships

9:00 AM - 12:30 PM

$ 115.00

 All levels
Annual giving campaigns

9:30 AM - 10:45 AM

$ 55.00

 Intermediate
Introduction to Major Gifts

9:30 AM - 10:45 AM

$ 55.00

 Beginner
Complex issues affecting major gifts solicitations

11:15 AM - 12:30 PM

$ 55.00

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

1:45 PM - 5:00 PM

$ 115.00

 All levels
Special events fundraising

1:45 PM - 3:00 PM

$ 55.00

 Intermediate
Capital campaigns

1:45 PM - 3:00 PM

$ 55.00

 Intermediate
Planned giving

3:30 PM - 4:45 PM

$ 55.00

 Intermediate
Direct mail fundraising

3:30 PM - 4:45 PM

$ 55.00

 Intermediate


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