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TITLE
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Panel discussion and dialogue with Grantmakers
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CITY
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Chicago , IL
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DATE
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Tuesday, April 22, 2008
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TIME
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9:00 AM - 12:00 PM
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PRICE
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$ 95.00
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Panel discussion and dialogue with Grantmakers
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 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:
| | Rosa Berardi | | Program Manager | | The Coleman Foundation | | Rosa joined the Coleman Foundation in 1999, and currently serves as a Program Manager
in the areas of entrepreneurship education, cancer care and research, and services for developmentally disabled. Her grant making experience includes working at a small family foundation, and a corporate foundation. Prior to joining the foundation, she worked at advertising agencies to develop healthcare and pharmaceutical marketing programs for national companies. The Coleman Foundation makes grants for entrepreneurship education to secondary and post secondary educational institutions throughout the United States. Grants are also awarded to organizations providing cancer support services, treatment and research, and agencies providing services for individuals with disabilities, including rehabilitative services and conductive education in the Chicago Metropolitan area which is the foundation’s primary geographical area of support.
| | | Joy Boruff | | Executive Director | | The Moline Foundation | | Joy Boruff is currently Executive Director of the Moline Foundation – a Community Foundation which serves the Quad Cities region in Iowa and Illinois with funding for special projects, encouragement of philanthropy, and leadership in solving community problems. She has been with the Moline Foundation for seven years where she directs quarterly grantmaking to over 400 agencies.
Her previous job experiences include positions in broadcast news, advertising, and public affairs at KWQC-TV and National Public Radio, owning her own advertising firm called Joy Communications and directing communications for a public school district. She was also Executive Director of the Moline Public Schools Foundation where she supervised grantmaking.
Joy is a past president of the Association of Fundraising Professionals and current Legislative Chairman of the Alliance of Illinois Community Foundations. She is a graduate of Iowa State University with continuing education in law, fund raising, and non-profit management.
| | | Kristin Carlson Vogen | | Senior Philanthropic Relationship Manager | | Bank of America | | Both through her current position at Bank of America and previous planned giving position with a national non-profit organization, Kristin has assisted clients in articulating their philanthropic goals. Currently, Kristin works with over half a dozen foundations where the Bank has discretionary grantmaking power and over a dozen foundations where the family controls distributions. Kristin works with foundation clients to identify how they wish to change the world and suggests how they can gather information from non-profits to make grant decisions. Kristin holds both a BBA and JD. In addition to serving on the Planned Giving Advisory Committee for several area nonprofits, she chairs the Exempt Organizations Subcommittee of the Chicago Bar Association Federal Taxation Committee. | | | James Durkan | | President/CEO | | Community Memorial Foundation | | Jim joined Community Memorial Foundation in 1995. In his current role as President of the Foundation and a member of its Board of Directors, he is responsible for overseeing the Foundation’s investments as well as its charitable activities. Jim is very involved in his community which includes serving as Board President of the Hinsdale Center for the Arts, board member of Harris Bank Central Region, board member of the Siragusa Family Foundation and TASC. In addition, he serves on many committees on local, regional, and state levels. Prior to joining Community Memorial Foundation, he worked in marketing, strategic planning, and fund development for hospitals in New Jersey, Pennsylvania, and Illinois. He was educated at St. Patrick’s College in Ireland, and received his M.B.A. from the Keller Graduate School of Management in Chicago.
| | | Marilyn Hennessy | | President | | Retirement Research Foundation | | Ms. Hennessy joined the Retirement Research Foundation in May 1979, as consultant to assist the Foundation in determining its program priorities. She was appointed Executive Director in 1980 and President in 1993. Her experience includes positions in planning, consultation, and administration in health and social services in both the public and private sectors and at the national, state, and local levels. She currently serves as a Board member on several national and community based organizations. She received her BS degree from Mount Mary College, Milwuakee, and her MBA degree from Loyola University, Chicago. | | | Kent Lawrence | | President, Executive Director, and Director | | M. R. Bauer Foundation | | Kent Lawrence is President and Executive Director of the M. R. Bauer Foundation, an Illinois based 501(c)(3) grant making Foundation. The largest portion of its funding in recent years has been directed towards improvement of judicial systems, neurological research, subsidization of abortion services, and natural land preservation. In addition to his grantmaking responsibilities, Mr. Lawrence is a partner in the Chicago law firm of Lawrence, Kamin, Saunders & Uhlenhop, LLC., and Executive Director of the Kickapoo/Mud Creek Nature Conservancy located 100 miles west of Chicago. | | | Christy Uchida | | Community Investor | | The Boeing Company | | Christy Uchida implements Boeing`s Global Corporate Citizenship philanthropic strategies in Chicago, which includes working with area community-based organizations and making grants aligned to the function`s five focus areas. Prior to joining Boeing, Christy worked for about ten years in nonprofit arts management, most recently as the managing director of a nonprofit spectacle theater company, Redmoon. Prior to her experience in the nonprofit field, Christy worked in management consulting and environmental remediation. Christy earned an undergraduate degree from Tufts University in environmental studies and biology, and her Master`s degree in business administration from the Kellogg School of Management at Northwestern University. | |
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Chicago Fundraising Summit
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A relationship approach to fundraising Nonprofit fundraising has become highly specialized, and each segment of your donor market requires a different set of relationship management skills. Whether you are reaching out to private foundations, wealthy individuals or your own members, you need to understand who they give to, and why. The Chicago Summit focuses on the relationship aspects of fundraising, and offers you several ways to enhance your relationship management skills:
Day One:
In the morning, listen to a panel of private, corporate and community grantmakers who will openly discuss their philosophy on grantmaking, how they operate, and most important, how you can build a more successful relationship with the grantmaking community. In the afternoon, participate in seminars led by experienced grant seekers who have successfully secured many foundation grants, and have built successful relationships with the grantmaking community.
Day Two:
Attend a series of fundraising seminars covering the hottest areas of fundraising (capital campaigns, major gifts, annual giving campaigns, and many more). Panels of experts will discuss the latest developments in these fields, and then enter into a dialogue with the participants that addresses their most pressing questions.
WHY ATTEND THE FUNDRAISING SUMMIT?
Fundraising is primarily a relationship business, and with increasing pressures facing all nonprofit professionals to build key relationships, it is becoming more important, though much more difficult to meet people face-to-face. Our innovative Summit format provides the most efficient and cost effective use of time away from the office by enabling attendees to interact with experts in the field, as well as other nonprofit leaders.
CAN ONE ATTEND SPECIFIC SESSIONS ONLY?
We understand the demands that are placed on you and on your time. That’s why you can attend only the seminars that are of interest to you. Come for the day or stop by for a couple of hours. You pay for only the seminars you wish to attend and only for the information relevant to you. It’s a novel approach to learning that allows you to get exactly what you’re looking for in a short amount of time.
WHAT IS THE FORMAT OF THE SEMINARS?
Each seminar features a panel of 3-4 experts who will give a short overview of the key developments in that field. After that , we will move into a moderated discussion to explore what these developments mean for nonprofit organizations. During the seminar, panelists will engage with the audience in an interactive manner to ensure the real-world implications of these developments emerge, and the session will end with a summary of practical next steps.
HOW IS THE SUMMIT DIFFERENT FROM OTHER EDUCATIONAL EVENTS?
The Summit offers a unique format to help you accomplish the following:
- Build relationships: to ensure maximum exposure to the experts and other nonprofit leaders, each seminar offers structured networking before the session starts
- Hear different perspectives: the experts are drawn from different sectors of the nonprofit community to ensure cross-pollination of ideas and practices
- Provide a global view: speakers give an overview of key issues so that you can eliminate any gaps in your understanding of the subject
- Drill down to the specifics: speakers will also focus on providing specific answers to real-world questions that are common to most attendees
- Obtain information you can use: the emphasis in all sessions is on avoiding theoretical discussions in favor of practical tools and techniques that nonprofit leaders can actually use
WHO IS RESPONSIBLE FOR THE SUMMIT?
The Summit is organized by the Center for Nonprofit Success, a nonprofit organization that specializes in bringing highly relevant information that nonprofit leaders need to run their organizations successfully. We developed the Fundraising Summit series as a follow-on to the Nonprofit Success Forum, a highly successful educational series on grantmaking that has been taking place around the country for the past two years. The Fundraising Summit drills down into specific areas of fundraising to give nonproft leaders cutting edge tools and techniques.
HOW DO I REGISTER FOR THE SUMMIT?
Simply click on the seminars listed below to learn more about the topics that will be covered in each seminar. Then select only those seminars that you wish to attend. |
| | Location/Directions
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The Summit will be taking place at the Illinois Institute of Technology which is located just south of the Loop at:
Hermann Union Building (Hermann Hall)
HH Ballroom East
3300 South federal Street
Chicago, Illinois 60616-3793
Public Transportation
The Summit venue is accessible from the following stations:
- CTA Red Line (Howard-95th/Dan Ryan) to Sox-35th station
- CTA Green Line (Ashland-63rd or 63rd-Cottage Grove) to 35th-Bronzeville-IIT station
- CTA Bus lines with stops on Main Campus (#29-State, #35-35th, #24-Wentworth, #4-Cottage Grove)
Driving Directions
From the North:
Dan Ryan Expressway east to 31st Street exit, continue south to 33rd Street, turn left (east).
From the South:
Dan Ryan Expressway west to 35th Street exit, continue north to 33rd Street, turn right (east).
From Lake Shore Drive:
Exit at 31st Street, go inland (west) to State Street, turn left (south).
Parking
Metered parking (max 4 hours, 30 minutes per quarter) is available to all visitors in Lots B6 and C1 located along Federal Street north and south of 33rd Street. If you wish to park for longer than four hours, parking is available in the Visitor's Parking Lot (Lot A4). When you park in Lot A4, look for a cash-only pay box in the lot. Park your car, and pay at the cash box. Place the receipt on your dashboard as proof of payment. Rates are $4 for four hours and $8 for the entire day.
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