TITLE : How to build a successful relationship with grantmakers
CITY : San Francisco , CA
DATE : Tuesday, October 28, 2008
TIME : 3:30 PM - 5:00 PM
PRICE : $ 55.00
How to build a successful relationship with grantmakers
 

The relationship between grantmaker and grant seeker seems at first blush to contain a major power imbalance: one side has money, the other needs it. However, according to recent reports, grantmakers are coming to realize that the interests of both sides are met when  the playing field is more level. 

This session will cover the following topics:

  • The importance of honesty: how much to tell a grantmaker in the beginning and as the relationship evolves
  • Face to face meetings: when should your pursue them and what should they be about?
  • Going off the beaten path: convincing the program officer to look at a more unconventional program
  • The program officer as advocate: how to convert a program officer into your most important supporter within and outside the foundation
  • When "no" means "not yet": turning a rebuff or a declination into a relationship-building opportunity
This session is intended for grant seekers who understand the importance of relationship building with grantmakers, but have not yet figured out how to do it successfully.
Speakers for this session:

Craig Appel
Director of Partner Relations
The Energy Foundation

Craig Appel is the Director of Partner Relations at the Energy Foundation, a partnership of major donors with a mission to promote the transition to a sustainable energy future by advancing energy efficiency and renewable energy. In his role, Mr. Appel is responsible for strategy, implementation, and coordination of the Foundation`s $70 million funding partners program and is the primary contact for current and prospective donors. The Energy Foundation, where Mr. Appel has been employed since 2000, is both a grantmaker and grantseeker. Prior to directing the development program, Mr Appel worked on the program side, as a lead contact for grantseekers. Mr. Appel holds a Masters degree in Nonprofit Administration from the University of San Francisco, a Bachelors degree in Intellectual History from Michigan State University, and is a member of the Association of Fundraising Professionals.

Rebecca Brown
President
Further The Work

Rebecca Brown founded Further The Work in 2002 to advance the social good by providing fundraising, organizational development, and strategic planning services to social benefit organizations. Brown believes that prospective donors are eager to find opportunities to put their resources to work by partnering with organizations that meet their philanthropic goals. A Certified Fund Raising Executive, Brown has been sole or lead author on numerous innovative program proposals that have become recognized as exemplary in their fields. Brown is a Ph.D. Candidate at Stanford University, where she earned a Masters degree. She earned her Bachelor’s degree from UC Berkeley. Brown is also a Chartered Financial Analyst.

Marc Spencer
Chief Executive Officer
Juma Ventures

Marc has experience in individual, public and private fundraising. Prior to his current position, he served as the Business Development Director for Walden House Inc. with management responsibilities for $40M in grants. Since taking leadership at Juma, Marc has successfully scaled and replicated the Juma model nationwide. Juma operates eight social enterprises in four cities that employs 250 youth and generates over $1.7M in revenue (36% of the agency budget). In the past three years Juma`s revenue has increased 30% and currently stands at $4M. Juma has a diverse stream of funds from foundation and corporate grants, individual donors, special events, earned income, and public grants. Marc attributes the success of the increase in revenue from grants from concerted and strategic develop of relationships with grantmakers. His approach is to build a personal and professional relationships with people in the grantmaking business.

 

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  • Afternoon Seminars
  • Morning Seminars

     

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

8:00 AM - 9:00 AM

Panel discussion and dialogue with Grantmakers

9:00 AM - 12:00 PM

$ 95.00

 All levels

Lunch -Participants and experts registered for the next session make new contacts over lunch

12:00 PM - 1:00 PM

Finding Funders: the art of successful research

1:00 PM - 3:00 PM

$ 55.00

 All levels
Proposal writing

1:00 PM - 3:00 PM

$ 55.00

 All levels
Exploring the world of corporate sponsorship

1:00 PM - 3:00 PM

$ 55.00

 All levels

Networking break -Mid-afternoon refreshments are served to attendees registered for the next session

3:00 PM - 3:30 PM

How to build a successful relationship with grantmakers

3:30 PM - 5:00 PM

$ 55.00

 All levels
Winning proposals: a tour of four successful case studies

3:30 PM - 5:00 PM

$ 55.00

 All levels
Cause marketing: building profitable relationships with corporate partners

3:30 PM - 5:00 PM

$ 55.00

 All levels

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

7:00 AM - 8:00 AM

Engaging your board

8:00 AM - 10:00 AM

$ 55.00

 All levels
Special events fundraising

8:00 AM - 10:00 AM

$ 55.00

 All levels
Online fundraising: harnessing technology to build and maintain relationships

9:00 AM - 12:30 PM

$ 95.00

 All levels

Networking break -Participants registered for the next session are served mid-morning refreshments

10:00 AM - 10:30 AM

Major gifts fundraising

10:30 AM - 12:30 PM

$ 55.00

 All levels

Lunch -Participants and experts registered for the next session make new contacts over lunch

12:30 PM - 1:30 PM

Planned giving

1:30 PM - 3:00 PM

$ 55.00

 All levels
Annual giving campaigns

1:30 PM - 3:00 PM

$ 55.00

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

1:30 PM - 5:00 PM

$ 95.00

 All levels

Networking break -Mid-afternoon refreshments are served to attendees registered for the next session

3:00 PM - 3:30 PM

Direct mail fundraising

3:30 PM - 5:00 PM

$ 55.00

 All levels
Capital campaigns

3:30 PM - 5:00 PM

$ 55.00

 All levels


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