TITLE : Panel discussion and dialogue with Grantmakers
CITY : Boston , MA
DATE : Tuesday, December 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:

Sonia Alleyne Matthews
Vice President, Community Relations Manager, New England
Sovereign Bank

Sonia Matthews has held her current position at Sovereign Bank since September 2002. Her responsibilities include managing over two million dollars for the “Spirit of Your Neighborhood” the charitable foundation of the bank. Sonia`s duties include providing grant support to numerous non-profit organizations, and managing the United Way Program for the bank in New England. In addition, Sonia is currently developing a corporate wide volunteer program, and manages the volunteer opportunities for the bank in New England. Formerly, she was the Director of Community Investment for seven years at the Massachusetts Affordable Housing Alliance (MAHA). She received her Bachelor of Science Degree in Economics with a minor in Political Science from Northeastern University and holds a Masters in Public Administration from Suffolk University.

Robert Chiesa
Trustee
The Agnes M. Lindsay Trust

Mr. Chiesa has been a trustee of the Trust since 1983 and is one of the three trustees responsible for the Trust’s grantmaking decisions. Mr. Chiesa is a former trial lawyer and managing partner for a large Manchester law firm. He has served on the Board of various professional associations with the NH Supreme Court, American Bar Association, NH Bar Association, Chairman of the Board of Trustees of the Elliot Hospital and the Manchester Historic District Commission. Mr. Chiesa is a graduate of Dartmouth College and Boston University Law School. The Agnes M. Lindsay Trust was established in 1939.

Robert Karelitz
Vice President and General Counsel
Fiduciary Trust Company

Mr. Karelitz is a member of the board of directors of the Fiduciary Trust Company, a Boston financial institution which manages investments and acts as trustee for individuals, families and foundations. On behalf of Fiduciary Trust, he is responsible for grantmaking decisions for a number of foundations, including the Tupancy-Harris Foundation, a $30 million foundation which benefits Nantucket. Mr. Karelitz has degrees from the Wharton School of Business of the University of Pennsylvania and Harvard Law School.

Margaret Ramsey
Managing Trustee
The Ramsey McCluskey Family Foundation

Meg is the founder and managing trustee of The Ramsey McCluskey Family Foundation, a small family foundation which focuses its giving on projects in the areas of arts and education. Prior to retiring and starting the foundation, Meg spent twenty years in the computer business including ten years in research at AT&T Bell Laboratories and several years as one of the founding members of a software start-up company. She holds degrees in Computer and Information Science from Drexel University and the University of Pennsylvania. In addition to running her family foundation, Meg is an active volunteer, serves on boards of other non-profits and works with the Crossroads Community Foundation in the area of teaching young people about philanthropy.

Jesse Schlueter
Manager of Corporate Social Reponsibility
Dunkin` Brands, Inc

Ms. Schlueter is one of the creators of the CSR program at Dunkin` Brands. She joined Dunkin` Brands as a Senior Analyst on the Organizational Learning and Development team. After two years with the Organizational Learning and Development team, Ms. Schlueter was asked by senior leaders to take a newly created position leading the corporate social responsibility program at Dunkin` Brands, as well as establish the framework for the Dunkin` Brands Community Foundation. In March 2006, the Dunkin` Brands Community Foundation was launched with the mission to support emergency response organizations so they have the capacity and leadership to respond when our communities need them most. In its first year, the foundation made significant donations to America`s Second Harvest and the National Fallen Firefighters Foundation, among others.

 

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  • Networking Sessions
  • Afternoon Seminars
  • Morning Seminars

Tuesday, December 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
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, December 05, 2007

Seminar TitleTimePrice
Engaging your board8:00 AM - 10:00 AM$ 55.00More
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
Capital campaigns3:30 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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