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TITLE
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Panel discussion and dialogue with Grantmakers
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CITY
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Boston , MA
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DATE
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Tuesday, December 04, 2007
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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:
| | 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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| Boston 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 Boston 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
| The Summit will take place at the UMass Boston Conference Center, which is only three miles from downtown Boston, and is easy to reach by public or private transportation. The full address is:
UMass Boston Campus Center, Ballroom
100 Morrissey Blvd
Boston, MA 02125
Public Transportation
Subway: Take the Red Line to JFK/UMass Station. A free shuttle bus will drop you outside the Conference Center. Buses run every 5 minutes between the subway station and the Conference Center, and the bus ride is approximately 6 minutes.
Commuter Rail: Take the commuter rail to the JFK/UMass station from the South Shore on the Middleboro and Plymouth lines.
Bus: Kenmore Square stop (service all day): the Number 8 bus; the last one leaves campus at 1 a.m.
Forest Hills stop (rush hour only): the Number 16.
By car from the north
Take Interstate 93 South through Boston to exit 15 (JFK Library/South Boston/Dorchester) and follow the University of Massachusetts signs along Columbia Road and Morrissey Boulevard to the campus.
By car from the south
Take Interstate 93 North to exit 14 (JFK Library/Morrissey Boulevard) and follow Morrissey Boulevard north to the campus.
By car from the west
Take the Massachusetts Turnpike (Interstate 90) east to Interstate 93. Take I-93 South one mile to exit 15 (JFK Library/South Boston/Dorchester) and follow the University of Massachusetts signs along Columbia Road and Morrissey Boulevard to the campus.
Parking at the Campus Center
Once you enter the UMass Boston entrance on Morrissey Boulevard, stay in the far right-hand lane, passing the garage entrances.
The Campus Center is a large white building, approximately ¼ mile around the campus drive on your left. The circular drive in front of the building can be used for pick up and drop off only.
To self-park, continue past the circular drive and make an immediate left into the North Parking Lot. Parking is $6 for the day. |
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One-on-one mentoringOur unique one-on-one mentoring sessions offer you the opportunity to sit down with an experienced fundraising professional for 30 minutes to discuss any questions that are specific to your organization. Mentoring sessions cover the same topics as the seminars, and we will assign you a mentor based on his/her availability at your requested times. Mentoring sessions are available for the cost of $ per session. If you register for a full Summit pass, mentoring sessions are included in the pass. Below is a list of mentors who will be available at the Summit. Please note that you must register to attend at least one seminar in order to sign up for a mentor. |
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