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					                                                                       Early-bird registration rates available until January 11, 2010
                                                                         Second registrant from an organization receives 50% off!


                                 2010 Grantmakers Institute
For both new and experienced grantmakers, Donors Forum offers this unique professional development program. This popular program is
updated each year based on Member feedback and national resources, and provides a comprehensive look at the critical elements involved in the
practice of responsible grantmaking.
The five-part series explores the grant cycle, financial review, and evaluation issues, and will build a community of grantmakers who rely upon and
learn from the experiences of their peers. The faculty, comprised of leaders in Chicago’s philanthropic community and experts in finance and
evaluation, will facilitate the sessions. Please fill out and return the registration form on the reverse side. All sessions will be held in the
Donors Forum’s Large Conference Room, Suite 1535, 208 S. LaSalle Street in Chicago.

Session A. Joining the Field: Understanding Philanthropy, Your Foundation, and Your Role
                                                                                                                What are your peers saying
Thursday, February 11, 2010, 8:30 am - 12:30 pm (8 am breakfast; 11:30 am lunch)                                 about Donors Forum’s
Addresses trends and issues in the field, current conversations in philanthropy, the reach and limits of         Grantmakers Institute?
foundation support; as well as issues related to interpreting your foundation’s vision, and navigating key
relationships in your grantmaking organization and in the community. Instructors: Evette M. Cardona, Polk        “I took away relevant pieces
Bros. Foundation; Robert Glaves, The Chicago Bar Foundation; Valerie S. Lies, Donors Forum;                       of information to assist in
Marianne Philbin, Foundation and Nonprofit Consulting.                                                            my day-to-day activities.
                                                                                                                         Very helpful!”
Session B. Practices and Craft, Part 1: The Grant Cycle - Steps Leading to the Grant Decision
                                                                                                                 “A terrific -- and terrifically
Thursday, February 25, 2010, 8:30 am - Noon (8 am breakfast; networking lunch at Noon)
                                                                                                                    informed -- group of
This session covers 1) understanding nonprofit organizations, including building relationships that are                  presenters.”
fundamentally unequal and 2) the first part of the grant cycle, identifying needs and priorities, reviewing
proposals, site visits, making recommendations to the board, and handling declined proposals. Instructors:          “Struck the balance of
Peter Handler, The Richard H. Driehaus Foundation; Mae Hong, Rockefeller Philanthropy Advisors;                   providing information and
Marianne Philbin, Foundation and Nonprofit Consulting; Gary Shunk, Wealth Psychology.                              encouraging discussion.”

Session C. Practices and Craft, Part 2: The Grant Cycle - After the Grant Decision                                  “Great! Added clarity,
                                                                                                                    generated questions.”
Thursday, March 25, 2010, 8:30 am - Noon (8:30 am networking breakfast)
This session covers stewardship and grantee support and identifies ways to lead, leverage, and learn from           “More than worth it!”
grant-making. Monitoring, recordkeeping, and program evaluation are featured. Instructors: Marianne
Philbin, Foundation and Nonprofit Consulting; Susannah Quern Pratt, independent consultant.                       “Great examples as well as
                                                                                                                   clarifications -- greatly
Of special interest to experienced grantmakers, and to CEOs seeking a refresher:                                           helpful!”
Session D. How to Read. . .and Read Between the Lines of. . .Nonprofit Financial Statements
                                                                                                                 “It is clear the presenters are
Wednesday, March 10, 2010, 9 am - Noon (8:30 am networking breakfast)
                                                                                                                    experts on the topics!”
Review a case study of financial submissions from a sample grantee. What’s significant and what isn’t?
The session will include time for participants to exchange ideas and information about how their                   “The information is tied
organizations handle applicants’ financial information. Instructors: Marianne Philbin, Foundation and                together and put in
Nonprofit Consulting; Tom Trinley, Gaylord and Dorothy Donnelley Foundation.                                      context -- this greatly adds
                                                                                                                   to the helpfulness of the
Of special interest to experienced grantmakers, and to CEOs seeking a refresher:                                           session.”
Session E. Ongoing Challenges for Grantmaking Professionals: Ethics and Accountability
Thursday, April 8, 2010, 9 am - Noon (8:30 am networking breakfast)                                                   “Very eye-opening.”
Nonprofits are being criticized for lack of oversight, transparency, and accountability; ethical lapses and        “This session did well to
conflicts of interest have made headlines. How vulnerable is your organization? Examine cases that                  address questions and
highlight similar concerns for grantmaking organizations and their staff. This is a rare opportunity for a             resolve them.”
group of your peers to provide confidential feedback on difficult ethical challenges you may be facing.
What are some of the policies and best practices dealing with these dilemmas? Instructors: Robert N.             “This was a fantastic session
Mayer, Hulda B. & Maurice L. Rothschild Foundation; Marianne Philbin, Foundation and Nonprofit                        -- I learned a lot!”
Consulting.
Registration Form                                                                                                 Grantmakers Institute
Please note:
   Participants must enroll in Sessions A, B, and C together.
   Session D and/or E may be enrolled in separately or in combination with core sessions A, B, and C.
   Donors Forum Members receive a discount on Institute sessions.
   Register for all five programs to receive an additional discount.
   A second registrant from an organization registers for 50% off the first person’s registration fee!
   Fees include meals and materials.
   All sessions will be held in Donors Forum’s Conference Room A, Suite 1535.
   Attend all five sessions and receive a Certificate of Completion!
    Previous Institute “grads” and grantmakers with 7+ years of experience may enroll in individual sessions for $100 each.

                                                                                              Early-Bird Registration Fee         Regular Registration Fee
  Please sign me up for:                                                                         Applies until Jan. 11
                                                                                              Member         Non-Member           Member        Non-Member
     Session A -February 11                                                                    $400               $800             $500             $900
     Joining the Field: Understanding Philanthropy, Your Foundation, and Your Role

     Session B -February 25
     Practices and Craft, Part 1: The Grant Cycle - Steps Leading to the Grant Decision

     Session C - March 25
     Practices and Craft, Part 2: The Grant Cycle - After the Grant Decision

     Session D -March 10                                                                       $100               $200             $150            $250
     How to Read. . .and Read Between the Lines of. . .Nonprofit Financial Statements

     Session E -April 8                                                                        $100               $200             $150             $250
     Ongoing Challenges for Grantmaking Professionals: Ethics and Accountability

      All sessions at reduced rate                                                             $480               $960             $640           $1,120

                      Name ___________________________________________________________________
                      Title ___________________________________________________________________
                      Organization ______________________________________________________________
                      Address _________________________________________________________________
                      City, State, Zip ____________________________________________________________
                      Phone _________________________________Fax _______________________________
                      E-mail ___________________________________________________________________
                      Is your organization a Donors Forum Member? Y _____ N _____

                            I have enclosed a check payable to Donors Forum in the amount of $_____________
                            Charge $__________ to my               VISA       MasterCard         American Express        Discover Card
                      Name on card _____________________________________________________________
                      Card number ______________________________________________________________
                      Expiration date ____________________________________________________________
                      Signature ________________________________________________________________
Please fax this form with credit card information to 312-578-0103 (toll free 877-572-0106). Or mail with payment to: Grantmakers Institute, Donors Forum,
208 South LaSalle Street, Suite 1540, Chicago, IL 60604-1006.
To notify Donors Forum of new staff and trustees, or to receive more information about the Institute or Donors Forum Membership, please contact Robin
Berkson at 312-578-0090 or rberkson@donorsforum.org.
Cancellation Policy: A $25 charge will be assessed for cancellations made up to three days prior to a session. No refunds are given for cancellations made
within two or fewer days prior to a session. Requests to cancel must be received in writing and can be faxed to 312-578-0103 or (toll free 877-572-0106)
to Robin Berkson, or emailed to rberkson@donorsforum.org.                                                                                            August 2009

				
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