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.
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,
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!”
Registration Form Grantmakers Institute
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
City, State, Zip ____________________________________________________________
Phone _________________________________Fax _______________________________
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 ____________________________________________________________
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 firstname.lastname@example.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 email@example.com. August 2009