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New Grantmakers Institute Boot Camp: Essential Skills & Strategies [South Bay]

Wednesday, October 1, 2014 -
9:00am to 5:00pm PDT
1065 La Avenida Street, Mountain View, CA
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Are you new to philanthropy and unsure about the due diligence process for making and managing a successful grant? Have you been in the field for several years, but are still unclear on the legal aspects of grantmaking or how to spot red flags in grantee financial statements? If you answered "yes" to any of the above, please consider joining us for NCG's New Grantmakers Institute Boot Camp in the South Bay—a shortened version of NCG's popular two-day workshop that includes only the most critical modules.

Essential Skills & Strategies (ESS) for New Grantmakers will help grantmaking professionals builds a framework and best practices for ethical and effective grantmaking. In this one-day highly interactive workshop participants will have the opportunity to engage with their peers around opportunities and challenges of the work, i.e. identifying key factors in making funding decisions, and understanding expectations and core tensions of their role as foundation staff. In addition to developing a network of peers, participants will have a rare opportunity to hear from philanthropic leaders, and become familiar with resources available to support their continued professional development.

For new grantmakers it is essential to hit the ground running by equipping themselves with the tools and best practices for making sound funding recommendations. The New Grantmakers Institute is a cost-effective, local option that develops important skills, helps to build lasting peer relationships, and it's fun!

About the Curriculum

The ESS curriculum was developed by the national Council on Foundations and the Forum of Regional of Regional Associations of Grantmakers and is a comprehensive educational program designed to help familiarize new and up-and-coming grantmakers with the foundation world and the field of philanthropy.
Taught by philanthropic leaders, the sessions are designed to provide grantmakers with wide-ranging knowledge, insight, skills and tools to help them be more effective in their work. Topics include: Navigating Legal and Ethical Issues; Making Sound Funding Recommendations; Maximizing Grant Impact; and much more.
For more information about the curriculum please visit the Council on Foundation's website at
Target Audience

This program is open to both Northern California Grantmakers members and non-member grantmakers with two or fewer years in grantmaking. Northern California Grantmakers members, please log in to receive the member rate. If you do not know your login information, please contact us at please contact Member Services at any time at memberservices[at] or 415.777.4111 ext. 12.


The cost to attend this year's NGI Bootcamp is:
NCG members: $225.00
Non-member funders: $350.00

Cancellation Policy

  • Cancellation by September 3: 100% refund of registration fee
  • Cancellation between September 4 - 18: 50% refund of registration fee
  • Cancellation requests received after September 18 are not eligible for a refund, but registration is transferable.


Bea Boccalandro is president of VeraWorks, a global consulting firm that helps companies design, execute and measure their community involvement, including their philanthropic programs. She also teaches courses and seminars on community involvement for Georgetown University, the Boston College Center for Corporate Citizenship, the Points of Light Institute and other organizations; and is a frequent keynote speaker on business involvement in societal issues. Bea has helped Aetna, Allstate, Bank of America, FedEx, HP, IBM, Levi Strauss & Co., The Walt Disney Company and many other companies develop and enhance their community involvement programs through strategy development, program design and measurement.

Bea also conducts research and thought leadership that helps define the future of corporate citizenship. She led the project that developed the Drivers of Effectiveness for Employee Volunteering and Giving Programs and conducted the related Fortune 500 research. She is author of Stop the Charity and Start the Impact, of The End of Employee Volunteering: A Necessary Step to Substantive Employee Engagement in the Community, of A Helping Hand or a Hijacking? How Nonprofits Can Respond to Ever-Increasing Corporate Involvement in the Community, of Maximizing Impact: Three Signs of Underperforming Employee Community Engagement, a chapter in the AmCham Germany's Corporate Responsibility 2011, of Mapping Success in Employee and of other publications.

Brent Copen, MPA has more than 15 years of experience in the field of nonprofit financial management. Brent currently holds the position of Chief Operating Officer at Social Thinking - Think Social Publishing (TSP) and was recently Chief Financial Officer at Asian Americans for Community Involvement (AACI).  Previously, he was a Senior Manager at La Piana Consulting and prior to that he was the Director of the Western Region at Nonprofit Finance Fund.

Brent is dedicated to strengthening the sector by helping nonprofit organizations develop more robust financial management practices.  He has presented hundreds of workshops and trainings nationally to executive directors, board members, funders and future leaders; he has also consulted extensively to a wide variety of nonprofits across sub-sectors.  Brent currently holds three graduate level teaching positions at UC Berkeley.  Brent co-authored The Nonprofit Business Plan, a practical guide to help nonprofit leaders establish a sustainable, results-driven nonprofit business plan.

Brent received a Master of Public Administration degree from Columbia University's School of International and Public Affairs.

Gene Takagi, a former Outstanding Barrister of the Year (Bar Association of San Francisco), is a California nonprofit attorney who has provided corporate, tax, and governance counsel to hundreds of nonprofit clients. He has successfully helped strengthen nonprofits and social enterprises with responsive and comprehensible guidance in areas including: formation, tax-exempt status, governance, legal compliance, document review, collaborations, mergers, earned income, advocacy, international activities, and dissolution. He is also part of the adjunct faculty of the University of San Francisco, where he is teaching the Nonprofit Law Course in the School of Business.

Gene earned a law degree from UCLA, master of nonprofit administration degree from USF, and a bachelor of science degree from the University of British Columbia.