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New Grantmakers Institute: Essential Skills & Strategies

Thursday, April 17, 2014 (All day) to Friday, April 18, 2014 (All day)
California Bar Foundation
180 Howard Street, San Francisco, CA 94105
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The learning curve for new grantmakers is a considerable obstacle on the path to effective grantmaking. Even grantmakers with a few years experience may still be unclear on the legal aspects of grantmaking or how to spot the red flags in grantee financial statements. If you're new to philanthropy, or interested in sharpening your abilities, NCG's New Grantmakers Institute: Essential Skills & Strategies helps build your framework for best practices for ethical and effective grantmaking.
In this two-day highly interactive workshop participants have the opportunity to engage with their peers around opportunities and challenges of grantmaking work: 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 directly from philanthropic leaders and become familiar with resources available to support their continued professional development. The curriculum is a innovative, national standard created through a partnership between the Council of Foundations and the Forum of Regional Associations of Grantmakers. Sessions are designed to be interactive and discussion-oriented to provide attendees with expertise needed to thrive in philanthropy. Participants will receive a comprehensive set of curriculum materials and additional learning resources at the completion of the Institute.

Learning Modules

The two-day workshop covers:
  • Being Grounded in Philanthropy
  • Navigating Legal and Ethical Issues
  • Reading Financial Statements
  • Making Sound Funding Decisions
  • Communicating Funding Recommendations and Decisions
  • Managing the Grant Portfolio
  • Maximizing the Impact of Grants
  • Effective Practices in Grantmaking
  • Managing Personal and Professional Challenges
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 build lasting peer relationships, and it's fun!


The 2012 Institute was facilitated by Bea Boccalandro, Founder and President, VeraWorks and taught by local philanthropic professionals and leaders.


The cost to attended this year's New Grantmakers Institute is $495.00 for Northern California Grantmakers members and $650.00 for non-member grantmakers. This program is open to both Northern California Grantmakers members and non-member grantmakers. 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.22.