Socialize With Us

New Grantmakers Institute: Grantmaking for the 21st Century (2017)

Thursday, September 14, 2017 - 9:00am to Friday, September 15, 2017 - 5:00pm PDT
Google Community Space
188 The Embarcadero | San Francisco, CA 94105
Add to Calendar

Registration for this Institute is now closed. Please email for more information. 


Table of Contents


The learning curve for new grantmakers can be considerable! Even grantmakers with a few years of experience may still be unclear on the legal aspects of grantmaking or how to assess nonprofit financial sustainability and resilience, not to mention how to navigate the power dynamics in the field, and how to build a career in philanthropy.

If you're new to philanthropy, or interested in sharpening your skills, NCG's signature program, New Grantmakers Institute: Grantmaking for the 21st Century, helps build your understanding of best practices for ethical and effective grantmaking, and helps you place yourself within this ecosystem that you are a part of. 

In this two-day, highly interactive training, participants have the opportunity to engage with your peers around opportunities and challenges of grantmaking: identifying key factors in making funding decisions, and understanding expectations and core tensions of your role as foundation staff. In addition to developing a network of peers, participants will have the opportunity to hear directly from philanthropic leaders and become familiar with resources available to support your continued professional development.

This year, we will also be piloting a new way of engaging beyond NGI, the 2017 New Grantmakers Cohort. If you are interested in continuing your leadership journey with quarterly half-day gatherings until Summer 2018, please scroll down and read the brief description below.

Join Us To:

The two-day workshop is based on the Minnesota Council on Foundations's Grantmaking for the 21st Century. The curriculum includes:

  • An overview of the history and context of philanthropy
  • Financial and legal analysis skill building
  • An exploration of power and privilege
  • An overview of evaluative thinking
  • Tools for personal and professional growth

Sessions are designed to be interactive and discussion-oriented to provide attendees with skills and expertise needed to thrive in philanthropy. While this is a skill-building training, it is also focused on the leadership needed to have a positive impact in the organizations you are a part of and in the communities you aim to serve with your philanthropic efforts.

Participants will receive a comprehensive set of curriculum materials and additional learning resources.

See the attached sample agenda to get a sense of the two days we will spend together. 

The Bay Area Chapter of Emerging Practitioners in Philanthropy (EPIP) will be hosting a happy hour the first evening of the Institute. Get to know more about EPIP and meet more peers in the beginning of their philanthropic career. All attendees are invited!

Registration & Fees

To register, please click on the "Register Now" button on the right. You will be prompted to fill out a short application, helping us know a bit more about you and your reasons for attending NCG's New Grantmakers Institute. Once we receive your application, we will be in touch with next steps within 10 days. Please hold the dates on your calendar.  

This program costs $550 for NCG members and $695 for non-members. 

If you have any questions about registration, please don't hesitate to reach out to Kate Seely, Director of Leadership, Culture and Community at NCG at or 415-872-1021.


Jamie Allison, Vice President, Grants, Program Officer, Families and Communities, S.H. Cowell Foundation

Jennifer BergerVice President of Program Services, Boys and Girls Club of San Francisco

Mia Birdsong, Co-Director, Family Story Project

Janet Camarena, Director of Transparency Initiatives, Foundation Center

Angie Chen, Director, Blue Sky Funders Forum

Jara Dean-Coffey, Founder, The Luminare Group

David Greco, Managing Partner, Social Sector Partners

Rob Jackson, Executive Director, Beats Rhymes and Life

Ellen LaPointe, President and CEO, Northern California Grantmakers

Sara Matlin, Bilingual Weest Coast Counsel, Alliance for Justice

Julia Wilson, CEO, OneJustice


To view full agenda, click here >

2017 New Grantmakers Cohort 

The two-day NGI workshop is a Philanthropy 101 course. It is a great start. And some participants may also feel a desire to dig in a bit deeper and continue the learning journey. The cohort model offers participants an opportunity to explore the nuanced aspects that are present in philanthropy today and to further build your skills to be an effective grantmaker. These skills and experiences are gained over time, and can be better understood when the opportunity is present to learn with others who are at a similar point in your journey.  In a smaller cohort model that will meet once a quarter for the three quarters after the initial institute, we will offer an opportunity to continue building relationships with your peers, while being guided through experiences that encourage you to delve into the complexity of social change and the role that philanthropy plays in that process.

If you're interested in building deeper relationships with your fellow NGIers and if you're interested in leadership and professional development in an intimate setting that allows you to explore issues specific to the philanthropic sector, this deeper dive cohort may be for you.

We will be further developing the specifics of each cohort gathering over the coming months. Therefore, when registering for NGI, we are not asking you for a firm commitment as to whether you want to join this cohort, but rather if you interested. We will be finalizing the roster after the two-day NGI.