Proposal Analysis in Grantmaking (Colorado)
June 20 @ 8:00 AM – June 21 @ 5:00 PM
Proposal Analysis in Grantmaking explores what informs foundation strategy and grantmaking and also focuses on the essential skills of grantmaking, including proposal review, due diligence, recommendations, and other core program officer competency areas.
This two-day course provides you with an understanding of how proposal analysis contributes to your foundation’s broader strategy along with the necessary tools and methods to conduct a thorough proposal review and grantmaking process.
What you’ll learn in this course:
- Foundation mission, strategy, and culture
- Implicit bias and advancing racial equity in grantmaking
- Methods for assessing proposals efficiently
- Conducting due diligence and managing risk
- How to structure grants and leverage assets beyond grantmaking
- Grant write-ups and agreements
- How to monitor grants and managing reporting
- Different approaches and methods to evaluation
- How to ensure transparent and ethical behavior
- Grantee relationship management and communications
Instructors: Jason Franklin and Caroline Altman Smith
Location: Arvada, Colorado
Cost: $1,100 per person when you register by April 30 // $1,200 per person after April 30
Course runs 8 AM–5 PM each day. Breakfast and lunch are included both days.
Questions about this event? Please contact Jaser Alsharhan at the Colorado Association of Funders.
Jason Franklin, Ph.D. is the Johnson Center’s W.K. Kellogg Community Philanthropy Chair. As holder of the nation’s first endowed chair focused on community philanthropy, he engages in research, teaching, service, and thought leadership to explore and advance the field, nationally and internationally. Appointed in 2015, Dr. Franklin brings a background in grantmaking and donor education, nonprofit strategy and leadership, social entrepreneurship, and community organizing and advocacy. He is a leading voice in the field on issues of collective giving, social justice philanthropy, and broader trends in charity and social change and a regular commentator in the media on these topics in publications ranging from the New York Times, ABC News, and Wall Street Journal to the Chronicle of Philanthropy, NonProfit Times, Alliance Magazine and more. Learn more about Jason.
Caroline Altman Smith is the Deputy Director of Education at The Kresge Foundation. She supports the team’s domestic grantmaking, which funds higher education institutions and national nonprofit organizations that work to help more under-served students enter and succeed in post-secondary education. Before joining Kresge in 2008, Caroline served for five years as a program officer at the Lumina Foundation in Indianapolis where she worked to create opportunities for low-income, minority and first-generation students to enter college and complete their undergraduate degrees. A graduate of the University of Virginia, Caroline holds a master’s degree in philanthropic studies and a certificate in nonprofit management from the Lilly Family School of Philanthropy at Indiana University. She is an instructor for The Grantmaking School at Grand Valley State University, previously chaired the Emerging Practitioners in Philanthropy National Board of Advisors, and currently serves on the boards of the Council of Michigan Foundations and Grantmakers for Education.