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Proposal Analysis in Grantmaking

March 25, 2021 @ 12:30 pmMarch 26, 2021 @ 4:30 pm EDT

Proposal Analysis in Grantmaking

We’re online! This course will be presented online through Zoom. All registrants will receive the access link and password via email the day before the event.

A two-day course for program officers — both those new to their role and veterans looking to refine their process

Proposal solicitation and analysis are essential skills for grantmaking. Why, what, and how projects and organizations are identified and funded can have a lasting impact on local communities — or even more broadly if the work is replicated or scaled. Proposal Analysis in Grantmaking is designed to challenge grantmakers to learn as much about the grantee organization, program, and community as possible so that opportunities to build capacity and partnerships are recognized and supported.

This course is equally valuable for program officers new to the role, or veterans looking to refine their process. Participants will explore how the processes of proposal solicitation and analysis set the stage to advance equity and authentically share power with community organizations while working within the context of a foundation’s overall mission and grantmaking philosophy.

Join your peers from the field and discover how you can design and implement an equitable, efficient, and clear proposal process.

Instructors: Surabhi Pandit & Kathleen Odne
Deadline to Register: March 11


Individual Registration:  $595
Group Registration:  $565 per participant
TGS Alumni:  $565 (use promo code TGSALUM30)

Meeting Dates & Times

This course takes place over two days. Participants will meet virtually on Thursday, March 25 from 12:30–4:30 p.m. and again on Friday, March 26 from 12:30–4:30 p.m. (ET). This course is a live, interactive experience. It will not be recorded or made available to registrants after the end of the live session.

Day One:

  • Foundation strategy, approach, and risk management
  • Right-sizing the proposal solicitation and application process
  • Core elements of a proposal and what makes a good proposal
  • Alignment with foundation criteria

Day Two:

  • Overview of equitable due diligence
  • Recognizing and leveraging opportunities for capacity building
  • Power dynamics, trust-building, and stakeholder engagement
  • Communicating the decision

Who should attend this course?

This course is intended for foundation staff, donors, and others engaged in grantmaking. If you do not fit this profile but are interested in attending, please email tgs@gvsu.edu before registering.

Cancellation & Refund Policy

This course may be subject to cancellation if it does not reach the minimum number of registrants. In the event of a cancellation, you will be notified at least two weeks before the course start date and will be offered a full refund or the option to transfer your registration to another Johnson Center offering. Refund requests for any other reason must be made at least two weeks prior to the start of the course.

Photo: Surabhi Pandit
Surabhi S. Pandit, M.S.W., is the director of human services initiatives for the Community Foundation for Southeast Michigan. In her work at the Foundation, she manages special initiatives and grantmaking programs that focus on human services, the LGBTQ+ community, immigrant/refugee support, and safety & justice. From 2012 to mid-2014, Surabhi served as the William C. Richardson Fellow in Government Affairs & Philanthropy at the Council of Michigan Foundations. Her work at CMF was focused on developing programs that respond to public policy issues in the areas of aging, health, education, arts & culture, women & girls, and the environment for member foundations and state government officials. Learn more about Surabhi.

Photo: Kathleen Odne
Kathleen Odne is a board member and former executive director of the Dean & Margaret Lesher Foundation in Walnut Creek, California. Kathleen also serves as Chair of the Board of the National Center for Family Philanthropy and previously served on the boards of the Forum of Regional Associations of Grantmakers, the Council on Foundations, the Association of Small Foundations, and Northern California Grantmakers. Kathleen is a founding member of the Funders Forum of Contra Costa, an affinity group of funders in the East Bay, and a member of the Advisory Council for the Foundation Center in San Francisco. She is a past chair of the Committee on Family Philanthropy at the Council on Foundations which developed the Stewardship Principles for Family Foundations.


March 25, 2021 @ 12:30 pm EDT
March 26, 2021 @ 4:30 pm EDT
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