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Proposal Analysis in Grantmaking

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

Proposal Analysis in Grantmaking

We’re online! This workshop 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: Jim McHale & Surabhi Pandit
Deadline to Register: Thursday, 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: Jim McHale
Jim McHale, M.M., is the president and CEO of Woodward Hines Education Foundation (WHEF), and the Mississippi Higher Education Assistance Corporation based in Jackson, Miss. As president of WHEF, McHale has led the organization’s efforts to provide support to specific education initiatives in Mississippi by identifying and providing support for programs focused on helping more individuals obtain a postsecondary degree or credential. McHale has significant foundation experience, having been employed in the industry for over 25 years, including several senior leadership roles. Learn more about Jim.

Photo: Surabhi Pandit
Surabhi S. Pandit, M.S.W., is a senior program officer 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.


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