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Proposal Analysis in Grantmaking
April 12, 2018 @ 8:00 AM – April 13, 2018 @ 5:00 PM
Presented by The Grantmaking School
Designed specifically for foundation professionals seeking to deepen their knowledge and skills on proposal assessment, Proposal Analysis in Grantmaking intentionally focuses on the essential skills of proposal review, recommendations, project management, and other core competency areas. We strongly believe that mastering this work is the key to excellence in grantmaking.
Key concepts include:
- Assessing proposals more efficiently,
- Spotting financial red flags,
- Finding and closing any gaps in your due diligence process,
- Using specialty grants within your organization’s mission,
- Assuring transparent and ethical behavior,
- Grantee relationship management, and
- Capturing the knowledge from grantmaking.
Course runs 8 AM–5 PM each day. Breakfast and lunch are included both days.
Instructors: Kathleen Odne, M.A. and Caroline Altman Smith, M.A.
Individual Registration: $1,295
TGS Alumni / Group Registrations: $1,165 per participant
Deadline to register is April 6, 2018.
Continuing Education: Participation in this course counts as 14 hours of continuing education (CE) towards the Chartered Advisor in Philanthropy (CAP®) professional re-certification program requirements. Please print and save this page as verification.
Questions about this event? Please contact Michael Pratt at 616-331-9033 or email firstname.lastname@example.org.
Kathleen Odne was the Executive Director of the Dean & Margaret Lesher Foundation, a family foundation making grants in northern California, from 1994–2017. She now serves on their board of trustees. Kathleen has served on the board of the Council on Foundations, National Center for Family Philanthropy, Exponent Philanthropy, 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 was 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. In her community, she is currently serving on the board of John Muir Health, the Walnut Creek Library Foundation and has also served on the boards of De La Salle High School, the Junior League of Oakland-East Bay, and the Walnut Creek Chamber of Commerce. She attended the United Nations Conference on Women in Beijing, China, in 1995. A native of Chicago, she holds a bachelor’s degree in Political Science from the University of Illinois and an master’s degree in Philanthropic Studies from the Center on Philanthropy at Indiana University.
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.