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Grant Financial Analysis
 
October 20-21, 2011 
TD Bank, 1 Portland Square, Maine

 

 Sponsored by Maine Philanthropy Center, Associated Grant Makers, Connecticut Council for Philanthropy, and Grant Makers Council of Rhode Island
 
  

OldPortThe Grantmaking School of Grand Valley State University offers Grant Financial Analysis in partnership with the Maine Philanthropy Center, Associated Grant Makers, Connecticut Council for Philanthropy, and the Grant Makers Council of Rhode Island, in Portland on October 20 & 21, 2011.

 

Most grantmakers are hired for their program knowledge and expertise. Yet it is impossible to separate the role of money from programmatic success. Excellence in grantmaking is not limited to program knowledge. It requires a comprehensive understanding of nonprofit organizations, including their financial statements, budgets, reserves, policies and processes for resource management.

  
We all know that financial issues impact programmatic results. As a part of routine due diligence, many grantmaking organizations conduct a financial review after the programmatic review. In fact, the assigned program officer often has the best ability to understand fully the context, implications and impact of financial issues upon the success of any grant.
  
In response to a growing interest in a course that covers these issues, The Grantmaking School created this new offering. Grant Financial Analysis does not attempt to transform program officers into financial professionals. Instead, it provides grantmakers with the necessary knowledge and skills to conduct a comprehensive and effective analysis of organizational and programmatic financial information to improve funding decisions..

 

Key Concepts Include: 
  • Creating a culture of comprehensive grant analysis,
  • The relationship of financial condition to effective grantmaking,
  • Fundamentals of grant financial review and analysis,
  • Connecting grant budgets to funded program activities,
  • The role of organizational capacity in producing program results, and
  • Financial accountability in the post-grant process.
Who Should Attend
Grant Financial Analysis is designed for all grantmaking professionals with at least two years of grantmaking experience. Classroom size is limited to 30 participants, allowing for deeper engagement and discussion with both colleagues and instructors. Our instructors represent some of the most experienced program officers and foundation executives in the field of philanthropy. Their organization experience and knowledge crosses private, community, and family foundation models.
  
About The Grantmaking School  
Founded by Distinguished Professor of Philanthropic Studies and former Kellogg Foundation Program Director, Joel J. Orosz, Ph.D., The Grantmaking School is headquartered in Michigan at the Dorothy A. Johnson Center for Philanthropy and Nonprofit Leadership at Grand Valley State University.  Developed with the guidance of national experts and leaders in philanthropy, The Grantmaking School offers the first university-based, practitioner-led curriculum aimed at advancing grantmaking as a field. 

registernowRegistration, Location, Lodging 

 

Registration
    
Tuition and Scholarships
Tuition for Grant Financial Analysis is $1,295 per person, exclusive of travel and lodging. Alumni of The Grantmaking School receive a $250 discount. Scholarships are available for qualifying organizations. Members of Emerging Practitioners in Philanthropy (EPIP) and Friends of the Family members of the National Center for Family Philanthropy (NCFP) are eligible for a discount.
  
Location
TD Bank, 1 Portland Square, Portland, Maine
  
Lodging
Portland Regency Hotel, 20 Milk Street, Portland, Maine
A special rate of $159 per night has been arranged for participants of The Grantmaking School, valid October 19-20. Reservations must be made by September 19, 2011.
  

Sponsors: 

 Project Streamline
AGM logo   CT Council logo
         Project Streamline            RI Grantmakers logo
Maine Philanthropy Center
USM Glickman Family Library, PO Box 9301, Portland, Maine 04104-9301
(207) 780-5039
mpc@mainephilanthropy.org