CURRENT PUBLIC TRAINING EVENTS

 

Writing Successful Grant Proposals
Monday, February 22, 2010 (Day 1) and Monday, March 1, 2010 (Day 2)
9:30 am - 4:30 pm
CompassPoint, San Francisco, CA

This comprehensive workshop will teach you a step-by-step approach to preparing successful proposals (Day One), and then give you the opportunity for proposal review and feedback (Day Two). In addition to learning "how-to", you'll gain valuable experience in writing proposals and developing proposal components through instruction and writing exercises.

For more information or to register, go to www.compasspoint.org or call them at 415/541-9000.

 

 
 

PAST PUBLIC TRAINING EVENTS

 

"Development Audits: What Can You Learn?"
With Cheryl Clarke, Fundraising Consultant

November 18, 2008, 3:00 - 5:00 PM
312 Sutter Street, 6th Floor, San Francisco
Register online at www.dersf.org
For a copy of the workshop handouts, click here.

Roundtable Description Has your organization ever had a development assessment? What are the benchmarks against which a development program is measured? What would you want to learn from an assessment of your organization and its fundraising functions? Come to discuss with other professionals how to get the most out of a professional assessment ......... or maybe even how to "do-it-yourself". Two seasoned professionals will lead the discussion, with an agenda set by attendees at the roundtable.

Fundraisers Anxiety Busters (FAB)

is a program of Development Executives Roundtable. It is a free, peer support network for intermediate and seasoned fundraisers, and nonprofit staff and volunteers with development responsibilities (3 or more years experience requested), to share fundraising strategies and tactics, meet challenges, and solve problems. Peer leaders with expertise in each session's topic will help address issues identified by the group.

Attendance is limited to 25 to allow for effective participation. Limit one person per organization, please. Pre-requisite of all attendees: minimum 3 years in a fundraising/development capacity.
 

 

Diagnosis: Fundraising Success - How and When to Conduct a Development Audit
With Cheryl Clarke, Fundraising Consultant.
Fee: $65

Date & Time:
Tuesday, September 23
9:00 a.m. to 11:00 a.m.

Place:
The CBO Center, Preservation Park, Oakland

Description:
Development assessments (or "development audits") are crucial whenever an agency is contemplating significant changes (especially leadership or development staffing), wants to kick start a new fundraising effort or wants to inject new life into a development program that is stuck. A good assessment will identify current strengths and challenges in your agency's fundraising program and make specific, practical recommendations for moving forward with increased effectiveness and success.

At the conclusion of this workshop, participants will:

  • Be able to decide if their agency would benefit from a development audit.
  • Understand the options for conducting an audit.
  • Know how to get the most out of the experience.
  • Have tips for doing it yourself or choosing a consultant or firm to do the evaluation
  • Take away a sample table of contents from typical development audits.

For more information or to register, go to www.cbocenter.org.

 

 

Grant Proposal Makeover
With Cheryl Clarke
The Community Foundation of Santa Cruz County
Fee: $120 (includes the book Grant Proposal Makeover)

Date & Time:
Wednesday, September 17, 2008
10:00 a.m. – 4:30 p.m. (includes on-your-own lunch break)

Place:
Best Western Capitola By-the-Sea Inn & Suites
1435 41st Avenue, Capitola, CA 95010

Description:
A dynamic session for experienced proposal writers who want to fine-tune their approach to foundations and corporate funders!

Attend this full-day workshop to learn how to transform "ugly ducking" proposals into "beautiful swans" that will help you get that grant!

You'll learn what the common flaws are in grant proposals (according to funder interviews) and how to correct them. You'll learn by doing in this "hands-on" workshop with valuable writing and editing exercises.

Participants are encouraged to bring up to five copies of a brief letter of inquiry or grant proposal (three page maximum for each) that you have written to receive peer and presenter feedback. Presenters Cheryl Clarke and Susan Fox used data and comments gathered from a written survey of nearly 70 U.S. and Canadian grantmakers for their book, Grant Proposal Makeover: Transform Your Requests from No to Yes. Participants will each receive a copy of the book, which provides the basis for this workshop.
Register Today! Space limited to 30 participants. Go to: http://www.cfscc.org/page19639.cfm.

Reality Grantmaking: Focus on Funding for the Enviroment
Co-sponsored by Development Executives Roundtable, the Foundation Center and AFP-Golden Gate Chapter.
Co-moderated with Cheryl Clarke, Fundraising Consultant.

Date & Time:
Thursday, June 19, 2008
9:30 a.m. to 12:30 p.m.

Place:
The Foundation Center, 320 Sutter Street, San Francisco, 2nd Floor Conference Room

Description:
You’ve experienced reality TV ... now get ready for Reality Grantmaking! Representatives from four Bay Area environmental funders will participate in reviewing and scoring real proposals selected from those submitted by local environmental organizations and choosing one grantee who will receive a $1,000 mini-grant at this exciting event.

Participating Grantmakers: The grantmakers listed below are committed and additional funders have been invited.
Pamela Allen, Program Officer - The Richard & Rhoda Goldman Fund
Tim Little, Executive Director and Co-Founder - Rose Foundation for Communities and the Environment
Andrea Gooden, Program Manager - Pacific Gas & Electric Company
Stan Hutton, Program Officer - Clarence E. Heller Charitable Foundation

Following the grant award, the panelists will participate in a "Meet the Grantmaker" session outlining the environmental funding guidelines of each funder and providing more insights into approaching their organizations for support.

The program is FREE but you must register at the Foundation Center’s website to attend. Go to http://foundationcenter.org/sanfrancisco/mtgsf6_19.html to register.

Note: If you would like to submit a proposal for consideration, click here to view the guidelines for applications.

 

 

"Reality Grantmaking" Workshop
With Cheryl Clarke, Fundraising Consultant

The Association of Fundraising Professionals

45th International Conference on Fundraising: "Endless Possibilities"
Saturday, March 29, 2008
San Diego Convention Center, San Diego, CA
For more information on conference sessions, click here.
Online registration is now open.

Description:

You’ve experienced reality TV . . . now get ready for "Reality Grantmaking." In this workshop, participants will witness proposal review and decision-making by a panel of respected San Diego area grantmakers. Session attendees are invited to submit a two-page mini-proposal. (To view the Request for Proposals, click here.) Proposals will be screened by the co-moderators and several will be selected for the "real time" review. Selected proposals will be made available on the AFP conference website so attendees can download, print and follow along. During the workshop, panelists will discuss and score the proposals and the agency with the highest score will receive a $1,000 cash grant at the end of the session thanks to the AFP Foundation for Philanthropy through support from Scott Staub, ACFRE.

Benefits and Learning Objectives:

  • Experience first-hand a meeting of diverse grantmakers as they debate and decide which proposal will receive funding.
  • Learn what makes a strong proposal.
  • Gain insight into those areas/issues where funders agree and those where they do not.
  • See the preferences and differences among the various types of grantmakers.


 

 

Get Your Grant With A Proposal Makeover
Fatal Flaws and How to Avoid Them
Thursday, September 27, 2007
A webinar sponsored by Affinity Seminars

What are the top ten flaws that grantmakers cite as their “pet peeves” when reviewing funding requests?

Can you identify the major problem areas that spell disaster for your grant success rate?

This "grantwriting how-to" seminar will answer these key questions and provide you with helpful hints for writing persuasive funding requests.

Building on data and comments gathered from a recent survey of North American grantmakers for their new book, Grant Proposal Makeover: Transform Your Request from No to Yes, the presenters will share proven techniques for transforming “ugly duckling” proposals into “beautiful swans.”

For more information and to register, go to www.AffinitySeminars.com.


 

 

Reality Grantmaking: "Special Arts Edition"
Co-sponsored by Development Executives Roundtable, the Foundation Center, AFP-Golden Gate Chapter and The CBO Center.
Co-Moderated with Cheryl Clarke, Fundraising Consultant

Thursday, October 18, 2007
9:30 a.m. to 12:30 p.m.
Oakland Professional Development and Conference Center
In the Transpacific Centre
1000 Broadway, Suite 109
Oakland, CA 94607

Representatives from the Walter and Elise Haas Fund, the James Irvine Foundation, The San Francisco Foundation and the Phyllis C. Wattis Foundation will participate in reviewing and scoring real proposals selected from those submitted by local arts organizations and choosing one grantee who will receive a $1,000 mini-grant at this exciting event.

This program is FREE, but you must register at the Foundation Center's website to attend.

Note: If you would like to submit a proposal for consideration, download the Mini-Grant Competition Request for Proposals.

 

Grant Proposal Makeover
With Cheryl Clarke, Fundraising Consultant
Thursday, April 19, 2007 10 a.m. to 1 p.m.
Center for Volunteer and Nonprofit Leadership, San Rafael

What are the common flaws that grantmakers cite as "pet peeves" when reviewing proposals? Can you identify the major problem areas that spell disaster for your grant success rate? Using data gathered from an extensive survey of North American grantmakers for their book Grant Proposal Makeover: Transform Your Request from No to Yes, Cheryl Clarke and Susan Fox will share their techniques for transforming "ugly duckling" proposals into beautiful swans through critical review and editing. Using demonstration, sample proposals and class exercises, you will learn how to transform "ugly ducklings" proposals into "beautiful swans" through critical review and careful editing.

The cost of the workshop includes a copy of the new book, Grant Proposal Makeover: Transform Your Request from No to Yes, by Susan Fox and Cheryl Clarke.

For more information and to register, go to http://cvnl.org/.

For workshop handouts, click here.

 

 

"Extreme Proposal Makeover"
Tuesday, May 23, 9:30-12:30
Center for Volunteer and Nonprofit Leadership of Marin

Based on a recent survey conducted by the instructor and a colleague, this session will reveal the common flaws that grant makers cite as "pet peeves" when reviewing proposals. Using this data and sample proposals, the presenter will demonstrate the transformation of "ugly ducklings" into "beautiful swans" through critical review and careful editing. At the conclusion of this workshop, participants will:

  • Know the common flaws that grantmakers cite as their "pet peeves" and how to correct them.
  • Understand the importance of a good match with the funder’s interests and how to position their organization in a proposal for maximum benefit.
  • Recognize common budget flaws and know how to avoid them.

For more information, go to http://cvnl.org.

 

 

"Reality Grantmaking" Workshop
With Cheryl Clarke, Fundraising Consultant

Craigslist Foundation Nonprofit Boot Camp
Saturday, August 19, 2006 
University of California, Berkeley
For more information or to register, go to www.craigslistfoundation.org.
Back by popular demand. You've experienced reality TV ........ now get ready for "Reality Grantmaking". In this workshop, participants will witness proposal review and decision-making as a panel of real grantmakers reviews proposals. The agency with the highest scores will receive a cash grant at the end of the workshop!

NOTE: If you would like to submit a proposal for consideration at Boot Camp, go to www.craigslistfoundation.org for the Request for Proposals.  You must be registered for Boot Camp to submit a proposal and if your proposal is selected as one of the finalists, you must attend the workshop session to be eligible for the cash grant.

 

 

"Extreme Proposal Makeover"
With Cheryl Clarke, Fundraising Consultant
Thursday, November 30, 6:45-9:30 p.m.
The Learning Annex

Based on a recent survey conducted by the presenters in preparation for their book Grant Proposal Makeover: Transform Your Request From No to Yes, this session will reveal the common flaws that grantmakers cite as "pet peeves" when reviewing proposals. Using this data and sample proposals, the presenters will demonstrate the transformation of "ugly ducklings" into beautiful swans through critical review and editing.

At the conclusion of this session, participants will:

  • Know the common flaws that grantmakers cite as their "pet peeves" and how to correct them.
  • Understand the importance of a good match with the funders' interests and how to position their organization in a proposal for maximum benefit.
  • Recognize common budget flaws and know how to avoid them.

For more information and to register, go to http://www.learningannex.com.
For a copy of the workshop handouts, click here.

 

 
Reality Grantmaking – Health and Human Services Edition
Moderated with Cheryl Clarke, Fundraising Consultant
Tuesday, May 22, 2007, 9:30 a.m. to 12:30 p.m.
The Foundation Center, San Francisco

You’ve experienced reality TV ........ now get ready for "Reality Grantmaking". At this session, co-sponsored by the Foundation Center, Development Executives Roundtable and the Association of Fundraising Professionals-Golden Gate Chapter, participants will witness proposal review and decision-making as a panel of real grantmakers reviews proposals submitted by health and human service organizations. Applicants will be screened by the session moderators to ensure diversity of causes and proposal styles, and eight finalists will be selected. Watch as their proposals are reviewed and scored by an expert panel of real-world funders. The agency with the highest score will receive a cash grant at the end of the workshop. All finalists must be present for the Reality Grantmaking session. Though applicants must submit requests for health and human services projects, grantseekers from all program areas are invited to attend and learn from the opportunity to listen in when funders evaluate submissions.

Participating funders will also provide an overview of current grant opportunities and application guidelines for their respective health and human services programs.

Grantmaker Panelists:
Mary Gregory, Pacific Foundation Services
Michele Williams, The San Francisco Foundation
Dianne Yamashiro-Omi, The California Endowment
Damon Scott, KaiserPermanente.

The program is FREE but you must register at the Foundation Center’s website (www.foundationcenter.org/sanfrancisco/) to attend.

NOTE: If you are a health or human service organization and would like to submit a proposal for consideration at this session, click here.

 

 

Writing Successful Grant Proposals
Wednesday, October 11, 2006 (Day 1) and Wednesday, October 18, 2006 (Day 2)
9:30 am - 4:30 pm
CompassPoint, San Francisco, CA

This comprehensive workshop will teach you a step-by-step approach to preparing successful proposals (Day One), and then give you the opportunity for proposal review and feedback (Day Two). In addition to learning "how-to", you'll gain valuable experience in writing proposals and developing proposal components through instruction and writing exercises.

For more information or to register, go to www.compasspoint.org or call them at 415/541-9000.

 

 

Writing Successful Grant Proposals
Wednesday, October 11, 2006 (Day 1) and Wednesday, October 18, 2006 (Day 2)
9:30 am - 4:30 pm
CompassPoint, San Francisco, CA

This comprehensive workshop will teach you a step-by-step approach to preparing successful proposals (Day One), and then give you the opportunity for proposal review and feedback (Day Two). In addition to learning "how-to", you'll gain valuable experience in writing proposals and developing proposal components through instruction and writing exercises.

For more information or to register, go to www.compasspoint.org or call them at 415/541-9000.

 

 

"Extreme Proposal Makeover"
With Cheryl Clarke, Fundraising Consultant
Tuesday, April 4, 1:30-2:45 p.m.
The Association of Fundraising Professionals
43rd International Conference on Fundraising: Conference of Champions
Georgia World Congress Center, Atlanta

Based on a recent survey conducted by the presenters, this session will reveal the common flaws that grant makers cite as "pet peeves" when reviewing proposals. Using this data and sample proposals, the presenters will demonstrate the transformation of "ugly ducklings" into "beautiful swans" through critical review and careful editing.

For more information, go to www.afpnet.org.

For session handouts, click here.

 

 

"Reality Grantmaking" Workshops
With Cheryl Clarke, Fundraising Consultant
Three venues & dates to choose from in Fall 2005!

Back by popular demand. You've experienced reality TV ........ now get ready for "Reality Grantmaking". In this workshop, participants will witness proposal review and decision-making as a panel of real grantmakers reviews proposals. The agency with the highest scores will receive a cash grant at the end of the workshop.

NOTE: If you would like to submit a proposal for consideration at a workshop, see the RFP at the website listed below for each venue. You must be registered for the corresponding conference to submit a proposal and if your proposal is selected as one of the finalists, you must attend the workshop session to be eligible for the cash grant.

  • CompassPoint's Peninsula Silicon Valley Funders' Fair
    Thursday, September 15, 2005
    Crowne Plaza, Foster City
    For more information or to register, go to www.compasspoint.org.

  • Craigslist Foundation Nonprofit Boot Camp
    Saturday, October 8, 2005
    Bill Graham Civic Auditorium, San Francisco
    For more information or to register, go to www.craigslistfoundation.org.

  • Center for Volunteer and Nonprofit Leadership's Marin Nonprofit Conference
    Tuesday, November 1, 2005
    Marin Center, San Rafael
    For more information or to register, go to www.marinnonprofitconference.org.
 

 
Diversifying Your Funding Base: A Half-Day Workshop for Health & Human Services Agencies
Tuesday, April 12, 9:30 am – 12:30 pm
Center for Volunteer and Nonprofit Leadership
650 Las Gallinas Avenue, San Rafael, CA 94903

Have you lost a significant funding source – government or private – recently? Do you need to find replacement funds fast? In this half-day workshop you will learn a process to identify your agency’s assets and match them with fundraising methods that make sense for your organization. At the completion of the workshop participants will:

  • Know the funding profile of a healthy nonprofit.
  • Be able to prioritize fundraising techniques in terms of their effectiveness.
  • Identify their agency’s unique assets and begin to match them with promising fundraising strategies.

Fee: $45 for CVNL members; $65 for non-members. For more information or to register, go to www.cvnl.org or call 415/479-5710.

 

 

Writing Great Grant Proposals
With Mark Smolowitz, Development Coordinator, Access SF/Cable Channel 29
Thursday, February 17, 2005
9:30 a.m. to 5 p.m.
Sponsored by the Community Technology Network of the Bay Area (CTN)
Workshop location: University of Creation Spirituality, 2141 Broadway, Oakland

Highlights of this day-long workshop include:

  • Essentials of grant proposal writing
  • Techniques to reach community technology funders
  • How grant-seeking fits in your overall funds development plan

NOTE: This event is free to any community-based organization that has technology access and training as a driving part of its mission, educational programs or client-centered services.
For more information or to register, go to www.ctnbayarea.org or call 415/633-9327.

 

 
Conference Workshop: "Reality Grantmaking"
With Cheryl Clarke, Fundraising Consultant
Fundraising Day 2004, San Francisco
Tuesday, June 22

Back by popular demand. You’ve experienced reality TV ........ now get ready for "Reality Grantmaking". In this workshop, participants will witness proposal review and decision-making as a panel of local grantmakers reviews eight proposals vying for $1,000 in funding. The agency with the highest score will receive a grant for $1,000.

NOTE: If you would like to submit a proposal for consideration at this session, look for the RFP at www.fundraisingday.org. You will be notified if your proposal is selected as a finalist. All finalists must be present for the morning Reality Grantmaking workshop session.

For more information or to register for the conference, go to www.fundraisingday.org.

 

 

Getting Your Board to Ask for Major Gifts: A Train the Trainer Session
Tuesday, October 14, 2003
9 a.m. to 12 noon
The Management Center, San Francisco

Most of us would love to have the kind of board members or volunteers who are good at asking major donors for big gifts. But since most people are uncomfortable talking about money, this often remains just a dream. In this "train the trainer" session, you will:
receive a model training schedule,
learn how to help board members overcome their fears,
get tips on making your training more effective,
practice giving feedback as participants practice their "asks".

 

 

Conference Workshop: "Getting Your Board to Give and Get"
Wednesday, March 5, 2003
at The Management Center's Best Practices Conference
Leading Together in Uncertain Times
Oakland, CA

How do you get an appropriate gift from every board member if your organization doesn't have a history of board giving? How can you energize your board to be better at fundraising? Using case studies, Susan Fox will provide you with the keys to solve this perennial problem.

For more information about this and other TMC conference workshops, or to register, go to www.tmcenter.org or call 415/399 2652.

 

 

International Fundraising Strategies and Techniques
Segundo Seminario Internacional de Racaudacion de Fondos Nacionales e Internacionales
March 11, 12, 13 & 14
Hotel Camino Real
Mexico City

This comprehensive course covers both the principles and practices of effective fundraising. It will give you the theoretical framework upon which to build a successful and ethical fund development effort. It also covers the practical application of fundamental principles in standard development practices.

For more information or to register, contact:
Promogestión Profesional Integrada S.A. de C.V.
Colonia Juárez
06600, México, D.F.
Telefax 55 5514 0412
Email: promogestion1@yahoo.com

 

 

Conference Workshop: “Building a Successful Board-Giving Campaign”
Thursday, March 7, 2002
11:00 am - 12:15 PM
“Building Lasting Organizations”
The Management Center’s Best Practices Conference
San Francisco, CA

How do you get an appropriate gift from every board member if your organization doesn’t have a history of board giving? Using case studies, Susan Fox will provide you with the keys to launching your own successful board campaign.

For more information about this and other conference workshops, or to register, go to www.tmcenter.org or call 415/399-2652.

 

 

Grant Research and Writing
Wednesday, October 17, 2001
9 am - 4 PM
Media Alliance, San Francisco, CA

This popular workshop uses a step-by-step approach to the entire grant process. It covers the research phase including identifying prospects and making the initial contact, the grantwriting phase including essential parts of an effective proposal, and the post-proposal phase -­ so you'll know what to do while you're waiting for the grantmaker to say "yes."   Participants will write several sections of a proposal and present them to the class for a critique.

For more information or to register, go to www.media-alliance.org or call them at 415/546-6334.

 

 

Nonprofit Day: The Face of Change
July 19, 2001 at the Westin St. Francis Hotel in San Francisco
Sponsored by CompassPoint.

Conference Workshop Presented by Susan Fox: "The Human Face of Grantmaking"
What makes for success in raising money from foundations and corporations? Is it applying to the foundations who best fit your mission? Is it a well-written proposal? Or is the real key knowing the right people at the foundation? This session will focus on putting it all together through a strategic process. Topics include creating a proactive approach to grantwriting, building better relationships with funders and using the process to your advantage.

 

 

First Course: The Principles and Techniques of Fundraising
July 16 and 17, 2001 at the Commonwealth Club in San Francisco
Sponsored by the Association of Fundraising Professionals in partnership with AFP’s Golden Gate Chapter and The Management Center.

This two-day course provides an overview of the fundraising profession and the fundamentals of the development function. It gives you the foundation and teaches you the skills to lead your nonprofit to its fundraising goals. Taught by seasoned professionals. For more information or to register, go to www.tmcenter.org or call 415/399-2651.

Training Module Presented by Susan Fox: “Planning for Successful Fundraising”

 

 

Fundraising Day 2001: Fundraising at the Speed of Light
Wednesday, June 13, 2001:  Hyatt Regency San Francisco
Sponsored by the Association of Fundraising Professionals-Golden Gate Chapter

Conference Workshop Presented by Susan Fox:  “Getting Your Board Up to Speed”
Is your board enthusiastic about everything except fundraising?  Do they agree - grimly - to fundraising goals and then fail to deliver?  What can you do to energize volunteers if your organization doesn’t have a history of board giving, let alone board getting?  This workshop will offer solutions for this familiar predicament.

For more information or to register, go to www.fundraisingday.org or call 650/344‑4611.

 

 

I Dare You Conference: Putting Faith Into Action
May 11-12, 2001:  Regal Riverfront Hotel, St. Louis, MO

Two Conference Workshops Presented by Susan Fox:
“Fundraising and Development Strategies”
To fundraise effectively, one needs a plan, a committed group of volunteers and a basic knowledge of the principles and techniques of fundraising. This workshop will give participants the basic tools they need to develop a succesful fundraising plan.

“Grant Writing”
This workshop will break down and explore the basics of a well-written grant. You will learn about the different types of grant proposals, needs documentation, resource investigation and Internet research. This workshop will also examine the elements of a grant proposal: background information, executive summary, needs statement, project description, budget and organizational information.

For more information or to register, go to www.idareyou.org or call 314/231-DARE. 

 

 

Achieving Success with Effective Fundraising
October 27 and 28, 1999
8:30 am - 4:30 pm
University of Montana, Missoula, MT

This two-day workshop covers the principles and practices of successful fund development on the first day, with the second day focused on one fundraising technique -- writing corporate and foundation grants.  You may choose to participate in one or both days.  Board members, volunteers, managers and directors of nonprofit organizations, foundations, and membership groups will learn successful tools and techniques for developing and retaining sources of support.

For more information or to register, call the Workforce Development Center at the University of Montana, 406/243-5617.

 


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