Sharon Hathaway Forrest
Employment Opportunity Presentation
Demonstrated Competencies & Skills
Focus on Foundations
Selected Grants Solicitation & Management Activities
November 2011
Overview
Sharon has over 19 years of a wide-range of development experiences for
corporations, universities, and non-profit organizations.
During that time she has acquired research, writing, strategic planning,
solicitation, management, and stewardship skills she applies to seeking
and managing grants. Other specialized development skills such as highprofile international event and sponsorship management and European
grant seeking, complement these fundamental skills.
The slides that follow are selected experiences that highlight her particular
capabilities when both seeking and managing grants from governments,
corporations, and foundations.
Education related to Grants
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Foundation Center classes on
International Foundations &
Corporate/Foundation Grant
Seeking
The Grantsmanship Center,
Grant Proposal Writing
Workshop
Foundations & Public Policy
class, Georgetown University
M.A. Organizational
Leadership
September 2009 – June 2011
WOMEN IN INTERNATIONAL
SECURITY
Development Consultant
Grant Focused Activities
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Strategic Development Planning
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Board Engagement
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Creation of Individually Crafted
“Opportunities Portfolio” highlighting
specific inter-organizational congruencies
for corporate and foundation solicitations
Proposal Review and Advice – e.g., United
States Institute of Peace, CSIS
Sponsorship Proposal Review – e.g.,
collaborative event proposal with INSA
Utilization of Board Members’ Circles of
Influence for Corporate & Foundation
Solicitations
International Prospecting
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Creation of database of European
Foundations with Peace and International
Security Focus
Marketing Survey of National & European
Organizations on women’s leadership for
WIIS Montreal Center
August 2007 – June 2009
REGENT UNIVERSITY
Prospect Manager
Grant Focused Activities
Prospect Research
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Support to Director of
Corporate & Foundation
Relations
Utilization of Grants
Databases
Prospecting for Success
– Foundation Search
– Foundation Center Online
– Other smaller, e.g., Grant
Select
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Prospecting grants for
– University’s special
programs, e.g., National
Security Summer School
– Targeted Solicitations
– Meeting Briefings with
Foundation Executives
Research, Data Mining,
Predictive Modeling & More
Prospect Manager
Grant Focused Activities
Staff Engagement
Mapping Circles of
Influence
Vice Chair Chief
Daniel G. Sharp
Councilman Greg
Stanton
Player & Christian:
Jalen Rose
Coaches
ss
Steve Twist, VIAD
Corp
ine
rnm
e
Bu s
Gov
e
rnment
nt
Richard Hannon, SVP,
BCBS
State
Player: Steve Nash
Foundation
Local Gove
Players
Barbara LaWall, Pima
Co Atty
Debbie DePaoli,
VIAD Corp
Sheriff Joe Arpaio
Terry Sarvas, Law
Firm
John Greene, Law
Firm
Sergeant Joe Brosius
n ce G
roup
– Deans
– Academic Project
Managers
– Development Staff
– Trustees
– Executives/Chancellor
Andrew P. Thomas
Circles of Influence
Mayor Phil Gordon
Chairman Dean C.
Butler
Insura
Training for proactively
assessing grant
prospects
Brian Garrett
Gov Janet Napolitano
Farme
rs
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Senator Jon Kyl
State Farm Insurance Company
– Relationship Links to
Foundations
– Trustee Circles
Jerry Colangelo
Arizona Suns
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Director Roger
Vanderpool
Paul Beljan,
Neuropsychologist
Cheif Sherry Kiyler
Staff
Jonathan Brunk,
Phelps Dodge
Director Stacey
Stanton
Sheriff Ralph E.
Ogden
Mark Genrich, Qwest
John Teets, CEO,
JWT
Robert Carter Olson
Ellen Poole
Arizona Voice for Crime Victims, Inc.
Arizona Automobile Theft Authority
Volunteer: March 2006 – February 2008
WOMENS RESTORAION
FOUNDATION
Development Consultant
Multi-sector Collaborative Efforts – Leveraging Grant Funds for Greater Impact
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White House Faith-Based Community
Initiative
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Washington, DC & NY City Introductions
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Represented local congregation in Washington meetings
High-Profile Individuals: e.g. Margaret Tyler, Gates
Millennium Scholars Foundation
USAID: American Hospitals Abroad
USAID: Desk Officer for Liberia
Academy for Educational Development
Liberian Embassy
Multi-sector Collaborative Fundraising
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Multi-sector Collaborative Proposal Development
– Sand , Filter Company, Coca-Cola, and Former Youth
Soldiers
Collaboration Meetings
– University, Corporate, Foundation, Faith-Based
Representatives
US Chamber of Commerce, Business Civic Leadership
Center – Washington & New York CSR Meetings
March 2006 – June 2007
VIRGINIA CAREER
EDUCATION FOUNDATION
Development Consultant
Federal Grant Management – US Department of Education
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Events Coordinator for Commonwealth Scholars
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Virginia state rendition of State Scholars Initiative
Sponsorship Paradigm for Launch Event with Governor &
Cabinet
Solicitations of Corporations
Presentation to Annual Meeting of Virginia Chambers of
Commerce
Federal Grant Management
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WICHE Summit for State Scholars Initiative
– Grant Proposal Workshop
– Sole Non-Director- Level Employee to Participate
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Administration of Budget for Launch Event
Stewardship of Corporate Sponsors
Development Consultant
Corporate/Foundation Solicitations & Board Engagement
Virginia Career Education Foundation
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Strategic Fundraising Plan
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Presentation to Board of
Directors
Concept and Presentation to
Virginia Chamber of
Commerce for state-wide
Career Day
Board Development
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Participation/Sponsorship from
Directors’ Corporations
Launch of
the Commonwealth Scholars
Initiative
Corporate Engagement Opportunities
for Your Organization
September 28, 2006
11:00 AM
Sponsorship Levels
for the Launch
As a statewide business supporter,
your
corporation leads the state in promoting
the initiative and
providing
substantial financial support:
Platinum - $25,000
Gold - $10,000
Silver - $5,000
Bronze - $2,500
Copper - $1,000
Cash or in-kind
Platinum - $25,000
Recognition Benefits
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Product & Category Exclusivity
Organization logo as Auditorium and
Luncheon Sponsor
Logo on Card with Guest Gift (Lapel Pin)
Sponsorship recognition on the following
materials:
• Logo on auditorium signage onstage
• Logo on event signage in entryway
• Logo & website link on VCEF’s
webpage
• Logo tag on video archive of video
conference
• Logo in program book with full
page acknowledgment
• Name in media releases
• Name in VCEF’s annual report
• Recognition at VCEF’s annual
business/education conference
including program reference
Participation Benefits
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Executive from Organization to make
remarks at event and join Governor to
present banners to school divisions on
stage
VIP Seating at the event
Three Invitations for organization to VIP
luncheon
Limousine service to luncheon
Executive to make toast at luncheon
Opportunity to distribute organization
give-aways and incentives for students at
the event
• Career Awareness Discussions
(Classroom presentations)
• Medallions, Lapel Pins
• Mentoring, Power Breakfasts
• Dress Shirts, T-Shirts
• Movie Tickets, Pizza Day
• Key Chains, Pens/Pencils
• Certificates, Seals
Sponsorship Benefits Summary
Sponsor Benefits
Platinum
$25,000
Gold
$10,000
Silver
$5,000
Bronze
$2,500
Copper
$1,000
Recognition Benefits
Exclusivity
Product & Category
Category
Venue Sponsor
Auditorium &
VIP Luncheon
Reception
Guest Gift
Logo/Message in
card with Lapel Pin
Event Signage*
Logo
Logo
Name
Name
Website
Logo
Logo
Logo
Name
Name
Archived Video
Logo
Logo
Logo
Name
Name
Program Book*
Logo and Full Page
Acknowledgment
Logo with ½ Page
Acknowledgment
Logo with ¼ Page
Acknowledgment
Name
Name
Media Releases
Name
Name
Name
Name
Name
VCEF Annual Report
Name
Name
Name
Name
Name
VCEF Conference
Name
Name
Name
Name
Name
Event Stage
Recognition
Onstage Remarks
Onstage
Presentation
Onstage
Acknowledgment
Onstage
Acknowledgment
Onstage
Acknowledgment
VIP Seating at Event
Yes – First Row
Yes – First Row
Yes - Second Row
Yes – Second Row
Invitation to VIP
Luncheon
Three Tickets
Two Tickets
One Ticket
Company Giveaways
& Student Incentives
Opportunity to
Contribute
Opportunity to
Contribute
Opportunity to
Contribute
Participation Benefits
*Ability to participate in these (*) benefits depends upon production/publication schedule.
Opportunity to
Contribute
Opportunity to
Contribute
August 2004 – July 2005
PHYSICIANS FOR PEACE
FOUNDATION
Director, International Development
Oversight of Grant Activities
Grant Solicitation & Management
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Grants Management - 1st six months
– Creation of Database/Spreadsheet to Review Outstanding
Grants
– Renewals and Revisions
– Stewardship of Existing Grant Relationships
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Ronald McDonald House Charities
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Westwind Foundation
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International Foundation
– Work with Program Managers/Directors to establish
proposal priorities and scope of work
– Coordinating event invitation lists with executives from
prospect foundations, e.g. UN event
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Oversight of Grants Manager – 2nd six months
– Review status of grant proposals
– Edit and review proposals
– Prioritize grant solicitations
Director, International Development
Corporate Sponsorship Activities
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Strategic Fundraising Strategy
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Created annual Gala event
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Introduction to and involvement of Jeffrey Sachs &
Millennium Villages
President Clinton awardee in subsequent years
Developed Sponsorship Paradigm/Corporate
Solicitations incorporating Millennium
Development Goals
Corporate Grant/Sponsorship
Solicitations
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Initiated Relationships through
Chairman’s Office of Major Corporations
– Example: Abbott Laboratories, Director
of Global Citizenship
– Example: Oscar de la Renta
– Example: Sumner Redstone, Viacom
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Created Solicitation Package for
Corporate Sponsorship of BOT-led event
– Secured Presenting Sponsorship ($5K)
from local banking leader
February 2003 – September 2004
FREDDIE MAC FOUNDATION
Chief of Staff
Introduction to Corporate Foundation Grant Making
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Grants Management
(Community Relations Department)
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Participation in Cyber Grants Implementation and Training
Document Retention Management (included Grants Office)
Emergency Contingency Plan & Readiness (included Grants Office)
Organizational Environment (included Grants Office)
Liaison between Executive Office and Grants Office
Grantmaking (Assisted CEO & COO)
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Helping Hand Emergency Fund: FM assisted over 45 non-profit
organizations in 2004 with over $2M
Washington Business Journal Award for Grantmaker with Largest $
Contribution in Washington, DC region 2004
Numerous Other Organizational Awards
9/11 Fund – Speech to victims/grant recipients on behalf of CEO
Chief of Staff
Grant Making Related Organizational Activities
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Human Resources Management
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Administrative Assistance Needs Review
Led Administrative Assistants Committee
Training for New Managers & Corporate-wide Management Retreat with new CEO
Training in Retention Management
Foundation Operational Management
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Change Management (assist new COO – inaugural and staff meetings)
Chief of Staff – attended Executive Meetings with four Directors
Managers Committee Member (Assisted Director of Communications)
CEO’s Strategy Committee Member (Assisted Director of the Foundation)
Developing Roles & Responsibilities & Job Descriptions
Coordinating Department Employee Performance Reviews
Strategic Financial Management (Spending/Investing Endowment) – assist COO
Planning/Budgeting – assist COO
Reporting to CEO and Freddie Mac corporation – assist COO
Benchmarking with other Foundations (research and reporting)
Liaison with Consultants for Organizational Efficiency
Chief of Staff
Major Grant Making Achievements
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Initiated Grantmaking in COS
Capacity
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Presented to & Funded by the
Foundation Executive Office
Inter-Departmental Corporate
Sponsorship Initiative – Herndon
Housing Festival
Do Something: to open
Washington Office (100K)
Grant Funded Research: e.g.,
Johns Hopkins – The Impact of
Homeownership on the
Outcomes of Children (50K for
two years)
Board Relations
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Sarbanes-Oxley Briefing Book on the
application of SO to non-profit
organizations
October 2000 – September 2001
PA CONSULTING GROUP
Home Office Coordinator
USAID & Development Banks
Grant Focused Activities
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Subcontract Administration
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Home Office Administration
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Federal Acquisition Regulations (FAR) Training
Contracts/Subcontracts Training
World Bank Systems Training
Modification Agreements
Sustainable Tourism
Educational Exchange
Infrastructure Development – Energy, Water
Budget and Expense Reports
Executive Presentations for Foreign Governments
Proposal Preparation
Report/Communications
Development
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Proposed Newsletter for Global Development
Projects
– Presentation to Senior Executive Staff
– Approved and Funded by CEO
– Presentations to invite participation by Staff
– Survey of Staff in Global Foreign Offices
Volunteer: 1992 – 1997;
Contract Employee: 1997 -1998
MODEL OAS FOUNDATION
Director of Development – MOAS Foundation
Grant Focused Activities
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Introduction to Grantseeking & Prospecting
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Fundraising Solicitations
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Developed a list of prospective donors with a focus on
corporate sponsorship
Coca-Cola: $25,000 for International MOAS in Buenos
Aires, Argentina
Inter-American Development Bank Working Group on
Youth Development
Proposal Development
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Proposal for Televised, Multi-site Live and Interactive
MOAS
– Approved for solicitation by the Director of External
Relations and the Secretary General
Prospective Ph.D. Organizational Leadership
ACADEMIC & RESEARCH
PURSUITS
The Role of Foundations in
Public Policy
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Research Committee Member, “Nonprofit Resources for Children
and Youth in the Washington, D.C., Metropolitan Region,” An
Urban Institute Study, April 2004. Available at: www.urban.org.
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Chair and Discussant of “NGOs and Aid Policies” in Porto,
Portugal, August 17-20, 2011 at WISC Third Global International
Studies Conference on “World Crisis: Revolution or Evolution in
the International Community?”
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Participant in first ever meeting of NGO’s of ECOSOC affiliation
with Member States at the United Nations
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Participant in 7th Annual UN Summit on Reinventing
Government, Vienna, Austria, June 2007.