Policy Advocacy – Choose Your Issue & Develop a Plan

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2012 Nonprofit Effectiveness Class Schedule
Cultivating Grantmaker Relationships
Date: Friday, November 2, 2012
Time: 9:00 a.m. – 4:00 p.m. (check-in & coffee: 8:30-9:00 a.m.)
Location: Foundation Center (Hurt Building Lobby), Classroom
Who is eligible to attend?: One staff or board member of nonprofit organizations that have
received a cash grant in the last seven years (2005-2011) or 2012 grantees of the Common Good
Funds, Metropolitan Atlanta Arts Fund, Atlanta AIDS Partnership Fund, Neighborhood Fund,
Local Funds and Grants to Green
Registration: Registration closed; maximum attendants reached.
Instructor: John W. Hicks, President and CEO of J.C. Geever, Inc.
Workshop Description
Need guidance on how to build a lasting relationship with your donor?
From the initial approach through the life of a grant and beyond, this course will help you
become a more effective partner to your funders.
Learn to:
 Address what funders expect from their nonprofit partners at each key point of contact
 Develop compelling points for effective communication with grant makers
 Prepare for meetings and grant maker site visits
Benefits
 Applicable for six CFRETM International points
 Free copy of The Grantseeker's Guide to Winning Proposals (a $39.95 value)
About the Presenter
John W. Hicks is President and CEO of J.C. Geever, Inc. He provides consultation and strategic
guidance for annual and capital fundraising programs for a variety of clients ranging from
grassroots to national nonprofit organizations. John is a contributing author to the John Wiley
and Sons' The Nonprofit Handbook: Fund Raising (2001 edition) and the Foundation Center's
newest book, After the Grant. He has published articles with Fund Raising Management and
Advancing Philanthropy. A Certified Fund Raising Executive (CFRE), John is a member of the
Association of Fundraising Professionals. John is former president of the Greater New York
Chapter of AFP, and has both chaired and served as a member of several International AFP task
forces. Additionally, he has been a member of the Board of the AAFRC Trust for Philanthropy,
and a judge for the CASE Grenzebach Award for Outstanding Scholarship in Philanthropy and
AFP International's Outstanding Philanthropist of the Year Award. John holds degrees from the
University of North Carolina at Chapel Hill and the University of Hartford.
Questions? Please contact us at NonprofitEffectiveness@cfgreateratlanta.org.
2012 Nonprofit Effectiveness Class Schedule
Grantseeker Training Institute
Date: Monday, November 12- Friday, November 16, 2012
Time: 9:00 a.m. – 4:00 p.m. (check-in & coffee: 8:30-9:00 a.m.)
Location: Foundation Center (Hurt Building Lobby)
Who is eligible to attend?: One staff or board member of nonprofit organizations that have
received a cash grant in the last seven years (2005-2011) or 2012 grantees of the Common Good
Funds, Metropolitan Atlanta Arts Fund, Atlanta AIDS Partnership Fund, Neighborhood Fund,
Local Funds and Grants to Green
Registration: Registration closed; maximum attendants reached.
Instructors: Jane Geever, Fundraising Consultant; Pam Sugarman, Fundraising Consultant;
Joanne Kepics, Regional Training Coordinator at the Foundation Center-Atlanta
Workshop Description
In five days, the Foundation Center’s team of expert instructors will teach you the best practices
in fundraising today.
• Develop strategies to sharpen your grantseeking focus
• Learn to articulate your funding requests more powerfully
• Network with peers and colleagues from the nonprofit world
Day 1: Learn the characteristics of a sustainable nonprofit organization and how to improve the
financial health of your organization.
Day 2: Get started with a fundraising plan that maximizes funding for your organization and
identify where grants fit in. Special event: join your classmates for a visit with a leading
grantmaker. You'll get a real-world view of funder needs and interests.
Day 3: Search for grantmakers that match your needs with hands-on, interactive training in our
computer lab.
Day 4: Master proposal writing. Learn to craft a comprehensive, compelling proposal package
step-by-step.
Day 5: Build effective grantmaker relationships from the initial approach through the life of a
grant and beyond.
Benefits
Take Home Toolkit: FREE ($300+ value)
 Wise Decision-Making in Uncertain Times: Using Nonprofit Resources Effectively
 Securing Your Organization's Future
 One month subscription to Foundation Directory Online Professional
 The Foundation Center's Guide to Proposal Writing (5th ed.)
 The Grantseeker's Guide to Winning Proposals
Applicable for 30 CFRETM International points.
About the Presenter….
Pam Sugarman has been helping people build effective nonprofit organizations for the past 16
years. Pam is president of Sugarman Consulting, a firm that delivers strategy and governance
consulting to nonprofits and foundations. From 1994 until 2000, she served on the management
team at the Georgia Center for Nonprofits. There she developed and delivered information,
training and consulting programs to help thousands of nonprofits in Georgia achieve their
2012 Nonprofit Effectiveness Class Schedule
missions. The strategic planning, board development, and other services Pam offers through
Sugarman Consulting benefit mature, growing and early-stage organizations. A sample client list
includes: The Clean Air Campaign, Arthur M. Blank Family Foundation, Inner Harbour, Our
Family Table Foundation, and 100 Black Men of America. In addition, Pam has served on the
boards of directors of organizations such as Hands On Atlanta, the Nonprofit Management
Association, The American Jewish Committee, Atlanta Chapter, and Research Atlanta. Pam
received her BA from Wellesley College and MBA from Yale University.
Joanne Kepics, Regional Training Coordinator at the Foundation Center-Atlanta, is responsible
for designing and managing training programs in support of capacity building of nonprofits in
the southeast region of the United States. Since joining the Center in 2000, Joanne also served as
the reference librarian and outreach specialist. Prior to joining the Center, she worked in the
nonprofit sector for sixteen years in a variety of positions with SOLINET, the Southeastern
Library Network, in Atlanta, Georgia. Joanne brings great depth of knowledge of the field of
philanthropy and nonprofit management. Joanne holds a Master's degree in Management from
St. Mary's College and a Bachelor's degree in Education and Library Science from Edinboro
State University.
Jane C. Geever is Chairman of J. C. Geever, Inc., a fundraising consulting firm that she founded
in 1975. The firm was the first woman-led fundraising company admitted into membership in the
American Association of Fund Raising Counsel—now The Giving Institute. Among her
achievements, she assisted in the creation of the certificate program in fundraising at New York
University, spearheaded the first jobs bank at the International Conference for what is now the
Association of Fundraising Professionals (AFP) as well as at their New York Fund Raising Day.
Jane was appointed to the Independent Sector's ad hoc Committee on Values and Ethics and is
active in their "Give Five" Program in New York. She is also a member of the Philanthropic
Advisory Council for the Better Business Bureau in New York, the Advisory Council for the
national project Funding Fundraising at Baruch College, and has been a Board member and
officer of the AFP and of the Giving Institute. Jane has written widely on topics related to
fundraising. She is the author of The Foundation Center's Guide to Proposal Writing and, in
support of this book, teaches workshops throughout the country. She also lectures nationwide on
subjects related to grantsmanship, volunteerism and philanthropy. In 2007, Jane was appointed to
the faculty of Columbia University's Fundraising Management Program. Jane holds a Master's
Degree from The New School and she has done post graduate work in business management at
Stanford University. She also holds an honorary Doctor of Humane Letters degree from Seton
Hill University—her alma mater.
Questions? Please contact us at NonprofitEffectiveness@cfgreateratlanta.org.
2012 Nonprofit Effectiveness Class Schedule
Developing a Fundraising Plan
Date: Thursday, November 29, 2012
Time: 9:00 a.m. – 4:00 p.m. (check-in & coffee: 8:30-9:00 a.m.)
Location: Foundation Center (Hurt Building Lobby)
Who is eligible to attend?: One staff or board member of nonprofit organizations that have
received a cash grant in the last seven years (2005-2011) or 2012 grantees of the Common Good
Funds, Metropolitan Atlanta Arts Fund, Atlanta AIDS Partnership Fund, Neighborhood Fund,
Local Funds and Grants to Green
Presenter: Pam Sugarman, Fundraising Consultant
Registration: Registration closed; maximum attendants reached.
Workshop Description
In this course, you'll learn to craft a fundraising plan that includes a healthy mix of resources—a
strategy that ensures long-term sustainability.
Benefits
 Adopt an asset-based approach to fundraising
 Determine your organization's optimal funding mix
 Develop an integrated plan to guide individual efforts
Topics
 Recognizing organizational assets that will attract prospective funders
 Selecting a mix of funding partners
 Setting a financial goal for diversity of funding and learning how to reach that amount
 Building a strategic fundraising calendar
Bonuses
 Applicable for six CFRETM International points
 Free copy of Securing Your Organization's Future (a $39.95 value)
 Templates for worksheets used in the course
About the Presenter
Pam Sugarman has been helping people build effective nonprofit organizations for the past 16
years. Pam is president of Sugarman Consulting, a firm that delivers strategy and governance
consulting to nonprofits and foundations. From 1994 until 2000, she served on the management
team at the Georgia Center for Nonprofits. There she developed and delivered information,
training and consulting programs to help thousands of nonprofits in Georgia achieve their
missions. The strategic planning, board development, and other services Pam offers through
Sugarman Consulting benefit mature, growing and early-stage organizations. A sample client list
includes: The Clean Air Campaign, Arthur M. Blank Family Foundation, Inner Harbour, Our
Family Table Foundation, and 100 Black Men of America. In addition, Pam has served on the
boards of directors of organizations such as Hands On Atlanta, the Nonprofit Management
Association, The American Jewish Committee, Atlanta Chapter, and Research Atlanta. Pam
received her BA from Wellesley College and MBA from Yale University.
Questions? Please contact us at NonprofitEffectiveness@cfgreateratlanta.org.
2012 Nonprofit Effectiveness Class Schedule
Building a Sustainable Nonprofit Organization
Date: Friday, December 14, 2012
Time: 9:00 a.m. – 4:00 p.m. (check-in & coffee: 8:30-9:00 a.m.)
Location: Foundation Center (Hurt Building Lobby)
Who is eligible to attend?: One staff or board member of nonprofit organizations that have
received a cash grant in the last seven years (2005-2011) or 2012 grantees of the Common Good
Funds, Metropolitan Atlanta Arts Fund, Atlanta AIDS Partnership Fund, Neighborhood Fund,
Local Funds and Grants to Green
Presenter: Pam Sugarman, Fundraising Consultant
Registration: Registration closes on Friday, December 7th or when maximum attendants is
reach (15 person cap)
To register, visit http://www.surveymonkey.com/s/SustainableNonprofitDec14
Workshop Description
Is your nonprofit built to last? On a limited budget, maintaining a healthy organization can be a
real challenge. This course focuses on strengthening your financial stability and monitoring how
well your organization aligns its resources with its mission.
LEARN TO:
 Recognize the main characteristics of a sustainable nonprofit organization
 Assess your nonprofit's financial health
 Strengthen your nonprofit's income portfolio
 Evaluate and improve your organization's competitive edge
BONUSES
 Applicable for six CFRETM International points
 Free copy of Wise Decision-Making in Uncertain Times: Using Nonprofit Resources
Effectively (a $39.95 value)
About the Presenter
Pam Sugarman has been helping people build effective nonprofit organizations for the past 16
years. Pam is president of Sugarman Consulting, a firm that delivers strategy and governance
consulting to nonprofits and foundations. From 1994 until 2000, she served on the management
team at the Georgia Center for Nonprofits. There she developed and delivered information,
training and consulting programs to help thousands of nonprofits in Georgia achieve their
missions. The strategic planning, board development, and other services Pam offers through
Sugarman Consulting benefit mature, growing and early-stage organizations. A sample client list
includes: The Clean Air Campaign, Arthur M. Blank Family Foundation, Inner Harbour, Our
Family Table Foundation, and 100 Black Men of America. In addition, Pam has served on the
boards of directors of organizations such as Hands On Atlanta, the Nonprofit Management
Association, The American Jewish Committee, Atlanta Chapter, and Research Atlanta. Pam
received her BA from Wellesley College and MBA from Yale University.
Questions? Please contact us at NonprofitEffectiveness@cfgreateratlanta.org.
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