Day One
8:30 Continental Breakfast
FACULTY
9:00 Being Grounded in Philanthropy SUZANNA STRIBLING
 Introduction
 Definition and types of grantmaking entities
 The size and scope of philanthropy
 Critical events in organized philanthropy
 The role of philanthropy in society
10:00 Navigating Legal and Ethical Issues
 Definitions
 Six basic rules for foundations
Wilbur and Hilda
Glenn Family Foundation
ERIK JOHNSON
Woodruff Foundation
 Decision making when there are no clear rules
12:00 Lunch – SECF Happenings
1:00 Making Sound Funding Recommendations
 Overview of the grantmaking process o Grant guidelines o Proposal gathering o Preliminary review and first cut o Full review o Grant recommendation decisions
3:00 Break
3:15 Reading nonprofit financial statements
MEGHAN
PIERTRANTONIO
SunTrust Bank,
Foundations &
Endowments
4:00 Communicating Funding Decisions and Recommendations
 Review of the grantmaking process
 Considering the perspective of board members and grantseekers
KRISTINA MORRIS
For Greater Atlanta
 Presenting your recommendation to the board
 Communicating yes/no to grantseekers
5:30 Dinner on your own
SARAH TABLAN
Woodruff Foundation
- over -

Day Two
8:30 Continental Breakfast
FACULTY
9:00 Managing Your Grants Portfolio DONOVAN LEE-SIN
Arthur M. Blank
Family Foundation
 Review of the grantmaking process
 Establishing grant agreements
 Monitoring grants: reporting and site visits
 Evaluating grants
 Closing grants
11:30 Catered Lunch – Hot Topics in Philanthropy
1:00 Maximizing Grant Impact
 The need for adjunct strategies
 Review of common adjunct strategies
 Exploring adjunct strategies for your foundation
2:30 Break
2:45 Strategies for Professional Excellence and Personal
Satisfaction
 Reflect on your situation, skills, and strategies for professional effectiveness, and personal satisfaction
 Manage inherent tensions of the grantmaker role
 Stay well-informed on emerging knowledge and practices of, and resources in, the field
 Be an engaged, content, and effective practitioner long term
3:45 Evaluation and Wrap-up
4:00 Adjourn
LITA PARDI
Community Foundation
For Greater Atlanta
LISA MEDELLIN
Healthcare Georgia
Foundation
DWAYNE MARSHALL
SECF