Funding Recommendations and Legal Issues | Session 2 - Grantmakers' Fundamentals Series

This program is at capacity and is no longer accepting registrations. Please add your name to the waitlist, and we will contact you if space opens up.

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All grantmakers are invited to participate in the Grantmakers’ Fundamentals Series, a four-part professional development series taught by our region's experienced practitioners, presented by Maryland Philanthropy Network. 

Funding Recommendations and Due Diligence 

Participants learn the art of grantmaking, balancing organizational values and goals, trustees’ interests, applicant relationships and best practices in due diligence to better review and recommend grant proposals. 

We will cover: 

• Unconscious bias in your proposal review process 
• How to determine a proposal’s relevance and fit for your foundation culture 
• Best practices in presenting recommendations to the board 
• Communicating with grantseekers and grantees as partners 
• Considerations around valuable site visits 

Legal and Ethical Issues 

Participants are introduced to key legal and ethical issues in grantmaking through scenarios. 

We will cover: 

• The basic rules of expenditure responsibility 
• Definition and how to avoid self-dealing 
• The role of conflicts of interest policies 
• Strategies for managing common ethical challenges 

Who Should Attend 

• Trustees, staff, and executive directors of foundations, giving circles and corporate giving programs who want to expand their grantmaking skills, deepen their understanding of philanthropy and learn from their colleagues 

• Individuals who are exploring how to organize significant charitable giving   

• Beginning grantmakers will appreciate the workshop's efficient overview of all aspects of grantmaking 

• Intermediate grantmakers will appreciate the time to reflect on, refine and refresh their grantmaking fundamentals 

This is part of a four-part workshop series. Click here to view the entire series, and click here to view the series agenda.

Multi-session Discount 

A discount of 25% off will be applied to the cart when you register for all four sessions in the series at the same time. No code needed. 

• $300 for MPN and PSO members 

• $435 for non-member grantmakers 

Please note: You will need an account to register for this event. To create one, click here. Total attendance will be limited to 25 registrants; Maryland Philanthropy Network reserves the right to cancel the event if fewer than five grantmakers register (fees would be reimbursed).   

This workshop is adapted from Essential Skills and Strategies for New Grantmakers, co-developed by the Council on Foundations and the United Philanthropy Forum. All participants will receive a set of helpful reference materials.