Education Workshop: Funders Panel

The Funders Perspective: An Inside Scoop!

Institutional grants are getting harder to secure as funders establish rigorous guidelines with clear funding metrics, as building good working relationships with funders is also becoming more difficult.

During the panel discussion, we will explore trends in philanthropy including the expectations of grant-makers and the importance of maintaining the integrity of program delivery. We will discuss how to work effectively with funders during all stages of the grant-making cycle, discussing hot topics including collaborative partnerships, data-driven measures, and sharing key metrics used by grantmakers.

Finally, the panel will field questions on the do’s and don’ts of grant applications, grant funding and the expectations of grant recipients during the funding cycle.

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Our Presenters:

Joan Panagos – Panelist, Co-Chair of the Grant Committee at Near & Far Aid Association

Joan joined the board of Near & Far Aid in 2009. Near & Far Aid is a Fairfield-based fundraising and fund granting organization whose mission is alleviating the causes and effects of poverty in Fairfield County.  She served as Vice President from 2013-2015 and President from 2015-2017.  Since 2017, she has served as the Co-Chair of the Grant Committee.

In addition, Joan serves as the Board Chair at the Unquowa School in Fairfield (a pre-K to 8 independent day school) since 2015.

Joan is also the Co-President of the Save the Children Fairfield County Leadership Council – a volunteer fundraising organization that supports the mission of Save the Children.

Joan received a BA in Biology from the University of Bridgeport and began her career as a chemist before moving on to executive international sales and marketing positions for a division of Thermo Electron.  In the 1990s, she joined the technical division of America Online which merged to become UUNet (the internet service provider division of WorldCom).  She managed the national reseller sales organization.

Lauren Patterson – Panelist, President & CEO of New Canaan Community Foundation

Lauren Patterson joined the New Canaan Community Foundation as President & CEO in October 2016. She has worked in community philanthropy for nearly fifteen years, and is passionate about helping families and businesses meet their charitable goals.

Prior to joining NCCF, Lauren served as Director of Programs at Washington Area Women’s Foundation where she led the foundation’s grantmaking, advocacy, and research, which focused on the economic security of women and girls. Previously, she managed grantmaking and donor engagement at The Community Foundation for Montgomery County, an affiliate of The Community Foundation for the National Capital Region.

Lauren has worked with or served on many coalitions, cross-sector efforts, and funders collaboratives, including the Early Care & Education Funders Collaborative, the Greater Washington Workforce Development Collaborative, and the Ascend Network of the Aspen Institute. She currently serves on the Board of the Connecticut Council for Philanthropy.

Betty Sugerman Weintraub – Panelist, Grant Program Manager at Connecticut Health & Educational Facilities Authority (CHEFA)

Ms. Sugerman Weintraub has over 25 years of private philanthropic, nonprofit management, community organizing, and banking community development experience.  As the Grant Program Manager at CHEFA, and previously as Associate Director of the Liberty Bank Foundation and Campaign Associate with the United Way (Hartford area), she has deep contacts and relationships with nonprofit groups and foundations throughout Connecticut.  Her experience successfully implementing public-private partnerships focused on addressing systemic issues in the fields of workforce, college/career readiness, affordable housing, parent engagement, among others, provides her with the skills necessary to support strategic grantmaking.  She is the Chair of the CT Council for Philanthropy Workforce Affinity Group, sits on the statewide Advisory Boards of the Working Cities Challenge, 2Generation Legislation, and the Campaign for Working CT, she also sits as a member of the CT Council for Philanthropy’s Early Childhood Funders Collaborative.  She has a Bachelor of Science in Speech Degree from Emerson College, where she graduated Magna Cum Laude.

Karen Galbo – Panelist, VP Foundations and Community Relations, Executive Director at Peoples United Community Foundation

Karen Galbo serves as Vice President of Foundations and Community Relations and Executive Director of Peoples United Community Foundation. She is responsible for developing, implementing, and managing all aspects of the strategies and programs for the People’s United Community Foundation and People’s United Bank Corporate Community Relations initiatives. The Foundation awards and disburses more than $3.8 million annually in charitable contributions. Karen’s department oversees bank-wide community outreach programs, including Employee Volunteerism, Financial Education, and Senior Crime Prevention programs throughout the communities the bank serves.

 

Thank you to Our Sponsor:

Danosky & Associates is an action-oriented, results-driven consulting firm that builds nonprofit capacity, applied through an equity lens with innovative strategies for an ever-emerging future.

Our Vision: Every nonprofit will have the capacity to make the world a better place.

Our Mission: We provide nonprofits the guidance, support and tools necessary to build a better world.

Founded in 2008, we have been working with hundreds of nonprofit organizations, community foundations and membership organizations to strengthen their governance, develop sustainable fundraising programs, set strategic direction and build a solid financial base across all sectors of the industry.  Our consultants have a vast array of skills and experience:

• Sharon Danosky has over 40 years’ experience working as a seasoned development professional, strategist and governance consultant. She is a BoardSource Certified Consultant and has led numerous strategic planning initiatives and capital campaigns.
• Matthew Krumholtz is a recognized leader in translating solutions across complex systems and has extensive experience in securing philanthropic funding to develop innovative partnerships and place-based initiatives.
• Susan Rosati brings financial analytics and scenario planning to the budgeting process. Along with her financial reporting expertise and ability to assess risk, she helps organizations build a strong financial foundation upon which to build.

Details

Date: Thursday, January 14, 2021, 1:00 PM – 2:00 PM
Location: Online

Workshop Fee
AFP MEMBERS – FREE
FUTURE MEMBERS & GUESTS OF AFP Member – $25

REGISTER HERE

 

CFRE Credits:

You earn 1 CFRE credit toward certification for this event.
For more information about CFRE certification, please visit https://www.cfre.org/certification/