Grantmaking 201

Tuesday, September 26, 2017 - 10:00am to Wednesday, September 27, 2017 - 3:00pm EDT
Barnes and Thornburg, 11 South Meridian Street, Indianapolis, IN 46204
Members: $175.00
Non-Members: $250.00
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Join us in Indianapolis for Grantmaking 201, developed from national resources and specifically tailored for Indiana foundations.

Giving and managing grants can be a learn-as-you-go experience. While an instruction manual for effective philanthropy has yet to be written, this two-day Grantmaking 201 workshop provides individuals responsible for grant funding decisions with the tools and resources to increase the effectiveness of their grants. Building upon the success of IPA’s 2016 Grantmaking 101 workshop, Grantmaking 201 will outline specific strategies to help refine the purpose of your giving, skills to enhance the practice of your giving, and peer-advice to develop relationships to maximize the impact of your giving.

Learning Objectives:

  • The Purpose of Philanthropy: You will discuss and learn of issues and emerging trends which are shaping philanthropy such as strategic grantmaking and impact investing.
  • The Practice of Philanthropy: Participants and faculty will share effective grant management processes: developing and communicating grant criteria, accepting and reviewing applications, conducting site visits, communicating funding decisions, and measuring grant effectiveness.
  • The People of Philanthropy: Through peer learning discussions, you will gain experience in developing and managing relationships with internal stakeholders (e.g. grant committees) external stakeholders (e.g. grantees).

Resources Provided:

  • Participant manual with resources that help address philanthropy challenges
  • Peer-learning networks that will continue past the program


Sara Beggs, Intentional Philanthropy
Crystal Gunther, Community Foundation of Southern Indiana
Julie Koegel, Philanthropic Consultant
Tony Macklin, Philanthropic Consultant
Marcy Minton, Community Foundation of Muncie and Delaware County
Jenna Wachtmann, Ball Brothers Foundation
Others TBA


  • Foundation staff and volunteers (grant committees, trustees) responsible for making grant decisions and managing grants
  • Families and philanthropists with foundations and donor-advised funds

Space is limited! This program is limited to 25 corporate, community, and private/family foundation grantmakers to be in attendance over the 2-day period, with preference given to participants from IPA’s Grantmaking 101 course.

Experience Level: The Grantmaking 201 curriculum is a comprehensive program specifically designed for grantmakers with 1-5 years of experience. Designed by professionals and delivered by practitioners, it is an excellent orientation for new foundation staff. Because it is an interactive program, it is also an excellent update for foundation personnel who would like to increase their professional networks, redesign their grant processes, or develop new grant strategies to increase the impact of their grants.

Please note: The Grantmaking 201 curriculum has been created as a follow-up to IPA’s Grantmaking 101 course; however, Grantmaking 201 participants are not required to have attended Grantmaking 101.


You must be logged into the website to register. If you do not have an existing account, please contact Marilee Steckler by email or call (317) 630-5200 Ext. 119. Cost to register is shown below:

  • IPA Members: $175
  • Non-Members: $250

If you have questions, please contact Marie Beason at (317) 630-5200 Ext. 115.


DAY 1, September 26

10:00 a.m. | People of Philanthropy

  • Tips for communicating with internal and external stakeholders
  • Tips for communicating with external stakeholders

12:45 p.m. | Lunch

1:00 p.m. | Practice of Philanthropy

  • Altering Grant Criteria: Communicating Purpose, Priorities, Strategies
  • Accepting and Reviewing Proposals
  • Reviewing NPO Financials

4:30 p.m. | Roundtable with Senior Program Officers

5:30 p.m. | Reception (Dinner on your own)

DAY 2, September 27

8:30 a.m. | Purpose of Philanthropy

  • Strategic Grantmaking to Fit Your Foundation’s Culture
  • Impact Investing

12:00 p.m. | Lunch with Legislators

  • Grantmaking 201 participants will join IPA’s Central Region Legislative Luncheon

1:30 p.m. | Practice of Philanthropy

  • Managing the Grant Process and Grant Software
  • Measuring Success
  • Taking a New Look at Your Grant Processes


3:00 p.m. | Program Concludes

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