Advanced Grant Portfolio Management - Boston, Mass. 2010

One of the greatest misconceptions in grantmaking is the notion that some forms of grantmaking are inherently strategic while others are non-strategic. The GrantmakingSchool redefines this traditional view by asserting that all grantmaking can be strategicthrough intentional and thoughtful engagement to achieve results.  Whether you manage a topic-based grant portfolio or guide responsive grants through your foundation, the potential of real impact should not be left to chance.

Advanced Grant Portfolio Management is an intensive two-day learning experience designed to help individual grantmakers and their foundationsdevelop or refine a strategic lens to grantmaking and leverage improvedprogram results and deeper foundation impact. Beginning with mapping the elements of a theory of change framework, you will use this as a guiding template to build and inform your grantmaking strategy. From there, you and your colleagues will move through a series of individual and group activities, allowing for both interactive and personal reflection throughout the session.

Key concepts include:

  • Building and working with a strategic change framework
  • The many ways foundation professionals can and should add value to their grantmaking
  • Grantmaker techniques and cautions in providing value and ensuring alignment
  • The role of strategic communications in ongoing strategy development
  • The role of evaluation in strategic grantmaking
  • Capacity building: principles, design, and relevance
  • Leadership core competencies needed for effective grantmaking


Three $300 scholarships are available to foundations and organizations that have under $250 million dollars in assets.

Scholarship recipients will be notified after the close of the registration deadline.

EPIPMember Discount**

Members of Emerging Practitioners in Philanthropy (EPIP) are elgibilefor a $250 discount for courses of The Grantmaking School. In order to receive the discount, you must be an EPIP dues-paying member in goodstanding. (Discount fee will be refunded upon verification of your dues paying status with EPIP)


Alumni of The Grantmaking School receive a $250 discount on tuition for this course.

**Please note the EPIP discount and the scholarship cannot becombined.

Registration and Tuition Due: Oct. 4, 2010

Cancellation with full refund (minus $50 processing fee): On or before Oct. 7, 2010

Cancellation with no refund available:
On or after Oct. 8, 2010

Forfeited tuition fees may qualify for application to future course offerings. Agenda subject to adjustment.

Name Sales End Price
Individual Ended $1295
TGS Alumni Ended $1045

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