Grantmaking Fundamentals: Grantmaking 101

Friday, March 06, 2020
8:30 am - 2:30 pm

New to Grantmaking? Need a refresher? This is the workshop for you!

In Grantmaking 101, you will learn about:

  • the legal and governance requirements to staying legal as a foundation
  • how evaluation and outcomes are key to the success for your nonprofit partners
  • the due diligence it takes to be a successful grant decision-maker.

This interactive workshop is packed with great information, excellent presentations and thought-provoking activities that will keep you on your toes while learning all about philanthropy and your role as a grantmaker..

This workshop is the first of our Grantmaking Fundamentals series. Grantmaking 101 sets the stage for our Grantmaking 102 (May 1, 2020), which features training about nonprofit financials and how to take a deeper dive into the numbers.

Speaker Information:

Kate Kilberg: As an attorney with 18 years’ experience, Kate’s practice focuses on non-profit and tax-exempt organizations, social enterprise and impact investing, philanthropy, and complex estate planning and administration. She has extensive experience representing tax-exempt organizations, both large and small, including public charities, private foundations, community foundations, and social welfare organizations. 

Kimberly Pray With an advanced degree in taxation and an interdisciplinary background in law, business, and non-profits, Kimberly’s practice includes taxation, estate planning, trust and estate administration, as well as advising businesses, tax-exempt organizations, and social enterprises.

Chari Smith, professional evaluator, founded Evaluation into Action, located in Portland, Oregon, to help nonprofit professionals create realistic and meaningful program evaluation processes. She has taught several workshops and is a member of the American Evaluation Association (AEA), and is writing a book on nonprofit program evaluation to be released by Bold and Bright Media in 2020.

Jody Marshall joined Meyer in 2014 and is currently in Meyer’s Housing Opportunities portfolio. An experienced supporter and volunteer at Oregon Children’s Foundation (SMART), Jody serves as chair of its associate board and as a member of its governing board. Jody also serves as Vice Chair of the Pacific Northwest Chapter of Peak Grantmaking, a national member-led organization of, by, and for grantmakers. formerly known as Grant Managers Network.

Date Friday, March 6, 2020
Time 8:30 a.m. – 2:30 p.m.
Place NW Health Foundation: 221 NW 2nd Avenue, Portland, OR 97209

Members: $125; Non-Members: $160



Members must be logged in to register. Log in here, or by clicking “For Members” in the navigation bar above. If you have not set up a username and password, you can do so at gosw.org/membership-registration

Our programs are open to anyone who meets our membership criteria. If you are not currently a member but you qualify and would like to attend, please contact us at info@gosw.org for registration assistance.

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