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Philanthropy 101: Three Session Series

November 15th, 2019
9:00AM to 4:00PM
Grantmaker, Philanthropic Advisor
Event type:
Best practices
Member fee:
Base fee:
Philanthropy 101 is a three-session series that helps all staff new to philanthropy better understand and work within the sector. Developed by the Dorothy A. Johnson Center for Philanthropy's Grantmaking School team and Philanthropy New York and presented by Philanthropy Massachusetts for the first time last year, this interactive course will provide an introduction to the field of philanthropy, helping participants to become more effective in their role as a funder.
Philanthropy 101 will begin on Friday, October 4th and run every third Friday, ending November 15th. This series is relevant to staff in any position at a grantmaking organization. The series is a cohort-based series with each session building off the prior one, and participants are expected to commit to attending all three sessions.
To extend the impact of those who benefit, this series is in partnership with Grantmakers Council of Rhode Island (GCRI) and the Maine Philanthropy Center (MPC) and presented in Massachusetts.
Designed For:
Anyone who has joined the philanthropic sector within the last 1 to 2 years or is interested in a refresher; open to the entire range of disciplines within the field, e.g., Assistant to the President, Program Officer, Chief Financial Officer, Controller, Human Services Director, Trustee, Program Assistant, among others.
Pricing for Three-Session Series:
Members of Philanthropy MA, GCRI or MPC: $200
Non-members: $300
More than 1 member: $160
Both a light breakfast and lunch are included in the cost of registration.
Discount Information: 

A 20% discount applies to each registration if more than one individual signs up from an organization. Please email info@philanthropyma.org if more than one individual from your organization plans to attend and we will send you a discounted invoice. In that email please include the names and email addresses of all attendees, your organization, and your preferred method of payment (PayPal or Check) and we will take care of registration.

Members of GCRI and MPC are eligible for our Philanthropy MA member rate of $200, in addition to the 20% discount for more than one individual from an organization. Our system is not ideally set up to discount members outside of Philanthropy MA's network, so please also email info@philanthropyma.org with the names and email addresses of all attendees, your organization, which network you are in (GCRI or MPC), and your preferred method of payment (PayPal or Check) and we will take care of registration.

Please email info@philanthropyma.org with any questions. 

2019 Sessions

Session 1 – Overview – The Field of Philanthropy and Structures
Module One: Basics – Roles/Types/Structures and PSO Infrastructure
Module Two: Fundamentals of Grantmaking

Friday, October 4, 2019, 9:00am-4:00pm

Location: Blue Cross Blue Shield MA Foundation (101 Huntington Ave, 12th Floor Conference Center, Boston, MA 02199)


Module One: Mary Phillips, President, GMA Foundations and Jeff Poulos, CEO, Philanthropy Massachusetts

Module Two: Michael Devlin, Director of Grants and Initiatives, Harvard Pilgrim Health Care Foundation & Jennie Segel, Director of Strategic Initiatives, Fish Family Foundation

Session 2 – You’re a Funder – The How Tos
Module Three: Governance and Legal Issues  
Module Four: Debates and Discourse in Philanthropy

Friday, October 25, 2019, 9:00am-4:00pm

Location: The Nonprofit Center (89 South St, Boston, MA 02111, East Conference Room)


Module Three: Miki Akimoto, Managing Director and Senior Philanthropic Strategist, Bank of America Private Bank & Gioia Perugini, Associate Director, Family Office and Philanthropy Services, Hemenway & Barnes

Module Four: Carole Lavoie-Schuster, VP for Grants and Services, Essex County Community Foundation; Lisa Spalding, Partner, TPI; Jean Whitney, Philanthropic Advisor

Session 3 – The YOU in Philanthropy
Module Five: Implicit Bias
Module Six: Power

Friday, November 15, 2019, 9:00am-4:00pm

Location: Federal Reserve Bank of Boston (600 Atlantic Ave, Boston, MA 02210)


Module Five: Shani A. Dowd, B.A., LCSW

Module Six: Grace Chiang Nicolette, VP, Programming and External Relations, Center for Effective Philanthropy (CEP) and Alex McCray, Senior Director of Programs, Philanthropy Massachusetts


Registration type: 
Normal registration

Philanthropy MA Policies

Coronavirus Precautions and Guidelines: As information about the novel Coronavirus COVID-19 continues to develop, Philanthropy MA is being proactiive in following the recommendations for personal vigilance to ensure minimal contact with potentially ill individuals, based on health and safety guidelines established by public health officials as well as implementing procedures for in-person program/convening support.  Please click here for the guidelines. 

Refunds: When an event or program requires payment, payment is required in advance unless alternative arrangements have been made with an Philanthropy MA staff member. If payment has not been received and/or arrangements have not been made three or more business days before the event date, Philanthropy MA reserves the right to cancel your unpaid reservation. Philanthropy MA does not provide refunds, but a credit good for one year may be issued for future events if notice of nonattendance is received three or more business days prior to the event. If you need to cancel your event registration, please email Philanthropy MA staff at info@philanthropyma.org.

No Solicitations: Philanthropy MA values knowledge sharing – connecting people with each other and with information. We strive to create a welcoming, collegial atmosphere at all of our events. We kindly ask program participants to refrain from soliciting other participants for business or grants while at events hosted by us, regardless of venue. 

Accessibility: To inquire about accessibility of our programs, please email info@philanthropyma.org.

Media: Photographs and/or video may be taken at this event to support Philanthropy MA's efforts to educate and inform the community on the role of philanthropy, in marketing materials, on our website and through social media. If you prefer your image not to be used please notify us at the event. Thank you.

Going Green: In our continued efforts to Go Green in the office, our first step is providing a water station in our conference room for use at our programs, replacing bottled water. You may use your own personal beverage container or cups will be made available. Thank you for your understanding and cooperation.

133 Federal Street, Suite 802 | Boston, MA 02110
Phone: 617.426.2606
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