Sharon Hathaway Forrest

1
Sharon Hathaway Forrest

• Employment Opportunity Presentation
• Demonstrated Competencies Skills
• Focus on Foundations

Selected Grants Solicitation Management
Activities November 2011
2
Overview

• Sharon has over 19 years of a wide-range of
  development experiences for corporations,
  universities, and non-profit organizations.
• During that time she has acquired research,
  writing, strategic planning, solicitation,
  management, and stewardship skills she applies to
  seeking and managing grants. Other specialized
  development skills such as high-profile
  international event and sponsorship management
  and European grant seeking, complement these
  fundamental skills.
• The slides that follow are selected experiences
  that highlight her particular capabilities when
  both seeking and managing grants from
  governments, corporations, and foundations.

3
Education related to Grants

• Foundation Center classes on International
  Foundations Corporate/Foundation Grant Seeking
• The Grantsmanship Center, Grant Proposal Writing
  Workshop
• Foundations Public Policy class, Georgetown
  University
• M.A. Organizational Leadership

4
Women in International Security

• September 2009 June 2011

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Development Consultant
Grant Focused Activities

• Strategic Development Planning
• Creation of Individually Crafted Opportunities
  Portfolio highlighting specific
  inter-organizational congruencies for corporate
  and foundation solicitations
• Proposal Review and Advice e.g., United States
  Institute of Peace, CSIS
• Sponsorship Proposal Review e.g., collaborative
  event proposal with INSA
• Board Engagement
• Utilization of Board Members Circles of
  Influence for Corporate Foundation
  Solicitations
• International Prospecting
• Creation of database of European Foundations with
  Peace and International Security Focus
• Marketing Survey of National European
  Organizations on womens leadership for WIIS
  Montreal Center

6
Regent University

• August 2007 June 2009

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Prospect Manager
Grant Focused Activities

• Prospect Research
• Support to Director of Corporate Foundation
  Relations
• Utilization of Grants Databases
• Foundation Search
• Foundation Center Online
• Other smaller, e.g., Grant Select
• Prospecting grants for
• Universitys special programs, e.g., National
  Security Summer School
• Targeted Solicitations
• Meeting Briefings with Foundation Executives

Prospecting for Success
Research, Data Mining, Predictive Modeling
More
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Prospect Manager
Grant Focused Activities

• Staff Engagement
• Mapping Circles of Influence
• Relationship Links to Foundations
• Trustee Circles
• Training for proactively assessing grant
  prospects
• Deans
• Academic Project Managers
• Development Staff
• Trustees
• Executives/Chancellor

9
Womens restoraion Foundation

• Volunteer March 2006 February 2008

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Development Consultant
Multi-sector Collaborative Efforts Leveraging
Grant Funds for Greater Impact

• White House Faith-Based Community Initiative
• Represented local congregation in Washington
  meetings
• Washington, DC NY City Introductions
• High-Profile Individuals e.g. Margaret Tyler,
  Gates Millennium Scholars Foundation
• USAID American Hospitals Abroad
• USAID Desk Officer for Liberia
• Academy for Educational Development
• Liberian Embassy
• Multi-sector Collaborative Fundraising
• Multi-sector Collaborative Proposal Development
• Sand , Filter Company, Coca-Cola, and Former
  Youth Soldiers
• Collaboration Meetings
• University, Corporate, Foundation, Faith-Based
  Representatives
• US Chamber of Commerce, Business Civic Leadership
  Center Washington New York CSR Meetings

11
Virginia Career Education Foundation

• March 2006 June 2007

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Development Consultant
Federal Grant Management US Department of
Education

• Events Coordinator for Commonwealth Scholars
• Virginia state rendition of State Scholars
  Initiative
• Sponsorship Paradigm for Launch Event with
  Governor Cabinet
• Solicitations of Corporations
• Presentation to Annual Meeting of Virginia
  Chambers of Commerce
• Federal Grant Management
• WICHE Summit for State Scholars Initiative
• Grant Proposal Workshop
• Sole Non-Director- Level Employee to Participate
• Administration of Budget for Launch Event
• Stewardship of Corporate Sponsors

13
Development Consultant
Corporate/Foundation Solicitations Board
Engagement

• Virginia Career Education Foundation
• Strategic Fundraising Plan
• Presentation to Board of Directors
• Concept and Presentation to Virginia Chamber of
  Commerce for state-wide Career Day
• Board Development
• Participation/Sponsorship from Directors
  Corporations

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Launch of the Commonwealth Scholars
InitiativeCorporate Engagement
Opportunitiesfor Your Organization
September 28, 2006 1100 AM
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Sponsorship Levelsfor the Launch
As a statewide business supporter, your
corporation leads the state in promoting the
initiative and providing substantial
financial support Cash or in-kind
Platinum - 25,000 Gold - 10,000 Silver -
5,000 Bronze - 2,500 Copper - 1,000
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Platinum - 25,000

• Recognition Benefits
• Product Category Exclusivity
• Organization logo as Auditorium and Luncheon
  Sponsor
• Logo on Card with Guest Gift (Lapel Pin)
• Sponsorship recognition on the following
  materials
• Logo on auditorium signage onstage
• Logo on event signage in entryway
• Logo website link on VCEFs webpage
• Logo tag on video archive of video conference
• Logo in program book with full page
  acknowledgment
• Name in media releases
• Name in VCEFs annual report
• Recognition at VCEFs annual business/education
  conference including program reference

• Participation Benefits
• Executive from Organization to make remarks at
  event and join Governor to present banners to
  school divisions on stage
• VIP Seating at the event
• Three Invitations for organization to VIP
  luncheon
• Limousine service to luncheon
• Executive to make toast at luncheon
• Opportunity to distribute organization give-aways
  and incentives for students at the event
• Career Awareness Discussions (Classroom
  presentations)
• Medallions, Lapel Pins
• Mentoring, Power Breakfasts
• Dress Shirts, T-Shirts
• Movie Tickets, Pizza Day
• Key Chains, Pens/Pencils
• Certificates, Seals

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Sponsorship Benefits Summary
Sponsor Benefits Platinum 25,000 Gold 10,000 Silver 5,000 Bronze 2,500 Copper 1,000

Recognition Benefits Recognition Benefits Recognition Benefits Recognition Benefits Recognition Benefits Recognition Benefits
Exclusivity Product Category Category
Venue Sponsor Auditorium VIP Luncheon Reception
Guest Gift Logo/Message in card with Lapel Pin
Event Signage Logo Logo Name Name
Website Logo Logo Logo Name Name
Archived Video Logo Logo Logo Name Name
Program Book Logo and Full Page Acknowledgment Logo with ½ Page Acknowledgment Logo with ¼ Page Acknowledgment Name Name
Media Releases Name Name Name Name Name
VCEF Annual Report Name Name Name Name Name
VCEF Conference Name Name Name Name Name
Participation Benefits Participation Benefits Participation Benefits Participation Benefits Participation Benefits Participation Benefits
Event Stage Recognition Onstage Remarks Onstage Presentation Onstage Acknowledgment Onstage Acknowledgment Onstage Acknowledgment
VIP Seating at Event Yes First Row Yes First Row Yes - Second Row Yes Second Row
Invitation to VIP Luncheon Three Tickets Two Tickets One Ticket
Company Giveaways Student Incentives Opportunity to Contribute Opportunity to Contribute Opportunity to Contribute Opportunity to Contribute Opportunity to Contribute
Ability to participate in these () benefits depends upon production/publication schedule. Ability to participate in these () benefits depends upon production/publication schedule. Ability to participate in these () benefits depends upon production/publication schedule. Ability to participate in these () benefits depends upon production/publication schedule. Ability to participate in these () benefits depends upon production/publication schedule. Ability to participate in these () benefits depends upon production/publication schedule.
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Physicians For Peace Foundation

• August 2004 July 2005

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Director, International Development
Oversight of Grant Activities

• Grant Solicitation Management
• Grants Management - 1st six months
• Creation of Database/Spreadsheet to Review
  Outstanding Grants
• Renewals and Revisions
• Stewardship of Existing Grant Relationships
• Ronald McDonald House Charities
• Westwind Foundation
• International Foundation
• Work with Program Managers/Directors to establish
  proposal priorities and scope of work
• Coordinating event invitation lists with
  executives from prospect foundations, e.g. UN
  event
• Oversight of Grants Manager 2nd six months
• Review status of grant proposals
• Edit and review proposals
• Prioritize grant solicitations

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Director, International Development
Corporate Sponsorship Activities

• Strategic Fundraising Strategy
• Created annual Gala event
• Introduction to and involvement of Jeffrey Sachs
  Millennium Villages
• President Clinton awardee in subsequent years
• Developed Sponsorship Paradigm/Corporate
  Solicitations incorporating Millennium
  Development Goals
• Corporate Grant/Sponsorship Solicitations
• Initiated Relationships through Chairmans Office
  of Major Corporations
• Example Abbott Laboratories, Director of Global
  Citizenship
• Example Oscar de la Renta
• Example Sumner Redstone, Viacom
• Created Solicitation Package for Corporate
  Sponsorship of BOT-led event
• Secured Presenting Sponsorship (5K) from local
  banking leader

21
Freddie Mac Foundation

• February 2003 September 2004

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Chief of Staff

• Introduction to Corporate Foundation Grant Making
• Grants Management
• (Community Relations Department)
• Participation in Cyber Grants Implementation and
  Training
• Document Retention Management (included Grants
  Office)
• Emergency Contingency Plan Readiness (included
  Grants Office)
• Organizational Environment (included Grants
  Office)
• Liaison between Executive Office and Grants
  Office
• Grantmaking (Assisted CEO COO)
• Helping Hand Emergency Fund FM assisted over 45
  non-profit organizations in 2004 with over 2M
• Washington Business Journal Award for Grantmaker
  with Largest Contribution in Washington, DC
  region 2004
• Numerous Other Organizational Awards
• 9/11 Fund Speech to victims/grant recipients on
  behalf of CEO

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Chief of Staff

• Grant Making Related Organizational Activities
• Human Resources Management
• Administrative Assistance Needs Review
• Led Administrative Assistants Committee
• Training for New Managers Corporate-wide
  Management Retreat with new CEO
• Training in Retention Management
• Foundation Operational Management
• Change Management (assist new COO inaugural and
  staff meetings)
• Chief of Staff attended Executive Meetings with
  four Directors
• Managers Committee Member (Assisted Director of
  Communications)
• CEOs Strategy Committee Member (Assisted
  Director of the Foundation)
• Developing Roles Responsibilities Job
  Descriptions
• Coordinating Department Employee Performance
  Reviews
• Strategic Financial Management (Spending/Investing
  Endowment) assist COO
• Planning/Budgeting assist COO
• Reporting to CEO and Freddie Mac corporation
  assist COO
• Benchmarking with other Foundations (research and
  reporting)

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Chief of Staff
Major Grant Making Achievements

• Initiated Grantmaking in COS Capacity
• Presented to Funded by the Foundation Executive
  Office
• Inter-Departmental Corporate Sponsorship
  Initiative Herndon Housing Festival
• Do Something to open Washington Office (100K)
• Grant Funded Research e.g., Johns Hopkins The
  Impact of Homeownership on the Outcomes of
  Children (50K for two years)
• Board Relations
• Sarbanes-Oxley Briefing Book on the application
  of SO to non-profit organizations

25
PA Consulting Group

• October 2000 September 2001

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Home Office Coordinator
USAID Development Banks Grant Focused Activities

• Subcontract Administration
• Federal Acquisition Regulations (FAR) Training
• Contracts/Subcontracts Training
• World Bank Systems Training
• Modification Agreements
• Sustainable Tourism
• Educational Exchange
• Infrastructure Development Energy, Water
• Home Office Administration
• Budget and Expense Reports
• Executive Presentations for Foreign Governments
• Proposal Preparation
• Report/Communications Development
• Proposed Newsletter for Global Development
  Projects
• Presentation to Senior Executive Staff
• Approved and Funded by CEO
• Presentations to invite participation by Staff
• Survey of Staff in Global Foreign Offices

27
Model OAS Foundation

• Volunteer 1992 1997
• Contract Employee 1997 -1998

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Director of Development MOAS Foundation
Grant Focused Activities

• Introduction to Grantseeking Prospecting
• Developed a list of prospective donors with a
  focus on corporate sponsorship
• Fundraising Solicitations
• Coca-Cola 25,000 for International MOAS in
  Buenos Aires, Argentina
• Inter-American Development Bank Working Group on
  Youth Development
• Proposal Development
• Proposal for Televised, Multi-site Live and
  Interactive MOAS
• Approved for solicitation by the Director of
  External Relations and the Secretary General

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ACADEMIC Research Pursuits

• Prospective Ph.D. Organizational Leadership

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The Role of Foundations in Public Policy

• Research Committee Member, Nonprofit Resources
  for Children and Youth in the Washington, D.C.,
  Metropolitan Region, An Urban Institute Study,
  April 2004. Available at www.urban.org.
• Chair and Discussant of NGOs and Aid Policies
  in Porto, Portugal, August 17-20, 2011 at WISC
  Third Global International Studies Conference on
  World Crisis Revolution or Evolution in the
  International Community?
• Participant in first ever meeting of NGOs of
  ECOSOC affiliation with Member States at the
  United Nations
• Participant in 7th Annual UN Summit on
  Reinventing Government, Vienna, Austria, June
  2007.