2018 Convening


Thank You To Everyone Who Attended!

This year, the Convening focused on fundraising for grassroots groups. Topics included donor advised funds, how to write a stand-out proposal, and creating effective budgets that work for your organization. 

If you were unable to attend but want more information, download the resources and handouts that were given at the Convening below.


Other Useful Links

  • www.independentsector.org – Membership organization for all nonprofits, including foundations. Includes lots of great resources for budgeting and staying updated on trends and changes in the nonprofit world.
  • https://www.insidephilanthropy.com – A regular online publication that tracks trends and changes in philanthropy, with a progressive slant.
  • www.nonprofitaf.com – Weekly blog by Vu Le that takes on many aspects of nonprofit work, such as fundraising. In a funny yet perceptive manner, Vu’s blog will lift your spirits and give you a sense that others are going through your same nonprofit challenges.


2018 Annual Grassroots Grantee Convening

Thursday, November 15th
First Unitarian Church, Oakland, CA

8:45am – 9:30am                            Registration and Breakfast

9:30am – 9:45am                            Opening, Introductions & Overview

9:45am – 11:15am                          Meet the Money: Reality Grantmaking Panel
                                                        Facilitated by Tim Little, Rose Foundation

Douglas Bevington, The Leonardo DiCaprio Foundation)
Jake Mogan, The 11th Hour Project)
Pamela Allen, Lisa & Douglas Goldman Fund)

11:15am – 11:30am                        BREAK

11:30am – 12:30pm                        A Map to the Money: How to Find Grants for Grassroots Groups
                                                        Presented by Laura Bergman, Foundation Center

12:30pm – 1:30pm                          LUNCH

1:30pm-2:45pm                             Afternoon Breakout #1

Track A Track B
Where’s the Money Hiding? How to find and approach the fastest-growing sector in philanthropy – Donor Advised Funds

Presented by Francisco Martinez, Bank of the West

Connecting to the Money: Writing Like Your Grant Depended On It (Part 1)

Presented by Dalya Massachi, Writing to Make A Difference

2:45pm – 3:00pm                            BREAK

3:00pm – 4:15pm                          Afternoon Breakout #2

Track A Track B
Connecting Money and Purpose: How to make the budgets and financials work for YOU

Presented by Cathy Lerza (Cal Wildlands) and Megan Mubaraki (Rose Foundation)

Connecting to the Money: Writing Like Your Grant Depended On It (Part 2)

Presented by Dalya Massachi, Writing to Make A Difference

4:15pm – 4:45pm                             Evaluations and Closing Circle

4:45pm – 5:30pm                             Networking Reception

5:30pm                                             Convening Ends


Click here to view the 2018 Convening Report.

Every year, the California Environmental Grassroots Fund and California Wildlands Grassroots Fund host a FREE, day-long capacity-building convening.

This convening is open to ALL current and past grantees of the California Environmental Grassroots Fund and the California Wildlands Grassroots Fund, as well as current Rose Foundation Fiscally Sponsored Projects.

If you are traveling more than 50 miles one-way to Oakland, you are also eligible for a travel scholarship!

If you are planning on driving a car to the Convening, we strongly encourage you to carpool in order to offset carbon emissions. To coordinate carpools to the Convening, click here.

El evento será traducido simultáneamente de inglés al español. Todas las hojas informativas, y otros materiales también serán traducidos. Por favor no dude en contactarnos si tiene preguntas o dudas, o si necesite ayuda para registrarse.

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