IGS16 ReferenceToolKit Web 04.05

WELCOME!

ThankyouforyourinterestintheInternationalGrantmakingSymposium(IGS)takingplaceinNewYorkCityonJune15-16,2016.

Weknowthatchoosingtheappropriateprofessionaldevelopmentopportunitiescanbedifficult.However,therealchallengeisoftengettingtheapprovaltoparticipateintheseevents!Wehavedevelopedtheparticipant‘ReferenceToolkit’toassistyouinshowingyourorganizationhowyourattendanceintheIGSwillbenefityou,whilealsohelpingtoincreaseyourorganization’simpact,andestablishmeaningfulconnectionswithinyourfield.

ItisourgoaltoprovideyouwiththeresourcesthatwillhelpyoubestpresentthebenefitsofattendingtheIGStoyoursupervisor(s)andgarnertheirsupportforyourparticipation.

InthisParticipantToolkit,youwillfind:

• Generaltips• Expenseworksheet• LetterofSupport

• Whyattend?–QuickReferenceSheet• FAQs

JoinusandreapthebenefitsofbeinginthecompanyofspeakersandparticipantsrepresentingprominentdomesticandinternationalinstitutionsthatcometogetherinaneventofhigheducationalstandardhigheducationalstandardandpracticalapplicationsupportedbytheUnitedNationsDevelopmentProgramme(UNDP),whilegainingsignificantinsightsoncomplianceandbestpracticesderivedfromcloseto25yearsofexperienceofAmerica’sleadingglobalgrantmakingorganization.

SeeyouinNYC!

GENERAL TIPS Here are a few points to consider in developing the case for your participation and justifying the symposium related expenses:

! Identifythespecificskillsandknowledgeyouareexpectingtogain

! Determinehowtheseskillsandknowledgewillbenefityourorganization

! Highlightthenetworkingopportunitiesbyprovidinginformationaboutthespeakersandtheorganizationstheyrepresent,whilealsopointingoutotherleadersinthefieldthatwillbeinvolvedasparticipants

! Offertosharetheconferencehandoutswithyourcolleagues;asaparticipantyouwillreceivevarioushandoutsandtemplatesthatcanbeausefulresourcesupportingyourwork

! PrepareastrategyonhowyouareplanningtousetheIGStobuildmeaningfulconnectionsthatcouldhelpincreaseyourorganization’simpactandvisibility

! Beproactiveinreorganizingyourtasksandschedulesothatyourabsencefromtheofficewillhaveaminimalimpactonyourorganization;seekacolleague’shelpinsteppinginwhileyouareaway

! Suggestdeliveringashortpresentationuponyourreturntosharewhatyouhavelearnedwithyourcolleagues

! SeetheRegistrationFeesectiontofindoutwhetheryoucouldbenefitfromadiscountedparticipationfee!Also,checktheFAQforinformationonpartneringhotels

EXPENSE WORKSHEET Use this Expense Worksheet to help you prepare an overall estimate for attending the IGS:

EXPENSE COST NOTES

RegistrationFee $ UsetheEarlyBirdRatediscount!Deadline:April30,2016

NetworkingReception

$0 Freeofcharge.Remembertosignupinadvance!

SymposiumMaterials $0 Providedatnoadditionalcharge Hotel $ Checkoutourwebsitetofindmore

informationontheIGSpartnerhotel.Wehavenegotiatedasymposiumdiscountforattendees.

Flight $ LaGuardiaAirportorJohnF.Kennedy

InternationalAirport(JFK) Transportation $ Besuretoincludetraveltoandfromthe

airportand/orparkingfeesifrentingacar Mileage $ Ifrentingacar,seeIRSguidelinesto

discoverthe2016mileagerate FoodPerDiem $ RememberthattheIGSregistrationfee

coverslunch,networkingbreakswithrefreshmentsandlightsnackson06/15and06/16.Youarealsoinvitedtojoinusforaneveningreceptionon06/15.

EstimatedTOTAL $

SUPPORT LETTER This ‘support letter’ can help you present the benefits of participating in the IGS to your supervisor. This general template is a good place to start; however, we recommend that you customize it to be

relevant to your organization’s specific needs.

Dear<INSERTNAME>,

IwouldliketobringtoyourattentionaneducationaleventthatIbelievewouldgreatlybenefitmyprofessionaldevelopmentandourorganizationalike,andthusIwouldliketosignupforitasanattendee.TheInternationalGrantmakingSymposium(IGS)presentedbyCAFAmericaandUNDPwilltakeplaceonJune15-16,2016inNewYork.

TheIGS(www.igsymposium.org)isfocusingontopicsthataredirectlyrelevanttomywork,anditsthreeangled-approachaimingtoprovideinspirationandeducation,whilehighlightingapplicationreinforcesmytrustthatIwillgainvaluableknowledgeandexperiencefromparticipatingintheevent.

Thecurriculumaddressesseveraltopicsthatarerelatedtoourdailywork,suchas<INSERTYOURPRIMARYROLEHERE>andprovidevaluableinformationonhowto<INSERTBENEFITSTOYOUANDYOURORGANIZATION>.Seehttp://igsymposium.org/forScheduleat-a-GlanceandDetailedCurriculum.

Adiscountof$250/participantisofferedforEarlyBirdregistration(April30,2016)!Thisfeeincludesadmissiontoallsessions,handoutsandsymposiummaterials,refreshmentsandcoffee,lunchonthepremisesandentrancetotheThursdayeveningreception.Seebelowthebreakdownofparticipationcost:

Airfare:<$AMOUNT>Hotel:<$AMOUNT>Transportation:<$AMOUNT>Meals:<$AMOUNT>DiscountedRegistrationFee:<$AMOUNT>ThetotalcostofattendingtheIGS:<$TOTAL>Theopportunitytolearnandmakemeaningfulconnections,whilealsobenefitingfromworkingwithinaselectgroupofleadersandpeerswithremarkableexpertisein<INSERTRELEVANTFIELD/TOPIC>warrantsmyattendanceattheIGSasasmartuseofresourcesthatwillyieldrichdividendsfor<INSERTNAMEOFORGANIZATION>.

Thankyouforyourconsideration,

<INSERTNAME>

WHY ATTEND? QUICK REFERENCE SHEET

Aseriesofthought-provokingpresentations,inspiringpaneldiscussions,andhands-onapplicationsessionswillprovideparticipantswithanin-depthunderstandingofinternationalgrantmaking,whilealsoconsideringitscriticalroleinshapingsociety.ThesecondannualIGSwillexplorethekeyroleofinternationalgrantmakinginachievingglobalprogresswithintheframeworkofthenewSustainableDevelopmentGoals(SDGs).Specifictopicsrangefrom:thebestpracticesofinternationalgrantmaking,towhattoolstouseinimpactmeasurement,andhowtogivetochallengingmarkets.

TheIGSwilloffertheopportunitytolearnfromeachotherandmakemeaningfulconnections,astheadvantagesofapracticalapproachwillbeenhancedbythebenefitsofworkingwithinaselectgroupofpeerswithremarkableexpertiseintheirrespectivefields.

Toroundupthesymposium,attendeeshavetheopportunitytoparticipateinaguidedtouroftheUNHeadquartersandlearnabouthowtousetheSDGindicatorsinmonitoringandimpactmeasurement.

SeealsoFAQ|AbouttheIGS:Whoshouldattend?!WhatdoesanattendeegetuponthecompletionoftheIGS?

INTERNATIONAL GRANTMAKING SYMPOSIUM FAQ A. ABOUTTHEIGSB. PRACTICALINFORMATIONC. WHEREDOIFIND…?D. PARTICIPATIONFEEANDDISCOUNTSE. WHOSHOULDICONTACT?

A. ABOUTTHEIGS1. Whatisthegoalofthesymposium?WhatshouldparticipantsexpecttogainfromIGS?TheIGSisaneducationalsymposiumcomprisedofaseriesofpresentationsandinteractiveworkshopswhereparticipantshavetheopportunitytogetacquaintedwiththerulesandnormsregulatinginternationalgrantmakingwhilealsogainingsignificantinsightsoncomplianceandbestpracticesderivedfromcloseto25yearsofexperienceofaleadingglobalgrantmakingorganizationintheUnitedStates.Aimingtoprovideatrulyhands-onexperienceandacrash-courseininternationalgrantmaking,theIGSoffersINSPIRATION,EDUCATIONandAPPLICATION!2. Whatarethetopicscovered?Sessionswillinclude:

" StrategicAction|InternationalGrantmakingasaCatalyst " IRSRules&RegulationsonED&ER " ASolutionDrivenApproach|GivingtoChallengingMarkets" GivingResponsibly|Anti-MoneyLaundering(AML)constraintsonInternational

Grantmaking " DueDiligenceandRiskMitigation " ImpactMeasurementandmuchmore!

VisittheIGSwebsitetoviewtheSchedule-at-a-GlanceandtheDetailedCurriculum.

3. Whatwilltheapplicationsessionsentail?

Theapplicationsessionsexplorethepracticalquestions,challenges,andsolutionsprofessionalsdealwithinrelationtointernationalgrantmaking.Forexample,theworkshopofferedonWednesdayafternoonwillfocusonhands-onactivitiesthatbringtheexpenditureresponsibilityandequivalencydeterminationsessionstolife.Workinginsmallgroups,wewillexplorevariouscasestudiestodeterminebestroutesformakinganinternationalgrantinthegivenscenarios,aswellasthetoolsshouldbeusedtodoso.

4. Whatistheaudienceyouareexpectingatthisevent?

TheSymposiumisrecommendedtononprofitorganizations,corporatefoundationsandcorporationsinterestedinengagingininternationalgrantmakingand/orinternationalgiving.Theparticipantswillincludegrantsmanagers,grantsofficers,otherprofessionalmembersofgrantsdepartments,CSRmanagers,corporatefoundationmanagersandmanyothers.

5. Whoshouldattend?TheSymposiumisrecommendedtononprofitorganizations,corporatefoundationsandcorporationsinterestedinengagingininternationalgrantmakingand/orinternationalgiving.Thereareavarietyofreasonswhyyoumaybeinterestedinattendingthissymposium:• Ifyouarelaunchinganinternationalgrantsdepartmentormanaginganexistingone• Ifyouareagrantsteammemberorateamleadofanorganizationthatcurrentlymakesorwouldliketobeginprovidinginternationalgrants• Ifyouaretheprimarypointpersonforyourcompany’sinternationalgivingstrategy• Ifyouwanttoensurethatyourorganization’seffortsininternationalgrantmakingareadrivingforceleadingtogreatersocialjusticeandthegrowthofcivilsocietyAforumforgrantmakingprofessionals,CSRmanagers,foundationleaders,andcorporateexecutives,theIGSwillprovideyouwiththetoolstogainanin-depthunderstandingofinternationalgrantmaking,identifynewopportunitiesandsuccessfullynavigatethechallengesofinternationalphilanthropywithinthecontextoftheSDGs. 6. Howmanypeopledoyouexpectwillattend?Aimingtodeliveratrulyhands-oneducationalexperience,theIGSwillbelimitedto35-40participants.

7. WherecanIfindbiosofeachofthespeakers?

TolearnmoreaboutthespeakersoftheIGSvisitwww.igsymposium.org.

8. WhatdoesanattendeegetuponcompletionoftheIGS?ParticipantswillbeawardedaCertificateofCompletionissuedjointlybyCAFAmericaandUNDP.

B. PRACTICALINFORMATION9. Wherewillthesymposiumtakeplace?TheSymposiumwilltakeplaceattheUnitedNationsHeadquartersinNewYork(405East42ndStreet,NewYork,NY,10017USA).VisittheIGSwebsiteforupdatesontheexactlocationofthesessions,aswellasfurtherdetailsonaccesstotheUnitedNationsandsecuritypass.SignuptoourmailinglisttoreceiveupdatesontheSymposium.10. Areanymealsorbeveragesincluded?Theregistrationfeeincludesadmissiontoallsessions,handoutsandsymposiummaterials,refreshmentsprovidedduringbreaks,lunchonpremisesandentrancetotheWednesdaynetworkingeveningreception.11. Arethereanyhotelsnearby?AretherehoteldiscountsforIGSattendees?AsanIGSpartner,theOneUnitedNationsPlazaHotelwillofferthesymposiumattendeesadiscountedrateof$209/night(plusapplicabletaxes)between06/14–06/17.

ONEUNNewYorkwww.millenniumhotels.comAddress405East42ndStreet,NewYork,NY,10017USA

ToreceivetheIGSdiscountedrate,pleaseusethecode:0616SYMPOS.Reservationscanbemadeonlineviathislink,byphoneat877-866-7529or212-758-1234,orviaemailatunres1@mill-usa.com.TheIGShoteldiscountedratesareavailableuntilMay24,2016.

12. Willtherebeparkingatthesymposium?Whereisthenearestsubwayaccess?Werecommendtheuseofpublictransportation,astheUnitedNationsHeadquartersdoesnotofferparkingfacilities.Bysubway:Numbers4,5,6,7,orStrainstoGrandCentralStation;walkeaston42ndStreetto1stAvenue.LearnmoreBybus:M15,M42.LearnmoreBycar:PrivateparkinggaragesareavailablefromEast45thStreettoEast49thStreets,between1stand2ndAvenues

13. WilltheattendeesearncontinuingeducationcreditsbyparticipatingintheIGS?No,unfortunatelycontinuingeducationcreditsarenotavailable.

C. WHEREDOIFIND…?14. WherecanIviewand/ordownloadtheSchedule-at-a-Glance?Toviewand/ordownloadtheSchedule-at-a-GlancevisittheIGSwebsite.15. WherecanIviewand/ordownloadtheDetailedCurriculum?Toviewand/ordownloadtheDetailedCurriculumvisittheIGSwebsite.D. PARTICIPATIONFEEANDDISCOUNTS16. Whatistheregistrationfeeforthesymposiumandwhatdoesitinclude?Theregistrationfeeperparticipantincludesadmissiontoallsessions,handoutsandsymposiummaterials,refreshmentsandcoffee,lunchonpremisesandentrancetotheWednesdaynetworkingeveningreception.Prioronlineregistrationisrequired.ClicktheregistrationbuttononIGSwebsitetocheckoutthevariousrates.17. IsthereanEarlyBirddiscountavailableandwhatareitsterms?EarlyBirdRateYes,thereisanEarlyBirddiscountof$250onthefullstandardregistrationfee!RegisterbeforeApril30,2016tobenefitfromtheEarlyBirddiscount.18. Arethereanyotherdiscountsprovided?GroupRateIsmorethan1participantregisteringfromyourorganization?Additionaldiscountsapply.Lookforthegroupratesonourregistrationpage.

VIP–ReturningDelegatesHaveyouparticipatedinIGS15?YouqualifyforourVIPReturningDelegatesRate.ContactBrianKastneratbrian@cafamerica.orgorKingaIleatkinga@cafamerica.orgtorequestthepromocode.Usethiscodewhenregisteringviathelinkabove!AffiliateRateItisourpleasuretoofferaspecialAffiliateRatetomembersoftheCAFAmericaandpartnernetworks(suchasGMN),UNDPanditspartners.ContactBrianKastneratbrian@cafamerica.orgorKingaIleatkinga@cafamerica.orgtorequestthepromocode.Usethiscodewhenregisteringviathelinkabove!19. IfIcancelmyregistrationwillIreceivearefund?CancelationsmadeonorbeforeApril30,2016willreceivearefundlessa$100administrationfee.NorefundswillbegivenafterApril30,2016!

E. WHOSHOULDICONTACT?20. WhoshouldIcontactifIneedassistanceduringregistrationandpayment?

Ifyouhaveanyquestionsaboutregistration,[email protected].

21. WhoshouldIcontactwithfurtherquestionsandcomments?TolearnmorecontactKingaIleatKinga@cafamerica.orgorJohnHolmatJohn@cafamerica.orgorsignupthroughtheIGSwebsitetoreceiveupdatesontheSymposium.