Sometimes it seems easier to avoid conflict and focus on the future.  This session will teach you how to appropriately engage with funders to overcome past missteps and/or prepare for the most efficient initial contact. Fund-seekers are vetting funders at the same time the funders are vetting the potential applicants.  What red flags should each party look out for that can be mitigated through upfront candidness and transparency during preliminary meetings?  

Finally, this session will prepare you for the site visit/exploratory meeting that takes an unexpected turn. For example, what if the program officer throws you a curve and asks you to brainstorm or strategize beyond the scope you came prepared to discuss. This funder may also utilize this meeting to ask you for contextual information about the subject area that your program addresses and may ask you about other agencies that work in the same space.   Fund-seekers need to be able to think on their feet.

What You’ll Learn: 

  • Knowing how to provide context to your request to funders in a meeting
  • How to equip the grant seeking team to reach out to the funder
  • The importance of transparency
  • Identify red flags (for the agency and the funder)
  • How to mitigate risk and overcome previous missteps


Presented by:
Julie Alsup, PMP, GPC

Course curriculum

    1. Welcome: Let's Get Started

    2. Video: Advanced Grant Practices - Relationships: It is a Two-Way Street

    3. Session Evaluation

    4. Quiz: Relationships: It's a Two-way Street

About this course

  • $50.00
  • 4 lessons
  • 1 hour of video content

The trainers for these sessions are all credentialed grant professionals (GPCs) through the Grant Professional Certification Institute, Approved Trainers with the Grant Professionals Association, and/or credentialed Certified Grant Management Specialists (CGMS) through the National Grant Management Association. All of the trainings in this series align with the CGMS exam classification system and the Grant Professionals Certification Institute’s competencies and skills, and are approved for Continuing Education Units (CEU) by GPCI and CFRE International.