Corporate & Foundation Relations

Workshops

CFR Toolkit

Do you want to learn a little more about the tools used in CFR work? Need a refresher on how best to use the tools of the trade? Are you in a role where CFR is not your main job function but you are sometimes asked to support faculty members’ interactions with corporations, foundations and other organizational funders? This three-hour workshop is for you! We will go over:

  • UW relationships integral to CFR fundraising success (e.g., OSP, GCA, administrators)
  • GIMs (the grant information memoranda that govern UW sponsored programs)
  • EDW (the UW’s electronic data warehouse)
  • UW publications: what’s out there and how you might use them for CFR work (e.g., the UW Office of Research annual report, UW and UW Foundation financials, etc.)
  • UW vs. UW Foundation

Audience: newer CFR staff, fundraisers. Must have access to the Advance database. Limited space.

Next workshop: TBD

Please email Carolyn Smith, clss92@uw.edu, for questions.

CFR Essentials

In this workshop, subject matter experts will provide an overview of the processes and systems that are essential to CFR work, including:

  • The difference between gifts, grants and contracts
  • Intellectual property and confidential disclosure agreements
  • The life cycle of a sponsored program, including the roles of the Office of Sponsored Programs and the Grant & Contract Accounting function

Audience: all CFR staff, Advancement staff and those involved in CFR work. Unlimited space.

When:

  • Fri, May 7, 2021, 9:30 – 11 a.m.: Gifts vs. grants vs. contracts
  • Fri, May 14, 2021, 9:30 – 11 a.m.: Lifecycle of a sponsored program
  • Fri, May 21, 2021, 9:30 – 11 a.m.: Intellectual property and CDAs

Where: Zoom

Please email Carolyn Smith, clss92@uw.edu, for questions.