4C | Grant Administration and Reporting Best Practices

Wednesday, Sept 21
3:40 - 4:30 PM

Suitable across all audiences

Experience Level
Suitable for all levels

Shop Size
Suitable for any size shop

Grant administration is, perhaps, not the sexiest aspect of donor relations, but it is critical to the success of a well-run stewardship program. This interactive session will provide participants with the opportunity to learn more about the best practices around solicitation development and review, acceptance, grant management, record keeping, and donor reporting as well as the role donor relations and stewardship staff play at each of these critical steps in the grant cycle. We will look at various tools, systems, and processes, and talk about such challenges as preventing the over-restriction of donor funds, full-cost budgeting, pulling together the right team of people at various stages, and organizing a multitude of documentation. 


Christie Thomas

Christie Thomas serves as Associate Director of Donor Stewardship-Gift and Grant Administration for The Nature Conservancy. She is responsible for developing a comprehensive private grants administration program and contributing to the implementation of organization-wide best practices, policies, procedures, and systems for the management and stewardship of outright private gifts and grants. Christie works closely with the Conservancy's principal gifts team to administer private awards, and also partners with teams throughout the organization who are managing donors giving at the $5M+ level. Christie joined The Nature Conservancy in 2001 and previously served as Associate Director of Operations for their Virginia Program. Prior to this, Christie served as Vice President and Manager of Employee Benefits Administration for a regional financial services corporation. Christie holds a BS in business administration from the University of North Carolina at Chapel Hill and completed the Certified Employee Benefits Specialist designation through the Wharton School of Business at the University of Pennsylvania and the International Foundation of Employee Benefit Plans. Christie resides in Charlottesville, VA.


Katie Kallmyer

 Katie Kallmyer is Donor Stewardship Officer for The Nature Conservancy. She works closely with senior fundraisers, conservation program staff and finance partners to manage the stewardship needs of the Conservancy's top organizational donors.

Katie began her tenure with The Nature Conservancy in 2010 with the California program. Since moving to her current position, Katie has contributed to the development and implementation of organization-wide stewardship best practices, policies and procedures, and management systems. 

Katie has a B.A. in dramatic arts from St. Mary's College of Maryland and resides in Los Angeles, CA.