Nonprofit Learning Institute 2017-18

The Nonprofit Learning Institute Presented by the Bank of America Charitable Foundation and Associated Grant Makers.

Thank you for your interest in applying for the Nonprofit Learning Institute, presented by the Bank of America Charitable Foundation and Associated Grant Makers. All questions in this application are required, so make sure to answer all questions to the best of your ability.

The Nonprofit Learning Institute is comprised of a series of technical assistance and capacity building sessions. Twenty nonprofit organizations from a broad cross-section of the nonprofit sector will be selected to participate.  One primary representative – a senior management staff member – will be expected to attend all sessions.  To each session, each organization is encouraged to send one additional representative (2 total per organization) – either a board member or another senior staff member.  Sessions will be led by experts from leading service organizations and/or consultants in each topic area.  In addition to the sessions, there will be a number of supplementary opportunities to meaningfully engage, network, and share experiences with your peer participants. 

Nonprofit Learning Institute Session Descriptions:


  • Launch of Nonprofit Learning Institute (January 9, 2018, 8:00am - 8:30am)
    This will be the orientation for the Nonprofit Learning Institute. During this orientation, we will go over goals and expectations for the program, as well as learn more about the organizations in the program.

  • Board Management & Development (January 9, 2018, 8:30am-12:30pm)
    This session will focus on managing and developing a board; member purpose, roles and responsibilities; opportunities for board leadership; and, strategic board recruitment.

  • Board Engagement (February 6, 2018, 8:00am - 12:00pm)
    This session will focus on strategically engaging board members and creating a healthy board culture; organizational involvement; and, the role of the board in organizational fundraising.

  • Capitalization & Financial Stability (March 6, 2017, 1:00pm - 5:00pm)
    This session will focus on the role of executives and board leadership in effectively identifying a sustainable business model; understanding how to address breaks within a business model; and, strategizing how to effectively capitalize an organization (i.e. how to build financial resources required to support your mission).

  • Closing Reception (March 6, 2017, 5:00pm - 7:00pm)
    This will be a closing reception with the informal opportunity to meet with other organizations who have participated in the Nonprofit Learning Institute. 


  • Organizations must have 501(c)(3) nonprofit status in Massachusetts

  • Annual operating budget should be between $500,000 and $2 million
    (Budget size should not deter organizations from applying. Organizations outside this range will also be considered. See Application Form Question 7 for details.)

  • One primary senior staff member must commit to attending all sessions
    At each session, organizations may send two representatives. The second representative may be different for each session. It is strongly recommended that the second representative be either a board member or additional senior staff member.


  • All sessions (listed above) will be hosted at Bank of America (225 Franklin Street, 5th Floor, Post Office Square Room, Boston, MA 02110)

  • Food and refreshments will be served at each of the sessions

Application Timeline:

  • September 2017: Application released

  • October 15, 2017, 11pm: Deadline for application submission

  • October 30, 2017: Participants notified of application status

  • January 2018 – March 2018: Nonprofit Learning Institute Sessions    

Application Checklist:

  • Complete online application by 5pm on October 15, 2017 (below)
  • Submit the audited financial statements for most recently completed fiscal year by by 5pm on October 15, 2017, to:
  • Submit the current fiscal year operating budget by 5pm on October 15, 2017, to:

Note: You may submit financial attachments by mail if an electronic copy is unavailable, as long as it is postmarked by October 9, 2016 to: AGM, 133 Federal Street, Suite 802, Boston, MA 02110

Additional materials may be required upon review of your application, including but not limited to:

  • IRS 501(c)(3) Letter of Determination


Application will be released by early September 2017


Contact:  If you have any questions or concerns about eligibility or timeline, please email or call 617.426.2606 x138.

133 Federal Street, Suite 802 | Boston, MA 02110
Phone: 617.426.2606 | Fax: 617.426.2849
© 2014 Associated Grant Makers