Learning with PEAK Grantmaking

PEAK Grantmaking is committed to providing relevant learning opportunities and resources for all professionals in grants management. Investing in yourself and your career is the ultimate long-term investment. Start learning today!

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Learning Advisor


Identify and Address Skills Gaps. Optimize Your Performance.

Exclusive benefit for Organization Members - Start now!

Based on the Grants Management Professional Competency Model, the PEAK Grantmaking Learning Advisor enables you to create an actionable plan that identifies skills gaps and recommendation on how to close them. Skills and knowledge are assessed on 5 levels of skill: Learning, Basic, Applied, Skilled and Expert. Take the assessment to see where you are, follow the learning plan to get to the next level.

NEW! Learning Advisor for Teams

PEAK Grantmaking just released Learning Advisor for Teams--a professional development tool that empowers your team members to take charge of their professional development at their own pace. Not only is this the perfect tool for your team, it’s a really great tool for you! Here are the top 5 reasons you should engage with Learning Advisor:

  1. Learning Advisor gives your team members the right development opportunities and experiences they need to grow 
  2. It makes development and career planning a part of your regular 1:1 conversations 
  3. You will build team capability by leveraging high performers 
  4. Learning Advisor coaches each person more effectively…without guessing 
  5. It drives engaged employees who can help meet your objectives 

Contact Liz Bicer to get started with Learning Advisor for Teams.

Grants Management Professional Competency Model


PEAK Grantmaking’s Grants Management Professional Competency Model defines the professional knowledge, skills, and abilities expected of grants management professionals, regardless of their area of specialization, the size of their organization, or their role within the field. 

View the Competency Model | Download the PDF

Job responsibilities, titles, and structures for grants management professionals vary widely between organizations. Therefore, this competency model includes all the competencies that distinguish high-performing grants management professionals and empowers the user to decide which are relevant to them.

The competency model can be used to define your role and create your professional development plan, and serve as a framework for talent recruitment and hiring practices.

The Grants Management Professional Competency Model is a living and evolving resource, and will be updated as needed to reflect changes in the field.

Upcoming Live Webinars

Can Something Do My Work, So I Can Do My Job?

Wednesday, August 15 @ 2:00 p.m. - 3:00 p.m. EDT


Do you have those hamster-wheel days where you get things done but can’t seem to get ahead? The right technology can shift effort and energy away from administration to allow greater focus on your organization’s mission. Look to software to do your work so you can do your job.

Explore ways to leverage the power of your database. Learn how features such as workflows and two-way integration with CRM, Microsoft Outlook, GuideStar, MailChimp, payment systems, and outside data sources can automate routine tasks, so you can spend more time with your stakeholders. If you can think it logically, your technology can do it for you.

Presenter: Henry A. Bromelkamp, Founder and President, Bromelkamp Company LLC

This webinar will help build your competency in technology management.

Nuggets of Wisdom and Other Nonsense

Thursday, August 23 @ 2:00 p.m. - 3:30 p.m. EDT


A conversation with Deborah Hessler, a retired program officer who had a 33 year career in philanthropy. Presented by the Florida Regional Chapter.

Presenter: Deborah Hessler, retired program officer

Grantmaking 2.0: Helmsley's Story of Updating Its Grants Management Processes

Tuesday, August 28 @ 3:30 p.m. - 5:00 p.m. EDT


Calling all experienced grants management professionals – register for this webinar now! 

Using the example of The Leona M. and Harry B. Helmsley Charitable Trust’s efforts to update their practices, presenters will share lessons learned and best practices for making your own practice updates.


Anneka Preston, Grants Manager, The Leona M. and Harry B. Helmsley Charitable Trust
Adam Sanders, Grants Manager, The Leona M. and Harry B. Helmsley Charitable Trust
Jeannine Corey, Senior Consultant and Partner, Philanthropy.io
Rebecca Van Sickle, Managing Partner, 1892 consulting

This webinar will help build your competency in process and change management and technology management.

Grants Management and the Historical Record: Will You Be Part of It?

Wednesday, August 29 @ 1:00 p.m. - 2:00 p.m. EDT


Do you need guidance to help determine what records you should be retaining, for how long, and for what reason? Records, in both paper and electronic form, serve as the corporate memory of an organization; they document, support, and guide daily operations. These materials also form the basis for the long-term archival record that documents the history and development of an organization, its initiatives, and the impact it has within its field and within broader historical context. Presented by the Southern California Regional Chapter.


Nancy Eneking, Head, Institutional Records & Archives, Getty Research Institute
Laura Cogburn, Head, Grants Administration, Getty Foundation

This webinar will help build your competency in knowledge management.

Becoming a Paperless Foundation

Wednesday, September 12 @ 12:00 p.m. - 1:30 p.m. EDT


Explore the crucial steps you must take to take your paper records digital—and uncover the potential barriers (and solutions) to becoming a fully paperless organization. Presented by the Florida and Southeast Regional Chapters.


Sheila Kappeler-Finn, CEO and Founder, Duende Consulting
Jeanne Perry, Project Manager, Appligent Document Solutions, Inc.

This webinar will help build your competency in technology management.

Getting the Real Story from Nonprofit Financials

Tuesday, September 18 @ 2:00 p.m. - 3:00 p.m. EDT


Financials are just one piece of the story when considering whether or not to make a grant. Coupled with open conversation, financials can provide insights into a nonprofit’s financial situation, sustainability, and overall organizational capacity. Learn how to look at nonprofit financials beyond the numbers and with an eye toward trends in the field.

Presenter: Hilda Polanco, Founder & CEO, FMA

This webinar will help build your competency in financial management and designing and implementing the review process.

How to Apply Trust-Based Philanthropy in Any Role

Tuesday, September 25 @ 1:00 p.m. - 2:00 p.m. EDT


Join us as we break down the framework and share ways that you can embody the practices towards building more trusting relationships with the organizations you interact with on a day to day basis.

Trust-based philanthropy is being embraced by a growing number of foundations as a way to mitigate power imbalances between funders and nonprofits. Driven by the central philosophy that funders should approach grantee relationships from a place of trust rather than distrust, the trust-based framework encourages multi-year unrestricted funding, streamlined reporting, and transparent and responsive communication. At first glance, it may seem that trust-based practices can only be instituted by foundation leadership and/or senior management; however, the reality is that every grantmaking professional – regardless of role – has the ability to embody aspects of this framework.

Presenter: Pia Infante, Co-Executive Director, The Whitman Institute

This webinar will help build your competency in ethics, integrity, and accountability.

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