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806 Results

  • 5 Rules for Foundations to Follow When Evaluating Grantmaking Technology

    Contains 1 Component(s)

    David Hazeltine from Blackbaud shares the five criteria that will make or break the grantmaking experience in your organization. Original air date: January 23, 2020

    David Hazeltine from Blackbaud shares the five criteria that will make or break the grantmaking experience in your organization. He covers five fundamental considerations for evaluating your incumbent and/or new vendor grantmaking technology vendor to keep your grantmaking heart beating. No matter what the size of the foundation, most agree that their technology keeps their office running like a clock. Those that are using their technology day in and day out are always interested in tips, tricks, and improvements from their vendor-partner solution that will save time, streamline processes, and heighten their impact and outcomes.

    Whether you are a foundation that’s had the benefit of grantmaking technology and services for years, or are perhaps a smaller organization that has not yet made the jump to tech, and are still managing business with spreadsheets and other low-tech, you’ll benefit from these technology evaluation rules that can and will save you and your colleagues potential headaches in the long run.

    This webinar was sponsored by Blackbaud.

    Original air date: January 23, 2020

    David Hazeltine

    ​Senior Communications Strategist

    Blackbaud

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Technology Management: Apply technology solutions to grantmaking to support grantmaker applicant, and grantee success.

  • The Secret to Recapturing Foundation Time and Capacity

    Contains 2 Component(s)

    ​Does your foundation staff face overwhelming workloads? Are employees constantly working late? Are you experiencing growing responsibilities but no funding to add staff? Are you taking heat for errors? Learn how some foundation managers have cured such pain and become heroes to their staff, audit committees, and boards. One community foundation recaptured more than 60 percent of its working time and now delivers to grantees faster and more effectively. First, hear the concepts that are getting results. Then, see the outcomes that are being achieved. Original air date: January 9, 2020

    Does your foundation staff face overwhelming workloads? Are employees constantly working late? Are you experiencing growing responsibilities but no funding to add staff? Are you taking heat for errors?

    Learn how some foundation managers have cured such pain and become heroes to their staff, audit committees, and boards. One community foundation recaptured more than 60 percent of its working time and now delivers to grantees faster and more effectively.

    First, hear the concepts that are getting results. Then, see the outcomes that are being achieved.  

    Viewers will learn about:

    • Continuous process improvement and how it is transforming foundations
    • Ideas to improve their foundations

    Original air date: January 9, 2020

    Lee Kuntz

    Process Improvement Trainer

    Innovation Process Design, LLC

    Lee leads foundations to measurably improved results by showing teams how to improve work processes, cure pain points, and drive transformative change.

    For over a decade, Lee Kuntz has used process improvement to solve the unique challenges facing foundation leaders. Through her expert training and coaching, teams look at their work with new eyes, transform how work gets done, and create real results.

    Lee is passionate about demonstrating how process improvement cures pain points, gets employees home at the end of the workday, and creates engines of success. This passion inspired her to found Innovation Process Design and continues to drive her today.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Process and Change Management: Plan and monitor processes efficiently and effectively and manage change as needed to contribute to grantmaker's strategic goals and grantee's success.

  • What It Really Takes to Influence Funder Practice

    Contains 1 Component(s)

    ​Philanthropists are increasingly combining forces to improve grantmaking. But what it takes to match their “will to skill” in influencing practice can feel murky. Twelve multiyear initiatives of the past decade shed light on promising approaches and reveal four consistent proponents of change. From the Ford Foundation. Publication date: December 2019

    Philanthropists are increasingly combining forces to improve grantmaking. But what it takes to match their “will to skill” in influencing practice can feel murky. Twelve multiyear initiatives of the past decade shed light on promising approaches and reveal four consistent proponents of change. Crucial components of implementation success are data-driven evidence of the problem, engagement of like-minded collaborators, sharing examples of what works, and ensuring that adequate staff and resources are available. 

    From the Ford Foundation.

    Publication date: December 2019

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Communications: Listen to others and communicate effectively.
    • Process and Change Management: Plan and monitor processes efficiently and effectively and manage change as needed to contribute to grantmaker's strategic goals and grantee's success.
    • Strategic Management: Promote organizational mission and goals and inspire colleagues to achieve them.

  • The 2018 Diversity Among Philanthropic Professionals Report: A Tale of Two Sectors

    Contains 1 Component(s)

    This new report and accompanying infographic finds a statistically significant difference in staff and board diversity between funders with a social justice focus and all other funders. Publication date: November 2019

    This new report and accompanying infographic--the results of a collaboration of Funders for LGBTQ Issues, EPIP, and CHANGE Philanthropy--explore diversity in the philanthropic workforce. Overall, the report finds a statistically significant difference in staff and board diversity between funders with a social justice focus and all other funders. This report lays out the results of the DAPP survey in aggregate form. Social justice foundations were much more likely to have higher representation of LGBTQ people, people of color, and people with disabilities on their staffs and board than other types of foundations.

    Publication date: November 2019

    Lyle Matthew Kan

    Vice President of Research and Communications

    Funders for LGBTQ Issues

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.

  • Philanthropy in Higher Education: Priorities and Approaches of Private Foundations

    Contains 1 Component(s)

    Rockefeller Philanthropy Advisors partnered with the TIAA Institute to examine trends in private foundations giving to colleges and universities to support their postsecondary education strategies. October 2019

    Rockefeller Philanthropy Advisors partnered with the TIAA Institute to examine trends in private foundations giving to colleges and universities to support their postsecondary education strategies.

    This report seeks to expand and test the trends discussed in the 2017 report by including foundations more varied in asset size, geographical focus, and type. The goal was to better capture the diversity of private foundations that support postsecondary education to gain a deeper understanding of:

    • Priority issue areas in higher education that foundations seek to address
    • The types of institutions foundations support through grants in their postsecondary strategies, and why
    • How foundations approach giving to colleges and universities compared to how they give to other types of educational organizations

    Publication date: October 2019

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Strategic Management: Promote organizational mission and goals and inspire colleagues to achieve them.

  • 2019 Donor-Advised Fund Report

    Contains 1 Component(s)

    This report, from the National Philanthropic Trust, examines 2014 through 2018 fiscal year data from 989 charities. For the ninth consecutive year, there was growth in all key metrics—number of individual donor-advised funds, total grant dollars from donor-advised funds to charitable organizations, total contributions to donor-advised funds and total charitable assets in them.​ Publication date: November 2019

    This report, from the National Philanthropic Trust, examines 2014 through 2018 fiscal year data from 989 charities. For the ninth consecutive year, there was growth in all key metrics—number of individual donor-advised funds, total grant dollars from donor-advised funds to charitable organizations, total contributions to donor-advised funds and total charitable assets in them.

    Over the past decade, donor-advised funds have experienced tremendous growth. The growth rate has compounded in recent years. Most notably, grantmaking from donor-advised funds to qualified charities has nearly doubled in the past five years. In 2018, philanthropists recommended grants to charities from their donor-advised funds totaling $23.42 billion. The same rapid growth also applies to contributions to donor-advised funds, which totaled $37.12 billion in 2018. This represents an 86 percent increase in contributions over the past five years.

    The biggest rate of change is occurring in the number of individual donor-advised fund accounts. For the second year in a row, there was growth above 50 percent in the number of new donor-advised fund accounts. This growth has been driven in large part by a few new donor-advised fund sponsors that are using donor-advised funds in flexible ways, such as facilitating employee giving. These emerging models for donor-advised funds typically have no minimums, stay in cash and make smaller grants to charities. More traditional donor-advised fund models often support lifetime and legacy giving with investment options that can support multi-generational giving.

    Publication date: November 2019

  • Addressing Racially Biased Financial Analysis

    Contains 1 Component(s)

    Why color-blind financial analysis is racially biased, and what funders can do about it. A list of blindspots is examined, examples are described, and solutions are offered. Publication date: November 2019

    Many social-sector funders that are committed to addressing racial equity don’t understand how their own practices exacerbate injustice. Common approaches to evaluating a nonprofit’s financial fitness – and “readiness” for a grant or loan – unwittingly reinforce divides; nonprofits that have money have an easier time getting more, and nonprofits that don’t – and the communities that rely on them – lose out. This chart offers a look at what’s wrong, and specific actions we can take to more accurately understand a nonprofit’s strengths and opportunities. From the Nonprofit Finance Fund.

    Publication date: November 2019

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.
    • Financial Management: Implement financial policies and controls to ensure effective and efficient deployment of financial resources for grantmaking.

    Lifecycle of a Grant Competencies

    • Planning and Pre-Grant: Apply the grantmaker values, mission, and goals to ensure alignment of application process and guidelines.
    • Planning and Pre-Grant: Design and implement the review process to support an informed grant decision.

  • Moving Beyond Theories of Change: A Framework for Strategic Implementation

    Contains 1 Component(s)

    ​The report from Arabella Advisors reflects on the current state of philanthropic practice and points to a gap that frequently exists between lofty philanthropic ideas on the one hand and their implementation outside the boardroom on the other. Publication date: July 2019

    The report from Arabella Advisors reflects on the current state of philanthropic practice and points to a gap that frequently exists between lofty philanthropic ideas on the one hand and their implementation outside the boardroom on the other. It then proposes a framework for crossing over this gap, one that involves focusing closely on the “People, Partners, and Platforms” that actually power social-impact efforts. 

    Publication date: July 2019

    Gwen Walden

    Senior Managing Director

    Arabella Advisors

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.
    • Strategic Management: Promote organizational mission and goals and inspire colleagues to achieve them.

  • Five Foundations Advance Ways to End the Starvation Cycle

    Contains 1 Component(s)

    Chronic underfunding of nonprofits has been a perennial topic of discussion for years. Five major foundations have agreed to do more to combat the “starvation cycle” that undercuts the effectiveness of their grantees. They have agreed to test and refine potential solutions, and to reach out to other funders to share what they have learned. Publication date: November 4, 2019

    Chronic underfunding of nonprofits has been a perennial topic of discussion for years. Five major foundations have agreed to do more to combat the “starvation cycle” that undercuts the effectiveness of their grantees. They have agreed to test and refine potential solutions, and to reach out to other funders to share what they have learned.

    Publication date: November 4, 2019

    ​John Bernstein

    Vice President, Chief Operating Officer, and Treasurer

    Ford Foundation

    ​Michael Etzel

    Partner

    The Bridgespan Group

    Grants Management Professional Competency Model

    Lifecycle of a Grant Competencies

    • Post-Grant: Review grantmaking to determine success in meeting goals and objectives.

  • Humility, Modesty, and Curiosity at the Barr Foundation

    Contains 1 Component(s)

    CASE STORY At the Barr Foundation, narrowing the power gap begins with their mission statement and stated values, by thoughtfully focusing on potential, and being a catalyst and steward. "Modesty and humility come from seeing what grantees are doing in the community, and that our role is a helping role: the impact that our grantees are making is what's most important," says Director of Grants Management Kerri Hurley. Publication date: November 2019

    Narrowing the Power Gap case story image

    CASE STORY

    At the Barr Foundation, narrowing the power gap begins with their mission statement and stated values, by thoughtfully focusing on potential, and being a catalyst and steward. "Modesty and humility come from seeing what grantees are doing in the community, and that our role is a helping role: the impact that our grantees are making is what's most important," says Director of Grants Management Kerri Hurley.

    Principles for Peak Grantmaking Series: Narrow the Power Gap

    Publication date: November 2019


    This case story is exclusive to Organization Members, Individual Members, and Consultant Members.

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    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Communications: Listen to others and communicate effectively.
    • Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.
    • Process and Change Management: Plan and monitor processes efficiently and effectively and manage change as needed to contribute to grantmaker's strategic goals and grantee's success.