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  • PEAK Midwest Regional Chapter Spring 2019 Meeting

    Contains 1 Component(s)

    A day of learning in which grantmaking colleagues heard about collaboration and redevelopment in the Milwaukee area, enjoyed a presentation from PEAK Grantmaking Regional Chapter Manager Sara Sanders, and learned ways to improve grantmaking practices based on input at the annual conference. Event date: May 17, 2019

    A day of learning in which grantmaking colleagues heard about collaboration and redevelopment in the Milwaukee area, enjoyed a presentation from PEAK Grantmaking Regional Chapter Manager Sara Sanders, and learned ways to improve grantmaking practices based on input at the annual conference.

    Presentations included:

    • Building Capacity for Impact: From Grant Maker to Change Maker
    • Neighborhood Investment: A Tale of Two Foundations
    • Milwaukee Film: The Successful Philanthropy/Artist Partnership That Transformed Milwaukee's Film Scene
    • Networking for Better Grantmaking
    • Useful Tips and Tools for Meeting Facilitation and Work Presentations

    Christina Ellis

    Program Director

    Advancing a Healthier Wisconsin Endowment, Medical College of Wisconsin

    Christina is a program director for the Advancing a Healthier Wisconsin Endowment (AHW) and is responsible for overseeing the Endowment’s focus on community health improvement. 

    AHW, stewarded by the Medical College of Wisconsin, is a statewide funder dedicated to improving health in Wisconsin communities. Since 2004, AHW has provided nearly 400 awards more than $220M to advance the health of Wisconsin through community health improvement, research and education.

    Christina leads and manages programming, technical assistance, and grant management for 35% of the AHW’s $470M assets and works closely with a complex oversight structure of a direct oversight body, the fiscal agent’s board of trustees, a state-appointed oversight group and Wisconsin legislative mandate. 

    Christina also serves on the Board for the Milwaukee Area Health Education Centers, was appointed by the Mayor of Milwaukee to sit on the Violence Prevention Steering Committee and the MKE United Strategic Actioning Group. 

    Greg Wesley

    Senior Vice President, Strategic Alliances and Business Development

    Medical College of Wisconsin

    Board Member, Greater Milwaukee Foundation

    Frank Cumberbatch

    Vice President, Engagement

    Bader Philanthropies

    Jonathan Jackson

    CEO and Artistic Director

    Milwaukee Film

    Sara Sanders

    Regional Chapter Manager

    PEAK Grantmaking

    Sara Sanders is PEAK Grantmaking’s Regional Chapter Manager and focuses on supporting regional chapter officers to lead thriving, successful organizations. Sara plans to learn the needs chapter officers, develop new tools and resources to meet those needs, and help officers share common challenges and great ideas.

    Sara has ten years of experience working as a liaison in the non-profit and government sectors with a wide range of audiences. Her non-profit experience includes chapter engagement, membership recruitment and retention, volunteer leadership development, facilitating trainings, and writing handbooks and newsletters for chapter leaders.

    Sara earned a bachelor’s degree in history and criminal justice from The George Washington University. She loves spending time with family, rooting for the Washington Nationals, travelling, and volunteering at the National Archives.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Staff and Volunteer Development: Build the capacity of staff and volunteers to be successful in their grantmaking role.

  • PEAK Grantmaking Membership Orientation Webinar

    Contains 2 Component(s)

    ​Are you interested in learning how to make the most of your membership this year? This webinar provides an overview of the many benefits and resources available to you as a PEAK Grantmaking member, tips for navigating CONNECT and LEARN, and upcoming initiatives for the year, including the launch of our Principles for Peak Grantmaking work. Original air date: May 2, 2019

    Are you interested in learning how to make the most of your membership this year? This webinar provides an overview of the many benefits and resources available to you as a PEAK Grantmaking member, tips for navigating CONNECT and LEARN, and upcoming initiatives for the year, including the launch of our Principles for Peak Grantmaking work.

    Original air date: May 2, 2019

    Clare Larson

    Membership Relationship Manager

    PEAK Grantmaking

    Clare joins PEAK Grantmaking after spending over three years at Humentum, a global association supporting organizations in the international relief and development sector. She began there managing the enrollment in Humentum’s training programs and conferences. She transitioned to the role of membership engagement manager, where she was responsible for fostering collaboration across the membership community through learning and networking events. She is passionate about ensuring a seamless customer experience and connecting people with practical tools and resources.

    Clare graduated from Fordham University with a degree in International Political Economy and Middle East Studies. She grew up in New Jersey, but has family roots in the Midwest. Outside of work, she can be found spending as much time outside as possible planning her next travel adventure and singing along to ABBA songs.

    Sara Sanders

    Regional Chapter Manager

    PEAK Grantmaking

    Sara Sanders is PEAK Grantmaking’s Regional Chapter Manager and focuses on supporting regional chapter officers to lead thriving, successful organizations. Sara plans to learn the needs chapter officers, develop new tools and resources to meet those needs, and help officers share common challenges and great ideas.

    Sara has ten years of experience working as a liaison in the non-profit and government sectors with a wide range of audiences. Her non-profit experience includes chapter engagement, membership recruitment and retention, volunteer leadership development, facilitating trainings, and writing handbooks and newsletters for chapter leaders.

    Sara earned a bachelor’s degree in history and criminal justice from The George Washington University. She loves spending time with family, rooting for the Washington Nationals, travelling, and volunteering at the National Archives.

    Melissa Sines

    Programs and Knowledge Director

    PEAK Grantmaking

    Melissa leads PEAK Grantmaking’s work to identify effective, efficient, and equitable philanthropic practices and advocate for their adoption by grantmakers.

    Prior to joining PEAK Grantmaking, Melissa was the education and accreditation director at Maryland Nonprofits and the Standards for Excellence Institute, where she oversaw nonprofit accreditation and the association’s learning community.

    Melissa is currently a board member at the Maryland Center for Economic Policy. She also serves as co-chair for the United Philanthropy Forum's Program Committee and on the Funder's Planning Committee for the Frederick County Nonprofit Summit. She has served on committees for Independent Sector, the Association of Baltimore Area Grantmakers, the Frederick Giving Project, and numerous other nonprofits in her local community.

    Melissa is a self-professed nonprofit dork and accidental techie. She is passionate about organizing people and projects to promote social justice.

    Carolyn Sosnowski

    E-Learning and Content Manager

    PEAK Grantmaking

    Carolyn J. Sosnowski joined PEAK Grantmaking in 2015. She designs and creates e-learning materials that support the development of experts and leaders in philanthropy. As part of that goal, Carolyn also curates and promotes content of interest to grants managers and manages online community engagement for the association.

    She has more than 20 years of experience working in both nonprofit and for-profit settings conducting research, managing information center services, and overseeing professional development and conference programming.

    Carolyn received a Master’s degree in Library & Information Studies from the University of North Carolina at Greensboro and a Bachelor of Arts degree in history from the University of Virginia. Although she graduated from UVA with Tina Fey, their paths did not cross.

    What Carolyn likes to do in her spare time: travel with her family, especially to her native New York; bake (and eat) chocolate cake; and watch Jeopardy!, on which she was a contestant in 2008. No, she didn’t win.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Staff and Volunteer Development: Build the capacity of staff and volunteers to be successful in their grantmaking role.

  • Tying Grant Practices to Foundation Values

    Contains 3 Component(s)

    Many in the philanthropic sector are talking about big ideas such as equity and inclusion, narrowing the power gap in our sector, being authentically engaged in our communities, listening and learning from our partners, and living our values in our practice. With this webinar, move from conversation to action. Learn from your peers at the William and Flora Hewlett Foundation about the process they used to define a philosophy of grant practice that stems from their guiding principles and how they continue to question and revise their practices. Original air date: April 25, 2019

    Many in the philanthropic sector are talking about big ideas such as equity and inclusion, narrowing the power gap in our sector, being authentically engaged in our communities, listening and learning from our partners, and living our values in our practice. With this webinar, move from conversation to action. Learn from your peers at the William and Flora Hewlett Foundation about the process they used to define a philosophy of grant practice that stems from their guiding principles and how they continue to question and revise their practices.

    Thoughtfully examine how your values are reflected in practices and share questions and concerns with your peers. If you missed this session at the conference (it was packed!) take advantage of this encore presentation.

    Viewers will learn about:

    • Analyzing and codifying the relationship between a foundation’s grantmaking practice and its values
    • Questions and constraints on aligning foundation grantmaking practices and values
    • Working together toward greater alignment between foundation values and practices

    Original air date: April 25, 2019

    Webinar run time: 48 minutes

    ​Aimée Bruederle

    Grants Officer, Global Development and Population Program

    William and Flora Hewlett Foundation

    Aimée Bruederle is Grants Officer for the Global Development and Population program at the William and Flora Hewlett Foundation. She partners with program staff on the operational aspects of international grantmaking. Prior to joining the Hewlett Foundation, Aimée worked as a grants manager at the Tides Foundation. Aimée holds a bachelor’s in business administration from the University of Wisconsin in Madison, Wis. In addition, she obtained a specialization in international business at the Copenhagen Business School. She earned her Master’s in Public Health with an emphasis on Women’s and Reproductive Health from Johns Hopkins University in May 2017.

    Brooke Treadwell

    Grants Officer

    William and Flora Hewlett Foundation

    Brooke Treadwell is a grants officer for the Education program at the William and Flora Hewlett Foundation. She is responsible for grantmaking operations, practices and data analysis across the foundation’s strategies for Open Educational Resources and K-12 Teaching and Learning.

    Brooke has over 15 years of experience in the nonprofit sector, working most recently at UNESCO, where she implemented education policy reforms in Burma/Myanmar. Prior to that she was senior associate at the DeBoer Foundation where she managed a portfolio of grants supporting education and global development projects.

    Melissa Sines (Moderator)

    Programs and Knowledge Director

    PEAK Grantmaking

    Melissa leads PEAK Grantmaking’s work to identify effective, efficient, and equitable philanthropic practices and advocate for their adoption by grantmakers.

    Prior to joining PEAK Grantmaking, Melissa was the education and accreditation director at Maryland Nonprofits and the Standards for Excellence Institute, where she oversaw nonprofit accreditation and the association’s learning community.

    Melissa is currently a board member at the Maryland Center for Economic Policy. She also serves as co-chair for the United Philanthropy Forum's Program Committee and on the Funder's Planning Committee for the Frederick County Nonprofit Summit. She has served on committees for Independent Sector, the Association of Baltimore Area Grantmakers, the Frederick Giving Project, and numerous other nonprofits in her local community.

    Melissa is a self-professed nonprofit dork and accidental techie. She is passionate about organizing people and projects to promote social justice.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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

    Lifecycle of a Grant Competencies

    • Planning and Pre-Grant: Apply the grantmaker values, mission, and goals to ensure alignment of application process and guidelines.

  • Interpreting the 990 and Financials to Assess a Nonprofit’s Health

    Contains 2 Component(s)

    Sharpen your skills on reading the Form 990, and learn how to assess the financial and organizational health of grantee organizations by analyzing the Form 990 and reviewing financial statements. Original air date: April 17, 2019

    Sharpen your skills on reading the Form 990, and learn how to assess the financial and organizational health of grantee organizations by analyzing the Form 990 and reviewing financial statements.

    Learning Objectives:

    • Identify key indicators of financial health
    • Learn to spot the red flags
    • Understand key elements of the balance sheet and profit and loss reports

    A program of the Florida Regional Chapter.

    Original air date: April 17, 2019

    Carol Wilson, ​CPA, MBA

    QuickBooks Advanced Certified ProAdvisor and Partner

    Care Accounting Services & Nonprofit Accounting Academy

    Grants Management Professional Competency Model

    Lifecycle of a Grant Competencies

    • Planning and Pre-Grant: Design and implement the review process to support an informed grant decision.

  • Cross-Border Giving: A Legal and Practical Guide

    Contains 1 Component(s)

    Cross-Border Giving features 17 authors offering insight on legal, ethical, and operational issues of international giving. Topics covered include: ethical grantmaking, the closing space for civil society, equivalency determination & expenditure responsibility, preparing for an audit, and much more. Publication date: 2018

    Cross-Border Giving features 17 authors offering insight on legal, ethical, and operational issues of international giving.  Topics covered include: ethical grantmaking, the closing space for civil society, equivalency determination & expenditure responsibility, preparing for an audit, and much more. 

    Publication date: 2018

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Ethics, Integrity, and Accountability: Act with integrity and accountability.
    • Strategic Management: Promote organizational mission and goals and inspire colleagues to achieve them.

    Lifecycle of a Grant Competencies

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

  • PEAK Grantmaking 2019 Annual Meeting

    Contains 4 Component(s)

    PEAK Grantmaking's Annual Meeting of Membership took place on Thursday, April 4, 2019, at 2:00 pm ET. Staff and board members shared a summary of 2018, as well as information on current projects and future plans.

    PEAK Grantmaking's Annual Meeting of Membership took place on Thursday, April 4, 2019, at 2:00 pm ET. 

    Staff and board members shared a summary of 2018, as well as information on current projects and future plans.

  • Courage in Practice: The Principles for Peak Grantmaking

    Contains 1 Component(s)

    Many in our sector are talking about big ideas such as equity and inclusion, narrowing the power gap in our sector, being authentically engaged in our communities, listening and learning from our partners, and living our values in our practice. Publication date: April 2019

    Many in our sector are talking about big ideas such as equity and inclusion, narrowing the power gap in our sector, being authentically engaged in our communities, listening and learning from our partners, and living our values in our practice.

    We can help the sector move beyond conversation to action. We believe our members have the power to bring tangible, real-life, and practical implementation to these big ideas to build a bridge between strategic vision and action. To this end, we support their professional growth through developing the competencies that will help them lead this change.

    We are developing and delivering tools and resources to help grantmakers:

    • Tie Practices to Values
    • Narrow the Power Gap
    • Drive Equity
    • Learn, Share, Evolve
    • Steward Responsively

    Through a courageous commitment to these actions, we are working to bring big ideas to the front lines of grantmaking.

    Publication date: April 2019

    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.
    • Ethics, Integrity, and Accountability: Act with integrity and accountability.
    • Financial Management: Implement financial policies and controls to ensure effective and efficient deployment of financial resources for grantmaking.
    • Knowledge Management: Capture and apply knowledge to promote learning and improvement.
    • 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.
    • Staff and Volunteer Development: Build the capacity of staff and volunteers to be successful in their grantmaking role.
    • Strategic Management: Promote organizational mission and goals and inspire colleagues to achieve them.
    • Technology Management: Apply technology solutions to grantmaking to support grantmaker applicant, and grantee success.

  • Let's Talk General Operating Grants

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Take a deep dive into general operating grants. Nonprofits repeatedly request these funds. Yet many grantmakers don’t offer them, and those who do, define and approve general operating grants differently. This session will look at issues related to strategy, budget, eligibility, guidelines, applications, and evaluation for general operating grants. Speakers from a diverse set of foundations that award general operating grants will share their experiences with those grants. Participants will learn about the challenges of and current best practices for managing general operating grants.

    Participants will learn about:

    The need for general operating grants and how nonprofit use them

    Streamlining applications for general operating support

    Evaluating general operating grants

    Erin Baird

    Director of Grants

    Allegany Franciscan Ministries

    Erin is an experienced grant manager and program officer. She joined Allegany Franciscan Ministries back in 2000. In her role as director of grants, Erin oversees the administration of grant programs for the organization. She also serves as program officer for Allegany Community Out Reach (ACOR), All-Region and St. Clare grant programs. She maintains the web site, grants software, leads survey strategy, and supervises staff.

    Erin holds a bachelor’s degree from Baylor University in Foreign Service and a master’s degree in Agricultural Development from Texas A&M University. She also has a Certificate in Nonprofit Management from the University of Tampa.

    She enjoys volunteering with Girl Scouts of West Central Florida, traveling and watching her two girls play soccer.

    Anna Huynh

    Senior Grants Manager

    Sunlight Giving

    ​Jaime Dixon

    Program Officer - Community Investments

    Foundation for a Healthy St. Petersburg

    Ryan Rodriguez

    Grants Manager

    Community Foundation for Greater Atlanta

    Ryan Rodriguez leads the grants management team, ensuring grant and scholarship applications are received and evaluated consistently and effectively. He is responsible for grant and scholarship reporting, analysis and monitoring, and the evaluation and continuous improvement of grant application systems and processes. Prior to joining to the Foundation, Ryan was a communications manager with the Coca-Cola Company, and before that led various aspects of the Coca-Cola Scholars Program for the Coca-Cola Scholars Foundation for many years. Originally from San Antonio, Texas, Ryan has an undergraduate degree in business administration from the University of Mississippi and studied public administration and nonprofit management at Georgia State University.

    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.

    Lifecycle of a Grant Competencies

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

  • Successful Structures: Rethinking the Role of Grants Management -- Case Studies

    Contains 5 Component(s)

    In our exploration of successful structures, we studied organizations of different sizes, types, missions, and cultures. We identified a set of common practices supported by certain organizational characteristics and behaviors that, over time, are building successful structures. These characteristics and behaviors boil down to five essential guidelines for realizing a successful grantmaking structure designed to integrate the “how” of grantmaking with foundation strategy and impact. Publication date: 2017

    In our exploration of successful structures, we studied organizations of different sizes, types, missions, and cultures. We identified a set of common practices supported by certain organizational characteristics and behaviors that, over time, are building successful structures. These characteristics and behaviors boil down to five essential guidelines for realizing a successful grantmaking structure designed to integrate the “how” of grantmaking with foundation strategy and impact.

    Integrating grants management with strategy requires (and goes along with) organizational change. In other words, the shift is bigger than simply adding a new position or responding to an edict from above; cultural and organizational change is also involved for new systems and practices to stick. Often, staff point to a catalyst that motivates their organization to reconsider its practices and assumptions: growth, leadership change, a wake-up call from grantee feedback, or even a new grantmaking system can spark reflection and change.

    Publication date: 2017

    Jessica Bearman

    Principal

    Bearman Consulting

    JESSICA BEARMAN (Bearman Consulting) works with foundations and other mission-based organizations, focusing on organization development, facilitation, planning, and project R&D to help them become more intentional, effective, and responsive to communities. 

    Jessica has been the lead consultant to PEAK Grantmaking’s Project Streamline since its inception, helping grantmakers to understand and minimize the burden of their application and reporting practices.Prior to her work in philanthropy, Jessica spent nine years in the nonprofit sector, where she experienced plenty of mystifying requirements. She has a Masters in Organization Development from American University/National Training Laboratory. Jessica loves living on an organic farm in Idaho with her husband, two wild boys, forty philosophical chickens, and thousands of industrious bees.

    Elizabeth Myrick

    Principal

    Elizabeth Myrick + Associates

    Elizabeth Myrick is an independent consultant with nearly 20 years of experience in the nonprofit and philanthropic sector. Her work focuses on leadership and organizational strategy.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Ethics, Integrity, and Accountability: Act with integrity and accountability.
    • Staff and Volunteer Development: Build the capacity of staff and volunteers to be successful in their grantmaking role.
  • Make Your Values Mean Something

    Contains 1 Component(s)

    You can learn some important lessons from the few companies that have adopted meaningful corporate values. Whether their values stemmed directly from the vision and character of their founders or were developed later through formal programs, these companies all followed four basic imperatives in creating and implementing their values. An article from Harvard Business Review. Publication date: July 2002

    From Harvard Business Review: You can learn some important lessons from the few companies that have adopted meaningful corporate values. Whether their values stemmed directly from the vision and character of their founders or were developed later through formal programs, these companies all followed four basic imperatives in creating and implementing their values: understand the different types of values, be aggressively authentic, own the process, and weave core values into everything.

    Publication date: July 2002

    Patrick M. Lencioni

    Founder and President

    Table Group

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Ethics, Integrity, and Accountability: Act with integrity and accountability.
    • 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.

    Lifecycle of a Grant Competencies

    • Planning and Pre-Grant: Apply the grantmaker values, mission, and goals to ensure alignment of application process and guidelines.