Catalog Advanced Search

Search by Categories
Search in Packages
Search by Format
Search by Type
Search by Date Range
Products are filtered by different dates, depending on the combination of live and on-demand components that they contain, and on whether any live components are over or not.
Start
End
Search by Keyword
Sort By

806 Results

  • Assessing Grantee Financial Health: The Internal Partnership

    Contains 2 Component(s)

    ​Funders approach the task of assessing grantee financial health in a multitude of ways. Learn from this conversation with two grants management professionals who have embarked on a journey to strengthen their partnership – and have each taken a very different approach. Original air date: October 8, 2019

    Funders approach the task of assessing grantee financial health in a multitude of ways. Depending on the staffing and structure of a foundation, financial due diligence can be a task undertaken by grants managers, finance staff, program officers, or a team that crosses functional areas. FMA has worked with many funders to solidify this partnership, and facilitates a conversation with two grants management professionals who have embarked on a journey to strengthen their partnership – and have each taken a very different approach.

    In this webinar, you will learn about:

    • The benefits and drawbacks of various models for assessing grantee financial health
    • Strengthening the partnership between grants managers and program officers by working together to understand grantees’ financial health
    • The impact of different approaches to financial due diligence on relationships with grantees

    Original air date: October 8, 2019

    ​Hilda Polanco

    Founder and CEO

    Fiscal Management Associates (FMA)

    Hilda is the founder and CEO of FMA, a management consulting firm that builds the capacity of nonprofit and foundation leaders nationwide. Skilled at navigating the challenging relationships between nonprofits and their foundation investors, Hilda designs and delivers training to the staff of nonprofit organizations and supports funder grantmaking and investment strategies designed to maximize grantees’ financial resilience. 

    Hilda has been published widely on a variety of topics in nonprofit fiscal management and leads FMA’s nationwide staff in capacity-building partnerships that leverage place-based strategies and anchor institutions to build community around fiscal management best practices.

    James Gallagher

    Senior Grants Manager, Future of Work

    Ford Foundation

    Jim Gallagher is the senior grants manager for U.S. Programs at the Ford Foundation and has worked across several grant and program-related investment portfolios to reduce poverty and expand economic opportunity for low-income and marginalized people in the US and developing countries.

    Prior to joining Ford, Jim served as grants manager for the John A. Hartford Foundation, the largest US private philanthropy dedicated to aging and health, and before that as a development manager for an international nonprofit organization focused on research, education, and advocacy concerned with aging populations.

    Jim holds a master’s degree in public administration from New York University’s Wagner School of Public Service and a bachelor’s degree in finance from Fordham University.

    Janice Opalski

    Director, Program Financial Services

    Robert Wood Johnson Foundation

    Janice A. Opalski is the director of program financial services at the Robert Wood Johnson Foundation. She supervises three staff members and oversees all activities of the office. Opalski manages the financial due diligence work with applicants and grantees, and administers the financial aspects of the Foundation’s program-related investments and endowment awards. She also provides financial technical assistance to program staff, performs other internal control reviews, and assists the chief financial officer as needed. Opalski is a member of the Risk Committee and the group focused on the Foundation’s work to promote healthy, more equitable communities.

    Opalski began working at the Foundation in October 1976, and was promoted to director of financial monitoring in 1995. Prior to that she worked for the Diocese of Trenton, Religious Education Office.

    Opalski is a member of the Foundation Financial Officer Groups and PEAK Grantmaking. She is also on the finance committee of the Philanthropy Network Greater Philadelphia. She is co-author of a finance paper presented at the Academy of Economics and Finance meeting in 1998.

    Opalski received an MBA and a BS, summa cum laude, in business administration-finance from Rider University, where she was named an Andrew J. Rider Scholar and was elected to Beta Gamma Sigma, the honor society for business students.

    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.

  • Never Type the Same Thing Twice

    Contains 2 Component(s)

    Managing disparate systems can cause data errors and drain time from more purposeful tasks. In this webinar, you’ll see a wide range of integrations to apply to your current system, as well as imagine what’s possible if you are beginning a search for new software. Original air date: September 24, 2019

    Do your office systems require duplicate data entry, importing/exporting data between systems, or logging in to separate dashboards to keep your data updated? Managing disparate systems can cause data errors and drain time from more purposeful tasks. Looking for ways to integrate can save time and improve accuracy. Our best benchmark for integration is to ask, “Am I typing the same thing twice?"

    In this webinar, you’ll see a wide range of integrations to apply to your current system, as well as imagine what’s possible if you are beginning a search for new software. Integrations exist in all aspects of foundation management software and the promise of integration is widely used. You’ll learn the nuances of this software promise and be wiser in your evaluation of software options.

    Original air date: September 24, 2019

    This webinar was sponsored and presented by Bromelkamp Company.

    ​Barb Ryan

    Sales Manager

     Bromelkamp Company LLC

    Barb assists prospective clients with software selection. Using a consultative style, Barb helps clarify prospects’ needs and then shows how Bromelkamp products meet or exceed those needs. “I love working with our varied potential clients and learning about their unique needs. Despite differences, all foundations are dedicated to improving their communities, and all can benefit from software that helps foundations maximize their impact.”

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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

  • Principles for Peak Grantmaking Series: Tie Practices to Values

    Contains 1 Component(s)

    ONLINE LEARNING MODULE This package brings the Tie Practices to Values resources together in one place. An exclusive benefit of Organization Membership. Publication date: October 2019

    image

    ONLINE LEARNING MODULE
    This module brings the Tie Practices to Values resources together in one place. An exclusive benefit of Organization Membership.

    Principles for Peak Grantmaking Series: Tie Practices to Values

    Publication date: October 2019



    This collection is exclusive to Organization Members.

    Not a member? To gain access to select resources, our CONNECT community, and more, start with Individual Membership, complimentary to all grantmaking professionals. Join today >

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Strategic Management: Promote organizational mission and goals and inspire colleagues to achieve them.
  • From Words to Action at Bainum Family Foundation

    Contains 1 Component(s)

    CASE STORY The principles guiding one grantmaker’s successful efforts to tie practices to values, including practical methods for getting staff involved in the process and gathering the most relevant insight into your practices. Publication date: October 2019

    Bainum Case Story

    CASE STORY
    The principles guiding one grantmaker’s successful efforts to tie practices to values, including practical methods for getting staff involved in the process and gathering the most relevant insight into your practices.

    Principles for Peak Grantmaking Series: Tie Practices to Values

    Publication date: October 2019



    Exclusive to Organization Members, Individual Members, and Consultant Members.

    Not a member? To gain access to select resources, our CONNECT community, and more, start with Individual Membership, complimentary to all grantmaking professionals. Join today >


    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.


  • Building from the Values Up at Disability Rights Fund & Disability Rights Advocacy Fund

    Contains 1 Component(s)

    CASE STORY Lessons modeled by a pair of grantmakers committed to living out their values, including the ways they’ve integrated beneficiaries into their decision-making processes and empowered their grants management officers. Publication date: October 2019

    DRF

    CASE STORY
    Lessons modeled by a pair of grantmakers committed to living out their values, including the ways they’ve integrated beneficiaries into their decision-making processes and empowered their grants management officers.

    Principles for Peak Grantmaking Series: Tie Practices to Values

    Publication date: October 2019




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

    Not a member? To gain access to select resources, our CONNECT community, and more, start with Individual Membership, complimentary to all grantmaking professionals. Join today >


    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.
    • Ethics, Integrity, and Accountability: Act with integrity and accountability.
    • Knowledge Management: Capture and apply knowledge to promote learning and improvement.
    • Strategic Management: Promote organizational mission and goals and inspire colleagues to achieve them.

  • Strategies for Aligning Practices and Values

    Contains 1 Component(s)

    ACTION PLANNER Want to secure more trusting relationships, met expectations, and true partnerships—as well as better, more sustainable outcomes? Discover three strategies to connect the “how” of grantmaking to values, strategy, and impact. Publication date: October 2019​

    Action Planner

    ACTION PLANNER
    Want to secure more trusting relationships, met expectations, and true partnerships—as well as better, more sustainable outcomes? Discover three strategies to connect the “how” of grantmaking to values, strategy, and impact.

    Principles for Peak Grantmaking Series: Tie Practices to Values

    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.

  • Reflect and Align Values with Practice

    Contains 1 Component(s)

    HOW-TO GUIDE Designed to help you explore the explicit, implicit, and aspirational values that guide your organization, and determine whether your practices reflect them, this point-by-point guide will help you work with your team to strengthen ties between principles and processes. Publication date: October 2019

    image

    HOW-TO GUIDE
    Designed to help you explore the explicit, implicit, and aspirational values that guide your organization, and determine whether your practices reflect them, this point-by-point guide will help you work with your team to strengthen ties between principles and processes.

    Principles for Peak Grantmaking Series: Tie Practices to Values

    Publication date: October 2019



    Exclusive to Organization Members.

    Not a member? To gain access to select resources, our CONNECT community, and more, start with Individual Membership, complimentary to all grantmaking professionals. Join today >

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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

  • A Primer on Strategic Planning for Grants Managers

    Contains 1 Component(s)

    HOW-TO GUIDE Grants managers are vital to operationalizing the strategic plan, and increasingly involved in crafting it. This guide will give you a better understanding of strategic planning and goal-setting that improves your organization's grantmaking practice. Publication date: October 2019

    image

    HOW-TO GUIDE
    Grants managers are vital to operationalizing the strategic plan, and increasingly involved in crafting it. This guide will give you a better understanding of strategic planning and goal-setting that improves your organization's grantmaking practice.

    Principles for Peak Grantmaking Series: Tie Practices to Values

    Publication date: October 2019



    Exclusive to Organization Members.

    Not a member? To gain access to select resources, our CONNECT community, and more, start with Individual Membership, complimentary to all grantmaking professionals. Join today >

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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


  • Evaluation as a Tool for Equity - A Primer on Equitable Evaluation

    Contains 2 Component(s)

    This webinar introduces equitable evaluation (EE), an emerging evaluative paradigm guided by a set of core principles grounded in equity. The panelists explore how common approaches to evaluation can undermine equity, explain the core principles of equitable evaluation, and share resources to spur your thinking about how your organization could apply equitable evaluation to its work. Original air date: September 18, 2019

    Foundations use evaluation — intentionally gathering and analyzing information about programs and impact in order to inform decisions and strategy — to make sure their efforts are forwarding their mission.

    While many organizations are applying an equity lens to their work or have explicitly made equity a part of their mission, few have addressed the issue of how evaluation itself can further equity. Who asks the questions? Who owns and interprets the data? Who determines impact? Who benefits from the evaluation findings or recommendations?

    This webinar introduces equitable evaluation (EE), an emerging evaluative paradigm guided by a set of core principles grounded in equity. The panelists explore how common approaches to evaluation can undermine equity, explain the core principles of equitable evaluation, and share resources to spur your thinking about how your organization could apply equitable evaluation to its work.

    Viewers will:

    • hear a brief overview of the evolution of evaluation and its relationship to philanthropy;
    • understand the orthodoxies that prevent evaluation from being a tool for equity;
    • learn about EE’s core principles; and
    • hear how different foundations are applying EE to their work.

    Original air date: September 18, 2019

    Anna Cruz

    Strategic Learning and Evaluation Officer

    The Kresge Foundation

    Kim Leonard

    Senior Research Officer

    Oregon Community Foundation

    Jara Dean-Coffey

    Director

    Equitable Evaluation Initiative

    Kathryn O’Neal-Dunham (Moderator)

    Chief Operating Officer

    Philanthropy New York

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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

    Lifecycle of a Grant Competencies

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

  • 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.