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756 Results

  • Incorporating Diversity, Equity, and Inclusion into Grantmaking: Can Technology Help?

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    What does diversity, equity, and inclusion mean in the world of grantmaking? How can technology empower grantmakers to establish equitable practices across their programs? Identify how your foundation can get started.

    Participants will learn about:

    Diversity, equity, and inclusion strategy

    Executive buy-in

    Meaningful demographic segmentation

    Julia Cannon

    Product Manager, foundationConnect

    Salesforce.org

    Karina Rivera

    Education Special Projects, and Diversity, Equity, and Inclusion

    Heising-Simons Foundation

    Tashie Sloley

    Senior Grants Manager

    Borealis Philanthropy

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.
    • Technology Management: Apply technology solutions to grantmaking to support grantmaker applicant, and grantee success.

  • The Power Equation: Equalizing Power for Win/Win Solutions

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Many of us feel our power is limited to our role on the organization chart or generation of the family tree. If we feel that our wants and needs are not as important as or are more important than those around us, we may see others as above or below us. This perspective could prompt us to say “yes” to things we really don’t want to do, forego asking for what we really want, or include/exclude others as we work towards solutions. A new frame of reference can help us view everyone’s wants and needs as equal, enabling us to see different solutions. With a new frame of reference, we can stop looking to others to fulfill our wants, take responsibility for our needs, and create solutions that empower everyone involved. Discover what makes us feel powerless and how to balance the power equation.

    Participants will learn about:

    Limiting beliefs that keep us and others feeling powerless

    A shared purpose for any situation

    Understanding and honoring the desires of both grantees and grantmakers

    New frames of reference for finding win/win solutions with others

    Genise Singleton

    Program Manager

    The Kresge Foundation

    Genise T. Singleton is program operations manager for The Kresge Foundation, overseeing day-to-day operations of the grants and program-related investments portfolio. She joined Kresge’s staff in 1995.

    She assists in the overall development and streamlining of the foundation’s grant processes and procedures, ensuring the proper disposition of grants and program-related investments and grantee compliance. She also reviews Kresge’s grants database.

    Genise has a deep interest in the ways data can be used to advance the work of the philanthropic sector, and is a member of several philanthropic affinity groups.

    A Detroit native, she earned a bachelor of arts in English from Marygrove College and has served on Marygrove’s alumni board as well as the boards of several other nonprofits.

    ​Wendy Watson-Hallowell

    Belief Coach

    BeliefWorks

    Wendy is passionate about enabling individuals, organizations and communities to value themselves and each other in the ongoing process of change. She has guided hundreds of individuals and over 750+ public and private sector organizations to achieve tangible increases in impact and performance. Wendy’s skills have been honed in leadership and mentoring roles at MTV Networks, The Rensselaerville Institute, and the nonprofit she runs in her town. In 2015 she became The Belief Coach and offers Belief Coaching as a way to address the root cause of what limits the results we can achieve both personally and professionally. This is an 'upstream' solution to change. Instead of changing limiting behavior, she focuses on changing the limiting beliefs that drive that behavior. In all cases, her clients and partners speak to the specific increases in achievement that her consulting, coaching and partnership roles make possible.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • 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.

  • Communicating and Facilitating the End of Grant Funding

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    There are many guidelines and best practices for starting grant programs but few for closing them out. Yet, a poor closeout process can negatively affect an organization’s relationships and reputation, hurting its future work in the field. Effectively ending a grants program requires consistent and transparent communication with grantees and stakeholders, a thoughtful process for wrapping up reporting and payments, and a steady focus on achieving a positive impact until the end. ClearWay Minnesota, a statewide nonprofit dedicated to reducing tobacco’s harm, was created with an intentional 25-year lifespan. In preparation for ClearWay Minnesota’s sunset, staff developed principles for ending grants and exiting the field. This session will provide guidance for communicating clearly as you close out funding, setting a positive but realistic tone with grantees, helping organizations you fund make plans for the future, and recognizing significant accomplishments your funding helped achieve.

    Participants will learn about:

    Communicating early, often, and positively about the end of grant funding

    Varying definitions of “sustainability” and activities that realistically can continue after funding ends

    Grant closeout milestones, e.g. determining ownership of grant deliverables and celebrating accomplishments

    Alexis Bylander

    Senior Public Affairs Manager

    ClearWay Minnesota

    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.

    Lifecycle of a Grant Competencies

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

  • Data’s Role in Driving Performance, Internally and Externally

    Contains 3 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Data can drive individual, department, and grantee performance. For example, reviewing data over the lifecycle of a grant can highlight the need for training on a particular process or suggest an adjustment in grants management software. Hear how data has driven departmental, operational, and individual performance as MacArthur Foundation transitioned to a new grants management system and centralized grants management department.

    Participants will learn about:

    Management’s perspective on data use

    Bottlenecks in workflow

    Using data to drive performance

    Steven Casey

    Associate Director, Grants Management

    MacArthur Foundation

    Steve is the associate director in grants management for the John D. and Catherine T. MacArthur Foundation in Chicago, Illinois. He is responsible for the day-to-day operations of the grants management team and advises staff on grants management, structure of grants, and regulatory compliance requirements, and helps to ensure that the right systems, processes, and practices are in place to accomplish the goals and objectives of the Foundation.

    Steve earned his Bachelor of Administration in Finance from the University of the District of Columbia and his M.B.A. in Finance from Marquette University in Milwaukee, Wisconsin. 

    The Caseys are raising their two son’s (Joel & Michael) in the Englewood community of Chicago. A homeowner and property owner in his neighborhood, Steve also is affiliated with numerous community related activities and currently is on the Board of Neighborhood Housing Services of Chicago. Named a German Marshall Fund Fellow in 2004.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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

  • From Transactional Grantmaking to Impactful Investing: An Outcomes Framework

    Contains 2 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    At a time when grantmakers seek to demonstrate the outcomes from their work, how can you shift from transactional grantmaking to impactful investing? For 15 years, the Huey and Angelina Wilson Foundation contributed more than $27 million to Louisiana communities. Then, the Foundation decided to take a more strategic approach to giving. Located in the state with the highest incarceration rate in the world, the foundation launched a three-year, $3 million Prison Re-entry initiative to improve outcomes for more than 17,000 individuals released each year from Louisiana’s prisons and jails. The initiative created a continuum of care for released individuals, reducing recidivism and increasing savings associated with successful reintegration. Nearly complete, the initiative has changed relationships with grantees and improved the community. This session will examine a case study on creating and implementing the Prison Re-entry initiative.

    Participants will learn about:

    Self-evaluation for readiness to engage in transactional grantmaking

    Creating a culture of learning and improvement, both internally and with grantees

    Demonstrating achievement of grant and portfolio objectives

    Tristi Charpentier

    Vice President, Strategic Initiatives

    Huey and Angelina Wilson Foundation

    Tristi Charpentier is VP Strategic Initiatives for Huey and Angelina Wilson Foundation. She is the key contact for the Prison Reentry Initiative and supports grantees, develops strategic collaborations, coordinates gatherings and communications, assesses performance, and facilitates improvements. Previously, she developed and managed the regional infrastructure of anti-poverty non-profit Single Stop’s multi-million-dollar annual grant plan in the Gulf Coast. She began her career at Blue Cross and Blue Shield of Louisiana managing the corporate sponsorship program and the BCBSLA Foundation’s impact grant, Angel Award and Smart Bodies programs. 

    Tristi holds bachelor's and master's degrees in mass communication from LSU and has received certificates in Corporate Citizenship Leadership and Corporate Community Involvement from the Boston College Center for Corporate Citizenship. She has been a Baton Rouge Forty Under 40 and a Hull Fellow of the Southeastern Council of Foundations.

    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.

  • Investing in Impact: The Role of Strong Grantee Relationships

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Grantmaking is a partnership between grant recipient and funder. Yet, how are you engaging with your grantees throughout the sourcing, shaping, and management stages of a grant’s lifecycle? How can you build trust and work more effectively together to deliver shared impact? Explore the answers to these and other questions that focus on strengthening relationships with grantees.

    Participants will learn about:

    Hidden patterns that may be hindering your grantmaking

    Tips and tools for building stronger relationships with grantees

    Approaches for gathering and using grantee feedback

    Rebecca Ferguson

    Senior Director, Grants Operations

    Salesforce.org

    Rebecca Ferguson is the senior director, global grants operations, at Salesforce.org. In this role she oversees grant-making operations, sets grants management strategy, builds alignment and partnerships, and enables ongoing learning and improvement. Rebecca has more than 15 years of experience scaling social good initiatives globally, including nine years at the Bill & Melinda Gates Foundation in roles making and managing large international grant portfolios and leading strategy, planning and management activities. Her professional experience also includes positions in grassroots community organizations, the Dutch Planned Parenthood affiliate, and UNESCO’s Education Sector across settings in the U.S., the Netherlands, France, Spain, Ethiopia, and India. She holds a Master of Public Health from the University of North Carolina and a Master of Business Administration in Sustainable Systems from Presidio Graduate School.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • 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.

    Lifecycle of a Grant Competencies

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

  • It's Complicated: A Guide to Monitoring

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Participants will learn new techniques to monitor grantees as well as processes to make sure reviews are fair, equitable, and reasonable for an organization’s capacity. Explore affordable tools, new strategies, and best practices to ensure grantees’ success.

    Participants will learn about:

    Policies and procedures that are easily replicated in diverse organizations

    Structuring a grantee visit to ensure the success of both grantee and grantmaker

    Kate Mendez

    Grant Compliance and Accounting Manager

    United Way of Greenville County, South Carolina

    Kate Mendez works at the United Way of Greenville County as the Grant Accounting and Compliance Manager and Human Trafficking Liaison to United Way Worldwide. With over 15 years of nonprofit experience, she has worked nationally to promote social advoacy and coalition building. Most recently, Kate convenes the Upstate Human Trafficking Coalition, Greenville Behavioral Health Coalition, United Way Strategic Priorities, and serves on the Board of Directors for Keeping Greenville County Beautiful. She is a graduate of Leadership Greenville Class 43, Women’s Leadership Institute at Furman University, and Greenville Business Magazine’s Best and Brightest Under 35.

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

    Lifecycle of a Grant Competencies

    • Award and Monitoring: Monitor grantee activity to support grantee success and determine compliance with grant agreement.

  • Leveraging Tech for Social Good

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    In both for-profit and nonprofit spaces, the last decade has brought about an increasing number of organizations focused on delivering new technology-based solutions to tackle long-standing social issues. Jess Ladd, founder and CEO of Callisto, a non-profit organization that develops technology to combat sexual assault and professional sexual coercion, will lead a short talk on the trend of tech for social change and how funders can position themselves as movement builders. Learn data-driven approaches to tech-based solutions while also learning – the role public relations plays when tackling social issues, how are customers using your product/services, how funders can leverage tech to expand their brand reach, and more.

    Jess Ladd

    Founder and CEO

    Callisto

    Jess Ladd is the founder and CEO of Callisto, a nonprofit that creates technology to combat sexual assault, support survivors, and advance justice. Callisto’s online sexual assault reporting system helps detect repeat sexual offenders and connect survivors with support.

    Before founding Callisto, Jess developed a series of online services for STD prevention and control, worked for the White House Domestic Policy Council, and served in such positions as sexual health educator, policy advocate, and researcher for a variety of organizations.

    Ladd is a recipient of the 2018 Skoll Award for Social Entrepreneurship, a 2018 Ashoka Fellow, and a Senior TED Fellow. She is co-founder of The Social Innovation Lab, an incubator for startups for social good, in Baltimore.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.
    • Technology Management: Apply technology solutions to grantmaking to support grantmaker applicant, and grantee success.

  • Love It or List It: Deciding Whether to Fix or Replace Your Grants Management System

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Implementing a new system versus optimizing an existing one requires different partners and levels of effort, but both routes can significantly boost productivity. By engaging foundations that have recently grown and evolved, this session will outline the factors that lead grantmakers to reexamine their existing grants management systems.

    Participants will learn about:

    Criteria to consider when evaluating whether to fix or replace a grants management system

    How you should prepare to do either

    How to engage programmatic and grant staff in improving your grants management practices

    How to sequence your efforts to manage change to have maximum impact

    Nikki Barret (Moderator)

    Managing Director

    Grantbook

    Janet Disla

    Senior Grants Manager

    The Nathan Cummings Foundation

    ​Satonya Fair

    Vice President and Chief Philanthropy Officer

    The Executive Leadership Council

    Satonya Fair is vice president and chief philanthropy officer of The Executive Leadership Council (ELC), the preeminent membership organization for the development of global black leaders. She is responsible for the organization’s philanthropic engagement strategy, ensuring that all charitable efforts support The ELC’s purpose of opening channels of opportunity for the development of black executives to positively impact business and communities. The ELC’s philanthropic strategy focuses on investments in social enterprise, closing the achievement gap, developing next generation black leadership and highlighting the continued need to drive greater diversity in C-Suites and on boards.

    Prior to joining The ELC, Satonya served as the director of grants management at the Annie E. Casey Foundation, where she and her team administered more than $100MM in charitable investments annually. She led the development of a customized grants management system, including a comprehensive online grant portal. Her work focused on system innovations within her department and throughout the foundation, with an emphasis on using data to drive decision-making and accountability.

    Before joining the Annie E. Casey Foundation, Satonya supported Citi’s Global Community Development corporate and foundation giving, employee engagement and volunteerism, program development, and outcome measurement. Her roles at Citi included senior grants manager for the North America Community Grants Program and community relations manager at CitiFinancial (now One Main Financial), where she successfully redeveloped community relations and volunteer engagement to include CitiFinancial’s branch network offices in the U.S, Canada, and Puerto Rico. Prior to joining Citi, Satonya was community relations manager at The Baltimore Sun newspaper.

    A consistent theme in her work and volunteerism has been ensuring low-income children, families and communities receive the support they need. Satonya earned her JD from the University of Cincinnati and a BA in Psychology and Political Science from Miami University (Ohio). She graduated from the Council on Foundation’s Career Pathways Executive Leadership Program and is a certified change management practitioner. She is an active volunteer with many efforts including PEAK Grantmaking, the Technology Affinity Group, the Association of Baltimore Area Grantmakers, and the Bridges Program in Baltimore.

    Carmelita Mitchell

    Senior Director of Grants

    Energy Foundation

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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

  • 12 CRM Features Every Foundation Needs

    Contains 2 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Note: Speaker was unavailable and provided the handout in lieu of the session.

    Customer relationship management (CRM) is a hot topic in software planning. Whether you call it customer or constituent relationship management, it has superpowers you don’t want to miss. CRM can do more than record transactions. It can create and track communication activities using all your devices. It can automate many routine tasks to streamline your work, enabling you to focus on nurturing more relationships. It can show all the ways someone is involved with your work—not just capture names and addresses.

    Participants will learn about:

    Relationships as the core of grant and donor management, even when handling CRM manually

    Integrating information in ways that matterUtilizing technology to improve stakeholder relationships

    The differences among CRM products


    ​Henry A. Bromelkamp

    Company Founder and President

    Bromelkamp Company LLC

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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