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756 Results

  • Overcoming Invisibility: Funding Native Issues

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    The lack of visibility of Native peoples –coupled with stereotypes that dehumanize them and portray them as irrelevant—erodes support for Native issues and allows media-fueled misconceptions to persist. Invisibility also contributes to an underestimation of the discrimination Native Americans face. Of all foundation grants, nationwide, less than 0.03 percent go to Native Americans or Native issues. Of that percent, only one-third go to Native-led organizations serving Native people. Explore how foundations can bring Native issues into the spotlight by funding Native tribes directly.

    Participants will learn about:

    Recent findings from the “Reclaiming Native Truth Project,” which illustrate the path towards change for Native peoples

    Processes employed by foundations who fund Native issues, lessons from that work, and successes engaging with Native partners

    IRS tax code on funding 7871s (tribal governments)

    Flipping the script on the Native narrative in our everyday life and work

    Mackenzie Parker

    Major Gifts Grant Manager

    American Indian College Fund

    Mercedes Plendl

    Program Associate

    Better Way Foundation

    Mercedes Plendl is the program associate for Better Way Foundation. Mercedes supports Better Way Foundation’s efforts to advance early childhood development, working closely with the foundation’s partners and board of directors to help strengthen the systems that nurture and support young children and their families. Prior to joining Better Way, Mercedes worked in Uijeongbu, South Korea, developing curriculum, supporting organizational administration, and teaching at the Sogang Language Program.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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

  • The Secret to Recapturing Foundation Time and Capacity

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    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 those skills at work in a game that demonstrates the rapid improvement possible.

    Participants will learn about:

    Continuous process improvement and how it is transforming foundations

    Ideas to improve their foundations

    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

    • 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.

  • Tying Grant Practices to Foundation Values

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Building from the work of PEAK Grantmaking’s Walk the Talk project, this interactive session will review the Hewlett Foundation’s process to define a philosophy of grant practice that stems from its guiding principles. Hear questions with which the Hewlett Foundation is still grappling. Workshop your own questions around aligning foundation grantmaking practices with values.

    Participants will learn about:

    Analyzing and codifying the relationship between a foundation’s grantmaking practices and its values

    Questions and constraints on aligning foundation grantmaking practice and values

    Working toward greater alignment between foundation values and practices

    ​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.

    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.

  • Why Asking about the Cost of Fundraising Isn't Enough

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    How much do we spend on fundraising? This question, alone, doesn’t measure fundraising effectiveness. Organizations with low fundraising costs sometimes depend on only a few donors, which can put the organizations at risk if one of those funders ends its grant. In addition, by asking about fundraising expenses, an organization may be signaling that grantees should spend as little as possible on these critical investments. BoardSource has developed a framework for Measuring Fundraising Effectiveness—both internally and externally—that creates a more complete picture of an organization’s fundraising health. Hear about this new tool for developing holistic pictures of grantees’ fundraising effectiveness.

    Participants will learn about:

    Fundraising strategies and how focusing solely on the cost of fundraising can increase risk

    The Measuring Fundraising Framework and related free resources

    Questions to ask to get necessary information, without inadvertently sending harmful messages

    Andy Davis

    Director of Education

    Board Source

    As BoardSource’s director of education, Andy Davis is responsible for creating and delivering the public trainings that BoardSource offers to the nonprofit sector, overseeing the BoardSource Certified Governance Trainer program, and aligning BoardSource’s educational offerings across departments. Additionally, as a BoardSource consultant and trainer, Andy works with the organization’s clients nationally, developing and delivering our respected consulting and training services.

    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.

  • A Case Study in Participatory Grantmaking: RSF Shared Gifting

    Contains 2 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    For eight years, staff members at RSF Social Finance have employed a participatory grantmaking method called “shared gifting.” Shared gifting invites community members to provide wisdom or exercise full decision-making authority in almost every aspect of grantmaking. RSF has applied shared gifting to its own grant funds and has used variations of shared gifting in partnerships with individual donors and with a family foundation. Other groups have tried shared gifting on their own, using the RSF Shared Gifting toolkit. With almost a decade of experience under their belts, RSF grant managers share the benefits and challenges of using a participatory grantmaking framework.

    Participants will learn about:

    Various ways to infuse participatory options into the grantmaking process

    Benefits and challenges of using participatory models

    Partnering with donors, grantmakers, and community entities with alternative models

    Kelley Buhles

    Senior Director, Philanthropic Services

    RSF Social Finance

    Kelley leads the Philanthropic Services Program at RSF Social Finance. She has cultivated the Shared Gifting participatory grant program and led RSF’s effort to make visible the role of gift in our economic system. Kelley also plays a key role in coordinating RSF’s Integrated Capital approach to financing. Previously, she served on the board of the Haight Ashbury Food Program and coordinated the Bay Area Fair Trade Coalition. She graduated from San Diego State University with a BA in anthropology.

    Ellie Lanphier

    Program Manager, Philanthropic Services

    RSF Social Finance

    Ellie manages the day-to-day operations of RSF Social Finance's Philanthropic Services program including coordinating and supporting Collaborative administration, co-leading the Shared Gifting program, and overseeing the Seed Fund and Flow Funding activities. Previously, Ellie was Program Outreach Associate for the Climate and Energy Funders Group at the Biodiversity Funders Group. She received a BA in Arts (Strategic Communication) and Spanish from The Ohio State University.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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

  • Better Outcomes and Collaboration: Houston My Brother's Keeper Pilot Study

    Contains 2 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Many of society’s important issues are best addressed collectively, by actors that span the public, private, academic, and philanthropic sectors. Yet the data necessary to facilitate collaboration between these actors are often inaccessible, inconsistent, or unreliable. The challenge to collect and integrate data prevents organizations from having a complete picture of their work and the work of others, limiting their ability to improve community outcomes. These constraints are particularly debilitating for traditionally underserved communities. The My Brother’s Keeper Equity Intelligence Platform (MBK-EIP) builds President Barack Obama’s efforts to improve societal outcomes for boys and young men of color. Led by Bloomberg Associates, with technological support by BrightHive, the MBK-EIP pilot works in Houston, Oakland, and Chicago. The pilot sites serve as sources of data and as testbeds for identifying design needs and technical requirements for the data platform.

    Participants will learn about:

    Using a data trust, which is a cross-sector collaboration committed to sharing data, aligning metrics, and working together to solve a critical, societal issues

    Using technology to structure and coordinate collaboration

    Opportunities to link similar work in other cities and across the country

    Facilitating data sharing through data governance or data-sharing agreements that also build collaboration among members

    David Goodman

    VP of Ecosystem Development

    BrightHive

    David Goodman, Ph.D., is the vice president of ecosystem development at BrightHive, a public benefit company that helps organizations, networks, & communities securely and responsibly link their data to enhance their impact, empower individual and collective decision making, and increase equity of opportunity. David uses his knowledge, experience, and relationships in the public, private, philanthropic, and academic sectors to identify opportunities to develop and deploy cross-sector data collaboratives, or data trusts. Prior to BrightHive, David was the director of impact at Fluxx, the director of evaluation & learning at the Houston Endowment, managing director of data governance for Teach For America, researcher for Edvance Research, and a researcher for the Texas Education Agency. David earned a Ph.D. in political science from Rice University in Houston, Texas, and holds a B.A. and an M.A. in political science from California State University, Northridge.

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

  • Budget Tools as Aids in Strategic Planning

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    As grantmakers, we’re in the business of giving away money. As nonprofits, we have a mandate to fulfill our mission. One of the most critical constraints to both is our grantmaking budgets. Engage in a discussion about grant budget constraints and using tools for addressing those constraints to support strategic planning, right-size initiatives, and manage staff and grantee expectations.

    Participants will learn about:

    Budget scenario planning and using it to support organizational planning

    Applying budget planning methods shared in the session to their own work

    The effect of multi-year grants on projected grant budgets

    Tamika Holman-Ricks

    Grants Management Associate

    William Penn Foundation

    Barbara Scace

    Director of Grants Management

    William Penn Foundation

    Samantha Shain

    Database Administrator

    William Penn Foundation

    Based in Philadelphia, I am passionate about harnessing the power of technology and automation for social impact. I have 2 Salesforce certifications and serve on the board of Amplify, an organization dedicated to uplifting underrepresented voices to become fearless technology leaders in the Salesforce ecosystem. When I'm not automating core business processes at the William Penn Foundation, you can find me blogging about spreadsheets for social justice (www.TheDataAreAlright.blog), creating fiber arts projects, and volunteering.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Financial Management: Implement financial policies and controls to ensure effective and efficient deployment of financial resources for grantmaking.
    • 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.

  • Data Privacy in the Post-Internet Age: A Facilitated Workshop

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Around the globe, more rigorous data privacy regulation is the trend. The European Union General Data Protection Regulation (GDPR), adopted by the EU Parliament in April 2016, went into effect May 25, 2018. The California Consumer Protection Act (CCPA), approved June 28, 2018, will go into effect on January 1, 2020. Foundations and nonprofits are uncertain about the impact these and other laws will have on their work In addition, major technology companies’ mass migration to the “cloud” is likely to change the way civil society thinks about the ethics of data collection, data privacy, and data security. At a facilitated workshop, discuss frameworks for managing data and consider the effects the regulations are likely to have on foundations and nonprofits. Hear learnings from one foundation and from the field, and consider best data practices.

    Participants will learn about:

    Emerging privacy laws, such as GDPR and CCPA, with an eye toward promoting good data hygiene and privacy practices that position their foundations and grantees for the future

    The relationship between data collection and protection practices

    The ethics of data collection, notably how foundations can collect the information they need while protecting those they serve

    Martha Lackritz-Peltier

    Senior Counsel

    TechSoup's NGOsource

    As NGOsource’s senior counsel, Martha independently manages a portfolio of equivalency determination (ED) applications, including reviews, approvals, and certifications. In addition to all aspects of ED management, Martha works closely with NGOsource’s global network to ensure a streamlined and efficient ED process by managing and responding to inquiries and training. Prior to joining NGOsource, Martha worked at the law firm of Adler & Colvin, where she counseled nonprofit and tax-exempt organizations and donors, with an emphasis on international grantmaking, advocacy, corporate governance, and charitable solicitation. Prior to this, Martha clerked for the Honorable Chief Justice Wallace Jefferson, and interned for Nina Totenberg at NPR in Washington, D.C. She has authored numerous articles and blog posts on federal tax law regulations, nonprofit compliance, and international law. Martha holds a bachelor's degree from Brown University and a J.D. from UC Berkeley Law School.

    Marla López

    Grants Officer

    Open Society Foundations

    ​Kyle Reis

    Senior Director

    TechSoup

    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.

  • Embedding Equity Inside and Out: How to Dive In without Drowning

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Grants managers are often tasked with providing data and support for the strategies and evaluation processes popular in philanthropy at the time. Grants managers interested in equity and social change must understand where the potential for change exists in a process and how effective grants management can maximize that potential. This participatory session will explore three popular strategy and evaluation frameworks to discover how grants managers can enhance these approaches and create greater equity within their grantmaking and across their organizations.

    Participants will learn about:

    Strategy and evaluation approaches popular in contemporary philanthropy

    Applying their experiences to analyze equity challenges and opportunities in these approaches

    Shifting practice to maximize the potential of these approaches

    Angela K. Frusciante, PhD

    Principal

    Knowledge Designs to Change, LLC

    Angela K. Frusciante, MRP, PhD is founder of Knowledge Designs to Change, a strategic research and learning practice serving philanthropic organizations and the social sector. Using co-designed processes for engaged inquiry and strategic design, she works across staff, leadership and grantee and community constituents to identify and implement key knowledge practices.

    Angela has over 20 years of experience in the social sector, dedicated to advancing equity and supporting individual and organizational potential. Prior to founding Knowledge Designs to Change, Angela served as the Graustein Memorial Fund’s first Knowledge Development Officer. She created and managed grant and contract investment related to organizational learning, management systems, program support, network learning and statewide university partnerships.

    Angela believes in the power of the social sector to influence deep and systemic social change through knowledge building, civic design, and public work.


    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.
    • Knowledge Management: Capture and apply knowledge to promote learning and improvement.

  • Magnifying Your Impact by Maximizing Software

    Contains 2 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Is your organization looking to leverage software to support your mission? Is your grants management system more of a hindrance than a help? Are you pondering a new solution to more efficiently facilitate your grantmaking? Integrated online software solutions are a powerful grantmaking resource when coupled with knowledgeable users. Participate in this power-packed, user-led discussion to learn more about cloud-based software options available today. Hear a panel of your fellow PEAK Grantmaking members share their recent experiences with grants management software conversions and outline the ways their new software solution has amplified their grantmaking. Panelists will address: (1) What they wish they’d known before they moved to cloud-based software; (2) The top software features they are leveraging and the impact on their grantmaking; (3) Selection and conversion. Come with your list of frustrations with your current software, and leave with inspiration and answers from this stimulating, interactive session.

    Participants will learn about:

    Improving grantmaking through software conversions

    Using software efficiently to support grantmaking

    Brad Ambelang

    Program and Grants Associate

    Greater Milwaukee Foundation

    TeQuion Brookins

    Director of Operations

    McGregor Fund

    Susan Clark

    Director, Grants and Communications

    Gaylord & Dorothy Donnelley Foundation

    Susan has a keen interest in using technology, communications, and data to advance philanthropy and the non-profit sector. She is currently director of grants and communications at the Gaylord and Dorothy Donnelley Foundation, where she also leads their emerging diversity, equity, and inclusion efforts. 

    An active member and volunteer of PEAK Grantmaking, she served as co-chair of the Midwest Chapter from 2009 to 2012. She was a 2017-18 Change Leaders in Philanthropy Fellow with Grantmakers for Effective Organizations. Susan earned a Bachelor of Arts degree in electronic media arts from DePaul University. She is the mother of a school-age son and is an avid photographer and kayaker.

    Sarita Michaca

    Grants Manager

    Citi Foundation

    Sarita Michaca is grants manager at the Citi Foundation. She is responsible for the global grantmaking administration including application development, grant monitoring and due diligence, as well as information management, analysis and reporting to internal and external stakeholders and IT management. Prior to joining the Foundation in 2014, Sarita worked at a number of nonprofit organizations including the California Community Foundation and LA Caregiver Resource Center.

    Sarita holds a Master of Public Administration and a BA in Psychology and French from the University of Southern California.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Knowledge Management: Capture and apply knowledge to promote learning and improvement.