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691 Results

  • How to Lose/Retain Diverse Leaders in 365 Days

    Contains 1 Component(s)

    Incorporating these seven components within your organization will send leaders of color packing. Publication date: October 5, 2018

    Seven things your organization shouldn't do if it wants to have diverse leadership.

    Publication date: October 5, 2018

    Leniece Flowers Brissett

    Founder and CEO

    Compass Talent Group

    ​Kerrien Suarez

    Director

    Equity in the Center

    Andrew Plumley

    Senior Program Manager

    Equity in the Center

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.
    • Staff and Volunteer Development: Build the capacity of staff and volunteers to be successful in their grantmaking role.
  • Deciding Together: Shifting Power and Resources Through Participatory Grantmaking

    Contains 1 Component(s)

    Funders are increasingly looking to engage the communities they serve in the grantmaking process, but there are few resources about how to do so. This guide from GrantCraft explores how funders can engage in participatory grantmaking and cede decision-making power about funding decisions to the very communities they aim to serve. Publication date: October 2018

    Funders are increasingly looking to engage the communities they serve in the grantmaking process, but there are few resources about how to do so. This guide from GrantCraft explores how funders can engage in participatory grantmaking and cede decision-making power about funding decisions to the very communities they aim to serve.

    The author defines participatory grantmaking, describes its core elements, and explores benefits and challenges.

    Publication date: October 2018

    Cynthia Gibson

    Principal

    Cynthesis Consulting

    ​Jen Bokoff

    Director of Stakeholder Engagement

    Foundation Center

    Jen Bokoff is the director of stakeholder engagement at Foundation Center. She develops partnerships and projects that build knowledge and strategy for grantmakers. She likes asking "so what?" to push Foundation Center's data-driven work to be as valuable and actionable as it can be to social sector changemakers. She also runs GrantCraft, a free service that taps the practical wisdom of funders to improve the collective knowledge of the philanthropy field. In her role, Jen regularly speaks at conferences and facilitates workshops with funders, and connects people to resources, ideas, and one another. A graduate of Tufts University, Jen studied community health and sociology. She serves on the Alumni Council as the chair of the development committee and also serves on an advisory committee for The Moth’s education programs. In her spare time, she is an amateur comedic improviser, avid Brooklyn nerd, and second base woman on Foundation Center's winning-in-spirit softball team.

    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.

    Lifecycle of a Grant Competencies

    • Planning and Pre-Grant: Apply the grantmaker values, mission, and goals to ensure alignment of application process and guidelines.
    • Planning and Pre-Grant: Design and implement the review process to support an informed grant decision.
    • Award and Monitoring: Establish mutual expectations between the grantmaker and grantee to support success.
    • Post-Grant: Review Grantmaking to determine success in meeting goals and objectives.

  • Assessing Nonprofit Capacity: A Guide to Tools and a Database of Tools

    Contains 1 Component(s)

    Nonprofits come in all different shapes and sizes. They have different program and geographic areas, staff and budget sizes, and approaches to their work. They also have something important in common: the need to be a healthy organization to effectively provide services, conduct research, and adapt to emerging needs. But what is the best way to gauge whether an organization is healthy? Publication date: October 2017

    Nonprofits come in all different shapes and sizes. They have different program and geographic areas, staff and budget sizes, and approaches to their work. They also have something important in common: the need to be a healthy organization to effectively provide services, conduct research, and adapt to emerging needs.  But what is the best way to gauge whether an organization is healthy?

    Organizational assessment tools often gauge an organization’s strategic focus, leadership and management, governance, human resource capacity, financial and fundraising structure, and learning and evaluation ability. These tools support a nonprofit to assess and determine which capacity areas need to be strengthened, and can facilitate important discussions among leadership, board, and staff to help shape resulting priorities.

    Includes tools, checklists and guides, as well as a memo describing tool types and best practices based on user experience interviews.

    Publication date: October 2017

    Prithi Trivedi​

    ​Program Fellow, Effective Philanthropy Group

    William and Flora Hewlett Foundation

    Jennifer Wei

    Organizational Effectiveness Officer, Effective Philanthropy Group

    William and Flora Hewlett Foundation

    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.

  • Expectations for All

    Contains 1 Component(s)

    Alice Cottingham examines the question of nonprofits merging as a way to streamline. Publication date: October 3, 2018

    Alice Cottingham examines the question of nonprofits merging as a way to streamline.

    Publication date: October 3, 2018

    Alice Cottingham

    Consultant to Grantmaking Foundations

  • How to Apply Trust-Based Philanthropy in Any Role

    Contains 3 Component(s)

    Presenter Pia Infante breaks down the framework and share ways that you can embody the practices towards building more trusting relationships with the organizations you interact with on a day to day basis. Original air date: September 25, 2018

    Presenter Pia Infante breaks down the framework and share ways that you can embody the practices towards building more trusting relationships with the organizations you interact with on a day to day basis.

    Trust-based philanthropy is being embraced by a growing number of foundations as a way to mitigate power imbalances between funders and nonprofits. Driven by the central philosophy that funders should approach grantee relationships from a place of trust rather than distrust, the trust-based framework encourages multi-year unrestricted funding, streamlined reporting, and transparent and responsive communication. At first glance, it may seem that trust-based practices can only be instituted by foundation leadership and/or senior management; however, the reality is that every grantmaking professional – regardless of role – has the ability to embody aspects of this framework.

    Viewers will:

    • Develop a deeper understanding of the 7 principles of trust-based philanthropy
    • Understand how to apply some of the principles in their day-to-day work
    • Receive tools and tips to engage in conversations about trust-based philanthropy with colleagues


    Pia Infante

    Co-Executive Director

    The Whitman Institute

    Pia draws on decades of multi-sector experience as an educator, facilitator, organizational development consultant, executive coach, non-profit manager, business owner, writer and speaker to advocate for trust-based practice. Pia proudly serves as the Board Chair for the Center for Media Justice. She is on Faculty for the M.A. in Leadership Sustainability at the University of Vermont’s Rubenstein School of Environment and Natural Resources as well as Thousand Currents Academy. Pia is an I.C.F. certified executive leadership coach, holds a M.A. from the New School for Social Research, and a B.A. from the University of California at Berkeley.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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

  • Making It Count: The Evolution of the Ford Foundation’s Diversity Data Collection

    Contains 1 Component(s)

    Ford decided to revise their entire proposal process, including questions about DEI. In doing so, they reexamined their intentions and their own DEI goals. Original air date: September 20, 2018

    Ford decided to revise their entire proposal process, including questions about DEI. In doing so, they reexamined their intentions and their own DEI goals. 

    Moving to a new grantmaking system gave Ford the opportunity to rethink the diversity questions as they overhauled and redesigned the grantmaking process. They also determined why they were collecting the data, and what data to focus on.

    Original air date: September 20, 2018

    ​Megan Morrison

    Officer, Strategy and Learning

    Ford Foundation

    ​Chris Cardona

    Program Officer, Philanthropy

    Ford Foundation

    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

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

  • Ask Dr. Streamline – Setting a Good Example: Part II

    Contains 1 Component(s)

    How do we hold grantees accountable without making the application process overly burdensome? Publication date: September 19, 2018

    How do we hold grantees accountable without making the application process overly burdensome?

    Dr. Streamline says to be sure measures or “metrics” are useful to the grantee as well as realistic, and to think about different way to get information besides reports.

    Publication date: September 19, 2018

    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.

    Grants Management Professional Competency Model

    Lifecycle of a Grant Competencies

    • Planning and Pre-Grant: Apply the grantmaker values, mission, and goals to ensure alignment of application process and guidelines.
    • Planning and Pre-Grant: Design and implement the review process to support an informed grant decision.
      Award and Monitoring: Establish mutual expectations between the grantmaker and grantee to support success.
      Post-Grant: Review grantmaking to determine success in meeting goals and objectives.

  • Resetting the Grantor-Grantee Relationship

    Contains 1 Component(s)

    Simple changes in mindset and behavior can break the cycle of strain and mistrust in grantor-grantee relationships. Publication date: September 20, 2018

    Simple changes in mindset and behavior can break the cycle of strain and mistrust in grantor-grantee relationships.

    Publication date: September 20, 2018

    ​Matthew Forti

    Managing Director

    One Acre Fund USA

    ​Dave Peery

    Managing Director

    Peery Foundation

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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

  • Getting the Real Story from Nonprofit Financials

    Contains 2 Component(s)

    Financials are just one piece of the story when considering whether or not to make a grant. Coupled with open conversation, financials can provide insights into a nonprofit’s financial situation, sustainability, and overall organizational capacity. Learn how to look at nonprofit financials beyond the numbers and with an eye toward trends in the field. Original air date: September 18, 2018

    Financials are just one piece of the story when considering whether or not to make a grant. Coupled with open conversation, financials can provide insights into a nonprofit’s financial situation, sustainability, and overall organizational capacity. Learn how to look at nonprofit financials beyond the numbers and with an eye toward trends in the field.

    Viewers will:

    • Learn how to recognize signs of a financially healthy nonprofit, with a focus on an organization’s unique circumstances
    • Understand how to engage nonprofits in conversations about their financial situation and true needs
    • Identify financial red flags that warrant further conversation and understand how to formulate appropriate questions based on those red flags

    Original air date: September 18, 2018

    ​Hilda Polanco

    Founder and CEO

    Fiscal Management Associates (FMA)

    Hilda is the founder and CEO of FMA, the go-to capacity building firm that foundation and nonprofit leaders seek when evaluating the efficiency and effectiveness of their operations. Hilda has provided extensive training and advisory services focused on improving and aligning specific grantmaking systems with best-practices nationwide, as well as creating a common language among funders and grantees. 

    Hilda graduated from New York University with a B.A. in Accounting and began her career with Ernst & Young where she ascended to Manager before leaving to build a firm that would serve the particular needs of the nonprofit sector. In 1999, that firm became FMA.

    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.

    Lifecycle of a Grant Competencies

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

  • Becoming a Paperless Foundation

    Contains 2 Component(s)

    Explore the crucial steps you must take to take your paper records digital—and uncover the potential barriers (and solutions) to becoming a fully paperless organization. Original air date: September 12, 2018

    Explore the crucial steps you must take to take your paper records digital—and uncover the potential barriers (and solutions) to becoming a fully paperless organization.

    A presentation of the Florida and Southeast Regional Chapters.

    Original air date: September 12, 2018

    Sheila Kappeler-Finn

    CEO and Founder

    Duende Consulting

    Jeanne Petty

    Project Manager

    Appligent Document Solutions, Inc.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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