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756 Results

  • The Future of Donor-Advised Funds

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    The growth of donor-advised funds has significantly affected charitable giving throughout the country. To some, donor-advised funds exert an outsized influence on local giving: Popular programs, like the arts, receive support while less popular ones, like prison reform, do not. Donor-advised funds are criticized for low payout rates. Yet these funds disburse approximately 20 percent of their assets annually—higher than the 5 percent rate private foundations are required to give each year. How can public charities and community foundations find a balance between their missions and the wishes of donor advisors? Find out.

    Participants will learn about:

    Why endowments matter

    The value of a strong mission statement or grantmaking strategy in working productively with donor advisors

    Educating donors on community needs that may not be popular areas for giving

    Drivers behind the push for payout rules

    Shermane Bilal

    Senior Manager, Grants and Funds

    Rockefeller Philanthropy Advisors

    Shermane has more than 20 years of experience in family philanthropy, nonprofit management, fiscal sponsorship and grants administration at Rockefeller Philanthropy Advisors. As senior manager of grants & funds, she oversees RPA's grants administration unit and manages the grantmaking programs of individual donors, collaborative charitable giving vehicles, and the Marilyn M. Simpson Charitable Lead Trusts. She is also responsible for the content and development of RockLinks, a quarterly publication created exclusively for the Rockefeller family by RPA. Shermane currently serves on the board of directors of the Dropbox Foundation. She's also served on the Board of the Arab-American Family Support Center; Program Committee of Grantmakers for Children, Youth and Families; Association of Black Foundation Executives; and the Increasing and Diversifying Philanthropy Committee of the New York Regional Association of Grantmakers.

    Elizabeth Donohue

    Grant Administrator

    Rockefeller Philanthropy Advisors

    Liz joined the Sponsored Projects and Funds team in April 2014 and is responsible for processing grant recommendations on behalf of RPA’s donor-advised fund and sponsored project clients to grantees around the world. She partners with the Advisory team and serves as a resource for due diligence and compliance questions, ensures procedures reflect grantmaking best practices, and works to improve the grants management database.

    Liz graduated from Fordham University with a B.S. in Business Administration and is pursuing a Masters of Public Administration at Baruch College. She was on the Steering Committee for the New York Regional Chapter of PEAK Grantmaking for 3 years and presents at the annual conference. She is on the Young Professionals Board of Back on My Feet New York City, an organization devoted to empowering individuals experiencing homelessness through running. She is a proud Brooklynite and an avid long-distance runner.

    Ashley Hezel

    Grants Manager

    The Pittsburgh Foundation

    Ashley joined The Pittsburgh Foundation in 2016 as the grants manager and is responsible for the oversight and management of the granting process of the foundation. This process includes shepherding grants from proposal to payment/declination and closure and working collaboratively across the multiple departments and constituents with a deep understanding of the needs of grantees, donors, and other stakeholders to ensure that those perspectives are incorporated in the grants process.

    Ashley has almost 15 years of experience working in project, finance and grant management. Before joining the foundation, she worked for the U.S. Embassy in Stockholm, Sweden, in various project and finance management roles. She earned her master’s in public and nonprofit management from the University of Pittsburgh’s Graduate School of Public and International Affairs and a bachelor’s in business management from Belmont University.

    Liza Lagunoff

    Director, Grants Budgeting

    The New York Community Trust

    Maggie Murphy

    Grants Manager

    The New York Community Trust

    Colin Richardson

    Director of Grants Administration

    The San Francisco Foundation

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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

  • Why Curiosity Matters

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Do you consider yourself a curious person? Do you encourage those you work with to stay curious? Curiosity can change the way we work. Why? New research shows that curiosity is vital to an organization’s performance. Examine how to nurture curiosity throughout your organization and translate it into success in grantmaking.

    Participants will learn about:

    Results from the 2019 Curiosity in Grantmaking survey

    The benefits of curiosity for grantmakers

    New ways to foster curiosity within organizations and careers

    Erin Pinkus

    Research Scientist

    SurveyMonkey

    Erin Pinkus is a currently a research scientist at SurveyMonkey. She has spent several years with AARP’s State Research Department working primarily on telephone and mail surveys for state level issues impacting people ages 50+. She has also worked for the County of Orange on criminal justice reform research and evaluation projects. Erin has a Masters in Psychology from American University and earned both a Bachelors in Psychology and in Criminology at UC Irvine.

    Nichole Vine

    Content Marketing Manager

    SurveyMonkey

    Nichole first joined the SurveyMonkey Sales Development team in 2015, channeling her background in journalism and sales to connect with customers and understand their goals. After hearing hundreds of customer stories and talking to nonprofits across the globe, Nichole decided to move into content marketing where she could tell the stories of organizations making a true impact in the world. As the content marketing manager today, Nichole continues to interact with Apply customers on a daily basis to collect insights, feedback and stories from our most trusted users.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Communications: Listen to others and communicate effectively.
    • Strategic Management: Promote organizational mission and goals and inspire colleagues to achieve them.

  • Aligning Investment Strategy and Grantmaking Operations

    Contains 1 Component(s)

    Sessions materials for PEAK2019.

    Sessions materials for PEAK2019.

    Private foundations often sit on endowments, giving them security and the ability to make grants to causes aligned with their missions. However, the investment arms of foundations frequently are treated as separate units rather than as strategically aligned partners. Over the last two years, the Helmsley Charitable Trust has worked across its grants management, investment, finance, and program departments to better align its investment strategy and grantmaking operations. While the Trust has more work to do, staff have learned that integrating these functions can lead to positive impacts for grantees and the issues about which a mission-driven organization cares.

    Participants will learn about:

    The interrelatedness of investment and grantmaking portfolios

    Improving grantmakers’ work through increased communication and collaboration

    Tools to start integrating investment and grantmaking at their foundations

    ​Christopher Percopo

    Director of Grants Management and Special Program Operations

    The Leona M. and Harry B. Helmsley Charitable Trust


    Christopher Rapcewicz

    Director of Risk and Investment Operations

    The Leona M. and Harry B. Helmsley Charitable Trust

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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

  • Another Way: Exploring New Tools to Simplify and Streamline Your Work

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Right now, you may be getting work done through workarounds, backward connections between systems, elaborate hacks, or alternative methods that are time-consuming and not always exactly right. What if there was another way—an integrated, collaborative, and streamlined approach to get work done? Consider GivingData features that can help you work in more efficient and streamlined ways.

    Participants will learn about:

    Tools GivingData is building to support new ways of working

    New approaches to work from other funders

    Challenges and alternative solutions

    Roberto Cremonini

    Senior Partner

    GivingData

    Roberto Cremonini is a senior partner at GivingData where he leads the Strategic Services Team. Before joining GivingData, Roberto founded Cremonini Consulting Network and worked with foundations and nonprofits to help them assess and improve their grantmaking, knowledge, learning, and evaluation practices. Between 2003 and 2010, Roberto was Chief Knowledge & Learning Officer at the Barr Foundation where he managed the team responsible for strategy, evaluation, communications, and Information Technology. Roberto is a former trustee of Grantmakers for Effective Organizations (GEO), the Cambridge Community Foundation, and José Mateo Ballet Theatre. He received his MS in electrical engineering, summa cum laude, and his Ph.D. in Artificial Intelligence from the University of Bologna. He holds an MBA from the MIT Sloan School of Management.

    Alfred Gracombe

    President and Founding Partner

    GivingData

    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.

  • Compliance as a Strategic Tool in Complex Grantmaking

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    In complex grantmaking or grantmaking in complicated situations, compliance is a pivotal tool. In fact, used strategically, compliance can help transform the work of a foundation. This session will offer ideas for seamlessly integrating compliance tools into some of the most complex grantmaking scenarios, so foundations make more effective and deliberate grants. The session will also highlight the critical role compliance plays in grantee capacity building, grassroot movements, flexible funding, fiscal intermediaries, and complex regulatory environments. Surprised? You won’t be after this session.

    Participants will learn about:

    Key compliance tools available to strengthen donor collaboratives and grassroot organizations

    The compliance landscape for funding, both within and outside of the United States

    Grantees’ governance responsibilities

    Frameworks to inform capacity-building grantmaking

    A. Nicole Campbell

    Chief Executive Officer

    Build Up Advisory Group

    A. Nicole Campbell is a senior advisor who has provided strategic legal, governance, and operational guidance for two of the world’s most prominent philanthropists. With over a decade of experience in the public and private sectors, Nic is adept at working within complex global structures, developing nonprofit organizations from concept phase to full independence, and designing and implementing funding and governance structures for grantees, donors, and collaboratives.

    Nic is founder and CEO of Build Up Advisory Group, a bespoke consulting firm that helps philanthropists, philanthropies, and social sector organizations manage risk in their governance, grant making, and operational infrastructure. She is also President of Build Up, Inc., a fiscal sponsor that incubates and supports transformational projects.

    Nic received her B.S. from M.I.T., her J.D. from Northeastern University School of Law, and her LL.M. in Taxation from NYU School of Law.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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

  • Elevating the Grants Role through Strategic and Change Management Leadership

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Whether you’re implementing a new grants system, “selling” a new policy, or trying to streamline processes, the most important factor for successful adoption is change management.  In this interactive session, a panel of experienced grant managers, as well as grants managers-turned-consultants, will provide concrete tips on effecting positive change within your organization.

    Attendees will learn:

    How to introduce and build buy-in for change with alignment of your organization's mission and value

    The “change chili” ingredients necessary to ensure that your stakeholders accept, embrace, and be engaged in the change

    How to incorporate change management concepts in every step of a project

    How to leverage and elevate your grants management role to become a change leader

    Margaret Egan

    Principal

    Egan Consulting

    Margaret M. Egan has been committed to the nonprofit sector for over 20 years. She has held professional positions at several philanthropic Foundations, including the Surdna Foundation, Inc., Rosie’s For All Kids Foundation and the Doris Duke Charitable Foundation. Ms. Egan founded Egan Consulting in 1996 and has provided services to over 45 philanthropic Foundations as well as many other nonprofit organizations. Margaret is respected in the fields of grants administration, knowledge management, organizational development, information technology, social media and sustainable nonprofit business practices. Egan Consulting is known for excellence in project management, systems creation, program development and evaluation as well as strategies addressing business process improvement.

    Chindaly Griffith

    President

    Streamline Consulting

    Chindaly Griffith started Streamlife Consulting, LLC, in 2016 with a specialty in advising foundations in various project management functions. This includes the following core services to evolve any grants management process, such as capacity building for grants administration staff; grants management systems (GMS) evaluation and configuration with recommended technology platforms. With 25 years of hands-on expertise across corporate foundations, family foundations, private foundations, nonprofits, and donor-advised funds, she understands how complex it is to give back effectively and the importance of investing in causes to change lives and make a difference.

    Adam Liebling

    Director of Grants Management

    Robert Wood Johnson Foundation

    Adam Liebling is a grants management professional with 20 years of grantmaking experience in human rights and social justice, animal welfare, health/science research and policy, humanitarian and disaster response, and education. In his spare time, Adam enjoys traveling with his partner Jasmyn and playing with their cat, Theodorable Buttingtons.

    Ursula Stewart

    Grants Manager

    New York State Health Foundation

    At NYSHealth, Ursula ensures that best practices are followed in compliance with regulatory and audit requirements; and oversees the overall success of the database environment by implementing strategic solutions to continuously enhance NYSHealth processes.

    Ursula has 30 yrs of grants management and database experience. She was recently recognized by Salesforce with a Trailblazer Award for leading NYSHealth’s innovative use of its grants management system. She has presented at philanthropic and technology conferences and events; and provides strategic analysis of processes and data management expertise to philanthropic organizations. She co-chaired the 2016 PEAK Grantmaking Conference; and was co-chair of the Grants Managers Network and led its transition to a national nonprofit organization.

    Ursula served as an advisory board member for PEAK Grantmaking’s New York region and chaired its program and membership committees. Ursula studied French horn and music composition at the Juilliard School.

    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.
    • 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.

  • Facilitating Difficult Conversations in the Workplace

    Contains 4 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Interested in taking your communication or meeting facilitation skills up a notch? This is the session for you. Participants will learn communication tools that diffuse tension, mitigate conflict, maximize understanding between colleagues, and keep the conversation moving forward. The skills in this workshop will prevent people from reaching premature solutions that tend to be less effective and less than ideal.

    Participants will learn about:

    How to navigate a conversation that is “position based” into one that is “interest based”

    Diffusing tension in a meeting that’s getting overheated

    Navigating a conversation involving co-workers struggling to work well together

    How to dissolve power dynamics in a room

    Using conversation facilitation skills to resolve conflict

    Erin Speltz

    Mediator

    Conflict Resolution Center

    Erin is a Qualified Neutral under Rule 114 in the state of Minnesota where she volunteers as a trained mediator with the Conflict Resolution Center. In this role she helps parties reach mediated agreements by facilitating critical communications between conflicted parties. She likewise promotes constructive dialogue for the city of Minneapolis’ 2040 Rule that determines housing ordinances each decade.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Communications: Listen to others and communicate effectively.
    • 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.

  • Foundation Support for Nonprofit Advocacy

    Contains 3 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Not sure how to make the case for funding advocacy? Uncertain whether you can fund grantees that lobby? Wondering whether your public or private foundation can speak out on an issue? Discover the answers to these questions and more—for public and private foundations.

    Participants will learn about:

    Reasons for public and private foundations to support advocacy

    Activities that constitute advocacy and public policy work

    Various advocacy roles for foundations

    Definitions of lobbying

    Activities that are exceptions to the definitions of lobbying

    Rules for private and public foundation grants to nonprofits that lobby

    Grant agreement language that permits support for policy work

    Permissible private and public foundation support for election-related activities

    Alison Friedman Phillips

    Manager of Programs

    The Women's Foundation of Colorado

    Born in Colorado, Alison loves the outdoors and western ideals. In her current role, she manages programs at The Women’s Foundation of Colorado. This gives her the privilege of making grants to nonprofits, diving deep into research, and advocating at the state capitol on behalf of Colorado’s women and their families. Before that she lived in Washington, D.C., and spent time as an intern in the education policy program at New America and in the office of the Honorable Michael Bennet. And even before that she lived and worked in the beautiful Roaring Fork Valley serving as a development officer at Aspen Community Foundation. Alison earned a Master of Public Policy from The George Washington University and a Bachelors of Arts in political science with minors in business administration and nonprofit administration from the University of Oregon. She loves pop culture, politics, and philanthropy and lives in the Baker neighborhood with her partner and their corgi, Albus Dumbledog.

    Sara Guillaume

    Senior Director of Grantmaking Operations

    Colorado Health Foundation

    Sara is passionate about building stronger communities and helping people thrive. She has been in the grantmaking field for more than 15 years. Prior to joining the Colorado Health Foundation in 2008, Sara administered federal and local grant funds, and provided consulting services to build the capacity of nonprofit organizations.

    Sara is responsible for leading the operations related to the Foundation’s complete grantmaking process, from application to final report. She oversees a team that is focused on compliance, the customer experience, process design, and grant data reporting. She works collaboratively across the organization to design programs and systems that align the Foundation’s operations with its strategy. 

    As a lifelong Coloradan, Sara has a BA in Psychology from the University of Colorado and a Master of Nonprofit Management from Denver's Regis University. She is a Stanford University Certified Project Manager, and has a black belt in Process Improvement.

    Carlos Martinez

    Executive Director

    Latino Community Foundation of Colorado

    Mr. Martinez is the president/CEO of the Latino Community Foundation of Colorado (LCFC). He directs the LCFC’s efforts to expand philanthropy by Latinos, advance the foundation’s vision of building the civic power of Latinos in Colorado and oversees the foundation’s work in building a vibrant narrative for the Latino community of Colorado. 

    Mr. Martinez has held various executive positions and led the transformation of several non-profit organizations in Colorado, California and Massachusetts. In additional, he has also worked in philanthropy at the executive level and is creative in developing philanthropic engagement opportunities for individuals, foundations and corporations that translate into strategic investments in community for wide-reaching impact. He is an advocate of leadership programs and has been instrumental in the development and teaching of several non-profit local and national programs as well as been an adjunct professor on management/leadership courses.

    Natalie Roetzel Ossenfort

    Director, Texas Office

    Alliance for Justice

    Natalie Ossenfort is the director of Alliance for Justice's Texas office, where she works with nonprofits and foundations to build their capacity to advocate both lawfully and effectively. Prior to her work with the organization, she helped to create and run the Innocence Project of Texas, a nonprofit dedicated to freeing those wrongfully convicted of crimes in the state. At IPTX, Natalie held both executive director and chief staff attorney positions, and she specialized in the litigation of cases involving the use of DNA evidence. She also worked with the organization to successfully advocate on behalf of reforms designed to reduce the number of wrongful convictions and assist those reentering society after lengthy terms of unjust confinement. Natalie obtained her law degree from the Texas Wesleyan University School of Law in Fort Worth, Texas. She earned her undergraduate B.A. from Trinity University in San Antonio, where she majored in political science.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Knowledge Management: Capture and apply knowledge to promote learning and improvement.
    • Strategic Management: Promote organizational mission and goals and inspire colleagues to achieve them.

  • Implementing Equitable Grantmaking Practices

    Contains 2 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Forget best practices. Well, at least set them aside for now. Many of those practices could support the status quo. If we were to design the grantmaking process to contribute to a more just and equitable world, what would that look like? This session will identify the types of grantmaking practices that support—or hinder—equity. Participate in a design-thinking exercise to prepare to lead change inside an organization.

    Participants will learn about:

    Practices that support more equitable grantmaking

    Overcoming organizational barriers to change

    Possible next steps toward greater alignment between grantmaking practices and the values of diversity, equity, and inclusion

    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.

    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.

  • Navigating Faith and Regulation: Compliance and Competency in Religious Grantmaking

    Contains 2 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    In 2017, 75 percent of all giving in the United States was directed to houses of worship or religious-oriented charities. According to the Giving USA Special Report on Religion, religious motivation not only serves as the basis for many philanthropic decisions but also as one of the strongest predictors of charitable giving across all non-profit subsectors. Despite religion’s important role in charitable giving, many secular foundations shy away from making grants to religious organizations due to the ambiguity around determining whether houses of worship or other religious organizations are considered charities for federal tax purposes. Explore tactics for reaching a broader and more diverse community of grantees by including religious organizations. Identify strategies for minimizing risk in faith-based giving. Hear about the experience of a leading, national faith-based grantmaker in developing due diligence for religious institutions.

    Participants will learn about:

    The IRS definition of church structure and 14 characteristics of a house of worship or religious-oriented charity

    Practices that allow foundations to meet IRS regulations for grants to faith-based organizations

    Tips for addressing due-diligence scenarios in religious grantmaking, e.g. group exemptions, independent congregations, and individual missionary support

    Kaitlin Ostlie

    Grants Associate

    InFaith Community Foundation

    Kaitlin Ostlie started her career in philanthropy working for the Minnesota Council on Foundations in 2011. In late 2014, she joined InFaith Community Foundation team as their grants associate where she is responsible for supporting all grantmaking activities across the Foundation, including due diligence and compliance for grants from donor advised funds and community foundation initiatives. During her time at InFaith, Kaitlin has helped streamline the grantmaking process, implemented and improved due diligence procedures for church and church-affiliated grantees, and provided project management for grant initiatives. Kaitlin received her B.A. in East Asian Studies and Anthropology from Hamline University in Saint Paul, Minnesota, and is an active member of the PEAK Grantmaking Minnesota Steering Committee.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.
    • Strategic Management: Promote organizational mission and goals and inspire colleagues to achieve them.