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756 Results

  • Staffing Grants Management: Defining the Standards for Philanthropy

    Contains 1 Component(s)

    As philanthropy has grown in the United States and elsewhere, grants management has evolved from a collection of needed but ill-defined duties to one of strategic responsibilities that impact all facets of a foundation's work. Today, professional foundations recognize that grants management forms a critical component of their organization’s structure. This report will help provide clarity on how to best structure this vital function.

    The staffing needs and duties of the grants management function vary between foundations. This booklet was created as a guide to inform the philanthropic community about the diverse tasks assigned to – and staffing needs necessary for – the grants management function. It defines the numerous roles of grants management and its importance as the department in a foundation in which program, finance, communications, application, approval and administrative functions overlap.

  • The Paper Diet: A New Way to (Not) Think About Paper

    Contains 1 Component(s)

    A group of GMN members—-just under 100 individuals from organizations of all sizes-—agreed to tell us about their paper usage. Publication date: January 2013

    Based on the initial Paper Diet survey (August 2011) and the subsequent follow up survey (January 2012), grantmakers’ paperless processes reflected some movement toward less use of paper but also demonstrated significant ambiguity about the purpose and benefits of using less paper.

  • U.S. Department of the Treasury Anti-Terrorist Financing Guidelines: Voluntary Best Practices for U.S.-Based Charities

    Contains 1 Component(s)

    Anti-terrorist financing guidelines. Publication date: September 2006

    The guidelines are designed to enhance awareness in the donor and charitable communities of the kinds of practices that charities may adopt to reduce the risk of terrorist financing or abuse.

  • Project Streamline: Cheat Sheet

    Contains 1 Component(s)

    Use this one-page document to review Project Streamline strategies.

    This cheat sheet outlines the four core principles, six key questions, and the five practices that matter most in streamlining.

  • Successful Structures: Rethinking the Role of Grants Management

    Contains 7 Component(s)

    In these organizations, thoughtful conversations about how to make grants most effectively are everyone’s business: programs, operations, finance, and executive staff work together to analyze and improve grantmaking practice.

    Effective grantmaking organizations deliberately connect the “how” of grantmaking to strategy and impact. In these organizations, the practices, processes, and systems that get money out the door to support important work in communities are informed, assessed, and strengthened using timely data about grantmaking effectiveness. In these organizations, thoughtful conversations about how to make grants most effectively are everyone’s business: programs, operations, finance, and executive staff work together to analyze and improve grantmaking practice.

    Today – and even more so, in the future – the role of grants manager is shifting to meet the needs of the 21st century foundation. Grants managers are perfecting the due-diligence, record-keeping, monitoring, and customer service elements of their work while embracing new roles as process specialists, data analysts, relationship experts, troubleshooters, and quality control officers. Many serve on the front lines of organizational learning and strategy. As foundations adapt and expand grants management – while preserving critical aspects of its traditional function – a number of foundations have created successful structures to scaffold this shift.

    Case Studies:

    • Blue Shield of California Foundation: Using Grants Management to Amplify Organizational Impact
    • Bush Foundation: Grants Management at the Intersection of Optimism and Impact
    • AARP Foundation: Grants Management at the Intersection of Culture and Impact
    • Hill-Snowdon Foundation: Small But Mighty: Exercising Out-Sized Influence

    Features:

    • Workbook and Discussion Guide
    • Workshop Presentation
  • Bank and Wire Transfer Instructions for Grant Recipients

    Contains 1 Component(s)

    Sample document for bank and wire transfers.

    Sample document for bank and wire transfers.

  • Demographic Information Categories

    Contains 1 Component(s)

    Demographic information collected during the application process. Template shared by PEAK Grantmaking member.

    Demographic information collected during the application process. Template shared by PEAK Grantmaking member.

  • Categories for Collecting Demographic Information

    Contains 1 Component(s)

    Demographic information collected during the application process.

    Demographic information collected during the application process.

  • Devil Is in the Data Details: Quality Control Checklist

    Contains 1 Component(s)

    Sample quality control checklist for grants management systems. Provided as part of the December 2015 webinar presentation "Devil Is in the Details."

    Grants management systems perform many functions not least of which is the collection of data. However, data quality assurance needs people to tend to the data with rigor and intention. This systematic care of data ensures the information is accurate at a granular level and can become meaningful big data. The presentation will feature tools and approaches to quality control at three different foundations.

    Allison Gister

    Director, Grants and Knowledge Management

    Conrad N. Hilton Foundation

    Allison Gister leads the Conrad N. Hilton Foundation’s grants management team, overseeing systems and applying best practices for effective, efficient, and knowledgeable grantmaking that aligns with Foundation requirements and complies with IRS regulations. She also partners with leadership and others to further develop an innovative knowledge management strategy to foster learning, communication, and decision making.

    Prior to joining the foundation, Gister spent more than eight years at the Annenberg Foundation, most recently serving as grants manager, where she also provided programmatic support to members of the board of directors. Gister earned a bachelor’s degree in History from Washington University in St. Louis, and is currently pursuing a master’s of science in social entrepreneurship degree at the University of Southern California’s Marshall School of Business.

    ​Meridian Napoli

    Director of Grants Management

    Houston Endowment Inc.

    ​Shelly Smith

    Manager of Giving Data & Analytics

    Comcast Corporation

  • Devil Is in the Data Details: Quality Control Formulas

    Contains 1 Component(s)

    Sample quality control formulas. Provided as part of the December 2015 webinar presentation "Devil Is in the Data Details."

    Grants management systems perform many functions not least of which is the collection of data. However, data quality assurance needs people to tend to the data with rigor and intention. This systematic care of data ensures the information is accurate at a granular level and can become meaningful big data. The presentation will feature tools and approaches to quality control at three different foundations.

    Allison Gister

    Director, Grants and Knowledge Management

    Conrad N. Hilton Foundation

    Allison Gister leads the Conrad N. Hilton Foundation’s grants management team, overseeing systems and applying best practices for effective, efficient, and knowledgeable grantmaking that aligns with Foundation requirements and complies with IRS regulations. She also partners with leadership and others to further develop an innovative knowledge management strategy to foster learning, communication, and decision making.

    Prior to joining the foundation, Gister spent more than eight years at the Annenberg Foundation, most recently serving as grants manager, where she also provided programmatic support to members of the board of directors. Gister earned a bachelor’s degree in History from Washington University in St. Louis, and is currently pursuing a master’s of science in social entrepreneurship degree at the University of Southern California’s Marshall School of Business.

    ​Meridian Napoli

    Director of Grants Management

    Houston Endowment Inc.

    ​Shelly Smith

    Manager of Giving Data & Analytics

    Comcast Corporation