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Operationalizing a Focus on Equity
Contains 2 Component(s)Session materials for PEAK2019.
Session materials for PEAK2019.
Recently, many foundations have increased their focus on the issue of equity—changing their grantmaking priorities and program areas, engaging in listening tours, and pooling resources to advance one of the most important issues of our time. In the end, however, just changing what grantmakers fund will not be enough. We also need to change how grantmakers fund, if we want to move the needle on equity. We will never achieve our goals with outdated grantmaking practices and policies that neglect investments in capacity and infrastructure. When funding doesn’t cover the full cost of delivering programs, nonprofits close the gap through sweat equity; they overwork and underpay their people, relying on volunteer and in-kind support. How can funders adapt their application processes, due diligence work, and overall grantmaking approach to better support impact without exploiting the sweat equity of their grantees? Engage in a dialogue on revitalizing grantmaking to better support equity goals.
Participants will learn about:
The value of the how and the why, when applying an equity lens to grantmaking
Adapting application, due diligence, and grants management processes to better support equity outcomes
The capacity and business needs of community-based organizations serving economically and socially disadvantaged communities
David Greco
President and CEO
Social Sector Partners
David Greco is a nationally recognized speaker, author and consultant on creating a more sustainable and effective social sector. He brings more than 25 years of experience in in driving the growth and impact of social sector organizations. In 2013, David founded Social Sector Partners to provide training and capacity building support to funders and nonprofits to develop a culture of sustainability that incorporates real cost, sustainable business models, and a focus on impact.
He is a professor with Pepperdine University in the Master in Arts in Social Entrepreneurship and Change program and the author of "Think Money! Ending the Culture of Scarcity and Achieving Real Impact."Grants Management Professional Competency Model
Cross-Cutting Competencies
- Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.
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Data Is Not Enough: How Learning Drives Impact
Contains 2 Component(s)Becoming a learning organization is a hugely challenging process for many organizations though. It involves data, technology, culture, processes, people. In this webinar we will introduce concepts to help move your organization towards becoming a learning culture. We will talk about how all these elements must fit together and work towards a culture that values learning. Original air date: February 12, 2019
In order for us to be more impactful organizations, we need to be reflective and learn how to do our work better. Becoming a learning organization is a hugely challenging process for many organizations though. It involves data, technology, culture, processes, people. In this webinar we will introduce concepts to help move your organization towards becoming a learning culture. We will talk about how all these elements must fit together and work towards a culture that values learning.
Participants will learn the:
- Framework to move from data to insight to action
- Common pitfalls for creating a learning organization
- Ideas to create a culture of evidence
Original air date: February 12, 2019
Andrew Means
Founder
Big Elephant Studios
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 all staff and volunteers to be successful in their grantmaking role.
- Technology Management: Apply technology solutions to grantmaking to support grantmaker, applicant, and grantee success.
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Empowerment in the Midst of Change
Contains 2 Component(s)When faced with unexpected changes, we can find ourselves feeling out of control, anxious, frustrated, or resentful. These feelings come from our belief that we are losing the power to choose what is best for us. What if there was another way to see unexpected changes in our lives that allow us to take our power back without making anyone wrong in the process? Learn how we can shift our beliefs in ways that allow us to generate everything we need to succeed and be fully empowerment in the middle of ongoing change. Original air date: January 15, 2019
What is it that makes it so difficult for us to navigate changes that we did not initiate? When faced with unexpected changes, we can find ourselves feeling out of control, anxious, frustrated, or resentful. These feelings come from our belief that we are losing the power to choose what is best for us. What if there was another way to see unexpected changes in our lives that allow us to take our power back without making anyone wrong in the process? Learn how we can shift our beliefs in ways that allow us to generate everything we need to succeed and be fully empowerment in the middle of ongoing change.
Participants of this webinar will:
- Identify and change the inner story we tell ourselves when we feel we have no choice
- Set and honor our limits with others in ways that are respectful to us and them
- Get what we want and need and no longer give from ‘obligation’ to others
Original air date: January 15, 2019
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
- 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.
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11 Trends in Philanthropy for 2019: Anticipate and Embrace What’s Next
Contains 1 Component(s)Experts and thought leaders from the Dorothy A. Johnson Center for Philanthropy — along with several members of our Leadership Council — have examined changes in the field and identified 11 trends in philanthropy we expect to see impacting our sector in 2019. Publication date: January 2019
Giving in the United States has now topped $400 billion. Countless community and national organizations are benefiting from a surge in public interest and a growing conviction that renewing our democracy will require that we work together. The entire ecosystem of philanthropy — nonprofits, foundations, donors, and volunteers — is rallying to the cause of civil society and cross-sector collaboration.
Yet, the challenges we face are formidable. They require concrete, data-driven strategies and a willingness to experiment, evaluate, and adjust. They require that we keep moving forward.
Experts and thought leaders from the Dorothy A. Johnson Center for Philanthropy — along with several members of our Leadership Council — have examined changes in the field and identified 11 trends in philanthropy we expect to see impacting our sector in 2019.
These trends cover a range of topics, from a marked growth in nonprofit media, to a downturn in religiosity, to ongoing uncertainty about the impact of 2017’s Tax Cuts and Jobs Act on the nonprofit sector. These “11 Trends in Philanthropy for 2019” will help you anticipate and embrace what’s next.
Publication date: January 2019
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.
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Using Online Donations to Strengthen Philanthropy in China
Contains 1 Component(s)There is no single path to successful digital philanthropy in China, but a new study provides six questions that stakeholders should ask themselves as they begin to develop their strategies. Publication date: January 22, 2019
There is no single path to successful digital philanthropy in China, but a new study provides six questions that stakeholders should ask themselves as they begin to develop their strategies.
Publication date: January 22, 2019
Ming Wong
Vice President of Asia Pacific
United Way Worldwide
Yin Chen
Partner
Bain & Company
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.
- Technology Management: Apply technology solutions to grantmaking to support grantmaker, applicant, and grantee success.
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Sharing Data Responsibly – A Conversation Guide for Funders
Contains 1 Component(s)Human rights funders collect a lot of data about their grantees – as well as the people that their grantees help. Sharing this data openly can help funders be transparent about their activities and highlight the impact of their grantees’ work. However, it can also increase risks to human rights work if data isn’t collected and managed responsibly. How can funders be transparent about the work they support, while making sure that they aren’t harming grantees or others? This guide is based on research conducted by Ariadne and The Engine Room. Publication date: October 2018
Human rights funders collect a lot of data about their grantees – as well as the people that their grantees help. Sharing this data openly can help funders be transparent about their activities and highlight the impact of their grantees’ work. However, it can also increase risks to human rights work if data isn’t collected and managed responsibly. How can funders be transparent about the work they support, while making sure that they aren’t harming grantees or others?
This guide is based on research conducted by Ariadne and The Engine Room.
Publication date: October 2018
Grants Management Professional Competency Model
Cross-Cutting Competencies
- Communications: Listen to others and communicate effectively.
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An Open-Data Approach to Transform Grantmaking
Contains 1 Component(s)Proposals for grants can offer a wealth of ideas and information to the nonprofit community, if foundations take the right steps. Publication date: Winter 2019
Proposals for grants can offer a wealth of ideas and information to the nonprofit community, if foundations take the right steps.
A recent collaboration of Foundation Center and the MacArthur Foundation gave the organizations the opportunity to experiment with opening up the grantmaking process itself. The result was the Solutions Bank, a free online resource allowing users to explore proposals by subject, population served, strategy, and relationship to one or more of the United Nations’ 17 Sustainable Development Goals.
Publication date: Winter 2019
Bradford K. Smith
President
Foundation Center
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.
- Technology Management: Apply technology solutions to grantmaking to support grantmaker, applicant, and grantee 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.
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Listening to the Community to Reimagine How a Foundation Delivers on Its Mission
Contains 1 Component(s)Based on feedback from community listening sessions and consultations with local experts, The San Francisco Foundation reshaped its grantmaking strategy and role in addressing the inequities facing Bay Area residents. Publication date: December 12, 2018
Based on feedback from community listening sessions and consultations with local experts, The San Francisco Foundation reshaped its grantmaking strategy and role in addressing the inequities facing Bay Area residents.
Publication date: December 12, 2018
Fred Blackwell
CEO
The San Francisco Foundation
Grants Management Professional Competency Model
Cross-Cutting Competencies
- Communications: Listen to others and communicate effectively.
- 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.
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10 Things Progressive Funders Must Learn from Conservative Ones, or We Are All Screwed
Contains 1 Component(s)Conservative funders focus on the big picture, act quickly, do not micromanage, provide significant general operating funds, fund for twenty or thirty years, support leaders and movements, engage in policy and politics, and treat grantees as equal partners. Progressive funders—with a few exceptions—intellectualize, are severely risk-averse, focus narrowly, fund isolated strategies and programs, avoid politics, and treat grantees like parasites and freeloaders. Publication date: December 10, 2018
Conservative funders focus on the big picture, act quickly, do not micromanage, provide significant general operating funds, fund for twenty or thirty years, support leaders and movements, engage in policy and politics, and treat grantees as equal partners. Progressive funders—with a few exceptions—intellectualize, are severely risk-averse, focus narrowly, fund isolated strategies and programs, avoid politics, and treat grantees like parasites and freeloaders.
Guess who have been winning? Who have been shaping all three branches of US government, along with the media, and controlling which conversations society engages in?
Publication date: December 10, 2018
Vu Le
Executive Director
Rainier Valley Corps
Grants Management Professional Competency Model
Cross-Cutting Competencies
- Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.
- Ethics, Integrity, and Accountability: Act with integrity and accountability.
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Grantmaking 2.0: Updating Helmsley’s Grantmaking Processes
Contains 2 Component(s)Experienced grantmakers interested in learning from other grantmakers about how they revised and updated their grants management practices will find this webinar helpful. Using the example of The Leona M. and Harry B. Helmsley Charitable Trust’s efforts to update their practices, the presenters share lessons learned and best practices for making your own practice updates. Original air date: December 4, 2018
Experienced grantmakers interested in learning from other grantmakers about how they revised and updated their grants management practices will find this webinar helpful. Using the example of The Leona M. and Harry B. Helmsley Charitable Trust’s efforts to update their practices, the presenters share lessons learned and best practices for making your own practice updates.
Viewers will:
- learn how to prepare for a grants management database system transition;
- understand how to engage departments across your organization; and
- hear best practices for process redesign.
Original air date: December 4, 2018
Anneka Preston
Grants Manager
The Leona M. and Harry B. Helmsley Charitable Trust
Anneka Preston is a grants manager at the Helmsley Charitable Trust. In this role, she is involved in performing due diligence for applicants and grantees to ensure grantmaking compliance across Helmsley’s programs. She also assists with maintaining the grants management database and providing technical assistance to applicants and grantees. Prior to joining Helmsley, Anneka was a client service associate at Lord, Abbett & Co. in Jersey City, NJ. Anneka has also served as an associate investment analyst at The American University in Cairo. Her professional work experience includes due diligence, client communications and relations, database management, reporting, and research. Anneka holds a Bachelor of Arts in International Relations from Manhattanville College where she studied abroad with the International Honors Program. She is an active volunteer and alumnus strongly believing in the importance of community building and engagement.
Adam Sanders
Grants Administrator
The Leona M. and Harry B. Helmsley Charitable Trust
Jeannine Corey
Senior Consultant and Partner
Philanthropy.io
Jeannine Corey has served the nonprofit sector as a leader and thought partner for more than 15 years. Jeannine leads Philanthropy.io's grants management system selection and implementation, quality assurance, and process re-engineering practices. Her experience in project management, knowledge management, and business processes and operations along with her working relationships with grants management vendors uniquely equips her to assist grantmakers in making informed, collaborative, and impactful decisions that improve their work. In the last 2 years, she has assisted foundations with their grants management selection efforts; served as the Project Manager for Fluxx and foundationConnect implementations; facilitated process re-engineering efforts; created grants-related training materials; and provided knowledge management, project management and quality assurance oversight for a foundation’s internal and externally facing community engagement tool.
Rebecca Van Sickle
Managing Partner
1892 consulting
Since 2001, Rebecca Van Sickle has worked for private and corporate foundations managing and leading grants management strategy, delivering technology solutions, coordinating grants process and policy changes and guiding efforts in knowledge management and data analysis. As the Director of Grants Management at the Atlantic Philanthropies, Rebecca led a year-long grants management system selection and implementation process that involved evaluating Atlantic’s grantmaking processes and adapting them to an online workflow. While at Atlantic, Rebecca also spearheaded an initiative to streamline the grant payment process, moving the foundation to electronic payments through a secure file transfer. Rebecca Van Sickle received her B.S. from Northwestern University and her M.B.A. from Cornell University. She is also a former Board Member of PEAK Grantmaking.
Grants Management Professional Competency Model
Cross-Cutting Competencies
- Process and Change Management: Plan and monitor processes efficiently and effectively 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.
