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780 Results

  • Successful Structures: Grants Management and the Foundation of the Future

    Contains 1 Component(s)

    Session slides from GMN2016.

    Grants management professionals’ work has become increasingly vital as funders seek to grow the impact of philanthropic investments, increase transparency, and ensure that internal processes are efficient and effective. Grantmakers are experimenting with new organizational structures and patterns of work to support real-time learning and feedback about effective grantmaking—putting grants management at the center. 

    In this session, the presenter discussed promising structures and behaviors and explored how grants managers can move toward this exciting future in their own organizations. 

    Participants reviewed findings from the GMN Member Survey and Field Survey about attitudes and perceptions of grants management in the philanthropic sector; heard case stories of how funders have structured their staff and work for best coordination, communication, and effectiveness; and considered specific strategies to build more “successful structures” in their own organizations.

    Session slides from GMN2016.

    ​Jessica Bearman


    Bearman Consulting

  • The Three Rs for Successful International Grantmaking: Regulation, Risk, and Reputation

    Contains 1 Component(s)

    Session slides from GMN2016. A vendor-sponsored session.

    Our society is now more globally connected than ever before. It is therefore crucial that advisors begin to understand international grantmaking and how best to navigate its complexities. This session educated attendees on the IRS regulations that affect international grantmaking and the various grant options available to advisors. Attendees also learned about the risks associated with international grantmaking and how to limit them. Lastly, this session tackled the issue of reputation protection and offer best practices that are simple to implement.

    See also "Creating a Campus: A Donation of Foreign Real Estate," a case study, in the Knowledge Center.

    Session slides from GMN2016. A vendor-sponsored session.

    Ted Hart


    CAF America

  • What We All Need to Know About Nonprofit Audited Financials

    Contains 1 Component(s)

    Session slides from GMN2016.

    Many funders require audited financial statements as a part of a nonprofit’s grant application; however, staff often do not have the skills to review the reports. In this session, presenters discussed how to dissect, interpret, and understand the audited financial statements of the organizations you fund. Participants learned what to look for when reviewing the audited financials, telltale signs that the organization needs more than just your funding support; what to do when you find something out of the ordinary; why this review is important; and why it’s becoming a responsibility of grants managers. 

    Session participants learned how to assess the financial health of grantseeking organizations by learning to dissect, interpret, and understand audited financial statements; learned how to recognize if an organization needs more than funding support; and the telltale signs you should look for when reading and interpreting financial reports.

    Session slides from GMN2016.

    Christopher Petermann


    PKF O'Connor Davies

    Christopher Petermann, CPA, has over 30 years of experience serving a multitude of exempt organizations and is a frequent speaker on a variety of exempt organization topics. He authors many of his firm’s monthly Private Foundation bulletins and has published a number of articles including “Alternative Investments/Home Runs or Strike Outs.”

    Chris is a board member and chair of Exponent Philanthropy. He is a board and finance committee member of the New Jersey Symphony Orchestra as well as a board and audit committee member of Partners for Health (a community foundation). Additionally, Chris is a board member and treasurer of the William F. Grupe Foundation and most recently was appointed board member as well as a member of the audit and compensation committees of the Kearny Financial Corporation. 

    ​Thomas Blaney

    Partner and Director of Foundation Services

    PKF O'Connor Davies

  • Working Well with Your Grantees

    Contains 1 Component(s)

    Session slides from GMN2016.

    Research from The Center for Effective Philanthropy (CEP) shows that grantees perceive funders as making more of an impact on their organizations, their local communities, and their fields when they have stronger relationships with their funders. Relationships matter, and should be at the heart of every grantmaker’s work. Yet a wide gap in perception persists, with many grantmakers believing they have great relationships with grantees, and many grantees reporting mediocre experiences with funders. 

    In this practical session, participants focused on the complex and achievable ways to build excellent relationships with grantees in service of their foundation’s mission. Participants learned both from CEP’s research and from each other. 

    Session participants explored how strong funder-grantee relationships—high-quality interactions and clear, consistent communication—impact the intended outcomes desired by grantors and grantees; learned how research with 50,000+ grantees suggests specific practices that strengthen funder-grantee relationships and consider the execution of those practices at foundations; and reflected on successful and challenging experiences grants managers have with grantees—including hearing case studies of high-performing grantmakers—to inform the development of increasingly effective practices.

    Session slides from GMN2016.

    ​Naomi Orensten

    Manager, Assessment and Advisory Services

    The Center for Effective Philanthropy

  • Working with the For-Profit Sector to Achieve Your Charitable Goals: Structures, Tools and Tips

    Contains 1 Component(s)

    Session slides from GMN2016.

    As more grantmakers give to nonexempt organizations, it’s becoming increasingly important to evaluate and document the charitability of proposed projects and capture the necessary terms in grant agreements to protect charitable purpose. 

    Presenters reviewed the questions that should be asked when faced with a funding opportunity. They discussed typical terms that should be negotiated in agreements to ensure charitability and prevent private benefit, and also considered the range of funding structures that may be deployed when for-profits are used as tools to accomplish charitable goals. 

    Session participants learned how for-profit partnerships can be leveraged in mission-related work, learned a tried and true way of working with for-profits, and received an outline of how to build out for-profit partnerships.

    Session slides from GMN2016.

    ​Robin Krause

    Partner and Chair of the Tax Exempt Organizations Department

    Patterson Belknap Webb & Tyler LLP

    ​Jennifer Kohler

    Grants and Contract Management

    Bill & Melinda Gates Foundation

    ​Christopher Percopo

    Director of Grants Management and Special Program Operations

    The Leona M. and Harry B. Helmsley Charitable Trust

    ​Janine Shissler

    Counsel, Tax-Exempt Organizations Group

    Patterson Belknap Webb & Tyler LLP

  • Going It Alone: Running a One-Person Grants Office

    Contains 1 Component(s)

    Session presentation from GMN2016.

    Grants managers working for small staff organizations, often managed by working boards, commonly balance multiple roles. The presentation focuses on the unique challenges faced in small offices, especially when all demands are perceived as equally important. 

    Learn to improve work performance by identifying solutions for managing workflow efficiently, and to manage expectations using tips for prioritizing and communicating effectively.

    See also "Due Diligence Checklist" in the Knowledge Base.

    Session presentation from GMN2016.

    ​Kim Armstrong

    Community Programs Manager

    Mutual of Omaha Foundation

    ​Sue Fulton


    Endowment for Health

  • Grantmaking Trends in Disaster Philanthropy

    Contains 1 Component(s)

    Session presentation from GMN2016.

    Disaster philanthropy can be very rewarding, but it has its own unique challenges. Understand trends in disaster philanthropy from the perspectives of corporate and community grantmakers. Learn about tools and tips for being successfully proactive and reactive in their grantmaking efforts. 

    The session covered successes and challenges of disaster grantmaking; tips and resources on how to respond to disasters in order to have the most impact; and how to prepare a strategy for disaster grantmaking.

    Session presentation from GMN2016.

    ​Stephanie Powers

    Senior Director for Policy and Partnerships

    Council on Foundations

    ​Liza Cowan

    South Region Executive, Global Philanthropy

    JPMorgan Chase & Co.

    ​Regine A. Webster

    Vice President

    Center for Disaster Philanthropy

    ​Michael Tipton


    The Blue Cross and Blue Shield of Louisiana Foundation

  • The Healthy Goodbye: How to Close Out Grants with Integrity and Transparency

    Contains 1 Component(s)

    Session slides from GMN2016.

    The grantmaking field has become increasingly focused on transparency. As a steward of public dollars, First 5 LA has learned it is important to include transparency practices when ramping down funding and/or closing out a grant, especially when faced with public will and mounting political and board pressure. In the past few years, First 5 LA has refined its grant close-out process through multiple lessons learned and has identified best practices related to the following areas: 

    • Creating governance guidelines that clearly define when a grant ends; 
    • Establishing an annual organization-wide process that includes an assessment of each grantee through the lens of sustainability, impact/outcomes, etc.; 
    • Developing communication strategies regarding the close-out process to grantees; and 
    • Reporting back to the governing board. 

    Session participants gained an understanding of how First 5 LA incorporated transparency practices into its grant close-out process; received examples of lessons learned by First 5 LA when refining its grant close-out process, and collected other best practices and lessons learned on grant close-out processes.

    Session slides from GMN2016.

    ​Kaya Tith

    Program Officer

    First 5 LA

    ​Tara Ficek

    Director, Grants Management

    First 5 LA

  • How to Build a Grants Manager: Training and Transferring Knowledge in Your Organization

    Contains 1 Component(s)

    Session slides from GMN2016.

    Are you in the process of training a new grants manager or perhaps thinking about a training refresh for your team? Learn about best practices in training and role transitions and how to avoid common on-boarding pitfalls. 

    Understand new training approaches and the knowledge to design a basic training plan, and learn about different training approaches and techniques. You'll be able to describe best practices of role transitions and ways to avoid on-boarding pitfalls and gain the knowledge to design a basic training plan.

    Session slides from GMN2016.

    ​Jessica Halverson

    Grants Officer, Environment

    The William and Flora Hewlett Foundation

    Jessica Halverson is a grants officer in Environment at the William and Flora Hewlett Foundation. She works across the grantmaking portfolio on the program’s strategies in climate change, clean energy, and conservation. She also works on the foundation’s efforts to build more financially resilient nonprofit organizations.

    Previously, Jessica was a senior manager at Ceres, a nonprofit organization advocating for sustainability leadership in the private sector. She started her career in nonprofit consulting and has worked across a range of issues including youth, family homelessness, and reproductive health. From 2007 to 2012 she was treasurer of the board of directors for Our Bodies Ourselves, a global women’s health organization.

    Jessica graduated with a bachelor’s degree in sociology from Grinnell College and holds an MBA with concentrations in nonprofit management and strategy and innovation from Boston University’s Graduate School of Management.

    ​Hannah Kahn

    Director of Grants Management

    Chan Zuckerberg Initiative

    ​Jillian Misrack Galbete

    Senior Development Advisor

    Los Angeles Cleantech Incubator

  • International Grantmaking: The New Narrative

    Contains 1 Component(s)

    Session slides from GMN2016.

    In this session, the presenters explored the various lenses used in establishing and successfully managing an international grantmaking strategy. Case studies included the corporate funder’s perspective and opportunities related to social responsibility and brand management; how private foundations employ practices that align with organizational goals and values; and how public charity and donor advised funding mechanisms have to grapple with meeting constituency and client expectations within the realms of IRS and in-country regulations. 

    Topics of discussion included: geographic considerations of international grantmaking; regulatory bodies and policies that impede grantmaking and the benefits of dialogue and information sharing; best practices for safe international grantmaking; how to give strategically and make impact; and trends and effects of diaspora giving internationally. 

    Understand the strategies associated with international grantmaking, learn how to tackle the issue of reputation protection and offer best practices, and see the benefits of and how your organization plays a part in international giving.

    Session slides from GMN2016.

    ​Jessie Krafft

    Vice President of Donor Advised and Grant Services

    CAF America

    Jessie develops and executes services assisting donors with strategic grantmaking, philanthropy planning, and investing charitable assets. She also manages the grants team, overseeing fund management, charity vetting, and grant processing functions. In addition, she is managing the operations of our newest office, CAF Canada

    ​​Stephanie Duffy

    Director of Grants and Information Management

    McKnight Foundation

    Gawain Patterson

    ​Operations Manager

    Citi Foundation

    ​Stacey Smida

    Grants Manager


    Stacey is a member of the Corporate Affairs-Corporate Responsibility & Sustainability team as the grants manager, and she oversees the grants management function that includes implementation of corporate and foundation giving protocols, policies and procedures and collaboratively working with the partnership team to develop consistent processes. Stacey works Cargill's NA Businesses to provide strategic consult and tools to the Cargill Cares Network on local community engagement. She leads Cargill's NA Employee Giving program and she manages the Global Partnership Fund program, an internal matching program that is used by the Cargill Cares network globally. She also manages Cargill’s national partnerships with National FFA and Agriculture Future of America (AFA) engaging Cargill employees and businesses with these partnerships.  Stacey is completing her Board term with PEAK Grantmaking in 2018.