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773 Results

  • 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.

  • International Grantmaking: Beyond the Checklist

    Contains 1 Component(s)

    Session slides from GMN2016.

    Do you make international grants and want to dive deeper into understanding legal procedures? Would you like to start making international grants but need some practical guidance on due diligence for foreign grantees? The panelists, from private foundations, public charities, and corporate givers, explored not only the “whats” of international grantmaking, but also the “whys.” Checklists are a good starting point, but the presenters also discussed why your organization relies on certain documents to fulfill IRS requirements and if there are any substitutes or workarounds that could be utilized to facilitate and streamline international grantmaking. 

    Participants discussed the benefits and shortfalls of current organizational practices and check-box policies, while presenters clarified IRS requirements for public, private, and corporate organizations. Learn how to interpret the law to ensure your organization is in compliance, and develop problem-solving techniques when documentation is unavailable. Obtain new tangible action steps, tools, and ideas to take back to your organization.

    Session slides from GMN2016.

    ​Val Bush

    Grants Specialist

    Paul G. Allen Family Foundation

    ​Ericka Novotny

    Director, Grants Management

    Arcus Foundation

    ​Jeanmarie Collens

    Associate Director, International Operations

    American Jewish World Service

    ​Deb Anderson

    Grants Administrator

    The Medtronic Foundation

  • Investing in Change: Foundation Support for Lobbying and Other Advocacy

    Contains 1 Component(s)

    Session slides from GMN2016.

    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 a particular issue? 

    Understand the reasons for public and private foundation support for advocacy, get an overview of activities that constitute advocacy and public policy work, become familiar with various advocacy roles for foundations, learn which activities are exceptions to the definitions of lobbying, including those that are permissible by private foundations, and understand the rules for private and public foundation grants to nonprofits that lobby, including general support, specific project, and multi-year grants.

    Session slides from GMN2016.

    ​Nona Randois

    Southern California Director

    Alliance for Justice

  • Is Director the Final Rung on My Career Ladder

    Contains 1 Component(s)

    Session slides from GMN2016.

    Being an organization leader is not just about advancing your organization’s mission, it’s about creating an innovative culture, managing change, and grooming a team of learners, no matter how smart and accomplished your staff is. All bucks stop with you. Are you ready to take the steps you need to take on an executive leadership role? If so, what are those next steps? 

    Identify the concrete skills and experiences you will need to move into a C-suite role—CAO, COO, chief of staff, or even CEO, if that is your vision for yourself. Gain  insight into the sometimes grueling and guarded vetting and recruitment process used to identify the best talent for C-suite roles. Speakers touched on the value of coaching, executive leadership training, and peer networking as resources that will allow you to stop wondering about your future and move you closer to building your future. 

    Understand the skills required for a leadership, or C-suite, role and whether you are currently qualified for such a position; gain perspective on whether you are interested in a C-suite role; become more knowledgeable about the vetting and recruitment process used to identify talent; and learn the next steps you need to take to pursue your development and transition to a step-up position of your choice. 

    Session slides from GMN2016.

    ​Melissa Madzel

    Director, Executive Search

    Koya Leadership Partners

    ​Samantha Simmons

    Senior Manager, Executive Search

    Koya Leadership Partners

  • Leading in Times of Uncertainty and Change

    Contains 1 Component(s)

    Session slides for GMN2016.

    Change is an opportunity for innovation and increased organizational success, but navigating times of uncertainty and change requires effective leadership. Learn how to increase your awareness of key qualities of effective change leadership and how to drive successful team performance in times of change. Gain strategies for developing others through mentoring, and you will gain the tools you need to create a personal action plan. 

    Understand the role of leadership in driving effective team performance, increase your awareness of the key qualities of effective change leadership, identify strategies for developing others through mentoring, and get tips and tools to create your own personal action plan.

    Session slides for GMN2016.

    ​Dr. Audrey J. Murrell

    Associate Dean, College of Business Administration

    University of Pittsburgh

    Dr. Murrell is also Director, David Berg Center for Ethics and Leadership, Associate Professor of Business Administration, Psychology, Public and International Affairs, and Kenneth R. Woodcock Faculty Fellow, Organizations and Entrepreneurship

  • Listening to the People Who Matter Most

    Contains 1 Component(s)

    Session slides from GMN2016.

    What if there was a strategic approach to measurement and learning that incorporated the voices of those individuals and groups being served by the grants we make—the people we ultimately seek to help? What if we could collect and identify perceptual feedback from individuals that serve as predictors of future outcomes for the people served by the nonprofits we fund? 

    The Fund for Shared Insight is working with funders and grantees to bring the voices of those they seek to help into discussions of grantmaking strategy, and building high quality feedback loops. 

    Learn how the Fund for Shared Insight is supporting nonprofits to implement high quality feedback loops, and consider how grants managers can continue to engage our organizations in bringing the voices of those we seek to help into funding considerations and deliberations about grantmaking strategies. 

    Session slides from GMN2016.

    ​Lindsay Austin Louie

    Program Officer, Effective Philanthropy Group

    The William and Flora Hewlett Foundation

  • Migrating to a New Grants Management System? It's Not the Product or Vendor You Should Worry About

    Contains 1 Component(s)

    Session slides from GMN2016.

    Here’s a little secret for those looking to migrate to a new grants management system: Considering which product or vendor to migrate to is not the first and most important step of the migration process. Phase one should focus on the planning process, and it is vital to ensuring a smooth migration. This session walked through the questions you should ask and the steps you should take long before you evaluate or select a vendor. 

    Learn how to determine when is the best time to migrate to a new grants management system and what needs to be done before you even consider moving. You'll be able to define why you should migrate to a new system and receive best practice information on how to make the case for migrating to your executive staff. Learn how to develop a plan for migrating your system and understand how the migration process is one of the first steps to getting buy-in and user adoption from your team.

    Session slides from GMN2016.

    ​Jen Bokoff

    Director of Stakeholder Engagement


    Jen Bokoff is the director of stakeholder engagement at Candid (formerly Foundation Center + GuideStar). She develops partnerships, projects, and insights power the work of the philanthropic sector. She likes asking “so what?” to push Candid’s data-driven work to be as valuable and actionable as it can be. 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, and connects people to resources, ideas, and one another. Previously, she has enjoyed giving money in her work at a private foundation, taking money in her work for the IRS, and budgeting money in her work as a client advocate. A graduate of Tufts University, Jen studied community health and sociology and spent two years involved in the Learning by Giving philanthropy program. She serves on the Alumni Council’s executive committee and also serves on an advisory committee for The Moth’s education programs. In her spare time, she is an amateur comedic improviser, CrossFitter, and second base woman on Foundation Center’s winning-in-spirit softball team. Jen is a firm believer that innovation and change happen only when passionate people across different industries collaborate; being a strong connector enables this growth in local communities and throughout the world.

    ​ Khrystyna Olenchuk

    Grants and Communications Associate

    The Tow Foundation

    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.

    Suki O'Kane

    Director of Administration

    Walter & Elise Haas Fund

  • Preparing for a Grants Management System Implementation

    Contains 1 Component(s)

    Session slides from GMN2016.

    This session is aimed at helping organizations prepare for the implementation of a grants management system (GMS). The focus is NOT on the evaluation of vendors, but rather on how to prepare for the process as a business analyst would. Being well prepared with this type of information can help reduce the cost, time, and hassle associated with a GMS implementation. 

    Some of the topic areas discussed included: gathering and documenting information about your existing grants data; identifying and documenting business processes and workflows; how to deal with and what to document around coding; looking at important decisions that will need to be made and what priorities will need to be set; addressing analytics/dashboard needs; considering integrations with other systems; and building a comprehensive checklist to track all the areas you need to consider for vendor selection. 

    This session will be accompanied by a comprehensive fill-in-the-blank style document you can use as a starting template for your own efforts. 

    Session participants came to understand the scope and approach for gathering information and preparing documentation in advance of a GMS implementation; learned which areas to explore and document, including stakeholders, grants data, business processes and workflows, coding, dashboards, integrations, and others; and gained an understanding of what questions to ask and what information to capture for each area addressed.

    Session slides from GMN2016.

    ​Poney Carpenter