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780 Results

  • 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

    Candid.

    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

    Consultant

    philanthropy.io

  • Public Charity Grantmaking

    Contains 1 Component(s)

    Session slides from GMN2016.

    Public charity grantmakers are in a unique position. On the one hand, they have fewer restrictions than private foundations regarding who can be grant recipients and what types of grants they can give. On the other hand, they have to answer to their donors as well as to their board while balancing fundraising and grantmaking. 

    This session explored how different organizations handle the complexities of grantmaking as a public charity. Participants gained a better understanding of the benefits and challenges of public charity grantmaking; became able to list at least three ways in which the IRS regulates public charities differently from private foundations; and learned three different ways public charity grantmakers approach lobbying, grants to non-charities, and managing donor restrictions.

    Session slides from GMN2016.

    ​Patrick Taylor

    Grants Manager

    Zellerbach Family Foundation




    ​Marc McDonald

    Vice President, Grants & External Initiatives

    AARP Foundation

    Marc McDonald joined AARP Foundation in 2012 as the Director of Grants Management and was promoted to Vice President, Grants & External Initiatives in 2017. In his role, Marc oversees the application, award, assessment and accountability of all AARP Foundation grants and provides guidance on the Foundation’s strategic grant making. Focusing on a streamlined approach towards grant making to outcomes, Marc has developed new grant making processes and workflows to align AARP Foundation’s grant making with its mission. Marc also ensures timely reporting and compliance for nearly $80 million in government grants received by AARP Foundation.

    Prior to joining AARP Foundation, Marc was Director of Grant Policy and System Analysis for the Corporation for Public Broadcasting. He oversaw distribution policy and grantee reporting for the $300 million Community Service grant program serving nearly 600 public radio and television grantees. He also served on the board of the Public Media Business Association. Marc earned his BA from Dartmouth College and his MBA from the University of Chicago Booth School of Business.

    ​Kathy Tryce

    Grants and Contracts Manager

    ClimateWorks Foundation

  • Ready to Be a Thought Leader? (handout)

    Contains 1 Component(s)

    Handout was part of the GMN2016 session "Ready to Be a Thought Leader?"

    Are you the best-kept secret in your organization? What does it take to be recognized as an emerging leader or technical expert? Do you want to take your personal brand to a higher level, to be recognized as an expert? Learn the essential elements of becoming a thought leader and how to help shape the field of grants management and philanthropy through your actions and ideas. 

    Session participants heard about the basic principles of thought leadership and how to use them to achieve their goals, learned how to identify their areas of interest and expertise to grow their thought leadership, and learned key communications tools to become known as an expert in the field.

    Handout was part of the GMN2016 session "Ready to Be a Thought Leader?"

    ​Nikki Powell

    Effective Practices Director

    PEAK Grantmaking

    Nikki Powell is PEAK Grantmaking’s chief communications officer. She develops and manages strategies to promote PEAK Grantmaking’s services, events, and programs. She is responsible for developing outreach campaigns to raise awareness of PEAK Grantmaking’s members and their expertise. Nikki also oversees marketing for PEAK Grantmaking events, including sponsorship and exhibitor recruitment.

    Contact Nikki with questions about communications, PEAK Grantmaking’s effective practices program and partnerships, and sponsorship and exhibitor opportunities.

    Her experience includes implementing communications strategies for nonprofits of many sizes and in many sectors, including membership associations, advocacy organizations, and leading research think tanks.

    Nikki has a bachelor’s degree from Converse College (Spartanburg, S.C.) with a double major in English and politics and a minor in women’s studies. She is currently a master’s degree candidate in organizational and corporate communications at Northeastern University.

    Nikki is a nomad at heart and travels whenever she can; she has visited all 50 states and is working on all seven continents. Her favorite place she’s ever visited is Istanbul. She is a member of the Junior League of Greenville (S.C.) and volunteers regularly with the Day of the Girl and Period Project organizations.

  • Ready to Be a Thought Leader? 2016 (slides)

    Contains 2 Component(s)

    Session slides from GMN2016.

    Are you the best-kept secret in your organization? What does it take to be recognized as an emerging leader or technical expert? Do you want to take your personal brand to a higher level, to be recognized as an expert? Learn the essential elements of becoming a thought leader and how to help shape the field of grants management and philanthropy through your actions and ideas. 

    Session participants heard about the basic principles of thought leadership and how to use them to achieve their goals, learned how to identify their areas of interest and expertise to grow their thought leadership, and learned key communications tools to become known as an expert in the field.

    Session slides from GMN2016.

    ​Nikki Powell

    Effective Practices Director

    PEAK Grantmaking

    Nikki Powell is PEAK Grantmaking’s chief communications officer. She develops and manages strategies to promote PEAK Grantmaking’s services, events, and programs. She is responsible for developing outreach campaigns to raise awareness of PEAK Grantmaking’s members and their expertise. Nikki also oversees marketing for PEAK Grantmaking events, including sponsorship and exhibitor recruitment.

    Contact Nikki with questions about communications, PEAK Grantmaking’s effective practices program and partnerships, and sponsorship and exhibitor opportunities.

    Her experience includes implementing communications strategies for nonprofits of many sizes and in many sectors, including membership associations, advocacy organizations, and leading research think tanks.

    Nikki has a bachelor’s degree from Converse College (Spartanburg, S.C.) with a double major in English and politics and a minor in women’s studies. She is currently a master’s degree candidate in organizational and corporate communications at Northeastern University.

    Nikki is a nomad at heart and travels whenever she can; she has visited all 50 states and is working on all seven continents. Her favorite place she’s ever visited is Istanbul. She is a member of the Junior League of Greenville (S.C.) and volunteers regularly with the Day of the Girl and Period Project organizations.