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780 Results

  • Ready to Be a Thought Leader (2017) (slides)

    Contains 1 Component(s)

    Presentation slides for the June 2017 webinar about the PEAK Grantmaking Thought Leadership program.

    If you have ever wanted to be a recognized leader in a specific area related to your profession, the PEAK Grantmaking Thought Leadership program is the way to make that a reality.

    Thought leaders are the informed opinion leaders and the go-to people in their field of expertise. They are trusted sources who move and inspire people with innovative ideas, turn ideas into reality, and know and show how to replicate their success. In the PEAK Grantmaking model, that means getting active on social media, reaching out to current thought leaders and getting their advice and guidance, and using the knowledge you gain to educate others on the topic of your choice. The time commitment is based on your own priorities and goals for the program.

    Presentation slides for the June 2017 webinar about the PEAK Grantmaking Thought Leadership program.

    ​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.

  • Short Talk: Alternatives to the Fiery Furnace: Reports...What Are They Good For?

    Contains 1 Component(s)

    Session slides from GMN2016.

    If a grant report falls in an inbox and no one ever talks about it, did it really make a sound? Past research from Project Streamline and others tells us that funders often don’t make good use of the reports they receive from grantees. As one grantee speculated, “We assume they feed everything to a giant fiery furnace.” Why do you require reports and how can you make them useful to yourself and your grantees?

    Session slides from GMN2016.

    ​Jessica Bearman

    Principal

    Bearman Consulting

  • Best Practices for Managing Donor Advised Funds

    Contains 1 Component(s)

    Session presentation slides from GMN2016.

    The rules and laws for grantmaking for donor advised funds (DAFs) differ from those for discretionary grantmaking and may seem unduly onerous. The IRS guidance, especially after the Pension Protection Act of 2006, can be confusing, but having good procedures in place can help you avoid some common pitfalls. 

    In this session, experienced professionals in the field of DAFs reviewed what makes DAFs unique and provided best practices and helpful hints for grantmaking. 

    Understand the rules for donor advised funds, explore common pitfalls for DAFs, and get examples of best practices and tips for improving grantmaking.

    Session presentation slides from GMN2016.

    ​Lara Kalwinski

    Director of National Standards and Counsel

    Council on Foundations

  • The Building Blocks for Data Sharing: An Update

    Contains 1 Component(s)

    Presentation slides from GMN2016.

    Access to data will revolutionize how grants get made. It has the potential to help funders make better grant decisions and understand grant results in new ways, and it can help the field communicate its impact to the broader public. Presenters are those working in the trenches to make the possibilities of data a reality. 

    Understand what is available to you to enhance your grant data and what you can actively do to help move the field forward. Learn about current, cutting edge tools to help capture, interpret, and disseminate data to improve grantmaking; understand how to use reports to their full potential; and know what data is important and with whom you should share it.

    Presentation slides from GMN2016.

    ​Kyle Reis

    Senior Director

    TechSoup

    ​Larry McGill

    Vice President of Research

    Foundation Center

    ​Bunkie Righter

    National Senior Director

    GuideStar

    ​Rachelle Seger

    Community Health Research Officer

    Foundation for a Healthy Kentucky

  • Comparing the New Options in Grants Management Systems

    Contains 1 Component(s)

    Session presentation from GMN2016.

    There’s been an explosion of new grants management systems, but how do all these options compare? Based on Idealware’s newly updated report with detailed reviews of 30 different systems, this session will summarize the available systems and how they compare, and also look at the strengths and features of each based on area of need. 

    Become familiar with the overall direction of the grants management system market and how it is evolving, and identify the features of the 30 most commonly used systems and how they compare.  Understand the strengths and weaknesses of each system and which are better-suited to particular needs or types of grantmakers, and learn how to assess whether your existing system is meeting your needs sufficiently or whether it is time to consider a new solution.

    Session presentation from GMN2016.

    ​Laura Quinn

    Director of Partnerships and Knowledge

    Idealware

  • Connecting and Influencing: Become Part of the Big Picture

    Contains 1 Component(s)

    Session presentation from GMN2016.

    Grants management is a dynamic field that is at the center of philanthropic activity and ideas. As grants managers, we have the opportunity to influence and drive change in a variety of ways, including being part of the big themes and questions impacting philanthropy today. The session explores hot issues in philanthropy and discuss how you can become part of the important conversations at your organization, and across the sector. Connect with the bigger picture, influence the conversation, and have an impact the philanthropic field. 

    Session presentation from GMN2016.

    ​Sara Davis

    Director of Grants Management

    The William and Flora Hewlett Foundation

    ​Daniel Weinzveg

    organization development consultant

    N/A

  • Data Visualization in Excel: A Crash Course

    Contains 1 Component(s)

    Session presentation from GMN2016.

    A crash course in data visualization. Visualizing data through charts, tables, and diagrams helps you deliver bite-sized information that viewers will understand at a glance and retain for the long run. 

    Learn what data visualization is, how it works, and key players and trends in the field. Explore the design process so you can apply the critical thinking skills to your own projects, including how to match your visualization to your viewers’ information needs and interests and which dissemination format is best for your project. 

    Session presentation from GMN2016.

    Ann K. Emery

    Information Designer

    Emery Analytics

  • The Evolution of Grants Management and You

    Contains 1 Component(s)

    Session presentation from GMN2016.

    The role and function of grants management continues to evolve in organizations across the philanthropic sector. We are performing new roles, taking on new responsibilities, and expanding our impact within the sector. This dynamic time of change requires us to develop new skills, communicate differently, and look ahead to the future in order to be ready. In this interactive session, we will discuss the evolution of grants management and explore the change we are all experiencing. Gain strategies to increase your value to your organization and further your career.

    Session presentation from GMN2016.

    ​Sara Davis

    Director of Grants Management

    The William and Flora Hewlett Foundation

    ​Daniel Weinzveg

    organization development consultant

    N/A

  • The Accidental Grants Management Techie

    Contains 1 Component(s)

    Session slides from GMN2016.

    Grants managers are being asked to take on many new responsibilities in the areas of knowledge and data management, business analytics, database management, and emerging technologies. Most grants managers, however, do not join an organization with the skills needed for these increasingly important business functions. How do grants managers learn the skills needed to operate current systems and make informed choices about new technology options? 

    This session provided an overview of the current technology landscape and outlined the skills needed to become the grants manager of the future. 

    Session slides from GMN2016.

    Ursula Stewart

    Grants Manager

    New York State Health Foundation

    At NYSHealth, Ursula ensures that best practices are followed in compliance with regulatory and audit requirements; and oversees the overall success of the database environment by implementing strategic solutions to continuously enhance NYSHealth processes.

    Ursula has 30 yrs of grants management and database experience. She was recently recognized by Salesforce with a Trailblazer Award for leading NYSHealth’s innovative use of its grants management system. She has presented at philanthropic and technology conferences and events; and provides strategic analysis of processes and data management expertise to philanthropic organizations. She co-chaired the 2016 PEAK Grantmaking Conference; and was co-chair of the Grants Managers Network and led its transition to a national nonprofit organization.

    Ursula served as an advisory board member for PEAK Grantmaking’s New York region and chaired its program and membership committees. Ursula studied French horn and music composition at the Juilliard School.

    John Mohr

    Chief Information Officer

    John D. and Catherine T. MacArthur Foundation

  • Another Perspective on Evaluating Grantees

    Contains 1 Component(s)

    Session slides from GMN2016.

    An assessment of a grantee does not need to be exhaustive nor grant budget focused. Come and discuss the key areas of an organization that should be explored and why. Grantees must have the institutional capacity and infrastructure to support the initiatives/areas that a grantmaker wants to advance. Looking at grantees from key areas – leadership, strategy, communication, financial health will allow a grantmaker to assess and address grantees organizational and operational issues. 

    By strengthening grantmaker skills to understand the capacity of a grantee and subsequently work with those grantees to build more effective organizations, grantees will have greater capacity to implement and show results. Learn about key areas of organizational operations that should be assessed during the due diligence process, and understand how grantmakers can use these assessments to help build the capacity of their grantees during the course of a grant.

    See also "Grantee Assessment Tool" in the Knowledge Base.

    Session slides from GMN2016.

    Ana E. Akhtar

    Senior Manager, Development and Exempt Organizations

    KPMG LLP

    Susan Hairston

    Director of Program Services

    Ford Foundation