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695 Results

  • Nuggets of Wisdom and Other Nonsense

    Contains 2 Component(s)

    A conversation with Deborah Hessler, a retired program officer who had a 33 year career in philanthropy. Original air date: August 23, 2018

    A conversation with Deborah Hessler, a retired program officer who had a 33 year career in philanthropy.

    A Florida Regional Chapter event.

    Original air date: August 23, 2018

    Deborah Hessler

    Retired Program Officer

  • Grants Management and the Historical Record: Will You Be Part of It?

    Contains 2 Component(s)

    Do you need guidance to help determine what records you should be retaining, for how long, and for what reason? Records, in both paper and electronic form, serve as the corporate memory of an organization; they document, support, and guide daily operations. These materials also form the basis for the long-term archival record that documents the history and development of an organization, its initiatives, and the impact it has within its field and within broader historical context. Original air date: August 29, 2018

    Do you need guidance to help determine what records you should be retaining, for how long, and for what reason? Records, in both paper and electronic form, serve as the corporate memory of an organization; they document, support, and guide daily operations. These materials also form the basis for the long-term archival record that documents the history and development of an organization, its initiatives, and the impact it has within its field and within broader historical context.

    Viewers will:

    • learn best practices in record-keeping;
    • understand reasons for records retention (i.e., regulatory, business need, historical significance);
    • hear guidance and considerations to help determine what kinds of records should be retained and for how long;
    • build awareness of historical significance of foundation records;
    • understand document management considerations for paper, digital, and born-digital records; and
    • hear real-life examples of records retention schedules.

    A program of the Southern California Regional Chapter.

    Original air date: August 29, 2018

    Nancy Enneking

    Head, Institutional Records & Archives

    Getty Research Institute

    Laura Cogburn

    Head, Grants Administration

    Getty Foundation

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Knowledge Management: Capture and apply knowledge to promote learning and improvement.


  • Creating the Agile Grants Management Team

    Contains 1 Component(s)

    Today’s environmental, political, and talent management challenges make organizational agility critical to grantmaking. Agile organizations are able to engage cross-functional teams, focus and re-focus staff as demand changes, and coordinate people across projects and departments—productively and efficiently. Personalized learning, based on competency models such as PEAK Grantmaking’s Grants Management Professional Competency Model, make organizational agility possible by ensuring that teams are prepared to serve their organization’s grantees and missions effectively. Publication date: August 23, 2018

    Today’s environmental, political, and talent management challenges make organizational agility critical to grantmaking. Agile organizations are able to engage cross-functional teams, focus and re-focus staff as demand changes, and coordinate people across projects and departments—productively and efficiently. Personalized learning, based on competency models such as PEAK Grantmaking’s Grants Management Professional Competency Model, make organizational agility possible by ensuring that teams are prepared to serve their organization’s grantees and missions effectively.

    Publication date: August 23, 2018

    Liz Bicer

    Education Director

    PEAK Grantmaking

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Staff and Volunteer Development: Build the capacity of staff and volunteers to be successful in their grantmaking role.



  • From the Shelf to the Field: Reporting as a Strategic Communications Opportunity

    Contains 1 Component(s)

    Evaluators of philanthropic initiatives, or of broader portfolios of programs, can play an important role in guiding foundations on how to turn reporting mandates into ongoing opportunities to share learning and articulate impact. Publication date: August 15, 2018

    Evaluators of philanthropic initiatives, or of broader portfolios of programs, can play an important role in guiding foundations on how to turn reporting mandates into ongoing opportunities to share learning and articulate impact. 

    A central aspect of this guidance is to position the required reports into components of a broader strategic communications plan that focuses on telling a comprehensive story about the program over the course of the investment. Evaluators can collaborate with funders, as partners in learning, to craft this communications strategy. There are a couple important ways to make this happen.

    Publication date: August 15, 2018

    ​Seth Klukoff

    Senior Director of Communications

    Equal Measure

    Grants Management Professional Competency Model

    Lifecycle of a Grant Competencies

    • Award and Monitoring: Monitor grantee activity to support grantee success and determine compliance with grant agreement.
    • Post-Grant: Review grantmaking to determine success in meeting goals and objectives.

  • “Because It’s Hard” Is Not an Excuse – Challenges in Collecting and Using Demographic Data for Grantmaking

    Contains 1 Component(s)

    Generally, about half of all grantmakers are collecting demographic data either about the communities they are serving or about the leaders of the nonprofits they have supported. For those who reported that they found the collection and use of this data to be challenging, our researcher dug a little deeper and asked about the challenges they were seeing. Publication date: August 21, 2018

    Generally, about half of all grantmakers are collecting demographic data either about the communities they are serving or about the leaders of the nonprofits they have supported. For those who reported that they found the collection and use of this data to be challenging, our researcher dug a little deeper and asked about the challenges they were seeing.

    Challenges include aggregating data and varying data needs across programs. This article presents several suggestions for dealing with these common challenges.

    Publication date: August 21, 2018

    Melissa Sines

    Effective Practices Program Manager

    PEAK Grantmaking

    Melissa works with internal teams, external consultants, volunteer advisory groups, and partner organizations to articulate and highlight the best ways to make grants--effective practices. This body of work will help to define the role of grants management in philanthropic institutions in the United States and across the world.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.


  • Philanthropy and the Destructive Illusion of “Leveling the Playing Field”

    Contains 1 Component(s)

    "Can the funding field ever be “level”? "I say no. The funding field can never ever truly be leveled, and the hopeful belief that it can has been preventing us from making profound changes in funding practices that would lead to resources going to the communities that are most affected by injustice." Publication date: August 20, 2018

    "Can the funding field ever be “level”?

    "I say no. The funding field can never ever truly be leveled, and the hopeful belief that it can has been preventing us from making profound changes in funding practices that would lead to resources going to the communities that are most affected by injustice.

    "Funders must help figure out which communities are experiencing the most inequity, then target significant long-term funding specifically toward organizations and movements that are visibly led by and serving those communities, demonstrated by the majority of their board and staff, not just their clients, being from those communities."

    Publication date: August 20, 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.


  • Online Systems

    Contains 1 Component(s)

    Most funders have shifted to accepting applications and reports via online grantmaking systems (or by email), but these systems have introduced their own set of issues for grantseekers, and some of them have made nonprofits long for the good ol’ days of submitting ten hard copies. Publication date: August 16, 2018

    Although some holdouts remain, most funders have shifted to accepting applications and reports via online grantmaking systems (or by email). Indeed, moving to an online system or – as is common now – migrating to a new or better grantmaking system tends to be a point for reflection and streamlining for many grantmakers.

    More good news: Grants management and online grantmaking systems have improved a lot! 

    But here’s the bad news: Online grantmaking systems have introduced their own set of issues for grantseekers, and some of them have made nonprofits long for the good ol’ days of submitting ten hard copies.

    Publication date: August 16, 2018

    Jessica Bearman

    Principal

    Bearman Consulting

    JESSICA BEARMAN (Bearman Consulting) works with foundations and other mission-based organizations, focusing on organization development, facilitation, planning, and project R&D to help them become more intentional, effective, and responsive to communities. 

    Jessica has been the lead consultant to PEAK Grantmaking’s Project Streamline since its inception, helping grantmakers to understand and minimize the burden of their application and reporting practices.Prior to her work in philanthropy, Jessica spent nine years in the nonprofit sector, where she experienced plenty of mystifying requirements. She has a Masters in Organization Development from American University/National Training Laboratory. Jessica loves living on an organic farm in Idaho with her husband, two wild boys, forty philosophical chickens, and thousands of industrious bees.

    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.

  • The State of Global Giving by U.S. Foundations, 2011-2015

    Contains 1 Component(s)

    This is the latest report in a decades-long collaboration between Foundation Center and The Council on Foundations and aims to help funders and civil society organizations better navigate the giving landscape as they work to effect change around the world. The analysis reveals that global giving by U.S. foundations increased by 29% from 2011 to 2015, reaching an all-time high of $9.3 billion in 2015. In addition to a detailed analysis of trends by issue area, geographic region, population group, and donor strategy, this analysis also relates these trends to key events and developments, including the adoption of the Sustainable Development Goals, the spread of Ebola in West Africa, and the increasing legal restrictions faced by civil society in countries around the world. Publication date: August 2018

    This is the latest report in a decades-long collaboration between Foundation Center and The Council on Foundations and aims to help funders and civil society organizations better navigate the giving landscape as they work to effect change around the world. 

    The analysis reveals that global giving by U.S. foundations increased by 29% from 2011 to 2015, reaching an all-time high of $9.3 billion in 2015. In addition to a detailed analysis of trends by issue area, geographic region, population group, and donor strategy, this analysis also relates these trends to key events and developments, including the adoption of the Sustainable Development Goals, the spread of Ebola in West Africa, and the increasing legal restrictions faced by civil society in countries around the world.

    Publication date: August 2018

  • One of the Country’s Largest Foundations Is Trying to Change How Philanthropy Works

    Contains 1 Component(s)

    Ford’s BUILD initiative is hitting its stride and starting to see results, including positive survey data from grantees, and emerging anecdotes from organizations that are planning for long-term change and working collaboratively in ways they never could in the past. Publication date: August 14, 2018

    Ford’s BUILD initiative is hitting its stride and starting to see results, including positive survey data from grantees, and emerging anecdotes from organizations that are planning for long-term change and working collaboratively in ways they never could in the past. 

    Prior to BUILD, the foundation had been giving just around 24 percent of its grants as general operating support (meaning an organization can use the funds however it sees fit), and 90 percent of grants were for two years or less. Overall, the most recent data from the National Committee for Responsive Philanthropy shows just 20 percent of all domestic grantmaking is general support, while the rest is restricted project support. 

    Publication date: August 14, 2018

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Strategic Management: Promote organizational mission and goals and inspire colleagues to achieve them.


  • How Foundations Make an Impact

    Contains 1 Component(s)

    Research shows that foundations are motivated by impact in their grantmaking. Publication date: Fall 2018

    Research shows that foundations are motivated by impact in their grantmaking.

    Publication date: Fall 2018

    (Subscription required for full text.)

    Grants Management Professional Competency Model

    Lifecycle of a Grant Competencies

    • Post-Grant: Review grantmaking to determine success in meeting goals and objectives.