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687 Results

  • How to Apply Trust-Based Philanthropy in Any Role

    Contains 3 Component(s)

    Presenter Pia Infante breaks down the framework and share ways that you can embody the practices towards building more trusting relationships with the organizations you interact with on a day to day basis. Original air date: September 25, 2018

    Presenter Pia Infante breaks down the framework and share ways that you can embody the practices towards building more trusting relationships with the organizations you interact with on a day to day basis.

    Trust-based philanthropy is being embraced by a growing number of foundations as a way to mitigate power imbalances between funders and nonprofits. Driven by the central philosophy that funders should approach grantee relationships from a place of trust rather than distrust, the trust-based framework encourages multi-year unrestricted funding, streamlined reporting, and transparent and responsive communication. At first glance, it may seem that trust-based practices can only be instituted by foundation leadership and/or senior management; however, the reality is that every grantmaking professional – regardless of role – has the ability to embody aspects of this framework.

    Viewers will:

    • Develop a deeper understanding of the 7 principles of trust-based philanthropy
    • Understand how to apply some of the principles in their day-to-day work
    • Receive tools and tips to engage in conversations about trust-based philanthropy with colleagues


    Pia Infante

    Co-Executive Director

    The Whitman Institute

    Pia draws on decades of multi-sector experience as an educator, facilitator, organizational development consultant, executive coach, non-profit manager, business owner, writer and speaker to advocate for trust-based practice. Pia proudly serves as the Board Chair for the Center for Media Justice. She is on Faculty for the M.A. in Leadership Sustainability at the University of Vermont’s Rubenstein School of Environment and Natural Resources as well as Thousand Currents Academy. Pia is an I.C.F. certified executive leadership coach, holds a M.A. from the New School for Social Research, and a B.A. from the University of California at Berkeley.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Ethics, Integrity, and Accountability: Act with integrity and accountability.

  • Making It Count: The Evolution of the Ford Foundation’s Diversity Data Collection

    Contains 1 Component(s)

    Ford decided to revise their entire proposal process, including questions about DEI. In doing so, they reexamined their intentions and their own DEI goals. Original air date: September 20, 2018

    Ford decided to revise their entire proposal process, including questions about DEI. In doing so, they reexamined their intentions and their own DEI goals. 

    Moving to a new grantmaking system gave Ford the opportunity to rethink the diversity questions as they overhauled and redesigned the grantmaking process. They also determined why they were collecting the data, and what data to focus on.

    Original air date: September 20, 2018

    ​Megan Morrison

    Officer, Strategy and Learning

    Ford Foundation

    ​Chris Cardona

    Program Officer, Philanthropy

    Ford Foundation

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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

    Lifecycle of a Grant Competencies

    • Planning and Pre-Grant: Apply the grantmaker values, mission, and goals to ensure alignment of application process and guidelines.

  • Ask Dr. Streamline – Setting a Good Example: Part II

    Contains 1 Component(s)

    How do we hold grantees accountable without making the application process overly burdensome? Publication date: September 19, 2018

    How do we hold grantees accountable without making the application process overly burdensome?

    Dr. Streamline says to be sure measures or “metrics” are useful to the grantee as well as realistic, and to think about different way to get information besides reports.

    Publication date: September 19, 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

    Lifecycle of a Grant Competencies

    • Planning and Pre-Grant: Apply the grantmaker values, mission, and goals to ensure alignment of application process and guidelines.
    • Planning and Pre-Grant: Design and implement the review process to support an informed grant decision.
      Award and Monitoring: Establish mutual expectations between the grantmaker and grantee to support success.
      Post-Grant: Review grantmaking to determine success in meeting goals and objectives.

  • Resetting the Grantor-Grantee Relationship

    Contains 1 Component(s)

    Simple changes in mindset and behavior can break the cycle of strain and mistrust in grantor-grantee relationships. Publication date: September 20, 2018

    Simple changes in mindset and behavior can break the cycle of strain and mistrust in grantor-grantee relationships.

    Publication date: September 20, 2018

    ​Matthew Forti

    Managing Director

    One Acre Fund USA

    ​Dave Peery

    Managing Director

    Peery Foundation

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Ethics, Integrity, and Accountability: Act with integrity and accountability.

  • Getting the Real Story from Nonprofit Financials

    Contains 2 Component(s)

    Financials are just one piece of the story when considering whether or not to make a grant. Coupled with open conversation, financials can provide insights into a nonprofit’s financial situation, sustainability, and overall organizational capacity. Learn how to look at nonprofit financials beyond the numbers and with an eye toward trends in the field. Original air date: September 18, 2018

    Financials are just one piece of the story when considering whether or not to make a grant. Coupled with open conversation, financials can provide insights into a nonprofit’s financial situation, sustainability, and overall organizational capacity. Learn how to look at nonprofit financials beyond the numbers and with an eye toward trends in the field.

    Viewers will:

    • Learn how to recognize signs of a financially healthy nonprofit, with a focus on an organization’s unique circumstances
    • Understand how to engage nonprofits in conversations about their financial situation and true needs
    • Identify financial red flags that warrant further conversation and understand how to formulate appropriate questions based on those red flags

    Original air date: September 18, 2018

    ​Hilda Polanco

    Founder and CEO

    Fiscal Management Associates (FMA)

    Hilda is the founder and CEO of FMA, the go-to capacity building firm that foundation and nonprofit leaders seek when evaluating the efficiency and effectiveness of their operations. Hilda has provided extensive training and advisory services focused on improving and aligning specific grantmaking systems with best-practices nationwide, as well as creating a common language among funders and grantees. 

    Hilda graduated from New York University with a B.A. in Accounting and began her career with Ernst & Young where she ascended to Manager before leaving to build a firm that would serve the particular needs of the nonprofit sector. In 1999, that firm became FMA.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Financial Management: Implement financial policies and controls to ensure effective and efficient deployment of financial resources for grantmaking.

    Lifecycle of a Grant Competencies

    • Planning and Pre-Grant: Design and implement the review process to support an informed grant decision.

  • Becoming a Paperless Foundation

    Contains 2 Component(s)

    Explore the crucial steps you must take to take your paper records digital—and uncover the potential barriers (and solutions) to becoming a fully paperless organization. Original air date: September 12, 2018

    Explore the crucial steps you must take to take your paper records digital—and uncover the potential barriers (and solutions) to becoming a fully paperless organization.

    A presentation of the Florida and Southeast Regional Chapters.

    Original air date: September 12, 2018

    Sheila Kappeler-Finn

    CEO and Founder

    Duende Consulting

    Jeanne Petty

    Project Manager

    Appligent Document Solutions, Inc.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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

  • Share Your Grants Data with Foundation Center’s eReporting Program

    Contains 2 Component(s)

    Quickly and easily share your grants data for the benefit of the field with Foundation Center’s eReporting program. This program is part of the Foundation Center’s larger efforts to ensure the social sector has the information and knowledge it needs to make informed decisions and maximize impact. Laia Griñó of the Foundation Center provides an overview of the program and hear the benefits of sharing your data. Grantmaking peers from our PEAK Grantmaking Southwest Regional Chapter also share their first-hand experiences with the program. Original air date: September 12, 2018

    Quickly and easily share your grants data for the benefit of the field with Foundation Center’s eReporting program. This program is part of the Foundation Center’s larger efforts to ensure the social sector has the information and knowledge it needs to make informed decisions and maximize impact.

    Laia Griñó of the Foundation Center provides an overview of the program and hear the benefits of sharing your data. Grantmaking peers from our PEAK Grantmaking Southwest Regional Chapter also share their first-hand experiences with the program.

    Viewers will:

    • Learn more about eReporting
    • Understand the benefits and why your organization should consider eReporting
    • Hear from your peers about their eReporting experience

    A presentation of the Southwest Regional Chapter.

    Original air date: September 12, 2018

    Laia Griñó

    Director, Data Discovery

    Foundation Center

    Laia leads the Data Discovery team's efforts to uncover new datasets and prototype them into our growing suite of services for philanthropy. Among other things, this includes data about philanthropy outside the United States and about new forms of philanthropy, such as impact investing. Laia joined Foundation Center from InterAction, where she worked for 9 years, most recently as Director of Transparency, Accountability and Results. She played a leading role in developing the data-rich rich NGO Aid Map, including building a team, streamlining processes to collect project data from InterAction's member organizations, and developing strategies for improving data quality. She led InterAction's advocacy efforts related to the transparency of U.S. foreign assistance, particularly as related to the International Aid Transparency Initiative (IATI).

    LaShonda Barnett

    Grants & Research Manager

    Dallas Women's Foundation

    LaShonda has been working in the non-profit arena for more than 15 years, the last ten of which have been in the area of foundation grants management. Her diverse educational background coupled with more than 10 years as an administrator has given her a broad knowledge base and unique perspective on various topics. She has a passion for public service and the innate ability to effectively communicate with a wide range of audiences. She has a strong customer service foundation, has worked in organizational fund development, has written and managed private and government grants for nonprofit organizations, has served as project manager on several large community-based education initiatives and currently serves on the Texas Regional Leadership Team of PEAK Grantmaking. LaShonda’s personal mission is to move individuals to take action to improve their own communities. She strongly believes we all have something positive to contribute and should seek to do so.

    Chris Woodruff

    Grants Analyst

    Greater Texas Foundation

    ​Carol Miller

    Director of Grants Management

    Greater Texas Foundation

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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

  • THE ELEPHANT IN THE ROOM: WHAT’S MISSING FROM THE RECENT PUBLIC CONVERSATION ABOUT DAFS

    Contains 1 Component(s)

    The increasing popularity of DAFs is due in large part to the tax breaks they give donors relative to other forms of giving, and the benefits of those breaks only multiply the higher you go up the income wealth ladder. But, ultimately, the advantages that distinguish DAFs and philanthropic giving in general rest on wider privileges built into the tax system as a whole. Publication date: September 2018

    The increasing popularity of DAFs is due in large part to the tax breaks they give donors relative to other forms of giving, and the benefits of those breaks only multiply the higher you go up the income wealth ladder. But, ultimately, the advantages that distinguish DAFs and philanthropic giving in general rest on wider privileges built into the tax system as a whole.

    Publication date: September 2018

    ​Dan Petegorsky

    Senior Fellow and Director of Public Policy

    National Committee for Responsive Philanthropy

  • PHILANTHROPIC RISK: IT’S PERSONAL

    Contains 1 Component(s)

    Foundations big and small couch their strategies around innovation – often complemented by statements about their willingness to take risks in pursuit of those strategies. However, given funders’ current interest in evidence-based work and easily quantifiable results, most haven’t demonstrated an actual willingness or ability to embrace risk. There is one important philanthropic risk that never gets talked about: a risk that likely is the most powerful and overriding influence on foundation actions. It’s a risk that is not programmatic, legal or compliance-focused. It isn’t even particularly about the reputation of the funder. It’s the risk of the personal. Publication date: August 23, 2018

    Foundations big and small couch their strategies around innovation – often complemented by statements about their willingness to take risks in pursuit of those strategies. However, given funders’ current interest in evidence-based work and easily quantifiable results, most haven’t demonstrated an actual willingness or ability to embrace risk.

    There is one important philanthropic risk that never gets talked about: a risk that likely is the most powerful and overriding influence on foundation actions. It’s a risk that is not programmatic, legal or compliance-focused. It isn’t even particularly about the reputation of the funder. It’s the risk of the personal.

    Publication date: August 23, 2018

    Allen Smart

    Philanthropic Advisor

    Grants Management Professional Competency Model

    Lifecycle of a Grant Competencies

    • Planning and Pre-Grant: Design and implement the review process to support an informed grant decision.


  • Philanthropy and the Closing Civic Space: How Donors Are Supporting Organizations Under Threat

    Contains 1 Component(s)

    Over the past 10 years, cross-border grantmaking has become more challenging, and the day-to-day work of civil society organizations in many parts of the world has become increasingly difficult. Organizations have reported that they were running into administrative hurdles created by authorities and that basic laws on (non-government organization) NGO registration or taxation were being used to restrict or shut down their work. At the same time, donors were finding that bank transfers were held up, questioned, or even refused. As they compared notes and pieced these stories together, donors recognized a trend that is now often referred to as the closing space for civil society. Publication date: June 18, 2018

    Over the past 10 years, cross-border grantmaking has become more challenging, and the day-to-day work of civil society organizations in many parts of the world has become increasingly difficult.  Organizations have reported that they were running into administrative hurdles created by authorities and that basic laws on (non-government organization) NGO registration or taxation were being used to restrict or shut down their work. At the same time, donors were finding that bank transfers were held up, questioned, or even refused. As they compared notes and pieced these stories together, donors recognized a trend that is now often referred to as the closing space for civil society.

    A PEAK Insight Journal article.

    Publication date: June 18, 2018

    Julie Broome

    Director

    Ariadne