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780 Results

  • GEO: Translating Values into Practice

    Contains 1 Component(s)

    Part of GEO's Culture Resource Guide is this conversation starter on values. Publication date: July 3, 2018

    Part of GEO's Culture Resource Guide is this conversation starter on values.

    Publication date: July 3, 2018

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




  • Tying Grant Practices to Foundation Values

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Building from the work of PEAK Grantmaking’s Walk the Talk project, this interactive session will review the Hewlett Foundation’s process to define a philosophy of grant practice that stems from its guiding principles. Hear questions with which the Hewlett Foundation is still grappling. Workshop your own questions around aligning foundation grantmaking practices with values.

    Participants will learn about:

    Analyzing and codifying the relationship between a foundation’s grantmaking practices and its values

    Questions and constraints on aligning foundation grantmaking practice and values

    Working toward greater alignment between foundation values and practices

    ​Aimée Bruederle

    Grants Officer, Global Development and Population Program

    William and Flora Hewlett Foundation

    Aimée Bruederle is Grants Officer for the Global Development and Population program at the William and Flora Hewlett Foundation. She partners with program staff on the operational aspects of international grantmaking. Prior to joining the Hewlett Foundation, Aimée worked as a grants manager at the Tides Foundation. Aimée holds a bachelor’s in business administration from the University of Wisconsin in Madison, Wis. In addition, she obtained a specialization in international business at the Copenhagen Business School. She earned her Master’s in Public Health with an emphasis on Women’s and Reproductive Health from Johns Hopkins University in May 2017.

    Brooke Treadwell

    Grants Officer

    William and Flora Hewlett Foundation

    Brooke Treadwell is a grants officer for the Education program at the William and Flora Hewlett Foundation. She is responsible for grantmaking operations, practices and data analysis across the foundation’s strategies for Open Educational Resources and K-12 Teaching and Learning.

    Brooke has over 15 years of experience in the nonprofit sector, working most recently at UNESCO, where she implemented education policy reforms in Burma/Myanmar. Prior to that she was senior associate at the DeBoer Foundation where she managed a portfolio of grants supporting education and global development projects.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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

    Lifecycle of a Grant Competencies

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

  • Revisit Reporting: PEAK Insight Journal Collection

    Contains 1 Component(s)

    An issue of PEAK Insight Journal devoted to the topic of reporting. Original publication date: 2018

    An issue of PEAK Insight Journal devoted to the topic of reporting.

    Too often, funders are missing the connections, lessons, and relationships that grant reporting could and should be making. Reporting is often our field’s first (and sometimes only) opportunity to explore the space between what we hoped for and what actually happened. Reviewing and responding to a grant report can be a critical part of an ongoing conversation between a grantmaker and its nonprofit partners. Reporting can be designed and deployed to benefit the shared work of the funder and grantee. Reporting can lead to greater results.

    Original publication date: 2018

    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.

  • Participatory Grantmaking 101: Inclusive and Effective Strategic Practice

    Contains 2 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    This session highlights findings from research the Foundation Center conducted to prepare its GrantCraft guide (released in October 2018) on participatory grantmaking. Explore the “why” and the “how” of participatory grantmaking, from its benefits and its challenges to its mechanics for recruiting community members, reviewing applications, and making decisions. Hear about the practical, real-world experience of two foundations that have been using this approach for years. A cross-section of presenters will offer both a field-wide view and specific anecdotes from within PEAK Grantmaking member foundations.

    Participants will learn about:

    The definition of participatory grantmaking

    The mindset and practice of participatory grantmaking

    Making the case for participatory grantmaking

    ​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.

    Arlene Wilson-Grant

    Grants Manager

    Disability Rights Fund & Disability Rights Advocacy Fund

    Arlene Wilson-Grant is the grants manager for the Disability Rights Fund and Disability Rights Advocacy Fund. Prior to joining the Funds in 2012, Arlene served as the grants specialist with the Skoll Foundation, where she served as the key liaison between grantees, program, and finance staff for three philanthropic entities. She joined the Skoll Foundation from the Public Health Institute, where she managed federal and state contracts with for-profit companies, community-based organizations, and government entities. Prior to that, she spent nearly seven years as a program officer at the Sacramento Region Community Foundation where she helped donors identify effective funding strategies and developed and implemented regional grantmaking programs. Arlene participates in PEAK Grantmaking and is a founding member of the Human Rights Funders Network's Grants Operations Coordinating Committee. Arlene received a Bachelor of Arts in Political Science from the University of California, Davis.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.
    • Strategic Management: Promote organizational mission and goals and inspire colleagues to achieve them.

  • PEAK Grantmaking Regional Chapters

    Contains 1 Component(s)

    PEAK Grantmaking’s Regional Chapters provide grantmaking professionals with opportunities to connect and network, as well as learn the “how” of grantmaking at educational sessions closer to home. All members are welcome to attend any regional chapter.

    PEAK Grantmaking’s Regional Chapters provide grantmaking professionals with opportunities to connect and network, as well as learn the “how” of grantmaking at educational sessions closer to home. All members are welcome to attend any regional chapter.

  • Bring Your Brave Face: We're Talking Race, Diversity, and Inclusion

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Twenty-first century leadership requires skills to build and grow diverse and inclusive agencies. Diversity, equity, and inclusion (DEI) can no longer live only in documents sitting on a shelf. Now, more than ever, organizations must speak about and live their values around DEI. This session provides a space for participants to dig deep and build language skills and courage muscles to lead data-driven discussions around implementing policies and actions that reflect an organization’s goals for a more equitable community.

    Participants will learn about:

    Articulating key concepts around diversity, equity, and inclusion

    Building language to participate in and/or lead DEI discussions

    Communicating the DEI connection to business objectives, benchmark metrics, and actions

    Denise Barreto

    Managing Partner

    Relationships Matter Now, LLC

    With over 20 years of corporate marketing experience across multiple industries, author, entrepreneur and TEDx presenter Denise Barreto is the founder and managing partner of Relationships Matter Now, LLC, a strategic business consultant firm based outside Chicago. Denise and her firm serves businesses of all sizes, non-profit and government agencies who want to better leverage their relationships to grow their bottom line through strategic planning, HR system infrastructure, organizational and leader development and inclusion and diversity strategy. She was elected twice to the Board of Trustees for the Village of Lake in the Hills, IL and is serving an appointment to the Illinois Business Enterprise Program Council by former Illinois Governor Pat Quinn.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Communications: Listen to others and communicate effectively.
    • Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.

  • Strategies to Improve Diversity and Inclusion on Nonprofit Staffs and Boards

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Tactics used to increase inclusion and representation within nonprofit organizations and the challenges to shifting the organization’s culture.

    Participants will learn about:

    Effective strategies to improve staff and board recruiting

    Best practices for selecting the strongest candidates

    Building effective and inclusive organizations

    Ashley Navarre

    Grants Manager

    Baptist Community Ministries

    Ashley Navarre has more than 10 years of professional experience in the philanthropic sector. She is responsible for the day-to-day operations of the grants management team and advises staff on grants management, the structure of grants, and regulatory compliance requirements. Ashley oversees the administration of grants and contracts and helps to ensure that the necessary processes are in place to accomplish the goals and objectives of BCM.

    In 2015, she successfully led the implementation of a new grant application and data management system. Prior to joining the grantmaking team in 2012, Ashley worked as a Data Analyst for Congregational Wellness. In that role, she managed data integrity to ensure informed learning and decision-making.

    Ashley has a Master’s Degree in Public Administration from the University of New Orleans and is also pursuing a Ph.D. in Urban Studies from the University of New Orleans.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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

  • Ivory Tower No More: Opening Up to Strengthen Philanthropy

    Contains 4 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Does your foundation suffer from Ivory Tower syndrome? Have your policies and practices built a moat around your foundation that is as much an obstacle for you as for others? Avoid creating practices that work against your foundation’s ability to live up to its commitment to serve the public good. This session focuses on the importance of transparency to effective foundation stewardship, and helps you to understand how to shift toward openness in a way that strengthens your foundation by building bridges instead of moats.

    Participants will learn about:

    Different elements of foundation transparency

    Steps foundations can take to improve their transparency practices

    Lessons from peers who are pushing their foundations to get beyond the Ivory Tower syndrome by improving openness around knowledge, measurements, DEI, and grantee feedback

    Amy Anderson

    Programs Operations Manager

    Bush Foundation

    Amy Anderson joined the Bush Foundation in 2010. In her current position as program operations manager, her role includes working with teams across the Foundation to create and implement grant and partner selection processes that are equitable, strategic, thoughtful and transparent. Prior to her work at the Foundation, Amy was at Zachary and Associates, an economic development firm in Detroit (her hometown) for 12 years. As a principal associate, she provided consultation on complex urban redevelopment projects requiring non-conventional funding sources and creative financing solutions.

    ​Janet Camarena

    Director, Transparency Initiatives

    Candid

    Janet Camarena serves as the director of transparency initiatives for Candid, working to champion greater foundation transparency and build a movement for greater openness in the field of philanthropy. A key part of her role is to provide leadership for Glasspockets.org, which she led an inter-departmental team to found and create in 2010. Glasspockets provides a variety of tools and features designed to encourage philanthropic openness.  Prior to her current role, Janet served as director of Foundation Center’s regional office in San Francisco, where she led a regional team in delivering outreach and capacity building services throughout the Western U.S. Janet completed her undergraduate work at Mills College and received a Master’s degree in Library Science from San Jose State University. She serves on the boards of PEAK Grantmaking, the Alameda County Library Foundation, and Community Initiatives, a fiscal sponsorship provider.


    Mona Jhawar

    Learning and Evaluation Manager

    The California Endowment

    Cheryl Milloy

    Senior Learning and Evaluation Officer

    Marguerite Casey Foundation

    Cheryl Milloy manages the learning and evaluation activities of the Foundation. She is responsible for designing and implementing ongoing review and analysis to assess the impact of the Foundation’s work and promote continuous learning and knowledge sharing. Prior to joining the Foundation in 2008, Dr. Milloy conducted applied research and evaluated programs and policies with the Washington State Institute for Public Policy and Urban Policy Research. She also managed programs with a nonprofit statewide coalition of youth organizations in Chicago. Dr. Milloy received a Ph.D. in human development and social policy from Northwestern University, and earned a bachelor’s degree in political science and public policy, along with secondary-level teaching certification, from Swarthmore College.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.
    • Knowledge Management: Capture and apply knowledge to promote learning and improvement.
    • 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.

  • Best Practices for Designing Effective Grants Management Workflows

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    This session will cover workflow best practices honed from 20 years of helping grantmakers achieve agile social impact. Review standard and modified workflows from leading grantmakers to understand how optimized workflows can simplify processes and maximize impact.

    Participants will learn about:

    Identifying pain points in current processes

    Streamlining workflow by incorporating dynamic approval, automated processes, concurrent versus sequential reviews, and more

    Best practices from leading grantmakers

    Rob Livada

    Vice President, Solutions Architecture

    CyberGrants

    Jeff Summers

    Chief Marketing Officer

    CyberGrants

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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

  • The Roles We Lead: What Next?

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    This roundtable will answer questions and spur discussion about common systems implementation issues.

    Participants will learn about:

    Best practices for addressing systems implementation pain points

    Systems installation war stories and solutions

    ​Leslie Silverman

    Partner, The Giving Practice

    Philanthropy Northwest

    Leslie brings over a decade of experience with private and public grantmakers and in roles touching all areas of grantmaking. She joined The Giving Practice in early 2014. Leslie is thrilled to work with funders in helping them improve and streamline their grantmaking practices and create grantmaking solutions that best advance their strategic interests. As a founding committee member of the national Project Streamline initiative, Leslie also enjoys working with funders interested in strengthening funder-grantee relationships and fostering peer learning among funders and grantees. With years of experience as a program officer for the Corporation for National and Community Service working across five states, and grants manager at the Bill & Melinda Gates Foundation, Leslie applies her cross-sector experience to help organizations be more efficient and effective in how they approach their philanthropy.

    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.