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773 Results

  • DAFs: An Introduction to a Lifetime and Beyond of Philanthropy

    Contains 1 Component(s)

    Session slides from PEAK2018.

    Session slides from PEAK2018.

    In this session, panelists will discuss what a donor advised fund is, the immediate short term gains of a DAF for the individual, and the potential gains (short- and long-term) for the institution that manages the DAF.  Panelists will explore the three models of DAFs--a community foundation, national, and issue-focused. 

    Participants will:

    Get clarity on what DAFs are

    Hear about the advantages and pitfalls of the three DAF models

    Understand the importance of helping both philanthropic and non-philanthropic individuals become more sophisticated in their grantmaking  

    Barrett Coker Krise, CAP®

    Senior Philanthropic Officer

    Community Foundation for Greater Atlanta

    Barrett Coker Krise works with individuals and families to reach their philanthropic giving goals. Prior to joining the Foundation, Barrett worked with Fernbank Museum of Natural History and the Atlanta Opera. Barrett is a member of the Junior League of Atlanta, a member of the Association of Fundraising Professionals and an alumna of the LEAD Class of 2008, a program of Leadership Atlanta. Barrett is a CAP® Chartered Advisor in Philanthropy. Barrett was a member of the Excellence in Family Philanthropy Initiative, a collaborative of 20 Community Foundations and The Philanthropic Initiative. She received her B.A. from Kenyon College in Gambier, Ohio. A fourth-generation native of Atlanta, Barrett lives in the historic neighborhood of Cabbagetown with her husband, Eddie and daughter Vivian.

    Jessica Halpern

    Grants Manager

    Vanguard Charitable

    Maggie Murphy

    Grants Manager

    The New York Community Trust

  • Data Sharing Tools—Stories from Grantmakers

    Contains 1 Component(s)

    Session slides from PEAK2018.

    Session slides from PEAK2018.

    In this panel discussion, you will hear fellow grantmakers talk about their experiences with some of the data sharing tools being promoted by TAG’s Simplify Initiative, including GuideStar for Grant Applications (G4G), Foundation Center’s Electronic Reporting program, Techsoup’s NGOSource, and the toolkit. Panelists will discuss the implementation processes, how to use the tools, how the tools have benefited the foundations and their grantees, and the challenges they’ve encountered. Audience members will be encouraged to ask questions and share their own stories, as well. 

    Participants will:

    Learn how grantmakers are benefiting from the use of data sharing tools

    Find out what it takes to implement data sharing tools

    Explore the challenges of implementing and adopting the tools

    ​Poney Carpenter


  • Embedding Equity Inside and Out: How Grantmaking Process and Change Go Hand-in-Hand

    Contains 3 Component(s)

    Session materials from PEAK2018.

    Session materials from PEAK2018.

    Equity isn’t always on everyone’s radar, and yet it needs to be more than in our individual hearts.  Even if it's not the focus or experience of our organizations, how can we effectively embed equity into the grant process?  Grants managers sit at the core of knowledge practice and are in a key role to help foundations ask the right questions and hear and see information in ways that matter for impact and social change. In this session, participants will discuss the various aspects of grants management and explore a knowledge framework for embedding equity into change grantmaking. Using a tool to understand both internal and external engagement will lead to actions that move grant processes, systems, and analysis toward deeper equity understanding and practice.

    Participants will: 

    Explore how grant information can become meaningful change data

    Navigate issues of who gets to ask the questions and make sense of the answers

    Target knowledge leverage points in ongoing foundation activity

    Discuss how to "speak up" to power while learning with communities not traditionally heard

    Identify ways to roll safely when we stumble… because we all do

    Angela K. Frusciante, PhD


    Knowledge Designs to Change, LLC

    Angela K. Frusciante, MRP, PhD is founder of Knowledge Designs to Change, a strategic research and learning practice serving philanthropic organizations and the social sector. Using co-designed processes for engaged inquiry and strategic design, she works across staff, leadership and grantee and community constituents to identify and implement key knowledge practices.

    Angela has over 20 years of experience in the social sector, dedicated to advancing equity and supporting individual and organizational potential. Prior to founding Knowledge Designs to Change, Angela served as the Graustein Memorial Fund’s first Knowledge Development Officer. She created and managed grant and contract investment related to organizational learning, management systems, program support, network learning and statewide university partnerships.

    Angela believes in the power of the social sector to influence deep and systemic social change through knowledge building, civic design, and public work.

  • Latest Trends in Global Payments

    Contains 1 Component(s)

    Session slides from PEAK2018.

    Session slides from PEAK2018.

    What are the latest trends in global payments, and what strategies are foundations and grantees using to reduce the cost of international payments—and make every dollar go further?

    Participants will:

    Understand global payment trends

    Discover tools that simplify international funding

    Hear the latest thoughts about how blockchain and new technologies may (and may not) revolutionize the way international funding works

    Byard P. Bridge, Jr.

    SVP, Payments Division

    INTL FCStone

    Byard Bridge is the SVP of Global Payments Sales with INTL FCStone Ltd. He has been with INTL since 2006 and is responsible for sales to foundations, non-profits, banks and corporations with emphasis on payments in emerging market currencies. He has over 25 years of FX payments experience in sales, trading and operations working with several non-bank financial institutions over his career.

    Sue-Ellen Speight

    SVP, Payments Division

    INTL FCStone

    Sue-Ellen joined INTL FCStone Ltd in 2013 and leads the West Coast region for the Global Payments business unit.

    She trained as an accountant in Australia and has spent her career working with nonprofits, corporates and banking & fin-tech companies in Australia, Europe and the United States. 

    Sue-Ellen trained at the Stanford Graduate School of Business and has held strategy, marketing and sales roles here in the US. She was a Partner of a European management consultancy leading corporate innovation programs at large nonprofits and corporates across Europe. 

  • Lifecycle of a Program Related Investment (aka Impact Investment): A Practical Guide

    Contains 1 Component(s)

    Session slides from PEAK2018.

    Session slides from PEAK2018.

    This session will provide an overview of what it takes to offer a program related investment (PRI), what the process looks like for a foundation, what a recipient does, and the work that takes place for both the foundation and the recipient. Presenters will also cover typical interest amounts, payments terms, what a recipient does with the funds, and what the foundation does with the funds once they are paid back.

    Participants will:

    Learn the ins and outs of a PRI using real-world examples

    Understand the benefits—to both the foundation and the recipient—of offering PRIs

    Elsa Chin

    Vice President of Global Philanthropy

    J.P. Morgan

    Marion Goldfinger

    Senior Grants Manager for Impact Investments

    John D. and Catherine T. MacArthur Foundation

    Mark Greer

    Associate, Program Operations and Information Management

    The Kresge Foundation

    ​Erik Josephson

    Senior Grants and Contracts Administrator

    Capital Impact Partners

  • Reigniting Your Career Spark

    Contains 1 Component(s)

    Session slides from PEAK2018.

    Session slides from PEAK2018.

    As we mature as leaders, we often shift from cultivating our own career growth to focusing on developing our teams and getting caught up in the "doing" of work.  This session will focus on reigniting the career spark for leaders, who will be inspired to take a personal career inventory of who they are now as leaders and how they want to grow. The presenter will also provide tips and tricks to support that career growth. 

    Participants will:  

    Leave with a checklist and instructions for taking a career inventory

    Learn networking tips

    Find out how to embrace career growth from a place of strength, not scarcity

    Jackie Hanselmann Sergi

    Leadership and Career Empowerment Coach & Founder

    Radical Spark Coaching

    Jackie is the founder and leadership and career empowerment coach with Radical Spark Coaching. After many years in nonprofit, leadership development, and executive recruiting, Jackie launched her own firm, Radical Spark Coaching, that specializes in supporting organizational leaders, new managers, working parents finding their footing, and those in a time of career transition.  Jackie is an International Coaching Federation Associate Certified Coach, a graduate of the Co-Active Coaches Training Institute (CTI), and an affiliate member of the Institute of Coaching, McLean/Harvard Medical School. She is also a Certified Total SDI Inventory Facilitator and a certified DISC practitioner. She holds a Bachelor of Arts in Communications and a minor in Education from Lenoir-Rhyne University.

  • Assessing Nonprofit Financial Health

    Contains 4 Component(s)

    Session slides and handouts from GMN2017.

    Session slides and handouts from GMN2017.

    In order to make sound funding decisions, grantmakers must have a firm grasp of the story told by the numbers. Nonprofit organizations face increasing financial challenges in today's operating environment, but understanding the financial health of both current and prospective grantees is a critical part of the grantmaking process. Focusing on effective approaches to reading and interpreting financial statements, this session will equip grantmakers to understand their grantees' financial reality by presenting concepts and tools applicable to grantees across a range of mission areas and business models.

    ​Hilda Polanco

    Founder and CEO

    Fiscal Management Associates (FMA)

    Hilda is the founder and CEO of FMA, a management consulting firm that builds the capacity of nonprofit and foundation leaders nationwide. Skilled at navigating the challenging relationships between nonprofits and their foundation investors, Hilda designs and delivers training to the staff of nonprofit organizations and supports funder grantmaking and investment strategies designed to maximize grantees’ financial resilience. 

    Hilda has been published widely on a variety of topics in nonprofit fiscal management and leads FMA’s nationwide staff in capacity-building partnerships that leverage place-based strategies and anchor institutions to build community around fiscal management best practices.

  • Youth Giving Is a Philanthropic Force

    Contains 2 Component(s)

    Session slides from GMN2017.

    Session slides from GMN2017.

    Young people worldwide are transforming their communities and themselves by making grants — more than $14 million worth since 2001 — to causes they’re passionate about. In this session, participants will get a summary on what the data shows about youth grantmaking, then hear a conversation about two youth grantmaking programs that reveal the ins and outs of their work. Grants managers will learn practical tips and ideas on how to integrate this form of participatory grantmaking.

    Participants will:
    * Make the most of the information on Foundation Center’s regardless of whether you’re brand new to youth philanthropy or a seasoned veteran
    * Learn how the data that you manage is critical to understanding the current state of philanthropy and shaping its future
    * Learn practical tips and get ideas on how to integrate more participatory grantmaking into your work

    ​Jen Bokoff

    Director of Stakeholder Engagement


    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.

    Amanda Dillon

    Knowledge Services Manager

    Foundation Center

    Alexis Marion

    Secretary, Junior Board Advisor, and Program Officer

    Frieda C. Fox Family Foundation

    Kylie Semel

    Youth Leadership Team Member and Junior Board Member

    Frieda C. Fox Family Foundation 

  • Beyond Direct Grants: Legal Structures for Philanthropic Funding

    Contains 2 Component(s)

    Session slides from GMN2017.

    Session slides from GMN2017.

    This session addressed legal options for funding charitable projects and appropriate structures to optimize charitable work. Discussion included direct grants, re-granting structures, fiscal sponsorship and fiscal agency, contracts, and program-related investments.

    Participants will:
    * Learn grant structures and funding vehicles for achieving large-scale, multiparty outcomes
    * Recognize when a direct grant, joint venture, collaboration, fiscal sponsorship, or fiscal agency makes sense
    * Learn how private foundations strengthen programmatic work with direct charitable activities
    * Discover how program-related investments fill the gap to support socially valuable work, and why foundations use them and related operational practices

    Sasha Abrams

    General Counsel and Secretary

    Gordon and Betty Moore Foundation

    Cathy Manovi

    Grants Officer

    Gordon and Betty Moore Foundation

  • Incorporating DEI in Grantmaking: From Theory to Practice

    Contains 2 Component(s)

    Session slides from GMN2017.

    Session slides from GMN2017.

    In the endeavor to make their grantmaking effective, many philanthropists have adopted practices that may actually undermine their missions. In other cases, there may be blindspots resulting from implicit bias in their grantmaking, which can detract from funders’ missions. Whether intentional or not, the end result is the philanthropy at large has not been as diverse, inclusive, or equitable, as it strives to be in its rhetoric. Through their work they have distilled some promising practices to incorporate DEI in grantmaking, from resources available through D5 Coalition and other organizations. Through this interactive short talk, presenters will share these practices and provide ideas on how to practically engage DEI participants’ own work.

    Nancy Chan

    Director, Consulting Services

    Arabella Advisors

    ​Kelly Brown

    Former Executive Director

    D5 Coalition