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780 Results
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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.
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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
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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.
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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 YouthGiving.org 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 workJen 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.
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
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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 practicesSasha Abrams
General Counsel and Secretary
Gordon and Betty Moore Foundation
Cathy Manovi
Grants Officer
Gordon and Betty Moore Foundation
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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
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Women in Philanthropy: Bridging the Technology Gap
Contains 1 Component(s)Session slides from GMN2017.
Session slides from GMN2017.
With women making up the majority of nonprofit staff, they possess a unique ability to act as change makers in their communities. As foundations realize the importance of staying abreast of the advancing world of technology, women in philanthropy can harness this skill to change the way their organizations operate. Join our all-female panel as they talk about how they embraced new technology while facing challenges and leveraging the advantages of being a female technologist in the philanthropic world, regardless of job description or experience.
Julia Cannon
Product Manager, foundationConnect
Salesforce.org
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Un-Restrict Support! An Innovative Approach to Funding
Contains 1 Component(s)Session slides from GMN2017.
Session slides from GMN2017.
Are you rethinking your grants management approach from project-specific funding to unrestricted support? Using the case study of the Citi Foundation’s Community Progress Makers program, which is a $20 million initiative to support 40 high-impact community organizations, we will dive into the trending topic of combating the nonprofit starvation cycle with general operating support.
This session will equip grantmakers to build the infrastructure needed to invest in your partners, not just their projects.Sarita Michaca
Grants Manager
Citi Foundation
Sarita Michaca is grants manager at the Citi Foundation. She is responsible for the global grantmaking administration including application development, grant monitoring and due diligence, as well as information management, analysis and reporting to internal and external stakeholders and IT management. Prior to joining the Foundation in 2014, Sarita worked at a number of nonprofit organizations including the California Community Foundation and LA Caregiver Resource Center.
Sarita holds a Master of Public Administration and a BA in Psychology and French from the University of Southern California. -
Optimizing Your Grants Management Process
Contains 1 Component(s)Session slides from GMN2017.
Session slides from GMN2017.
How long has it been since you took a look at the grants management process of your organization? Just because things have always been done a certain way does not mean they should always be done that way in the future! Come learn why streamlining and optimizing your process is so important. Learn about tools you an use to help you facilitate this process.
Danette Peters
Owner/Founder
Onyx Consulting
