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773 Results

  • Overcoming Software Overload: A Glimpse into the Future of Grantmaking

    Contains 1 Component(s)

    Session slides from GMN2017.

    Session slides from GMN2017.

    First came pen and paper. Then as we entered the digital age, we moved to PDF applications and spreadsheets. Finally came a level of efficiency previously unrivaled – a “management system” for every conceivable need. Somewhere along the way, grants managers began conforming to the limitations of these systems, making many compromises.

    We envision a near future with far fewer compromises – one where modern software systems can communicate with each other, integrate in new and exciting ways, and provide customization capabilities that work for you, not against you.

    Participants will:
    * Be briefed on the results of a survey revealing the most popular software solutions used across many foundations
    * Learn about present-day tools and strategies you can use to better integrate and customize that software to work for you
    * Explore key insights on the future of grantmaking software

    ​Natalie Hirsch

    Director of Product Management

    WizeHive

    Anthony Putignano

    Chief Technology Officer

    WizeHive

  • Pennies for Progress: A Decade of Boom for Philanthropy, A Bust for Social Justice

    Contains 2 Component(s)

    Session slides for GMN2017.

    Session slides for GMN2017.

    Which funders are leading the pack in giving to empower movements for social justice? Have the last 10 years seen any change in foundation giving as general support? How do corporate foundations measure up to their independent and community peers? These questions and more will be answered in this session on the most recent edition of the National Committee for Responsive Philanthropy’s (NCRP) popular series of reports, The Philanthropic Landscape. The retrospective includes an analysis of 10 years’ worth of new data from the Foundation Center on giving for social justice and underserved communities from 2003-2013. Presenters will illuminate the trends and impact of funding for advocacy, organizing, and civic engagement, as well as share reactions to the insights into their systems change work and positive outcomes from the past decade.

    Participants will:
    * Understand trends on funding for social justice and underserved communities originating from independent, corporate, and community foundations
    * Hear examples of foundation best practices in giving for social justice and underserved communities in light of these data
    * Understand the importance of advocacy, organizing, and civic engagement for nonprofit partners in light of the current policy environment

    Ryan Schlegel

    Senior Research and Policy Associate

    National Committee for Responsive Philanthropy

    Roxana Tynan

    Executive Director

    LAANE

    Hanh Cao Yu

    Chief Learning Officer

    The California Endowment

  • Grantmaking Toolkit: Intermediary Partners

    Contains 1 Component(s)

    Session slides from GMN2017.

    Session slides from GMN2017.

    Has your organization considered working with intermediaries? Do you already participate in intermediary grantmaking but are unclear of the costs and benefits of this relationship? Intermediaries can be strategic partners by supporting funders as thought partners, issue experts with technical acumen, and nimble implementers of bold strategy.

    In this session, you will engage with a panel of funders and intermediaries who will explore the role intermediaries play in strategic grantmaking. Grants managers can support transformational change by incorporating the expertise, capacity, and legal bandwidth of intermediaries as part of their strategic toolkit. Together, the panel and audience will explore obstacles and methodologies and arrive at good grantmaking solutions.

    Intermediary grantmaking can play a critical role in extending and enhancing philanthropic impact. Find out how!

    Nancy Herzog

    Senior Director, Grants Administration

    National Endowment for Democracy

    Amanda Keton

    General Counsel

    Tides Foundation

    Rachel Kimber

    Grants Manager

    Arcus Foundation

    Magui Rubalcava Shulman

    President/Founder

    Borealis Philanthropy

  • Working Together: Effective Funder Collaboration in Disaster Grantmaking

    Contains 1 Component(s)

    Session slides from GMN2017.

    Session slides from GMN2017.

    When a disaster strikes, funders are often eager step forward to assist in community recovery efforts. A clear model for convening and collaborating in all phases of the disaster lifecycle is vital. Through a national partnership, the Council on Foundations and the Center for Disaster Philanthropy will offer lessons learned and practical tools to maximize funder collaboration for effective disaster grantmaking. Participants will also get to hear about a successful funder collaboration.

    Participants will:
    * Learn tips on how to successfully collaborate with other funders throughout the disaster lifecycle
    * Gain insights from recent successful disaster-related collaborations
    * Learn information on the latest national disaster philanthropy resources available

    Stacie Freasier

    Director of Knowledge Services

    Council on Foundations

    Anna Hurt

    Assistant Director of Disasters and Grants

    Center for Disaster Philanthropy

    ​Michael Tipton

    President

    The Blue Cross and Blue Shield of Louisiana Foundation

    Andrea Zussman

    Manager, Regional Vibrancy and Sustainability

    Northern California Grantmakers

  • Is Being a Consultant the Next Move in Your Career?

    Contains 2 Component(s)

    Session slides from GMN2017.

    Session slides from GMN2017.

    You are busy at your full-time grants management job. Your phone rings. Alas! It is a philanthropic colleague who values your expertise in grants management. They ask the question, “Have you ever considered consulting?” What do you say?

    This session is designed to provoke discussion and exploration of consulting as a career path option, a side job, a pro bono position, or a full-time gig. Panelists will share a bird’s eye view of suggestions to help you make a decision, how to get started, and lessons learned from first-time consulting experiences.

    Participants will:
    * Discover the value of your grants management knowledge
    * Study consulting option is the right fit for them
    * Become aware of necessary, applicable contractual obligations

    Lourdes Inga

    Philanthropy and Grantmaking Practice Consultant

    Danette Peters

    Owner/Founder

    Onyx Consulting

    Rebecca Smith

    Senior Consultant

    1892 consulting

    Ursula Stewart

    Grants Manager

    New York State Health Foundation

    At NYSHealth, Ursula ensures that best practices are followed in compliance with regulatory and audit requirements; and oversees the overall success of the database environment by implementing strategic solutions to continuously enhance NYSHealth processes.

    Ursula has 30 yrs of grants management and database experience. She was recently recognized by Salesforce with a Trailblazer Award for leading NYSHealth’s innovative use of its grants management system. She has presented at philanthropic and technology conferences and events; and provides strategic analysis of processes and data management expertise to philanthropic organizations. She co-chaired the 2016 PEAK Grantmaking Conference; and was co-chair of the Grants Managers Network and led its transition to a national nonprofit organization.

    Ursula served as an advisory board member for PEAK Grantmaking’s New York region and chaired its program and membership committees. Ursula studied French horn and music composition at the Juilliard School.

  • It’s Not You, It’s Me: Breaking Up with Your Organization’s Inequitable Funding Practices (slides)

    Contains 1 Component(s)

    Session slides from GMN2017.

    Session slides from GMN2017.

    Funders have increasingly emphasized the concept of equity in their philanthropic support. Although these funders are becoming more aware of the role grantmaking plays in dismantling systemic oppression and inequitable outcomes, they may be unaware of how the policies, procedures and practices guiding their own funding may systemically prevent well-suited organizations from receiving support.

    Two separate departments within Blue Cross and Blue Shield of Minnesota Foundation have recently examined how the policies surrounding their community giving can be changed to uplift communities facing the greatest health disparities. The Center for Prevention completed a thorough review to identify areas where policies, procedures, and practices created or reinforced barriers for certain organizations. After revisiting our organizational mission and values around equity and fairness, we identified key areas of our process that did not align. After many deep conversations about changes that could be made and their potential for more equitable outcomes, the team developed recommendations that are currently being piloted and evaluated. The Blue Cross and Blue Shield of Minnesota Foundation similarly piloted new engagement strategies and eligibility requirements to uplift organizations led by and serving communities of color, as well as organizations serving rural Minnesotans.

    This session will describe the process the Center for Prevention used to identify areas for improvement, key changes made to our process, and the outcomes of process modifications this far.

    By participating in this session, funders will have:
    * A starting point for key conversations around equity in their organizations
    * Inspiration, support, and resources to examine their own grantmaking policies, procedures and practices
    * The ability to identify potential barriers and resistance (both internally and within the public)
    * Understand how to begin to make the changes necessary to work towards more equitable outcomes for the communities they serve

    Erika Grace "E.G." Nelson

    Senior Community Funding Coordinator, Center for Prevention

    Blue Cross and Blue Shield of Minnesota

  • Data: The Power Tool for Human Rights Funding

    Contains 1 Component(s)

    Session slides from GMN2017.

    Session slides from GMN2017.

    Are you a data champion or data skeptic? Both are encouraged to attend this session! Foundation Center will provide an overview of its multi-year research effort with the International Human Rights Funders Group that brings together grants data from 803 funders in 46 countries to inform an ambitious slate of research materials – a yearly key findings report, a cross-cutting website, and a mapping tool that allows users to drill down to the individual grants level.

    The session will focus on the genesis and evolution of the project, as well as the importance of "research with a purpose," highlighting input from funders that informed the process and emphasizing the value of having a clear set of questions in designing useful research. And, most importantly, we’ll talk about how the key to field-wide research is good data, and how you as grants managers make this possible. We’ll also address challenges related to the effort of synthesizing grants data from a number of funders, because nothing is ever as smooth as it looks.

    Participants will:
    * Learn the considerations that go into developing a large cross-foundation research initiative
    * Find out specific use cases for how landscape research around human rights has been used to inform decision making within foundations
    * Get ideas on how knowledge synthesis and sharing across foundations might help their own work

    Myriam Fizazi-Hawkins

    Director, Grantmaking Resource Center

    National Endowment for Democracy

    Anna Koob

    Knowledge Services Manager

    Foundation Center

    Sarah Tansey

    Program Manager, Research and Policy

    International Human Rights Funders Group

    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.

  • Embracing the Best Practices: How Grantmakers Are Using the Standards for Excellence® in their Capacity Building and Due Diligence Efforts

    Contains 1 Component(s)

    Session handout from GMN2017.

    Session handout from GMN2017.

    This session will introduce a set of best practices for nonprofit management and governance as outlined in the Standards for Excellence: An Ethics and Accountability Code for the Nonprofit Sector®. It will also illustrate exemplary standards through real examples, and review the tools, resources, learning opportunities, accreditation and recognition available to assist nonprofit management and the grantmakers that support them. This session will also include a discussion and overview of a case study describing how the Community Foundation of Northeast Alabama, has utilized the resources of the Standards for Excellence® program to help strengthen grantees, quality of management, leadership and service in its community.

    Participants will:
    * Learn how grantmakers can support the efforts of nonprofits to become well-governed and responsibly managed organizations who improve their operations, governance, and long-term sustainability
    * Discover programs grantmakers can utilize as they streamline their due diligence efforts while encouraging strong nonprofits
    * Understand how nonprofits struggling with issues related to board governance, volunteerism, financial responsibility, management and program evaluation can improve
    * Become aware of how to access and utilize the resources, tools and skills available to assist organizations in modifying their management strategies and practices

    ​Amy Coates Madsen

    Director

    Standards for Excellence Institute 

    ​Heather Lamey

    Director of Donor Grants and Standards for Excellence

    Community Foundation of Northeast Alabama

    Jennifer Maddox

    President and CEO

    Community Foundation of Northeast Alabama

  • Grantmaking: Investing in Change

    Contains 1 Component(s)

    Session slides from GMN2017.

    Session slides from GMN2017.

    Grantmakers continue to look for innovative ways to leverage the value of their charitable resources. Charitable or impact investing are trending concepts, but how can these trends benefit your organization and your charitable programs in efficient and impactful ways. Participants will have the opportunity to discuss ways to drive their charitable mission(s) through strategic charitable grants and investments, including getting acquainted with charitable investments and strategies; evaluating the benefits of investing in grantmaking; judging key governance and operational considerations; looking at types of charitable Iinvestments; measuring impact (inputs, outputs, outcomes, and impact); and assessing special considerations for international Investments.

    Participants will:
    * Gain familiarity with the landscape of impact investing
    * Understand both key risks and key opportunities in impact investing
    * Learn ways to enhance impact of grants

    Chad Martin

    Development & Exempt Organizations Practice

    KPMG LLP

    Ayorinde M'cleod

    Grants Manager

    The Leona M. and Harry B. Helmsley Charitable Trust

  • No Longer Arbitrary: Using Data to Drive Policy Decisions

    Contains 1 Component(s)

    Session slides from GMN2017.

    Session slides from GMN2017.

    Many foundations are beginning to use grantmaking (and other) data to drive their internal policy decisions. Grants managers are at the forefront of collecting, interpreting, and presenting such data to help generate buy-in for changes at the staff and/or board levels. This is to ensure that all policies are backed by data rather than inertia or arbitrary decisions. Examples can include changes to delegated grant approvals/amounts, letter of inquiry processes, demographic data collection, and more.

    Participants will:
    * Learn how to fully examine how foundations selected their data
    * Learn how organizations filter and present their data
    * Understand how data helps support foundation-wide learning
    * Become empowered to be a key partner in strategic planning

    Michael Castens

    Grants and Operations Manager

    The Winthrop Rockefeller Foundation

    Jonathan Goldberg

    Director of Grants Management and Information Systems

    Surdna Foundation


    Suki O'Kane

    Director of Administration

    Walter & Elise Haas Fund