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806 Results

  • The Art of Compliance: Effectively Communicating Complex Grantmaking Concepts

    Contains 1 Component(s)

    Session slides from GMN2017.

    Session slides from GMN2017.

    This session will focus on effectively communicating complex concepts to various stakeholders in order to streamline grantmaking practices, ensure compliance, and promote understanding and engagement. As a community foundation, we are uniquely positioned to work with audiences who have a variety of needs and different levels of investment in the process, including donor advised fund holders, corporate donors and their employees, domestic and international grantees, program officers and the executive team. In order to facilitate effective grantmaking, grants managers must often educate stakeholders on grant compliance, roles and responsibilities of participants in the process, and grantmaking practices and procedures.

    Attendees will be presented with tools and techniques for making complex compliance concepts accessible to various audiences, empowering colleagues to be grants management ambassadors, and deepening grantees' understanding of the due diligence process.

    Examples of successes and challenges will be reviewed, and the session will include a discussion of the risks and benefits of certain stakeholders' level of involvement in the process. Specific examples may include: the participation of third parties, such as the employees of corporate donors, in the international vetting process to breakdown language barriers and promote cultural awareness; working with colleagues to craft messages for fund advisors and donors about grant compliance; and communicating with the executive team about the value of your processes and approach to grants management.

    Damon James

    International Grants Andministration Officer

    Silicon Valley Community Foundation

    Christine Morissette

    Director, Grants Adminstration

    Silicon Valley Community Foundation

    D. Lea Rauscher

    Vice President, Grants, Gifts and Compliance

    Silicon Valley Community Foundation

  • From Data to Dashboard

    Contains 1 Component(s)

    Session slides from GMN2017.

    Session slides from GMN2017.

    You know your grant data is robust, but do you want to shine the spotlight on your team’s work? Learn to highlight your data using dashboards to capture the eye of leadership and colleagues. Using real grant data, we will discuss potential stories to tell, which details to use for the best storiess, and how to pick and design your dashboard.

    This session will provide you with resources, tips, and tricks to help you when you return to your office.

    Participants will:

    * Learn a simple way to create a dynamic dashboard
    * Understand dos and don’ts of dashboard visualization
    * Learn some of the best dashboard resources

    Katherine Murphy

    Senior Data & Database Analyst

    Kaiser Permanente

  • From Piles to Smiles – Making Reporting Work

    Contains 2 Component(s)

    Session slides from GMN2017.

    Session slides from GMN2017.

    Let’s talk about reporting requirements.

    Almost every grantmaker requires reports from grantees, but we often do very little with the information we receive. Whether reports are used for simple accountability purposes, to have good stories for the board, to build a relationship with the grantee, to make future funding or strategy decisions, or to build a field, the questions we ask should be purposeful – and the information should be used. GMN’s Project Streamline is conducting an exploration of reporting practice across the field. Come and hear what we’re learning and discuss ideas for making reporting more streamlined and meaningful for you and your grantees.

    Jessica Bearman


    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.

    Jane Ward

    Grants Manager

    Eugene & Agnes E. Meyer Foundation

  • The Role of Grants Managers in Putting Culture into Practice

    Contains 1 Component(s)

    Session slides from GMN2017.

    Session slides from GMN2017.

    A productive foundation culture supports nonprofit success and requires intentionality and constant tending. Though everyone helps shape culture, grants managers play a cross-cutting role in their organizations and are uniquely positioned to identify how their organizational culture is aligned (or not) with its values. Explore how grants managers can shape culture, and learn how doing so increases organizational effectiveness and the success of our grantees.

    Participants will:
    * Gain an understanding of how a productive foundation culture can support better results for grantmakers and nonprofits alike
    * Learn about key moments when grants managers have an opportunity to proactively shape organizational culture in a positive way
    * Hear from peers about specific ways grants managers have influenced their organization’s culture

    Nichole Hoeflich

    Program Specialist

    Grantmakers for Effective Organizations (GEO)

    Ify Mora

    Director of Operations

    Barr Foundation

    Amy Shields

    Program Manager

    Grantmakers for Effective Organizations (GEO)

    Amy Shields is a program manager at Grantmakers for Effective Organizations. She manages the content and development of GEO’s publications. Prior to GEO, Amy worked for the Alexandria Economic Development Partnership in Alexandria, VA, where she was the Director of Research and Strategic Initiatives. Amy started her career at Deloitte working as a strategy and operations consultant with the Federal government. She primarily served clients at the Department of Homeland Security. Amy serves on the board of the Alexandria Small Business Development Center, which supports entrepreneurs and prospective businesses. Amy earned her master’s in public policy and management from Carnegie Mellon University’s Heinz College. She holds a bachelor’s degree in political science with an additional major in international relations from Carnegie Mellon University.

  • Global Funding of Fiscal Intermediaries

    Contains 2 Component(s)

    Session slides from GMN2017.

    Session slides from GMN2017.

    This session will help you understand the role and structures of both domestic and international fiscal intermediaries in foundation grantmaking. The session will also provide you with the tools to maximize your foundation’s ability to support important work through fiscal intermediaries, while adhering to U.S. tax law and economic and trade sanctions.

    Participants will learn:
    * The advantages and disadvantages of funding Fiscal Intermediaries
    * The legal concepts and tax implications of frequently used Fiscal Intermediary structures
    * Best practices in structuring funding to different types of Fiscal Intermediaries

    A. Nicole Campbell

    Chief Executive Officer

    Build Up Advisory Group

    A. Nicole Campbell is a senior advisor who has provided strategic legal, governance, and operational guidance for two of the world’s most prominent philanthropists. With over a decade of experience in the public and private sectors, Nic is adept at working within complex global structures, developing nonprofit organizations from concept phase to full independence, and designing and implementing funding and governance structures for grantees, donors, and collaboratives.

    Nic is founder and CEO of Build Up Advisory Group, a bespoke consulting firm that helps philanthropists, philanthropies, and social sector organizations manage risk in their governance, grant making, and operational infrastructure. She is also President of Build Up, Inc., a fiscal sponsor that incubates and supports transformational projects.

    Nic received her B.S. from M.I.T., her J.D. from Northeastern University School of Law, and her LL.M. in Taxation from NYU School of Law.

    Paige Granger

    Grants Officer

    Open Society Foundations

    Marla López

    Grants Officer

    Open Society Foundations

  • One Foundation’s Journey into Developing an Impact Assessment Framework

    Contains 1 Component(s)

    Session slides from GMN2017.

    Session slides from GMN2017.

    Learning and assessment has been top-of-mind for many foundations. Trying to answer the question “What is the impact of our grantmaking?” is particularly challenging for a funder that provides much-needed general operating support (GOS) to organizations that serve a diverse range of populations in a wide variety of sectors. This short talk will examine one foundation’s process of developing an assessment system designed to generate meaningful information about the impact of its GOS funding on grantee organizational effectiveness, including lessons learned and the road ahead.

    Angela Carr

    Grants Manager

    Weingart Foundation

    Angela Carr joined Weingart Foundation in 2009 as a program assistant. As Grants Manager, she is responsible for database management and information systems that support the Foundation’s overall grantmaking. Prior to her transition into philanthropy, she worked with Boys & Girls Clubs for seven years. Angela holds a master’s degree in public administration from California State University, Fullerton, and a bachelor’s degree from Hope International University in California.

    ​​Joyce Ybarra

    Program Officer

    Weingart Foundation

  • 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


    Anthony Putignano

    Chief Technology Officer


  • 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


    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


    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


    The Blue Cross and Blue Shield of Louisiana Foundation

    Andrea Zussman

    Manager, Regional Vibrancy and Sustainability

    Northern California Grantmakers