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806 Results

  • 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


    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


    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


    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

  • Owning the Room – At Ease in the Spotlight: A Focus on Nonverbal Communication

    Contains 1 Component(s)

    Session slides from GMN2017.

    Session slides from GMN2017.

    Actors do it all the time – use body language to own the room and exude confidence. In a one-on-one or a group meeting, how we enter the room, stand, sit, and speak has an unconscious effect on those around us as well as ourselves. This session will present scientific studies and provide simple modifications each of us can make in our body language to demonstrate confidence. Participants' activity will include emulating some of these behaviors including "taking the stage."

    Participants will:
    * Learn and identify nonverbal signals
    * Achieve power posing for confidence
    * Practice nonverbal skills (handshake, entering a room, power pose, etc.)

    LaShonda Barnett

    Grants & Research Manager

    Dallas Women's Foundation

    LaShonda has been working in the non-profit arena for more than 15 years, the last ten of which have been in the area of foundation grants management. Her diverse educational background coupled with more than 10 years as an administrator has given her a broad knowledge base and unique perspective on various topics. She has a passion for public service and the innate ability to effectively communicate with a wide range of audiences. She has a strong customer service foundation, has worked in organizational fund development, has written and managed private and government grants for nonprofit organizations, has served as project manager on several large community-based education initiatives and currently serves on the Texas Regional Leadership Team of PEAK Grantmaking. LaShonda’s personal mission is to move individuals to take action to improve their own communities. She strongly believes we all have something positive to contribute and should seek to do so.

    Katrin Blucker Ludwig

    Community Grants Manager

    Methodist Healthcare Ministries of South Texas

    Katrin has worked in grantmaking since 2008. She works to advance MHM’s mission, strategies, and goals by leading, managing, and enhancing the operational aspects of MHM’s grant making to include regional initiatives.

    She is also a teaching artist for the San Antonio affiliate of the Wolf Trap Early Learning through the Arts. Previously, she founded and served as executive director of an arts nonprofit in the Chicago area. Volunteerism includes co-chair for Texas Behavioral Health Funders Group, chair of the Strengthening Nonprofits Committee of the San Antonio Area Foundation (to build capacity of NPOs to increase their effectiveness/sustainability), and Texas Chapter chair for PEAK Grantmaking (2016 & 2017).

    She is a member of the American Evaluation Association, San Antonio Funders Group, Rural Funders Group of Philanthropy Southwest, and Puppeteers of America. She has a Master’s Degree in Nonprofit Management from North Park University, and a Bachelor's from Northwestern University in theater.

  • Simplify Grantmaking with Data Sharing Tools

    Contains 1 Component(s)

    Session slides from GMN2017.

    Session slides from GMN2017.

    The Technology Affinity Group’s Simplify Initiative promotes the adoption of 30+ tools which facilitate data sharing to simplify the grantmaking process. In this session, we will look at a variety of tools which help share nonprofit data, share funder data, and improve funder processes. For each tool, we’ll dive into what it does, the benefits it can provide, and what is involved with implementing it within your organization. The list of tools we’ll discuss includes several web applications and APIs from GuideStar and the Foundation Center, the new BRIDGE ID system, the Cultural Data Project, NGOsource, the International Aid Transparency Initiative,, and others.

    Participants will:

    * Develop an understanding of the different tools available to help share nonprofit data, share funder data, and improve funder processes  

    * Identify which tools might be of direct benefit to your organization

    * Understand what effort would be required to implement and use those tools

    ​Poney Carpenter


  • The Pitfalls of Global Payments and Best Practices to Avoid Them

    Contains 1 Component(s)

    Session slides from GMN2017.

    Session slides from GMN2017.

    Managing foreign exchange (FX) in a project-based environment is a key piece of the financial activities of international aid and development organizations. With the myriad challenges involved – compliance risk, financial controls, opaque pricing – it is often difficult to determine the best currency conversion procedures. Millions of dollars in donor funds are wasted each year on currency conversions that can be avoided by adapting simple principles within an organization’s finance department. This session will highlight the leading FX industry practices using case studies and practical concepts which can be used to maximize the funding that is available at the local level. Join FX and currency expert INTL Global Currencies for this informative session that will include a general overview of FX markets, advantages of using electronic platforms, and current trends in FX management.

    Participants will:
    * Enhance their understanding of current trends in global financial markets and contracting for local currency
    * Learn the importance of accessing competitive exchange rates for international transfer and the concept of “competitive bidding” and how to apply it
    * Find out about using online platforms to improve international funding operations and the inherent risk of leaving surplus funding in the field and how to avoid it
    * Understand just-in-time funding and the accounting advantages of knowing foreign exchange costs up front

    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. 

  • Spotting the Missing Tech in Grant Proposals

    Contains 1 Component(s)

    Session slides from GMN2017.

    Session slides from GMN2017.

    You’ve evaluated plenty of grant proposals and you totally know what you’re doing…except when it comes to technology. You’re not a tech expert – so how can you assess whether technology requirements are adequately covered in a proposal? Have applicants budgeted enough for technology? Do they have the capacity to manage the technology aspects of a project?  Without the right technology infrastructure and support, many projects are doomed to fail. Through a combination of formal presentation and break-out discussions, in this session you will learn which aspects of technology often get overlooked, questions to ask in the application process that help you and your applicants think through technology needs, and ways to support your grantees’ technology success.

    Participants will: * Learn which aspects of technology most often get overlooked and under-funded  * With peers, develop ideas for how your grant application, review, and feedback processes can help address this problem * Consider new ways to support grantees’ technology success

    Karen Graham

    Executive Director