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802 Results

  • Bring Your Brave Face: We're Talking Race, Diversity, and Inclusion

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Twenty-first century leadership requires skills to build and grow diverse and inclusive agencies. Diversity, equity, and inclusion (DEI) can no longer live only in documents sitting on a shelf. Now, more than ever, organizations must speak about and live their values around DEI. This session provides a space for participants to dig deep and build language skills and courage muscles to lead data-driven discussions around implementing policies and actions that reflect an organization’s goals for a more equitable community.

    Participants will learn about:

    Articulating key concepts around diversity, equity, and inclusion

    Building language to participate in and/or lead DEI discussions

    Communicating the DEI connection to business objectives, benchmark metrics, and actions

    Denise Barreto

    Managing Partner

    Relationships Matter Now, LLC

    With over 20 years of corporate marketing experience across multiple industries, author, entrepreneur and TEDx presenter Denise Barreto is the founder and managing partner of Relationships Matter Now, LLC, a strategic business consultant firm based outside Chicago. Denise and her firm serves businesses of all sizes, non-profit and government agencies who want to better leverage their relationships to grow their bottom line through strategic planning, HR system infrastructure, organizational and leader development and inclusion and diversity strategy. She was elected twice to the Board of Trustees for the Village of Lake in the Hills, IL and is serving an appointment to the Illinois Business Enterprise Program Council by former Illinois Governor Pat Quinn.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Communications: Listen to others and communicate effectively.
    • Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.

  • Strategies to Improve Diversity and Inclusion on Nonprofit Staffs and Boards

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Tactics used to increase inclusion and representation within nonprofit organizations and the challenges to shifting the organization’s culture.

    Participants will learn about:

    Effective strategies to improve staff and board recruiting

    Best practices for selecting the strongest candidates

    Building effective and inclusive organizations

    Ashley Navarre

    Grants Manager

    Baptist Community Ministries

    Ashley Navarre has more than 10 years of professional experience in the philanthropic sector. She is responsible for the day-to-day operations of the grants management team and advises staff on grants management, the structure of grants, and regulatory compliance requirements. Ashley oversees the administration of grants and contracts and helps to ensure that the necessary processes are in place to accomplish the goals and objectives of BCM.

    In 2015, she successfully led the implementation of a new grant application and data management system. Prior to joining the grantmaking team in 2012, Ashley worked as a Data Analyst for Congregational Wellness. In that role, she managed data integrity to ensure informed learning and decision-making.

    Ashley has a Master’s Degree in Public Administration from the University of New Orleans and is also pursuing a Ph.D. in Urban Studies from the University of New Orleans.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.

  • Ivory Tower No More: Opening Up to Strengthen Philanthropy

    Contains 4 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Does your foundation suffer from Ivory Tower syndrome? Have your policies and practices built a moat around your foundation that is as much an obstacle for you as for others? Avoid creating practices that work against your foundation’s ability to live up to its commitment to serve the public good. This session focuses on the importance of transparency to effective foundation stewardship, and helps you to understand how to shift toward openness in a way that strengthens your foundation by building bridges instead of moats.

    Participants will learn about:

    Different elements of foundation transparency

    Steps foundations can take to improve their transparency practices

    Lessons from peers who are pushing their foundations to get beyond the Ivory Tower syndrome by improving openness around knowledge, measurements, DEI, and grantee feedback

    Amy Anderson

    Programs Operations Manager

    Bush Foundation

    Amy Anderson joined the Bush Foundation in 2010. In her current position as program operations manager, her role includes working with teams across the Foundation to create and implement grant and partner selection processes that are equitable, strategic, thoughtful and transparent. Prior to her work at the Foundation, Amy was at Zachary and Associates, an economic development firm in Detroit (her hometown) for 12 years. As a principal associate, she provided consultation on complex urban redevelopment projects requiring non-conventional funding sources and creative financing solutions.

    ​Janet Camarena

    Director, Transparency Initiatives

    Candid

    Janet Camarena serves as the director of transparency initiatives for Candid, working to champion greater foundation transparency and build a movement for greater openness in the field of philanthropy. A key part of her role is to provide leadership for Glasspockets.org, which she led an inter-departmental team to found and create in 2010. Glasspockets provides a variety of tools and features designed to encourage philanthropic openness.  Prior to her current role, Janet served as director of Foundation Center’s regional office in San Francisco, where she led a regional team in delivering outreach and capacity building services throughout the Western U.S. Janet completed her undergraduate work at Mills College and received a Master’s degree in Library Science from San Jose State University. She serves on the boards of PEAK Grantmaking, the Alameda County Library Foundation, and Community Initiatives, a fiscal sponsorship provider.


    Mona Jhawar

    Learning and Evaluation Manager

    The California Endowment

    Cheryl Milloy

    Senior Learning and Evaluation Officer

    Marguerite Casey Foundation

    Cheryl Milloy manages the learning and evaluation activities of the Foundation. She is responsible for designing and implementing ongoing review and analysis to assess the impact of the Foundation’s work and promote continuous learning and knowledge sharing. Prior to joining the Foundation in 2008, Dr. Milloy conducted applied research and evaluated programs and policies with the Washington State Institute for Public Policy and Urban Policy Research. She also managed programs with a nonprofit statewide coalition of youth organizations in Chicago. Dr. Milloy received a Ph.D. in human development and social policy from Northwestern University, and earned a bachelor’s degree in political science and public policy, along with secondary-level teaching certification, from Swarthmore College.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.
    • Knowledge Management: Capture and apply knowledge to promote learning and improvement.
    • Process and Change Management: Plan and monitor processes efficiently and effectively and manage change as needed to contribute to grantmaker's strategic goals and grantee's success.

  • Best Practices for Designing Effective Grants Management Workflows

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    This session will cover workflow best practices honed from 20 years of helping grantmakers achieve agile social impact. Review standard and modified workflows from leading grantmakers to understand how optimized workflows can simplify processes and maximize impact.

    Participants will learn about:

    Identifying pain points in current processes

    Streamlining workflow by incorporating dynamic approval, automated processes, concurrent versus sequential reviews, and more

    Best practices from leading grantmakers

    Rob Livada

    Vice President, Solutions Architecture

    CyberGrants

    Jeff Summers

    Chief Marketing Officer

    CyberGrants

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Knowledge Management: Capture and apply knowledge to promote learning and improvement.

  • The Roles We Lead: What Next?

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    This roundtable will answer questions and spur discussion about common systems implementation issues.

    Participants will learn about:

    Best practices for addressing systems implementation pain points

    Systems installation war stories and solutions

    ​Leslie Silverman

    Partner, The Giving Practice

    Philanthropy Northwest

    Leslie brings over a decade of experience with private and public grantmakers and in roles touching all areas of grantmaking. She joined The Giving Practice in early 2014. Leslie is thrilled to work with funders in helping them improve and streamline their grantmaking practices and create grantmaking solutions that best advance their strategic interests. As a founding committee member of the national Project Streamline initiative, Leslie also enjoys working with funders interested in strengthening funder-grantee relationships and fostering peer learning among funders and grantees. With years of experience as a program officer for the Corporation for National and Community Service working across five states, and grants manager at the Bill & Melinda Gates Foundation, Leslie applies her cross-sector experience to help organizations be more efficient and effective in how they approach their philanthropy.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Staff and Volunteer Development: Build the capacity of staff and volunteers to be successful in their grantmaking role.

  • Assessing Grantee Financial Health: The Internal Partnership

    Contains 7 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Funders approach the task of assessing grantee financial health in a multitude of ways. Depending on the staffing and structure of a foundation, financial due diligence can be a task undertaken by grants managers, finance staff, program officers, or a team that crosses functional areas. In this session, a panel of funders will discuss different models of assessing grantee financial health.

    Participants will learn about:

    The benefits and drawbacks of various models for assessing grantee financial health

    Strengthening the partnership between grants managers and program officers by working together to understand grantees’ financial health

    The impact of different approaches to financial due diligence on relationships with grantees

    James Gallagher

    Senior Grants Manager, Future of Work

    Ford Foundation

    Jim Gallagher is the senior grants manager for U.S. Programs at the Ford Foundation and has worked across several grant and program-related investment portfolios to reduce poverty and expand economic opportunity for low-income and marginalized people in the US and developing countries.

    Prior to joining Ford, Jim served as grants manager for the John A. Hartford Foundation, the largest US private philanthropy dedicated to aging and health, and before that as a development manager for an international nonprofit organization focused on research, education, and advocacy concerned with aging populations.

    Jim holds a master’s degree in public administration from New York University’s Wagner School of Public Service and a bachelor’s degree in finance from Fordham University.

    Jessica Hickok

    Grants Manager

    Pisces Foundation

    Jessica is grants manager at the Pisces Foundation, overseeing the Foundation’s grantmaking policies, procedures, and systems.

    Previously, Jessica served as The James Irvine Foundation’s grants manager, and, prior to that, she was with the Koret Foundation as a program assistant, program associate, and grants manager. Jessica also has been a Princeton-in-Africa Fellow at the Mpala Wildlife Foundation in Kenya.

    Jessica is an active member of PEAK Grantmaking’s Northern California chapter, most recently serving as membership chair; she also serves as finance officer for the Flaming Lotus Girls, a collaborative, female-driven metal and fire arts group. Jessica is on the boards of The Brooklyn Quarterly, a nonprofit literary endeavor, and Humanities West, a multidisciplinary history and arts organization.

    Jessica graduated from Princeton University with a B.A. in comparative literature.

    Janice Opalski

    Director, Program Financial Services

    Robert Wood Johnson Foundation

    Janice A. Opalski is the director of program financial services at the Robert Wood Johnson Foundation. She supervises three staff members and oversees all activities of the office. Opalski manages the financial due diligence work with applicants and grantees, and administers the financial aspects of the Foundation’s program-related investments and endowment awards. She also provides financial technical assistance to program staff, performs other internal control reviews, and assists the chief financial officer as needed. Opalski is a member of the Risk Committee and the group focused on the Foundation’s work to promote healthy, more equitable communities.

    Opalski began working at the Foundation in October 1976, and was promoted to director of financial monitoring in 1995. Prior to that she worked for the Diocese of Trenton, Religious Education Office.

    Opalski is a member of the Foundation Financial Officer Groups and PEAK Grantmaking. She is also on the finance committee of the Philanthropy Network Greater Philadelphia. She is co-author of a finance paper presented at the Academy of Economics and Finance meeting in 1998.

    Opalski received an MBA and a BS, summa cum laude, in business administration-finance from Rider University, where she was named an Andrew J. Rider Scholar and was elected to Beta Gamma Sigma, the honor society for business students.

    ​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.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Strategic Management: Promote organizational mission and goals and inspire colleagues to achieve them.

    Lifecycle of a Grant Competencies

    • Planning and Pre-Grant: Design and implement the review process to support an informed grant decision.

  • Beyond Diversity Training: Weaving Equity and Inclusion into All Work

    Contains 2 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    How does a large, multi-issue organization address the challenges of race and unequal opportunity underneath many of the social problems we seek to solve? For more than 130 years, United Way has fought for the health, education, and financial stability of every person in every community. But not every person has the same opportunity in every community. We are learning that creating change starts with sometimes difficult discussions and new ways of working—internally and with the communities we serve. We need an explicit focus on racial equity, with new tools, resources, and partnerships to identify disparities, institutional barriers, and implicit biases that maintain inequities despite good work. Hear how United Way is using courageous conversations and equity trainings—backed by data and new indicators of equity—to ensure funders support new partners and equity is a focus for everyone. Share your experiences with equity work. Brainstorm ideas for engaging new partners and resources.

    Participants will learn about:

    New practices to focus on racial equity

    Identifying and engaging partners beyond those they traditionally work with

    Other grants management professionals who are tackling similar issues in their communities

    Matt Aliberti

    Director, Foundations and Grants

    United Way Worldwide

    Mary Ambrose

    Chief Impact Officer

    United Way of Southeast Louisiana

    Protip Biswas

    Vice President of Homelessness & Place Based Initiatives

    United Way of Greater Atlanta

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.

  • Deal Makers and Deal Breakers

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    (This session was cancelled, but the speaker provided her slides.)

    Grapple with the challenge of becoming more open to grantseekers, grantees, community members, and the people you aim to help. Using tools invented by and for grantmakers, participants will assess the explicit ways we welcome and exclude grantseekers. Then, using a serious game, participants will examine implicit cultural norms that can make our organizations more open to some types of grantseekers than others. These tools, processes, and insights were developed by a cohort of Iowa grantmakers who have been working for a year to improve openness practices. The results of their work led Iowa funders to redesign their grant applications, one-to-one communication strategies, site visits, websites, and grant processes. The session is not designed to make the case for openness or provide a simple case study. Instead, participants will experience tools for helping grantmakers increase their empathy and adapt more effectively to change.

    Participants will learn about:

    Open grantmaker practices, systems, and communication

    Values, culture, and norms that may make organizations more or less welcoming to grantseekers

    Grantseeker personas and their potential to change the way organizations design their work

    Stacy Van Gorp

    Co-founder

    See What I Mean

    For the past 20 years, Stacy Van Gorp, Ph.D., has provided consulting services in strategy, planning, and organizational design. Her research includes the role of trust in accelerating innovation, dynamics of philanthropy, networks, and organizational life stage. She is a skilled trainer in innovation, effective meeting design, funder openness, and trust building. She is known for her engaging facilitation style, the ability to integrate human centered design and adaptive leadership practices, wide-ranging curiosity, an Iowa work ethic, and a commitment to keeping people at the center of change processes. 

    From 2007 to 2018, Stacy served as the executive director of the R.J. McElroy Trust, a private foundation focused on inspiring young people. As the Trust’s leader she developed powerful relationships with grantees, signature programs, and catalyzed community change. During her tenure the Trust received recognition for its leadership and streamlined processes.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Communications: Listen to others and communicate effectively.
    • Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.

  • Lessons in Trust-Based Philanthropy

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Trust-based philanthropy is being embraced by a growing number of foundations as a way to mitigate power imbalances between funders and nonprofits. Driven by the central philosophy that funders should approach grantee relationships from a place of trust rather than distrust, the trust-based framework encourages multi-year unrestricted funding, streamlined reporting, and transparent communication. At first glance, it may seem that trust-based practices can be instituted only by foundation leadership and/or senior management. However, more and more grantmaking professionals at every level are finding the power and opportunity to apply aspects of this framework. We’ll feature examples from grants management professionals establishing trust-based practices, as well as their challenges and lessons. Experienced practitioners in trust-based philanthropy will offer tools and tips to build upon those lessons.

    Participants will learn about:

    The six principles of trust-based philanthropy

    Incorporating aspects of trust-based philanthropy in their daily work

    Peer networking and idea sharing to enhance their work and their relationships with grantees

    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.

    Marissa Crawford

    Associate, Grantmaking and International Partnerships

    International Women's Health Coalition

    Marissa joined IWHC in March 2017. In her role, she provides administrative support for IWHC’s grantmaking program and helps to enhance relationships with our grantee partners.

    Previously, Marissa worked as a consultant on a US federal program to secure funding for technological and educational advancements in low-income schools. She has several years of program management and research experience, focusing on human rights and transitional justice in conflict and post-conflict settings.

    Marissa holds a BA in Latin American studies and Spanish literary and cultural studies from Rutgers University, and an MA in political science from the CUNY Graduate Center.

    Phil Li

    President & CEO

    Robert Sterling Clark Foundation

    Phil Li is president & CEO of the Robert Sterling Clark Foundation, where he oversees all aspects of the Foundation management, including finance, program development, grantmaking, and relationships with peer organizations. Prior to that, Phil served as COO at The Century Foundation, a public policy think tank, and at the Brooklyn Community Foundation, where he helped the organization convert from a private foundation to a public charity. For four years he led the philanthropic practice at Changing Our World, a nonprofit consultancy, and prior to that he worked with the Annie E. Casey Foundation on two of its leadership development initiatives. He also served four years as ED of the Coro New York Leadership Center. Phil currently serves as the board of Grantmakers for Effective Organizations and is the immediate past chair of Philanthropy NY. Phil has a BA in Economics and Biology from the University of Pennsylvania and an MBA from The Wharton School in Finance & Strategic Planning.

    Zia Maumenee

    Grants Manager

    Headwaters Foundation

    Zia has spent her career creating and running data management systems, and tracking results and accomplishments. She enjoys implementing efficient and transparent systems that turn data into stories and learning opportunities. She is thrilled to be the Grants Manager at Headwaters Foundation because wellness and helping others is her passion. Zia holds a bachelor’s and a master’s degree in geography. She grew up in the Appalachian hills of southwestern Pennsylvania and now calls Montana home with her husband and two sons.

    Elaine Mui

    Grants and Operations Manager

    General Service Foundation

    Elaine Mui is the grants & operations manager at the General Service Foundation. Prior to GSF, she was the center administrator for the Chief Justice Earl Warren Institute on Law & Policy (formerly Warren Institute on Race, Ethnicity and Diversity) and Center on Reproductive Rights and Justice at Berkeley Law. She was responsible for the overall administrative operations for the academic research centers and supported law and policy program areas in education, immigration, voting rights, criminal justice, opportunity and inclusion, and reproductive justice. Elaine began her career in social justice at Asian Pacific Islander Legal Outreach in San Francisco as the outreach coordinator and later as program developer focused on fundraising. In 2014, she received a UC Berkeley Spot Award for her contributions to the Civil Rights Research Roundtable on Education. Elaine earned her B.A. in Anthropology from UC Santa Barbara and holds certificates and training in event and project management.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.
    • Ethics, Integrity, and Accountability: Act with integrity and accountability.

  • Measuring Impact in Corporate Grantmaking: Moving from Overhead to Outcomes

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Current approaches to measure grantmaking effectiveness often fall short of meeting funders’ needs to understand and articulate the impact of their grantmaking. Mission Measurement’s The Impact Genome is a new tool that considers the deepest challenges of the social sector and the global drive for transparency in every level of business and social enterprise. In this session, through the lens of The Impact Genome Project, participants will scrutinize current measurement methods and learn new evaluation techniques that de-risk investments, measure ROI, and build capacity for nonprofit partners. Mission Measurement will also share its plans for the Corporate Social Impact Measurement Initiative (a Conference Board/Mission Measurement project) to create a common language for impact/outcomes, which will allow companies to compare their social impact performance with their peers in various industries and across social issues.

    Participants will learn about:

    The strength and limitations of current nonprofit measurement techniques

    The most common questions asked in funder reports

    Connecting corporate responsibility goals directly to the outcomes and measures in a grant portfolio

    Grace Piotrowski

    Campaign Manager

    Mission Measurement

    As the campaign manager at Mission Measurement, Grace is part of the Research & Data and Market Development teams. On the Research and Data team, Grace works with The Impact Genome® to review, manage, and deliver impact measurement to governments, foundations, and nonprofits. On the Market Development, team Grace oversees social media management, event planning, and Mission Measurement’s internship and fellowship programs. Grace holds a B.A. in Learning and Organizational Change from Northwestern University. Outside of work you can find her enjoying good meals around the city, visiting obscure museums, and listening to too many political podcasts and musical soundtracks.

    Marcy Twete

    Managing Director, Corporate Market Development

    Mission Measurement

    Marcy Twete is a recognized leader corporate responsibility and sustainability for multinational Fortune 500 companies. She joined social sector data and insights leader Mission Measurement in 2018 as managing director for the company’s corporate services division. The company’s patent-pending Impact Genome® Project enables corporations to better measure the impact of community investment programming through an evidence based, data-driven approach to outcomes evaluation.

    Prior to joining MM, Marcy led sustainability and corporate responsibility at ArcelorMittal. Her background also includes nearly a decade in the nonprofit sector leading and advising annual and capital campaigns ranging from $3 million to $4 billion. Following her work in women’s organizations, she founded a women’s career development initiative that attracted over 1 million women to its services from 2012-2014 and is the author of the book You Know Everybody! A Career Girl’s Guide to Building a Network That Works.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Knowledge Management: Capture and apply knowledge to promote learning and improvement.