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Reducing Risk and Communicating about Compliance: Using Intermediaries in Grantmaking
Contains 1 Component(s)Session materials from PEAK2019.
Session materials from PEAK2019.
This session will focus on grantmaking through intermediaries. From key terminology (“fiscal sponsor” vs. ”fiscal agent”) to benefits and best practices for communicating with intermediaries, participants will discuss managing the relationship with stakeholders during the grantmaking process and the effect of intermediaries on systems and technology related to grants management.
Participants will learn about:
Key terminology related to working with intermediaries
Benefits and best practices for working with intermediaries
Managing grantee relationships, adapting processes, and technologies when working with intermediaries
Krista Batey
Director of Grant Making and Compliance
Arabella Advisors
As a director at Arabella Advisors, Krista supports Arabella's managed nonprofits, primarily the New Venture Fund, a 501(c)(3) public charity. In this role, she partners with clients—including philanthropists, foundations, and social entrepreneurs—to design and structure their projects to maximize impact.
Krista has a background in grantmaking and 14 years of experience in the philanthropic sector. She is passionate about designing and promoting effective grant-making practices and enjoys working with clients to develop customized processes that align with their values, goals, and mission. Before coming to Arabella, Krista worked as a program officer at the American Medical Association Foundation and as a grants officer at the Rotary Foundation.
Krista is a member of Peak Grantmaking and guest-edited Peak's online journal issue on intermediaries. She has also presented at the National Network of Fiscal Sponsors Annual Conference.Kathleen Flynn
Compliance Officer
New Venture Fund
Kathleen Flynn is the compliance officer for the New Venture Fund, a 501(c)(3) public charity, supporting innovative public interest projects, donor collaboratives and grantmaking programs through fiscal sponsorship. Kathleen uses her 16 years of experience with nonprofit operations to mitigate risk for this $350 million non-profit and monitor compliance with laws, regulations, and policies. Prior to joining NVF, Kathleen was a senior director at Arabella Advisors, helping to manage several nonprofits, including NVF and the Sixteen Thirty Fund, a 501(c)(4) organization. For over four years, Kathleen was the planning and operations manager for the Pew Research Center’s Religion & Public Life Project, where she managed finances, contracts, and grants. Kathleen also spent six years as the director of finance and operations at the Dee Norton Lowcountry Children’s Center, a nonprofit in Charleston, South Carolina, that provides services to child abuse victims and their families.
Elsa Leon
Grants Manager
MacArthur Foundation
Elsa serves as a grants manager with the Journalism and Media portfolio as well as the Conservation and Sustainable Development portfolio. She ensures the proper management of grants, including compliance with requirements, financial reporting, and ongoing monitoring.
Prior to joining the foundation’s centralized grants management department in 2017, she worked as a grants administrator for several different programs across the Foundation. In that role, she managed grant and administrative budgets, provided advice and support to program teams on foundation grants management procedures, budget processes, and log maintenance.
Elsa works on the following MacArthur programs and projects: Conservation & Sustainable Development and Journalism & Media.
Jennifer Shipp
Senior Counsel
William and Flora Hewlett Foundation
Jennifer Shipp is senior counsel at the William and Flora Hewlett Foundation. She provides legal support for the programmatic work of the foundation’s Global Development and Population program. Additionally, she is responsible for managing legal issues for the foundation’s information technology team and international grants management.
Previously, Jennifer worked at Arabella Advisors supporting its work with New Venture Fund and at the David and Lucile Packard Foundation, both in its Children, Families, and Communities program and Office of the General Counsel. Earlier in her career, Jennifer worked at two U.S. law firms, Morrison & Foerster LLP and Simpson Thacher & Barlett LLP, where she focused on corporate finance transactions.
Jennifer has a bachelor’s degree from Emory University, a master’s in public policy from University of California, Berkeley, and a law degree from Howard University School of Law. She is a member of both the New York Bar and the California Bar.
Grants Management Professional Competency Model
Cross-Cutting Competencies
- 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.
- Strategic Management: Promote organizational mission and goals and inspire colleagues to achieve them.
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Supporting Your Grantees' Financial Resilience
Contains 1 Component(s)Session materials from PEAK2019.
Session materials from PEAK2019.
Financially resilient organizations successfully navigate current challenges and maximize opportunities for the long-term. Critically, those organizations have a comprehensive understanding of their financial health and share their financial story with key stakeholders. Explore the concept of financial resilience for nonprofits, define the key values and practices characteristic to financially resilient organizations, and examine strategies for supporting grantees in achieving greater financial resilience.
Participants will learn about:
How a culture of inclusion, transparency, and team-based decision-making contributes to organizational resilience
The importance of multi-year planning, scenario planning, and ongoing financial performance management
Critical roles a balanced revenue mix and appropriate capital structure play in ensuring long-term financial resilience
Crafting grants that supports the financial resilience of grantees
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
- Financial Management: Implement financial policies and controls to ensure effective and efficient deployment of financial resources for grantmaking.
Lifecycle of a Grant Competencies
- Planning and Pre-Grant: Design and implement the review process to support an informed grant decision.
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Centralized, Decentralized, or Hybrid: How to Make Any Corporate Grantmaking Structure Successful
Contains 1 Component(s)Session materials from PEAK2019.
Session materials from PEAK2019.
Corporate giving programs and foundations face unique challenges stemming from the sheer number of employees and stakeholders—internal and external—engaged and interested in their giving. These challenges only get bigger for companies operating on a national or international scale. To organize its philanthropy, a company has to choose whether to centralize its strategic priorities and decision-making, cede control over strategies and decisions to local managers (decentralize), or create a hybrid of the two. Each choice has its strengths, weaknesses, and challenges. This session will explore each model, offer colleagues’ views of the pros and cons they experience with each, and provide advice and support from colleagues for any challenges you are navigating with your company’s corporate grantmaking structure.
Participants will learn about:
Different types of corporate grantmaking structures
Pros and cons of each structure, including the key challenges of each
Approaches to strengthen each type of structure
Caitlin Caspersen
Consultant
TCC Group
Caitlin designs, develops, and manages community giving programs and their learning communities that marry smart grant design and grantmaking with strategic connections for collaborative learning, resource sharing, capacity building and training, and coordinated impact. Caitlin knows the importance of designing programs that make the most of the resources available, and in doing so helps clients identify their fit in the social impact space, strategically framing programs that fill gaps while creatively leveraging resources and maximizing giving.
Although she has many content area interests, she knows that she is not the expert in all of them. She leaves that to people that do this work every day. Instead, Caitlin facilitates the connections, communications, and collaborations to help relevant stakeholders make informed decisions about giving and programming, develop new initiatives, learn from and teach one another, and lead the way to meaningful social change.Rebecca Ferguson
Senior Director, Grants Operations
Salesforce.org
Rebecca Ferguson is the senior director, global grants operations, at Salesforce.org. In this role she oversees grant-making operations, sets grants management strategy, builds alignment and partnerships, and enables ongoing learning and improvement. Rebecca has more than 15 years of experience scaling social good initiatives globally, including nine years at the Bill & Melinda Gates Foundation in roles making and managing large international grant portfolios and leading strategy, planning and management activities. Her professional experience also includes positions in grassroots community organizations, the Dutch Planned Parenthood affiliate, and UNESCO’s Education Sector across settings in the U.S., the Netherlands, France, Spain, Ethiopia, and India. She holds a Master of Public Health from the University of North Carolina and a Master of Business Administration in Sustainable Systems from Presidio Graduate School.
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.Grants Management Professional Competency Model
Cross-Cutting Competencies
- 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.
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Data Drives Equity in Nonprofit Talent and Leadership Development
Contains 3 Component(s)Session materials from PEAK2019.
Session materials from PEAK2019.
Foundations can advance nonprofit capacity building and sector-wide diversity, equity, and inclusion (DEI) goals by considering equity when supporting grantee talent and leadership development. These investments are critically needed. Foundations dedicate only 1 percent of grant dollars to leadership development. This lack of investment significantly affects people of color, who, for more than a decade, have represented less than 20 percent of nonprofit executive directors/CEOs. The Kresge Foundation piloted its “Fostering Urban Equitable Leadership” program in 2017 to foster stronger, more diverse talent and more equitable organizations. Hear from Kresge about the work and success of this program. Identify ways grants management professionals can use data, insights, and grant reporting to make the case for investing in talent and leadership. Leave with examples, tools, resources, and concrete steps for advancing talent and leadership development, with an equity lens, in your organization.
Participants will learn about:
Using an equity lens to increase investments in nonprofit talent and leadership
Resources to inform investments in talent and leadership development
Leveraging data, including data on DEI, in conversations about equity-focused investments in talent and leadership development
Katie Byerly
Program Officer
The Kresge Foundation
Katie W. Byerly is a program officer at The Kresge Foundation. She advances the Health Program’s grantmaking strategies, using cross-disciplinary and community-engaged approaches to promote health equity. She joined the foundation in 2016 as the inaugural health philanthropy fellow.
Previously she served as managing director of CounterTobacco.org, developing tools and resources for federal, state, and local public health practitioners working to counteract the impact of tobacco product sales and marketing. She also worked as a local public health department field assignee through the Center for Disease Control and Prevention’s Public Health Associate Program.
A native of North Carolina, she earned bachelor’s and master’s degrees in public health from the University of North Carolina at Chapel Hill.
Joyce Holliman
Program Operations and Information Management Associate
The Kresge Foundation
Carla Taylor
Director
Community Wealth Partners
As a director at Community Wealth Partners, Carla Taylor partners with senior foundation and nonprofit leaders and provides oversight for strategic capacity building engagements. Carla has 20 years of experience developing and managing capacity-building initiatives to help accelerate results for social sector organizations with a focus on advancing equity. She previously served at the Center for the Study of Social Policy, FHI 360, and the John W. Gardner Center for Youth and Their Communities, among others. Carla holds a Master of Science in community services management from Andrews University and a Ph.D. in education from Stanford University.
Grants Management Professional Competency Model
Cross-Cutting Competencies
- Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.
- Strategic Management: Promote organizational mission and goals and inspire colleagues to achieve them.
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Guide to Preparing for a Systems Selection
Contains 1 Component(s)Session materials from PEAK2019.
Session materials from PEAK2019.
In this hands-on, activity-filled session, participants will learn how to prepare for selecting a new grants management system—from setting goals and completing a stakeholder analysis to gathering requirements and performing a needs assessment that evaluates and prioritizes those requirements. Foundation staff sometimes begin a systems selection by asking peers to recommend a system. While seeking others’ suggestions is a valuable step, the first steps are to determine internal needs and identify which systems can meet them.
Participants will learn about:
Setting goals
Analyzing stakeholders
Assessing needs
Lisa Nespeca
Owner
ChangeVantage Consulting
Lisa M. Nespeca is the owner of ChangeVantage Consulting, whose motto is ‘Transforming Change into a Business Advantage’. ChangeVantage believes that when an organization chooses or needs to make a change presents the ideal opportunity to improve the organization. She has 20 years of experience leading large-scale change management, organization development, software selection and development and human resource management projects. Lisa has worked in many sectors including: philanthropy, non-profit, telecommunications, manufacturing, utilities, education and healthcare. She also has both corporate and non-profit senior leadership experience.
Grants Management Professional Competency Model
Cross-Cutting Competencies
- 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.
- Technology Management: Apply technology solutions to grantmaking to support grantmaker applicant, and grantee success.
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How to Evaluate the Costs of Global Payments
Contains 1 Component(s)Session materials from PEAK2019.
Session materials from PEAK2019.
Transferring money abroad is inherently challenging and riddled with obstacles. Understand how to identify the hidden costs of international payments and control those costs. Discuss compliance requirements and concerns as well as the advantages of sending local currency versus hard currency.
Participants will learn about:
Controlling costs and avoiding fees
Making compliance their friend
Keeping payments simple
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.
Grants Management Professional Competency Model
Cross-Cutting Competencies
- Technology Management: Apply technology solutions to grantmaking to support grantmaker applicant, and grantee success.
Lifecycle of a Grant Competencies
- Award and Monitoring: Monitor grantee activity to support grantee success and determine compliance with grant agreement.
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Move from Grantmaker to Changemaker
Contains 1 Component(s)Session materials from PEAK2019.
Session materials from PEAK2019.
As a part of the Advancing a Healthier Wisconsin Endowment’s move from grantmaker to changemaker, the Endowment recognized the need for it to play a new role in supporting capacity building among its grantees, applicants, and potential applicants. Despite existing community resources, a gap continued to exist in grantee knowledge and skill in areas such as partnership development, strategic planning, evaluation, communication and marketing, and advocacy, among others. By using Endowment resources – both traditional funding and non-funding investments – for capacity building efforts, the Endowment is better able to support its grantees to increase reach in their communities and achieve greater impact while also maximizing the Endowment’s resource investment towards achieving its mission to improve health. The presentation will discuss the steady progression that the Endowment has taken to ramp up its capacity building efforts, from providing the physical space for grantee dissemination to offering targeted interactive learning opportunities and one-on-one support opportunities to our future direction of moving capacity building efforts from a separate body of work to being ingrained across the Endowment in how all staff individually and collectively do their work and engage with grantees. Attendees will learn how institutionalizing continuous learning as a value within the Endowment and among its grantees and partners is key to advancing individual organization missions and collective efforts to improve health for all Wisconsin residents.
Participants will learn about:
One foundation’s efforts to go beyond the traditional funder role to invest in grantees and partners
Mechanisms to invest funding and other resources in support of capacity building among diverse community organizations and community-academic partnerships
Tactics to ingrain capacity building and continuous learning in the culture of a foundation
Tracy Wilson
Program Officer
Advancing a Healthier Wisconsin
With the Advancing a Healthier Wisconsin Endowment, Tracy has focused her recent efforts on developing and implementing the capacity building component to provide additional support and resources to AHW’s partners and stakeholders across the state. Prior to taking on this role, Tracy conducted grants management for AHW’s community-MCW academic partnership projects and supported the initial launch of AHW’s policy, systems, and environmental change funding. Through this work, she has built relationships with AHW stakeholders and partners to learn about assets and resources as well as the challenges that projects and public health work in general present and some of the barriers and capacity needs experienced by partners – all of which have informed AHW’s capacity building efforts. Tracy received her Masters in Public Health from UW-Madison.
Grants Management Professional Competency Model
Cross-Cutting Competencies
- 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.
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Overcoming Invisibility: Funding Native Issues
Contains 1 Component(s)Session materials from PEAK2019.
Session materials from PEAK2019.
The lack of visibility of Native peoples –coupled with stereotypes that dehumanize them and portray them as irrelevant—erodes support for Native issues and allows media-fueled misconceptions to persist. Invisibility also contributes to an underestimation of the discrimination Native Americans face. Of all foundation grants, nationwide, less than 0.03 percent go to Native Americans or Native issues. Of that percent, only one-third go to Native-led organizations serving Native people. Explore how foundations can bring Native issues into the spotlight by funding Native tribes directly.
Participants will learn about:
Recent findings from the “Reclaiming Native Truth Project,” which illustrate the path towards change for Native peoples
Processes employed by foundations who fund Native issues, lessons from that work, and successes engaging with Native partners
IRS tax code on funding 7871s (tribal governments)
Flipping the script on the Native narrative in our everyday life and work
Mackenzie Parker
Major Gifts Grant Manager
American Indian College Fund
Mercedes Plendl
Program Associate
Better Way Foundation
Mercedes Plendl is the program associate for Better Way Foundation. Mercedes supports Better Way Foundation’s efforts to advance early childhood development, working closely with the foundation’s partners and board of directors to help strengthen the systems that nurture and support young children and their families. Prior to joining Better Way, Mercedes worked in Uijeongbu, South Korea, developing curriculum, supporting organizational administration, and teaching at the Sogang Language Program.
Grants Management Professional Competency Model
Cross-Cutting Competencies
- Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.
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The Secret to Recapturing Foundation Time and Capacity
Contains 1 Component(s)Session materials from PEAK2019.
Session materials from PEAK2019.
Does your foundation staff face overwhelming workloads? Are employees constantly working late? Are you experiencing growing responsibilities but no funding to add staff? Are you taking heat for errors? Learn how some foundation managers have cured such pain and become heroes to their staff, audit committees, and boards. One community foundation recaptured more than 60 percent of its working time and now delivers to grantees faster and more effectively. First, hear the concepts that are getting results. Then, see those skills at work in a game that demonstrates the rapid improvement possible.
Participants will learn about:
Continuous process improvement and how it is transforming foundations
Ideas to improve their foundations
Lee Kuntz
Process Improvement Trainer
Innovation Process Design, LLC
Lee leads foundations to measurably improved results by showing teams how to improve work processes, cure pain points, and drive transformative change.
For over a decade, Lee Kuntz has used process improvement to solve the unique challenges facing foundation leaders. Through her expert training and coaching, teams look at their work with new eyes, transform how work gets done, and create real results.
Lee is passionate about demonstrating how process improvement cures pain points, gets employees home at the end of the workday, and creates engines of success. This passion inspired her to found Innovation Process Design and continues to drive her today.
Grants Management Professional Competency Model
Cross-Cutting Competencies
- 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.
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Why Asking about the Cost of Fundraising Isn't Enough
Contains 1 Component(s)Session materials from PEAK2019.
Session materials from PEAK2019.
How much do we spend on fundraising? This question, alone, doesn’t measure fundraising effectiveness. Organizations with low fundraising costs sometimes depend on only a few donors, which can put the organizations at risk if one of those funders ends its grant. In addition, by asking about fundraising expenses, an organization may be signaling that grantees should spend as little as possible on these critical investments. BoardSource has developed a framework for Measuring Fundraising Effectiveness—both internally and externally—that creates a more complete picture of an organization’s fundraising health. Hear about this new tool for developing holistic pictures of grantees’ fundraising effectiveness.
Participants will learn about:
Fundraising strategies and how focusing solely on the cost of fundraising can increase risk
The Measuring Fundraising Framework and related free resources
Questions to ask to get necessary information, without inadvertently sending harmful messages
Andy Davis
Director of Education
Board Source
As BoardSource’s director of education, Andy Davis is responsible for creating and delivering the public trainings that BoardSource offers to the nonprofit sector, overseeing the BoardSource Certified Governance Trainer program, and aligning BoardSource’s educational offerings across departments. Additionally, as a BoardSource consultant and trainer, Andy works with the organization’s clients nationally, developing and delivering our respected consulting and training services.
Grants Management Professional Competency Model
Cross-Cutting Competencies
- 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.
- Strategic Management: Promote organizational mission and goals and inspire colleagues to achieve them.
