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780 Results

  • Investing in Impact: The Role of Strong Grantee Relationships

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Grantmaking is a partnership between grant recipient and funder. Yet, how are you engaging with your grantees throughout the sourcing, shaping, and management stages of a grant’s lifecycle? How can you build trust and work more effectively together to deliver shared impact? Explore the answers to these and other questions that focus on strengthening relationships with grantees.

    Participants will learn about:

    Hidden patterns that may be hindering your grantmaking

    Tips and tools for building stronger relationships with grantees

    Approaches for gathering and using grantee feedback

    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.

    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.

    Lifecycle of a Grant Competencies

    • Post-Grant: Review grantmaking to determine success in meeting goals and objectives.

  • It's Complicated: A Guide to Monitoring

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Participants will learn new techniques to monitor grantees as well as processes to make sure reviews are fair, equitable, and reasonable for an organization’s capacity. Explore affordable tools, new strategies, and best practices to ensure grantees’ success.

    Participants will learn about:

    Policies and procedures that are easily replicated in diverse organizations

    Structuring a grantee visit to ensure the success of both grantee and grantmaker

    Kate Mendez

    Grant Compliance and Accounting Manager

    United Way of Greenville County, South Carolina

    Kate Mendez works at the United Way of Greenville County as the Grant Accounting and Compliance Manager and Human Trafficking Liaison to United Way Worldwide. With over 15 years of nonprofit experience, she has worked nationally to promote social advoacy and coalition building. Most recently, Kate convenes the Upstate Human Trafficking Coalition, Greenville Behavioral Health Coalition, United Way Strategic Priorities, and serves on the Board of Directors for Keeping Greenville County Beautiful. She is a graduate of Leadership Greenville Class 43, Women’s Leadership Institute at Furman University, and Greenville Business Magazine’s Best and Brightest Under 35.

    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.

    Lifecycle of a Grant Competencies

    • Award and Monitoring: Monitor grantee activity to support grantee success and determine compliance with grant agreement.

  • Leveraging Tech for Social Good

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    In both for-profit and nonprofit spaces, the last decade has brought about an increasing number of organizations focused on delivering new technology-based solutions to tackle long-standing social issues. Jess Ladd, founder and CEO of Callisto, a non-profit organization that develops technology to combat sexual assault and professional sexual coercion, will lead a short talk on the trend of tech for social change and how funders can position themselves as movement builders. Learn data-driven approaches to tech-based solutions while also learning – the role public relations plays when tackling social issues, how are customers using your product/services, how funders can leverage tech to expand their brand reach, and more.

    Jess Ladd

    Founder and CEO

    Callisto

    Jess Ladd is the founder and CEO of Callisto, a nonprofit that creates technology to combat sexual assault, support survivors, and advance justice. Callisto’s online sexual assault reporting system helps detect repeat sexual offenders and connect survivors with support.

    Before founding Callisto, Jess developed a series of online services for STD prevention and control, worked for the White House Domestic Policy Council, and served in such positions as sexual health educator, policy advocate, and researcher for a variety of organizations.

    Ladd is a recipient of the 2018 Skoll Award for Social Entrepreneurship, a 2018 Ashoka Fellow, and a Senior TED Fellow. She is co-founder of The Social Innovation Lab, an incubator for startups for social good, in Baltimore.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.
    • Technology Management: Apply technology solutions to grantmaking to support grantmaker applicant, and grantee success.

  • Love It or List It: Deciding Whether to Fix or Replace Your Grants Management System

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Implementing a new system versus optimizing an existing one requires different partners and levels of effort, but both routes can significantly boost productivity. By engaging foundations that have recently grown and evolved, this session will outline the factors that lead grantmakers to reexamine their existing grants management systems.

    Participants will learn about:

    Criteria to consider when evaluating whether to fix or replace a grants management system

    How you should prepare to do either

    How to engage programmatic and grant staff in improving your grants management practices

    How to sequence your efforts to manage change to have maximum impact

    Nikki Barret (Moderator)

    Managing Director

    Grantbook

    Janet Disla

    Senior Grants Manager

    The Nathan Cummings Foundation

    ​Satonya Fair

    Vice President and Chief Philanthropy Officer

    The Executive Leadership Council

    Satonya Fair is vice president and chief philanthropy officer of The Executive Leadership Council (ELC), the preeminent membership organization for the development of global black leaders. She is responsible for the organization’s philanthropic engagement strategy, ensuring that all charitable efforts support The ELC’s purpose of opening channels of opportunity for the development of black executives to positively impact business and communities. The ELC’s philanthropic strategy focuses on investments in social enterprise, closing the achievement gap, developing next generation black leadership and highlighting the continued need to drive greater diversity in C-Suites and on boards.

    Prior to joining The ELC, Satonya served as the director of grants management at the Annie E. Casey Foundation, where she and her team administered more than $100MM in charitable investments annually. She led the development of a customized grants management system, including a comprehensive online grant portal. Her work focused on system innovations within her department and throughout the foundation, with an emphasis on using data to drive decision-making and accountability.

    Before joining the Annie E. Casey Foundation, Satonya supported Citi’s Global Community Development corporate and foundation giving, employee engagement and volunteerism, program development, and outcome measurement. Her roles at Citi included senior grants manager for the North America Community Grants Program and community relations manager at CitiFinancial (now One Main Financial), where she successfully redeveloped community relations and volunteer engagement to include CitiFinancial’s branch network offices in the U.S, Canada, and Puerto Rico. Prior to joining Citi, Satonya was community relations manager at The Baltimore Sun newspaper.

    A consistent theme in her work and volunteerism has been ensuring low-income children, families and communities receive the support they need. Satonya earned her JD from the University of Cincinnati and a BA in Psychology and Political Science from Miami University (Ohio). She graduated from the Council on Foundation’s Career Pathways Executive Leadership Program and is a certified change management practitioner. She is an active volunteer with many efforts including PEAK Grantmaking, the Technology Affinity Group, the Association of Baltimore Area Grantmakers, and the Bridges Program in Baltimore.

    Carmelita Mitchell

    Senior Director of Grants

    Energy Foundation

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Technology Management: Apply technology solutions to grantmaking to support grantmaker applicant, and grantee success.

  • 12 CRM Features Every Foundation Needs

    Contains 2 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Note: Speaker was unavailable and provided the handout in lieu of the session.

    Customer relationship management (CRM) is a hot topic in software planning. Whether you call it customer or constituent relationship management, it has superpowers you don’t want to miss. CRM can do more than record transactions. It can create and track communication activities using all your devices. It can automate many routine tasks to streamline your work, enabling you to focus on nurturing more relationships. It can show all the ways someone is involved with your work—not just capture names and addresses.

    Participants will learn about:

    Relationships as the core of grant and donor management, even when handling CRM manually

    Integrating information in ways that matterUtilizing technology to improve stakeholder relationships

    The differences among CRM products


    ​Henry A. Bromelkamp

    Company Founder and President

    Bromelkamp Company LLC

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Technology Management: Apply technology solutions to grantmaking to support grantmaker applicant, and grantee success.

  • Impact Measurement Showcase

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Back for another year, with a brand-new panel of presenters, this session will highlight how several foundations are measuring outcomes and impact. Understand the mechanisms and processes session presenters use to collect, analyze, and share data. Hear brief, nuts-and-bolts views on several different methods for measuring impact. Given the range of grantmakers and approaches the presenters represent, at least one of methods could work for your organization.

    Participants will learn about:

    Different ways foundations are measuring impact

    Identifying a model for measuring impact that could work in their organization

    Adam Cimino

    Grants Manager

    The James Irvine Foundation

    Adam Cimino was appointed as The James Irvine Foundation's grants manager in 2017, after having served in the Grants Administration department since January 2013. Prior to joining Irvine, Adam was the Chapter Funding and Compliance Coordinator at the Sierra Club. He has also held administrative roles with WNYC Public Radio and KQED-FM. Adam holds a bachelor’s degree in communication studies from Sonoma State University and a master’s degree in public administration from San Francisco State University.

    Johnna Flood

    Senior Director, Evaluation and Learning

    Mile High United Way

    Johnna leads the Evaluation & Learning team at Mile High United Way, facilitating strategic and data-informed decision making, continuous learning, and evaluating initiatives and investments.

    For over 15 years, Johnna’s career has been focused on helping groups strategically conceptualize, deliver and evaluate programs using utilization-focused and developmental evaluation, Community-Based Participatory Research, Collective Impact and Human-Centered Design methodologies. Johnna started her career in evaluation in Denver, Colorado, then in the San Francisco Bay Area where she received her Master’s in Public Health at the University of California, Berkeley. She also started a consulting business, Community Wise and co-founded an innovative childcare service - Gma Village - that connects local grandmas with low-income parents needing care. Johnna continued consulting when she returned to Denver in 2016 and was excited to joint the Mile High United Way team in the Fall of 2017.

    Dan Gaff

    Director of Grants Management

    May and Stanley Smith Charitable Trust

    Dan Gaff is the director of grants management for the May and Stanley Smith Charitable Trust in Marin County, California. Dan has worked in philanthropy and grantmaking, both domestically and internationally, since 2006. Working closely with Trust staff, Dan oversees grantmaking operations, policies, and procedures; administers the Trust’s grants database (Fluxx) and website; and facilitates transparency and reporting efforts. Dan has served in various roles with the Northern California Chapter of PEAK Grantmaking and was a Co-Chair of the PEAK Grantmaking national conference in 2018. Dan received a Bachelor’s degree in Biology from the College of William and Mary, and a Master’s degree in Music History from the University of Virginia, before heading west to the San Francisco Bay Area, which he has called home since 2001.

    Jennifer Ho

    Senior Learning Officer

    Conrad N. Hilton Foundation

    Jennifer Ho advises and supports the Hilton Foundation’s systems and processes that enable organizational learning, reflection and strategy improvement. Prior to joining the Foundation, Ho worked for the University of California Los Angeles in the evaluation of statewide public health policies, the nationwide evaluation of higher education efforts to promote diversity in biomedical research, and researching data use for decision-making in Los Angeles Unified School District. Previously, she spent over five years in the nonprofit sector monitoring and evaluating international educational development projects primarily in the South and Southeast Asia regions. Ho received her doctorate in social research methodology from University of California Los Angeles, holds a master’s in international educational policy from the Harvard Graduate School of Education, and a bachelor’s degrees in political science and philosophy from Boston University.

    Avi Khullar

    Associate Director, Learning and Impact

    Stuart Foundation

    Avi leads the design and development of learning and impact efforts at the Stuart Foundation.

    Prior to joining the Stuart Foundation, Avi worked as an assistant commissioner at the New York City’s Administration for Children’s Services where she oversaw agency-wide outcome and accountability reporting and advised executive management on policy development and operations using insights from quantitative, qualitative, and systems analysis. Avi also led multiple public-sector strategy and operations projects as project director at the Vera Institute of Justice and as a senior consultant at Deloitte Inc. Avi holds an MBA and a bachelor’s degree in electrical engineering from the University of Toronto, Canada.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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

  • Local Voices in the Lead: Tools for Community-Led Grantmaking

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Consider lessons GlobalGiving learned from designing a grant selection process (for its Girl Fund) in which prior grantees served as final decisionmakers. See how putting local voices in the lead can enable you to shift power to those most affected by your work.

    Participants will learn about:

    Regulations for international grants made by public charities

    Assessing whether grantees are community-ledCreative strategies for shifting power into the hands of those doing the work on the ground

    Easy ways to find and support community-led projects in more than 170 countries

    Alison Carlman

    Director of Impact

    GlobalGiving

    Courtney Eskew

    Senior Partner Services Manager

    GlobalGiving

    Jonathan Kolo

    President

    Timeout for Africa Education and Sports Foundation

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

    Lifecycle of a Grant Competencies

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

  • Private Foundation IRS Requirements

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    The IRS allows foundations to maintain privileged status if they meet federal tax law requirements designed to ensure that foundations fulfill charitable purposes rather than benefit insiders. Get answers to frequently asked questions about IRS requirements, including: how to stay in compliance; how to complete the Form 990-PF; what does the 5 percent distribution rule entail; and what common mistakes can be avoided.

    Participants will learn about:

    Sufficient 990-PF information to sign a return with confidence

    Self-dealing transactions

    Qualifying distributions to include in the 990-PF

    Accounting for returned grants

    ​Christopher D. Petermann

    Partner

    PKF O'Connor Davies

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

  • 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.

  • 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.