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Ask Dr. Streamline – Setting a Good Example: Part II
Contains 1 Component(s)How do we hold grantees accountable without making the application process overly burdensome? Publication date: September 19, 2018
How do we hold grantees accountable without making the application process overly burdensome?
Dr. Streamline says to be sure measures or “metrics” are useful to the grantee as well as realistic, and to think about different way to get information besides reports.
Publication date: September 19, 2018
Jessica Bearman
Principal
Bearman Consulting
JESSICA BEARMAN (Bearman Consulting) works with foundations and other mission-based organizations, focusing on organization development, facilitation, planning, and project R&D to help them become more intentional, effective, and responsive to communities.
Jessica has been the lead consultant to PEAK Grantmaking’s Project Streamline since its inception, helping grantmakers to understand and minimize the burden of their application and reporting practices.Prior to her work in philanthropy, Jessica spent nine years in the nonprofit sector, where she experienced plenty of mystifying requirements. She has a Masters in Organization Development from American University/National Training Laboratory. Jessica loves living on an organic farm in Idaho with her husband, two wild boys, forty philosophical chickens, and thousands of industrious bees.Grants Management Professional Competency Model
Lifecycle of a Grant Competencies
- Planning and Pre-Grant: Apply the grantmaker values, mission, and goals to ensure alignment of application process and guidelines.
- Planning and Pre-Grant: Design and implement the review process to support an informed grant decision.
Award and Monitoring: Establish mutual expectations between the grantmaker and grantee to support success.
Post-Grant: Review grantmaking to determine success in meeting goals and objectives.
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Resetting the Grantor-Grantee Relationship
Contains 1 Component(s)Simple changes in mindset and behavior can break the cycle of strain and mistrust in grantor-grantee relationships. Publication date: September 20, 2018
Simple changes in mindset and behavior can break the cycle of strain and mistrust in grantor-grantee relationships.
Publication date: September 20, 2018
Matthew Forti
Managing Director
One Acre Fund USA
Dave Peery
Managing Director
Peery Foundation
Grants Management Professional Competency Model
Cross-Cutting Competencies
- Ethics, Integrity, and Accountability: Act with integrity and accountability.
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Getting the Real Story from Nonprofit Financials
Contains 2 Component(s)Financials are just one piece of the story when considering whether or not to make a grant. Coupled with open conversation, financials can provide insights into a nonprofit’s financial situation, sustainability, and overall organizational capacity. Learn how to look at nonprofit financials beyond the numbers and with an eye toward trends in the field. Original air date: September 18, 2018
Financials are just one piece of the story when considering whether or not to make a grant. Coupled with open conversation, financials can provide insights into a nonprofit’s financial situation, sustainability, and overall organizational capacity. Learn how to look at nonprofit financials beyond the numbers and with an eye toward trends in the field.
Viewers will:
- Learn how to recognize signs of a financially healthy nonprofit, with a focus on an organization’s unique circumstances
- Understand how to engage nonprofits in conversations about their financial situation and true needs
- Identify financial red flags that warrant further conversation and understand how to formulate appropriate questions based on those red flags
Original air date: September 18, 2018
Hilda Polanco
Founder and CEO
Fiscal Management Associates (FMA)
Hilda is the founder and CEO of FMA, the go-to capacity building firm that foundation and nonprofit leaders seek when evaluating the efficiency and effectiveness of their operations. Hilda has provided extensive training and advisory services focused on improving and aligning specific grantmaking systems with best-practices nationwide, as well as creating a common language among funders and grantees.
Hilda graduated from New York University with a B.A. in Accounting and began her career with Ernst & Young where she ascended to Manager before leaving to build a firm that would serve the particular needs of the nonprofit sector. In 1999, that firm became FMA.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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Becoming a Paperless Foundation
Contains 2 Component(s)Explore the crucial steps you must take to take your paper records digital—and uncover the potential barriers (and solutions) to becoming a fully paperless organization. Original air date: September 12, 2018
Explore the crucial steps you must take to take your paper records digital—and uncover the potential barriers (and solutions) to becoming a fully paperless organization.
A presentation of the Florida and Southeast Regional Chapters.
Original air date: September 12, 2018
Sheila Kappeler-Finn
CEO and Founder
Duende Consulting
Jeanne Petty
Project Manager
Appligent Document Solutions, Inc.
Grants Management Professional Competency Model
Cross-Cutting Competencies
- Knowledge Management: Capture and apply knowledge to promote learning and improvement.
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Share Your Grants Data with Foundation Center’s eReporting Program
Contains 2 Component(s)Quickly and easily share your grants data for the benefit of the field with Foundation Center’s eReporting program. This program is part of the Foundation Center’s larger efforts to ensure the social sector has the information and knowledge it needs to make informed decisions and maximize impact. Laia Griñó of the Foundation Center provides an overview of the program and hear the benefits of sharing your data. Grantmaking peers from our PEAK Grantmaking Southwest Regional Chapter also share their first-hand experiences with the program. Original air date: September 12, 2018
Quickly and easily share your grants data for the benefit of the field with Foundation Center’s eReporting program. This program is part of the Foundation Center’s larger efforts to ensure the social sector has the information and knowledge it needs to make informed decisions and maximize impact.
Laia Griñó of the Foundation Center provides an overview of the program and hear the benefits of sharing your data. Grantmaking peers from our PEAK Grantmaking Southwest Regional Chapter also share their first-hand experiences with the program.
Viewers will:
- Learn more about eReporting
- Understand the benefits and why your organization should consider eReporting
- Hear from your peers about their eReporting experience
A presentation of the Southwest Regional Chapter.
Original air date: September 12, 2018
Laia Griñó
Director, Data Discovery
Foundation Center
Laia leads the Data Discovery team's efforts to uncover new datasets and prototype them into our growing suite of services for philanthropy. Among other things, this includes data about philanthropy outside the United States and about new forms of philanthropy, such as impact investing. Laia joined Foundation Center from InterAction, where she worked for 9 years, most recently as Director of Transparency, Accountability and Results. She played a leading role in developing the data-rich rich NGO Aid Map, including building a team, streamlining processes to collect project data from InterAction's member organizations, and developing strategies for improving data quality. She led InterAction's advocacy efforts related to the transparency of U.S. foreign assistance, particularly as related to the International Aid Transparency Initiative (IATI).
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.
Chris Woodruff
Grants Analyst
Greater Texas Foundation
Carol Miller
Director of Grants Management
Greater Texas Foundation
Grants Management Professional Competency Model
Cross-Cutting Competencies
- Knowledge Management: Capture and apply knowledge to promote learning and improvement.
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THE ELEPHANT IN THE ROOM: WHAT’S MISSING FROM THE RECENT PUBLIC CONVERSATION ABOUT DAFS
Contains 1 Component(s)The increasing popularity of DAFs is due in large part to the tax breaks they give donors relative to other forms of giving, and the benefits of those breaks only multiply the higher you go up the income wealth ladder. But, ultimately, the advantages that distinguish DAFs and philanthropic giving in general rest on wider privileges built into the tax system as a whole. Publication date: September 2018
The increasing popularity of DAFs is due in large part to the tax breaks they give donors relative to other forms of giving, and the benefits of those breaks only multiply the higher you go up the income wealth ladder. But, ultimately, the advantages that distinguish DAFs and philanthropic giving in general rest on wider privileges built into the tax system as a whole.
Publication date: September 2018
Dan Petegorsky
Senior Fellow and Director of Public Policy
National Committee for Responsive Philanthropy
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PHILANTHROPIC RISK: IT’S PERSONAL
Contains 1 Component(s)Foundations big and small couch their strategies around innovation – often complemented by statements about their willingness to take risks in pursuit of those strategies. However, given funders’ current interest in evidence-based work and easily quantifiable results, most haven’t demonstrated an actual willingness or ability to embrace risk. There is one important philanthropic risk that never gets talked about: a risk that likely is the most powerful and overriding influence on foundation actions. It’s a risk that is not programmatic, legal or compliance-focused. It isn’t even particularly about the reputation of the funder. It’s the risk of the personal. Publication date: August 23, 2018
Foundations big and small couch their strategies around innovation – often complemented by statements about their willingness to take risks in pursuit of those strategies. However, given funders’ current interest in evidence-based work and easily quantifiable results, most haven’t demonstrated an actual willingness or ability to embrace risk.
There is one important philanthropic risk that never gets talked about: a risk that likely is the most powerful and overriding influence on foundation actions. It’s a risk that is not programmatic, legal or compliance-focused. It isn’t even particularly about the reputation of the funder. It’s the risk of the personal.
Publication date: August 23, 2018
Allen Smart
Philanthropic Advisor
Grants Management Professional Competency Model
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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Philanthropy and the Closing Civic Space: How Donors Are Supporting Organizations Under Threat
Contains 1 Component(s)Over the past 10 years, cross-border grantmaking has become more challenging, and the day-to-day work of civil society organizations in many parts of the world has become increasingly difficult. Organizations have reported that they were running into administrative hurdles created by authorities and that basic laws on (non-government organization) NGO registration or taxation were being used to restrict or shut down their work. At the same time, donors were finding that bank transfers were held up, questioned, or even refused. As they compared notes and pieced these stories together, donors recognized a trend that is now often referred to as the closing space for civil society. Publication date: June 18, 2018
Over the past 10 years, cross-border grantmaking has become more challenging, and the day-to-day work of civil society organizations in many parts of the world has become increasingly difficult. Organizations have reported that they were running into administrative hurdles created by authorities and that basic laws on (non-government organization) NGO registration or taxation were being used to restrict or shut down their work. At the same time, donors were finding that bank transfers were held up, questioned, or even refused. As they compared notes and pieced these stories together, donors recognized a trend that is now often referred to as the closing space for civil society.
A PEAK Insight Journal article.
Publication date: June 18, 2018
Julie Broome
Director
Ariadne
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First Do No Harm: Reflective Practice for Grantmaking in the International Human Rights Context
Contains 1 Component(s)When supporting social justice initiatives in countries where human rights are under threat, responsible grantmaking means taking additional steps to avoid putting grant recipients at risk. In keeping with the adage, “first do no harm,” the Arcus Foundation has implemented a self-reflective grantmaking program that involves grant recipients and stakeholders in its design. Publication date: August 15, 2018
When supporting social justice initiatives in countries where human rights are under threat, responsible grantmaking means taking additional steps to avoid putting grant recipients at risk. In keeping with the adage, “first do no harm,” the Arcus Foundation has implemented a self-reflective grantmaking program that involves grant recipients and stakeholders in its design.
A PEAK Insight Journal article.
Publication date: August 15, 2018
Ericka Novotny
Director, Grants Management
Arcus Foundation
Grants Management Professional Competency Model
Lifecycle of a Grant Competencies
- Planning and Pre-Grant: Apply the grantmaker values, mission, and goals to ensure alignment of application process and guidelines.
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How Philanthropy Adds Value to India’s Effort to Achieve the UN Sustainable Development Goals
Contains 1 Component(s)How can philanthropy leverage its specialized resources to effectively contribute to India’s Sustainable Development Goals (SDG) implementation? According to the UN, philanthropy in India increased from US $894 million to $5.3 billion between 2011 and 2016. Even with this dramatic growth, the financial resources of the government and business sectors far surpass philanthropy in India (as it does elsewhere). This makes it that much more important for philanthropy to think carefully and creatively about its role and value added in SDG implementation. Publication date: August 23, 2018
How can philanthropy leverage its specialized resources to effectively contribute to India’s Sustainable Development Goals (SDG) implementation? According to the UN, philanthropy in India increased from US $894 million to $5.3 billion between 2011 and 2016. Even with this dramatic growth, the financial resources of the government and business sectors far surpass philanthropy in India (as it does elsewhere). This makes it that much more important for philanthropy to think carefully and creatively about its role and value added in SDG implementation.
A PEAK Insight Journal article.
Publication date: August 23, 2018
Heather Grady
Vice President
Rockefeller Philanthropy Advisors
