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  • Budget Tools as Aids in Strategic Planning

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    As grantmakers, we’re in the business of giving away money. As nonprofits, we have a mandate to fulfill our mission. One of the most critical constraints to both is our grantmaking budgets. Engage in a discussion about grant budget constraints and using tools for addressing those constraints to support strategic planning, right-size initiatives, and manage staff and grantee expectations.

    Participants will learn about:

    Budget scenario planning and using it to support organizational planning

    Applying budget planning methods shared in the session to their own work

    The effect of multi-year grants on projected grant budgets

    Tamika Holman-Ricks

    Grants Management Associate

    William Penn Foundation

    Barbara Scace

    Director of Grants Management

    William Penn Foundation

    Samantha Shain

    Database Administrator

    William Penn Foundation

    Based in Philadelphia, I am passionate about harnessing the power of technology and automation for social impact. I have 2 Salesforce certifications and serve on the board of Amplify, an organization dedicated to uplifting underrepresented voices to become fearless technology leaders in the Salesforce ecosystem. When I'm not automating core business processes at the William Penn Foundation, you can find me blogging about spreadsheets for social justice (www.TheDataAreAlright.blog), creating fiber arts projects, and volunteering.

    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.
    • 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.

  • Data Privacy in the Post-Internet Age: A Facilitated Workshop

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Around the globe, more rigorous data privacy regulation is the trend. The European Union General Data Protection Regulation (GDPR), adopted by the EU Parliament in April 2016, went into effect May 25, 2018. The California Consumer Protection Act (CCPA), approved June 28, 2018, will go into effect on January 1, 2020. Foundations and nonprofits are uncertain about the impact these and other laws will have on their work In addition, major technology companies’ mass migration to the “cloud” is likely to change the way civil society thinks about the ethics of data collection, data privacy, and data security. At a facilitated workshop, discuss frameworks for managing data and consider the effects the regulations are likely to have on foundations and nonprofits. Hear learnings from one foundation and from the field, and consider best data practices.

    Participants will learn about:

    Emerging privacy laws, such as GDPR and CCPA, with an eye toward promoting good data hygiene and privacy practices that position their foundations and grantees for the future

    The relationship between data collection and protection practices

    The ethics of data collection, notably how foundations can collect the information they need while protecting those they serve

    Martha Lackritz-Peltier

    Senior Counsel

    TechSoup's NGOsource

    As NGOsource’s senior counsel, Martha independently manages a portfolio of equivalency determination (ED) applications, including reviews, approvals, and certifications. In addition to all aspects of ED management, Martha works closely with NGOsource’s global network to ensure a streamlined and efficient ED process by managing and responding to inquiries and training. Prior to joining NGOsource, Martha worked at the law firm of Adler & Colvin, where she counseled nonprofit and tax-exempt organizations and donors, with an emphasis on international grantmaking, advocacy, corporate governance, and charitable solicitation. Prior to this, Martha clerked for the Honorable Chief Justice Wallace Jefferson, and interned for Nina Totenberg at NPR in Washington, D.C. She has authored numerous articles and blog posts on federal tax law regulations, nonprofit compliance, and international law. Martha holds a bachelor's degree from Brown University and a J.D. from UC Berkeley Law School.

    Marla López

    Grants Officer

    Open Society Foundations

    ​Kyle Reis

    Senior Director

    TechSoup

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Ethics, Integrity, and Accountability: Act with integrity and accountability.
    • 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.

  • Embedding Equity Inside and Out: How to Dive In without Drowning

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Grants managers are often tasked with providing data and support for the strategies and evaluation processes popular in philanthropy at the time. Grants managers interested in equity and social change must understand where the potential for change exists in a process and how effective grants management can maximize that potential. This participatory session will explore three popular strategy and evaluation frameworks to discover how grants managers can enhance these approaches and create greater equity within their grantmaking and across their organizations.

    Participants will learn about:

    Strategy and evaluation approaches popular in contemporary philanthropy

    Applying their experiences to analyze equity challenges and opportunities in these approaches

    Shifting practice to maximize the potential of these approaches

    Angela K. Frusciante, PhD

    Principal

    Knowledge Designs to Change, LLC

    Angela K. Frusciante, MRP, PhD is founder of Knowledge Designs to Change, a strategic research and learning practice serving philanthropic organizations and the social sector. Using co-designed processes for engaged inquiry and strategic design, she works across staff, leadership and grantee and community constituents to identify and implement key knowledge practices.

    Angela has over 20 years of experience in the social sector, dedicated to advancing equity and supporting individual and organizational potential. Prior to founding Knowledge Designs to Change, Angela served as the Graustein Memorial Fund’s first Knowledge Development Officer. She created and managed grant and contract investment related to organizational learning, management systems, program support, network learning and statewide university partnerships.

    Angela believes in the power of the social sector to influence deep and systemic social change through knowledge building, civic design, and public work.


    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.

  • Magnifying Your Impact by Maximizing Software

    Contains 2 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Is your organization looking to leverage software to support your mission? Is your grants management system more of a hindrance than a help? Are you pondering a new solution to more efficiently facilitate your grantmaking? Integrated online software solutions are a powerful grantmaking resource when coupled with knowledgeable users. Participate in this power-packed, user-led discussion to learn more about cloud-based software options available today. Hear a panel of your fellow PEAK Grantmaking members share their recent experiences with grants management software conversions and outline the ways their new software solution has amplified their grantmaking. Panelists will address: (1) What they wish they’d known before they moved to cloud-based software; (2) The top software features they are leveraging and the impact on their grantmaking; (3) Selection and conversion. Come with your list of frustrations with your current software, and leave with inspiration and answers from this stimulating, interactive session.

    Participants will learn about:

    Improving grantmaking through software conversions

    Using software efficiently to support grantmaking

    Brad Ambelang

    Program and Grants Associate

    Greater Milwaukee Foundation

    TeQuion Brookins

    Director of Operations

    McGregor Fund

    Susan Clark

    Director, Grants and Communications

    Gaylord & Dorothy Donnelley Foundation

    Susan has a keen interest in using technology, communications, and data to advance philanthropy and the non-profit sector. She is currently director of grants and communications at the Gaylord and Dorothy Donnelley Foundation, where she also leads their emerging diversity, equity, and inclusion efforts. 

    An active member and volunteer of PEAK Grantmaking, she served as co-chair of the Midwest Chapter from 2009 to 2012. She was a 2017-18 Change Leaders in Philanthropy Fellow with Grantmakers for Effective Organizations. Susan earned a Bachelor of Arts degree in electronic media arts from DePaul University. She is the mother of a school-age son and is an avid photographer and kayaker.

    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

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

  • The Future of Donor-Advised Funds

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    The growth of donor-advised funds has significantly affected charitable giving throughout the country. To some, donor-advised funds exert an outsized influence on local giving: Popular programs, like the arts, receive support while less popular ones, like prison reform, do not. Donor-advised funds are criticized for low payout rates. Yet these funds disburse approximately 20 percent of their assets annually—higher than the 5 percent rate private foundations are required to give each year. How can public charities and community foundations find a balance between their missions and the wishes of donor advisors? Find out.

    Participants will learn about:

    Why endowments matter

    The value of a strong mission statement or grantmaking strategy in working productively with donor advisors

    Educating donors on community needs that may not be popular areas for giving

    Drivers behind the push for payout rules

    Shermane Bilal

    Senior Manager, Grants and Funds

    Rockefeller Philanthropy Advisors

    Shermane has more than 20 years of experience in family philanthropy, nonprofit management, fiscal sponsorship and grants administration at Rockefeller Philanthropy Advisors. As senior manager of grants & funds, she oversees RPA's grants administration unit and manages the grantmaking programs of individual donors, collaborative charitable giving vehicles, and the Marilyn M. Simpson Charitable Lead Trusts. She is also responsible for the content and development of RockLinks, a quarterly publication created exclusively for the Rockefeller family by RPA. Shermane currently serves on the board of directors of the Dropbox Foundation. She's also served on the Board of the Arab-American Family Support Center; Program Committee of Grantmakers for Children, Youth and Families; Association of Black Foundation Executives; and the Increasing and Diversifying Philanthropy Committee of the New York Regional Association of Grantmakers.

    Elizabeth Donohue

    Grant Administrator

    Rockefeller Philanthropy Advisors

    Liz joined the Sponsored Projects and Funds team in April 2014 and is responsible for processing grant recommendations on behalf of RPA’s donor-advised fund and sponsored project clients to grantees around the world. She partners with the Advisory team and serves as a resource for due diligence and compliance questions, ensures procedures reflect grantmaking best practices, and works to improve the grants management database.

    Liz graduated from Fordham University with a B.S. in Business Administration and is pursuing a Masters of Public Administration at Baruch College. She was on the Steering Committee for the New York Regional Chapter of PEAK Grantmaking for 3 years and presents at the annual conference. She is on the Young Professionals Board of Back on My Feet New York City, an organization devoted to empowering individuals experiencing homelessness through running. She is a proud Brooklynite and an avid long-distance runner.

    Ashley Hezel

    Grants Manager

    The Pittsburgh Foundation

    Ashley joined The Pittsburgh Foundation in 2016 as the grants manager and is responsible for the oversight and management of the granting process of the foundation. This process includes shepherding grants from proposal to payment/declination and closure and working collaboratively across the multiple departments and constituents with a deep understanding of the needs of grantees, donors, and other stakeholders to ensure that those perspectives are incorporated in the grants process.

    Ashley has almost 15 years of experience working in project, finance and grant management. Before joining the foundation, she worked for the U.S. Embassy in Stockholm, Sweden, in various project and finance management roles. She earned her master’s in public and nonprofit management from the University of Pittsburgh’s Graduate School of Public and International Affairs and a bachelor’s in business management from Belmont University.

    Liza Lagunoff

    Director, Grants Budgeting

    The New York Community Trust

    Maggie Murphy

    Grants Manager

    The New York Community Trust

    Colin Richardson

    Director of Grants Administration

    The San Francisco Foundation

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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

  • Why Curiosity Matters

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Do you consider yourself a curious person? Do you encourage those you work with to stay curious? Curiosity can change the way we work. Why? New research shows that curiosity is vital to an organization’s performance. Examine how to nurture curiosity throughout your organization and translate it into success in grantmaking.

    Participants will learn about:

    Results from the 2019 Curiosity in Grantmaking survey

    The benefits of curiosity for grantmakers

    New ways to foster curiosity within organizations and careers

    Erin Pinkus

    Research Scientist

    SurveyMonkey

    Erin Pinkus is a currently a research scientist at SurveyMonkey. She has spent several years with AARP’s State Research Department working primarily on telephone and mail surveys for state level issues impacting people ages 50+. She has also worked for the County of Orange on criminal justice reform research and evaluation projects. Erin has a Masters in Psychology from American University and earned both a Bachelors in Psychology and in Criminology at UC Irvine.

    Nichole Vine

    Content Marketing Manager

    SurveyMonkey

    Nichole first joined the SurveyMonkey Sales Development team in 2015, channeling her background in journalism and sales to connect with customers and understand their goals. After hearing hundreds of customer stories and talking to nonprofits across the globe, Nichole decided to move into content marketing where she could tell the stories of organizations making a true impact in the world. As the content marketing manager today, Nichole continues to interact with Apply customers on a daily basis to collect insights, feedback and stories from our most trusted users.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Communications: Listen to others and communicate effectively.
    • Strategic Management: Promote organizational mission and goals and inspire colleagues to achieve them.

  • Aligning Investment Strategy and Grantmaking Operations

    Contains 1 Component(s)

    Sessions materials for PEAK2019.

    Sessions materials for PEAK2019.

    Private foundations often sit on endowments, giving them security and the ability to make grants to causes aligned with their missions. However, the investment arms of foundations frequently are treated as separate units rather than as strategically aligned partners. Over the last two years, the Helmsley Charitable Trust has worked across its grants management, investment, finance, and program departments to better align its investment strategy and grantmaking operations. While the Trust has more work to do, staff have learned that integrating these functions can lead to positive impacts for grantees and the issues about which a mission-driven organization cares.

    Participants will learn about:

    The interrelatedness of investment and grantmaking portfolios

    Improving grantmakers’ work through increased communication and collaboration

    Tools to start integrating investment and grantmaking at their foundations

    ​Christopher Percopo

    Director of Grants Management and Special Program Operations

    The Leona M. and Harry B. Helmsley Charitable Trust


    Christopher Rapcewicz

    Director of Risk and Investment Operations

    The Leona M. and Harry B. Helmsley Charitable Trust

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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

  • Another Way: Exploring New Tools to Simplify and Streamline Your Work

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Right now, you may be getting work done through workarounds, backward connections between systems, elaborate hacks, or alternative methods that are time-consuming and not always exactly right. What if there was another way—an integrated, collaborative, and streamlined approach to get work done? Consider GivingData features that can help you work in more efficient and streamlined ways.

    Participants will learn about:

    Tools GivingData is building to support new ways of working

    New approaches to work from other funders

    Challenges and alternative solutions

    Roberto Cremonini

    Senior Partner

    GivingData

    Roberto Cremonini is a senior partner at GivingData where he leads the Strategic Services Team. Before joining GivingData, Roberto founded Cremonini Consulting Network and worked with foundations and nonprofits to help them assess and improve their grantmaking, knowledge, learning, and evaluation practices. Between 2003 and 2010, Roberto was Chief Knowledge & Learning Officer at the Barr Foundation where he managed the team responsible for strategy, evaluation, communications, and Information Technology. Roberto is a former trustee of Grantmakers for Effective Organizations (GEO), the Cambridge Community Foundation, and José Mateo Ballet Theatre. He received his MS in electrical engineering, summa cum laude, and his Ph.D. in Artificial Intelligence from the University of Bologna. He holds an MBA from the MIT Sloan School of Management.

    Alfred Gracombe

    President and Founding Partner

    GivingData

    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.

  • Compliance as a Strategic Tool in Complex Grantmaking

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    In complex grantmaking or grantmaking in complicated situations, compliance is a pivotal tool. In fact, used strategically, compliance can help transform the work of a foundation. This session will offer ideas for seamlessly integrating compliance tools into some of the most complex grantmaking scenarios, so foundations make more effective and deliberate grants. The session will also highlight the critical role compliance plays in grantee capacity building, grassroot movements, flexible funding, fiscal intermediaries, and complex regulatory environments. Surprised? You won’t be after this session.

    Participants will learn about:

    Key compliance tools available to strengthen donor collaboratives and grassroot organizations

    The compliance landscape for funding, both within and outside of the United States

    Grantees’ governance responsibilities

    Frameworks to inform capacity-building grantmaking

    A. Nicole Campbell

    Chief Executive Officer

    Build Up Advisory Group

    A. Nicole Campbell is a senior advisor who has provided strategic legal, governance, and operational guidance for two of the world’s most prominent philanthropists. With over a decade of experience in the public and private sectors, Nic is adept at working within complex global structures, developing nonprofit organizations from concept phase to full independence, and designing and implementing funding and governance structures for grantees, donors, and collaboratives.

    Nic is founder and CEO of Build Up Advisory Group, a bespoke consulting firm that helps philanthropists, philanthropies, and social sector organizations manage risk in their governance, grant making, and operational infrastructure. She is also President of Build Up, Inc., a fiscal sponsor that incubates and supports transformational projects.

    Nic received her B.S. from M.I.T., her J.D. from Northeastern University School of Law, and her LL.M. in Taxation from NYU School of Law.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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

  • Elevating the Grants Role through Strategic and Change Management Leadership

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Whether you’re implementing a new grants system, “selling” a new policy, or trying to streamline processes, the most important factor for successful adoption is change management.  In this interactive session, a panel of experienced grant managers, as well as grants managers-turned-consultants, will provide concrete tips on effecting positive change within your organization.

    Attendees will learn:

    How to introduce and build buy-in for change with alignment of your organization's mission and value

    The “change chili” ingredients necessary to ensure that your stakeholders accept, embrace, and be engaged in the change

    How to incorporate change management concepts in every step of a project

    How to leverage and elevate your grants management role to become a change leader

    Margaret Egan

    Principal

    Egan Consulting

    Margaret M. Egan has been committed to the nonprofit sector for over 20 years. She has held professional positions at several philanthropic Foundations, including the Surdna Foundation, Inc., Rosie’s For All Kids Foundation and the Doris Duke Charitable Foundation. Ms. Egan founded Egan Consulting in 1996 and has provided services to over 45 philanthropic Foundations as well as many other nonprofit organizations. Margaret is respected in the fields of grants administration, knowledge management, organizational development, information technology, social media and sustainable nonprofit business practices. Egan Consulting is known for excellence in project management, systems creation, program development and evaluation as well as strategies addressing business process improvement.

    Chindaly Griffith

    President

    Streamline Consulting

    Chindaly Griffith started Streamlife Consulting, LLC, in 2016 with a specialty in advising foundations in various project management functions. This includes the following core services to evolve any grants management process, such as capacity building for grants administration staff; grants management systems (GMS) evaluation and configuration with recommended technology platforms. With 25 years of hands-on expertise across corporate foundations, family foundations, private foundations, nonprofits, and donor-advised funds, she understands how complex it is to give back effectively and the importance of investing in causes to change lives and make a difference.

    Adam Liebling

    Director of Grants Management

    Robert Wood Johnson Foundation

    Adam Liebling is a grants management professional with 20 years of grantmaking experience in human rights and social justice, animal welfare, health/science research and policy, humanitarian and disaster response, and education. In his spare time, Adam enjoys traveling with his partner Jasmyn and playing with their cat, Theodorable Buttingtons.

    Ursula Stewart

    Grants Manager

    New York State Health Foundation

    At NYSHealth, Ursula ensures that best practices are followed in compliance with regulatory and audit requirements; and oversees the overall success of the database environment by implementing strategic solutions to continuously enhance NYSHealth processes.

    Ursula has 30 yrs of grants management and database experience. She was recently recognized by Salesforce with a Trailblazer Award for leading NYSHealth’s innovative use of its grants management system. She has presented at philanthropic and technology conferences and events; and provides strategic analysis of processes and data management expertise to philanthropic organizations. She co-chaired the 2016 PEAK Grantmaking Conference; and was co-chair of the Grants Managers Network and led its transition to a national nonprofit organization.

    Ursula served as an advisory board member for PEAK Grantmaking’s New York region and chaired its program and membership committees. Ursula studied French horn and music composition at the Juilliard School.

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