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Focus on Leadership: PEAK Grantmaking New England Regional Chapter Fall 2018 Meeting
Contains 5 Component(s)As a leader within your organization, you will work with people who have different perspectives, styles, and approaches. Get to know yourself as a leader – and discover how to better work with others. These materials will be insightful for all grants managers. Presentation date: October 25, 2018
Are you a leader in your organization? Interested in best practices and the “how” of grantmaking? How about professional development and learning basic negotiating tactics? The 2018 PEAK New England fall meeting has everything you’re looking for and more.
As a leader within your organization, you will work with people who have different perspectives, styles, and approaches. Get to know yourself as a leader – and discover how to better work with others. Perhaps you’d like to enroll in a professional development course, take the lead on a new project, or change a process to make your work more efficient — how you ask is just as important as why you are asking. Sara Sanders, PEAK Grantmaking’s regional chapter manager will be on site to give basic negotiating tactics and help you understand the right way to prepare for a conversation to help you better advocate for and position yourself as a strategic leader in your organization.
The focus on creating more equitable and effective grantmaking practices grows within the field, grants managers stand at the juncture of fostering strong relationships with nonprofit partners. Liz Bicer, PEAK Grantmaking’s education director, makes the case that the “how” of grantmaking is as important – and as strategic – as the “what” and “who” of funding. Grants management as a profession is growing to include new skills and approaches to support greater impact: data analysis, knowledge management, organizational learning, and strong relationships.
Viewers will:
- Learn a vocabulary and a way of thinking about working with each other in our teams
- Understand and appreciate the need for a variety of work styles
- Reflect on their own individual work styles and identify areas for growth to become better leaders
- Understand the negative and positive impacts of each style taken to excess
- Learn from each other how colleague’s roles are changing inside their organizations
- Review the current attitudes and perceptions towards Grants Management professionals and practices uncovered by PEAK’s field survey
- Discuss how we can individually and collectively work to revise these perceptions to better match the critical role of grants management
- Learn and practice effective tactics to re-frame how you advocate for yourself and showcase yourself as a leader
- Prepare and practice an important conversation you’d like to have to advocate for yourself at work
Presentation date: October 25, 2018
Sara Sanders
Regional Chapter Manager
PEAK Grantmaking
Liz Bicer
Education Director
PEAK Grantmaking
Grants Management Professional Competency Model
Cross-Cutting Competencies
- Staff and Volunteer Development: Build the capacity of staff and volunteers to be successful in their grantmaking role.
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Diversifying Perspectives and Sharing Power at a Family Foundation
Contains 1 Component(s)Bringing non-family members, people with diverse perspectives, and professional advisors into the decision-making fold can help family foundations move past family dynamics, and take greater risks and bolder action toward their missions. Publication date: October 22, 2018
Bringing non-family members, people with diverse perspectives, and professional advisors into the decision-making fold can help family foundations move past family dynamics, and take greater risks and bolder action toward their missions.
Publication date: October 22, 2018
Ruth Cummings
Chair, Board of Trustees
Nathan Cummings Foundation
Sharon Alpert
President and CEO
Nathan Cummings Foundation
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.
- Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.
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Digging Into Demographic Data: Data for Insight, Impact, and Equity
Contains 4 Component(s)As discussed in our recent report on collecting and using demographic data, the practice is somewhat scattershot across the field and not widely understood or used to help grantmakers understand their giving. But for philanthropy to advance equity in all communities, especially low-income communities and communities of color, it needs to be able to understand the demographics of the organizations being funded (and declined), the people being served, and the communities impacted. That data should be used to assess practices and drive decision making. The webinar presenters discuss the PEAK Grantmaking report, a report by the Center for Effective Philanthropy on nonprofit diversity efforts, and the work that GuideStar is doing to help foundations and nonprofits share the diversity work that is necessary for more inclusive partnerships. Publication date: October 16, 2018
As discussed in our recent report on collecting and using demographic data, the practice is somewhat scattershot across the field and not widely understood or used to help grantmakers understand their giving. But for philanthropy to advance equity in all communities, especially low-income communities and communities of color, it needs to be able to understand the demographics of the organizations being funded (and declined), the people being served, and the communities impacted. That data should be used to assess practices and drive decision making.
The webinar presenters discuss the PEAK Grantmaking report, a report by the Center for Effective Philanthropy on nonprofit diversity efforts, and the work that GuideStar is doing to help foundations and nonprofits share the diversity work that is necessary for more inclusive partnerships.
Viewers will:
- Learn the key importance of collecting and using demographic data in their grantmaking;
- Understand how nonprofits are thinking about diversity and how foundations can help these efforts; and
- Hear about plans to make collecting and using demographic data easier and more standardized for the field.
Original air date: October 16, 2018
Michelle Greanias
Executive Director
PEAK Grantmaking
Michelle Greanias, executive director of PEAK Grantmaking, is a passionate advocate for efficient and effective grantmaking and is deeply committed to elevating the value of grantmaking practices in philanthropy. Since 2008, Michelle has led the explosive growth of PEAK Grantmaking, making it one of the largest networks in the field.
Michelle has spent most of her career in corporate philanthropy, leading grants management teams to implement efficient, effective grantmaking practices. She has also overseen program-related investments; engaged in projects to facilitate socially responsible investments in housing and community development; and managed employee giving programs.
Michelle speaks and writes regularly on effective grants management practices and has consulted with government and private sector grants programs to increase the effectiveness and efficiency of their grantmaking operations.
Michelle serves on the GuideStar Advisory Council and on the National Panel for GrantAdvisor. She holds bachelor’s degrees in international relations and French/West European studies and a master’s in business administration from The American University.
Ellie Buteau
Vice President, Research
Center for Effective Philanthropy (CEP)
Jasmine Marrow
Director of Nonprofit Strategy and Member of the Equity Team
GuideStar
Nikki Powell (Moderator)
Effective Practices Director
PEAK Grantmaking
Nikki Powell is PEAK Grantmaking’s chief communications officer. She develops and manages strategies to promote PEAK Grantmaking’s services, events, and programs. She is responsible for developing outreach campaigns to raise awareness of PEAK Grantmaking’s members and their expertise. Nikki also oversees marketing for PEAK Grantmaking events, including sponsorship and exhibitor recruitment.Contact Nikki with questions about communications, PEAK Grantmaking’s effective practices program and partnerships, and sponsorship and exhibitor opportunities.
Her experience includes implementing communications strategies for nonprofits of many sizes and in many sectors, including membership associations, advocacy organizations, and leading research think tanks.
Nikki has a bachelor’s degree from Converse College (Spartanburg, S.C.) with a double major in English and politics and a minor in women’s studies. She is currently a master’s degree candidate in organizational and corporate communications at Northeastern University.
Nikki is a nomad at heart and travels whenever she can; she has visited all 50 states and is working on all seven continents. Her favorite place she’s ever visited is Istanbul. She is a member of the Junior League of Greenville (S.C.) and volunteers regularly with the Day of the Girl and Period Project organizations.
Grants Management Professional Competency Model
Cross-Cutting Competencies
- Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.
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Insight, Impact, and Equity: Collecting Demographic Data
Contains 1 Component(s)For philanthropy to advance equity in all communities, especially low-income communities and communities of color, it needs to be able to understand the demographics of the organizations being funded (and declined), the people being served, and the communities impacted. That data should be used to assess practices and drive decision making. PEAK Grantmaking is working to better understand and build the capacity of grantmakers for collecting and utilizing demographic data as part of their grantmaking. Publication date: July 2018
For philanthropy to advance equity in all communities, especially low-income communities and communities of color, it needs to be able to understand the demographics of the organizations being funded (and declined), the people being served, and the communities impacted. That data should be used to assess practices and drive decision making.
PEAK Grantmaking is working to better understand and build the capacity of grantmakers for collecting and utilizing demographic data as part of their grantmaking. Our work is focused on answering four key questions:
- What demographic data are grantmakers collecting and why?
- How are they collecting these demographic data?
- How is demographic data being used and interpreted?
- How can funders use demographic data to inform their work?
With the help of Kelly Brown, former executive director of the D5 Coalition, and an advisory committee of grantmakers, we have completed an expansive survey, interviews with grantmakers, and field research on these four questions.
Publication date: July 2018
Grants Management Professional Competency Model
Cross-Cutting Competencies
- Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.
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Elevating the Nonprofit Sector with Professional Development
Contains 2 Component(s)Did you know there are 12 centers across the state of Florida that provide leadership and management training for nonprofit professionals and volunteers? Learn about these management support organizations, or MSOs, and how you, your organization, and your grantees can benefit from educational opportunities to improve the efficiency and effectiveness of the nonprofit sector. Original air date: October 18, 2018
Did you know there are 12 centers across the state of Florida that provide leadership and management training for nonprofit professionals and volunteers? Learn about these management support organizations, or MSOs, and how you, your organization, and your grantees can benefit from educational opportunities to improve the efficiency and effectiveness of the nonprofit sector.
Viewers will:
- Learn about the 12 Management Support Organizations (MSOs) in Florida;
- Understand how to access training for yourself, your organization, or for your grantees; and
- Recognize how your organization can help strengthen nonprofit leadership in your community.
A presentation of the Florida Regional Chapter.
Original air date: October 18, 2018
Margaret Linnane
Executive Director
Edyth Bush Institute for Philanthropy & Nonprofit Management
Rena Coughlin
President & CEO
Nonprofit Center of Northeast Florida
Emily Benham
CEO
Nonprofit Leadership Center of Tampa Bay
Jessica Cecere
CEO
Nonprofits First
Grants Management Professional Competency Model
Cross-Cutting Competencies
- Staff and Volunteer Development: Build the capacity of staff and volunteers to be successful in their grantmaking role.
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Strengthening Grantees: Foundation and Nonprofit Perspectives
Contains 1 Component(s)The report provides a comprehensive examination of foundations’ efforts to strengthen grantee organizations and leaders. The data reveals that foundations are not as in touch with nonprofits’ needs as they think they are, and that both foundations and nonprofits alike have a role to play in closing the gap between the support nonprofits need and the support foundations provide. Publication date: October 2018
The report, from the Center for Effective Philanthropy, provides a comprehensive examination of foundations’ efforts to strengthen grantee organizations and leaders. The data reveals that foundations are not as in touch with nonprofits’ needs as they think they are, and that both foundations and nonprofits alike have a role to play in closing the gap between the support nonprofits need and the support foundations provide.
Publication date: October 2018
Ellie Buteau
Vice President, Research
Center for Effective Philanthropy (CEP)
Charis Loh
Manager, Research
Center for Effective Philanthropy
Temitayo Ilegbusi
Senior Analyst, Research
Center for Effective Philanthropy
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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Great Funder–Nonprofit Relationships Toolkit
Contains 1 Component(s)This toolkit, from Exponent Philanthropy, is designed to help funders recognize the aspects of great relationships with your nonprofit partners, assess competencies, and consider ways to improve how to work with one another. Publication date: October 2018
This toolkit, from Exponent Philanthropy, is designed to help funders recognize the aspects of great relationships with your nonprofit partners, assess competencies, and consider ways to improve how to work with one another.
This simple tool walks through:
- The hallmarks of great relationships.
- A self-diagnostic that can help you identify opportunities for improvement.
- Two key skills that can improve relationships in any given area.
In this resource, you’ll also find tips and resources from other funders and nonprofits to develop your own action plan.
Publication date: October 2018
Grants Management Professional Competency Model
Cross-Cutting Competencies
- Communications: Listen to others and communicate effectively.
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Getting the Best Possible Failures in Philanthropy
Contains 1 Component(s)What constitutes “good” failures in philanthropy, and how can we have more of them? Publication date: October 16, 2018
What constitutes “good” failures in philanthropy, and how can we have more of them?
Publication date: October 16, 2018
Jen Ford Reedy
President
Bush Foundation
Grants Management Professional Competency Model
Cross-Cutting Competencies
- Knowledge Management: Capture and apply knowledge to promote learning and improvement.
Lifecycle of a Grant Competencies
- Post-Grant: Review grantmaking to determine success in meeting goals and objectives.
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Intersectionality and Demographic Data in Philanthropy
Contains 1 Component(s)If philanthropy is serious about its mission, it has to get serious about intersectionality. We need data to unpack the layers of oppression and systemic inequities that keep us from making substantial progress. Yet, our data collection efforts haven’t even begun to contemplate this complex issue. Publication date: October 12, 2018
If philanthropy is serious about its mission, it has to get serious about intersectionality, in which classifications such as gender, race, class, and others cannot be examined in isolation from one another. We need data to unpack the layers of oppression and systemic inequities that keep us from making substantial progress. Yet, our data collection efforts haven’t even begun to contemplate this complex issue.
Publication date: October 12, 2018
Melissa Sines
Effective Practices Program Manager
PEAK Grantmaking
Melissa works with internal teams, external consultants, volunteer advisory groups, and partner organizations to articulate and highlight the best ways to make grants--effective practices. This body of work will help to define the role of grants management in philanthropic institutions in the United States and across the world.
Grants Management Professional Competency Model
Cross-Cutting Competencies
- Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.
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Principles of PEAK Grantmaking: The View from Inside a Working Group
Contains 1 Component(s)Have you ever wondered what principles to adopt to promote good grantmaking practices at your organization – actually, not just good practice, but the best grantmaking practices possible? Grant managers are a special group of professionals always looking for perfection, order, and improvement. We are all responsible for the ‘how’ of grantmaking – and for making it as effective and principled as it can be. Publication date: October 17, 2018
Have you ever wondered what principles to adopt to promote good grantmaking practices at your organization – actually, not just good practice, but the best grantmaking practices possible? Grant managers are a special group of professionals always looking for perfection, order, and improvement. We are all responsible for the ‘how’ of grantmaking – and for making it as effective and principled as it can be.
The five Principles of PEAK Grantmaking, in their current draft form, are:
- Align grantmaking practices with values [Values]
- Be responsible and responsive stewards of the resources entrusted to us [Stewards]
- Mitigate the power imbalance in grantmaking [Mitigate Power Imbalance]
- Implement equitable grantmaking practices [Equity]
- Take a learning approach to achieving impact [Learning for Impact]
Publication date: October 17, 2018
Sue Fulton
CFO
Endowment for Health
Grants Management Professional Competency Model
Cross-Cutting Competencies
- Communications: Listen to others and communicate effectively.
- Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.
- Ethics, Integrity, and Accountability: Act with integrity and accountability.
- Financial Management: Implement financial policies and controls to ensure effective and efficient deployment of financial resources for grantmaking.
- 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.
- 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.
- Technology Management: Apply technology solutions to grantmaking to support grantmaker, applicant, and grantee success.
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.
- Award and Monitoring: Monitor grantee activity to support grantee success and determine compliance with grant agreement.
- Post-Grant: Review grantmaking to determine success in meeting goals and objectives.
