Catalog Advanced Search

Search by Categories
Search in Packages
Search by Format
Search by Type
Search by Date Range
Products are filtered by different dates, depending on the combination of live and on-demand components that they contain, and on whether any live components are over or not.
Start
End
Search by Keyword
Sort By

802 Results

  • Lead the Conversation: How to Build Coalitions for Change

    Contains 1 Component(s)

    HOW-TO GUIDE Planning for change requires a whole-organization effort, and that starts with conversation—Courageous Conversation. Find out how to create space, a case, and a personalized approach for discussing change with your colleagues and reaching consensus regarding the action steps to take. Publication date: October 2019

    Lead the conversation

    HOW-TO GUIDE
    Planning for change requires a whole-organization effort, and that starts with conversation—Courageous Conversation. Find out how to create space, a case, and a personalized approach for discussing change with your colleagues and reaching consensus regarding the action steps to take.

    Principles for Peak Grantmaking Series: Tie Practices to Values

    Publication date: October 2019



    Exclusive to Organization Members.

    Not a member? To gain access to select resources, our CONNECT community, and more, start with Individual Membership, complimentary to all grantmaking professionals. Join today >

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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

  • Tying Grantmaking Practices to Values

    Contains 2 Component(s)

    COMMUNITY WEBINAR To transform the practice of philanthropy into the practice of principled grantmaking, we worked with our members to develop five Principles for Peak Grantmaking — Tie Practices to Values; Narrow the Power Gap; Drive Equity; Learn, Share, Evolve; and Steward Responsively. In this webinar, we introduce our first Principle: Tie Practices to Values. Grantmaking practices are often the lens through which grantseekers experience grantmakers’ values. Practices bound inextricably to an organization’s values can lay the foundation for trusting relationships, met expectations, and true partnerships –– as well as better, more sustainable outcomes. We explore our learning strategy for our members, highlight a member doing this work well, and share resources we have available. Original air date: October 31, 2019

    To transform the practice of philanthropy into the practice of principled grantmaking, we worked with our members to develop five Principles for Peak Grantmaking — Tie Practices to Values; Narrow the Power Gap; Drive Equity; Learn, Share, Evolve; and Steward Responsively.

    In this webinar,  we introduce our first Principle: Tie Practices to Values. Grantmaking practices are often the lens through which grantseekers experience grantmakers’ values. Practices bound inextricably to an organization’s values can lay the foundation for trusting relationships, met expectations, and true partnerships –– as well as better, more sustainable outcomes.

    We explore our learning strategy for our members, highlight a member doing this work well, and share resources we have available. 

    Original air date: October 31, 2019

    Melissa Sines

    Programs and Knowledge Director

    PEAK Grantmaking

    Melissa leads PEAK Grantmaking’s work to identify effective, efficient, and equitable philanthropic practices and advocate for their adoption by grantmakers.

    Prior to joining PEAK Grantmaking, Melissa was the education and accreditation director at Maryland Nonprofits and the Standards for Excellence Institute, where she oversaw nonprofit accreditation and the association’s learning community.

    Melissa is currently a board member at the Maryland Center for Economic Policy. She also serves as co-chair for the United Philanthropy Forum's Program Committee and on the Funder's Planning Committee for the Frederick County Nonprofit Summit. She has served on committees for Independent Sector, the Association of Baltimore Area Grantmakers, the Frederick Giving Project, and numerous other nonprofits in her local community.

    Melissa is a self-professed nonprofit dork and accidental techie. She is passionate about organizing people and projects to promote social justice.

    Arlene Wilson-Grant

    Grants Manager

    Disability Rights Fund & Disability Rights Advocacy Fund

    Arlene Wilson-Grant is the grants manager for the Disability Rights Fund and Disability Rights Advocacy Fund. Prior to joining the Funds in 2012, Arlene served as the grants specialist with the Skoll Foundation, where she served as the key liaison between grantees, program, and finance staff for three philanthropic entities. She joined the Skoll Foundation from the Public Health Institute, where she managed federal and state contracts with for-profit companies, community-based organizations, and government entities. Prior to that, she spent nearly seven years as a program officer at the Sacramento Region Community Foundation where she helped donors identify effective funding strategies and developed and implemented regional grantmaking programs. Arlene participates in PEAK Grantmaking and is a founding member of the Human Rights Funders Network's Grants Operations Coordinating Committee. Arlene received a Bachelor of Arts in Political Science from the University of California, Davis.

    Sara Sanders

    Membership Director

    PEAK Grantmaking

    As PEAK Grantmaking’s membership director, Sara leads the organization’s efforts to build and grow our network of over 350 Organizations Members and our community of more than 4,000 grants management professionals, all with the goal of improving how grants get made throughout the philanthropic sector.

    Sara brings 10+ years of association experience in volunteer management, membership recruitment and retention,  stakeholder engagement, and relationship building.  For more than 2 of those years, she worked as PEAK Grantmaking’s regional chapter manager, during which time she collaborated with volunteer regional chapter officers to dramatically increase engagement and build volunteers as leaders.

    Sara started her career at the Department of Defense, training military voting assistance officers to help service members vote and ensuring ballots were sent on time to oversees citizens. She has also worked at the League of Women Voters and the School Nutrition Association.

    Sara earned a bachelor’s degree in history and criminal justice from The George Washington University. She loves spending time with her family, is an avid sports fan and museum enthusiast, enjoys hobbies like ice skating and knitting, and can’t wait for her next travel adventure.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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

  • Using Measurement to Manage Impact

    Contains 1 Component(s)

    How investors can generate deeper insights into social and environmental impact while bringing concrete business benefits to investees. Publication date: October 30, 2019

    How investors can generate deeper insights into social and environmental impact while bringing concrete business benefits to investees.

    A bottom-up, people-centric view of impact—to complement top-down, investor-centric metrics—requires a different approach to measurement, one that better matches the welcome trend in impact investing toward proactive impact management vs. passive impact measurement. It means understanding and speaking the languages of both business and social impact, and knowing when and where to use them.

    Publication date: October 30, 2019

    ​Martina Castro

    Manager, Development Impact (Investments)

    CDC Impact Fund

    ​Matt Ripley

    Head of Insights and Evaluation

    The Good Economy

    Grants Management Professional Competency Model

    Lifecycle of a Grant Competencies

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

  • Grants Management Professional Competency Model

    Contains 2 Component(s)

    PEAK Grantmaking’s Grants Management Professional Competency Model defines the professional knowledge, skills, and abilities expected of grants management professionals, regardless of their area of specialization, the size of their organization, or their role within the field. By identifying both the functional responsibilities and the knowledge needed for success in every area of grants management, the competencies provide a comprehensive look at the profession. This Model offers everyone working in grants management a direction for professional success.

    PEAK Grantmaking’s Grants Management Professional Competency Model defines the professional knowledge, skills, and abilities expected of grants management professionals, regardless of their area of specialization, the size of their organization, or their role within the field. 

    By identifying both the functional responsibilities and the knowledge needed for success in every area of grants management, the competencies provide a comprehensive look at the profession. This Model offers everyone working in grants management a direction for professional success.

    The Model:

    • Describes what it looks like to be great in your role
    • Defines the competencies needed for success across the entire grantmaking profession
    • Provides a professional development road-map for grantmaking professionals
    • Identifies skills gaps and ways to close them
    • Is a tool for professional development NOT performance management
  • Net Grant Calculator

    Contains 1 Component(s)

    Grantmakers can use the Net Grant Calculator to calculate the time and resources they invest in making grants, and to understand the time and resources that their applicants expend in seeking grants.

    Ten years after our launch of Project Streamline, we’ve continued to talk with members and peers in the field about how much time is spent on making and seeking grants, and the burden that it can cause both grantmakers and grantseekers, and how we can better understand the true cost. These conversations have led to the development of a free tool that anyone can use to calculate the time and resources used in grantmaking practice: the Net Grant Calculator, hosted at netgrant.org. This free open-source tool was developed by PEAK Grantmaking in partnership with New America and the Mulligan Fund.

    Grantmakers can use the tool to calculate the time and resources they invest in making grants, and to understand the time and resources that their applicants expend in seeking grants. As a grantmaker, you want to ensure that the cost to run each of your programs does not eat away at the benefit it offers and ensure that you are spending time and money on the right parts of the grantmaking process. The Calculator can help you identify potential inefficiencies and focus on what matters most.

    Grantseekers can use the tool to help them calculate – and understand – their return on investment for grantseeking activities. The Calculator can help you decide which partnerships will result in a higher net grant to your organization and ensure that you’re spending time on what’s most important.

    Grants Management Professional Competency Model

    Lifecycle of a Grant Competencies

    • Award and Monitoring: Establish mutual expectations between the grantmaker and grantee to support success.

  • Philanthropy’s Blind Spot: The “How” of Grantmaking

    Contains 1 Component(s)

    INSIGHT Despite our sincere pursuit of change, grantmakers have neglected to structure our grants, practices, and measures to achieve our ambitions. PEAK Grantmaking ED Michelle Greanias outlines the research behind this disconnect, and briefs you on the way forward. Publication date: October 14, 2019

    Tie Practices to Values

    INSIGHT
    Despite our sincere pursuit of change, grantmakers have neglected to structure our grants, practices, and measures to achieve our ambitions. PEAK Grantmaking ED Michelle Greanias outlines the research behind this disconnect, and briefs you on the way forward. 

    Principles for Peak Grantmaking Series: Tie Practices to Values

    Publication date: October 14, 2019

    ​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.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Strategic Management: Promote organizational mission and goals and inspire colleagues to achieve them.
  • Assessing Grantee Financial Health: The Internal Partnership

    Contains 2 Component(s)

    ​Funders approach the task of assessing grantee financial health in a multitude of ways. Learn from this conversation with two grants management professionals who have embarked on a journey to strengthen their partnership – and have each taken a very different approach. Original air date: October 8, 2019

    Funders approach the task of assessing grantee financial health in a multitude of ways. Depending on the staffing and structure of a foundation, financial due diligence can be a task undertaken by grants managers, finance staff, program officers, or a team that crosses functional areas. FMA has worked with many funders to solidify this partnership, and facilitates a conversation with two grants management professionals who have embarked on a journey to strengthen their partnership – and have each taken a very different approach.

    In this webinar, you will learn about:

    • The benefits and drawbacks of various models for assessing grantee financial health
    • Strengthening the partnership between grants managers and program officers by working together to understand grantees’ financial health
    • The impact of different approaches to financial due diligence on relationships with grantees

    Original air date: October 8, 2019

    ​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.

    James Gallagher

    Senior Grants Manager, Future of Work

    Ford Foundation

    Jim Gallagher is the senior grants manager for U.S. Programs at the Ford Foundation and has worked across several grant and program-related investment portfolios to reduce poverty and expand economic opportunity for low-income and marginalized people in the US and developing countries.

    Prior to joining Ford, Jim served as grants manager for the John A. Hartford Foundation, the largest US private philanthropy dedicated to aging and health, and before that as a development manager for an international nonprofit organization focused on research, education, and advocacy concerned with aging populations.

    Jim holds a master’s degree in public administration from New York University’s Wagner School of Public Service and a bachelor’s degree in finance from Fordham University.

    Janice Opalski

    Director, Program Financial Services

    Robert Wood Johnson Foundation

    Janice A. Opalski is the director of program financial services at the Robert Wood Johnson Foundation. She supervises three staff members and oversees all activities of the office. Opalski manages the financial due diligence work with applicants and grantees, and administers the financial aspects of the Foundation’s program-related investments and endowment awards. She also provides financial technical assistance to program staff, performs other internal control reviews, and assists the chief financial officer as needed. Opalski is a member of the Risk Committee and the group focused on the Foundation’s work to promote healthy, more equitable communities.

    Opalski began working at the Foundation in October 1976, and was promoted to director of financial monitoring in 1995. Prior to that she worked for the Diocese of Trenton, Religious Education Office.

    Opalski is a member of the Foundation Financial Officer Groups and PEAK Grantmaking. She is also on the finance committee of the Philanthropy Network Greater Philadelphia. She is co-author of a finance paper presented at the Academy of Economics and Finance meeting in 1998.

    Opalski received an MBA and a BS, summa cum laude, in business administration-finance from Rider University, where she was named an Andrew J. Rider Scholar and was elected to Beta Gamma Sigma, the honor society for business students.

    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.

  • Never Type the Same Thing Twice

    Contains 2 Component(s)

    Managing disparate systems can cause data errors and drain time from more purposeful tasks. In this webinar, you’ll see a wide range of integrations to apply to your current system, as well as imagine what’s possible if you are beginning a search for new software. Original air date: September 24, 2019

    Do your office systems require duplicate data entry, importing/exporting data between systems, or logging in to separate dashboards to keep your data updated? Managing disparate systems can cause data errors and drain time from more purposeful tasks. Looking for ways to integrate can save time and improve accuracy. Our best benchmark for integration is to ask, “Am I typing the same thing twice?"

    In this webinar, you’ll see a wide range of integrations to apply to your current system, as well as imagine what’s possible if you are beginning a search for new software. Integrations exist in all aspects of foundation management software and the promise of integration is widely used. You’ll learn the nuances of this software promise and be wiser in your evaluation of software options.

    Original air date: September 24, 2019

    This webinar was sponsored and presented by Bromelkamp Company.

    ​Barb Ryan

    Sales Manager

     Bromelkamp Company LLC

    Barb assists prospective clients with software selection. Using a consultative style, Barb helps clarify prospects’ needs and then shows how Bromelkamp products meet or exceed those needs. “I love working with our varied potential clients and learning about their unique needs. Despite differences, all foundations are dedicated to improving their communities, and all can benefit from software that helps foundations maximize their impact.”

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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

  • Principles for Peak Grantmaking Series: Tie Practices to Values

    Contains 1 Component(s)

    ONLINE LEARNING MODULE This package brings the Tie Practices to Values resources together in one place. An exclusive benefit of Organization Membership. Publication date: October 2019

    image

    ONLINE LEARNING MODULE
    This module brings the Tie Practices to Values resources together in one place. An exclusive benefit of Organization Membership.

    Principles for Peak Grantmaking Series: Tie Practices to Values

    Publication date: October 2019



    This collection is exclusive to Organization Members.

    Not a member? To gain access to select resources, our CONNECT community, and more, start with Individual Membership, complimentary to all grantmaking professionals. Join today >

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Strategic Management: Promote organizational mission and goals and inspire colleagues to achieve them.
  • From Words to Action at Bainum Family Foundation

    Contains 1 Component(s)

    CASE STORY The principles guiding one grantmaker’s successful efforts to tie practices to values, including practical methods for getting staff involved in the process and gathering the most relevant insight into your practices. Publication date: October 2019

    Bainum Case Story

    CASE STORY
    The principles guiding one grantmaker’s successful efforts to tie practices to values, including practical methods for getting staff involved in the process and gathering the most relevant insight into your practices.

    Principles for Peak Grantmaking Series: Tie Practices to Values

    Publication date: October 2019



    Exclusive to Organization Members, Individual Members, and Consultant Members.

    Not a member? To gain access to select resources, our CONNECT community, and more, start with Individual Membership, complimentary to all grantmaking professionals. Join today >


    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Ethics, Integrity, and Accountability: Act with integrity and accountability.
    • Strategic Management: Promote organizational mission and goals and inspire colleagues to achieve them.