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802 Results

  • The Reverse Site Visit: A Day in the Life of Our Program Officer

    Contains 1 Component(s)

    An inside look into the realities of working at a foundation. Publication date: January 8, 2019

    An inside look into the realities of working at a foundation. The author shadowed the program officer at the William and Flora Hewlett Foundation, and learned in detail how the foundation sets its strategies and goals, and how those play out in the group’s grantmaking approach.

    Publication date: January 8, 2019

    Charis Loh

    Manager, Research

    Center for Effective Philanthropy

    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.

  • Is Grantmaking Getting Smarter?

    Contains 2 Component(s)

    Is Grantmaking Getting Smarter? is a national study of philanthropic practice that was done to help us understand how we are doing as a field. The study includes key findings which look at how grantmakers’ approaches to racial equity and culture connect to practice. Original air date: August 6, 2019

    Is Grantmaking Getting Smarter? is a national study of philanthropic practice that was done to help us understand how we are doing as a field. The study includes key findings which look at how grantmakers’ approaches to racial equity and culture connect to practice.

    A presentation of the PEAK Grantmaking Florida Chapter.

    Original air date:  August 6, 2019

    Kyle Rinne

    Strategy & Learning Manager

    Grantmakers for Effective Organizations

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

    Lifecycle of a Grant Competencies

    • Planning and Pre-Grant: Apply the grantmaker values, mission, and goals to ensure alignment of application process and guidelines.

  • 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.

  • GM101 Introduction to Grants Management

    Contains 4 Component(s)

    This GM101 online course provides a basic overview of the grants management role, and the scope of the grantmaking process, in funder organizations. The course is designed for professionals who are new to grants management. This includes professionals with backgrounds in accounting, technology systems, program management, and other relevant areas. Grants management is often the department where program, finance, communications, application, approval, and administrative functions overlap. Grants managers perform a diverse set of tasks and maintain a wide range of professional relationships to ensure high-quality grants administration across programs. This course builds a basic understanding of the grants manager’s role, the grantmaking process, and the philanthropic context in which grantmaking takes place.

    image

    This GM101 online course provides a basic overview of the grants management role, and the scope of the grantmaking process, in funder organizations.

    The course is designed for professionals who are new to grants management. This includes professionals with backgrounds in accounting, technology systems, program management, and other relevant areas.

    Grants management is often the department where program, finance, communications, application, approval, and administrative functions overlap. Grants managers perform a diverse set of tasks and maintain a wide range of professional relationships to ensure high-quality grants administration across programs. This course builds a basic understanding of the grants manager’s role, the grantmaking process, and the philanthropic context in which grantmaking takes place.

    GM101 is self-paced, and can be completed over multiple sessions. The course includes narration of select content by grantmaking experts, an extensive array of resources, learner activities, and a certificate of completion to add to your professional development portfolio. Members will receive access to a CONNECT community exclusive to GM101 learners and a badge for their CONNECT profile.

    Course access: 1 year from time of purchase
    Course time commitment: 3 to 4 hours

    Learn more

    ____________________________________________________________________________________________

    GM101 Online features five learning modules:

    • Module 1: An Overview of Grants Management
    • Module 2: Nonprofit Organizations
    • Module 3: The Grantmaking Process
    • Module 4: View from the Field
    • Module 5: Courage in Practice: Principles for Peak Grantmaking

    After completing the course, learners will be able to:

    • Explain the philanthropic context in which grantmaking takes place, including types of grantmakers and grantees
    • Describe and apply best practices for grants management
    • Articulate grantmaking’s legal and regulatory landscape
    • Assess the health and financial sustainability of prospective grantees
    • Employ internal administrative and tracking processes that support a grantmaking cycle
    • Promote grants management as a profession
    • Identify the Principles for Peak Grantmaking and gain access to tools to help you bring these strategies to action

    ​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.

    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.

    Rikard Treiber

    Director, Grants

    Peter G. Peterson Foundation

    Rik Treiber is director, grants, at the Peter G. Peterson Foundation, where he oversees grant operations and compliance. He collaborates on the development of grant initiatives that support the foundation’s mission to increase public awareness of the nature and urgency of key fiscal challenges threatening America’s future and to accelerate action on them. 

    Rik is also chairman of philanthropic initiatives and a member of the advisory board for Horizon Client Access, Inc., which provides political, economic, and security risk analyses to businesses seeking to enter markets in Eurasia, Africa, and South America.

    Rik is active in the philanthropic sector and speaks frequently on topics related to foundations and nonprofits. He holds a BA from Wesleyan University; an MA with high honors in sociology from the University of California, Santa Barbara; and an MA in American studies from New York University, where he was a Henry Mitchell McCracken Fellow.

    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.
    • Financial Management: Implement financial policies and controls to ensure effective and efficient deployment of financial resources for grantmaking.
      Staff and Volunteer Development: Build the capacity of staff and volunteers to be successful in their grantmaking role.
      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.

  • PEAK2020 Call for Session Proposals Informational Webinar

    Contains 2 Component(s)

    Are you considering submitting a PEAK2020 session proposal? Do you have questions about the proposal process? The deadline to submit a proposal is August 11, 2019.

    Are you considering submitting a PEAK2020 session proposal? Do you have questions about the proposal process?  Review our Call for Proposals brief, then join us to get your questions answered!

    The deadline to submit a proposal is August 11, 2019.

    Sari Houston

    Education Program Manager

    PEAK Grantmaking

    Liz Bicer

    Education Director

    PEAK Grantmaking

    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.

    Clare Larson

    Membership Relationship Manager

    PEAK Grantmaking

    Clare joins PEAK Grantmaking after spending over three years at Humentum, a global association supporting organizations in the international relief and development sector. She began there managing the enrollment in Humentum’s training programs and conferences. She transitioned to the role of membership engagement manager, where she was responsible for fostering collaboration across the membership community through learning and networking events. She is passionate about ensuring a seamless customer experience and connecting people with practical tools and resources.

    Clare graduated from Fordham University with a degree in International Political Economy and Middle East Studies. She grew up in New Jersey, but has family roots in the Midwest. Outside of work, she can be found spending as much time outside as possible planning her next travel adventure and singing along to ABBA songs.

    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.

    ​Sue Fulton

    CFO

    Endowment for Health

    Candy Champion

    Grants Manager

    Turner Foundation, Inc.

  • PEAK Midwest Regional Chapter Spring 2019 Meeting

    Contains 1 Component(s)

    A day of learning in which grantmaking colleagues heard about collaboration and redevelopment in the Milwaukee area, enjoyed a presentation from PEAK Grantmaking Regional Chapter Manager Sara Sanders, and learned ways to improve grantmaking practices based on input at the annual conference. Event date: May 17, 2019

    A day of learning in which grantmaking colleagues heard about collaboration and redevelopment in the Milwaukee area, enjoyed a presentation from PEAK Grantmaking Regional Chapter Manager Sara Sanders, and learned ways to improve grantmaking practices based on input at the annual conference.

    Presentations included:

    • Building Capacity for Impact: From Grant Maker to Change Maker
    • Neighborhood Investment: A Tale of Two Foundations
    • Milwaukee Film: The Successful Philanthropy/Artist Partnership That Transformed Milwaukee's Film Scene
    • Networking for Better Grantmaking
    • Useful Tips and Tools for Meeting Facilitation and Work Presentations

    Christina Ellis

    Program Director

    Advancing a Healthier Wisconsin Endowment, Medical College of Wisconsin

    Christina is a program director for the Advancing a Healthier Wisconsin Endowment (AHW) and is responsible for overseeing the Endowment’s focus on community health improvement. 

    AHW, stewarded by the Medical College of Wisconsin, is a statewide funder dedicated to improving health in Wisconsin communities. Since 2004, AHW has provided nearly 400 awards more than $220M to advance the health of Wisconsin through community health improvement, research and education.

    Christina leads and manages programming, technical assistance, and grant management for 35% of the AHW’s $470M assets and works closely with a complex oversight structure of a direct oversight body, the fiscal agent’s board of trustees, a state-appointed oversight group and Wisconsin legislative mandate. 

    Christina also serves on the Board for the Milwaukee Area Health Education Centers, was appointed by the Mayor of Milwaukee to sit on the Violence Prevention Steering Committee and the MKE United Strategic Actioning Group. 

    Greg Wesley

    Senior Vice President, Strategic Alliances and Business Development

    Medical College of Wisconsin

    Board Member, Greater Milwaukee Foundation

    Frank Cumberbatch

    Vice President, Engagement

    Bader Philanthropies

    Jonathan Jackson

    CEO and Artistic Director

    Milwaukee Film

    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

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

  • PEAK Grantmaking Membership Orientation Webinar

    Contains 2 Component(s)

    ​Are you interested in learning how to make the most of your membership this year? This webinar provides an overview of the many benefits and resources available to you as a PEAK Grantmaking member, tips for navigating CONNECT and LEARN, and upcoming initiatives for the year, including the launch of our Principles for Peak Grantmaking work. Original air date: May 2, 2019

    Are you interested in learning how to make the most of your membership this year? This webinar provides an overview of the many benefits and resources available to you as a PEAK Grantmaking member, tips for navigating CONNECT and LEARN, and upcoming initiatives for the year, including the launch of our Principles for Peak Grantmaking work.

    Original air date: May 2, 2019

    Clare Larson

    Membership Relationship Manager

    PEAK Grantmaking

    Clare joins PEAK Grantmaking after spending over three years at Humentum, a global association supporting organizations in the international relief and development sector. She began there managing the enrollment in Humentum’s training programs and conferences. She transitioned to the role of membership engagement manager, where she was responsible for fostering collaboration across the membership community through learning and networking events. She is passionate about ensuring a seamless customer experience and connecting people with practical tools and resources.

    Clare graduated from Fordham University with a degree in International Political Economy and Middle East Studies. She grew up in New Jersey, but has family roots in the Midwest. Outside of work, she can be found spending as much time outside as possible planning her next travel adventure and singing along to ABBA songs.

    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.

    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.

    Carolyn Sosnowski

    E-Learning and Content Manager

    PEAK Grantmaking

    Carolyn J. Sosnowski joined PEAK Grantmaking in 2015. She designs and creates e-learning materials that support the development of experts and leaders in philanthropy. As part of that goal, Carolyn also curates and promotes content of interest to grants managers and manages online community engagement for the association.

    She has more than 20 years of experience working in both nonprofit and for-profit settings conducting research, managing information center services, and overseeing professional development and conference programming.

    Carolyn received a Master’s degree in Library & Information Studies from the University of North Carolina at Greensboro and a Bachelor of Arts degree in history from the University of Virginia. Although she graduated from UVA with Tina Fey, their paths did not cross.

    What Carolyn likes to do in her spare time: travel with her family, especially to her native New York; bake (and eat) chocolate cake; and watch Jeopardy!, on which she was a contestant in 2008. No, she didn’t win.

    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.

  • Tying Grant Practices to Foundation Values

    Contains 3 Component(s)

    ON-DEMAND WEBINAR Many in the philanthropic sector are talking about big ideas such as equity and inclusion, narrowing the power gap in our sector, being authentically engaged in our communities, listening and learning from our partners, and living our values in our practice. With this webinar, move from conversation to action. Learn from your peers at the William and Flora Hewlett Foundation about the process they used to define a philosophy of grant practice that stems from their guiding principles and how they continue to question and revise their practices. Original air date: April 25, 2019

    Many in the philanthropic sector are talking about big ideas such as equity and inclusion, narrowing the power gap in our sector, being authentically engaged in our communities, listening and learning from our partners, and living our values in our practice. With this webinar, move from conversation to action. Learn from your peers at the William and Flora Hewlett Foundation about the process they used to define a philosophy of grant practice that stems from their guiding principles and how they continue to question and revise their practices.

    Thoughtfully examine how your values are reflected in practices and share questions and concerns with your peers. If you missed this session at the conference (it was packed!) take advantage of this encore presentation.

    Viewers will learn about:

    • Analyzing and codifying the relationship between a foundation’s grantmaking practice and its values
    • Questions and constraints on aligning foundation grantmaking practices and values
    • Working together toward greater alignment between foundation values and practices

    Original air date: April 25, 2019

    Webinar run time: 48 minutes

    ​Aimée Bruederle

    Grants Officer, Global Development and Population Program

    William and Flora Hewlett Foundation

    Aimée Bruederle is Grants Officer for the Global Development and Population program at the William and Flora Hewlett Foundation. She partners with program staff on the operational aspects of international grantmaking. Prior to joining the Hewlett Foundation, Aimée worked as a grants manager at the Tides Foundation. Aimée holds a bachelor’s in business administration from the University of Wisconsin in Madison, Wis. In addition, she obtained a specialization in international business at the Copenhagen Business School. She earned her Master’s in Public Health with an emphasis on Women’s and Reproductive Health from Johns Hopkins University in May 2017.

    Brooke Treadwell

    Grants Officer

    William and Flora Hewlett Foundation

    Brooke Treadwell is a grants officer for the Education program at the William and Flora Hewlett Foundation. She is responsible for grantmaking operations, practices and data analysis across the foundation’s strategies for Open Educational Resources and K-12 Teaching and Learning.

    Brooke has over 15 years of experience in the nonprofit sector, working most recently at UNESCO, where she implemented education policy reforms in Burma/Myanmar. Prior to that she was senior associate at the DeBoer Foundation where she managed a portfolio of grants supporting education and global development projects.

    Melissa Sines (Moderator)

    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.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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

    Lifecycle of a Grant Competencies

    • Planning and Pre-Grant: Apply the grantmaker values, mission, and goals to ensure alignment of application process and guidelines.

  • Interpreting the 990 and Financials to Assess a Nonprofit’s Health

    Contains 2 Component(s)

    Sharpen your skills on reading the Form 990, and learn how to assess the financial and organizational health of grantee organizations by analyzing the Form 990 and reviewing financial statements. Original air date: April 17, 2019

    Sharpen your skills on reading the Form 990, and learn how to assess the financial and organizational health of grantee organizations by analyzing the Form 990 and reviewing financial statements.

    Learning Objectives:

    • Identify key indicators of financial health
    • Learn to spot the red flags
    • Understand key elements of the balance sheet and profit and loss reports

    A program of the Florida Regional Chapter.

    Original air date: April 17, 2019

    Carol Wilson, ​CPA, MBA

    QuickBooks Advanced Certified ProAdvisor and Partner

    Care Accounting Services & Nonprofit Accounting Academy

    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.

  • Cross-Border Giving: A Legal and Practical Guide

    Contains 1 Component(s)

    Cross-Border Giving features 17 authors offering insight on legal, ethical, and operational issues of international giving. Topics covered include: ethical grantmaking, the closing space for civil society, equivalency determination & expenditure responsibility, preparing for an audit, and much more. Publication date: 2018

    Cross-Border Giving features 17 authors offering insight on legal, ethical, and operational issues of international giving.  Topics covered include: ethical grantmaking, the closing space for civil society, equivalency determination & expenditure responsibility, preparing for an audit, and much more. 

    Publication date: 2018

    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.

    Lifecycle of a Grant Competencies

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