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

  • Rapid-Response Grantmaking: Creating Nimble Processes to Support Urgent Movements

    Contains 3 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Given the current political climate, many foundations see the movements they support and their grantees faced with rapidly shifting conditions and emerging threats. These foundations recognize that the times call for less red tape and more flexible ways to move funds to quickly address urgent needs. Hear from foundation representatives who view rapid-response grantmaking as essential to supporting grantees and have mastered the logistics of moving grants expeditiously. Hear, too, about challenges and lessons learned from moving funds quickly, including how to vet new grantees, craft an application process that is thorough but not burdensome, provide technical assistance to emerging grassroots organizations, and mitigate risk.

    Participants will learn about:

    Why rapid-response grantmaking is a powerful tool for grantmakers to better support grantees

    Different processes for moving grants rapidly, while conducting due diligence and managing risk

    Countering or avoiding common pitfalls in rapid-response grantmaking

    Jenifer Fernandez Ancona

    Vice President

    Women Donors Network

    Jenifer helps to run WDN, a national community of 220 progressive women donors who leverage their wealth, power, and community for a more fair, just, and sustainable world. Jenifer also directs WDN Action, a 501(c)(4) organization advancing justice through advocacy, funding, and civic engagement of underrepresented communities. She has a wide range of experience in communications, donor organizing, strategy development, grassroots organizing, and multi-racial coalition building. Jenifer has worked as Director of Strategic Communications at Citizen Engagement Laboratory, as a consultant to the Democracy Alliance, as a top legislative aide in the California State Assembly, and as a news reporter for the Los Angeles Times. Jenifer holds a BS degree in journalism from Northern Arizona University. She lives in Oakland with her husband, Dan Ancona, and their 8-year-old son.

    Kelli Rojas

    Grants Manager

    Rose Community Foundation

    Kelli leads grantmaking operations at Rose Community Foundation, ensuring practices align with organizational values, program strategy, and best practice. Responsible for managing the grants management system, she develops and builds streamlined, integrated processes across the Foundation’s funding programs. She serves as an internal advocate and voice for applicant/grantee needs and a hub for learning and evaluation within the organization.

    Kelli previously worked in corporate philanthropy, managing grantmaking processes for the global grant portfolio and operational excellence-related projects at the Western Union Foundation. She has also worked as a trainer and consultant, leading her to work with thousands of nonprofit organizations, professionals, and consultants to build capacity and strengthen the sector.

    Kelli is a Colorado native and holds a master’s degree in International Development and a bachelor’s degree in International Studies and Spanish from the University of Denver.

    Kyrstin Thorson-Rogers

    Grants Manager

    Proteus Fund

    Kyrstin Thorson-Rogers is the grants manager at Proteus Fund and brings over five years’ experience in grantmaking and nonprofit administrative and programmatic roles. She oversees the grantmaking for Proteus’ donor collaboratives, managed family foundation, and group and donor advised funds and partners with program staff and grantees in order to ensure a smooth process for all. Prior to joining Proteus, Kyrstin interned at the Monterey Peninsula Foundation and Firelight Foundation while pursuing her master’s degree in international policy studies at the Middlebury Institute of International Studies at Monterey. Kyrstin also holds a bachelor’s degree in international studies and Middle Eastern and African studies from the University of San Francisco.

    Shireen Zaman

    Program Director, RISE Together Fund

    Proteus Fund

    Shireen Zaman is the director of the RISE Together Fund (formerly known as the Security & Rights Collaborative) at the Proteus Fund, where she leads efforts to mobilize resources to grow promising, innovative, community-based organizations in America’s Muslim, Arab and South Asian (MASA) communities. The RTF’s support to the MASA field has led to an increase in grassroots leadership, higher levels of civic engagement, diverse coalitions, and coordinated, strategic messaging. Shireen comes to the RTF having led organizational transformation, resource development, and program management at several nationally recognized nonprofits. Most recently, she was Executive Director at the Institute for Social Policy and Understanding in Washington, DC. In 2013, Shireen was recognized as a White House "Champion of Change" for her work as an Asian American woman leader. She currently serves as an advisor to the Muslim Philanthropy Initiative at the Lilly Family School of Philanthropy.

    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.

  • Security Essentials for Grants Management

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Twenty-one percent of foundations have encountered a security breach, according to a 2018 nationwide survey by the Technology Affinity Group (TAG). Join security expert and Dana Foundation CIO Jim Rutt to learn how to protect your organization and become best partners with your information technology peers. The session will be filled with humor and tales from the trenches.

    Participants will learn about:

    How foundations are vulnerable

    Best practices, tools, and training resources for their teams

    How to best partner with IT peers to protect their organizations

    Jim Rutt

    Chief Information Officer

    Dana Foundation

    Jim Rutt, CISSP, CISM, CISA, CGEIT, CRISC, C|CISO, CCSK, is the chief information officer at the Dana Foundation. His responsibilities include providing strategic planning for information and technology management and overseeing all back office technology operations necessary to support the Foundation. Jim has frequently spoken to peer organizations on corporate cybersecurity strategy and risk management.

    Jim is president and chairman of the board of Technology Affinity Group (TAG) and is vice president and board director for the New York Metro Chapter of the Cloud Security Alliance, and is a member of Society for Information Management, SIM Foundation of NJ, CIO4Good, as well as a founding advisory board member of BWG Strategy LLC, a Work-Bench Venture Capital Mentor/Advisor, advisor to Lightspeed Ventures, a Silicon Venture capital company, and board advisor to multiple startups including Baffle, Axonius, Minerva Labs and Pixm.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • 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.

  • Regional Chapter Officers Meeting and Breakfast

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    A meetting for all PEAK Grantmaking Regional Chapter Chairs, Vice Chairs, Program Chairs, Membership Chairs, and Communications Chairs. 

    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.

  • Midwest Regional Chapter: Empowering Strategies that WORK

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Join us for this fun and informative session where you will learn about:  

    W – Win-Win solutions for leadership and collaboration in the workplace

    O – Opportunities to engage with the MIGHTY MIDWEST team

    R – Relationship Building with your colleagues in small group activities

    K – Knowledge Sharing on regional meetings—past, present, and future

    Genise Singleton

    Program Manager

    The Kresge Foundation

    Genise T. Singleton is program operations manager for The Kresge Foundation, overseeing day-to-day operations of the grants and program-related investments portfolio. She joined Kresge’s staff in 1995.

    She assists in the overall development and streamlining of the foundation’s grant processes and procedures, ensuring the proper disposition of grants and program-related investments and grantee compliance. She also reviews Kresge’s grants database.

    Genise has a deep interest in the ways data can be used to advance the work of the philanthropic sector, and is a member of several philanthropic affinity groups.

    A Detroit native, she earned a bachelor of arts in English from Marygrove College and has served on Marygrove’s alumni board as well as the boards of several other nonprofits.

  • New England Regional Chapter: Speed Networking, Roundtable Discussions, and "The Roles We Lead"

    Contains 2 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Please join us to meet your fellow New England chapter members through a speed dating style networking session, and a “What’s on Your Mind?” roundtable discussion of issues or problems you’d like to resolve. 

    For the final hour, Leslie Silverman will lead a discussion on “The Roles We Lead: What’s Next?”, which will help participants understand the complex suite of roles they assume as grant management professionals, the challenges that come with certain roles, and the reflective practices they can apply to grow and be most effective across their organizations. This is a special opportunity to participate in Leslie’s roundtable discussion with your New England peers before it is offered as a conference session on Tuesday afternoon.

    ​Leslie Silverman

    Partner, The Giving Practice

    Philanthropy Northwest

    Leslie brings over a decade of experience with private and public grantmakers and in roles touching all areas of grantmaking. She joined The Giving Practice in early 2014. Leslie is thrilled to work with funders in helping them improve and streamline their grantmaking practices and create grantmaking solutions that best advance their strategic interests. As a founding committee member of the national Project Streamline initiative, Leslie also enjoys working with funders interested in strengthening funder-grantee relationships and fostering peer learning among funders and grantees. With years of experience as a program officer for the Corporation for National and Community Service working across five states, and grants manager at the Bill & Melinda Gates Foundation, Leslie applies her cross-sector experience to help organizations be more efficient and effective in how they approach their philanthropy.

    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.

  • Northern California Regional Chapter: A Day in the Life of a Grants Manager

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    We will hear from three PEAK Grantmaking members about their day-to-day life as grants managers, including their place in their organization’s structure, the size of their team, their interactions with staff and board members, some of their key responsibilities, and their responsibilities that fall outside the scope of grants management. We’ll also learn what brought them to the field and what most excites them about their work. Audience participation and peer learning included!   

    Participants will learn about: 

    The ways in which the grants management role is structured in different organizations

    The range of responsibilities and tasks that can fall under a grants management role

    What keeps their colleagues engaged in their work 2019 educational programming and networking opportunities for our chapter

    Jessica Hickok

    Grants Manager

    Pisces Foundation

    Jessica is grants manager at the Pisces Foundation, overseeing the Foundation’s grantmaking policies, procedures, and systems.

    Previously, Jessica served as The James Irvine Foundation’s grants manager, and, prior to that, she was with the Koret Foundation as a program assistant, program associate, and grants manager. Jessica also has been a Princeton-in-Africa Fellow at the Mpala Wildlife Foundation in Kenya.

    Jessica is an active member of PEAK Grantmaking’s Northern California chapter, most recently serving as membership chair; she also serves as finance officer for the Flaming Lotus Girls, a collaborative, female-driven metal and fire arts group. Jessica is on the boards of The Brooklyn Quarterly, a nonprofit literary endeavor, and Humanities West, a multidisciplinary history and arts organization.

    Jessica graduated from Princeton University with a B.A. in comparative literature.

    Rosa King

    Program Officer

    The Carl Gellert and Celia Berta Gellert Foundation

    Cathy Manovi

    Grants Officer

    Gordon and Betty Moore Foundation

    Colin Richardson

    Director of Grants Administration

    The San Francisco Foundation

    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.

  • Southeast Regional Chapter: Chapter Meeting and Leveraging Communication, Technology Trends, and Grants Management

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Join your fellow Southeast Chapter members for a session filled with conversations, insights, updates and more! We’ll share what’s in store for the upcoming year, do some speed-networking, and welcome Tierney Smith and Nikki Barrett from Grantbook, who will discuss the intersections between social media communications, emerging trends in technology, and grants management. Any burning technology questions you’d like addressed?

    Nikki Barret

    Managing Director

    Grantbook

    Tierney Smith

    Philanthropy Advisor

    Grantbook

    Tierney specializes in helping foundations to advance their mission through better use of technology. As a philanthropy solution advisor at Grantbook, she helps clients craft their digital strategy, select right-sized technology tools and implement new systems. She is also leads Grantbook's change management coaching practice. Tierney has a degree in Software Engineering from the University of Waterloo.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

    • Communications: Listen to others and communicate effectively.

  • Bust the “Overhead” Myth; Pay True Indirect Costs

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    The True Cost Project was a collaboration by five foundations to explore the sector-wide challenge of insufficient indirect cost recovery among grantees and to identify solutions for paying grantees’ “true costs.” The project team conducted original research, engaged with approximately 100 grantees, and consulted a range of financial experts. Representatives from the three participating foundations will discuss findings from their work and the strategic changes they are implementing at their institutions.

    Participants will learn about:

    Ideas for approaches to grantmaking that cover grantees’ true costs

    The depth and breadth of the sector’s indirect cost recovery problem

    Why grantees and funders have misunderstandings about costs

    Approaches to pay actual indirect costs accurately and responsibly

    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.

    ​Jessica Halverson

    Grants Officer, Environment

    The William and Flora Hewlett Foundation

    Jessica Halverson is a grants officer in Environment at the William and Flora Hewlett Foundation. She works across the grantmaking portfolio on the program’s strategies in climate change, clean energy, and conservation. She also works on the foundation’s efforts to build more financially resilient nonprofit organizations.

    Previously, Jessica was a senior manager at Ceres, a nonprofit organization advocating for sustainability leadership in the private sector. She started her career in nonprofit consulting and has worked across a range of issues including youth, family homelessness, and reproductive health. From 2007 to 2012 she was treasurer of the board of directors for Our Bodies Ourselves, a global women’s health organization.

    Jessica graduated with a bachelor’s degree in sociology from Grinnell College and holds an MBA with concentrations in nonprofit management and strategy and innovation from Boston University’s Graduate School of Management.

    Arum Lansel

    Programs Operations Manager for Organizational Effectiveness

    David and Lucile Packard Foundation

    Arum Lee Lansel has over 12 years of experience working in the social sector, with a focus on international development. Current she serves as the Program Operations Manager for Organizational Effectiveness (OE) at the David and Lucile Packard Foundation. In this role, she manages monitoring, evaluation, and learning for OE and serves as a program officer for capacity building grants in Sub-Saharan Africa. Prior to joining the Foundation, she was a Senior Project Officer for Tetra Tech DPK, a consulting firm that helps developing and transitioning countries establish the rule of law and develop sustainable government and justice systems. She managed highly complex development projects in Democratic Republic of Congo, Jordan, the West Bank, and Iraq. She also previously worked for International Justice Mission (IJM), a non-profit organization working to protect the poor from violence in the developing world.

    Grants Management Professional Competency Model

    Lifecycle of a Grant Competencies

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

  • Complex Hierarchical Taxonomies Made Simple: A Vancouver Foundation Case Study

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    The Vancouver Foundation recently incorporated an updated taxonomy into its workflow to bring a consistent context to its grantmaking. By doing so, Canada’s largest community foundation realized a more efficient way to match the intentions of the projects under consideration with the intentions of the funds at its discretion. Review how the Vancouver Foundation implemented its own variation of the Philanthropy Classification System for increased efficiency and effectiveness.

    Participants will learn about:

    How foundation staff chose, adapted, and applied the taxonomy to their grantmaking processes

    How foundation staff implemented their requirements into in the grants management system

    Key lessons to consider when implementing a similar initiative

    David Doig

    Director, Grants and Community Initiatives

    Vancouver Foundation

    ​Malcolm Klotz

    Founder & CTO

    Re-Solved

    Founder and Chief Technology Officer of Business Solutions, Re-Solved. An entrepreneurial minded business analyst who thrives on problem solving big or small. A driven, strategic thinker who understands and implements the necessary harmony between technology and operations.  Malcolm has spent the past 12 years delivering software and implementation services primarily in the philanthropic sector. He takes pride in providing innovative and automated business solutions that "Re-Solve" client's existing and outdated processes.

    Grants Management Professional Competency Model

    Cross-Cutting Competencies

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

  • Getting to Impact: A Measurement Blueprint

    Contains 1 Component(s)

    Session materials from PEAK2019.

    Session materials from PEAK2019.

    Developing and delivering successful giving programs for those you support is no easy task. Today’s issues run deeper and loom larger than what is seen on the surface. In many cases, today’s problems can only be addressed through collaboration and the work of many. Giving programs that effect change require both financial resources and human capital. To attain and demonstrate the deepest impact with limited resources, implement a social impact framework. Whether you’re creating a new program or looking to improve on past successes, a social impact framework will help your organization improve its effectiveness by ensuring a direct link between your organization’s mission, giving programs, and grantee outcomes. See how a social impact framework can help your organization become more results-focused and better measure investments of time, talent, and treasure, to increase impact.

    Participants will learn about:

    Measurement terminology

    Social Impact logic models (AKA results frameworks)

    Measuring all investments—grants, volunteer time, and in-kind donations

    Michelle DiSabato

    President

    Community Impact Consultants, Inc.

    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.