Members Only Access: Discover more than 300 curated resources that can answer your questions and help you delve deeper into topics you want to learn more about. You’ll find articles, reports, conference slides, sample documents and templates, plus webinar recordings and learning modules. There’s a wealth of grants management information waiting to be explored.
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Presentation Slides and Handouts
PEAK Midwest Regional Chapter Spring 2019 Meeting
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
Publications & Reports
Philanthropy Self-Assessment for Working with Tribal Communities
This self-assessment is a tool to determine where you are in your work with tribal communities, Native organizations, and Indigenous peoples, and to identify areas that can be strengthened as you move towards equity and effectiveness. Publication date: October 2019
Trends 2020: Results of the Second National Benchmark Survey of Family Foundations
Trends 2020, which follows, the inaugural 2015 report, includes new questions relevant to ongoing changes in the field including issues of equity, place-based giving, transparency, the role of the donor, and the question of spend down versus perpetuity. Publication date: October 2019
Blog posts and articles from other publications, including PEAK Insight Journal.
The Power of Bridging Issue Silos through Funding Collaboratives
A discussion of the role of cross-issue collaboratives and why they’re important for grantmaker impact. Publication date: October 7, 2019
How Philanthropy Can Help Us Be Better as a Nation
Rick Williams, Sobrato Family Foundation’s chief executive, reflects on his 20 years in philanthropy and suggests 10 priority action items for the sector to help America reach its full potential. Publication date: October 7, 2019
Sample Documents and Templates
This is a collection of sample documents shared by your colleagues. Be sure to check the Connect library for new additions.
GM101 Introduction to Grants Management
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.
Power Moves: Your Essential Philanthropy Assessment Guide for Equity and Justice
A self-assessment toolkit to determine how well you are building, sharing and wielding power and identify ways to transform your programs and operations for lasting, equitable impact. It includes ready-to-use guides, insightful anecdotes and comprehensive resources to help you on your power journey towards high-impact giving. From the National Committee for Responsive Philanthropy. Publication date: May 2018
A Practical Guide to Outcome-Focused Philanthropy
“A Practical Guide to Outcome-Focused Philanthropy” is a roadmap for Hewlett Foundation staff as they work across the four stages of a strategy’s lifecycle: origination; implementation; refresh, and exit. The guidebook includes a set of worksheets that provide an at-a-glance overview of what staff need to think about and do at each stage. These worksheets also are available as a standalone document.