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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Publications & Reports
Sharing Data Responsibly – A Conversation Guide for Funders
Human rights funders collect a lot of data about their grantees – as well as the people that their grantees help. Sharing this data openly can help funders be transparent about their activities and highlight the impact of their grantees’ work. However, it can also increase risks to human rights work if data isn’t collected and managed responsibly. How can funders be transparent about the work they support, while making sure that they aren’t harming grantees or others? This guide is based on research conducted by Ariadne and The Engine Room. Publication date: October 2018
Understanding & Sharing What Works: The State of Foundation Practice
Assessing the performance of a foundation is notoriously challenging, but it is crucial to learning and improvement. How well do foundation leaders believe they understand what is and isn’t working in their foundation’s programmatic efforts? How are they building that understanding? What information are they choosing to share with others? CEP surveyed and conducted in-depth interviews with private and community foundation leaders regarding what they know about what is and isn’t working in their foundations’ efforts to achieve their goals. Publication date: November 2018
Measuring the State of Disaster Philanthropy: Data to Drive Decisions
Disasters and humanitarian crises affected millions of people globally in 2016. Donors responded generously to these disasters: How were their dollars allocated? Publication date: November 2018
Blog posts and articles from other publications, including PEAK Insight Journal.
Listening to the Community to Reimagine How a Foundation Delivers on Its Mission
Based on feedback from community listening sessions and consultations with local experts, The San Francisco Foundation reshaped its grantmaking strategy and role in addressing the inequities facing Bay Area residents. Publication date: December 12, 2018
10 Things Progressive Funders Must Learn from Conservative Ones, or We Are All Screwed
Conservative funders focus on the big picture, act quickly, do not micromanage, provide significant general operating funds, fund for twenty or thirty years, support leaders and movements, engage in policy and politics, and treat grantees as equal partners. Progressive funders—with a few exceptions—intellectualize, are severely risk-averse, focus narrowly, fund isolated strategies and programs, avoid politics, and treat grantees like parasites and freeloaders. Publication date: December 10, 2018
Presentation Slides and Handouts
PEAK Midwest Fall Regional Meeting
Looking for ideas to improve your grantmaking practices and time to network with other grants management professionals? Presenters from the MacArthur Foundation, Grand Victoria Foundation, PEAK Grantmaking, and the Midwest Regional Chapter team shared information on a wide-range of hot topics in philanthropy including practices, racial equity, and going paperless. Presentation date: October 19, 2018
Planning Your Path for the Future
This meeting of the PEAK Grantmaking New York Chapter, EPIP New York, and Philanthropy New York focused on professional development, and included two highly-interactive sessions, focused on reflecting on your current role in your organization and strategizing how best to advocate for yourself at work, while networking with other grants management colleagues from the area. Presentation date: November 1, 2018
Focus on Leadership: PEAK Grantmaking New England Regional Chapter Fall 2018 Meeting
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
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.
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.