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
Cross-Border Giving: A Legal and Practical Guide
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
Courage in Practice: The Principles for Peak Grantmaking
Many in our 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. Publication date: April 2019
Successful Structures: Rethinking the Role of Grants Management -- Case Studies
In our exploration of successful structures, we studied organizations of different sizes, types, missions, and cultures. We identified a set of common practices supported by certain organizational characteristics and behaviors that, over time, are building successful structures. These characteristics and behaviors boil down to five essential guidelines for realizing a successful grantmaking structure designed to integrate the “how” of grantmaking with foundation strategy and impact. Publication date: 2017
Blog posts and articles from other publications, including PEAK Insight Journal.
Make Your Values Mean Something
You can learn some important lessons from the few companies that have adopted meaningful corporate values. Whether their values stemmed directly from the vision and character of their founders or were developed later through formal programs, these companies all followed four basic imperatives in creating and implementing their values. An article from Harvard Business Review. Publication date: July 2002
From Procedural to Principled: A Short Recent History of Grants Management
This post identifies five major shifts over the past two decades around administrative functions, compliance, transparency, impact measurement, and technology. Publication date: January 17, 2019
Revisit Reporting: PEAK Insight Journal Collection
An issue of PEAK Insight Journal devoted to the topic of reporting. Original publication date: 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.