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
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
Reckoning, Repair, and Change: How Business Leaders Can More Effectively Advance Racial Equity and Competitive Advantage
As corporate leaders pledge their commitment to diversity, equity, and inclusion, they need a way to fulfill their promises. Designed for CEOs and corporate executives, this primer from FSG offers practical tools and examples to help companies transform pledges into action. Publication date: August 2019
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
Blog posts and articles from other publications, including PEAK Insight Journal.
From Procedural to Principled: A Short Recent History of Grants Management
A review of five major shifts over the past two decades around administrative functions, compliance, transparency, impact measurement, and technology. Publication date: January 31, 2019
The Reverse Site Visit: A Day in the Life of Our Program Officer
An inside look into the realities of working at a foundation. Publication date: January 8, 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.