Grantmaking 2.0: Updating Helmsley’s Grantmaking Processes

Experienced grantmakers interested in learning from other grantmakers about how they revised and updated their grants management practices will find this webinar helpful. Using the example of The Leona M. and Harry B. Helmsley Charitable Trust’s efforts to update their practices, the presenters share lessons learned and best practices for making your own practice updates.

Viewers will:

  • learn how to prepare for a grants management database system transition;
  • understand how to engage departments across your organization; and
  • hear best practices for process redesign.

Original air date: December 4, 2018

Anneka Preston

Grants Manager

The Leona M. and Harry B. Helmsley Charitable Trust

Anneka Preston is a grants manager at the Helmsley Charitable Trust. In this role, she is involved in performing due diligence for applicants and grantees to ensure grantmaking compliance across Helmsley’s programs. She also assists with maintaining the grants management database and providing technical assistance to applicants and grantees. Prior to joining Helmsley, Anneka was a client service associate at Lord, Abbett & Co. in Jersey City, NJ. Anneka has also served as an associate investment analyst at The American University in Cairo. Her professional work experience includes due diligence, client communications and relations, database management, reporting, and research. Anneka holds a Bachelor of Arts in International Relations from Manhattanville College where she studied abroad with the International Honors Program. She is an active volunteer and alumnus strongly believing in the importance of community building and engagement.

​Adam Sanders

Grants Administrator

The Leona M. and Harry B. Helmsley Charitable Trust 

Jeannine Corey

Senior Consultant and Partner

Philanthropy.io

Jeannine Corey has served the nonprofit sector as a leader and thought partner for more than 15 years. Jeannine leads Philanthropy.io's grants management system selection and implementation, quality assurance, and process re-engineering practices. Her experience in project management, knowledge management, and business processes and operations along with her working relationships with grants management vendors uniquely equips her to assist grantmakers in making informed, collaborative, and impactful decisions that improve their work.  In the last 2 years, she has assisted foundations with their grants management selection efforts; served as the Project Manager for Fluxx and foundationConnect implementations; facilitated process re-engineering efforts; created grants-related training materials; and provided knowledge management, project management and quality assurance oversight for a foundation’s internal and externally facing community engagement tool. 

Rebecca Van Sickle

Managing Partner

1892 consulting

Since 2001, Rebecca Van Sickle has worked for private and corporate foundations managing and leading grants management strategy, delivering technology solutions, coordinating grants process and policy changes and guiding efforts in knowledge management and data analysis. As the Director of Grants Management at the Atlantic Philanthropies, Rebecca led a year-long grants management system selection and implementation process that involved evaluating Atlantic’s grantmaking processes and adapting them to an online workflow. While at Atlantic, Rebecca also spearheaded an initiative to streamline the grant payment process, moving the foundation to electronic payments through a secure file transfer.  Rebecca Van Sickle received her B.S. from Northwestern University and her M.B.A. from Cornell University. She is also a former Board Member of PEAK Grantmaking.

Grants Management Professional Competency Model

Cross-Cutting Competencies

  • Process and Change Management: Plan and monitor processes efficiently and effectively to contribute to grantmaker's strategic goals and grantee's success.
  • Technology Management: Apply technology solutions to grantmaking to support grantmaker, applicant, and grantee success.

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