PEAK Grantmaking webinars are designed to connect members with new technologies, expertise from thought leaders, and continued learning in areas of unique experience.

Organization Members enjoy complimentary webinar access, Individual Members may view for a $25 fee and non-members for $55.

Following the live presentation, recorded PEAK Grantmaking webinars are available in our Knowledge Center for independent learning.

Use the search box at the right to search by keyword or to browse by category or format. Log into your account to access!

Upcoming Live Webinars

Grantmaking 2.0: Helmsley’s Story of Updating Its Grants Management Processes

Tuesday, December 4 @ 2:00 p.m. - 3:30 p.m. EST


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


Anneka Preston, Grants Manager, The Leona M. and Harry B. Helmsley Charitable Trust
Adam Sanders, Grants Manager, The Leona M. and Harry B. Helmsley Charitable Trust
Jeannine Corey, Senior Consultant and Partner,
Rebecca Van Sickle, Managing Partner, 1892 consulting

This webinar will help build your competency in process and change management and technology management.

How to Streamline Your Grant Process to Make Better Decisions and Support Grantees

Wednesday, December 5 @ 2:00 p.m. - 3:00 p.m. EST


Streamlining grant application processes is a concept foundations can get behind. Enabling grantees to work more efficiently and save time to focus on their mission is a benefit to all. With deeper insight into the nonprofits you support, you’re able to make better decisions while effectively supporting your grantees.

GuideStar and Foundant Technologies showcase the latest integrations of GuideStar for Grant Applications (G4G for short) with grants management software to streamline the application process.

Sponsored by Foundant Technologies.

Gabe Cohen, Senior Director of Marketing & Communications, GuideStar
Sammie Holzworth, Product Manager, Foundant Technologies

This webinar will help build your competency in process and change management and technology management.

Webinar Recordings

Stay current on the latest trends and best practices in grantmaking. Brought to you by PEAK Grantmaking and subject matter experts in the field, get high-quality education and training without leaving your home or office. Available to Organization Members as part of their member benefits, and at a small fee to Individual Members and non-members. Click on a webinar below for more information and to register for and/or access the recording.

Using Data to Create a Culture of Learning
A session on how we, as grants managers, can best use data to create a culture of learning within our foundations/organizations. Original air date: October 30, 2018
Digging Into Demographic Data: Data for Insight, Impact, and Equity
As discussed in our recent report on collecting and using demographic data, the practice is somewhat scattershot across the field and not widely understood or used to help grantmakers understand their giving. But for philanthropy to advance equity in all communities, especially low-income communities and communities of color, it needs to be able to understand the demographics of the organizations being funded (and declined), the people being served, and the communities impacted. That data should be used to assess practices and drive decision making. The webinar presenters discuss the PEAK Grantmaking report, a report by the Center for Effective Philanthropy on nonprofit diversity efforts, and the work that GuideStar is doing to help foundations and nonprofits share the diversity work that is necessary for more inclusive partnerships. Publication date: October 16, 2018
Elevating the Nonprofit Sector with Professional Development
Did you know there are 12 centers across the state of Florida that provide leadership and management training for nonprofit professionals and volunteers? Learn about these management support organizations, or MSOs, and how you, your organization, and your grantees can benefit from educational opportunities to improve the efficiency and effectiveness of the nonprofit sector. Original air date: October 18, 2018
How to Apply Trust-Based Philanthropy in Any Role
Presenter Pia Infante breaks down the framework and share ways that you can embody the practices towards building more trusting relationships with the organizations you interact with on a day to day basis. Original air date: September 25, 2018
Getting the Real Story from Nonprofit Financials
Financials are just one piece of the story when considering whether or not to make a grant. Coupled with open conversation, financials can provide insights into a nonprofit’s financial situation, sustainability, and overall organizational capacity. Learn how to look at nonprofit financials beyond the numbers and with an eye toward trends in the field. Original air date: September 18, 2018
Becoming a Paperless Foundation
Explore the crucial steps you must take to take your paper records digital—and uncover the potential barriers (and solutions) to becoming a fully paperless organization. Original air date: September 12, 2018
Share Your Grants Data with Foundation Center’s eReporting Program
Quickly and easily share your grants data for the benefit of the field with Foundation Center’s eReporting program. This program is part of the Foundation Center’s larger efforts to ensure the social sector has the information and knowledge it needs to make informed decisions and maximize impact. Laia Griñó of the Foundation Center provides an overview of the program and hear the benefits of sharing your data. Grantmaking peers from our PEAK Grantmaking Southwest Regional Chapter also share their first-hand experiences with the program. Original air date: September 12, 2018
Nuggets of Wisdom and Other Nonsense
A conversation with Deborah Hessler, a retired program officer who had a 33 year career in philanthropy. Original air date: August 23, 2018
Grants Management and the Historical Record: Will You Be Part of It?
Do you need guidance to help determine what records you should be retaining, for how long, and for what reason? Records, in both paper and electronic form, serve as the corporate memory of an organization; they document, support, and guide daily operations. These materials also form the basis for the long-term archival record that documents the history and development of an organization, its initiatives, and the impact it has within its field and within broader historical context. Original air date: August 29, 2018
Can Something Do My Work, So I Can Do My Job?
Do you have those hamster-wheel days where you get things done but can’t seem to get ahead? The right technology can shift effort and energy away from administration… to allow greater focus on your organization’s mission. Look to software to do your work so you can do your job. Join Bromelkamp Company founder and President Henry A. Bromelkamp to explore ways to leverage the power of your database. Learn how features such as workflows and two-way integration with CRM, Microsoft Outlook, GuideStar, MailChimp, payment systems, and outside data sources can automate routine tasks, so you can spend more time with your stakeholders. If you can think it logically, your technology can do it for you. Original air date: August 16, 2018
Embedding Equity Inside and Out: How Grantmaking Process and Change Go Hand-in-Hand
Equity isn’t always on everyone’s radar, and yet it needs to be more than in our individual hearts. Even if it’s not the focus or experience of our organizations, how can we effectively embed equity int the grant process? Grants managers sit at the core of knowledge practice and are in a key role to help foundations ask the right questions and hear and see information in ways that matter for impact and social change. In this session, participants will discuss the various aspects of grants management and explore a knowledge framework for embedding equity into change grantmaking. Using a tool to understand both internal and external engagement will lead to actions that move grant processes, systems, and analysis toward deeper equity understanding and practice. Original air date: July 24, 2018
Project Streamline – Essential Principles and Key Practices
A grantmakers’ application and reporting practices are often the first – and sometimes the only – thing that a grantseeker or grantee organization experiences as evidence of what the grantmaker cares about. When your application, monitoring, and reporting practices are burdensome, redundant, or confusing, they waste time and money for your grantseekers and your staff – and they probably don’t support your strategy or values as well as they could. This webinar offers an introduction to Project Streamline and the practical changes that grantmakers can make to their own practice to help improve their own efficiency and reduce the burden on grantseekers and grantees. In this practical exploration of streamlining principles and practices, the presenter reviews Project Streamline’s research on what matters most to grantmakers and grantseekers and discuss specific strategies and practical ideas for overcoming common barriers, resistance to change, and making streamlining changes in your own organization. Original air date: August 9, 2018
Impact Measurement Showcase
This webinar highlights how several foundations are measuring outcomes and impact, with a focus on the mechanisms and processes they use to collect, analyze, and share data. The presenters, representing a range of grantmakers and approaches, give viewers a brief nuts-and-bolts view of several different methods of measuring impact, with the hope that at least one of those methods will be relevant and applicable to participants’ organizations. Original air date: August 1, 2018
Legal and Compliance Issues for Private Foundation Grantmakers
Are you confident in your knowledge of the laws and regulations governing grantmaking in your private foundation? Improve your understanding of those laws as we discuss strategies for complying with relevant private foundation excise tax rules and explore common self-dealing issues. Learn various approaches for structuring grants that will count toward your foundation’s annual minimum payout requirement, including exercising expenditure responsibility and using equivalency determinations to make grants to foreign organizations. We’ll also look at specific resources for investigating and verifying an applicant’s tax-exempt status, and review issues related to making grants to individuals and non-charitable organizations. Original air date: July 31, 2018
4 Ways Technology Is Changing Grantmaking (and Why It’s Exciting)
Seeing the positive impact of your organization’s grants can be deeply rewarding, yet we all know that the processes involved in grantmaking itself, are often downright tedious and cumbersome—for both the grantmakers and the nonprofits they serve. There is a major role for technology to play in order to break down common administrative boundaries as well as increase capacity and collaboration. In this webinar you will learn about four key areas where technology is most effectively being applied to the philanthropic space. Original air date: July 30, 2018