All rights reserved. In these takeaways from a #PEAK2023baltimore panel discussion, former PEAK Communications FellowLeah Craig shares how systemic ableism shows up in philanthropyand how you can use a disability justice lens to dismantle barriers and drive equity. Tanisha Davis , Cochair Vice President of Grant Operations and Planning, Archstone Foundation Tara Havlicek , Cochair Program Manager, Mitsubishi Electric America Foundation Daniel Oviedo , Cochair Grants Associate, Stupski Foundation Erin Pryor Ackerman Grants Administrator, Unitarian Universalist Veatch Program at Shelter Rock Patrick Barnes Traci Johnson, The Pittsburgh Foundation. https://conta.cc/3pxe4He. Throughout her career, Altinay has worked in multiple philanthropic, higher education, and social services positions serving diverse communities, especially racial and ethnic minorities and/or individuals from economically disadvantaged backgrounds. Planning and Pre-Grant: Apply the grantmaker values, mission, and goals to ensure alignment of application process and guidelines. Stephanie received a bachelor of arts in political science and business from Saint Mary's College and is a graduate of the Mini MBA program for nonprofit . Manage the implementation of PEAK processes, procedures, and staff resources, Lindsey Menichella, The Leona M. and Harry B. Helmsley Charitable Trust Heather Anderson, Thompson Family Foundation Financial Management: Implement financial policies and controls to ensure effective and efficient deployment of financial resources for grantmaking. . 15d Local Initiatives Support Corporation (LISC) 3.4 Deputy Director Indianapolis, IN $82K - $141K (Glassdoor est.) A community of practice for senior-level grants management leaders at high asset foundations, which provides a safe space for peer exchange and learning, supporting collaborative leadership and promoting more equitable practices in grants management. The staff of PEAK Grantmaking are on a yearlong racial equity journey with our partners at CommunityBuild Ventures, a pro-Black firm committed to eliminating racial disparities by developing powerful, impactful, and racial equity-driven leaders and organizations. them with the most effective practices to implement in their grantmaking organizations. A space where PEAK members who identify as AANHPI can connect, network, and support one another, Black Caucus The course includes narration of select content by grantmaking experts, an extensive array of resources, learner activities, anda certificate of completion to add to your professional development portfolio. and influence prioritizes professionalism and customer service Meet our staff: Ability to travel is required. Rebecca Martinez, Claneil Foundation Shes also a natural organizer: Ask her about ways to organize any space! Marissa Rossman, Ralph C. Wilson, Jr. Foundation Stephanie Cineus, The Commonwealth Fund Stacy Mastrogiacomo, Community Foundation for South Central New York All Content Copyright 2023 PEAK Grantmaking. Working groups are open to all members. The Management Function:Oversees grants management operations including people, projects, procedures, systems, and/or budget. Frida Clark, The Pew Charitable Trusts The Zellerbach Family Foundation, Rose Addison, Dorot Foundation Members will receive a badge for their CONNECT profile. 1666 K Street, NW, Suite 440, Washington, DC 20006. Rachel Gonzales, Walton Family Foundation. Work with the COO to conduct short- and long-term planning to create initiatives that Joe Miliano, Robert Wood Johnson Foundation Programs. August 3: Content session Module 1: An Overview of Grants Management, Module 5: Courage in Practice: Principles for Peak Grantmaking, Explain the philanthropic context in which grantmaking takes place, including types ofgrantmakersand grantees, Describe and applybest practices for grants management, Articulate grantmakings legal and regulatory landscape, Assess the health and financial sustainability of prospective grantees, Employ internal administrative and tracking processes that support a grantmaking cycle, Promote grants management as a profession, Identify the Principles for Peak Grantmaking and gain access to tools to help you bring these strategies to action. They meet a minimum of two times each year, with a goal to meet quarterly. Kylie Hall, Robert Wood Johnson Foundation Your First Name . Explore the Model below by clicking on each section. Elizabeth Allaby, Maine Community Foundation Deena Scotti, Missouri Foundation for Health. Eliminate barriers to equity, diversity and inclusion by applying an equity lens to reveal biasness in an issue or situation. Charlotte Trowbridge, Tualatin Soil and Water Conservation District We are a community of 7,000 grants professionals dedicated to advancing equitable, effective grantmaking practices. Annie Nelson, Charles D. Berry Foundation Grants management is often the department where program, finance, communications, application, approval, and administrative functions overlap. An affinity group for small-staff foundations. Its recent iteration under Satonya really gives the organization such a bright future. Salesforce.org, Adin Miller This site uses cookies as described in our Privacy Policy. Sydney Larrier, Malala Fund Joseph Lendaro, Maine Community Foundation, Ivette Leon, Peter G. Peterson Foundation Grants Manager Communicate issues of race, class, gender, power and other forms of oppression or isms. Grantmaking Industry Advisor are the only organization dedicated solely to advancing the how of grantmaking. handle sensitive information with care and confidentiality Robert Gasior, Gulf Research Program at the National Academy of Sciences, Engineering, and Medicine PEAK Research Funders Group and Participatory Grantmaking . Cecilia Alves, Porticus Learn more: This button displays the currently selected search type. In addition, Dolores has extensive experience managing information systems and tax compliance. Thank you to NGOsource for your sponsorship! This time of rapid change requires you to develop new skills, communicate differently, and look ahead to the future. Katlin Stansfield, David Tepper Charitable Foundation Process and Change Management: Plan and monitor processes efficiently and effectively and manage change as needed to contribute to grantmaker's strategic goals and grantee's success. The application deadline is June 23. Knowledge Management: Capture and apply knowledge to promote learning and improvement. Copyright 2023 Connect. Support the COO in representing PEAK in its relationships with strategic partners, Experience managing human resource-related responsibilities, budgeting, and using As PEAK Grantmakings membership director, Sara leads the organizations efforts to build and grow our network of over 350 Organizations Members and our community of more than 4,000 grants management professionals, all with the goal of improving how grants get made throughout the philanthropic sector. Executive Director If you have questions or feedback, contact our team at learning@peakgrantmaking.org. Kelsey Smith, Jewish Community Foundation of Los Angeles those goals evolve administration for both grantmakers and grantseekers, leading to greater impact for the causes Liesel Davis, ClimateWorks Foundation Lydia Ryba, Robert Wood Johnson Foundation Rachel Dasaro, Open Society Foundations Organizations policies and procedures and values, Best practices in nonprofit governance and ethics and, Keep current on and follow fiscal guidelines, regulations, principles, and standards, Adhere to internal controls that detect and prevent misuse of funds, Seek ways to improve internal financial controls, Apply creative solutions to unusual circumstances, Monitor and report financial data to drive effective decision making, Evaluate grant results to inform future grantmaking and funding priorities, Document lessons learned and apply that knowledge to improve the grant making process, Establish and follow document retention processes, Identify and share knowledge and resources and encourage the same of others, Foster a culture that encourages the sharing of information, Continually assess efficiency and effectiveness of grants processes and make improvements as necessary, Use sound judgement to balance efficiency and effectiveness, Anticipate and be responsive to changes in the environment, Assess effectiveness of processes (e.g., collecting feedback from internal and external stakeholders), Make timely, informed decisions that take into account the facts, goals, constraints, resources and risks, Inform others involved in processes about new developments or plans, Document processes as a resource to the organization, Establish goals, plan work, track and communicate progress for specific projects, Organizations mission and goals, and culture, Organizations structure, by-laws, policies and procedures, Current trends in grants management practices, Basic knowledge of issues and trends in foundation program areas, Fundamentals of accounting of various forms of charitable contributions, Process monitoring and improvement methods, Team building, management, and facilitation, Identify gaps in learning and provide opportunities to address those gaps, Design and provide training on grant making processes, Provide staff and volunteers with new experiences to develop their capabilities, Provide guidance and feedback to help staff and volunteers accomplish a task, solve a problem, or strengthen knowledge, skills, and competencies to improve personal and organizational performance, Principles of and strategies to foster a learning culture, Available methods and tools to support, promote and evaluate staff and volunteer development, Resources for training and skill-building, such as philanthropic and other professional associations, Skills and competencies required for grantmaking roles, Assess the need for and recommend new technology solutions, Lead or support implementation of technology solutions, Align technology solutions with effective processes, Develop and maintain processes that ensure integrity of data, Integrate security best practices into technology tools, Organizations culture regarding security and transparency, Organizations technology status and needs, Market of technology tools available to support grantmaking and the strengths and limitations of each, Technology standards as they relate to grantmaking, Database management structure, field requirements, output/reporting capabilities, Provide applicants with guidance to submit a complete and timely application, Track application invitations and responses, Develop and maintain guidelines and applications in collaboration with program staff and other relevant stakeholders, Determine applicant eligibility for support, Incorporate perspective of the applicant and their operating environment into the application process, Consider the external environment in establishing the application process and guidelines, Create grant application policies that align with organizational policies, U.S. law, and applicable donor requirements, Incorporate analysis of grants history and current budget and programmatic priorities into application process and guidelines, Review the application for completeness and eligibility, Correct existing or enter additional data into the grants management system, Provide reviewers with access to the application, Document and track application review notes and/or ratings, Incorporate perspective of the applicant and their operating environment into the review process, Collaborate with applicant and relevant stakeholders to develop proposal, Confirm the integrity of grants management system data used for review, Provide reviewers with information that supplements the application, Analyze applicant alignment of budget with work plan, Verify grantmaker is in compliance with internal policies, U.S. law, and applicable donor requirements, Provide decision makers with relevant information, Create proposal review and decision policies that align with organizational policies, U.S. law, and applicable donor requirements, Incorporate analysis of grants history and current budget and programmatic priorities into review process, Incorporate context, risk, theory of change, performance measures and portfolio analysis into the recommendations to decision-makers, Collaborate with grantee and relevant stakeholders to develop grant terms, Develop the special conditions and requirements of individual grants, Structure payments to ensure grant goals achieved, Verify grant terms comply with organizational policies, U.S. law, and applicable donor requirements, Align core elements of grant related templates with organizational policies, U.S. law, and applicable donor requirements, Provide grantees with guidance and support, Carry out the monitoring strategies (e.g., site visit, desk monitoring, phone calls), Communicate grantee activity to internal and external stakeholders, Collect, review and disseminate reports and supporting materials, Track and document grant reporting and activity, Incorporate perspective of the grantee and their operating environment into the monitoring process, Create the monitoring plan and strategies (e.g., site visit, desk monitoring, phone calls), Analyze grantee spending against budget and work plan, Make decision on releasing payments contingent upon grantee monitoring, Create grant monitoring and compliance policies that align with organizational policies, U.S. law, and applicable donor requirements, Communicate with grantee about the grant closing, Incorporate perspective of the grantee and their operating environment into the review and close-out process, Analyze whether intended outcomes were achieved, Create grant close-out policies that align with organizational policies, U.S. law, and applicable donor requirements, Foster an environment of valuing, encouraging, and supporting differences, Incorporate diverse perspectives in decision-making. During these online sessions, youll also hear from funders that have successfully retooled their reporting approaches to better align with their overarching organizational values and strategies. Send Us A Message. PEAK Grantmaking Principles Equity Advocacy Knowledge This is what PEAK stands for. Corporate Grantmakers Affinity Group Lindy Wheatley, The Lumpkin Family Foundation PEAK Grantmaking aka PEAK Grantmaking | Washington, DC | peakgrantmaking.org Summary Programs + Results Financials Operations Mission Transforming philanthropy by elevating the field of grants management and empowering grants management professionals to lead the way in operationalizing equity-centered, values-driven grantmaking practices. My hope is that your commitment to equity and justice for all people remains unwavering, especially during this season. and more Ability to effectively work collaboratively as well as independently on assigned grantmaking practices are at their peak, more resources are focused on mission over A resident of Los Angeles, Dolores was the recipient of the 2009 Emerging Leader Award from the Joint Affinity Group, and she serves on the board of the Southern California Leadership Network. responsibilities Nathan Simon, Advancing a Healthier Wisconsin Endowment management professionals and foster their collaboration to strengthen the practice of Review the full job description for details around current remote work options due to the COVID-19 crisis. resources function I am encouraged by the leadership of many Black foundation CEOs who remain committed to prioritizing this work in their institutions and communities." Here, you can explore the latest career opportunities posted by our community. All Content Copyright 2023 PEAK Grantmaking. This working group is focused on piloting new reporting methods; adopting practices that enhance equity, transparency, and accessibility; and exploring key lessons learned by engaging in systems change. with links, using the position description. Together, we are transforming philanthropy. 1701 Pennsylvania Ave NW, Suite 200, Washington, DC 20006. Tie Practices to Values -Link grantmaking practices with grantmaker values, integrating values throughout everyaspect of grantmaking, to walk the talk and propel the mission. Soon, they engaged other colleagues and, as membership grew, an open and participatory network developed. Alfiatul Nurdin, The Pew Center for Arts & Heritage American Jewish World Service, Ursula Stewart Grants Management 101 is an interactive virtual learning series designed to take deep dives into the fundamentals of grants management, the philanthropic sector, and equitable, effective grantmaking practices. , providing opportunities to connect in small groups, explore content more deeply, receive coaching, and have accountability for growth goals. A community of 7,000 philanthropy professionals awaits. Module 3: The Grantmaking Process. Courage in Practice: Implement better grantmaking practices and amplify your impact. Strong interpersonal, organizational, and communication skills, including the ability to PEAK Northeast continues to expand their member outreach by collaborating with other chapters and philanthropy supporting organizations in the sector. Proven ability to synthesize strategy into actionable tactics Start with a complimentary Individual Membership and gain access to insights, tools and resources, plus our online community forum. Mindy Wallen, Main Street Community Foundation. An affinity group for those who want to learn to be better allies to marginalized populations, Asian American, Native Hawaiian, and Pacific Islanders (AANHPI) Caucus Cocreated with a cadre of volunteers in 2021, PEAK's peer groups offer philanthropy professionals the opportunity to intentionally, meaningfully, and consistently connect within the philanthropic sector and PEAK network to build transformational relationships to advance their careers and drive change in philanthropy. Director of Learning and Grant Operations Surdna Foundation; Egan: I've been part of PEAK since its founding. Lilia Granillo, The Libra Foundation Joining the programs and knowledge team are Vanessa Elkanas the senior programs and knowledge manager andKristen Craigas the programs and events specialist. and experience in this area Tania Cornish, Grants Manager They also spoke on how those in positions of power and authority can help staff members at all levels to foster a sense of ownership and leadership in their work. Lindsey Bramer, Ahmanson Foundation Caroline Afonso, Wellspring Philanthropic Fund Posted in: New England. Assist the Senior Operations Manager in implementing and managing information Your ability to connect the dots across knowledge, relationships, and systems is critical to improving grantmaking decisions. Grants Management Professional Competency Model: As PEAK Grantmakings chapter manager, Altinay supports grants management professionals within PEAKs 14 regional chapters. Tara Cooper, The Skillman Foundation Fair: PEAKs next 25 for me is about a more global reach for the organization. To apply for this position, please upload the following documents, preferably in a single PDF It was staking a claim that we were not going anywhere as it related to this message for philanthropyat all. stakeholders, foster a collaborative team environment, lead others to achieve results, and help specialize in grants management for funding organizations. PEAK Grantmaking's Grants Management Professional Competency Model defines the professional knowledge, skills, and abilities expected of grants management professionals like you, regardless of your area of specialization, the size of your organization, or your role within the field. Oral and Alternative Reporting Working Group We . Kellogg Foundation in the The Chronicle of Philanthropy; Rip Rapson of The Kresge Foundation; Mark Suzman of Bill & Melinda Gates Foundation; William and Flora Hewlett Foundation; and Munger, Tolles & Olson LLP. Policy Function:Establishes, approves, and updates policies for achieving the organizations goals and mission. Prior to joining PEAK Grantmaking, Dolores was director of grant operations at The California Endowment, where she was responsible for oversight of the administrative functions and policies of the foundations online grant-making, program planning, strategic planning, assessment, and operations. MariaClaudia Lora, Research to Prevent Blindness. Goldberg: And when we talk about equity, were talking about power sharing. Magda Galindo, Foundation for Food & Agriculture Research Sara started her career at the Department of Defense, training military voting assistance officers to help service members vote and ensuring ballots were sent on time to oversees citizens. Misha Dashevsky, Pohlad Family Foundation #PEAK2023baltimore was teeming with opportunities for peer learning and sharing, and PEAKs chapter and peer group communities continue to foster spaces for emergent learning following the convening. Nadia Chrisanto, Center for Cultural Innovation 1-12 of 221 Resources. The Operations Manager reports to the Senior Operations Manager. further the organizations goals This is probably the most productive, the most collegial [community], and the greatest learning experience that I think Ive ever had in my whole career. independently efficiently and effectively As PEAK Grantmaking's membership director, Sara leads the organization's efforts to build and grow our network of over 350 Organizations Members and our community of more than 4,000 grants management professionals, all with the goal of improving how grants get made throughout the philanthropic sector. It takes less than ten minutes to set up your company page. and communities served. We enable philanthropy to achieve its full potential to fuel change for good. Emily Favata, The Leona M. and Harry B. Helmsley Charitable Trust Home Build Your Expertise Grants Management Professional Competency Model. Jina Song Freiberg, Katz Amsterdam Foundation. PEAK's peer groups Big ideas from PEAK2023 Connect and learn with regional colleagues Latest Insights Working groups are informal forums created and led by PEAK members to explore specifically defined topics on grantmaking practice. Award and Monitoring: Establish mutual expectations between the grantmaker and grantee to support success. Help manage the recruitment and onboarding processes for new staff members Vonda Carr, Fremont Area Community Foundation "The latest Supreme Court decision limits the use of race as an indicator for university admissions, and while this is just the latest in a string of blatant attacks on Black and brown communities, the stench and burn of a nearly 60-year legal precedent being overturn hit many of us deeply. development and learning strategies and programs, including curriculum development, Patti Higgins, Robert Wood Johnson Foundation Knowledge needed to accomplish a performance indicator associated with a competency. convening, staff retreats, board meetings, and member events. Kendra Luta, Rotary Charities of Traverse City We are delighted to welcome three new PEAK staff members this month! Senior Operations Manager at Trellis Technologies, Senior Operations Manager at Advantage Club, Senior Operations Manager at Elephant Healthcare, Senior Operations Manager at Remix Therapeutics. Whether in the office or at home, Altinay believes there is a place for every item. Carolyn (she, her, hers) joined PEAK Grantmaking in 2015 and contributes to the work of PEAK's executive office, exploring ways to improve the organization of and access to information, assisting with technology and operations efforts, and providing support for various PEAK projects. About Philanthropy leader with 20+ years of experience in grantmaking operations and staff management, including roles at private foundations and grantmaking public charities. Aki Amai, Pacific Foundation Services LLC
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