Monday afternoon’s second block of educational sessions
What does corporate philanthropy look like in today’s ever-changing marketplace? This session will provide insight on various corporate philanthropy focus areas. Presenters will discuss how you can build your corporate portfolio of partnerships to move the needle on specific SDGs, the synergies between your corporate and foundation giving and your corporate mission as a whole, going beyond communicating the feel good stories to telling the story of impact, and staying compliant with while managing many competing philanthropic priorities.
Learning Track: Effective Practices
Annie Rhodes, Foundation Strategy, Blackbaud
Stacey Smida, Grants Manager, Cargill
Heidi Jedlicka Halvarson, Grant Administrator, Medtronic
In this session, panelists will discuss what a donor advised fund is, the immediate short term gains of a DAF for the individual, and the potential gains (short- and long-term) for the institution that manages the DAF. Panelists will explore the three models of DAFs–a community foundation, national, and issue-focused.
Learning Track: Hot Topics, Knowledge Management
Barrett Coker Krise, CAP®, Senior Philanthropic Officer, Community Foundation for Greater Atlanta
Jessica Halpern, Grants Manager, Vanguard Charitable
In this panel discussion, you will hear fellow grantmakers talk about their experiences with some of the data sharing tools being promoted by TAG’s Simplify Initiative, including GuideStar for Grant Applications (G4G), Foundation Center’s Electronic Reporting program, Techsoup’s NGOSource, and the DigitalImpact.io toolkit. Panelists will discuss the implementation processes, how to use the tools, how the tools have benefited the foundations and their grantees, and the challenges they’ve encountered. Audience members will be encouraged to ask questions and share their own stories, as well.
Learning Track: Effective Practices, Technology
Poney Carpenter, Project Manager, Simplify Initiative
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 into 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.
Learning Track: Diversity, Equity, and Inclusion, Knowledge Management, Effective Practices
Angela K. Frusciante, PhD, Principal, Knowledge Designs to Change, LLC
This session will provide an overview of what it takes to offer a program related investment (PRI), what the process looks like for a Foundation, what a recipient does, the work that takes place for both a Foundation and recipient, typical interest amounts, payments terms, what a recipient does with the funds, and what the Foundation does with the funds once they are paid back. We will be using actual examples from both the Foundation side, and the recipient end.
Learning Track: Effective Practices
Erik Josephson, Senior Grants and Contracts Administrator, Capital Impact Partners
Marion Goldfinger, Senior Grants Manager for Impact Investments, MacArthur Foundation
Elsa Chin, Vice President of Global Philanthropy, JPMorgan Chase
Mark Greer, Associate, Program Operations and Information Management, The Kresge Foundation
As we mature as leaders, we often shift from cultivating our own career growth to focusing on developing our teams and getting caught up in the “doing” of work. This session will focus on reigniting the career spark for leaders, who will be inspired to take a personal career inventory of who they are now as leaders and how they want to grow. The presenter will also provide tips and tricks to support that career growth.
Learning Track: Diversity, Equity, and Inclusion, Leadership
Jackie Hanselmann Sergi, Leadership and Career Empowerment Coach & Founder, Radical Spark Coaching
In this session, discuss how the undefined notion of “cultural fit” in the hiring process can create and facilitate unconscious bias. The result can be a workforce that lacks many kinds of diversity. Instead, organizations and hiring managers should define a set of values and seek candidates who share those values. This session will highlight the differences between the notions of cultural fit (often, shared interests) vs. shared values, and help participants develop interview questions and strategies to help determine whether candidates have these shared values.
Learning Track: Diversity, Equity, and Inclusion, Hot Topics, Leadership
Joe Iarocci, Founder, Cairnway
Patrick Solomon, Certified Sherpa Executive Coach, Sherpa Leadership Institute
Whether you’re a grants manager, program officer, or IT pro, you are the heart of your foundation’s grantmaking. Your work underscores the values and mission of the foundation. But where the grants process was once managed on paper or within a spreadsheet, today’s grantmakers are responsible for a myriad of complex activities resulting in grants worth nearly $60 billion each year. The potential for meaningful social impact is staggering.
Just as your entire team is essential to the foundation’s success, grants management software is at the center of everything you do. But, unfortunately, systems that once performed admirably have not kept pace with the growing demands of modern grantmakers. Workflows are more complex, collaboration among peers is ever more critical, and capturing data to measure impact and inform decision making is essential. To achieve your mission, you need technology that aligns with your organization’s core values and ways of working. But how do you ensure technology aligns with values such as collaboration, transparency, and efficiency? And how do you make the transition and implementation of new technology as painless as possible?
In this engaging panel discussion, we’ll talk with three foundation leaders who led their organizations’ transitions to new grants management systems – from both commercial vendors and homegrown solutions – and discuss how they ensured success by taking an open, collaborative, and user-centric approach. Our panelists will share their journeys and the lessons they learned when they took the (let’s face it—scary) leap to new grants management technology.
Learning Tracks: Technology
John J. Mohr, Chief Information Officer, MacArthur Foundation
Mark Walker, Knowledge Management and Technology Officer, Jessie Ball duPont Fund
Patrick Taylor, Grants Manager at the Zellerbach Family Foundation
What are the latest trends in global payments, and what strategies are foundations and grantees using to reduce the cost of international payments—and make every dollar go further?
Learning Tracks: Technology
Byard Bridge, Senior Vice President, Global Payments, INTL FCStone
Sue-Ellen Speight, Senior Vice President, Global Payments, INTL FCStone