Concurrent Block C

Monday afternoon’s second block of educational sessions

Corporate Philanthropy in Today’s World of Expectations

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.

Participants will:

  • Learn how corporate philanthropy has evolved due to the necessity of reporting on impact and commitments to SDGs
  • Gain a clear understanding of the various forms of corporate philanthropy and how to collaborate with other departments
  • Understand how to ensure there are checks and balances in place throughout the grant process


Learning Track: Effective Practices
Level: General

Annie Rhodes, Foundation Strategy, Blackbaud
Stacey Smida, Grants Manager, Cargill
Heidi Jedlicka Halvarson, Grant Administrator, Medtronic

DAFs: An Introduction to a Lifetime and Beyond of Philanthropy

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.

Participants will:

  • Get clarity on what DAFs are
  • Hear about the advantages and pitfalls of the three DAF models
  • Understand the importance of helping both philanthropic and non-philanthropic individuals become more sophisticated in their grantmaking


Learning Track: Hot Topics, Knowledge Management
Level: General

Barrett Coker Krise, CAP®, Senior Philanthropic Officer, Community Foundation for Greater Atlanta
Jessica Halpern, Grants Manager, Vanguard Charitable

Data Sharing Tools—Stories from Grantmakers

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 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.

Participants will:

  • Learn how grantmakers are benefiting from the use of data sharing tools
  • Find out what it takes to implement data sharing tools
  • Explore the challenges of implementing and adopting the tools


Learning Track: Effective Practices, Technology
Level: General

Poney Carpenter, Project Manager, Simplify Initiative

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 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.

Participants will:

  • Explore how grant information can become meaningful change data
  • Navigate issues of who gets to ask the questions and make sense of the answers
  • Target knowledge leverage points in ongoing foundation activity
  • Discuss how to “speak up” to power while learning with communities not traditionally heard
  • Identify ways to roll safely when we stumble… because we all do

Learning Track: Diversity, Equity, and Inclusion, Knowledge Management, Effective Practices
Level: General

Angela K. Frusciante, PhD, Principal, Knowledge Designs to Change, LLC

Life-cycle of a Program Related Investment (aka Impact Investment): A Practical Guide

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.

Participants will:

  • Learn the ins and outs of a PRI using real-world examples
  • Understand the benefits—to both the foundation and the recipient—of offering PRIs

Learning Track: Effective Practices
Level: General

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

Reigniting Your Career Spark

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.

Participants will:

  • Leave with a checklist and instructions for taking a career inventory
  • Learn networking tips
  • Find out how to embrace career growth from a place of strength, not scarcity


Learning Track: Diversity, Equity, and Inclusion, Leadership
Level: General

Jackie Hanselmann Sergi, Leadership and Career Empowerment Coach & Founder, Radical Spark Coaching

Values Based Hiring: Dispelling the Myth of Cultural Fit

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.

Participants will:

  • Understand the pitfalls of hiring for cultural fit, and why shared values can enhance diversity in the hiring process
  • Learn how to define the values of their department when thinking about a hiring process
  • Be able to develop interview questions that will help determine whether a candidate shares the same values as your department and/or organization


Learning Track: Diversity, Equity, and Inclusion, Hot Topics, Leadership
Level: Intermediate

Joe Iarocci, Founder, Cairnway
Patrick Solomon, Certified Sherpa Executive Coach, Sherpa Leadership Institute

Achieving Mission Through Better Technology: How to Change Grants Management Systems Without Changing Your Values

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.

Participants will:

  • Learn how these leaders worked cross-functionally to choose a GMS that optimizes workflows, streamlines funding, and strengthens collaboration
  • Understand why their former systems weren’t serving the needs of their many users, and how new systems were justified
  • Hear how panelists’ GMSs and related technologies align with and support their foundations’ core values


Learning Tracks: Technology
Level: General

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

Latest Trends in Global Payments

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?

Participants will:

  • Understand global payment trends
  • Discover tools that simplify international funding
  • Hear the latest thoughts about how blockchain and new technologies may (and may not) revolutionize the way international funding works


Learning Tracks: Technology
Level: General

Byard Bridge, Senior Vice President, Global Payments, INTL FCStone
Sue-Ellen Speight, Senior Vice President, Global Payments, INTL FCStone