In this session, participants will delve deeper into the financial fray. Through actual case studies and roundtables, learn about the pitfalls and opportunities of grantmaking, compare varying proposals, and learn what key information makes one proposal potentially a better choice to fund than another.
Tim Stiles, Partner-in-Charge, KPMG Global Grants Program
Data is becoming more and more important to foundations and the philanthropic sector. However, foundations still often pay scant attention to developing coding structures and practices that would enable them to easily aggregate and analyze this data. In this session, we will learn how two foundations took on this challenge and upgraded their coding structure and practices to the benefit of their foundations. The presenters will share the strategies they used to answer such questions as, "Is it time to take a look at our codes?", “What knowledge do we want to extract from our data?” and "Who in our institution should be involved in this effort?" The presenters will discuss the planning and implementation phases they went through and talk about how they now use their grantmaking databases to capture and extract valuable information for their respective institutions.
Dolores Estrada, Manager, Grants Administration, The California Endowment
Amy Scop, Director of Grants Management, The California Wellness Foundation
Kyle Reis, Manager, Strategy and Operations, Program Services, Ford Foundation
Research from The Center for Effective Philanthropy (CEP) explores how foundations approach, and grantees experience, the provision of nonmonetary assistance. Data collected by grants managers is critical to making the case for support. How do foundations decide what to do and for whom? What do grantees value? What are the characteristics of a successful approach? This interactive session will present CEP’s findings, reflect on the important role grants managers play, and explore examples of foundations providing nonmonetary assistance effectively.
Amber Bradley, Manager, Center for Effective Philanthropy
Sue Fulton, Grants and Financial Manager, Endowment for Health
During this session fellow grants management professionals will share their experiences of moving to an online proposal submission process. An overall project management perspective on what it took to get up and running will be offered, alongside an analysis of the strengths and weaknesses of specific systems, based on user experience. If you are thinking about making the move to online grantmaking or want perspective on how manage online proposal submission, this session is for you!
Christopher Percopo, Grants Manager, The Leona M. and Harry B. Helmsley Charitable Trust
Meridian Napoli, Director, Grants Operations, Comcast, Community Investment
Ursula Stewart, Grants Coordinator, New York State Health Foundation
Rebecca Van Sickle, Director of Grants Management, The Atlantic Philanthropies
Learn how the innovations in CyberGrants' new reporting module can help your organization use its giving data strategically. All grantmaking organizations understand the importance of collecting and analyzing grantee data, but not all have the requisite skills and tools to use this information to their best advantage. In October 2010, CyberGrans launched a new reporting module, adding power, features, and functionality. Come see these innovations in action.
Christopher Battles, Senior Account Executive, CyberGrants, Inc.