AI for Grantmakers: The Grant Guardian Experience (PEAK Southwest)

Do you have FOMO when it comes to AI? Would you like to learn how real grant managers are leveraging AI tools for their grants management tasks? Join PEAK Southwest for a presentation featuring Hazem Mahmoud from the Patrick J. McGovern Foundation (PJMC) and Sara Reeves from the Trellis Foundation.

Hazem will discuss how PJMC applied responsible AI principles to create a tool for reviewing grantee financials and streamlining their due diligence process. He'll demonstrate how to use this free tool at your foundation and share best practices for incorporating AI solutions into grantmaking organizations.

Sara will share how she structured a conversation with Claude AI and the insights she gained from an in-depth conversation with the chatbot on the effects of federal funding cuts on the work Trellis supports.

Speakers:

Hazem Mahmoud

Director, Products & Services, Patrick J. McGovern Foundation

Sara Reeves

Senior Manager for Grants & Operations, Trellis Foundation

Date and Time:

July 17, 2025

12:00pm – 1:00pm CDT