GMN2017-Block A Sessions

Monday, March 20, 2017, 10:45am-12:00pm

Connecting Practices to Values-Based Grantmaking

LEARNING TRACK: Effective Practices
LEVEL: General
#GMN2017 #GMvalues


  • Elizabeth Myrick, Consultant
  • Stacie Smith, Senior Mediator, The Consensus Building Institute
  • Toby Berkman, Associate, The Consensus Building Institute

Grantmaking practices are some of the most public, and sometimes the only, expression of a grantmaker’s values—what the grantmaker cares about, how it sees the world, and its orientation toward its nonprofit partners— that grantseekers experience. All grantmakers have values whether in an explicit statement or implicit in how they talk about and approach their work. Despite this, grantmaking practices are not always as aligned to what grantmakers say they value as they could be, and many have never considered a connection between the two exists. GMN is engaging the field in a broad and deep conversation that directly connects how grants get made to a grantmaker’s core identity and values, in order to help identify opportunities for increased alignment and improved practices.

Participants will

  • Review the most common explicit and implicit values held by funders
  • Explore the connection between those values and current grantmaking practices, defining what practices support values and what practices can undermine values; and discuss how individual grantmakers and the field as a whole can bring values and practices into greater alignment.”

Corporate Community Engagement Working with Business Units/Groups: How to Bring Alignment and Engagement from Businesses and Employees

#GMN2017 #community #engagement


  • Kim Armstrong, Community Programs Manager, Mutual of Omaha Foundation
  • Stacey Smida, Grants Manager, Cargill

In this session, learn how companies develop focus areas to improve strategic community engagement to bring opportunities around common corporate themes and priorities which allow for locations/businesses to have autonomy to engage in what matters most in their communities and serve their employee needs. Why does it matter that there is alignment and engagement at the local level? This session will focus on sharing best practices to develop signature partnerships or themes (World Food Day / Hunger Action Month) that are corporate initiatives but driven locally. Uniting to bring common messaging and story-telling to raise the visibility locally and with your employees.

Participants will

  • Understand how to bring corporate initiatives to what matters to employees and communities
  • Receive tips on tools and resources that corporate can develop and make locally relevant
  • Learn to communicate with one voice and speak to employees and communities

Embracing the Best Practices: How Grantmakers Are Using the Standards for Excellence® in their Capacity Building and Due Diligence Efforts

LEARNING TRACK: Effective Practices
#GMN2017 #S4Excel


  • Amy Coates Madsen, Director, Standards for Excellence Institute
  • Jennifer Maddox, President and CEO, Community Foundation of Northeast Alabama
  • Heather Lamey, Director of Donor Grants and Standards for Excellence®

This session will introduce a set of best practices for nonprofit management and governance as outlined in the Standards for Excellence: An Ethics and Accountability Code for the Nonprofit Sector®. It will also illustrate exemplary standards through real examples, and review the tools, resources, learning opportunities, accreditation and recognition available to assist nonprofit management and the grantmakers that support them. This session will also include a discussion and overview of a case study describing how the Community Foundation of Northeast Alabama, has utilized the resources of the Standards for Excellence program to help strengthen grantees, quality of management, leadership and service in its community.

Participants will

  • Learn how grantmakers can support the efforts of nonprofits to become well-governed and responsibly managed organizations who improve their operations, governance, and long- term sustainability
  • Discover programs grantmakers can utilize as they streamline their due diligence efforts while encouraging strong nonprofits
  • Understand how nonprofits struggling with issues related to board governance, volunteerism, financial responsibility, management and program evaluation can improve
  • Become aware of how to access and utilize the resources, tools and skills available to assist organizations in modifying their management strategies and practices

The Future Is Now: Incorporating Predictive Analytics into Outcomes Analysis

LEARNING TRACK: Data Intelligence | Effective Practices | Outcomes/Evaluation
LEVEL: General
#GMN2017 #predictiveanalytics #outcomes


  • John McConnell, Founder, Analytical People

Most grantmakers today recognize the importance of outcomes analysis, but many don’t realize that it’s only a starting point in their analytics journey. The next, and arguably more important, step is incorporating predictive analytics into the equation. Many don’t understand predictive analytics and, more realistically, most don’t know how to get started with it and what steps to take.

This presentation will review the steps in leveraging predictive analytics – from business objective through to deploying predictive analytics. By looking at the Cross Industry Standard Process for Data Mining (CRISP-DM) approach, this session will provide a roadmap for implementing predictive analytics into foundations and nonprofits. The methodology consists of six distinct phases and offers a set of guideposts for predictive analytics: business understanding, data understanding, data preparation, modeling, evaluation, and deployment.

We’ll also share some of the pitfalls commonly encountered while implementing a predictive analytics model.

Participants will

  • Find out why outcome analysis alone isn’t enough and how predictive analytics can provide a fuller, future-view of your grantmaking
  • Learn a methodology for building a predictive analytics model in your organization
  • Gain an understanding of common pitfalls other have encountered when building predictive analytics methodologies

Global Funding of Fiscal Intermediaries

LEVEL: Advanced
#GMN2017 #GMintermediaries #globalfunding


  • A. Nicole Campbell, Deputy General Counsel, Open Society Foundation
  • Marla López, Grants Officer, Open Society Foundations
  • Paige Granger, Grants Officer, Open Society Foundations

This session will help you understand the role and structures of both domestic and international fiscal intermediaries in foundation grantmaking. The session will also provide you with the tools to maximize your foundation’s ability to support important work through fiscal intermediaries, while adhering to U.S. tax law and economic and trade sanctions.

Participants will learn:

  • The advantages and disadvantages of funding Fiscal Intermediaries
  • The legal concepts and tax implications of frequently used Fiscal Intermediary structures
  • Best practices in structuring funding to different types of fiscal intermediaries

Optimizing Your Grants Management Process

LEARNING TRACK: Effective Practices
LEVEL: Advanced
#GMN2017 #GMprocess


  • Danette Peters, Consultant, Onyx Consulting LLC

How long has it been since you took a look at the grants management process of your organization? Just because things have always been done a certain way does not mean they should always be done that way in the future! Come learn why streamlining and optimizing your process is so important. Learn about tools you can use to help you facilitate this process.

Step Away from the AS IS – Maximize Your Investment in Grants Management Software

LEVEL: Advanced
ROOM: Studio E
#GMN2017 #GMsoftware


  • Lisa M. Nespeca, Owner, ChangeVantage Consulting

Grants management software is an expensive investment. Choosing and implementing it is a time-consuming project for your organization. Organizations often think that moving their current processes to a new system will magically make everything better, but making things better requires more than just choosing a new system.

Participants will

  • Understand why goals are needed and how to develop them for the project
  • Learn why an organization should improve current business processes and practices before choosing software, and how to use your goals to drive redesign
  • Learn how to build acceptance for the new system and how to set a realistic project timeline and budget

Tools for Measuring Outcomes

LEARNING TRACK: Outcomes/Evaluation
LEVEL: General
#GMN2017 #outcomes


  • Poney Carpenter, Consultant, XTON

As grantmaking becomes more results-focused, interest in outcomes, evaluation, and impact is exploding. While active program evaluation has been occurring for decades, the introduction of technology to this process is growing rapidly. Some software vendors have jumped into the market with systems targeting supporting outcomes measurement, but the picture is much larger than just this. Traditional analytics software can play a big part in evaluation, and tools from other types of organizations offer functionality that vendors haven’t even begun to explore.

Participants will

  • Gain an understanding of available software, data sources, vendor types, and the changing landscape of various technology tools available to support outcome evaluation

Youth Giving Is a Philanthropic Force

LEARNING TRACK: Effective Practices & Hot Topics
LEVEL: General
#GMN2017 #youthgiving


  • Amanda Dillon, Knowledge Services Manager, Foundation Center
  • Jen Bokoff, Director of Knowledge Services, Foundation Center

Young people worldwide are transforming their communities and themselves by making grants — more than $14 million worth since 2001 — to causes they’re passionate about. In this session, participants will get a summary on what the data shows about youth grantmaking, then hear a conversation about two youth grantmaking programs that reveal the ins and outs of their work. Grants managers will learn practical tips and ideas on how to integrate this form of participatory grantmaking.

Participants will

  • Make the most of the information on Foundation Center’s regardless of whether you’re brand new to youth philanthropy or a seasoned veteran
  • Learn how the data that you manage is critical to understanding the current state of philanthropy and shaping its future
  • Learn practical tips and get ideas on how to integrate more participatory grantmaking into your work

PARTNER SPONSORED SESSION: Bromelkamp: CRM for Grantmaking: It’s About More than Relationships

LEVEL: General
#GMN2017 #GMrelationships @bromelkampco


  • Henry A. Bromelkamp, President, Bromelkamp Company, LLC

Grants management systems have existed for several decades, but many have not evolved beyond the routine tasks of recording and processing transactions. The newest technologies available not only allow you to manage transactions but also document and help cultivate relationships with grantees, collaborators, donors, and other stakeholders. CRM (Customer Relationship Management) systems come in various shapes and sizes, but the best among them offer several core functions to take your grants program to the next level: relationship-focused activity tracking, automated workflows and robust integration with office software and third-party data. Join us for a conversation about how your grants management can go beyond transactions and help you build your community.

Participants will

  • Gain an understanding of how Customer Relationship Management (CRM) applies to grants management
  • Learn how a CRM system can be used to increase efficiency
  • See how CRM integration can streamline data management