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PEAK Grantmaking

News Topic: Risk, Finances & Compliance

A Little Due Diligence Goes a Long Way to Avoid Triggering Taxable Expenditures

Most grants that are awarded by private foundations don’t carry significant legal risks. For instance, consider a grant proposal for $150,000 from a local homeless shelter to allow the shelter to start a housing-first program. No big deal, right? But what if, buried in the grant application, was a one-sentence output proposal that indicated the … Continued

Why Grantmakers Need a Purpose-Built Financial Management System

Sponsored by Blackbaud Foundation Solutions Now, more than ever, foundations need to provide a clear view of their entire giving workflow. Having a holistic view of your financial process – in addition to your grantmaking process – is an essential to being accountable to your numerous stakeholders. And being able to provide them all with … Continued

Staying on Track in an Unpredictable World: Three ways to plan and manage future risks to impact

Over the last few decades, the world has gone from complicated to complex. We are more interconnected than ever, and this reality is playing out with stark visibility via COVID-19. As the complex and interdependent connections between us can be literally followed through the spread of the virus, the effects of COVID-19 are something quite … Continued

Chapter Report: A deep dive into grantmaking legal compliance and streamlining

PEAK Grantmaking’s Greater Washington, DC regional chapter had a packed house for our 2019 fall membership meeting, which kicked off with a presentation on grantmaking legal compliance, followed by afternoon roundtable discussions on streamlining grants processes. Leading off: Legal Compliance in Grantmaking, presented by Andras Kosaras, Esq. from Arnold & Porter, which focused on: grantmaking … Continued

Equity in Practice, Part 2: A Closer Look at Risk Management

In this two-part series, learn how PEAK Grantmaking members are turning talk into action to achieve more equitable grantmaking practices. In Part 1, we explored transparent processes and decision making. Here, we’ll consider the connections between equity and responsive risk management practices. Philanthropy has seen a surge of interest in racial equity, diversity, and inclusion. … Continued

Equity in Practice, Part 1: A Closer Look at Transparency

In this two-part series, learn how PEAK Grantmaking members are turning talk into action to achieve more equitable grantmaking practices. Here, we consider the issues of transparent processes and decision making; Part 2 explores the connections between equity and responsible risk management practices. Philanthropy has seen a surge of interest in racial equity, diversity, and … Continued