A Consumers Guide to Grants Management Systems 2016

This in-depth report has been expanded for 2016 to look at the features and processes used by more than 30 grants management system. The Consumers Guide to Grants Management Systems compares the strengths and weaknesses of these different grants management packages to see how they stack up against industry standards.

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Data at a Foundation’s Fingertips: Creating and Building Dashboards

Technology Affinity Group (TAG) commissioned us for this report on how foundations use dashboards, which combines insights from conversations with 10 different foundations–including previous research on methods for thinking about data-based decision making–to offer a step-by-step process to design and create your own dashboard. To help you learn from the experiences of those foundations that have gone before you, we also included eight detailed case studies of foundations that have created their own dashboards and what into the design and implementation process.

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Data Playbook

This interactive resource helps you make sense of the data you already have and build upon it. In it, you will learn about what data you need; how best to collect it; how to analyze it to meet your needs; how to present it; and how to use it to inform your work and tell your story. Whether you are looking for guidance on how to build a post-program survey, initiate conversations about metrics at staff meetings, make charts in your reports more compelling or hire a data expert, this resource has something to offer.

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Do Your Homework to Increase Grantmaking Success

When funders develop new grantmaking strategies, they should dedicate time and resources to understanding the needs of the issue or population they want to help, identifying best practices and models that are already demonstrating success, and finding the right partners to help them succeed. Putnam Consulting Group gives six steps to successful funding.

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Due Diligence

In this guide, we dispel five myths, distinguish between legal compliance and the rest of the due diligence process, and clarify legal requirements.

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EPIcenter: Evaluate Practice Improvements

EPIcenter is a benchmarking library that enables users to evaluate practice improvements by learning how others handle specific issues and comparing their own methods against those of other grantmakers. The EPIcenter will enable GMN to document how funders are making grants now, see how practices are changing over time, and determine whether and how grantmakers are adopting effective practices. Six mini-surveys cover the following topics: grant applications, grant decisions, grant reporting, grant monitoring, compliance, and paperless grantmaking.

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Expenditure Responsibility Rules for Private Foundations

Course covers: Grantees that do and do not require expenditure responsibility How it is exercised (pre-grant inquiries, grant agreements, separate accounts, reports, IRS) How to handle complicating issues (grants with subgrants, grants to private foundations, grants for capital expenditures, grants that support advocacy)

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Family Foundation Sample Grantmaking Documents

Compiled are a collection of downloadable sample grantmaking documents for Family Foundations.

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Grants Management and the Foundation of the Future

Grants Managers Network (now PEAK Grantmaking) looked across the field to better understand attitudes and perceptions about grants management and grantmaking practices. They took deep dives to learn more about foundations that are intentionally moving toward “successful structures” that integrate operations and program for greater impact.

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GrantSafe

GrantSafe is a free online 501c3 lookup service specifically for private foundations that lets you quickly and easily confirm the IRS exempt status of any public charity before making a grant.

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Innovations in Open Grantmaking

This publication seeks to provide inspiration and early proof of concept regarding innovative practices at every stage of the grantmaking process. The examples and lessons included can act as suggested guidelines for future research and experimentation around more openly and effectively providing access to public money.  

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Interview: Fay Twersky

The philanthropy programme at the Hewlett Foundation is changing. Fay Twersky, director of its Effective Philanthropy Group, tells Caroline Hartnell how and why. She talks about Hewlett’s new emphasis on ‘two-way openness’ and collaboration and the need to create incentives to encourage foundations and grantees to be more open. Finally, she offers her views on ‘emergent philanthropy’ and effective altruism.

Categories: Grantmaking, Grants Management

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