Avoiding common IRS entanglements. Our plans for PEAK2022. Trending on CONNECT. Weekly reads.

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** INSIGHT
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** A Little Due Diligence Goes a Long Way to Avoid Triggering Taxable Expenditures
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For private foundations, unwittingly making grants that result in IRS entanglements and heavy fines is a common problem. But as PEAK Board Member Josh Abel explains, grants management professionals can easily avoid these situations if they know what red flags to look for.
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** ICYMI
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** Our Plans for PEAK2022
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With safety as a continuing concern, particularly at large convenings, we have decided to host a virtual conference in 2022.

We still plan to convene from March 21-25, 2022, hosting a week of half-day programs filled with thought-provoking keynotes, dynamic breakout sessions, and networking gatherings—plus, we'll celebrate the great city of New Orleans by infusing the experience with a NOLA vibe!
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Join this week’s trending conversations:
* Supporting news organizations via foundation ([link removed])
* Changing grant management systems ([link removed])
* Creating rapid response funds ([link removed])

Help a colleague out by sharing your advice:
* Supporting administrative services for corporate giving programs ([link removed])
* Sharing foundation communication plan ([link removed])
* Reviewing record retention policy ([link removed])

Not yet in CONNECT?
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** Upcoming
Events

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October 13
CHAPTER WEBINAR
The Art and Science of Managing Up (PEAK Southeast) ([link removed])

October 14
CHAPTER WEBINAR
Informal Peer Share (PEAK Rocky Mountain) ([link removed])

October 14
CHAPTER WEBINAR
New Member Coffee Hour (PEAK Greater Washington, DC) ([link removed])

October 19
SPONSORED WEBINAR
Operationalizing ‘Philanthropy 2.0’: Matching technology to new values ([link removed])

October 21
CHAPTER WEBINAR
Monthly Coffee Hour (PEAK Pacific Northwest) ([link removed])

October 21
CHAPTER WEBINAR
Developing a Shared Approach for Gathering and Reporting on Demographic Data (PEAK Northern California and PEAK Southern California) ([link removed])

October 26
CHAPTER WEBINAR
Overlooked, Underserved, and Missing: How to mainstream LGBTQ funding and increase equitable giving (PEAK Florida) ([link removed])

October 27
SPONSORED WEBINAR
Data Health and Integration for Foundations: Business Imperatives ([link removed])

ALL EVENTS > ([link removed])


** Weekly Reads
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“When philanthropy gets it wrong, it not only results in diminished funding for those on the frontlines of racial justice, it also dangerously diminishes the perceived scale and impact of movements like the movement for Black lives in public debate, and fuels the kind of conservative backlash we are witnessing today. Bottom line is, philanthropy needs to put in the work to get the data on racial equity and racial justice right.” [more] ([link removed])
Mismatched: Philanthropy's Response to the Call for Racial Justice, Philanthropic Initiative for Racial Equity (PRE)

“The work to counter hate funding doesn’t have to parallel the ideological divides that exist in society. One can be supportive of racial justice and equity and still be conservative in American society. Ironically, this moment provides an opportunity to model, to build a bridge, and this is a place to do that. Pushing back on political violence and standing up for democracy isn’t a question of progressive or conservative, one just needs to be in community.” [more] ([link removed])
Values-Aligned Philanthropy: Foundations Resisting Hate and Extremism, Council on Foundations

“Philanthropy must fund Black women leaders who are imaginative in creating and running organizations that not only address Black pain but also highlight Black joy and possibility.” [more] ([link removed])
Maria S. Johnson, Black Women and Girls Fund, for the Johnson Center for Philanthropy
“The overwhelming majority of nonprofit leaders (82 percent) who have received capacity building support as a complement to a multiyear [general operating support] grant found it very or extremely helpful, describing it as helping them invest in and strengthen their organizations. They say that receiving capacity building supports as a complement to a multiyear general operating support grant helped them plan for the future, focus on their work, and invest in staff while making targeted improvements. [...] Leaders describe strengthening operations, planning, fundraising, raised communications capacities, investing in staff professional development, and improving their DEI efforts.” [more] ([link removed])
Naomi Orensten, CEP, and Kate Gehling, JD candidate at the University of Chicago Law School, for the Center for Effective Philanthropy


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