Common legal problems for private foundations. Celebrating Indigenous People’s Day. Trending on CONNECT. Weekly reads.

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** INSIGHT
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** Tax Code Details That Have a Big Impact on How You Evaluate Grant Proposals
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PEAK Board Member Josh Abel explains why private foundations need to know a nonprofit's mix of financial supporters so that a well-intended grant doesn’t have unintended tax consequences. Plus: How to ensure that your grant to a government agency will pass muster with the IRS.
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Nia Tero ([link removed]) for IllumiNative on amplifier.org ([link removed])


** Celebrating Indigenous People’s Day
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PEAK joins the growing movement to celebrate Indigenous People's Day in lieu of Columbus Day on the second Monday of October. While our offices will be closed on Monday, we encourage you to celebrate with us by reflecting on the experiences and cultural contributions of Native peoples.

To become a part of the larger movement for greater Native recognition, we encourage you to read two resources from new nonprofit initiative IllumiNative: For Our Future: An Advocate's Guide to Supporting Indigenous People's Day ([link removed]) and their Insights and Action Guide ([link removed]) .


** Staffing Update
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Last month, we said farewell to Conference and Events Manager Elizabeth Guthrie. During her time at PEAK, Elizabeth was a valued member of the team, contributing to the success of PEAK2021 Online, cohorts and convenings. We wish Elizabeth the very best in her future endeavors!

Join this week’s trending conversations:
* Adding additional security to ACH form e-signature tools ([link removed])
* Including indemnification clauses in grant agreements ([link removed])
* Sharing grant letter templates for DAF grantees ([link removed])

Help a colleague out by sharing your advice:
* Mitigating risk and insurance cost for multi-year grants ([link removed])
* Streamlining progress reports ([link removed])
* Creating grantee capacity surveys ([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])

ALL EVENTS > ([link removed])


** Weekly Reads
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Against the backdrop of the pandemic and calls for racial justice, 12 placed-based funders share what they’ve learned by leaning into more equitable giving practices and working alongside the communities they serve. [more] ([link removed])
Debby Bielak, Darren Isom, Marion Michieka, and Bill Breen, The Bridgespan Group

"[R]ecognizing the critical importance of learning alongside our peers, activities conducted in partnership with colleagues who are similarly committed to transforming philanthropic culture and practice provide additional insight into the leading-edge thinking happening at this very moment. When we are intentional in our efforts to cultivate trusting relationships with each other, we are better positioned to uncover specific examples of practice that inform how we can improve both the quality and experience of our work as grantmakers." [more] ([link removed])
Marcus Walton, Grantmakers for Effective Organizations

"[The Satterberg] Foundation views PSOs as places for 'power building, movement building, policy work, building funds. They’re the place to invest for funders who really want to move an agenda and provide a regional perspective. We need them in philanthropy.'" [more] ([link removed])
David Biemesderfer, United Philanthropy Forum

"In the OpenNotes movement, doctors have taken the radical step of directly sharing their medical notes, lab results, and plans—the entire medical record—with patients. They’ve created systems to make those notes easy to access and discuss. … [V]irtually every foundation I’m aware of has similar ‘notes’ in the form of the grant write-ups and recommendations created by program officers for boards and/or senior leadership. Why not open up those notes to the grantees they’re about?" [more] ([link removed])
Kevin Bolduc, Center for Effective Philanthropy

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