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San Francisco | Beyond the Grant: Solutions for Building Nonprofit Operational Excellence

Tuesday, September 15, 2015 -
1:00pm to 3:00pm PDT
Northern California Grantmakers
160 Spear Street, Suite 360, San Francisco, CA
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This event will showcase two funder initiatives that went beyond grantmaking to help strengthen the operations of nonprofit grantees. This event will include discussions with The Wallace Foundation and Tipping Point Community as well as grantees that participated in the initiatives and capacity building partners.

Join Us To:

  • Learn how these initiatives strengthened operational capacity in the areas of financial management, communication and fundraising
  • Learn how cohort based trainings can build leadership teams and  stronger networks

Strengthening Financial Management Initiative (The Skills to Pay the Bills)

The Wallace Foundation partnered with Fiscal Management Associates (FMA) to execute a 4-year initiative focused on building the financial management capacity of selected nonprofit organizations providing (OST) programming for youth in Chicago. This multi-phase strategic initiative was formally evaluated by MDRC and ChildTrends, and the lessons learned and outcomes have been documented in a final report and executive summary available for download here.  As a result of the work, FMA and the Wallace Foundation developed and curated a set of best-in-class materials, making freely available a variety of tools and resources for Planning, Monitoring, Operations, Governance and more at

FACT (Fundraising and Communications Training), a comprehensive and tailored program, was designed for Tipping Point grantees ready to build their fundraising and communications capacity. The nine-month cohort program was delivered through a unique collaboration between Tipping Point and three best-in-class providers: BuildingBlox Communications, Fenton Communications, and Fiscal Management Associates. In addition to 9 half-day sessions on topics of fundraising, communications and financial management, participants received a three-hour "discovery" session for providers to learn the individual challenges and opportunities of each organization, as well as up to ten hours of individual consulting to help implement strategies learned in the training sessions.


Kelly Bathgate, Director, Strategic Partnerships, Tipping Point Community
Tipping Point Community Grantee (TBD)
Polly Singh, Program Officer, The Wallace Foundation
Art Mollenhauer, Chief Executive Officer, BBBS of Metropolitan Chicago (via video)
Hilda Polanco, CEO & Founder, FMA
Nate Levine,  Managing Partner and Principal, Building Blox

Targeted Audience 

This program is open to all NCG members and other non-member funders.   Program staff and senior leaders are encouraged to attend.  

If you're a member of NCG, please log in and click the "Register Now" link to register.  First time to the website, set your password.  If you are non-member funder, please email to register for this event.


Register for the South Bay program October 8, 2015