As we say goodbye to the year that seemed it would never end, we are looking forward to 2021 with renewed hope. In the spirit of new beginnings, our January blog series is focused on resetting. Be it working from home, adjusting offices to allow for social distancing, or changing jobs altogether, a lot of us unexpectedly found ourselves working in new spaces over the course of the last year. If you’re like some of us, your new workspace might not be what most people consider “permanent” (maybe because, also like us, you were hoping it would be a more temporary solution). Or perhaps you’ve weathered the storm that was 2020 in the same space you’ve worked for years. Either way, the start of the new year is a great excuse to reset, rethink, and reclaim your workspace so you can prepare to take on a new year of possibilities.

I’m not the type of person who sends out holiday cards. I want to be that type of person. I feel like I should be that type of person. After all, I love receiving them; the photos of our friends and family and their “year-in-review” recaps always bring a smile to my face. And I grew up with a mom who is great at sending holiday cards. I have vivid memories of her pulling out the notebook filled with addresses, often with amendments and notes penned neatly beside certain names. She’d carefully address and stuff envelopes with a card and letter detailing our family’s updates and accomplishments. By giving my brother and me some editorial power over our own paragraphs (so we could keep our very cool reputations intact) and soliciting our help with the envelope stuffing, she was giving us a primer in relationship maintenance.

It can be difficult to find positive aspects to this year. We don’t need to remind you of all of the unprecedented challenges we’ve experienced so far and will likely continue to live through well into the coming year. Instead, let’s focus on something more hopeful! Let’s spend the rest of this year (and early 2021) on something we may not have found much time for in the past: LEARNING!

This time of year naturally leads people to reflect back and start looking forward, generating new goals and resolutions. Respectfully, I ask, “How is that even possible with a year like 2020?” It’s been a year filled with fear, sadness, uncertainty, confusion, and constant change, to say the least. Even our everyday language has taken on a whole new plethora of words like COVID-19, pandemic, social distance, quarantine, contact tracing, essential businesses, and flattening the curve. By the way, if you are looking for that blog that says better days are ahead, here is my warning: STOP! This blog is about realness – real thoughts, real feelings, real struggles. I wish I could say that I thought of writing this myself, but I am not that bold. I owe it to a great colleague of mine who challenged me to bring out the realness and ugly truths that may help me (and possibly even others) sort this out in my head.

I always think of the last quarter of the year as the “learning season” when I attend the Grant Professionals Association (GPA) National Conference and begin thinking about the year past and ahead. This is not an easy process for me. As a grants professional, it is so easy to get bogged down in the daily grind, but this season really forces me and gives me permission to think about my own learning and goals. It reminds me of the Dr. Suess book Oh, The Places You’ll Go. A friend gave me this to me when I graduated college with my bachelor’s degree. At the young age of 20, I could not even begin to imagine where I would go. Some 20 years later, after working as an in-house grant professional and now working in a consultant role, I am using this learning season to really reflect on where I have been and where I will still go. There are so many different paths in the grant professional’s work. This just one example – my journey.

While there are legal requirements for nonprofit organizations around transparency and disclosure of financial information, there can also be some grey areas where ethical decisions aren’t as clear. For instance, it can be tempting to apply for and accept funding anywhere you can get it. But what if you serve clients who are struggling with substance use, and a potential funder is known for contributing to the opioid crisis? If accepting money means you are straying from your mission, or if you have any doubt about the morality of doing business with a certain corporation, it may not be worth the financial benefit. Your goal should be to build funder relationships that you can stand behind and feel good about. Here, we are going to explore a few other ethical dilemmas you may run across when building relationships with funders.

The topic of ethics in grants is incredibly broad, as there are often many moving parts and people involved with grant awards. The fund-seeking agency might have a variety of staff members contributing to the process: the executive director, program staff, finance staff, a grant writer, maybe even the board of directors. And then, of course, if the agency receives an award, there are ethical considerations for managing the sometimes very large sums of money. Once again, there might be a host of individuals carrying out the program activities, reporting progress, expending the funds, and so on. In other words, the agency is responsible for ensuring ethical practices across many levels of a grant award. But for the purposes of this discussion, I want to back up a bit. What about some of the ethics that go into researching and writing the proposal?

Do you remember the first time you wrote a report for a funder and had to explain away an undesirable outcome (or more)? Picture it: coffee on drip. Report questions pulled, outcomes and program-related questions sent to program staff. Me, a rookie grant professional at the time, ready to tackle the report…or so I thought. And then I got the email: one of the program’s stated outcomes fell significantly short of the goal. As in, the targeted outcome was 80%, but the actual outcome was 40%. *Insert appropriate amounts of rookie-level panic here, then breathe.*

We live in a world where, as consumers, we can purchase literally anything with a quick search and a few clicks. The rise of online shopping and next-day delivery has made it easier than ever to go on a shopping splurge without seriously weighing the costs and benefits of the newest gadget or the impact it will have on our personal finances. When a grant is awarded to an organization, the program staff may enthusiastically load up their online shopping carts with everything outlined in the grant budget. There is certainly a time and place for efficient procurement of approved supplies and services. In fact, federal law requires grantees minimize the time elapsing between the receipt of grant funds and the payment for allowable expenditures (2 CFR 200.305(b)). It is important for program staff to quickly implement the grant award, and typically, this means doing a little shopping.