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This webinar will cover practical tips and learnings including:
Preparing for a switch: How to research and select a new grants management platform
Making the switch: How to migrate all data from one system to another both securely and efficiently
Lessons learned: What worked and what didn’t for The Helmsley Trust
Kris LeCorgne
Fluxx Director of Customer Success
and Support
As Fluxx’s Director of Client Success and Support, Kris LeCorgne is committed to furthering the impact of philanthropy through operations and technology. Previously Kris was the Director of Grants Administration at the Knight Foundation, where he managed critical operations projects, adopted new systems and created new customer service tools and best practices.
Chris Percopo
The Leona M. and Harry B. Helmsley Charitable Trust Director of Grants Information and Management
Chris Percopo is an expert foundation operations professional who has spearheaded the development and implementation of numerous processes for The Leona M. and Harry B. Helmsley Charitable Trust. Chris and his team are responsible for all due diligence, compliance, monitoring, and grant processing for the Helmsley Trust’s grantmaking portfolio.
Anneka Preston
The Leona M. and Harry B. Helmsley Charitable Trust Grants Manager
Anneka Preston is a grants manager who excels at performing due diligence for applicants and grantees to ensure grantmaking compliance across Helmsley’s programs. Preston also assists with maintaining the grants management database and providing technical assistance to applicants and grantees.
Adam Sanders
The Leona M. and Harry B. Helmsley Charitable Trust Grants Manager
Adam Sanders Adam manages all aspects of grantmaking operations and compliance across Helmsley’s Type 1 Diabetes and legacy conservation programs. He also assists with maintaining the Fluxx foundation grantmaking system.