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Funder Meeting

Equitable Grantmaking Series: Data-Driven Philanthropy Workshop

Thursday, January 25 @ 10:00 am - 12:00 pm


Thursday, January 25
10:00 am - 12:00 pm
Event Category:


Valencia Park/Malcolm X Branch Library
5148 Market Street
San Diego, 92114 United States
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Catalyst of San Diego & Imperial Counties


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Data has become a powerful tool for positive change, and philanthropic organizations are increasingly recognizing the need to leverage information to build stronger relationships with their grantees and streamline reporting processes.

Join us for an insightful and interactive learning session designed for funders eager to enhance their impact through strategic data utilization.  During the program, attendees will engage in a workshop facilitated by the UpMetrics team; This learning environment will offer you the opportunity to collaborate with peers to address challenges, share success stories, and develop actionable strategies for incorporating data into your funding practices.

Key Learning Objectives:

  1. Building Meaningful Relationships: Explore the elements of fostering meaningful collaborative partnerships with grantees. Learn how to go beyond traditional grantmaking by leveraging data to understand the unique needs and challenges of your grantees and empowering them to lead with what success looks like.
  2. Data-Driven Decision-Making: Discover how data-analytics can transform your organization’s approach to philanthropy. Understand the importance of defining, collecting, analyzing, and leveraging data to inform strategic decisions, optimize resource allocation, and maximize impact.
  3. Streamlining Reporting Processes: Uncover best practices for streamlining the reporting process from grantees to funders. Learn innovative approaches, tools and technologies that can simplify data collection, reporting, and evaluation, enabling more efficient and transparent communication between philanthropic organizations and their grantee partners.

Target Audience

This program is designed for members of Catalyst. If you are interested in Catalyst membership, please contact [email protected].


Alex Jackson | Managing Director at Upmetrics

In her role at Upmetrics, Alex Jackson (she/her) engages with foundations and nonprofits across the West Coast to help develop solutions for their challenges in impact management and measurement. Alex transitioned to social-good technology solutions after starting her career in electoral political campaigns and nonprofit direct services. She holds a MS degree in Nonprofit Management from Columbia University, and amplified her scholarship with direct work experience coordinating professional development and literacy initiatives with Columbia University Teachers College Reading and Writing Project. Alex is a passionate advocate for the impact of technology on mission-driven organizations and the equity and inclusion considerations crucial to the sector and the communities served.

Greg Woodburn | Director of Sales Engineering at Upmetrics

Greg Woodburn (he/him) is a girl dad and the Director of Sales Engineering at UpMetrics, where he works with partners at the intersection of their strategic, technical, and operational dimensions to build impact measurement and management solutions. Prior to UpMetrics, he has bridged various sectors and disciplines at the Clinton Global Initiative, Right To Play, and Give Running with a focus on early childhood development and sports-based youth development. Greg is a proud “Double Trojan” earning both his BA and MBA with honors from the University of Southern California and having walked on the USC Men’s Track & Field Team for four years to be elected Distance Team Captain as a senior. He believes relationships are life’s greatest gift—and we honor all the people who have given us opportunities by paying forward their generosity through service.” 

Stephen Minix | Senior Director of Community Strategy at Upmetrics

Stephen joined UpMetrics in 2015 for one reason: a unique opportunity to continue to uplift communities. In his role as Senior Director of Community Strategy, Stephen empowers partners to utilize their data to accelerate progress toward outcomes:
informing all decisions, gaining new insights and telling their story to a wider audience. Stephen is passionate about building capacity at impact organizations as he has dedicated his life’s work to the advancement of youth and communities through
education and development. He began his career by serving young people and communities in Southern California as a public school and public charter school teacher, coach, athletic director, administrator, district coordinator for afterschool programs and adjunct professor. He was recognize  as the CIF Los Angeles City Section Athletic Director of the Year in 2015. Today, Stephen continues to be active in the community, serving as a Green Dot Public Schools Ambassador, and an inaugural board member(board chair) for MENTOR California. Stephen graduated from Pepperdine with a BS in Physical Education and a MA in Secondary Education. Stephen is married with three young daughters and is a #girldad for real!

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