Finance Staff

11 Apr 2018

Moving Beyond Financial Education: A Grantmaker's Guide to Investing in Impactful Financial Capability Programs - Webinar

Wednesday, April 11, 2018 -
1:00pm to 2:00pm
For decades, we believed in Francis Bacon's declaration that "knowledge is power" when it comes to increasing financial health. Now we have ample evidence that financial education alone is not powerful enough to change behavior. So, what works?
10 May 2017

Which Impact Investing Tools Are Right for Your Foundation’s Mission?

Wednesday, May 10, 2017 -
9:00am to 11:00am
Many funders know the basics of impact investing and why their organizations should get in the game. But it can be hard to know, what are the right financial instruments to pair with my foundation's mission and program goals?
19 Apr 2017

Legal Series - Self-Dealing and Conflicts of Interest (Family Foundations & Family Offices)

Wednesday, April 19, 2017 -
3:00pm to 5:00pm
The self-dealing, conflict of interest and related party transaction rules for private foundations are among the most complex and important considerations in foundation operations and governance.
30 Mar 2017

Financial Series - The IRS Form 990 as a Tool for Understanding Organizational Capacity

Thursday, March 30, 2017 -
9:00am to 11:00am
Nonprofit organizations face increasing challenges in today’s operating environment. In order to better understand the realities facing nonprofits and make sound funding decisions, grantmakers must have a firm grasp of the story told by the numbers...
09 Mar 2017

Financial Series - Looking at the 990 Part I (March 9) and Part II (March 16)

Thursday, March 9, 2017 -
9:00am to 10:30am
The IRS Form 990 is used by funders as a tool to track and scrutinize the finances, governance and accomplishments of grant applicants and recipients. The form creates a level playing field for an otherwise diverse sector. What information can be...
15 Feb 2017

Financial Series: Intro to Financial Statements

Wednesday, February 15, 2017 -
9:00am to 11:30am
In this Primer to the Financial Series, participants will get a peek into how a grantee assembles the financial statements and the stories they tell. It is a broad overview for all newcomers who must work with nonprofit organizations’ financial...
13 Apr 2016

Legal Series - Self-Dealing (Family Foundations & Family Offices)

Wednesday, April 13, 2016 -
3:00pm to 5:00pm
The self-dealing, conflict of interest and related party transaction rules for private foundations are among the most complex and important considerations in foundation operations and governance.

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