Finance Staff

Network Building

Format

Reception

Audience

HR & Operations Staff

Diversity, Equity and Inclusion

30 May 2018

Equity and Asset Management – Why It’s About Dollars and Sense

Wednesday, May 30, 2018 -

9:00am to 12:00pm

Many funders say racial and gender equity strengthens their grantmaking and aligns perfectly with their philanthropic mission. Thus, more foundations are interested in assessing the equitability of their operational practice.

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26 Apr 2018

Impact Investors and Nontraditional Loans

Thursday, April 26, 2018 -

9:00am to 11:00am

A number of impact investors are active in New York making non-traditional loans to nonprofits that would be unavailable from conventional banks. These investors include foundations as well as philanthropically supported intermediaries, some of...

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Event type

Tools & Strategies

Format

Roundtable Discussion

Audience

All Funders

Topic(s)

Impact Investing

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?

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Event type

Tools & Strategies

Format

Webinar/Teleconference

Audience

All Funders

Grants Managers

Topic(s)

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?

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Philanthropic & Nonprofit Sectors

Impact Investing

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.

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Audience

HR & Operations Staff

Topic(s)

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...

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Philanthropic Consultants/Advisors

Tools & Strategies

Format

Workshop

Audience

All Funders

Public Foundation/Grantmaking Public Charity

Grantmaking Strategy & Tools

Grants Managers

Topic(s)

HR & Operations

Nonprofit Financials

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...

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Format

Audience

Topic(s)

Grantmaking Strategy & Tools

Governance

HR & Operations

Nonprofit Financials

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...

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