Finance Staff

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.

The State of Philanthropy Tech and Implications for Our Workplace

Publication date: 
03/2023
The Foundation Administrators Network (FAN) is a Philanthropy New York professional peer network of HR and operations professionals at member grantmaking organizations. FAN hosts quarterly meetings on a broad range of topics relevant to HR and operations administration. How common is it for foundation staff to be back in the office? What platforms and tools are others using for remote and grantmaking? How can I leverage peer benchmarking to advocate change within my organization? To assist in answering these questions, in July 2022, Technology Association of Grantmakers (TAG) conducted a...

2021 FFMG Administrative Expense Survey

Publication date: 
07/2021
The Foundation Financial Managers Group (FFMG), continuing its annual effort to provide comparative information on foundation administrative costs, invites you to participate in the 2021 FFMG Administrative Expense Survey. Using data gathered in the survey, FFMG calculates average expense ratios for New York area foundations. Many foundations use these ratios for a group of comparable foundations as part of their budgeting process. We have tried to minimize the effort required to participate in the survey by limiting the information requested to essential items, using data already entered on...

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