Financial Series: Getting the Financial Information You Need Without Overburdening Grantees

Thursday, April 4, 2019 -
9:00am to 11:00am EDT
Philanthropy New York; 320 East 43rd Street, NYC 10017
This event is for members only.
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This members-only program is a part of the Financial Series (Fundamentals to Financials) from our PNY Core:

You now know what you can learn about grantees through the Form 990’s and Financial Statements. What more do you need from them to understand their financial situations? What’s useful to you and not too much to ask from grantees?

In this interactive wrap-up to the Financial Series, participants will step into the shoes of grantees, providing a new perspective on financial due diligence. Join us to explore what can be gleaned from internal financial reports, such as budgets, that funders so often request. Discuss how grantees prepare and use internal versus external financial statements, and how these documents provide funders with different financial insights (or not).

You’ll explore with peers how you can request complimentary rather than redundant financial information. We’ll even touch on what this might mean for your foundations financial due diligence processes.

Intended Outcomes

Upon completing this session, participants will be able to:

  • Understand the different types of information that can be gleaned from internal and external financial reports that grantees prepare.
  • Know what questions to ask if internal and external financial reports don’t seem to match up.
  • Identify ways to improve grant-making financial reporting requirements.


Designed for

Funders who are new to assessing nonprofit financial data for whom financial due diligence may be a component or desired component of the grantmaking process. It is also recommended for more experienced grantmakers seeking a refresher in the fundamentals to reviewing financial statements.


8:45 - 9:00 AM Check-in

9:00 - 11:00 AM Program

Registration is required by April 3rd. Space is limited.

Members: To register yourself and/or a colleague at your organization, please log in and click the Register Now link above. (no fee)

Non-Member Funders: Please email ($150 fee).

Please note: To ensure fairness among our members, we reserve the right to limit the number of attendees per organization for select professional development programs.

Please email with any questions.

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