Professional Development

30 Mar 2023

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

Thursday, March 30, 2023 -
10:00am to 12:00pm
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,...
24 Mar 2023

Applied Financial Analysis for Program Officers: A Three-Part Series

Friday, March 24, 2023 - 10:00am to Friday, April 7, 2023 - 12:00pm
The Program What does it take for a nonprofit to move from surviving to thriving? How will nonprofits respond to the impact of COVID-19? What kind of support can funders provide to meaningfully shift the trajectory of an organization? Financially...
23 Mar 2023

Financial Series: Using Financial Statements Together with IRS Form 990 to Understand Your Potential Grantees

Thursday, March 23, 2023 -
10:00am to 12:00pm
Financial statements and an organization’s 990 each tell a story. This session will show how using the two financial documents together can yield so much more information than the financial status of the organization.
16 Mar 2023

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

Thursday, March 16, 2023 -
10:00am to 12:00pm
This session will focus on the IRS Form 990, which 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...
09 Mar 2023

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

Thursday, March 9, 2023 -
10:00am to 12:00pm
This session will focus on the IRS Form 990, which 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...
02 Mar 2023

Financial Series: What to Look for in a Nonprofit's Financial Statement

Thursday, March 2, 2023 -
10:00am to 12:00pm
Learn how to analyze and evaluate nonprofit financial statements and know what questions to raise for further analysis. Walkthrough a set of sample financial statements, focusing on definitions and relationships of numbers.
14 Feb 2023

Financial Series: Introduction to Financial Statements

Tuesday, February 14, 2023 -
10:00am to 12:00pm
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...
09 Dec 2022

Philanthropy 101 - The Big Conversations in Philanthropy

Friday, December 9, 2022 -
10:00am to 12:00pm
Philanthropy 101 is a five-part series that helps all staff new to philanthropy better understand the sector. This interactive course will help participants gain the working knowledge they need to understand and navigate the field of philanthropy,...
02 Dec 2022

Philanthropy 101 - Foundation Governance and Legal Issues

Friday, December 2, 2022 -
10:00am to 12:00pm
Philanthropy 101 is a five-part series that helps all staff new to philanthropy better understand the sector. This interactive course will help participants gain the working knowledge they need to understand and navigate the field of philanthropy,...
28 Oct 2022

Philanthropy 101 - Fundamentals of Grantmaking

Friday, October 28, 2022 -
10:00am to 12:00pm
Philanthropy 101 is a five-part series that helps all staff new to philanthropy better understand the sector. This interactive course will help participants gain the working knowledge they need to understand and navigate the field of philanthropy,...

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