Professional Development

Join us for a discussion on how to intentionally design meetings to engage family members in a learning agenda about their giving and how to plan and facilitate enjoyable, useful meetings that consider the purpose, outcomes, process, and people...

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,...

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.

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...