Professional Development

09 Apr 2020

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

Thursday, April 9, 2020 -

9:00am to 11:00am

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?

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Event type

Professional Development

Format

Workshop

Audience

All Funders

Topic(s)

HR & Operations

Nonprofit Financials

08 Apr 2020

Harassment and Anti-Discrimination Training - April 8

Wednesday, April 8, 2020 -

9:00am to 12:00pm

In 2018, both New York State and New York City passed laws intended to combat workplace sexual harassment. All employers are required to adopt a written sexual harassment prevention policy, including a complaint form, and provide annual sexual...

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Event type

Professional Development

Format

Presentation

Workshop

Audience

All Funders

Topic(s)

Diversity, Equity and Inclusion

HR & Operations

Legal Issues

26 Mar 2020

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

Thursday, March 26, 2020 -

9:00am to 12:00pm

Financial statements and an organization’s 990 each tell a story. Using the two financial documents together can yield so much more information than the financial status of the organization.

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Event type

Professional Development

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Audience

Topic(s)

19 Mar 2020

Financial Series: Looking at the 990 Part I (March 12) and Part II (March 19)

Thursday, March 19, 2020 -

9:00am to 12:00pm

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.

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Event type

Professional Development

Format

Audience

Topic(s)

05 Mar 2020

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

Thursday, March 5, 2020 -

9:00am to 12:00pm

Learn how to analyze and evaluate nonprofit financial statements and know what questions to raise for further analysis. Walk through a set of sample financial statements, focusing on definitions and relationships of numbers. What are some “red flags...

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Event type

Professional Development

Format

Audience

Topic(s)

27 Feb 2020

Financial Series: Intro to Financial Statements

Thursday, February 27, 2020 -

9:00am to 11:00am

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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Event type

Professional Development

Format

Audience

Topic(s)

30 Jan 2020

Legal Series - Self-Dealing (Family Foundations & Family Offices)

Thursday, January 30, 2020 -

9:00am to 11:00am

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. Did you know that violations of the self-dealing tax...

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Event type

Professional Development

Audience

All Funders

Legal Staff

Topic(s)

Legal Issues

28 Jan 2020

Harassment and Anti-Discrimination Training - January 28

Tuesday, January 28, 2020 -

9:00am to 12:00pm

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Event type

Professional Development

Format

Presentation

Workshop

Audience

All Funders

Topic(s)

Diversity, Equity and Inclusion

HR & Operations

Legal Issues

23 Jan 2020

Essential Skills and Strategies for New Program Officers

Thursday, January 23, 2020 (All day) to Friday, February 7, 2020 (All day)

Philanthropy New York's Essential Skills and Strategies for New Program Officers (ESS) orients new program officers and directors to their role as funders. This multiday intensive course helps philanthropy newcomers build a framework for...

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Event type

Professional Development

Format

Audience

10 Jan 2020

Thriving in the Digital Age: Are You Ready to Be a Funder in 2030?

Friday, January 10, 2020 -

9:00am to 12:00pm

Around the world, the space for civil society to organize, agitate and advocate for rights and justice is shrinking. Governments and private companies are surveilling activists, collecting data about their activities, and developing tech policy...