Professional Development

01 Apr 2021

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

Thursday, April 1, 2021 -
10:00am to 12:00pm
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?
26 Mar 2021

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

Friday, March 26, 2021 -
10:00am to 12:00pm
In this three-part series , we will explore what it takes for a nonprofit to thrive over the long-term, how to use financial analysis as a tool to identify resilience (or lack thereof), and what grantmakers can do to support...
25 Mar 2021

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

Thursday, March 25, 2021 -
10:00am 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.
04 Mar 2021

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

Thursday, March 4, 2021 -
10:00am 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...
25 Feb 2021

Financial Series: Intro to Financial Statements

Thursday, February 25, 2021 -
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...
11 Dec 2020

Philanthropy 101: The Great Debates in Philanthropy

Friday, December 11, 2020 -
10:00am to 12:00pm
Join Philanthropy New York as we pit seasoned philanthropists, one-on-one, in robust debates around the philanthropic topics of the century. From general operating grants vs. restricted grants, to debate on the increase of foundation minumum payout...
13 Nov 2020

Philanthropy 101: Foundation Governance and Legal Issues

Friday, November 13, 2020 -
10:00am to 12:00pm
What makes up the leadership and governance of a foundation? What are the legal dos and don'ts? What role do trustees play? Join us as we review the ethics and legal guidelines of a foundation.
23 Oct 2020

Philanthropy 101: So You're Working for a Foundation... Power and Your New Community

Friday, October 23, 2020 -
10:00am to 12:00pm
So you are working for a foundation. While the other parts of this series provide an overview of the history of philanthropy, a foundation's leadership and governance, a high-level overview of grantmaking at foundations, and the philanthropic topics...

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