Professional Development

Tools & Strategies

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Presentation

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Legal Issues

11 Apr 2019

Financial Series: The IRS Form 990 as a Tool for Understanding Organizational Capacity

Thursday, April 11, 2019 -

9:00am to 12:00pm

Nonprofit organizations face increasing challenges in today’s operating environment. In order to better understand the realities facing nonprofits and make sound funding decisions, grantmakers must have a firm grasp of the story told by the numbers...

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04 Apr 2019

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

Thursday, April 4, 2019 -

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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29 Mar 2019

Applied Finance Part 2 of 2: Charting a Course Toward Financial Resilience - Building the Planning Muscle

Friday, March 29, 2019 -

9:00am to 12:00pm

In uncertain times, it’s important for nonprofit organizations to plan for contingencies and anticipate both short- and long-term needs. Financial planning, which ranges from annual budgeting to multi-year projections, is about connecting...

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Workshop

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Finance & Asset Management

Program Staff

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28 Mar 2019

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

Thursday, March 28, 2019 -

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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21 Mar 2019

Financial Series: Looking at the 990 Part I (March 14) and Part II (March 21)

Thursday, March 21, 2019 -

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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08 Mar 2019

Applied Finance Part 1 of 2: Grantee Financial Resilience for Nonprofits - A Framework

Friday, March 8, 2019 -

9:00am to 12:00pm

What does it take for a nonprofit to move from surviving to thriving? And, what kind of support can funders provide to meaningfully shift the trajectory of an organization? Financially resilient grantees are able to successfully navigate current...

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Workshop

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Finance & Asset Management

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07 Mar 2019

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

Thursday, March 7, 2019 -

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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21 Feb 2019

Financial Series: Intro to Financial Statements

Thursday, February 21, 2019 -

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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