Professional Development

08 Jun 2017

21st Century Philanthropic Pipelines for Twentysomethings - Webinar

Thursday, June 8, 2017 -
12:00pm to 1:30pm
How do we inspire and prepare the best generation of philanthropic leaders for the field and for our family work?​
25 May 2017

Philanthropic Assistants & Coordinators Network Spring Program: Effective Communication Across Generations

Thursday, May 25, 2017 -
8:45am to 10:00am
Our workplaces likely contain employees from all five working generations: Veterans, Baby Boomers, Xers, Millennials, and Linksters. As such, understanding the difference in communication and workstyles among generations can vastly improve your...
10 May 2017

Which Impact Investing Tools Are Right for Your Foundation’s Mission?

Wednesday, May 10, 2017 -
9:00am to 11:00am
Many funders know the basics of impact investing and why their organizations should get in the game. But it can be hard to know, what are the right financial instruments to pair with my foundation's mission and program goals?
05 May 2017

Legal Series - Investing in People: Making Grants to Individuals

Friday, May 5, 2017 -
9:00am to 11:00am
Many private foundations and public charities have programs for making grants to individuals. The purpose can range from recognizing or enabling human achievement (such as through award programs or scholarships and fellowships) to disaster or...
19 Apr 2017

Legal Series - Self-Dealing and Conflicts of Interest (Family Foundations & Family Offices)

Wednesday, April 19, 2017 -
3:00pm to 5:00pm
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.
30 Mar 2017

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

Thursday, March 30, 2017 -
9:00am to 11:00am
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...
23 Mar 2017

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

Thursday, March 23, 2017 -
9:00am to 11:00am
Experienced grantmakers often use two financial documents to review potential and current grantees: financial statements and IRS Form 990. But how do the two documents differ and how can they best be used together to interpret the financial status...
09 Mar 2017

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

Thursday, March 9, 2017 -
9:00am to 10:30am
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. The form creates a level playing field for an otherwise diverse sector. What information can be...
08 Mar 2017

Achieving Equity…How Exactly?

Wednesday, March 8, 2017 -
9:00am to 11:30am
The idea of incorporating equity in philanthropy is gaining traction in the field. The reasons why may be obvious – from longstanding commitments to helping those most marginalized to recent electoral outcomes. But the how of embracing equity can...
02 Mar 2017

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

Thursday, March 2, 2017 -
9:00am to 11:00am
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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