Professional Development

12 May 2022

Designing Effective Board Meetings: Purpose, Outcomes, Process, and People - A Webinar Hosted by NCFP

Thursday, May 12, 2022 -
12:00pm to 1:15pm
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...
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07 Apr 2022

Legal Series - Making Grants to Individuals

Thursday, April 7, 2022 -
10:00am to 11:30am
The Program The PNY Core: Legal Series provides an overview of the legal and regulatory boundaries in a number of key legal topics. The series launches with this high-level overview of the legal dos and don'ts across your day-to-day philanthropic...
31 Mar 2022

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

Thursday, March 31, 2022 -
10:00am to 12:00pm
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,...
25 Mar 2022

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

Friday, March 25, 2022 - 10:00am to Friday, April 8, 2022 - 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...
24 Mar 2022

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

Thursday, March 24, 2022 -
10:00am to 12:00pm
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.
22 Mar 2022

Intersectional Allyship for Racial Justice - A Workshop Hosted by Service Never Sleeps

Tuesday, March 22, 2022 - 12:00pm to Wednesday, March 23, 2022 - 3:00pm
What does intersectional allyship for racial justice look like, concretely? What skills and tools can I use every day in my workplace and personal life to translate my commitment to racial justice into sustained actions? This virtual training is an...
10 Mar 2022

Financial Series: Looking at the 990 Part I (March 10) and Part II (March 17)

Thursday, March 10, 2022 -
10:00am to 12:00pm
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...
16 Feb 2022

Complexities of the Collective: Balancing Individual and Family Interests - A Webinar Hosted by NCFP

Wednesday, February 16, 2022 -
12:00pm to 1:15pm
In this session, we explore how families navigate the dilemma of building a legacy of impact and cultivating individual philanthropic passions while hearing from the experiences of peer family funders and researchers examining this issue in a study...
26 Jan 2022

Legal Series - Best Practices in International Grantmaking

Wednesday, January 26, 2022 -
11:00am to 12:30pm
The Program The PNY Core: Legal Series provides an overview of the legal and regulatory boundaries in a number of key legal topics. The series launches with this high-level overview of the legal dos and don'ts across your day-to-day philanthropic...

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