Calendar of Events

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...

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...

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...

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...

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...