Breakout Discussion

19 Apr 2023

Demystifying Trust-Based Philanthropy Part 1 of 6 - Does Trust-Based Philanthropy Mean Unconditional Trust?

Wednesday, April 19, 2023 -
3:00pm to 5:00pm
In this first out of six part webinar series, we will clarify the misperception that trust-based philanthropy means unconditional trust, identify strategies for cultivating and maintaining trust, and ways to work through challenging moments when...
30 Mar 2023

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

Thursday, March 30, 2023 -
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,...
24 Mar 2023

2023 Applied Financial Analysis for Program Officers: A Three-Part Series

Friday, March 24, 2023 - 10:00am to Tuesday, April 11, 2023 - 12:00pm
The Program What does it take for a nonprofit to move from surviving to thriving? How will nonprofits respond to the impact of COVID-19? What kind of support can funders provide to meaningfully shift the trajectory of an organization? Financially...
23 Mar 2023

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

Thursday, March 23, 2023 -
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.
16 Mar 2023

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

Thursday, March 16, 2023 -
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...
09 Mar 2023

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

Thursday, March 9, 2023 -
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...
14 Feb 2023

Financial Series: Introduction to Financial Statements

Tuesday, February 14, 2023 -
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...
19 Jan 2023

Leadership Transitions Funders Group - An Invitation to a Community of Practice (January Session)

Thursday, January 19, 2023 -
2:00pm to 3:30pm
Join us for the third, December session of the Leadership Transitions Funders Group's Community of Practice approach and be a part of the next phase of this work to build on our learning to create a community of practice for leadership transitions...

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