The Program
During this session, we will focus on a participatory discussion on revising language, practice, and purpose for an increasingly values-aligned and grantee-centered process. Grantmakers can often articulate resonant, relevant values that guide their grantmaking practices, but then struggle to incorporate those same values within their framework for financial due diligence. Incorporating considerations for equity, this session will explore building an approach to assessing a grantee’s financial health that is values-aligned, encourages more nuanced conversations between Grantmakers and grantees, and strengthens relationships.
What will you learn?
In this session, participants can expect to:
- Unpack the purposes of financial due diligence, with an eye toward a grantee-centered and trust-based approach
- Approach the dialogue around a grantee’s financial health from a place of learning and support
- Deepen your fluency in financial management concepts to support more effective communication with grantees
- Explore how your organization’s values are reflected in your financial review practices
Speaker
- Hilda Polanco, Market Managing Principal, BDO Nonprofit & Grantmaker Advisory
Who should attend?
All interested funders in grantmaking roles. Funders with less than two years of experience in the field – program-officers, CEOs, and other staff, as well as trustees. It is also recommended for experienced grantmakers seeking a refresher or a more values-aligned approach to assessing nonprofit financial due diligence.
Registration
In - Person Session: 9:30 AM to 12:30 PM
Location: PNY Office, located at 320 East 43rd Street, 10017 NY
Registration is required by Monday, April 7 by noon.
Members: To register yourself and/or a colleague at your organization, please log in and click the “Register Now” link above. (No fee.)
Please email register@philanthropynewyork.org with any questions.