The Program
A participatory discussion on revising language, practice, and purpose for an increasingly values-aligned and grantee-centered process
In a changed funding and operating landscape, many nonprofits are facing the need to recalibrate their business models and plan for previously unexpected scenarios. In this session, we’ll discuss critical issues for nonprofits in an era of shifting revenue models, as well as what supports organizations may need as they navigate ongoing challenges and work to preserve their missions. Incorporating considerations for equity, we will also 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:
• Discuss strategies to support grantees facing business model stress, with a focus on the sustainability of the mission
• 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 fluency in financial management concepts to support more effective communication with grantees
Speakers
- Hilda Polanco, Practice Leader, 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 Friday, March 13 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.