This popular professional development series is a set of perennial programs at Philanthropy New York that help funders understand how to assess organizational health through financial analysis. Designed for philanthropy professionals in any role, from trustee to staff, these interactive offerings help funders build their skills to analyze grantee financial documents. What’s more, they help funders consider the role of financial review in the grantmaking process, and how to make that most useful to their funding institutions, as well as to their grantees.
Members can benefit from taking the entire set of six fundamental programs - particularly those seeking a primer/refresher first before diving deep into additional topics.
Other members may choose to just participate in the four-part mini series on how to analyze and evaluate grantee IRS Form 990’s and financial statements (these must be taken together).
WHAT'S NEW? This year, we will be adding a three-part Applied Financial Analysis for Program Officers series, for grantmakers who are comfortable in nonprofit financials and ready to engage with peers about financial resilience and financial planning (these must be taken together). Stay tuned for more information soon.
We hope you’ll join us for any and all of this series!
2020 Financial Series
Fundamentals to Financials
- February 27 – Intro to Financial Statements (Snow Day: March 2)
- March 5 – What to Look for in a Nonprofit’s Financial Statement (Snow Day: March 9)
- March 12 – Looking at the 990 Part 1 of 2* (Snow Day: March 16)
- March 19 – Looking at the 990 Part 2 of 2* (Snow Day: March 23)
- March 26 – Using Financial Statements Together with IRS Form 990 to Understand Your Potential Grantees (Snow Day: March 30)
- April 9 – Getting the Financial Information You Need Without Overburdening Grantees (Snow Day: April 13)
Applied Financial Analysis for Program Officers (these must be taken together; stay tuned for more information in the Fall)
- March 20 - Applied Financial Analysis for Program Officers Part 1
- April 3 - Applied Financial Analysis for Program Officers Part 2
- May 1 - Applied Financial Analysis for Program Officers Part 3
For any questions, comments, and/or recommendations, please contact Kathryn O'Neal-Dunham, Chief Operating Officer.