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 seven 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've added a two-part workshop series on Applied Finance, 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).
We hope you’ll join us for any and all of this series!
2019 Financial Series
Fundamentals to Financials
- February 21 – Intro to Financial Statements
- March 7 – What to Look for in a Nonprofit’s Financial Statement (Snow Day: March 11)
- March 14 – Looking at the 990 Part 1 of 2* (Snow Day: March 18)
- March 21 – Looking at the 990 Part 2 of 2* (Snow Day: March 25)
- March 28 – Using Financial Statements Together with IRS Form 990 to Understand Your Potential Grantees (Snow Day: April 1)
- April 4 – Getting the Financial Information You Need Without Overburdening Grantees
- April 11 - The IRS Form 990 as a Tool for Understanding Organizational Capacity
- March 8 - Grantee Financial Resilience for Nonprofits - A Framework
- March 29 - Charting a Course Toward Financial Resilience - Building the Planning Muscle
For any questions, comments, and/or recommendations, please contact Kathryn O'Neal-Dunham, Chief Operating Officer.