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).
This year, we will continue 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).
We hope you’ll join us for any and all of this series!
Fundamentals to Financials
- February 25 – Intro to Financial Statements
- March 4 – What to Look for in a Nonprofit’s Financial Statement
- March 11 – Looking at the 990 Part 1 of 2*
- March 18 – Looking at the 990 Part 2 of 2*
- March 25 – Using Financial Statements Together with IRS Form 990 to Understand Your Potential Grantees
- April 1 – Getting the Financial Information You Need Without Overburdening Grantees
Applied Financial Analysis for Program Officers (these must be taken together)
- March 26, April 9, April 23 - Applied Financial Analysis for Program Officers
For any questions, comments, and/or recommendations, please contact Kathryn O'Neal-Dunham, Chief Operating Officer.
PNY Members: Log in to access the available recordings of the 2020 Financial Series.