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21 Feb 2019

Financial Series: Intro to Financial Statements

Thursday, February 21, 2019 -

9:00am to 11:00am

In this Primer to the Financial Series, participants will get a peek into how a grantee assembles the financial statements and the stories they tell. It is a broad overview for all newcomers who must work with nonprofit organizations’ financial...

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07 Mar 2019

Financial Series: What to Look for in a Nonprofit’s Financial Statement

Thursday, March 7, 2019 -

9:00am to 12:00pm

Learn how to analyze and evaluate nonprofit financial statements and know what questions to raise for further analysis. Walk through a set of sample financial statements, focusing on definitions and relationships of numbers. What are some “red flags...

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21 Mar 2019

Financial Series: Looking at the 990 Part I (March 14) and Part II (March 21)

Thursday, March 21, 2019 -

9:00am to 12:00pm

The IRS Form 990 is used by funders as a tool to track and scrutinize the finances, governance and accomplishments of grant applicants and recipients.

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28 Mar 2019

Financial Series: Using Financial Statements Together with IRS Form 990 to Understand Your Potential Grantees

Thursday, March 28, 2019 -

9:00am to 12:00pm

Financial statements and an organization’s 990 each tell a story. Using the two financial documents together can yield so much more information than the financial status of the organization.

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04 Apr 2019

Financial Series: Getting the Financial Information You Need Without Overburdening Grantees

Thursday, April 4, 2019 -

9:00am to 11:00am

You now know what you can learn about grantees through the Form 990’s and Financial Statements. What more do you need from them to understand their financial situations? What’s useful to you and not too much to ask from grantees?

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11 Apr 2019

Financial Series: The IRS Form 990 as a Tool for Understanding Organizational Capacity

Thursday, April 11, 2019 -

9:00am to 12:00pm

Nonprofit organizations face increasing challenges in today’s operating environment. In order to better understand the realities facing nonprofits and make sound funding decisions, grantmakers must have a firm grasp of the story told by the numbers...

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International/Foreign Affairs

Annual Meeting Program Booklet - "Global Perspectives, Universal Connections"

Publication date:

06/2015

Our Annual Meeting Program Booklet has the full program of events and speaker bios.

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Program Presentation

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Community Development

13 Nov 2020

Philanthropy 101: Foundation Governance and Legal Issues

Friday, November 13, 2020 -

10:00am to 12:00pm

What makes up the leadership and governance of a foundation? What are the legal dos and don'ts? What role do trustees play? Join us as we review the ethics and legal guidelines of a foundation.

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Legal Issues

23 Oct 2020

Philanthropy 101: So You're Working for a Foundation... Power and Your New Community

Friday, October 23, 2020 -

10:00am to 12:00pm

So you are working for a foundation. While the other parts of this series provide an overview of the history of philanthropy, a foundation's leadership and governance, a high-level overview of grantmaking at foundations, and the philanthropic topics...

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11 Dec 2020

Philanthropy 101: The Great Debates in Philanthropy

Friday, December 11, 2020 -

10:00am to 12:00pm

Join Philanthropy New York as we pit seasoned philanthropists, one-on-one, in robust debates around the philanthropic topics of the century. From general operating grants vs. restricted grants, to debate on the increase of foundation minumum payout...

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19 Apr 2023

Demystifying Trust-Based Philanthropy Part 1 of 6 - Does Trust-Based Philanthropy Mean Unconditional Trust?

Wednesday, April 19, 2023 -

3:00pm to 5:00pm

In this first out of six part webinar series, we will clarify the misperception that trust-based philanthropy means unconditional trust, identify strategies for cultivating and maintaining trust, and ways to work through challenging moments when...

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11 May 2023

Demystifying Trust-Based Philanthropy Part 2 of 6 - Does Unrestricted Funding Automatically Make a Funder Trust-Based?

Thursday, May 11, 2023 -

3:00pm to 5:00pm

During the second session, we will distinguish the difference between unrestricted funding that is deployed in a trust-based way and what it looks like when it's not, and identifying strategies for aligning trust-based values with the way grants are...

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31 May 2023

Demystifying Trust-Based Philanthropy Part 3 of 6 - How Do We Approach Risk and Due Diligence in Trust-Based Philanthropy?

Wednesday, May 31, 2023 -

3:00pm to 5:00pm

The Program Trust-based philanthropy is a philosophy and approach rooted in values of relationship-building, mutual learning, and systemic equity – with a vision of advancing a healthier and more impactful nonprofit sector. In partnership with the...

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14 Jun 2023

Demystifying Trust-Based Philanthropy Part 4 of 6 - What Does Grantee Accountability Look Like in Trust-Based Philanthropy?

Wednesday, June 14, 2023 -

3:00pm to 5:00pm

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Evaluation

12 Jul 2023

Demystifying Trust-Based Philanthropy Part 5 of 6 - What Does Evaluation Look Like in a Trust-Based Context?

Wednesday, July 12, 2023 -

3:00pm to 5:00pm

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Evaluation

02 Aug 2023

Demystifying Trust-Based Philanthropy Part 6 of 6 - What Does Trust-Based Philanthropy Have to Do With Racial Equity?

Wednesday, August 2, 2023 -

3:00pm to 5:00pm

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29 Mar 2019

Applied Finance Part 2 of 2: Charting a Course Toward Financial Resilience - Building the Planning Muscle

Friday, March 29, 2019 -

9:00am to 12:00pm

In uncertain times, it’s important for nonprofit organizations to plan for contingencies and anticipate both short- and long-term needs. Financial planning, which ranges from annual budgeting to multi-year projections, is about connecting...

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