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In this interactive primer to the Financial Series, participants will get a peek into how a grantee assembles the financial statements and the stories they tell.

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Tools & Strategies

Format

Presentation

Webinar/Teleconference

Audience

All Funders

New Staff

Program Staff

Topic(s)

Finance & Asset Management

Nonprofit Financials

12 Mar 2026

Right-Sized Reporting: Gathering Essential Financial Information Without Overburdening Grantees

Thursday, March 12, 2026 -

10:00am to 12:00pm

This session moves beyond compliance to focus on practical, equitable approaches: how to request financial information that is meaningful, complementary, and reduces unnecessary burden. Through case studies and peer discussions, you...

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Tools & Strategies

Format

Breakout Discussion

Presentation

Webinar/Teleconference

Audience

All Funders

Topic(s)

Diversity, Equity and Inclusion

Nonprofit Financials

06 Apr 2017

Beyond the Headlines: A Conversation about Immigration and Immigrants

Thursday, April 6, 2017 -

9:00am to 10:30am

... the national conversation about immigration is playing out in communities around the country. Explore: What ...

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Format

Audience

Funding Area

Philanthropy Must Lead With Its Heart

Release Date:

02/19/2015

... with passion and commitment. Love means actively seeking out collaboration and partnership with others, rather than ... at work—greed and fear to name two. How can we put money out of its misery? We live in a...

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News type

Insights

Topic(s)

Philanthropic & Nonprofit Sectors

COVID-19 PNY Member Webinars

Publication date:

05/2020

... Program Director, Health and Behavioral Health, New York Community Trust Chai Jindasurat , Policy Director, ... efforts to share information with the broader PNY community . Presenters Emary Aronson , Chief Program ... President for Philanthropic Initiatives, T he New York Community Trust Marcella Tillett , Vice President - Programs ...

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Audio/Video Recording

Funding Area

Disaster Relief

WES Mariam Assefa Fund Announces New Grants to Support New York City Asylum Seekers

Release Date:

02/21/2023

... provide aid. In the 10 months since the crisis began, many community -based organizations have stepped up to address the ... meals, MetroCards, clothing, and shelter. Adama Bah , a community organizer, serves...

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Member News

Funding Area

Human Services

Immigration

Related Organizations

World Education Services / WES Mariam Assefa Fund

02 May 2013

Philanthropy in Emerging Markets: Russia as a Case Study

Thursday, May 2, 2013 -

3:00pm to 5:00pm

Whether you are an experienced funder in Russia or another “BRICS” country (or in any emerging-market country or the global south), or if you’re just starting to consider such grantmaking, make plans to join this exceptional panel of experts for a...

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Issue-Based

30 Jul 2013

What Small Nonprofits Need to Know About Health Insurance Under the Affordable Care Act

Tuesday, July 30, 2013 -

3:30pm to 4:30pm

Webinar

... Can your nonprofit continue its existing group plan? What resources are available for small nonprofit employers to ...

13 Nov 2014

Infographics: Make Sure Your Picture Doesn’t Actually Say a Thousand Words

Thursday, November 13, 2014 -

1:45pm to 5:00pm

These days the term “infographic” seems to be applied to just about any graphic with some numbers. But conveying complex ideas or information through visualization is an art form that more and more funders want to get right. This hands-on session...

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Event type

Professional Development

Format

Workshop

Audience

All Funders

Communications Staff

03 Feb 2015

Helping Grantees Work with Consultants: The Grantmaker's Role (Canceled)

Tuesday, February 3, 2015 -

2:00pm to 5:00pm

... services Managing the consultant relationship Additional resources Presenters Don Crocker , Chief Executive Officer, ...

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Format

Workshop

Audience

All Funders

Topic(s)

Grantmaking Strategy & Tools

05 Mar 2015

Helping Grantees Work with Consultants: The Grantmaker's Role

Thursday, March 5, 2015 -

2:00pm to 5:00pm

... services Managing the consultant relationship Additional resources Presenters Don Crocker , Chief Executive Officer, ...

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Format

Workshop

Audience

All Funders

Topic(s)

Grantmaking Strategy & Tools

Technical Assistance & Capacity Building

Location

New York City

21 May 2015

Program Related Investment: the Promise and Pitfalls

Thursday, May 21, 2015 -

3:00pm to 5:00pm

Despite all the talk about “program related” or “impact” investments most foundations stick to making plain old grants and given the choice most nonprofits would prefer grants as well.

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Format

Panel

Livestream

Audience

All Funders

Topic(s)

Finance & Asset Management

Impact Investing

Location

New York City

15 Jul 2015

LinkedIn Program Reprise! - Webinar

Wednesday, July 15, 2015 -

3:00pm to 4:00pm

Missed the webinar? View recording here. Optimize Your LinkedIn Profile will be offered again this summer as a webinar! LinkedIn is an incredible tool for job searching and networking, and very few people are using it to its fullest potential. But,...

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Event type

Professional Development

Format

Webinar/Teleconference

Audience

All Funders

Communications Staff

20 Oct 2015

More Than Giving: Theory of the Foundation

Tuesday, October 20, 2015 -

2:45pm to 5:00pm

We know that foundations are about more than their financial capacity. But, how do we frame the full scope of what a foundation is and does?

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Format

Livestream

Panel

Audience

All Funders

Topic(s)

Philanthropic & Nonprofit Sectors

Edna McConnell Clark and Others Launch $1B Initiative Providing Long-Term, Unrestricted Funding

Release Date:

02/02/2016

... youth. Private funders have worked together to marshal resources of this scale in areas such as global health and ...

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News type

Member News

Funding Area

Children, Youth and Families

Philanthropic & Nonprofit Sectors

Related Organizations

Blue Meridian Partners, Inc.

Do Funders Have the Right to See a Nonprofit’s Management Letter?

Release Date:

04/19/2016

Candice Meth, CPA, Partner in the Not-for-Profit Services Group of EisnerAmper LLP, says a financial statement audit is not designed to provide assurance.