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15 Jun 2023

Bridging Practice to Lead Forward - An Invitation from the Leadership Transitions Funders Group

Thursday, June 15, 2023 -
2:00pm to 3:30pm
Over the course of a year, Philanthropy New York's Leadership Transitions Funders Group has engaged a group of NYC-based funders in building a community of practice. The goal has been to strengthen funder practices around supporting nonprofits going...
24 Mar 2023

2023 Applied Financial Analysis for Program Officers: A Three-Part Series

Friday, March 24, 2023 - 10:00am to Tuesday, April 11, 2023 - 12:00pm
The Program What does it take for a nonprofit to move from surviving to thriving? How will nonprofits respond to the impact of COVID-19? What kind of support can funders provide to meaningfully shift the trajectory of an organization? Financially...
14 Feb 2023

Financial Series: Introduction to Financial Statements

Tuesday, February 14, 2023 -
10:00am to 12:00pm
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...
09 Mar 2023

Financial Series: Looking at the 990 Part I (March 9) and Part II (March 16)

Thursday, March 9, 2023 -
10:00am to 12:00pm
This session will focus on the IRS Form 990, which is used by funders as a tool to track and scrutinize the finances, governance, and accomplishments of grant applicants and recipients. The form creates a level playing field for an otherwise diverse...
16 Mar 2023

Financial Series: Looking at the 990 Part I (March 9) and Part II (March 16)

Thursday, March 16, 2023 -
10:00am to 12:00pm
This session will focus on the IRS Form 990, which is used by funders as a tool to track and scrutinize the finances, governance, and accomplishments of grant applicants and recipients. The form creates a level playing field for an otherwise diverse...
23 Mar 2023

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

Thursday, March 23, 2023 -
10:00am to 12:00pm
Financial statements and an organization’s 990 each tell a story. This session will show how using the two financial documents together can yield so much more information than the financial status of the organization.
30 Mar 2023

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

Thursday, March 30, 2023 -
10:00am to 12:00pm
In this interactive wrap-up to the Financial Series, participants will step into the shoes of grantees, providing a new perspective on financial due diligence. Join us to explore what can be gleaned from internal financial reports, such as budgets,...
13 Jun 2023

Three Years Later, Funding Social Movements Matters More Than Ever (Two-Part Series: May 9 and June 13)

Tuesday, June 13, 2023 -
2:00pm to 3:30pm
During the 2020 uprisings against anti-Black racism and amidst a global pandemic, every sector in the United States, including philanthropy, condemned systemic injustice and committed to implementing more equitable policies and practices within...
17 May 2023

What Does It Mean to Be Black-Led? - Going Beyond Demographics

Wednesday, May 17, 2023 -
3:00pm to 4:30pm
Despite the recent uptick in organizations committing to centering DEI (diversity, equity, and inclusion) in the workplace, many DEI initiatives rely too heavily on performative measures, such as ad-hoc committees and/or tokenistic representation in...
13 Mar 2024

2024 Financial Series: What to Look for in a Nonprofit's Financial Statement

Wednesday, March 13, 2024 -
10:00am to 12:00pm
The Program In this session, learn how to analyze and evaluate nonprofit financial statements and know what questions to raise for further analysis. Walkthrough a set of sample financial statements, focusing on definitions and relationships of...
04 Apr 2024

2024 Financial Series: Getting the Financial Information You Need Without Overburdening Grantees

Thursday, April 4, 2024 -
10:00am to 12:00pm
In this interactive wrap-up to the Financial Series, participants will step into the shoes of grantees, providing a new perspective on financial due diligence. Join us to explore what can be gleaned from internal financial reports, such as budgets,...
18 Apr 2024

2024 Applied Financial Analysis for Program Officers: Two-Part Series

Thursday, April 18, 2024 -
10:00am to 12:00pm
In this two-part series, we aim to confirm and build participants’ knowledge of core nonprofit financial health concepts as well as explore how best to engage with nonprofit organizations throughout the grantmaking cycle. We will...

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