Finance & Asset Management

06 Nov 2019

Legal Series - Within the Law and Outside the Box (TBD)

Wednesday, November 6, 2019 -
3:00pm to 5:00pm
This program is a part of the Legal Series from our PNY Core : November 6 – Legal Series - Within the Law and Outside the Box (Series Launch) Stay tuned for more to follow! Many foundations support incredible work through their grantmaking. But the...
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...
08 Mar 2019

Applied Finance Part 1 of 2: Grantee Financial Resilience for Nonprofits - A Framework

Friday, March 8, 2019 -
9:00am to 12:00pm
What does it take for a nonprofit to move from surviving to thriving? And, what kind of support can funders provide to meaningfully shift the trajectory of an organization? Financially resilient grantees are able to successfully navigate current...
30 May 2018

Equity and Asset Management – Why It’s About Dollars and Sense

Wednesday, May 30, 2018 -
9:00am to 12:00pm
Many funders say racial and gender equity strengthens their grantmaking and aligns perfectly with their philanthropic mission. Thus, more foundations are interested in assessing the equitability of their operational practice.
23 May 2018

Social Impact Exchange: 2018 Conference on Scaling Impact Together

Wednesday, May 23, 2018 - 8:30am to Thursday, May 24, 2018 - 2:45pm
The Social Impact Exchange 2018 conference theme is How Philanthropy Can Help Lead an Era of Cross-Sector Collaboration . Responding to the urgent need for cross-sector collaboration for exponential impact, this year’s convening...
25 Apr 2018

Investing in Workplace Financial Wellness: Help for Lower-Income Employees - A Webinar

Wednesday, April 25, 2018 -
1:00pm to 2:00pm
Workplace financial wellness programs are seen as a win-win for employers and employees. They help employees to create economic stability while contributing to employee satisfaction and an employer’s bottom line. How can philanthropy support and...
11 Apr 2018

Moving Beyond Financial Education: A Grantmaker's Guide to Investing in Impactful Financial Capability Programs - Webinar

Wednesday, April 11, 2018 -
1:00pm to 2:00pm
For decades, we believed in Francis Bacon's declaration that "knowledge is power" when it comes to increasing financial health. Now we have ample evidence that financial education alone is not powerful enough to change behavior. So, what works?
06 Mar 2018

Legal Series - Self-Dealing (Family Foundations & Family Offices)

Tuesday, March 6, 2018 -
9:00am to 11:00am
The self-dealing, conflict of interest and related party transaction rules for private foundations are among the most complex and important considerations in foundation operations and governance.
09 Aug 2017

Strengthening Your CSR Impact Story with a Program Outcomes Framework - A Webinar Hosted by TCC Group

Wednesday, August 9, 2017 -
12:30pm to 1:30pm
Companies are tackling numerous issues through their corporate citizenship programs, and they often struggle to tell a coherent CSR Impact story about their achievements. In many cases, that story is even more difficult to communicate due to unclear...

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