Finance & Asset Management

10 Apr 2025

2025 Financial Series: Reframing Financial Due Diligence

Thursday, April 10, 2025 -
10:00am to 12:00pm
The Program During this session, we will focus on a participatory discussion on revising language, practice, and purpose for an increasingly values-aligned and grantee-centered process. Grantmakers can often articulate resonant, relevant values that...
14 Nov 2024

Foundation Financial Managers Group - November Meeting 2024

Thursday, November 14, 2024 -
9:00am to 10:30am
Group: Foundation Financial Managers Group The Foundation Financial Managers Group is comprised of executives, officers and senior financial managers of private and community foundations in the tri-state (New York, New Jersey and Connecticut) area...
12 Jun 2024

Comprehensive Review of Form 990-PF and Avoiding Common Pitfalls - A Workshop Hosted by PKF O'Connor Davies

Wednesday, June 12, 2024 -
11:30am to 2:00pm
Join us to gain valuable insights into navigating and understanding this annual filing. Our industry specialists will provide a comprehensive page-by-page walk-through of the Form, explain what self-dealing is and how to avoid it, identify common...
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...
08 Nov 2023

Foundation Financial Managers Group - November Meeting

Wednesday, November 8, 2023 -
3:30pm to 5:00pm
Group: Foundation Financial Managers Group The Foundation Financial Managers Group is comprised of executives, officers and senior financial managers of private and community foundations in the tri-state (New York, New Jersey and Connecticut) area...
02 Nov 2023

Acknowledging Inflation in our Grantmaking Practice - for CEOs, CFOs, and Trustees

Thursday, November 2, 2023 -
10:00am to 11:30am
While inflation has always existed, the accelerated pace of recent price increases highlighted how the "purchasing power" of a grant can drastically reduce over time: a $50,000 grant in the year 2000 is very different from what the same amount can...
01 Nov 2023

Shifting to Build More Equitable Practices - From Grantmaking to Evaluation to Vendor Relationships

Wednesday, November 1, 2023 -
2:00pm to 3:30pm
The act of shifting philanthropic practices resides across your entire organization. Join a panel of your peers who have been able to shift their way of working in order to build something new or open up a new possibility in their work. From...
12 Oct 2023

Baby Bonds: Leveraging Systemic Change Through Philanthropy, Government and Community Partnerships - A Webinar Hosted by Asset Funders Network

Thursday, October 12, 2023 -
1:00pm to 2:00pm
Please join Asset Funders Network to learn from leaders in developing and supporting Baby Bonds to share the story of how targeted investments by philanthropy and policy leaders led to the passage of Baby Bonds in Connecticut and provide a blueprint...
27 Jul 2023

Foundation Financial Managers Group - July Meeting

Thursday, July 27, 2023 -
9:30am to 11:00am
Group: Foundation Financial Managers Group The Foundation Financial Managers Group is comprised of executives, officers and senior financial managers of private and community foundations in the tri-state (New York, New Jersey and Connecticut) area...

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