HR & Operations

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 Sep 2023

***Postponed: Building A Coaching Practice With Your Teams: Purpose, Strategies, and Insights

Tuesday, September 12, 2023 -
10:00am to 12:00pm
With an increasing number of organizations using coaching to engage and motivate their staff during the employee lifecycle, what are some key considerations when building a coaching practice in our own organizations? Please join us for this...
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,...
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.
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...
15 Mar 2023

The State of Philanthropy Tech and Implications for Our Workplace

Wednesday, March 15, 2023 -
2:00pm to 3:30pm
How common is it for foundation staff to be back in the office? What platforms and tools are others using for remote and grantmaking? How can I leverage peer benchmarking to advocate change within my organization? Please join us in this interactive...
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...

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