HR & Operations

20 Jun 2017

Foundation Administrators Network Meeting: Tools and Principles to Consider When Enhancing Institutional Diversity, Equity and Inclusion Practices

Tuesday, June 20, 2017 -
8:45am to 11:00am
Human Resources professionals have a critical role to play in developing and executing diversity, equity, and inclusion (DEI) strategies within their organizations. In many organizations, conversations relating to DEI initiatives have intensified...
19 Apr 2017

Legal Series - Self-Dealing and Conflicts of Interest (Family Foundations & Family Offices)

Wednesday, April 19, 2017 -
3:00pm to 5:00pm
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.
30 Mar 2017

Financial Series - The IRS Form 990 as a Tool for Understanding Organizational Capacity

Thursday, March 30, 2017 -
9:00am to 11:00am
Nonprofit organizations face increasing challenges in today’s operating environment. In order to better understand the realities facing nonprofits and make sound funding decisions, grantmakers must have a firm grasp of the story told by the numbers...
23 Mar 2017

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

Thursday, March 23, 2017 -
9:00am to 11:00am
Experienced grantmakers often use two financial documents to review potential and current grantees: financial statements and IRS Form 990. But how do the two documents differ and how can they best be used together to interpret the financial status...
21 Mar 2017

Foundation Administrators Network Meeting: Managing Difficult Workplace Conversations

Tuesday, March 21, 2017 -
9:00am to 10:30am
Handling difficult conversations with colleagues can be one of the most challenging leadership skills. While many of us avoid them, difficult conversations are inescapable and often arise in routine interaction with colleagues e.g. when delivering...
09 Mar 2017

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

Thursday, March 9, 2017 -
9:00am to 10:30am
The IRS Form 990 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 sector. What information can be...
08 Mar 2017

Achieving Equity…How Exactly?

Wednesday, March 8, 2017 -
9:00am to 11:30am
The idea of incorporating equity in philanthropy is gaining traction in the field. The reasons why may be obvious – from longstanding commitments to helping those most marginalized to recent electoral outcomes. But the how of embracing equity can...
02 Mar 2017

Financial Series - What to Look for in a Nonprofit’s Financial Statement

Thursday, March 2, 2017 -
9:00am to 11:00am
Learn how to analyze and evaluate nonprofit financial statements and know what questions to raise for further analysis. Walk through a set of sample financial statements, focusing on definitions and relationships of numbers. What are some “red flags...
15 Feb 2017

Financial Series: Intro to Financial Statements

Wednesday, February 15, 2017 -
9:00am to 11:30am
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...

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