Financial Analysis For Grantmakers Series

After three years, NCG is thrilled that our wildly popular Financial Analysis Series for Grantmakers is has gone statewide.

This year NCG is pleased to partner with San Diego Grantmakers and Southern California Grantmakers to present a joint series of financial analysis workshops for grantmakers across the state interested in developing and honing their financial literacy skills.

Nonprofit Finance Fund (NFF) Vice President of the Western Division David Greco will again facilitate and oversee the workshops in this series. David brings a range of expertise in building the capacity of nonprofits, and is a recognized expert in delivering workshops to the philanthropic community.

For 2013 we've refined our workshop offerings based on last year's success and member interest. These redesigned workshops offer grantmakers the opportunity to have hands-on training in a progressive set of classes.

• About The Series
• Workshops In Series
• Series Schedule
• Who Can Participate
• Cost
• Series Sponsor
• About This Series Partnership

About The Series

By aligning grant dollars to the financial and business needs of nonprofit organizations, grantmakers can better support nonprofit financial sustainability and leverage their limited resources to achieve better and more results. However, in order to do so, it is critical that grantmakers have the ability to assess the financial health and condition of the organizations they support.

Northern California Grantmakers, in partnership with San Diego Grantmakers and Southern California Grantmakers, is pleased to announce a statewide financial analysis series presented in partnership with Nonprofit Finance Fund that will sharpen the financial assessment skills of grantmakers at all professional levels.

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Workshops In Series

Financial Analysis 101: Nonprofit Financial Basics (Webinar Series)
This webinar series includes three one-hour sessions designed to increase the comfort level of grantmakers in reading and interpreting nonprofit financial statements.

• May 9th | Part I: Assessing Operating Performance (Statement of Activities)
• May 16 | Part II: Ability to Handle Risk and Pursue Opportunity (Statement of Financial Position)
• May 23 | Part III: Budgets, IRS Form 990's and Internal Financials

Who should participate? Grantmakers for whom financial due diligence is a component (or desired component) of the grantmaking process and who are either new to assessing nonprofit financial data or would like a refresher on some of the fundamental principles of finance in the nonprofit sector.

Financial Analysis 201: Assessing Nonprofit Financial Health
This half-day, in-person session will provide grantmakers with the tools to understand nonprofit financial health, specifically:

• Understanding the challenges of nonprofit finance, especially in uncertain economic times;
• Asking the right questions and using assessment tools for engaging grantees in discussions about financial management challenges; and
• Discussing a framework to structure support for long-term sustainability and impact.

Who should participate? Grantmakers who currently have a working knowledge of reviewing nonprofit financial data and are looking to increase their understanding of nonprofit financial health.

Workshop Dates
Financial Analysis 201 will be offered twice:

• June 26th: Register Now! >>
• October 23rd: Register Now!>>

Scaling Impact Beyond the Dollars
Funders, donors and nonprofits are thinking about new and innovative ways to increase funding to support programs and organizations that contribute to healthy, vibrant communities. This lively, half-day session will bring together senior-level staff, who influence the grantmaking strategies and priorities of their foundations, to discuss and learn about ways to think beyond the grant and scale impact. In an interactive exchange, participants will:

• Learn why funders are taking a second look at tools such as mission-related and program-related investments;
• Discuss the pros and cons of new social enterprise and business models that can leverage the power of the for-profit marketplace for social good; and
• Learn how to navigate the field of impact investing, including social impact bonds.

Workshop Date
Scaling Impact Beyond The Dollars will be offered once:

• October 9th: Register Now! >>

Who should participate? Senior program and foundation staff who influence the grantmaking strategies and priorities of their foundations.

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Statewide Series Schedule

Online
Financial Analysis 101: Nonprofit
Financial Basics (Webinar Series)
May 9th
May 16th
May 23rd

Northern California
Financial Analysis 201: Assessing
Nonprofit Financial Health
June 26th
October 23rd
 
Scaling Impact Beyond the Dollars
October 9th
 
San Diego
Financial Analysis 201: Assessing
Nonprofit Financial Health
Date to be announced

Southern California
Financial Analysis 201: Assessing
Nonprofit Financial Health
April 17th
September 23rd
 
Scaling Impact Beyond the Dollars
September 11th

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Who Can Participate

Please note this is a funder-only series.

This series is free and open to members of Northern California Grantmakers, San Diego Grantmakers and Southern California Grantmakers. Interested non-member funders can particiapte for a fee.

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Cost

NCG, SCG & SDG Members: Free

Non-member Funders: Non-member funders must pay a fee for the 3-part webinar series and individual workshops. Please review the cost and registration information on the individual workshop's event page.

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Series Sponsor

This series is generously sponsored by the Bank of American Charitable Foundation.

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About This Series Partnership

The 2013 Financial Analysis Series for Grantmakers is a statewide pilot collaboration between NCG, SDG, SCG to increase the effectiveness of grantmakers across California.

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