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Financial Analysis for Grantmakers
March 1 @ 12:30 pm–4:30 pm EST
A two-day course providing valuable tools and insights for reading nonprofit financials
Financial Analysis for Grantmakers takes you on a deep dive to explore the fundamentals of grant proposal financial review and analysis, including organization and project budgets, financial statements, audits, and the IRS Form 990/990EZ.
This two-day course is grounded in understanding and practicing financial analysis through an equity lens. Throughout each stage of the due diligence process, participants work together to analyze and interpret data relevant to a real-life proposal and arrive at a decision to recommend funding (or not).
This robust training provides grantmakers of any experience level with valuable tools and insights to facilitate funding decisions. Course content is consistently updated to account for changes in FASB regulations and the financial implications of current events.
Join us to learn how you can integrate key financial information and equity practices to improve funding decisions.
Group Rate (4+ persons from the same organization): $720 per person
TGS Alumni: $720
(use promo code TGSALUM30)
Deadline to Register: Feb. 15, 2023
Meeting Dates & Times
This course takes place over two days. Participants will meet virtually on Wednesday, March 1 from 12:30–4:30 p.m. and again on Thursday, March 2 from 12:30–4:30 p.m. (ET). This course will NOT be recorded or made available to registrants after the end of the live sessions.
- Applying an equity lens to financial analysis
- Overview of financial analysis; proposal vs. budget
- Interpreting key financial statements
- Unpacking financial audits & reviews
- Exploring the IRS 990/990EZ
- Using ratios as a tool
- Making the decision to fund (or not)
Who should attend this course?
This course is intended for foundation staff, donors, and others engaged in grantmaking. If you do not fit this profile but are interested in attending, please email firstname.lastname@example.org before registering.
Cancellation & Refund Policy
This course may be subject to cancellation if it does not reach the minimum number of registrants. In the event of a cancellation, you will be notified at least two weeks before the course start date and will be offered a full refund or the option to transfer your registration to another Johnson Center course. Refund requests for any other reason must be made at least two weeks prior to the start of the course.