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The Whole Story: Financial Analysis for Grantmakers

April 20 @ 12:30 pmApril 21 @ 4:30 pm EDT

The Whole Story: Financial Analysis for Grantmakers

A two-day course providing valuable tools and insights to help improve your funding decisions

Financial Analysis for Grantmakers takes you on a deep dive to explore grant proposal financial review and analysis fundamentals, including organization and project budgets, financial statements, audits, and the IRS Form 990/990EZ.

This 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 course 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.

Individual Registration:  $750
Group Registration:  $720 per participant
TGS Alumni:  $720
(use promo code TGSALUM30)

Instructors: Caitlin Duffy & Randy Van Antwerp
Format: Virtual
Deadline to Register: April 6

 


Meeting Dates & Times

This course takes place over two days. Participants will meet virtually on Wednesday, April 20, from 12:30–4:30 p.m. and again on Thursday, April 21, from 12:30–4:30 p.m. (ET). This course is a live, interactive experience. It will not be recorded or made available to registrants after the end of the live session.

Day One:

  • Applying an equity lens to financial analysis
  • Overview of financial analysis; proposal vs. budget
  • Interpreting key financial statements

Day Two:

  • Unpacking financial audits & reviews
  • Exploring the IRS 990/990 EZ
  • 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 tgs@gvsu.edu 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 offering. Refund requests for any other reason must be made at least two weeks prior to the start of the course.

Photo of Caitlin Duffy
Caitlin Duffy, M.A., serves as First Vice President of Philanthropy Banking for Amalgamated Bank, a national socially responsible bank and the largest B Corporation bank in the US. Building on a decade of experience in the nonprofit sector, Caitlin leads strategy and relationship management for philanthropic organizations, supporting mission alignment across clients’ banking, lending, and investment needs. Prior to joining the Bank in 2019, Caitlin worked with the National Committee for Responsive Philanthropy in progressive leadership roles in research, programming, and engagement. She has served on the board of the Diverse City Fund, a community-led grantmaking fund in Washington, DC, and on the steering committee for the D.C. chapter of Emerging Practitioners in Philanthropy. She was a 2015 Next Gen Fellow with Exponent Philanthropy and is a 2021-2022 Fellow with the Just Economy Institute. Learn more about Caitlin.

Photo: Randy Van Antwerp
Randy Van Antwerp, M.B.A., CPA, is the chief finance and operations officer for the Council of Michigan Foundations (CMF). He supports CMF’s Board of Trustees in the financial stewardship of the organization and serves as a thought partner and advisor to its members. He also works closely with the leadership team to advance the strategic framework with an eye toward optimizations and efficiencies as CMF supports the community of philanthropy. Learn more about Randy.

Details

Start:
April 20 @ 12:30 pm EDT
End:
April 21 @ 4:30 pm EDT
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Venue

Online