Financial Analysis in Grantmaking
May 28 @ 8:30 AM – May 29 @ 12:15 PM EDT
Presented by The Grantmaking School
This two-part course will take place online, Thursday, May 28 and Friday, May 29 from 8:30 a.m. to 12:15 p.m. each day.
Most grantmakers are hired for their program knowledge and expertise. Yet it is impossible to separate the role of money from programmatic success. Excellence in grantmaking is not limited to program knowledge. It requires a comprehensive understanding of nonprofit organizations, including their financial statements, budgets, reserves, policies, and processes for resource management. We know that financial issues impact programmatic results.
As a part of routine due diligence, many grantmaking organizations conduct a financial review after the programmatic review. We strongly believe only the assigned program officer has the ability to understand fully the context, implications, and impact of financial issues upon the success of any grant. In response, we created Financial Analysis in Grantmaking.
This course does not attempt to transform program officers into financial professionals. Instead, our intent is to provide grantmakers with the necessary knowledge and skills to conduct a thorough and effective analysis of organizational and programmatic financial information to improve funding decisions.
Key concepts include:
- Creating a culture of comprehensive financial analysis
- The relationship of financial condition to effective grantmaking
- Fundamentals of financial review and analysis
- Financial audits and the IRS Form 990
- Connecting grant budgets to funded program activities
- Process for conducting a financial analysis
- Financial accountability in the post-grant process
Instructors: Julie Couturier, C.P.A., and Jason Paulateer, M.B.A.
Individual Registration: $595
TGS Alumni: $565 (use promo code TGSALUM)
Group Registrations: $565 per participant
Deadline to register: Friday, May 15