Financials

Oct
16

Tri-State Community Foundation Webinar Series- Working with Difficult Wills And Trusts

Event
Wednesday, October 16, 2019 -
1:00pm to 2:30pm

Join us for this webinar to learn more about how to deal with difficult wills and trusts. Also featured will be best practices for working with professional advisors to ensure their client’s charitable wishes can be accomplished.

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Mar
22

Virtual Watch Party - 15th Annual Budget and Tax Briefing: Navigating the Challenges Ahead Together

Event
Thursday, March 22, 2018 -
11:15am to 12:15pm

Join Grantmakers of Western Pennsylvania to view the live web stream of Bob Greenstein's (President of the Center on Budget and Policy Priorities) annual budget and tax briefing.

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Feb
10

Assessing Grantees’ Financial Health and Long Term Sustainability: Nonprofit Financial Statement Analysis Training

Event
Wednesday, February 10, 2016 -
9:00am to 12:00pm

This workshop will focus on identifying key indicators of financial health as evidenced by grantees’ audited financial statements. It will provide grantmakers with the skills to understand their grantees' financial reality, with concepts and tools applicable to grantees across a range of missions and business models.

Using Predictive Analytics & Machine Learning to Improve Social Sector Outcomes

Resource
Publication date: 
01/2019

Using machine learning and big data from nonprofit IRS 990’s, foundation and other charitable giving, zip code level economic data, and population demographics, we can predict, among other things, which nonprofits will be financially healthy and why. Join us for a workshop with Pete York, evaluation expert and data scientist, who will share how these methods can help program officers, leaders and managers discover precisely what works, for whom and to use on-demand insights to achieve better outcomes. 

Resources for Nonprofit Financial Management

Resource
Publication date: 
01/2015

Organizations with strong financial management are better able to fulfill their missions and deliver high-quality services. With Fiscal Management Associates, a leading financial management consultant for nonprofits, we've created this library of resources to help your organization become "fiscally fit."

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Assessing Grantees’ Financial Health and Long Term Sustainability - Program Materials

Resource
Publication date: 
02/2014

This is the power point presentation from the program in Febuary 2014 - Assessing Grantees’ Financial Health and Long Term Sustainability. Hilda Polanco, Founder and Managing Director of FMA, a leading consulting firm dedicated to strengthening nonprofits led the workshop, focused on providing grantmakers with the skills to understand their grantees' financial reality.

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Economic Scenario Planning Toolkit

Knowledgebase
Publication date: 
05/2010

The Economic Scenario Planning (ESP) Model, or "Stress Test," allows community foundations to create five-year forecasts to answer questions such as: What will be the impact of different investment performance scenarios on asset levels? What amount of grantmaking can we expect in the next few years? What happens to our economics if donors behave in different ways?

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