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Financial Analysis 201: Assessing Nonprofit Financial Health

Wednesday, August 13, 2014 -
9:30am to 12:00pm PDT
Northern California Grantmakers Office
160 Spear Street, Suite 360, San Francisco, CA
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For grantmakers, knowing how to evaluate a grantee's current financial health is more important than ever. Given today's competitive operating environment, it is imperative that a grantmaker has a comprehensive picture of a grantee's financial performance to better assist in times of a grantee's growth or crisis phase.

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. But 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 is pleased to offer, two sessions of its wildly popular Financial Analysis 201 workshop from our Financial Analysis for Grantmaker Series. These half-day sessions—in San Francisco and Mountain View—will provide grantmakers with the tools to better 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.

Target Audience

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

Who Can Participate

This program is free and open to NCG members only.


David Greco [bio forthcoming]

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