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Finance

07 Apr 2021

Spring Ahead: New Regulations, Relief Initiatives, and Other Updates for Tax-Exempt Organizations

Areas of Focus 
Leadership, Culture and Community
April 7, 2021 -
10:00am to 11:30am
Join Southern California Grantmakers in partnership with Moss Adams for an informative conversation that explores important tax updates from the US Department of the Treasury, Congress, and the IRS regarding implications for tax-exempt organizations...
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Event type 
Briefing Webinar
Topic(s) 
Finance
Funding Area 
Populations & Communities
Geographic Location 
Statewide
Areas of Focus 
Leadership, Culture and Community
28 Oct 2020

How to Keep Form 990 Consistent with Your Financial Statements

Areas of Focus 
Regional Vibrancy and Sustainability
October 28, 2020 -
12:00pm to 1:00pm
Webcast
Do your audited financial statements and Form 990 tell a consistent story about your organization? Where might they differ and why? During this webcast, we’ll compare and contrast some potential differences to help you understand how to complete the...
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Event type 
Briefing Webinar
Topic(s) 
Finance
Funding Area 
Economic & Community Development
Areas of Focus 
Regional Vibrancy and Sustainability
05 Jun 2018

Crafting the Grant for the Long-term

June 5, 2018 -
9:30am to 12:30pm
Northern California Grantmakers
What does it take for a nonprofit to move from surviving to thriving? And, what kind of support can funders provide to meaningfully shift the trajectory of an organization? To most effectively deploy game-changing grants (capacity, operating, and...
03 May 2018

Resources for Financial Resilience: Human and Financial Capital

Areas of Focus 
Leadership, Culture and Community
May 3, 2018 -
9:30am to 12:30pm
Northern California Grantmakers
A nonprofit with adequate financial resources not only raises enough revenue to cover core operating expenses, but also maintains funds in reserve to buffer the organization against future uncertainty. In this session, we will explore the importance...
28 Feb 2018

Charting a Course Toward Financial Resilience: Building the Planning Muscle

Areas of Focus 
Leadership, Culture and Community
February 28, 2018 -
9:30am to 12:30pm
Northern California Grantmakers
In uncertain times, it’s important for nonprofit organizations to plan for contingencies and anticipate both short- and long-term needs. Financial planning, which ranges from annual budgeting to multi-year projections, is about connecting...
01 Feb 2018

Grantee Financial Resilience for Nonprofits: A Framework

Areas of Focus 
Leadership, Culture and Community
February 1, 2018 -
9:30am to 12:30pm
Northern California Grantmakers
In this session, we will discuss what it takes for a nonprofit to move from surviving to thriving, explore key values that are embodied in the culture of financially resilient organizations, and discuss the leadership behaviors and practices that...
28 Sep 2016

Financial Series 2016 | Session 3 - Strategic Financial Management: “Thinking like a Finance Person” (SF)

September 28, 2016 -
9:30am to 12:30pm
The James Irvine Foundation
In this workshop, Program Officers will gain an understanding of how to engage in a dialogue with grantees to identify their capacity for fiscal strategy around complex issues.
26 Sep 2016

Financial Series 2016 | Session 3 - Strategic Financial Management: “Thinking like a Finance Person” (South Bay)

September 26, 2016 -
1:00pm to 4:00pm
The Gordon and Betty Moore Foundation
In this workshop, Program Officers will gain an understanding of how to engage in a dialogue with grantees to identify their capacity for fiscal strategy around complex issues.
30 Jun 2016

Financial Series 2016 | Session 4 - Multi-Year Planning: Thinking Beyond the Annual Budget (South Bay)

June 30, 2016 -
9:00am to 12:00pm
Gordon and Betty Moore Foundation
In this workshop, Program Officers will discuss how key drivers of an organization’s business model are used to develop long-term financial plans.
29 Jun 2016

Financial Series 2016 | Session 4 - Multi-Year Planning: Thinking Beyond the Annual Budget (SF)

June 29, 2016 -
9:00am to 12:00pm
Northern California Grantmakers
In this workshop, Program Officers will discuss how key drivers of an organization’s business model are used to develop long-term financial plans.

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