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Resources from Crafting the Grant for the Long-term

Publication date: 
06/2018
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 infusions of capital – alongside project and program grants) funders must understand the intersection of strategy, financial health, and the needs of the whole enterprise. In our fourth and final Financial Management session with FMA on June 5, 2018, we explored several foundation approaches to leveraging the right kinds of grants at the right times.
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Resources from Resources for Financial Resilience: Human and Financial Capital

Publication date: 
05/2018
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 our third Financial Management session with FMA on May 3, 2018, we explored the importance of the right mix of financial resources in ensuring financial resilience, as well as the critical role of another resource key to a nonprofit’s success: its people. We also explored what a successful leadership team looks like and how funders can support their grantees in developing leadership capacity...
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Resources from Charting a Course Toward Financial Resilience: Building the Planning Muscle

Publication date: 
03/2018
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 programmatic goals to resource decisions. And while a strong financial planning function is critical, many organizations struggle to assess and refine strategy on an ongoing and “adaptive” basis. In this session, we explored the skills and tools nonprofits must develop if they are to build their financial planning “muscle” and how funders can support them in...
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Resources from Grantee Financial Resilience for Nonprofits: A Framework

Publication date: 
02/2018
Financially resilient grantees are able to successfully navigate current challenges as well as maximize opportunities in the long-term. Critically, they have a comprehensive understanding of their financial health and are able to tell their financial story to key stakeholders. 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 set an organization on the path to financial resilience.
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Resources from Financial Series 2016 | Session 3 - Strategic Financial Management: “Thinking like a Finance Person”

Publication date: 
09/2016
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.
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Resources from Financial Series 2016 | Session 4 - Multi-Year Planning: Thinking Beyond the Annual Budget

Publication date: 
07/2016
In this workshop, Program Officers discussed how key drivers of an organization’s business model are used to develop long-term financial plans.
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Resources from Financial Series 2016 | Session 2 - So What If You Don’t Have an Audit?

Publication date: 
04/2016
Participants in this workshop gained an understanding of how to assess a nonprofit organization’s financial health when no audited financial statements are available.
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Resources from 2015 New Grantmakers Institute: Essential Skills & Strategies

Publication date: 
10/2015
For new grantmakers it is essential to hit the ground running by equipping themselves with the tools and best practices for making sound funding recommendations. The New Grantmakers Institute is a cost-effective, local option that develops important skills, helps build lasting peer relationships with other grantmakers in our community, and cultivates the ability to ask critical questions of ourselves and others about our role as change-makers in our communities.

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