9:00 a.m. – 4:00 p.m. Understanding the Sector and Your Role

Get situated within the larger context of your work with a dive into the current and historic realities of operating nonprofits, institutional philanthropy, and grantmaking as a profession. Faculty will also ground you in the principles and concepts to consider when building relationships with grantee partners and conducting due diligence.

9:00 a.m. – 12:00 p.m. Assessing Nonprofit Financial Health (Part 1)
12:00 – 1:00 p.m. Lunch
1:00 – 4:00 p.m. Understanding the Sector and Your Role
Understanding the financial health of current and prospective grantees is a critical part of the grantmaking process. Focusing on effective approaches to reading and interpreting audited financial statements and the IRS Form 990, these two sessions (session two below) will equip you to understand grantees’ financial reality, with concepts and tools applicable to grantees across a range of mission areas and business models.

9:00 a.m. – 12:00 p.m. Assessing Nonprofit Financial Health (Part 2)
12:00 – 1:00 p.m. Lunch
1:00 – 4:00 p.m. Understanding the Sector and Your Role

Understanding the financial health of current and prospective grantees is a critical part of the grantmaking process. Focusing on effective approaches to reading and interpreting audited financial statements and the IRS Form 990, these two sessions (session two below) will equip you to understand grantees’ financial reality, with concepts and tools applicable to grantees across a range of mission areas and business models.

10:00 a.m. – 4:30 p.m. Connecting the Dots
4:30 – 6:00 p.m. Optional happy hour
The final session of the Institute will focus on insights about some of the aspects of grantmaking that may or may not be in your job description but almost certainly take significant time and effort.