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Webinar: Assessing Nonprofit Financial Health

June 27 @ 2:00 pm - 3:00 pm

At the 2017 Grants Managers Network conference, we presented several tools that grantmakers could use to conduct due-diligence on grantees. The session was over-subscribed, and participants demanded that we offer the session as a webinar…
“Tools included [were] very useful. I will be able to easily adapt these.”

“[I] will be reviewing financials with more confidence.”

“Great session! Very engaged crowd which added to the experience. Have already shared materials with colleagues.”

“This was the BEST session of the conference by leaps and bounds!! Bravo. Way to bring us some truly usable information in a fun and non-intimidating way…PLEASE PLEASE PLEASE offer this FULL version as a webinar.”

“…I felt this talk advanced my ability to be a grants manager significantly.”
“Great session, great presenter.”
“This was by far one of the most useful sessions I’ve ever attended at the conference.”
Now, we are proud to reprise this session in webinar form with PEAK Grantmaking on June 27th from 2-3pm ET, and we’d love for you to join us!  Learn more about the session below and register to attend.

Assessing Nonprofit Financial Health

In order to make sound funding decisions, grantmakers must have a firm grasp of the story told by the numbers. Nonprofit organizations face increasing financial challenges in today’s operating environment, but understanding the financial health of both current and prospective grantees is a critical part of the grantmaking process. Focusing on effective approaches to reading and interpreting financial statements, this session will equip grantmakers to understand their grantees’ financial reality by presenting concepts and tools applicable to grantees across a range of mission areas and business models.

Below is a sample dashboard from one of the tools we’ll share as part of the webinar, incorporating nine financial metrics across three critical dimensions of nonprofit financial health: Operating Results, Net Assets and Cash on Hand.

What: Webinar on Assessing Nonprofit Financial Health in partnership with PEAK Grantmaking
When: Tuesday, June 27, 2017 2-3pm ET
Where: online 

  • PEAK Grantmaking Organization member: Free
  • PEAK Grantmaking Individual member: $25
  • Non-member: $55

Registration: You will need to set up an account if you are not already a member of PEAK Grantmaking.  You can do that easily via the New Visitor Registration link on this page.

Click here to Register!


June 27
2:00 pm - 3:00 pm
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