How-To Guide
Recalibrate the Way You Assess Financials
Organization Members Only
The vetting process requires funders to accurately assess the nonprofit’s financials and to provide support for their areas of need and growth. When a funder works closely with current and potential grantees to fully consider both the needs of the nonprofit as well as the work to be funded, the dividends are exponential.
This how-to guide combines financial field experience with an equity framework to outline a methodology for assessing nonprofit financial resilience through a responsive lens. While we recognize the value of traditional vetting processes, we challenge funders to consider a more agile approach to assessing potential risks.
- Action Planner | Strategies to Steward Responsively*
- How-To Guide | Reframe Risk and Rightsize Your Vetting Process
- How-To Guide | Leverage Technology To Drive Equity and Efficiency
*This resource is open to the entire PEAK community. All other resources in this collection are exclusive to Organization and Consultant Members.