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PEAK Grantmaking

Understanding the Financial Health of Nonprofits Part One: The metrics that matter

Organization Members Only

As grantmakers look to support their grantees in the most effective ways possible, understanding a nonprofit’s financial health is key to ensuring grants and other assistance are structured to promote resilience now and into the future. This two-part series begins with part one teaching participants how to identify key financial metrics that shed light on an organization’s liquidity, reserves, and ability to withstand challenges.

In part two, explore designing a less burdensome financial review process, how to use publicly available data to analyze trends, and reimagine what the financial due diligence process looks like within their organization.

Speakers

  • Jennifer Pedroni, BDO USA
  • Megan Morrison, BDO USA
  • Hilda Polanco, BDO USA
  • Connie Kendig, BDO USA