Grant Financial Analysis: An Application of Comprehensive and Practical Approaches

Most grantmakers are hired for their program knowledge and expertise. Yet it's impossible to separate the role of money from programmatic success. Excellence in grantmaking is not limited to program knowledge. It requires a comprehensive understanding of nonprofit organizations, including their financial statements, budgets, reserves, policies and processes for resource management.

In fact, we all know that financial issues impact programmatic results. As a part of routine due diligence, many grantmaking organizations conduct a financial review after the programmatic review. We strongly believe only the assigned program officer has the ability to fully understand the context, implications and impact of financial issues upon the success of any grant.

In response, we are pleased to partner with The Grantmaking School to offer their newly created Grant Financial Analysis. This course does not attempt to transform program officers into financial professionals. Instead, our intent is to provide grantmakers with the necessary knowledge and skills to conduct a comprehensive and effective analysis of organizational and programmatic financial information to improve funding decisions. 

Key concepts include:

• Creating a culture of comprehesive grant analysis
• The relationship of financial condition to effective grantmaking
• Fundamentals of grant financial review and analysis
• Connecting grant budgets to funded program activities
• The role of organizational capacity in producing program results
• Financial accountability in the post-grant process

Grant Financial Analysis is intended for grantmaking professionals with at least two years of experience.  It will be held in the training room of the Georgia Center for Nonprofits, Suite 850, 50 Hurt Plaza, Atlanta, GA, 30303.

Tuition for Grant Financial Analysis is $1,295. Scholarship assistance is available.  Additional discounts include $250 off for alumni of The Grantmaking School and $250 off for dues-paying members of Emerging Practitioners in Philanthropy (EPIP). Travel and lodging are not included in course fees. 

For complete information:

Visit the Grantmaking School website.