PFS3. Grantee Assessment: Spotting the BIG Issues

Field of Study: 
CPE Credit: 
Knowledge Level: 
Advanced Preparation: 

Thursday, June 21, 2018

Our panel of an auditor, tax expert and foundation CFO will provide a unique and well rounded picture of grantee financial assessment challenges. How to add a financial analysis tool to the grantee review process. How to use tools to efficiently distill information for rapid decision making and not get buried in the details. Learn how changes in GAAP rules will impact grantee assessments. Focus will be given to how to interpret the financial information and the Form 990, including how to consider current ratios, administration cost ratios, character of investments, and finally how to interpret the fund balances to assure available assets accomplish programs a private foundation may fund.

Learning Objectives:

  • Gain practical ideas for reasonable assessment of potential grantees
  • Identify insights and tips related to grantee assessment tools and templates