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Financial Management



Using the 990 to Tell Your Story


More donors are looking at a charity's Form 990 before they decide to give. How can nonprofits use these tax forms to capture the attention and heart of their readers and explain their mission, work, and results in concise and compelling ways? David Reape of Ciuni & Panichi explains.

Live Chat


Ready for Revenue Planning? 5 Qs to Ask Yourself

Dec 06, 2012  

Answer these questions if you're thinking about developing new revenue streams. With Nancy Osgood (The Osgood Group) and Stephen Pratt (Root Cause).

Is Your Nonprofit 3 Months from Disaster?

Jun 25, 2012  

How much should your nonprofit have in operating reserves? How do you build them up? With Alice Antonelli and Rodney Christopher of the Nonprofit Finance Fund.

What Should Be In Your Nonprofit’s Business Plan?

Aug 29, 2011  

Nonprofit consultants and authors Chataun Denis and Jim Horan answer questions about creating usable, living, nonprofit business plans.



Online Classes


Introduction to Fundraising Planning Webinar

Recorded Webinar  |  Free

Does your organization need help directing its fundraising efforts? Planning focuses your organization by setting fundraising priorities and helps give staff and board members a roadmap to success.

Introduction to Project Budgets Webinar

Recorded Webinar  |  Free

This brief recording captures the key concepts of the course. For more expansive discussion of the topic, we suggest attending a live webinar or in-person session. Note the recording is captioned for individuals with hearing impairments.

Training Events


The Art of Salary Negotiations

Feb 27, 2018, 10:30 am - 12:00 pm
Atlanta, Georgia | In-person

Knowing how to properly negotiate your salary isn’t about “winning” or “losing”—it’s about setting yourself up for the future you deserve. Regardless of how many years of experience you have, if you’re ready for a change in salary, then our Salary Negotiations Workshop is for you! 


How to Avoid Common Project Budget Mistakes

Mar 8, 2018, 2:00 pm - 3:30 pm

Collaboration between the fundraising, program, and finance teams is essential for avoiding common project budget mistakes. This webinar illuminates potential pitfalls and describes how to work together to avoid them.

Early Bird Fee: $49 - Regular Fee: $69

Coffee and Conversation: The New Tax Law and Its Impact on Nonprofits and Philanthropy

Mar 9, 2018, 9:30 am - 11:00 am
Cleveland, Ohio | In-person

Uncertain about the impact of the new tax law on nonprofits, giving, and your sustainability?  Come and learn from this panel of experts and find out about new opportunities and potential pitfalls.




Special Program: I Have to Create a Strategic Plan, Now What?

Mar 28, 2018, 10:00 am - 12:00 pm
New York, New York | In-person

Learn the fundamentals of developing and implementing a strategic plan, especially for a small organization.


Proposal Writing Boot Camp

Apr 11, 2018, 9:00 am - Apr 13, 2018 4:00 pm
Cleveland, Ohio | In-person

This three-day project-based immersion course focuses on the essential knowledge and skills fundraisers need to develop effective foundation proposals. Participants will become familiar with the key components of a competitive grant proposal to a foundation and learn best practices for developing a well-organized budget and a targeted list of foundation funding prospects. Participants will be encouraged to approach their proposal from the funder’s perspective and to think critically about what makes a compelling pitch.