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Financial Analysis 201: Assessing Nonprofit Financial Health

Monday, September 23, 2013
9:00am - 1:00pm PDT
Center for Healthy Communities
1000 N. Alameda St. Los Angeles, CA 90012
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How can grantmakers help nonprofits generate more impact? By aligning grant dollars to the financial and business needs of nonprofit organizations, grantmakers can better support nonprofit financial sustainability and leverage their limited resources to achieve better and more results. It is critical that grantmakers have the ability to assess the financial health and condition of the organizations they are looking to support. 
This workshop provides tools to guide grantmakers in their financial assessments of grantees and familiarizes participants with fundamental principles of finance in the nonprofit sector. 
Specifically, we will focus on:
  • Understanding the challenges of nonprofit finance, especially in uncertain economic times;
  • Asking the right questions and using assessment tools for engaging grantees in discussions about financial management challenges; and
  • Discussing a framework to structure support for long term sustainability and impact.


Who should participate? Grantmakers who currently have a good working knowledge of reviewing nonprofit financial data and are looking to increase their understanding of nonprofit financial health.
Southern California Grantmakers, in partnership with Northern California Grantmakers and San Diego Grantmakers is pleased to offer a new statewide financial analysis series with Nonprofit Finance Fund designed to sharpen the financial assessment tools of grantmakers at all professional levels. 
This series is designed to sharpen the financial assessment tools of grantmakers at all professional levels. Click here for more information about the series.

This program is generously sponsored by the Bank of America Charitable Foundation.



David Greco
Vice President Western Region, Nonprofit Finance Fund
David Greco manages the Nonprofit Finance Fund (NFF) offices in Chicago, Detroit, Los Angeles and San Francisco, where he is responsible for leading lending, capital grants, asset building programs and customized consulting services in the Western  United States. Prior to joining NFF, he served as vice president of the Youth Leadership Institute and as senior marketing manager at Jossey-Bass Publishers. Greco has also served as the corporate and foundation relations manager for the National Wildlife Federation and is the author of "Nonprofit Financial Management," featured in Nonprofit Management 101: A Complete and Practical Guide for Leaders and Professionals. Greco currently serves on the Board of Next Step Homes, a national affordable housing network.
About Nonprofit Finance Fund
Nonprofit Finance Fund (NFF) works to create a strong, well-capitalized and durable nonprofit sector that connects money to mission effectively, supporting the highest aspirations and most generous impulses of people and communities.
We offer an integrated package of financial and advisory services, including loans; asset-building programs; intensive workshops; and strategic financial consulting to help nonprofit management understand the impact on their finances of management and program decisions. Since its inception, NFF has cumulatively lent over $300 million and leveraged $1 billion of capital investment on behalf of its nonprofit clients.
About Bank of America Corporate Social Responsibility
Bank of America’s commitment to corporate social responsibility (CSR) is a strategic part of doing business globally. Our CSR efforts guide how we operate in a socially, economically, financially and environmentally responsible way around the world, to deliver for shareholders, customers, clients and employees. Our goal is to help create economically vibrant regions and communities through lending, investing and giving. By partnering with our stakeholders, we create value that empowers individuals and communities to thrive and contributes to the long-term success of our business. We have several core areas of focus for our CSR, including responsible business practices; environmental sustainability; strengthening local communities with a focus on housing, hunger and jobs; investing in global leadership development; and engaging through arts and culture. As part of these efforts, employee volunteers across the company contribute their time, passion and expertise to address issues in communities where they live and work. Learn more at and follow us on Twitter at @BofA_Community.


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