While reviewing grantees' financials and operations in the coming months, when should you be more curious or cautious? Timing might be challenging to determine. The financial strains of expanding, tightening, or changing courses coupled with new regulations, reporting requirements, and government assistance may or may not be apparent in an interim report or annual financial statements. This session will be a refresher of evaluation protocols and added considerations during these unprecedented times.
Discuss how the CARES Act and other government assistance impacts sustainability analysis
Identify yellow and red flags when evaluating grantees
Describe how funders are incorporating non-financial metrics such as diversity and inclusion, environmental and social governance practices, and more
CPA, CMA, CFA,
The William and Flora Hewlett Foundation