Finance

About Our Resources

Connec+ipedia is a shared learning community for anyone interested in advancing the knowledge and efforts of those working for the common good. To promote this goal GRANTMAKERS has populated the site with our accountability and grantmaking resources - we encourage you to do the same! To view these resources click on the link below.

http://connectipedia.org/wagn/Financial_Management

& search our library at http://library.mmt.org

Additional Resources

Call 503.226.6340 to speak with a GRANTMAKERS staff member about obtaining a copy of the following resources or email .

Materials from The Family Foundation Learning Exchange
Gary McGee, CPA
January 11, 2005
Materials include information on self-dealing, taxable expenditures, excise tax, tipping, senate finance committees, and the 990 form.

Hands On: Measuring Financial Health in the 1990s
Foundation News & Commentary
by Susan Kenny Stevens
March/April 1996
An article addressing the issue that “grantmakers and grantseekers will have to change the ways they look at financial data in order to assess the health of a nonprofit organization” by using three familiar financial tools: the balance sheet, income statement, and budget.

Think FASB
Foundation News & Commentary
by Carol Crenshaw
September/October 1994
Letting you know exactly what FASB’s SFAS Nos. 116 and 117 mean to your foundation.

RACC General Support Financial Analysis Sample
FY06-07 Grant Cycle

Five Financial Principles, A Glossary of Terms Used in Nonprofit Accounting, and FASB Briefing

The Stevens Group, Inc.

Finances and Operations
Exerpt of Chapter Seven from a publication from the Forum of Regional Association of Grantmakers
2002

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*New* Regional Philanthropy Calendar

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2008 REGIONAL CONFERENCE

Click here to access materials from the Oct. 15,16 and 17th conference in Sisters, Oregon.

MEMBER SOCIAL

Celebrating the Holiday Season
Hosted by Harold and Arlene Schnitzer

Thursday, December 18, 2008
5:30 - 7:30 pm
The Harold & Arlene Schnitzer CARE Foundation
1121 SW Salmon Street
Portland, OR 97205

To Register: or 503.226.6340
**There is no charge for the this program**

THIRD THURSDAY PROGRAM

Philanthropy in this Economy

Learning from the Past to Make it Through Today

Thursday, January 15, 2008
11:45 am – 1:30 pm
Northwest Health Foundation, Bamboo Room
221 NW Second Avenue, Suite 300
Portland

$15 members, $35 non-members
Lunch provided.
To Register: or 503.226.6340

http://www.gosw.org/grant/makers/info/philanthropy_and_the_new_economic_landscape

THIRD THURSDAY PROGRAM

Understanding Climate Change

Looking at Solutions from a Funders Perspective

Thursday, February 19, 2008
11:45 am – 1:30 pm
Northwest Health Foundation, Bamboo Room
221 NW Second Avenue, Suite 300
Portland

$15 members, $35 non-members
Lunch provided.
To Register: or 503.226.6340