Are you able to tell your financial story comprehensively and compellingly? Do you have the information you need to analyze your organization's financial health—and a clear, easy-to-understand way to convey this information to your board, employees, funders, and other supporters? GuideStar has partnered with Nonprofit Finance Fund (NFF) to develop Financial SCAN, a sophisticated analysis that helps nonprofits—and their supporters and advisors—incorporate financial health insights into decisions that advance your organization's program goals and mission success. Join Peter Kramer of Nonprofit Finance Fund to learn more about how Financial SCAN can help your organization.
Presenters: Peter Kramer, Senior Associate, National Consulting Services, Nonprofit Finance Fund, and Usma Ziard, Senior Marketing Director, GuideStar
GuideStar Webinar (01/30/14) - Weaving Financial Data Into Your Grantmaking P...GuideStar
Join us for a half-hour live demonstration of Financial SCAN, an online financial analysis platform developed in partnership by NFF and GuideStar. Learn about new features for enhanced peer benchmarking and data customization, and how Financial SCAN can help your institution save time and add insights to your grantmaking process and conversations with nonprofits.
Actionable Financial Analysis: Insights for Nonprofit LeadersGuideStar
Actionable Financial Analysis: Insights for Nonprofit Leaders
In an increasingly data-filled world, it can be difficult to sort through proliferating information to find what matters most. Nonprofit finance is no different. And because healthy finances enable social impact, much is at stake in clearly articulating nonprofit financial condition and resource needs. How can nonprofit leaders make sense of financial data to create a clear picture of their organization's financial situation?
Join Nonprofit Finance Fund and GuideStar to learn more about Financial SCAN and how this data platform can add value to planning and decision-making conversations.
Presenters: Peter Kramer, Manager, Nonprofit Finance Fund; and Scott Menzel, Product & User Experience Manager, GuideStar USA (moderator)
GuideStar Webinar for Nonprofits—Financial Analysis in Action: Getting the Mo...GuideStar
How can nonprofit leaders advance their missions by using financial data in their planning and decision-making? What are the "right" financial indicators on which to focus? In this one-hour webinar, we will undertake a comprehensive analysis of one organization's financial health, using the Financial SCAN platform developed by Nonprofit Finance Fund (NFF) and GuideStar. Through this case example, we will address the ways in which nonprofit leaders can use financial trends and comparisons to inform future plans and engage with stakeholders.
Presenters: Peter Kramer, Manager, Nonprofit Finance Fund, and Scott Menzel, Product & User Experience Manager, GuideStar (moderator)
GuideStar Webinar (01/30/14) - Weaving Financial Data Into Your Grantmaking P...GuideStar
Join us for a half-hour live demonstration of Financial SCAN, an online financial analysis platform developed in partnership by NFF and GuideStar. Learn about new features for enhanced peer benchmarking and data customization, and how Financial SCAN can help your institution save time and add insights to your grantmaking process and conversations with nonprofits.
Actionable Financial Analysis: Insights for Nonprofit LeadersGuideStar
Actionable Financial Analysis: Insights for Nonprofit Leaders
In an increasingly data-filled world, it can be difficult to sort through proliferating information to find what matters most. Nonprofit finance is no different. And because healthy finances enable social impact, much is at stake in clearly articulating nonprofit financial condition and resource needs. How can nonprofit leaders make sense of financial data to create a clear picture of their organization's financial situation?
Join Nonprofit Finance Fund and GuideStar to learn more about Financial SCAN and how this data platform can add value to planning and decision-making conversations.
Presenters: Peter Kramer, Manager, Nonprofit Finance Fund; and Scott Menzel, Product & User Experience Manager, GuideStar USA (moderator)
GuideStar Webinar for Nonprofits—Financial Analysis in Action: Getting the Mo...GuideStar
How can nonprofit leaders advance their missions by using financial data in their planning and decision-making? What are the "right" financial indicators on which to focus? In this one-hour webinar, we will undertake a comprehensive analysis of one organization's financial health, using the Financial SCAN platform developed by Nonprofit Finance Fund (NFF) and GuideStar. Through this case example, we will address the ways in which nonprofit leaders can use financial trends and comparisons to inform future plans and engage with stakeholders.
Presenters: Peter Kramer, Manager, Nonprofit Finance Fund, and Scott Menzel, Product & User Experience Manager, GuideStar (moderator)
FitCompany pitchdeck from 2015
for: https://fitqbe.com/
Fitqbe provides employees tools that help them build habits that matter. With its innovative, simply in use, award-winning online platform, the company cultivates meaningful daily habits that help people to thrive at work and across all aspects of life.
#PitchDeck - 4# Most Affordable CRM in the World - by CappteraFilip Duszczak
InStream is an CRM alternative for customer focused companies. We help sales teams and business organizations strengthen their relations with customers and business contacts when the average CRM fails.
As a founder, how do you up your board meeting game? This template can help guide you through running an effective board meeting, or simply save you time on layout and design. For use by seed-stage tech startups primarily.
Reckon Conf2015 (AU) Business intelligence on the goReckon
Get a detailed look at the latest update on Practice IQ, our dashboard business intelligence reporting tool, and see how you can track your firms KPI’s from your iPad. PIQ version 10.0 simplifies updating and maintaining your practice specific reports.
This template was provided by the Davidson Institute.
The Davidson Institute Team deliver business planning and financial education concepts through courses that can help bring further knowledge and expand on the information that has provided through this seminar. They provide both face to face and on-line learning platforms. If you would like to speak to them on how they may help your organisation, please drop them a note or visit them at davidsoninstitute.edu.au for more information.
Oakai Labs is an AI and Machine Learning R & D Lab for developing platforms that help small businesses use social media more effectively, help environmental researchers forecast regional events faster, and simplify processes for pivoting strategies in these spaces.
Guy Barrette: Afficher des données en temps réel dans PowerBIMSDEVMTL
15 mars 2017
Groupe Excel et Power BI
Sujet: Afficher des données en temps réel dans PowerBI
Conférencier: Guy Barrette, MVP Azure
Il existe plusieurs façons de rafraîchir les données affichées dans un tableau de bord et ce, tout dépendant du type de connecteur utilisé et de la version de Power BI utilisée (gratuite ou payante). Normalement, on peut rafraîchir les données une fois par jour ou une fois par heure mais comment faire si on désire afficher des données en temps réel ? Lors de cette présentation, Guy Barrette démontrera deux techniques permettant l’affichage en temps réel : le Streaming Dataset de PowerBI et le service Stream Analytics de Azure. Notez que cette présentation intéressera autant les développeurs que les analystes.
GuideStar Webinar (12/10/13) - Weaving Financial Data Into Your Nonprofit's S...GuideStar
Connecting money and mission can be difficult in the nonprofit sector. A solid grasp of financial health and resource needs is crucial for nonprofit leaders as they work to advance their organizations’ missions. Financial SCAN is a quick, clear, and comprehensive online analysis tool that illustrates a nonprofit’s financial picture through a dashboard of relevant indicators, thirteen detailed trend graphs, and a peer comparison function.
Join us for a one-hour webinar to see Financial SCAN and its new features in action. The session will take a case study approach, exploring how you can use Financial SCAN’s multi-year and peer financial data in your work and conversations with stakeholders.
Presenters: Peter Kramer, Manager, Nonprofit Finance Fund, and Scott Menzel, Product & User Experience Manager, GuideStar USA (moderator)
Webinar for Grantmakers—Financial Analysis in Action: Getting the Most Out of...GuideStar
How can funders use financial data in the grantmaking process to better support nonprofits? What are the "right" financial measures to examine in due diligence? In this one-hour webinar, we will undertake a comprehensive analysis of one organization's financial health, using the Financial SCAN platform developed by Nonprofit Finance Fund (NFF) and GuideStar. Through this case study, we will address the ways in which grantmakers can put financial trends and indicators to use in their philanthropic practices.
Presenters: Peter Kramer, Senior Associate, National Consulting Services, Nonprofit Finance Fund, and Scott Menzel, Product & User Experience Manager, GuideStar (moderator)
Actionable Financial Analysis: Insights for GrantmakersGuideStar
Actionable Financial Analysis: Insights for Grantmakers
In an increasingly data-filled world, it can be difficult to sort through proliferating information to find what matters most. Nonprofit finance is no different, and identifying the risks and strengths in a grantee's financial picture can take expertise and time. Knowing what financial data to examine can help funders better steward grant dollars and inform candid dialogue with nonprofit leaders.
How can grantmakers focus their financial due diligence to find key signs of fiscal condition and resource needs? Join Nonprofit Finance Fund and GuideStar to learn about Financial SCAN and how this data platform can add value to your grantmaking pratice.
Presenters: Peter Kramer, Manager, Nonprofit Finance Fund; and Jenny Taylor, Community Manager, GuideStar USA (moderator)
GuideStar Webinar (12/10/13) - Weaving Financial Data Into Your Grantmaking P...GuideStar
Connecting money and mission can be difficult in the nonprofit sector. Ensuring that funding decisions advance mission and can be appropriately stewarded requires a solid grasp of nonprofit resource needs and financial health. Financial SCAN is a quick, clear, and comprehensive online analysis tool that illustrates a nonprofit’s financial picture through a dashboard of relevant indicators, thirteen detailed trend graphs, and a peer comparison function.
Join us for a one-hour webinar to see Financial SCAN and its new features in action. The session will take a case study approach, exploring how you can use Financial SCAN’s multi-year and peer financial data in your grantmaking practice.
Presenters: Peter Kramer, Manager, Nonprofit Finance Fund, and Scott Menzel, Product & User Experience Manager, GuideStar USA (moderator)
GuideStar Webinar (01/30/14) - Weaving Financial Data Into Your Nonprofit's S...GuideStar
Join us for a half-hour live demonstration of Financial SCAN, an online financial analysis platform developed in partnership by NFF and GuideStar. Learn about new features for enhanced peer benchmarking and data customization, and how it can help your nonprofit with its communications, planning, and decision-making.
FitCompany pitchdeck from 2015
for: https://fitqbe.com/
Fitqbe provides employees tools that help them build habits that matter. With its innovative, simply in use, award-winning online platform, the company cultivates meaningful daily habits that help people to thrive at work and across all aspects of life.
#PitchDeck - 4# Most Affordable CRM in the World - by CappteraFilip Duszczak
InStream is an CRM alternative for customer focused companies. We help sales teams and business organizations strengthen their relations with customers and business contacts when the average CRM fails.
As a founder, how do you up your board meeting game? This template can help guide you through running an effective board meeting, or simply save you time on layout and design. For use by seed-stage tech startups primarily.
Reckon Conf2015 (AU) Business intelligence on the goReckon
Get a detailed look at the latest update on Practice IQ, our dashboard business intelligence reporting tool, and see how you can track your firms KPI’s from your iPad. PIQ version 10.0 simplifies updating and maintaining your practice specific reports.
This template was provided by the Davidson Institute.
The Davidson Institute Team deliver business planning and financial education concepts through courses that can help bring further knowledge and expand on the information that has provided through this seminar. They provide both face to face and on-line learning platforms. If you would like to speak to them on how they may help your organisation, please drop them a note or visit them at davidsoninstitute.edu.au for more information.
Oakai Labs is an AI and Machine Learning R & D Lab for developing platforms that help small businesses use social media more effectively, help environmental researchers forecast regional events faster, and simplify processes for pivoting strategies in these spaces.
Guy Barrette: Afficher des données en temps réel dans PowerBIMSDEVMTL
15 mars 2017
Groupe Excel et Power BI
Sujet: Afficher des données en temps réel dans PowerBI
Conférencier: Guy Barrette, MVP Azure
Il existe plusieurs façons de rafraîchir les données affichées dans un tableau de bord et ce, tout dépendant du type de connecteur utilisé et de la version de Power BI utilisée (gratuite ou payante). Normalement, on peut rafraîchir les données une fois par jour ou une fois par heure mais comment faire si on désire afficher des données en temps réel ? Lors de cette présentation, Guy Barrette démontrera deux techniques permettant l’affichage en temps réel : le Streaming Dataset de PowerBI et le service Stream Analytics de Azure. Notez que cette présentation intéressera autant les développeurs que les analystes.
GuideStar Webinar (12/10/13) - Weaving Financial Data Into Your Nonprofit's S...GuideStar
Connecting money and mission can be difficult in the nonprofit sector. A solid grasp of financial health and resource needs is crucial for nonprofit leaders as they work to advance their organizations’ missions. Financial SCAN is a quick, clear, and comprehensive online analysis tool that illustrates a nonprofit’s financial picture through a dashboard of relevant indicators, thirteen detailed trend graphs, and a peer comparison function.
Join us for a one-hour webinar to see Financial SCAN and its new features in action. The session will take a case study approach, exploring how you can use Financial SCAN’s multi-year and peer financial data in your work and conversations with stakeholders.
Presenters: Peter Kramer, Manager, Nonprofit Finance Fund, and Scott Menzel, Product & User Experience Manager, GuideStar USA (moderator)
Webinar for Grantmakers—Financial Analysis in Action: Getting the Most Out of...GuideStar
How can funders use financial data in the grantmaking process to better support nonprofits? What are the "right" financial measures to examine in due diligence? In this one-hour webinar, we will undertake a comprehensive analysis of one organization's financial health, using the Financial SCAN platform developed by Nonprofit Finance Fund (NFF) and GuideStar. Through this case study, we will address the ways in which grantmakers can put financial trends and indicators to use in their philanthropic practices.
Presenters: Peter Kramer, Senior Associate, National Consulting Services, Nonprofit Finance Fund, and Scott Menzel, Product & User Experience Manager, GuideStar (moderator)
Actionable Financial Analysis: Insights for GrantmakersGuideStar
Actionable Financial Analysis: Insights for Grantmakers
In an increasingly data-filled world, it can be difficult to sort through proliferating information to find what matters most. Nonprofit finance is no different, and identifying the risks and strengths in a grantee's financial picture can take expertise and time. Knowing what financial data to examine can help funders better steward grant dollars and inform candid dialogue with nonprofit leaders.
How can grantmakers focus their financial due diligence to find key signs of fiscal condition and resource needs? Join Nonprofit Finance Fund and GuideStar to learn about Financial SCAN and how this data platform can add value to your grantmaking pratice.
Presenters: Peter Kramer, Manager, Nonprofit Finance Fund; and Jenny Taylor, Community Manager, GuideStar USA (moderator)
GuideStar Webinar (12/10/13) - Weaving Financial Data Into Your Grantmaking P...GuideStar
Connecting money and mission can be difficult in the nonprofit sector. Ensuring that funding decisions advance mission and can be appropriately stewarded requires a solid grasp of nonprofit resource needs and financial health. Financial SCAN is a quick, clear, and comprehensive online analysis tool that illustrates a nonprofit’s financial picture through a dashboard of relevant indicators, thirteen detailed trend graphs, and a peer comparison function.
Join us for a one-hour webinar to see Financial SCAN and its new features in action. The session will take a case study approach, exploring how you can use Financial SCAN’s multi-year and peer financial data in your grantmaking practice.
Presenters: Peter Kramer, Manager, Nonprofit Finance Fund, and Scott Menzel, Product & User Experience Manager, GuideStar USA (moderator)
GuideStar Webinar (01/30/14) - Weaving Financial Data Into Your Nonprofit's S...GuideStar
Join us for a half-hour live demonstration of Financial SCAN, an online financial analysis platform developed in partnership by NFF and GuideStar. Learn about new features for enhanced peer benchmarking and data customization, and how it can help your nonprofit with its communications, planning, and decision-making.
Performance Measurement in NGOs is a challenging task as they have both business and social obligations to meet. Traditional accounting measures may not suffice to capture and benchmark growth and other challenges of NGOs. In this paper, we enumerate some key performance measures that could be used by some practitioners.
Presentation and live webinar hosted by California Community Foundation for donors interested in assisting their favorite nonprofits in capacity building.
You can also view the webinar at our YouTube page www.youtube.com/CalfundTV!
Ratings, Overhead, and Measuring Impact: How to Use Your Social Sector Excell...Bloomerang
https://bloomerang.co/resources/webinars/
Richard Neustedter of Nonprofit Financial Specialists, and Barbara O’Reilly, CFRE of Windmill Hill Consulting, will lead an in-depth look at how to combine factors like ratings, overhead, impact into strategic donor communications that showcase qualitative and quantitative results and vision to retain current donors and attract new ones.
Slides nonprofits financial health using guide star powerful analysis for you...GuideStar
How can Financial SCAN help you and your clients gain insight into their financial health and that of their peers?
What financial metrics can be used for benchmarking? How can we determine the long-term stability and effectiveness of a nonprofit?
GuideStar’s Tim Reifschneider will spend 30 minutes answering these questions, as well as your own, in this interactive session.
Tim will interview Peter Kramer of the Nonprofit Finance Fund, who helped developed the product specifically for the Nonprofit sector.
A Foundation Grants program is the base of every philanthropy program. An organization constructs its case for support which acts as the main commercial for the organization. Prospect research, planning and communications are also discussing in this presentation.
Slides for An Introduction to Results Reporting WebinarCharityNav
Charity Navigator has developed a new rating dimension - called Results Reporting - that specifically examines how well charities report on their results. In this webinar, we explain why Charity Navigator developed Results Reporting metrics, introduce the new methodology and explain our process for implementation.
GuideStar's 2016 Impact Call.
On Tuesday, February 9, 2016 at 2 p.m. ET, we will hold our next Impact Call. Loosely based on the quarterly earnings calls held by publicly owned companies, GuideStar's Impact Calls are the first steps in addressing new definitions of transparency:
Timely—Impact Calls are held fewer than 60 days after the quarter's or year's end.
Interactive—Impact Calls are meaningful discussions about what our results really mean. Participants have an opportunity to have questions answered in real time.
Inclusive—Everyone is invited to our Impact Call.
Comprehensive—Although we report on finances during our Impact Calls, we also address programmatic and operational metrics as well as our strategy. Finances are only one piece of a much larger picture when it comes to nonprofit impact.
Our goal is not simply to report our results but to jump-start the sector’s conversation on how transparency is defined and conveyed across the sector.
A Conversation on Making Data Driven Decisions Using Financial SCANGuideStar
Join Bunkie Righter from GuideStar as we learn how foundations and charities discover the indicators of financial health that matter most. Special guests Chris Percopo of The Leona M. and Harry B. Helmsley Charitable Trust, and Dennis Dolbee of Boys & Girls Clubs of America, will offer insight into how they use Financial SCAN to make better decisions within their organizations. Moderated by Ashley Early.
12/3/15 GuideStar Webinar -- A Sneak Peek at the 2016 Nonprofit Communication...GuideStar
Presenters: Kivi Leroux Miller, President of NonprofitMarketingGuide.com; Courtney Cherico, Content Marketing Associate, GuideStar USA (moderator).
View the recording of the presentation here: https://www.youtube.com/watch?v=SAVitgLd8Fw
New Nonprofit Profile Preview: Answering Key Nonprofit Performance Questions GuideStar
Preview the beta version of the NEW Nonprofit Profiles with GuideStar’s Director of Design, Sarah Madden and Product Marketing Manager, Krystal Kavney. Together, they will discuss how GuideStar’s redesigned Nonprofit Profiles are designed to help you answer key nonprofit performance questions in an interactive, data-rich user interface.
During the conversation, the panelists will explore the new GuideStar Nonprofit Profiles for several nonprofit organizations as they discuss how to answer key nonprofit performance questions such as:
• Which programs or services does the organization offer?
• Where do they provide their services?
• What kinds of results and impact are they achieving?
• How financially stable are they?
• What is the makeup of their board and staff?
Loosely based on the quarterly earnings calls held by publicly owned companies, GuideStar's Impact Calls are the first steps in addressing new definitions of transparency.
During this Impact Call, our Vice President of Products Evan Paul will provide a live demonstration of the beta version of the new, completely redesigned GuideStar Nonprofit Profiles (read more here: http://trust.guidestar.org/2015/10/29/redesigned-nonprofit-profiles-on-guidestar/)
GuideStar Webinar (11/5/15) -- Ask the Nonprofit Lawyer Everything You Wanted...GuideStar
Presenters: Jeffrey S. Tenenbaum, Esq., Partner and Chair of the Nonprofit Organizations Practice, Venable LLP; Cody Cassady, Marketing & Outreach Coordinator, GuideStar USA, Inc. (moderator).
Decoding the Nonprofit Compensation Mystery: Using the GuideStar Nonprofit Co...GuideStar
Do you know what a “rebuttable presumption” is?
Can you name the “disqualified persons” in your organization?
Do you know why these things are important?
If you answered, “No,” to any of these questions, this free webinar is for you. Join GuideStar’s Chuck McLean to find out how to stay compliant with IRS regulations using GuideStar’s annual Nonprofit Compensation Report.
The IRS, Congress, and donors are all taking hard looks at what nonprofits pay their leaders. Make sure you can justify your organization’s compensation practices to these important audiences.
Getting it Right: What You Need to Know about Nonprofit Executive CompensationGuideStar
Paying your executives too much can have negative consequences: public anger, loss of tax-exempt status, substantial fines on both the executives who receive the overpayment and the board members who approved it, attention from state attorneys general, and criticism from those who oppose your organization’s mission.
Underpaying your executives has risks too. It can cause valuable employees to leave for greener pastures and make it difficult to attract the best candidates to lead your organization.
What’s a nonprofit to do?
Presenters: Jeffrey S. Tenenbaum, Esq., Partner and Chair of the Nonprofit Organizations Practice, Venable LLP; Matthew T. Journy, Esq., Counsel, Nonprofit Organizations Practice, Venable LLP; Cody Cassady, Marketing & Outreach Coordinator, GuideStar USA, Inc. (moderator).
Hidden Business Opportunities Within The Nonprofit Sector Using GuideStar Data.GuideStar
Bunkie Righter, Senior Director of Business Development at GuideStar, will be sharing insights on how to use GuideStar data for prospecting in the nonprofit sector. We will dive into the data fields, such as cash on hand, balance sheet information and details found on the tax document schedules which will help you analyze and better understand aspects of the nonprofit sector, as well as demonstrate ways to find that information yourself. For a recording of this webinar, please contact Ashley.early@guidestar.org
Want to Increase Funding for your NPO? Start by Increasing your TransparencyGuideStar
Did you know that your nonprofit already has a profile on GuideStar? Even if you haven’t uploaded the information, GuideStar has pulled your organization’s basic data from your publically accessible IRS Form 990 to create your own, unique profile on guidestar.org. Through updating your GuideStar Nonprofit Profile on our website, your nonprofit has an opportunity to increase transparency and share your full and up-to-date story with the world. Learn how!
Join us for our webinar to find out how you can update your profile and give your organization the potential to increase its funding through major foundations, corporate giving portals, and individual donors.
Want to Increase Funding for your NPO? Start by Increasing your TransparencyGuideStar
Did you know that your nonprofit already has a profile on GuideStar? Even if you haven't uploaded information, GuideStar has pulled your organization's basic data from your publicly accessible IRS Form 990 to create your own, unique profile on guidestar.org. Join us for our webinar to find out how you can update your profile and give your organization the potential to increase its funding through major foundations, corporate giving portals, and individual donors.
Presenters: Jasmine Marrow, Director of Nonprofit Strategy, GuideStar; Daren Nordhagen, President, Foundant Technologies; Dolores Estrada, Manager, Grants Administration, The California Endowment; Linda Oatley, Director, Partner Services Team, Global Givings
Finding Your Dream Nonprofit Job: How to Use GuideStar & Idealist.org to Find...GuideStar
Seeking a job in the nonprofit sector? Join our webinar to learn how Idealist and GuideStar can help you find your ideal position and verify the nonprofit for legitimacy. In this event, we will cover how to use Idealist and Guidestar to find and vet a job, internship, or volunteer opportunity; specific tips to improve how you search, advice on cover letters, resumes, and interviews; and general nonprofit resources that can aid you in your journey. Attendees will then have the opportunity to ask panelists their questions in a live Q&A session. Please join us to see how Idealist and GuideStar can help jump-start your career!
Your GuideStar Charity Check: Setting up Grantee Alerts and Nonprofit Watch-L...GuideStar
Join us for a free webinar, recorded on May 28th, 2015 and get better acquainted with GuideStar Charity Check, the tool that allows you to verify charitable status and monitor up to 20,000 nonprofits.
Did you know you can monitor up to 20,000 nonprofits and receive status alert e-mail alerts?
• Alerts include charitable or deductibility status changes, inclusion in the Automatic Revocation of Exemption list, IRS Business Master File (BMF) exclusion, Publication 78 exclusion, change in subsection code, change in foundation status, Internal Revenue Bulletin revocation and OFAC inclusion.
Join us to learn how GuideStar Charity Check enables your pre-grant due diligence in minutes.
GuideStar Charity Check is the only product in the world that is 100% compliant with all IRS requirements for determining a nonprofit's eligibility to receive tax-deductible contributions.
GuideStar Impact Call 5.11.15
Please join GuideStar CEO Jacob Harold, CFO James Lum, and Vice President of Strategy Mizmun Kusairi on Monday, May 11, at 2 p.m. EDT, for our second Impact Call of 2015. During the live discussion, Harold will highlight several of GuideStar’s partnerships and detail how they build sustainable collective impact. Listen in as Harold delves into the power and pitfalls of successful partnerships, including what it takes to establish a common vision, adopt a shared set of measurable goals, and pursue evidence-based actions that reinforce one another’s work and further the social sector.
Harold, Lum, and Kusairi will also discuss last quarter’s organizational and financial achievements, progress toward its $10 million transformational capital campaign, and more.
Please join us for this free moderated discussion about GuideStar’s social impact!
Impact Calls are designed to be interactive and responsive, rather than a one-way conversation. Half of the call will be reserved to answer questions from participants.
See how leading companies, Salesforce Foundation and Foundant Technologies, are taking advantage of APIs to power social impact. Attendees will learn about GuideStar APIs in the social sector, see specific working examples, and an overview of uses. Part 1 of a series on APIs.
GuideStar Demo (02/26/13) - Financial SCAN for Nonprofits
1.
2. We believe that financial health
supports impact
Sound Financial Health
Strong Organizations
Quality Programs
Effective Solutions
3. Some common financial “pain points”
across the sector…
It’s difficult to know what metrics to focus on for
assessing financial health
Financial data collection, reporting, and analysis is
time and skills intensive
Communicating a financial situation and resource
needs can be challenging
4. Financial SCAN At a Glance
What: Data platform for assessing nonprofit financial
Data platform for assessing nonprofit financial
health and fostering dialogue among all stakeholders
WHAT
health, decision making, and informing
involved in making social impact dialogue
grantmaker-grantee
Who: Private and public grantmakers/donors,
Nonprofit organizations, private and public
nonprofit organizations, philanthropic advisors,
WHO
grantmakers, individual donors, philanthropic
consultants and media and consultants
advisors,
How: Private and public grantmakers/donors,
Draws data directly and automatically from
IRS Forms 990,* presenting complex
nonprofit organizations, philanthropic advisors,
HOW
information in an easy-to-analyze and
consultants and media
communicate format (313K orgs)
*Note: Financial SCAN v. 1.0 does not include data from Form 990 EZ
5. What’s in a Financial SCAN?
Organizational Dashboard: Five
years of key financial trends and ratios
Graphs & Explanatory Text: More
detailed overview of an organization’s:
Expenses
Revenue
Profitability
Balance Sheet
Liquidity
Peer Comparison Dashboard:
Comparison with up to five peer
nonprofits you select
6. What are nonprofit users saying?
Presents numbers in an accessible, holistic
“My organization
way along with definitions and text never thought about
strategically and
proactively planning
Helpful for communicating recent financial its financial future
past with the Board and funders until I presented them
with Financial SCAN.
Executive Director,
Allows for clear and comprehensive Diversified Community Services,
comparison with peer organizations Philadelphia, PA
Generating the report is quick and easy
Looking at trends and benchmarking peers
can help us plan for the future
7. How are nonprofits using Financial
SCAN?
One nonprofit leader says they lean on the report’s
graphs to help communicate past trends
Uses include: Regularly used by:
Reference for planning, Executive Director,
Communicating financial Development Director, and
needs to external audiences, Board Finance and Executive
Board review Committees
They already plan to make changes that will result in a
better cash reserve and cashflow management process