Finance

Audit Firm Suggestions - Listserv Query

Publication date: 
11/2016

Query: A Philanthropy Ohio colleague is requesting suggestions for an auditing firm. They are interested in a company experienced in working with organizations at the $10 million level. Their foundation will be experiencing an annual audit for the very first time.

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Dropping Budgets May Improve Fiscal Due Diligence

Publication date: 
05/2015

Learn how one group of professional grantmakers recently overhauled its approach to evaluating grantee financial health. Key outcomes of this process included a) the creation of a dashboard-style rating system and b) a decision to eliminate program budgets from required grant application materials.

Investing with Impact Sponsored by Morgan Stanley

Publication date: 
07/2014

Investing with Impact is a strategy that aims to generate risk-adjusted financial returns while supporting positive environmental and social impact. Join this webinar and learn about Morgan Stanley’s Investing with Impact framework, designed to encompass four different approaches including financial and values alignment; environmental, social and governance (ESG) integration; sector exposure; and targeted impact investing.

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