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The Disability & Philanthropy Forum invites you to register for the 2024 Disability & Philanthropy Webinar Series. All of our 2024 webinars will be open to the public. This collective learning journey will focus on why a disability lens is essential to addressing key social justice issues. Each webinar will engage philanthropic leaders in conversation with disability advocates about how we can move toward a more equitable, inclusive future for all.
All webinars are open to the public, so feel free to share with anyone you know that's interested in learning about disability inclusion, rights, and justice.
CART will be provided. If you require another accommodation to fully participate in the webinar, please note it in your registration, or contact us at [email protected].
CNJG's Storify content from their Signature Events.
Join us at the second NJ Corporate Philanthropy Network meeting of the year which will focus on what specific information you should zero in on when searching for any red flags in non-profit 990’s and financial statements. Seasoned Accountants, Sherise D, Ritter and Lovepreet Buttar, from The Mercadien Group will guide us. We’ll also touch on vetting sponsorship requests and hold our traditional round robin where meeting participants can share their burning questions/issues and lessons learned.
Lovepreet Buttar, Managing Director with Mercadien’s Nonprofit and Human Services Group, has extensive experience performing and overseeing audit engagements for various nonprofit organizations, including associations, schools, private foundations, and health and human services organizations. She is passionate about helping these organizations support their constituents and achieve their mission. She is also head of the firm’s Audit and Assurance practice and is responsible for both firm-wide and engagement-specific quality control matters and overseeing training for various for-profit, not-forprofit and government/public entities. In this role, she helps ensure the firm is using best practices that are compliant with Generally Accepted Accounting Principles (GAAP).
Sherise (Sherry) Ritter is Managing Director and Co-Chair of the The Mercadien Group’s Nonprofit and Human Services Group, as well as the Advisory Services Group. Serving as a trusted advisor, she meets with all of her clients at least once a year to advise them on topics such as tax planning and preparation, identifying risk areas and formulating solutions, strategy to meet growth goals, and multi-state and unrelated business income taxation and filing exposures. Additionally, she helps her clients with strategic planning, process efficiency and improvement studies, and mergers and acquisitions. She also specializes in the areas of cash flow management, accounting systems design, and board governance training.
Cost: Free for CNJG Members; $50 for Non Member Grantmakers
This program is only open to staff and trustees from grantmaking organizations.
Webinar Video
Resources
Blank 990 Form
990 Forms and their Schedules
The Overhead Myth: Crash Course to Fundraising Transparency
Charity Navigator's Assessment of Finances
Developed in partnership with United Philanthropy Forum and Northern California Grantmakers, this guide shares seven practices and 12 tools for Philanthropy-Serving Organizations who seek effective ways to mobilize resources to sustain their organization’s work. The guide features perspectives from dozens of leaders of national and regional PSOs and examples from our work with these organizations. Much of the content is based on conversations and strategy work with PSO leaders, staff and board members.