Business meeting between three employees

Private grantmaking foundations continue to be a significant source of funding to support communities and nonprofits. As foundations consider how to align their grantmaking with mission and values, identifying current trends in grantmaking and shifts in priorities can raise important questions about how to assess the financial health of grantees. Foundations also may consider making grants to foreign organizations or impact investments through nonpublic charities, which can require additional oversight.

Join FORVIS' Director Lauren Denton and Senior Managing Consultant Laura Haffner as they share insights on these critical grant management techniques.

Learning Objectives

Upon completion of this program, participants will be able to:

  • Discuss expenditure responsibility requirements
  • Identify criteria to assist in evaluating the financial health of guarantees
  • Describe how to respond to current trends in grantmaking and shifts in giving approaches

Register Today!

For more information about this event, or to connect with an experienced professional, please contact Marjorie Hull

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at or 800.472.2745. Due to the large volume of certificates of completion issued, requests to reissue lost or misplaced certificates will be honored up to 60 days following the webinar.​ 

CPE NASBA LogoFORVIS, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

CPE Information

CPE Credit
One CPE credit in the Specialized Knowledge field of study may be awarded upon verification of participant attendance, during live broadcast.
Program Level
Advance Preparation
Executive directors, CFOs, controllers, VPs of finance, board members, and grant administrators
Delivery Method
Group internet-based
Refund Policy
There is no fee associated with this webinar

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