Everything You Need To Know About 990’s - What Do They Tell You?  What Should You Look For?
About Our Speaker(s)
Cyndi MacKenzie

Cyndi MacKenzie, a Grant Professional Certified, has won over $24 million dollars in resources with her clients and has provided training at GPA National Conferences three years.  In her fourteen- years in this field, Cyndi provides a full range of grant professional services to non-profits of all sizes with board development, strategic planning, grant writing, grant management and post-award consultation.  As a Grant Professional Approved Trainer, a GPA Grant News contributing author, member of the Grant Professional Association, and the GPA Ethics Committee, Cyndi keeps up-to-date on the latest research and trends, as well as being dedicated to the highest ethical standards in the field.

Everything You Need To Know About 990’s - What Do They Tell You? What Should You Look For? (CDP975J)

Event Information
Product Format
Pre-recorded Webinar
Cyndi MacKenzie
60 minutes
Event Description

Understand How the 990-Form Can be Used by Grant Professionals to Receive Funding

The 990 form is filed by private foundations to submit their information returns to the Internal Revenue Service, and includes not just financial data on the foundation, but also application information, the names of trustees and officers, and a complete grants list, all of which is open to public inspection. So, why should you as a grant professional care about the names of trustees or who a foundation gave a grant to last year, or a few years ago?

This session by expert speaker Cyndi MacKenzie, GPC will provide a very targeted approach to grant and development professionals on the use and applications of the 990-form filed by funders.  How hard can it be to read a 990? Where do you even find them? This session will explore how a grant or development professional can use the information gained on that form to decide if that is the right funder to approach, if the program you are applying for is of interest to the funder, if the amount of the request is in line with the funders giving, and whether that funder is a viable long term partner for your mission and vision.

Session Highlights

  • Discover who  files a 990 and how you get access to them
  • Understand why you should even care about any funders’ 990
    • Understand why it matters if you research who you solicit funding from
    • The importance of seeing if your missions match
    • The benefit of writing 10 well-researched and targeted proposals that get funded, over submitting 50 poor proposals that only lead to 10 that get funded
  • Walk through a 990 to figure out where to find the trustee, address and assets of a foundation and why it matters
  • Learn to look for the amount and type of grants funded by an organization currently, and in the past
  • Explore why this information is useful in grant writing and relationship building with funders

Who Should Attend

This session will benefit beginner or novice writers in the grant profession, as well as consultants or managers of the grant services in:

  • Government agencies
  • County and municipality agencies
  • Law enforcement agencies
  • School districts
  • Social service agencies
  • Non-profits  

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