Managing for Resilience in a Crisis
December 8, 2020
Dennis R.Young
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Checklist for Financial Health
What do/should funders and lenders look at? (What’s on your list?)
› Balance sheets
› Income and expenses
› Income diversification
› Business plan
› Reserve funds
› Credit history
› Endowment management
› Governance
› Organizational slack
› Safety nets
› Looming threats and nascent opportunities
› Top salaries compared to peer institutions
Capital and Nonprofit Investment
This presentation introduces concepts for investment capital, nonprofit capital investment needs, variation in capital needs by mission and program, and capital performance.
Special Purpose Organizations Portfolios
This presentation introduces concepts for Special Purpose Organizations or SPOs Portfolios. It offers insight on why to diversify income; income development; risk management; return vs. risk; investment transactions cost; and overall returns on investment.
Investment Income and Benefits Theory
Benefits theory and investment income: what’s the connection?
Benefits Theory and Government Funding
This presentation discusses benefits theory and government funding through grants and contracts.
Gifts in Kind
This presentation discusses benefits theory and charitable giving, gifts in kind, volunteering, and barter.
Earned Income
This presentation offers touch points for when to charge for a service; the various functions of pricing in effective resource allocation and management; the conditions under which charging for a service is feasible and desirable; effective pricing strategies including price discrimination, bundling of services, and congestion pricing; the relationship of earned income initiatives to mission impact and financial support; relationship of success of earned income ventures to competitive advantage, core competencies, and other considerations; costs and benefits of engaging in commercial ventures.
Benefits Theory
There is nothing so practical as a good theory. This presentation addresses four general types of economic goods nonprofit organizations produce; nonprofit services and conceivable benefit/income combinations; benefit combinations that help determine nonprofit income portfolios; and notes the wide variety of income portfolios are possible, depending on benefit combinations of services provided.
Fundraising and Revenue Generation
This course is devoted to the importance of studying nonprofit finance with content that addresses: urgency, especially in today’s environment; the complexity of nonprofit finance; the variety of sources of nonprofit income; the variety of mixes of nonprofit income including variations within and among sub-sectors; important issues in nonprofit finance; and, making sense of nonprofit finance: role of theory.