Philanthropy Toolkit Series, Session 5: Nonprofit Finance Basics

  • Thursday, September 21, 2023
  • 1:00 PM - 2:15 PM
  • Zoom


Registration is closed
Philanthropy Toolkit Series

Session 5: Nonprofit Finance Basics

Session Description

Join us to learn how grant makers can best use the Form 990 to learn about potential grantees. We will discuss what the 990 tells you and, more importantly, what it does not tell you. Participants will receive a 990 cheat sheet describing the most important sections of the 990 and the questions a grants officer should/could ask about it.

Our speaker will hold time for Q&A at the end of the presentation. As part of the registration process, please list any questions you would like addressed and answered about 990s.

This event is presented in partnership with the NY Funders Alliance, Council of New Jersey Grant makers, Wisconsin Philanthropy Network, Maryland Philanthropy Network, Philanthropy West Virginia, and the Florida Philanthropic Network. 

Accessibility Info: Live captions will be provided during this session. For any other access needs, please contact Megan Bostic (


Natasha Davis, President & CEO of the WPS Strategy Group

Natasha Davis draws on her decades of finance, strategy, and leadership experience to help businesses (both for-profit & nonprofit), foundations, and local government agencies. Natasha earned her BS in Accounting with an Information Systems concentration and an MPA with a Nonprofit Management concentration. In the nonprofit sector, she has served in the roles of staff member, board member, grant maker, educator, consultant, and strategist. Natasha led Quality Enhancement for Nonprofit Organizations (QENO) at UNCW designing programs, public-private partnerships, events and trainings to support the nonprofit sector in southeastern North Carolina for 10 years, serving as a founding member of the NC Capacity Builders’ Network. In 2021, Natasha achieved her long-time career goal by launching her own consulting firm, WPS Strategy Group, LLC. The firm prioritizes its work with statewide and regional entities in all sectors to help create strategies for new initiatives, public-private partnerships, education, advocacy, grant making, and leadership development across the state.

For programmatic questions, please contact  Geula Ferguson
For registration issues, please email here.

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