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Assessing the Financial Health of Your Nonprofit Organization

Apr 29, 2026 • 10:00 am – 12:00 pm
Operations & Financial Management • Virtual Event

Offered by Propel Nonprofits, this session will guide you through 10 key indicators of financial health, blending both financial metrics and leadership practices that contribute to long-term sustainability.

You’ll learn how to:

  • Analyze financial trends and ratios to understand your organization’s fiscal trajectory
  • Use cash flow projections and operating reserves to plan for uncertainty
  • Review budget-to-actual reports to make informed decisions
  • Engage your board and finance committee in meaningful financial oversight
  • Align your strategic plan and succession planning with financial realities


Whether you’re a seasoned executive director, a board member, or new to a nonprofit finance role, this workshop offers tools, examples, and templates to help you move from financial uncertainty to financial strategy.

Cost associated. Eligible for support through Rotary Charities Learning Fund.

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