The Easiest Way to Keep Your Grantmaking Finance Team Organized

During our webinar with Rachel DeMatteo, Director at Your Part-Time Controller, LLC, she discussed the financial fundamentals every grantmaker should know. And one of those key takeaways was the importance of a financial calendar.

Whether you already have a financial calendar or want to create one, here are five tips for getting the most of your grantmaking organization’s financial calendar, including:

• What meeting dates and fiscal events should be included

• Why it’s helpful to keep your regulatory responsibilities on your financial calendar

• The most important aspect to consider when choosing your financial calendar format

Download this tip sheet today to help you increase your internal transparency and streamline your grantmaking organization.