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In this four-part online learning cluster, we will equip you to understand, navigate and use the audited accounts of foundations to improve your fundraising success.
We will take you from a rudimentary understanding of these documents to the point where you can interpret the most complex accounts and use them to make predictions for the future. You will be able to answer questions from your manager, CEO, trustees or other stakeholders who prefer a numerical and factual approach to research.
We will use eight real-life funders as case studies and ‘take you through the gears’ of their accounts, gently going through each layer of complexity. We will concentrate on four elements of these accounts:
The Trustees Report
The Statement of Financial Activities and the Balance Sheet
The Notes to the Accounts
The Grant Lists