Lending to Nonprofit Organizations

Lending Sales & Specials

On-Demand Webinar

StreamedSep 28, 2023Duration90 minutes

Unlimited & shareable access starting two business days after live stream
Available on desktop, mobile & tablet devices 24/7
Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

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Lending to nonprofits can be prosperous – and perilous.

Do you understand nonprofit accounting and reporting? What financial and nonfinancial factors impact a nonprofit’s success? This webinar will cover those issues and more and will focus on lending to educational institutions, municipalities, churches, and other organizations.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Differentiate between standard bookkeeping and financial reporting for nonprofit organizations (fund accounting)
Have informed conversations with key stakeholders of nonprofit organizations and ask pertinent questions in order to fully brief your institution’s decisionmakers about the inherent lending risks
Identify nonfinancial factors that may pose a risk to the nonprofit’s success
Understand challenges unique to churches, educational institutions, and other nonprofit organizations

WEBINAR DETAILS

Loans to nonprofits can strengthen bonds with the community, promote community development, and provide positive exposure to individuals involved with the nonprofit. Nonprofit lending, however, does not come without risks. This presentation will highlight the risks and provide insight into repayment ability through cash flow, liquidity, and leverage. You’ll learn the differences between nonprofit accounting (fund accounting) and standard bookkeeping and explore the Form 990, Return of Organization Exempt from Income Tax.

The discussion will also include topics such as the nonprofit objective (program), leadership, membership, funding sources, use of funding, and other variables specific to different nonprofit organizations. The instructor’s experience as a founding member of a chamber of commerce serving a small community in Michigan, as well as his role in the financial turnaround of an educational foundation, give him a unique perspective on risks associated with nonprofit lending.

WHO SHOULD ATTEND?

This informative session will be beneficial for credit analysts, commercial loan officers, and others in senior and executive management with loan approval authority.

TAKE-AWAY TOOLKIT

List of questions and inquiries to use when underwriting nonprofit organizations
Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.

TESTIMONIALS

"The webinar provided deep insight looking into and analyzing the details of the operations of a NFP, the business aspect of the NFP, and their independently complex financial reporting that can help equip lenders when making lending decisions to NFP."

- Daniel, First Northern Bank