Lending to Non-Profits and Charitable Organizations – Recording


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Duration: 63 minutes

As non-profits themselves, credit unions understand how important these entities are to our communities. However, lending to non-profits and charities is different than traditional business and commercial lending.

In this webinar from May 9, 2024, CUBG shows you how to approach non-profit loans. We’ll discuss how to analyze cash flow for businesses that aren’t trying to make money, and provide an overview of fund accounting and industry specific financial analysis you can use to determine loan viability.

This webinar discusses:
– Understanding how the organization raises and earns income
– The information needed to perform a proper analysis
– Reviewing non-profit financial statements and tax returns
– Assessing and analyzing management and organizational structure

Purchase Terms & Conditions

After the order is approved, you’ll receive an email with links to download the education materials. After you download, you will be able to save the files to your shared network and use the training for your credit union going forward.

Educational materials are proprietary and are not to be shared outside of the purchasing credit union.

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