Beyond the Budget: Using Strategic Leverage to Accelerate NFP Impact

This webinar will focus on how not-for-profit organizations can intentionally leverage their balance sheets to accelerate mission impact without compromising long-term sustainability.

Rather than framing leverage as “taking on debt,” we will position it as aligning capital structure, reserves, and fundraising strategy to support strategic growth.

• Tax-Exempt Debt & Private Use Considerations
  When bonds make sense, structuring considerations, refinancing opportunities, and how to evaluate the cost of capital.
• Leveraging Reserves & Endowed Assets
  Using reserves strategically without disrupting long-term growth; self-financing vs external financing; securities-backed lines of credit; and spread analysis (cost of carry vs expected return).
• Cash Flow, Liquidity & Risk Management
  Stress testing for uncertain contributions or federal funding, liquidity policy guardrails, and governance considerations when introducing leverage.
• Integrating Fundraising & Capital Strategy
  Coordinating debt with capital campaigns, preserving donor intent, and structuring capital stacks (debt + reserves + gifts) to maximize flexibility and momentum.

Presenters

• Becky Todd, Partner & CFO at CFO Selections (Facilitator)
• Karlie LeClair, Financial Advisor at Morgan Stanley
• Matt Rosston, Commercial Relationship Manager, SVP at Wells Fargo
• Bill Palmer, Partner at CFO Selections
• Jason Fry, President at DBD Group

What You'll Learn

We will help Not-for-Profit leaders learn how to view their balance sheet as a strategic asset — and how thoughtful capital structuring can increase long-term mission capacity, not just fund short-term needs.

Who Should Attend

Not-for-Profit CFOs, executive directors, and board finance committee members who are thinking about growth, infrastructure, and long-term sustainability.

Event Information

Date: June 24, 2026

Time: 12:00 p.m. - 1:00 p.m.

Location: Zoom Webinar

Cost: FREE