The Future of Fundraising
Welcome to the Future of Fundraising.
The end of the fiscal year is nearly here for many of us. While there is so much attention paid to donor outreach and securing commitments, compliance should be at the top of that list, too.
Compliance may seem boring, but without it, gifts can’t be booked properly, audits fail, and jobs can even be lost.
In this week’s newsletter, we’re focusing on compliance standards and how to hold a high bar for all gift documentation throughout the year in sustainable ways to ensure the gifts you work so hard for can be booked correctly and you don’t run into issues that nobody wants to face.
Happy Mother’s Day!
Here’s what’s on my radar this week:
[WEBINAR] How to Prepare for the Year-End Audit
When the end of the fiscal year approaches, nonprofit leadership sharpens its focus on what comes after closing the books: the annual audit. While some might break out in a sweat at the word "audit," others are calm, cool, and collected, because they manage gift documentation records in real-time throughout the year.
How can more nonprofit professionals find themselves in this latter group?
Ben Schools, Director of Development Finance and Operations at Boston Medical Center, joins Givzey's Kenna Wood to show you the steps it takes to be audit-ready any month of the year.
Come learn:
Maximize Your Fiscal Year-End Fundraising Push
In the last few weeks leading up to the end of the fiscal year, it's all hands on deck for fundraisers to close gifts before the deadline hits. Every day is about whittling the LYBUNT and SYBUNT lists down to zero. The closer we get to that deadline, the more every second (and every closed gift) counts.
This is the perfect time to make a few small changes – adjustments that give you a little time back in your week and strategies that decrease the time to close a gift.
Givzey Guidance Q&A: Can I Book a Verbal Pledge?
In this Givzey Guidance Q&A, an advancement services professional writes in to clarify gift documentation standards as she approaches the end of the fiscal year.
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Senior Managing Director
6 个月Adam Martel Very Informative. Thank you for sharing.