Year-end
A year-end handoff fundraising and finance can trust
Agree reporting definitions, reconcile the evidence and give finance a clear exception list before the year-end deadline.
Read the guide4 min read ·
The fundraising field guide
More clarity for the work.
More time for the people.
Practical guides to cleaner donor records, connected giving and follow-up that feels personal. Made for the team doing the work.
Explore the guidesGuides for your next good move
Data quality
Clean donor spreadsheets without losing the story
Prepare donor and gift files for migration or reconciliation while protecting original records, preferences and the evidence behind each change.
Read the guide4 min read ·
Donor relationships
A weekly donor follow-up routine your team can keep
Turn donor conversations, promised updates and unanswered questions into a clear weekly plan with owners, context and room for judgment.
Read the guide4 min read ·
Reconciliation
Reconcile giving alongside the CRM you already use
Bring fundraising records, payment activity and finance into agreement while keeping your CRM and the evidence behind every gift.
Read the guide4 min read ·
Donor management
Donor management that gives a small team more reach
Build a donor management routine that connects giving, relationships and next steps, so a small fundraising team can work with a bigger picture.
Read the guide4 min read ·
Start with something useful
A little structure. A clearer week.
Two spreadsheet templates to make the next step easier. No signup required. Open the CSV files in your spreadsheet app and adapt them to your team.