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t Fundraising vs. Accounting: Quelling the Family Feud Heller Consulting www.teamheller.com
About Heller Consulting Experience 15 Years - 800 Clients – 1,700 Projects Places San Francisco, Chicago, New York People 25+ People – Smart, Skilled, Committed Focus Serve Solely Non Profits All Consultants Have Worked in Nonprofits
Heller Consulting Service Areas Select Needs Analysis & Software Selection Implement Conversion & Implementation Optimize Cleaner Data, Better Business Practices Grow Extend Your Fundraising Manage Your Mission
Overview of Today’s Presentation ,[object Object]
Encouraging open (and cordial!) communication
Implementing Practical Tools
Common Coding
Clear Processing Standards
Sharing Data
Regular Reconciliation,[object Object]
Reporting that allows management staff to measure and evaluate the efficacy of:
Specific fundraising efforts
Overarching fundraising strategies
Assess progress towards fundraising goals
Forecast donation cash flow
Keep the board informed,[object Object]
Supporting all donor relationships by:
Providing donors with accurate information about their giving history
Correctly stewarding gifts based on donor’s intent ,[object Object]

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Fundraising vs. Accounting: Quelling the Family Feud

Editor's Notes

  1. SMITAThis project is more about People than Technology – technology is the easiest part/ we sometimes call this “why can’t we all just get along?”Survey audience ask ask how many have a great reconciliation process in place? Integration?How many talk to each other and manually match?
  2. Dev has to track a lot of stuff, other than numbers, and numbers to help identify prospects
  3. Smita- Type of donor (Individual, Corporation, Foundation)How the funds were raised (Direct Mail, Major Gift) – Events and sometimes Grants are exceptions to thisLet your fundraising system provide this information!In systems where Fund codes are burdened with extras, more adjustments are done and it’s harder to enter gifts correctlyIt’s OK for multiple Funds in the fundraising system to “roll up” to one GL codeFor example, the GL may have one “General Endowment” fund, but Development tracks named fundsAgree to consult each other before creating new Fund codes
  4. Compelling business need tends to exist for organizations with more complicated GL and high volume of different types of transactions – reduces possibility of error and saves time Expect a unique customizationExpect to push your donor database to produce a “perfect” fileExpect that some setup will be needed on the GL side as wellAdjustments may not be able to be automatedSummary: Also, this might be a good place to end by talking about how you get your whole team involved in this process….your leadership/management style, you have every team member understand how their role impacts RE..
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