Getting ready for the giving season

As we head into the giving season (I know, SURPRISE, it’s right around the corner), take some time to strategically think about your goals, how you measure up and what you aim to do between now and December 31.

This recent article 6 Ways to Leverage Financial Data for a Successful Giving Season is a great reminder of the different ways you can review your current financial position using reports and analysis to guide where you want to go. And of course, making sure your “board is on board” is also incredibly important.

If you would like to tackle some of this analysis but are unsure of where to start, I would love to help! Reach me at

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