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1
Agenda
Key Findings
Technology’s Role
If Only They Knew
5 Recommendations to
Collaborate
1. What is the current state of
collaboration?
2. What the biggest challenges?
3. What role does technology play?
WHATWESE...
If They Only
Knew
How Fundraising Sees Finance
What Finance Is Really Like
How Finance Sees Fundraising
What Fundraising Is Really Like
FROM
FUNDRAISING
FROM
FINANCE
Key Findings
“How would you describe the relationship?”
44%
46%
9%
55%
39%
6%
Very Collaborative
Somewhat
Collaborative
Not at all
coll...
Relationship Perception By Org Size
49%
43%
8%
60%
34%
5%
Very
Collaborative
Somewhat
Collaborative
Notatall
collaborative...
Challenges
we all
agree
on
Challenges
we all
agree
on
The Role
of Technology
Importance of Software Integration
50%
34%
16%
39%
40%
21%
Very Important
Somewhat Important
Not Important
Finance Fundrai...
Importance of Software Integration
50%
34%
16%
39%
40%
21%
Very Important
Somewhat Important
Not Important
Finance Fundrai...
Generational Breakdown
Let’s
Collaborate
#1: Joint Goal Setting & Budgeting
Fundraising
&
Accounting
101
#2: Training & Onboarding
#3: Reporting & Metrics Cheat Sheet
#4: Evaluate Opportunities for Integrations
#5: MAKE TIME FOR EACH OTHER
www.abila.com/collaborationstudy
Abila provides software and services to
associations and nonprofit organizations
and gove...
The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016
The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016
The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016
The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016
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The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016

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Fundraising and finance departments are critical to leading the growth and success of nonprofit organizations. Yet, nearly 55 percent of fundraising and 45 percent of finance professionals believe their departments are not at all or only “somewhat” collaborative with each other. Abila surveyed both nonprofit finance and fundraising professionals to better understand the collaborative nature of the two departments, and the biggest challenges they face when working together. Based on the study findings, we dive into strategies for improving cross-departmental collaboration including demystifying commonly misunderstood jargon, management strategies to empower emerging leaders, and new opportunities for information sharing.

Full study: www.abila.com/CollaborationStudy

Speakers:
Rich Dietz, Director of Fundraising Strategy
Erika May McNichol, Director of Product Marketing

Published in: Government & Nonprofit
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The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016

  1. 1. 1
  2. 2. Agenda Key Findings Technology’s Role If Only They Knew 5 Recommendations to Collaborate
  3. 3. 1. What is the current state of collaboration? 2. What the biggest challenges? 3. What role does technology play? WHATWESETOUT TO EXPLORE HOW WE DID IT  Surveyed more than 1,400 nonprofit finance and fundraising professionals  The online surveys took place between November 5 and December 21, 2015.
  4. 4. If They Only Knew
  5. 5. How Fundraising Sees Finance
  6. 6. What Finance Is Really Like
  7. 7. How Finance Sees Fundraising
  8. 8. What Fundraising Is Really Like
  9. 9. FROM FUNDRAISING
  10. 10. FROM FINANCE
  11. 11. Key Findings
  12. 12. “How would you describe the relationship?” 44% 46% 9% 55% 39% 6% Very Collaborative Somewhat Collaborative Not at all collaborative Finance Fundraising
  13. 13. Relationship Perception By Org Size 49% 43% 8% 60% 34% 5% Very Collaborative Somewhat Collaborative Notatall collaborative Accountants Fundraisers 36% 53% 11% 48% 46% 6% Very Collaborative Somewhat Collaborative Notatall collaborative Accountants Fundraisers Large orgs (>$10 mil)Small orgs (<$10 mil)
  14. 14. Challenges we all agree on Challenges we all agree on
  15. 15. The Role of Technology
  16. 16. Importance of Software Integration 50% 34% 16% 39% 40% 21% Very Important Somewhat Important Not Important Finance Fundraising
  17. 17. Importance of Software Integration 50% 34% 16% 39% 40% 21% Very Important Somewhat Important Not Important Finance Fundraising
  18. 18. Generational Breakdown
  19. 19. Let’s Collaborate
  20. 20. #1: Joint Goal Setting & Budgeting
  21. 21. Fundraising & Accounting 101 #2: Training & Onboarding
  22. 22. #3: Reporting & Metrics Cheat Sheet
  23. 23. #4: Evaluate Opportunities for Integrations
  24. 24. #5: MAKE TIME FOR EACH OTHER
  25. 25. www.abila.com/collaborationstudy Abila provides software and services to associations and nonprofit organizations and governmental entities that help them: improve decision making execute withgreater precision increase engagement generate more revenue Q&A Contact Rich Rich.Dietz@abila.com Contact Erika Erika.McNichol@abila.com

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