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

1. 1

2. Agenda
Key Findings
Technology’s Role
If Only They Knew
5 Recommendations to
Collaborate

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. If They Only
Knew

5. How Fundraising Sees Finance

6. What Finance Is Really Like

7. How Finance Sees Fundraising

8. What Fundraising Is Really Like

9. FROM
FUNDRAISING

10. FROM
FINANCE

11. Key Findings

13. “How would you describe the relationship?”
44%
46%
9%
55%
39%
6%
Very Collaborative
Somewhat
Collaborative
Not at all
collaborative
Finance Fundraising

14. 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)

17. Challenges
we all
agree
on
Challenges
we all
agree
on

18. The Role
of Technology

20. Importance of Software Integration
50%
34%
16%
39%
40%
21%
Very Important
Somewhat Important
Not Important
Finance Fundraising

21. Importance of Software Integration
50%
34%
16%
39%
40%
21%
Very Important
Somewhat Important
Not Important
Finance Fundraising

22. Generational Breakdown

23. Let’s
Collaborate

24. #1: Joint Goal Setting & Budgeting

25. Fundraising
&
Accounting
101
#2: Training & Onboarding

26. #3: Reporting & Metrics Cheat Sheet

27. #4: Evaluate Opportunities for Integrations

28. #5: MAKE TIME FOR EACH OTHER

29. 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