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The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016

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Page 1: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016

1

Page 2: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016

Agenda

Key Findings

Technology’s Role

If Only They Knew

5 Recommendations to

Collaborate

Page 3: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016

1. What is the current state of collaboration?

2. What the biggest challenges?

3. What role does technology play?

WHAT WE SET OUT 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.

Page 4: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016

If They Only

Knew

Page 5: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016

How Fundraising Sees Finance

Page 6: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016

What Finance Is Really Like

Page 7: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016

How Finance Sees Fundraising

Page 8: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016

What Fundraising Is Really Like

Page 9: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016

FROM FUNDRAISING

Page 10: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016

FROM FINANCE

Page 11: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016

Key Findings

Page 12: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016
Page 13: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016

“How would you describe the relationship?”

44%

46%

9%

55%

39%

6%

Very Collaborative

SomewhatCollaborative

Not at allcollaborative

Finance Fundraising

Page 14: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016

Relationship Perception By Org Size

49%

43%

8%

60%

34%

5%

Very

Co

llab

ora

tive

Som

ew

hat

Co

llab

ora

tive

Not

at all

co

llab

ora

tive

Accountants Fundraisers

36%

53%

11%

48%

46%

6%

Ve

ryC

olla

bora

tiveS

om

ew

ha

tC

olla

bora

tive

No

t a

t a

llcolla

bo

rative

Accountants Fundraisers

Large orgs (>$10 mil)Small orgs (<$10 mil)

Page 15: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016
Page 16: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016
Page 17: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016

Challenges we allagree

on

Challenges we all agree

on

Page 18: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016

The Role

of Technology

Page 19: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016
Page 20: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016

Importance of Software Integration

50%

34%

16%

39%

40%

21%

Very Important

Somewhat Important

Not Important

Finance Fundraising

Page 21: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016

Importance of Software Integration

50%

34%

16%

39%

40%

21%

Very Important

Somewhat Important

Not Important

Finance Fundraising

Page 22: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016

Generational Breakdown

Page 23: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016

Let’s

Collaborate

Page 24: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016

#1: Joint Goal Setting & Budgeting

Page 25: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016

Fundraising

&

Accounting

101

#2: Training & Onboarding

Page 26: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016

#3: Reporting & Metrics Cheat Sheet

Page 27: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016

#4: Evaluate Opportunities for Integrations

Page 28: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016

#5: MAKE TIME FOR EACH OTHER

Page 29: The Collaborative Nonprofit: Building better relationships between fundraising and finance | AFPFC 2016

www.abila.com/collaborationstudy

Abila provides software and services to

associations and nonprofit organizations

and governmental entities that help them:

improve decision making

execute with greater precision

increase engagement

generate more revenue

Q&A

Contact Rich [email protected]

Contact Erika [email protected]