Give your board a clear view of fundraising

A board report should answer a few decisions clearly: how giving changed, which campaigns contributed, and what needs attention next. Start with an agreed reporting period and definitions that remain consistent from one meeting to the next.

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What to review before you start

Separate gross gifts, refunds, recurring activity, and campaign attribution where relevant. Include the date of the source data and explain missing coverage. A short narrative about what changed is more useful than a large table without context.

Agree on the reporting period, audience, and definitions.
Reconcile the figures with donation sources and finance records.
Add context, open questions, and the decisions the board needs to make.

Common questions

What should a nonprofit fundraising board report include?

Start with giving totals, trends, recurring donor activity, campaign results, and material exceptions. Choose measures that support the board's decisions.

Should every recipient see individual donor details?

Share only the information needed for the report's purpose. Review the recipient list and your organization's data-sharing policy before distribution.

See how this fits your nonprofit.

Bring your campaign goals, source platforms, and workflow questions. We will review the options available for your organization.

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