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Annual Fundraising Reports

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Development Directors get three consistent questions from the Executive Director and Board of Directors:

  1. How much did we raise last quarter?
  2. How does that compare to our expectations?
  3. What are we going to raise next year?
    (often phrased as, "Here's what we need to raise next year.")

What I love about Salesforce Matrix reports is that they empower Development Directors to pursue a thoughtful approach to decide the annual fundraising goal as well as report on progress throughout the year.

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