Every gift your organization receives lives in two places: your CRM and your general ledger. Too often, those two versions of the truth don’t match — and reconciling them becomes a monthly scramble of spreadsheets, manual journal entries, and back-and-forth between development and finance.
The gap between a fundraising team and a finance team that trust the same numbers almost always comes down to the same three things: no shared definition of what counts as a gift, no automated way to move revenue data between systems, and no consistent process for handling pledges, adjustments, and matching gifts as they change over time.
Join us for a practical session on closing that gap for good. You’ll learn how to structure your gift data so it holds up on both sides of the house, automate the flow of revenue between your CRM and your accounting system, and build a reconciliation process that doesn’t eat up a week every month.
Here’s what we’ll cover:
- Why fundraising and finance so often report different numbers
- Building a shared gift coding structure both teams can trust
- Automating the handoff between your CRM and general ledger
- Handling pledges, refunds, and matching gifts without manual rework
- Real talk: what a realistic reconciliation process looks like, and where to start
Walk away with a clear framework for connecting fundraising and finance — so both teams close the books on the same numbers, every time.
