Last year we launched our Charity Survey. This form gathers information from charities so we can assess them for matches to our clients’ priorities. In 2025, 129 charities completed their charity survey. It’s provided us with a fascinating and helpful overview of the various types of charities – particularly as we review your financial statements. As time goes on, however, … Read More
Charity survey opens for 2025
Last year we piloted a charity survey which compiled key charity datapoints for major donors into a concise dashboard. Responses from 62 charities allowed us to better understand the daily realities of these organizations. In 2025, we’ve taken this survey and incorporated it into our new CRM, allowing it to be more seamlessly integrated into our systems. With your charity’s … Read More