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, you will have a new set of financial statements and data for the most recently-ended fiscal period. If we need this, we will contact you to refresh your survey results.

Alternatively, you may want to update your financials and other data even before we make this request. To do so now, log into your Submittable account and click on the Edit button. We will open up your survey so you can refresh your responses.