Summer Planned Giving Housekeeping
-For many shops, particularly those with a June 30th fiscal year, fundraising activity hits a slump in the dog days of summer. Your donors are taking hard-earned vacations or may even be away at a second home for the summer, making them hard to reach. Hopefully your staff is using some vacation time to rest and recharge. If you’re experiencing a lull in proposal drafting and donor visits in July and August, but your finance team has not yet roped you into annual reporting responsibilities, here is some PG housekeeping that can be attended to in this quiet time.