11 June 2025
Reconciling CRM exports with bank deposits before board season
A step-by-step approach for Korean nonprofits whose CRM totals never quite match the finance team's ledger figures.
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Articles on donor reporting practice
Practical notes from our Bucheon studio on preparing charts, reconciling donor records, and presenting findings to nonprofit boards.
2 April 2025
Why first-year donor cohort charts belong in every annual report
Retention cohorts reveal whether your acquisition spending produces repeat givers — a figure most annual reports bury in a single percentage.
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17 February 2025
Preparing source files before a reporting engagement intake
The file checklist we send every new client — and the three upload mistakes that delay delivery most often.
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6 November 2024
Writing executive narratives for board members who are not fundraisers
Finance committee members and community representatives read your annual report differently than development staff. Here is how we adjust tone and structure.
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