Task list for a new fiscal year

Jennifer Reeder
Jennifer Reeder
Second Anniversary
in Blackbaud Raiser's Edge NXT®: General Discussions

Hi all! I work at an independent school and I am in the process of closing our fiscal year and I'm curious if anyone has a fiscal year end checklist? Specifically, the the tasks associated with the rollover/flip? Typically this would include not only creating new campaigns, funds, etc., but also graduating students to alumni, updating board members, etc.

Thank you!

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Comments

  • Beth Carlson
    Beth Carlson
    Name Dropper Participant First Anniversary Facilitator 1

    @Jennifer Reeder I'd like the same. I work for a private, Catholic high school. I'll love a Raisers' Edge (database view or NXT) end of year check list and then I'd add things to it like changes we also need to make to website, too.

  • Elizabeth Johnson
    Elizabeth Johnson Community All-Star
    Tenth Anniversary Kudos 5 First Reply All-Star Challenge: End of Year Fundraising Toolkit

    @Jennifer Reeder @Beth Carlson I work at an independent school serving grades 9-12. I have a list that I am not yet prepared to work on/share. If no one else has responded by the time I attend to it and make some initial updates, I will share the details.

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