Fundraising with ease
Ashley Fehr, Leduc, AB
Senior Manager, Prairies Lead, ease Cloud Accounting Services
Challenge
A charity in Central Alberta needed to find more time in the day. Donation receipting was consuming so many hours that they had fallen behind on filing GST rebates. Additionally, they needed to spend more time on financial reporting to apply for major grants.
Solution
Our team sat down with the client to understand their needs before setting up a new accounting process. Leveraging Xero, we trained their team to automate donation receipting to save time and support their future success. We also helped the client catch up on their returns, worked with them to achieve grant reporting compliance, and offered advice on how they could meet their goals.
Results
The new accounting processes and technologies helped our client save time on donation receipting, increase cash flow, and gain access to up-to-date financial reporting. Timely donation receipting also improved donor confidence — empowering the charity to achieve its programming and resourcing goals.
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