Last week, Association of Fundraising Professionals International CEO Andrew Watt participated in the New York City Chapter’s Annual Membership Meeting and had a lot of great things to say. One of the smart and particularly easy ideas that he suggested was to ensure that the organizational description in your annual 990 report really tells your story, as many individual, corporate and foundation prospects & donors access these documents to learn a bit more about your group.
Commonly, since the organization’s Finance Office compiles the 990 report, the Development staff is not included in drafting the narrative text. Even though my colleagues and I do assist our Finance Office with the 990 preparation, I am giving this section a special look in our most recent report and will have some edits to suggest going forward.
Do you and/or your colleagues collaborate with your Finance Office on the preparation of your organization’s 990? Have you reviewed the organizational narrative?