Advancement in Action: Aligning Advancement and Finance for a Strong Fiscal Year Start

A coordinated start to the fiscal year requires tight alignment between advancement and finance. This month’s session shows how Raiser’s Edge NXT and Financial Edge NXT work together to improve accuracy, simplify reconciliation, and support shared visibility across teams.

You’ll see how integrated workflows reduce manual effort, strengthen trust in data, and help both teams enter the new fiscal year with clarity around revenue, commitments, and fund activity. Perfect for institutions looking to reduce friction and improve cross‑department collaboration.

What you can expect to see:

• Integrated gift and fund views that support shared understanding

• Reconciliation workflows that reduce manual back-and-forth

• Fiscal year readiness tools that help teams start strong

• Examples of advancement/finance alignment in action