Nonprofits: Gear Up Now for the Busy Season Ahead

Rose Report: Issue 33

Rose Report Nonprofit Planning

No matter who you are, you can’t deny you smile a bit more during the holiday season. Those weeks in between a Thanksgiving turkey dinner and a holiday ham have people cheering from the break they just had, and looking forward to the break that is soon to come. As many nonprofit professionals know, this is typically the time that donors are feeling the most benevolent—not to mention evaluating their charitable giving for the year and looking at tax implications.

Although those cold winter months may seem far away, it’s never too early to start your preparation. The end of summer tends to be a slower donation time, as people are in and out of town and making the most of the warm weather. This leaves you with an opportunity for your organization to proactively strategize and plan for the busy season ahead. Here are some ways that you can start to get ahead on the fundraising front.

Get online
If your organization hasn’t gotten online yet, this may be the right time to build that presence! While creating your website, make sure it is compatible with mobile devices and simple to navigate. The donation button should be clear, easy to find and eye catching. Donation pages should be uniform with the theme of the website. And remember, your page should be optimized with the most up-to-date security settings to protect each donor’s financial identity.

Consolidate
Many organizations use different software applications to keep track of mailing lists, tracking donations and volunteer information. Consolidating your system to one platform during the off season is a great investment. Juggling multiple management applications increases the odds of lost, duplicated or outdated information. Not to mention that bringing these together saves time in the future, and allows you to do some much-needed database cleaning at the same time.

Be strategic and creative
Use your downtime to create a long-term strategy for your fundraising efforts. It is important to think outside the box and draw on your organization’s creativity. Simple steps like adding pictures and incorporating a fun newsletter into your organization’s routine can help you attract and retain donors who appreciate the effort that is put into maintaining relationships with them. Also, by using your organized donor database, you can identify the different audiences you are trying to reach and create personalized strategies for each. When doing this, you should be focusing on the strength of their relationship with the organization and how active they have been in the past. By personalizing your campaigns and reaching out in new and creative ways, you can enhance your organization’s visibility for each target group.

Make sure you have financial clarity
Summer is also a great time to ensure that your accounting system is ready for the busy fundraising season. Inside membership-based organizations and public charities shouldn’t overlook the importance of accurate, timely and consistent financial reporting. Rose Financial Services can help bring clarity to your organization’s financial information and has extensive experience assisting nonprofits with their tax reporting.

 

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September 4, 2025
Rose Financial Solutions (“ROSE®”), a pioneer in Finance as a Service ( FaaS ), today announced new strategic partnerships designed to empower fractional CFOs and CPA firms to support clients with scalable financial infrastructure. Through alliances with Apex Finance Solutions, CFO Advisory DC, CTM Partners, and Rubino & Company , ROSE is expanding access to scalable, AI -enabled solutions that simplify financial operations and amplify the value advisors deliver to growing businesses. “Fractional CFOs and CPA firms are critical growth partners for businesses, but they shouldn’t have to build financial infrastructure on their own,” said Ted Rose, President, CEO, and Founder of ROSE . “With these partnerships, we’re giving them access to enterprise-grade tools that drive efficiency, scalability, and insight—so they can remain focused on their most important role: trusted advisors.” At the center of these partnerships is ROSE’s Finance as a Service ( FaaS ) model, which integrates People, Process, Technology, Organization, and Data . This framework simplifies back-office operations while empowering financial leaders with real-time insights, audit-readiness, and proactive decision-making . All four partners now gain access to Easby ® , ROSE’s AI-powered, enterprise-grade automation platform that seamlessly integrates with accounting systems to transform financial data into actionable intelligence. Meet the Partners Apex Finance Solutions : Guides high-performing entrepreneurs with executive-level financial leadership. With Easby®, Apex enhances its strategic advisory capabilities through real-time data insights. CFO Advisory DC : Brings a global perspective from private equity, impact investing, and strategy consulting. Easby strengthens its ability to deliver operational excellence and scalable growth strategies. CTM Partners : Specializes in driving scalable growth and operational efficiency through financial leadership. By leveraging ROSE’s FaaS model, CTM expands client visibility and decision-making agility. Rubino : A Maryland-based CPA firm delivering audit, tax, and CFO consulting expertise (through their CAS – Client Accounting Services). By integrating Easby, Rubino enhances compliance readiness while delivering deeper client insights. “This is just the beginning of our CFO and CPA partner network buildout,” added Rose. “Our goal is to ensure every growth focused organization in the nation has access to the same level of sophistication and scalability as enterprise finance teams—without the cost or complexity. Our nationwide network will reshape the way financial leaders deliver trusted, data-driven advisory services.” About Rose Financial Solutions ROSE is a leading provider of Finance as a Service (FaaS – next generation of finance and accounting outsourcing) , helping businesses simplify financial operations by aligning People, Process, Technology, Organization, and Data . Its enterprise-grade AI-enabled automation platform, Easby® , transforms financial data into actionable insights, enabling companies to scale with confidence and agility. With ROSE and Easby, organizations achieve audit readiness, operational efficiency, and data-driven decision-making—redefining the future of finance and accounting. To learn more about how ROSE and Easby® can transform your financial operations, visit www.rosefinancial.com and www.easby.ai . Ready to empower your firm with enterprise-grade financial infrastructure? Contact us today to explore partnership opportunities.
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