Comments

• We are on calendar year. Budget process begins October.

  in POLL: What time of year does your organization prepare its budget? Comment by KellyScott February 21
• Hi Jim I created a basic report using, serial number, donation date, donation name, donation id, and donation amount. You then filter by timeframe you want. I use this for our auditors. Hope this helps. Kelly Scott

  in How do other Canadian foundations produce a receipt report for their audit and T3010? Comment by KellyScott November 2023