Why Most Advancement Board Reports Don’t Work — and How to Fix Them
Reimagine how your Advancement team communicates with one of its most important audiences: the Board of Trustees. This session shows you how to turn traditional Board reporting into clear, visually-driven communication that Trustees can actually understand and use. Learn how to move beyond transactional charts and gift tables by presenting trends, outcomes, and donor behavior in ways that are easier to grasp and more likely to prompt thoughtful questions and strategic discussion. Using real examples from schools across the country, we’ll compare typical Board reports with redesigned, more intuitive alternatives that help Trustees focus on what matters. We’ll approach this from two angles: the Advancement team seeking meaningful buy-in, and the Trustees who want to help but don’t always know what they’re looking at. Designed for Advancement leaders, Heads of School, MarCom professionals, and anyone who collaborates with Boards.