Financial Transparency as a Fundraising Strategy: What Donors Want to See

Date:

September 10, 2026

Time:

3:00 pm

-

4:00 pm

Type:

Breakout

Speakers:

Kate Azar

PNC Institutional Asset Management

Summary:

Donors are asking harder questions and expecting greater clarity about how nonprofits steward their resources. Financial transparency is no longer a back-office function—it’s a powerful trust-building strategy that strengthens donor relationships and drives long-term giving.

In this session, a former nonprofit CEO and fundraiser—now a nonprofit finance specialist—will unpack what donors really want to understand about your organization's financial health in 2026. Participants will learn how to communicate reserves, liquidity, budgets, and sustainability in ways that build confidence rather than overwhelm. We’ll explore the financial metrics that matter most to donors, the common misconceptions that shape donor perceptions, and how to translate complex financial information into clear, compelling messages that support fundraising outcomes. 

Attendees will also gain insight into what financially resilient organizations did differently during recent periods of uncertainty—and how fundraisers can frame resilience as part of their donor narrative. 

Finally, we’ll address the often challenging relationship between fundraising and finance teams, offering practical strategies for building alignment, creating shared language, and partnering to tell a stronger, more cohesive financial story. Participants will leave with tools, frameworks, and real-world examples to help them strengthen trust, communicate financial stability, and confidently engage donors in building what’s next.