07/31/2026
The first several weeks of July are the quietest your office will be all year. Most people are easing back in after the holiday. Your fiscal year just closed. And that window — right there — is the highest-leverage time in nonprofit operations to get your systems set up right.
The organizations that feel behind by October? They skipped this part.
Here's what's worth tackling right now, while things are still quiet:
- Create new Campaign, Fund, and Appeal records for FY27. If your CRM has a clone or duplicate function, use it. "FY27 Fall Appeal" should exist before you need it.
- Set up your Events records for the full year. Your annual gala, your homecoming weekend, your spring luncheon. Having them in the system now means invitation lists, registration forms, and logistics can start taking shape before things get urgent.
- Refresh your reports. If any report filters are hard-coded to July 1, 2025 through June 30, 2026, fix them now. Better yet, challenge yourself to make every report dynamic so this is never a July task again.
- Update your acknowledgement letter templates. Once a year, minimum. Get the new versions from your fundraising team and load them now.
The organizations playing catch-up in October started July without doing this. Don't be them.
Save this, share it with whoever owns your CRM this month, and if your organization wants support getting your systems set up right for FY27, let's talk. https://www.littledatasolutions.com/consultation