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Happy Birthday, Fun with Financials!

When Carol started Fun with Financials in 2004, she started with ideas that seemed pretty revolutionary.

Nonprofits need reserves.

Summarizing nonprofit financial health in three simple 3 Keys: don’t borrow from your future, plan for your reserves in, and your budget is your plan for those reserves.

Funders, stop asking for those fake funder budgets.

And like any good revolutionary ideas, these took time to take hold. And really the reason they took hold was because of you, our dear clients, friends and supporters.

These ideas and our work is in service to the movement – to make us stronger, more nimble and with continued success in our quest for equity & justice.

Thanks for your painstaking work to put these ideas in practice and see the results with us. We couldn’t have made it to 20 years without you!!

Here’s to many more years of social justice wins with a side of fun (with financials!).

We’re excited to share our 20th anniversary video with you – along with introducing our new mascot, Cashie.

A big thanks to 3 Apples High for their incredible partnership, creativity and shared love of Gen X nostalgia in creation of this video. 

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