A well-done annual report serves more than one function.<\/p>\n
It summarizes your annual progress toward meeting your mission. It celebrates your accomplishments, amplifies voices from your community, and expresses gratitude to your donors. It previews your goals for the year ahead. Over time, your annual reports form a historical record of your organization’s evolution.<\/p>\n
Annual reports come in many forms\u2014and yours should reflect your unique nonprofit! Annual reports can be narrative, focusing on storytelling, or center on charts, tables, and percentages\u2014or some combination of both. They can be five pages or 15. (In fact, the nonprofit Literacy Volunteers of Bangor fit their report on a single postcard<\/a>.)<\/p>\n Whether you are getting ready to start your first annual report, or you are looking for ways to improve next year\u2019s annual report, this checklist covers the basics of how to create a nonprofit annual report that accurately and expertly shows your organization\u2019s impact to the world:<\/p>\n Developing an annual report takes more than a day, a week, or even a few months. You should really think about how to capture your impact year-round. Read on for more details.<\/p>\n The year of the report and the name of your organization should be easy to spot.<\/p>\n Standard annual reports include a mission statement or an \u201cabout us\u201d section, along with a review of your major accomplishments during the year at hand and a summary of your finances.<\/p>\n Make sure you keep a detailed financial record throughout the year and record how much you spent on each project, event, and overall operational expenses. [Learn more about how to create a strong financial record.<\/a>] The financial summary in your annual report won’t list it all, but rather is a snapshot that gives the reader insight into your funding sources and how much you spent to achieve your mission.<\/p>\n Remember to accurately track how many community members attend each event, the outcomes, and the activities of each event. This will help you provide an accurate summary of your projects’ overall impact results for the year.<\/p>\n Consider including a message from one or more of the following individuals:<\/p>\n Words aren\u2019t enough! In fact, too many words can make your annual report hard to follow or uninteresting. Your nonprofit is surely made up of a passionate staff working with an excellent community. Photos of your nonprofit in action (or infographics) make your mission and impact more real to your supporters and are an essential part of making your annual report unique to your organization. For a detailed guide to choosing photos, check out GlobalGiving\u2019s photography tips<\/a>.<\/p>\n There are countless options and shifting expectations for annual reports in the digital age. Learn more non-traditional report styles in this Bloomerang article<\/a>.<\/p>\nGive yourself ample time to develop your annual report.<\/h4>\n
Don\u2019t overlook small, but important details.<\/h4>\n
Include the fundamentals.<\/h4>\n
Summarize your finances.<\/h4>\n
Showcase impact figures.<\/h4>\n
Offer multiple perspectives on your work.<\/h4>\n
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Show rather than tell.<\/h4>\n
Get creative!<\/h4>\n