Creating an effective annual report isn't easy.
Don't do it alone.
This IS not another "how-to" guide.
It's a framework that will change how you develop, design, and deploy your annual report.
Built from more than 10 years of working alongside nonprofit organizations, the Annual Report Tool Trunk shares the same processes, planning tools, and best practices we use with our own clients.
This interactive PDF will actively help you develop the strategy, organization, content, and distribution plan for an annual report that can serve as a year-round fundraising tool.
It won't do the work for you, but it will help you ask better questions, stay organized, avoid common mistakes, and create a report that's more strategic, more impactful, and far more valuable than a document that gets mailed once and forgotten.
Need more help?
Let's do this together.
What's in the Trunk?
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A 36-page Interactive Planning workbook
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Annual Report Template for Gathering Data, Writing Copy, Designing & Distribution
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Data & Impact Discovery Worksheet
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Timeline & Milestone Planner
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Strategic Page Ladder Planner
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Impact Tracking & Outcomes Worksheets
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Writing for Impact Worksheet
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Financial Reporting Worksheet
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Design & Layout Best Practices & Examples
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Report Recipient Planner
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Year-Round Use Playbook
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File Organization Guidelines
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Optional Report Readiness Review Session
Add a Report Readiness Review Session
Save more than $20 by purchasing a Report Readiness Review Session, in advance, with your Annual Report Tool Trunk. Complete the Tool Trunk and schedule a 60-Minute strategy-packed review session before you start writing. Sessions can be purchased any time, but you save by purchasing in advance now.
ANNUAL REPORT TOOL TRUNK DOWNLOAD
60-MINUTE STRATEGY SESSION
SAVE OVER $20 BY PURCHASING BOTH