Nonprofit Annual Reports - Go From Dry To Dazzling

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Presented at the NC Center for Nonprofits Conference October 2008, Raleigh NC

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  • Nonprofit Annual Reports - Go From Dry To Dazzling

    1. 1. Go from Dry To Dazzling Annual Reports: Kivi Leroux Miller
    2. 4. Do we REALLY need an annual report?
    3. 5. The watch dogs say “Yes!”
    4. 6. Donors also say “Yes” – Sort of.
    5. 7. Donors want results and to be thanked before they will give again.
    6. 8. You want to be responsive.
    7. 9. But you suffer from the curse of knowledge.
    8. 10. It should be easy for your supporters to see your impact.
    9. 11. Don’t make supporting you another thing on the to-do list.
    10. 12. Today you’ll get the tools to create an annual report that works.
    11. 13. Corporate Reports
    12. 14. Nonprofits Reports
    13. 15. What’s In & What’s Out? <ul><li># of people attending our workshops </li></ul><ul><li>Our new computer network </li></ul><ul><li>Our new website </li></ul><ul><li>Staff wedding news </li></ul><ul><li>Profiles of community award winners </li></ul><ul><li>Our response to bad legislation introduced at the Capital </li></ul><ul><li># of mailed copies of our newsletter </li></ul><ul><li>How we got back in the black </li></ul><ul><li>New program details in recently submitted grant application </li></ul>
    14. 16. Information You Do Need <ul><li>Accomplishments, with descriptions of the activities that brought them about </li></ul><ul><li>Powerful profiles, testimonials, stories about your work </li></ul><ul><li>Ample thanks to supporters </li></ul><ul><li>Calls to action </li></ul>
    15. 17. Information You Don’t Need <ul><li>Administrative inner workings </li></ul><ul><li>Personal staff and board news </li></ul><ul><li>Failed fundraising efforts </li></ul><ul><li>News that excites only you and your staff </li></ul><ul><li>Work that went nowhere </li></ul><ul><li>Future activities </li></ul>
    16. 18. The Four Broad Strokes Accomplishments People Financials Lists
    17. 19. Accomplishments
    18. 20. <ul><li>Translate your everyday activities into meaningful results for your community. </li></ul>
    19. 21. Exercise Convert Activities into Accomplishments
    20. 22. People
    21. 23. <ul><li>Let real people tell your story, instead of the nonprofit doing the talking. </li></ul>
    22. 24. Profiles, Testimonials and Quotes The Executive Message Photos with Great Captions
    23. 25. Profiles, Testimonials and Quotes
    24. 26. Exercise Who would you profile and why?
    25. 27. Photos with Great Captions
    26. 28. The Executive Message
    27. 29. Financials
    28. 30. <ul><li>Decide what level of detail to share and make it super easy to understand. </li></ul>
    29. 31. Five Formats for Financials <ul><li>Abbreviated financial statements </li></ul><ul><li>Income and expense pie charts </li></ul><ul><li>Income and expenses over time </li></ul><ul><li>Financial goals </li></ul><ul><li>Narrative explanation </li></ul>
    30. 32. Nature Conservancy 2006 Annual Report
    31. 33. CARE’s 2006 Annual Report
    32. 34. Lists
    33. 35. <ul><li>Donors </li></ul><ul><li>Board </li></ul><ul><li>Staff </li></ul><ul><li>Members </li></ul><ul><li>Key Volunteers </li></ul><ul><li>How Supporters Can Help You </li></ul><ul><li>. </li></ul>
    34. 38. Tell Your Story!
    35. 39. How Do We Get the Story Out There?
    36. 40. Traditional Reports Can Stretch Your Budget
    37. 42. Alternative Formats
    38. 49. Questions?
    39. 50. Weekly Webinar Series <ul><li>Oct 23 - Forget the General Public! How to Define and Reach Your Target Audience </li></ul><ul><li>Oct 29 - Blogging for Nonprofits: Tips, Traps, and Tales </li></ul><ul><li>Nov 6 - How to Write a 4-Page Nonprofit Annual Report - A Crash Course Webinar </li></ul><ul><li>Nov 12 - Online Writing: Dos and Don’ts of Writing for the Web and Email </li></ul>
    40. 51. Also See NonprofitAnnualReports. net

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