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Impact Reporting for Savvy
Donors
Lynne M. Wester
@donorguru
Road Map
• Current State of Affairs
• The Components
• The Planning and The Execution
• Tips and Tricks
What is an annual report?
• An annual report is a comprehensive report
on a company's activities throughout the
preceding year. Annual reports are intended
to give shareholders and other interested
people information about the company's
activities and financial performance. They may
be considered as grey literature.
Plan to be Overwhelmed
• How do I get the information?
• How do I determine timing?
• How do I format the report?
• Benchmark!
• https://zapier.com/blog/online-annual-
reports/
Important Content
• Use interactive elements
• Present mission or value
• Highlight Case
• Have fun with stats
• Tell a story throughout
• Lay out photos of people
Recommendation:
• Transition your Annual Report into an IMPACT
Report!
• Tell Your Story!!
A Good Report:
• 1.)It gives the donors the credit and puts them
at the center of the report
2.) It is full of great stories
• 3.) It has a deft way of telling a story and using
powerful imagery without violating privacy
• THANK YOU!
• Lynne M. Wester
• lynne@donorrelationsguru.com
• www.donorrelationsguru.com
• Twitter- @donorguru

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2014 drgpp impactreporting

  • 1. Impact Reporting for Savvy Donors Lynne M. Wester @donorguru
  • 2.
  • 3. Road Map • Current State of Affairs • The Components • The Planning and The Execution • Tips and Tricks
  • 4. What is an annual report? • An annual report is a comprehensive report on a company's activities throughout the preceding year. Annual reports are intended to give shareholders and other interested people information about the company's activities and financial performance. They may be considered as grey literature.
  • 5. Plan to be Overwhelmed • How do I get the information? • How do I determine timing? • How do I format the report? • Benchmark! • https://zapier.com/blog/online-annual- reports/
  • 6.
  • 7.
  • 8.
  • 9.
  • 10. Important Content • Use interactive elements • Present mission or value • Highlight Case • Have fun with stats • Tell a story throughout • Lay out photos of people
  • 11. Recommendation: • Transition your Annual Report into an IMPACT Report! • Tell Your Story!!
  • 12. A Good Report: • 1.)It gives the donors the credit and puts them at the center of the report 2.) It is full of great stories • 3.) It has a deft way of telling a story and using powerful imagery without violating privacy
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
  • 21.
  • 22.
  • 23.
  • 24.
  • 25.
  • 26.
  • 27.
  • 28.
  • 29.
  • 30.
  • 31.
  • 32.
  • 33.
  • 34. • THANK YOU! • Lynne M. Wester • lynne@donorrelationsguru.com • www.donorrelationsguru.com • Twitter- @donorguru