This document provides tips for transforming an annual donor report into an impact report that tells your organization's story in an engaging way. It recommends including interactive elements, highlighting a case study, using photos and stories of the people helped, and giving donors credit for the impact by placing them at the center of the report. The goal is to move beyond dry financial data and instead focus on how donor contributions created meaningful change through the organization's work over the past year.

1. Transform your Annual Donor
Report into an Amazing Impact
Experience
Lynne M. Wester
@donorguru

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/

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

34. • THANK YOU!
• lynne@donorrelationsguru.com
• www.donorrelationsguru.com
• Twitter- @donorguru