Live Webinar

60-minute live streaming program
  • December 17
  • 1:00 - 2:00 pm EST

Also available as:

OnDemand Course

How to Write an Effective Nonprofit Annual Report

December 17

Creating an effective annual report will engage your donors, increase the potential for new partnerships, and attract more volunteers for your organization.

Many nonprofit organizations of all sizes struggle with how to create a compelling and engaging annual report. Those tasked with preparing an annual report often don’t understand what should be included and what is optional. Some nonprofit organizations believe the process of creating an annual report is too cumbersome and time-consuming.

This presentation will help those responsible for creating a nonprofit annual report learn how to create an effective report that will engage donors, increase the potential for new partnerships, and attract more volunteers for the organization. The material will explain the importance of creating an annual report for an organization and how to ensure the report engages all your target audiences. You will learn how to simplify your information gathering for what to include. Discover effective themes, designs, and styles. Understand how to handle donor lists and know what the must-have content is when the space is tight. The presentation will address topics such as; how to prepare financial information that your report recipients will understand, how to create an error-free report, and how to handle bad news or challenges. You will also gain tips on avoiding common mistakes and discover how to distribute your report in new ways (beyond the traditional printed brochure) to connect with your donors, volunteers, and supporters. You will leave with a checklist to make your job easier and more streamlined.

Learning Objectives

  • You will be able to describe the wide range of ideal target audiences for a nonprofit annual report to achieve your desired outcomes.
  • You will be able to discuss a variety of print and digital methods for distributing a nonprofit annual report to best fit your budget.
  • You will be able to explain the critical elements to include in a nonprofit annual report to heighten reader engagement.
  • You will be able to identify the primary individuals who should be involved in creating a nonprofit annual report to make your job easier.

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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Reasons for Creating an Annual Report
  • Primary Objectives
  • Ideal Desired Outcomes
  • Target Audiences
Preparing to Create Your Annual Report
  • Process and Roles
  • Preparation Timeline
  • Financial Information Preparation and Approach
Writing and Designing Your Annual Report
  • Themes, Content Outline/Sections and Design
  • Writing Style and Photo/Visual Treatments
  • Must-Have Content and Reader-Engagement Elements
Distributing Your Annual Report
  • Distribution Timing
  • Print Format and Alternative Digital Format Approaches
Resources and Checklist
  • Publishing and Distribution Tools/Resources and Example Annual Reports to Emulate
  • Voluntary Standards
  • Process/Preparation Checklist
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More Program Information

Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on April 30, 2019.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Live Webinar Registration

  • CPE 1.2 including Specialized Knowledge 1.2
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.2 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Specialized Knowledge for 1.2 hours. Prerequisite: basic knowledge of nonprofit governance issues. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     

Who should attend?

This live webinar is designed for accountants, CPAs, executive directors, officers, board members, controllers, CFOs, and tax managers.

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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Eric Jacobson

Eric Jacobson

Ascend Integrated Media

  • Vice President, Media Development at Ascend Media
  • Nearly 40 years of experience in communications, publishing, new product development, and mergers and acquisitions
  • Ascend Media creates print and digital content for dozens of associations and nonprofit organizations throughout the U.S.; client partners include dozens of associations that specialize in health care
  • Past President of the Board of Directors for Cancer Action in the Kansas City metro (eight years on the Board)
  • Volunteers in various communications and sponsorships roles for various nonprofits
  • Served on the planning committee for the annual Philanthropy Midwest Conference in Kansas City, Missouri, 2011
  • M.B.A. degree, Keller Graduate School, Kansas City, Missouri; M.S. degree in journalism, University of Illinois Champaign-Urbana; B.A. degree in journalism, University of Michigan
  • Can be contacted at 913-344-1436, [email protected] or www.ascendmedia.com
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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 409510
Published 2019, 2021
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