Creating an effective annual report will engage your donors, increase the potential for new partnerships and can attract more volunteers for your organization.
This information will explain why creating an annual report is important for your organization and how to ensure you create a report that engages all your target audiences. You will learn how to simplify your information gathering for what to include in your report; discover effective report themes, designs and styles; understand how to handle donor lists; and learn the must-have content for when space is tight. The material 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 gain tips for how to avoid common mistakes (what not to do); and discover how to distribute your report in new ways to connect with your mobile donors, volunteers and supporters. You will leave with a checklist to make your job easier.
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Why Lorman?
Over 33 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
- Objectives
- Desired Outcomes
Creating the Ideal Report for Your Target Audience(S)
- Identifying Your Audience(S)
Preparing to Create Your Annual Report
- Process
- Preparing Throughout the Year
- Timeline
- Financial Information
- Accomplishments
- Photos
- Whom to Involve
Writing and Designing Your Annual Report
- Theme
- Sections and Outline
- Ideal Length
- Writing Style
- Photos and Photo Captions
- Must Have Content
- Engaging Elements
- What Not to Do
- Addressing Bad News
- Donor Lists
- Executive Letter
Distributing Your Annual Report
- Timing
- Electronic
- Social Media
- Other Uses
Next Steps
- Checklist
- Resources
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Why Lorman?
Over 33 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.
Enrolled Agents 1.0
- This program qualifies for 1.0 hours of Continuing Education Credit for enrolled agents under Treasury Department Circular #230 Section 10.6(g).
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 33 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
Ascend Integrated Media
- Vice president, media development at Ascend Integrated Media
- Nearly 40 years of experience in communications, publishing, new product development, and mergers and acquisitions
- Ascend Integrated Media creates print and digital content for 20 associations and nonprofit organizations throughout the U.S.
- Client partners include 15 associations that specialize in health care
- Ascend creates and distributes custom content to help fully engage its partners’ members, supporters and consumers
- Writer on topics regarding nonprofit fundraising, communications and volunteering including the white paper, Improve Your Nonprofit Communications Program
- President of the Board of Directors for Cancer Action in the Kansas City metro (six years on the board)
- Volunteers in various communications and sponsorships roles for various nonprofits
- Served during 2011 on the planning committee for the annual Philanthropy Midwest Conference in Kansas City, Missouri
- 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 913-469-1110, [email protected] or www.ascendintegratedmedia.com
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Why Lorman?
Over 33 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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