Your Annual Report In Times Of Crisis: Steps To Take Before The Year Ends

Fundraising performance expert Ellen Bristol will demonstrate how to use an annual report to address the impact of COVID-19 while strengthening connections with your community. You will learn what content to include and how to present it.

What You'll Learn

  • Why is an annual report worth the effort?
  • What are the five critical steps in preparing your annual report?
  • What data do you need? Where can you find it?
  • How should you tailor your writing to your constituents?
  • What resources are available to help you craft the text?
  • How can images and charts help you paint the picture?
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Training Overview

Your 2021 Annual Report: Increase funding by showing how much you accomplished this year.

As 2021 ends, now is the time to celebrate all your organization has accomplished during this tumultuous year. A comprehensive and compelling annual report can raise awareness of your nonprofit, thank your supporters, and advertise value to your community. It is essential to show your organization’s resilience and professionalism to increase donations.

You can use this snapshot of achievements to describe how you rose to the occasion to meet the high demand for services in 2021. Well-written content, timely data, and accompanying graphics will enable you to engage current funders, attract new ones, and recognize stakeholders.

If you wait until the new year begins, you will lose the opportunity to make meaningful last-minute tweaks to financial results and program accomplishments that can take your annual report from mediocre to marvelous.

  • Why is an annual report worth the effort?
  • What are the five critical steps in preparing your annual report?
  • What data do you need? Where can you find it?
  • How should you tailor your writing to your constituents?
  • What resources are available to help you craft the text?
  • How can images and charts help you paint the picture?
Recommended Audience
Who Should Attend?
  • Chief executives
  • Executive directors
  • Directors of finance
  • Directors of development
  • Development staff
  • Program directors
  • Board chairs
  • Nonprofit counsel
What's included
Training includes
  • Certificate of Attendance
  • All resources and training materials
About

Expert Presenter

Ellen Bristol
  • Founded Bristol Strategy Group in 1995
  • Thought leader in managing the performance of the revenue-generating teams in nonprofits, B-Corps, and social enterprises
  • Developer of the Fundraising the SMART Way™ methodology
  • Designer of the long-term research project The Leaky Bucket Assessment for Effective Fundraising
  • 20-year career as a major-account sales representative for Fortune 50 companies
  • Repurposed the most meaningful and proven disciplines of strategic sales management to the nonprofit sector