Paypal vs Integrated Donation form

3 Awesome Annual Report Themes with Examples

The days are over when providing your supporters with some dull stats will suffice as your annual report. Now, the pressure is on to make annual reports interesting, engaging, and visually stimulating. One trend that feeds into this kind of thinking, and we hope will stick around, is creating themes for annual reports.

The title of the report usually lays out the theme, and it’s carried through the rest of the report. It is reflected in the section headings, and in the design and feel of the report. Here are three stellar annual report themes worth considering for your non-profit:

1. Making Donors the Star

According to Katya Andresen, non-profit marketeer, a great theme that is showing up lately is putting donors at the centre of the report; making them the hero of your story, and the star of your show. Giving donors the credit, says Katya, makes for an incredibly effective annual report, because you show them that their support really matters. This Annual Report from the Austin Children’s Shelter does a really good job at doing just that!

 

2. Showing Impact

Another theme showing up is impact reports. Impact reports are not about reporting your financials or your donor list. Instead more value is placed on what matters most – the impact your non-profit has had on the world around you. The impact report is shorter than the annual report and focuses more than 50% of it’s pages on programs. We see them replacing Annual Reports more and more often, not always in the title but in the content, and they are incredibly effective at engaging donors, and instilling trust so they will continue to give.

Heart to Heart International’s Annual Report is a great example of showing impact. ActionAid’s Annual Report is another great example.
Thank you letter

3. Story Telling

Another theme you might want to consider is using case studies to tell stories. Ensuring there are active ‘voices’ in your document (service users, volunteers, staff, partners etc) can really help give character to your annual report. It helps demonstrate the impact and value of your organization and the difference you make to people’s lives.

Think about how you can communicate their experiences. You can use quotes, images and multimedia – perhaps a podcast or short video. This Annual Report from Crisis does a really good job at story telling and is worth a look.

 

Don’t Overdo It

While the examples above include animations, custom layout, and custom graphics, don’t feel like you need to go to these lengths in order to produce a quality, themed annual report. While larger organizations can get away with spending big bucks on the presentation of their annual report, in smaller organizations, most donors would see this as an unwarranted extravagance.

You can certainly get the message across on a much smaller budget. And if you need some help with creating infographics, easelly is a really great free tool. Also, you can check out these 50 great designs compiled by blogger Francesco Mugnai to get some inspiration.

Final Notes

On top of making the report interesting, engaging, visually stimulating, you also want to ensure it’s easy to access, easy to understand the numbers, and is available in multiple formats. We recommend having it available online, as well as mailing the full version to large donors and at least a postcard version to everyone else.

Download Your Free Guide on Choosing CRM Software for Your Nonprofit!

  • Hidden
  • Hidden
  • Hidden
  • This field is for validation purposes and should be left unchanged.

GET MORE CONTENT LIKE THIS DELIVERED TO YOUR INBOX!

Sign up for our newsletter packed full of nonprofit help!

  • Hidden
  • Hidden
  • Hidden
  • Hidden
  • This field is for validation purposes and should be left unchanged.
Scroll to Top

Premium Case Management Package

Take your program to the next level by integrating your fundraising.
Includes:

All Basic features:

  • Client profile & case intake definition
  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

All Standard features:

  • Specialized Case Management setup (configured for health & social services, transition & emergency shelters, hospice & palliative care)
  • Client registration & intake webforms

Plus:

  • Donor management
  • Donation webforms
  • Pledges & monthly donations
  • Automatic receipting
  • Fundraising campaigns
  • Event management

Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 13 concurrent users

Need more contacts, storage, or users? Just ask us!

Premium Memberships Package

Take your program further by integrating fundraising.
Includes:

All Basic features:

  • Manage member lifecycles
  • Member & membership tracking
  • Custom membership level definition
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

All Standard features:

  • Membership registration webforms

Plus:

  • Donations & fundraising
  • Donation webforms
  • Pledges & monthly donations
  • Fundraising campaigns
  • Event management
  • Automatic receipting
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Standard Memberships Package

Membership purchases flow from your web forms, through payment processing, and into your database, so there's less effort and less errors.
Includes:

All Basic features:

  • Manage member lifecycles
  • Member & membership tracking
  • Custom membership level definition
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

Plus:

  • Membership registration webforms
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Premium Donations Package

Manage complex donations for planned giving and larger gifts.
What's Included

All Basic features:

  • Donor & donation tracking
  • Email marketing
  • Fundraising campaigns
  • Pledges & monthly donations
  • Event management
  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

All Standard features:

  • Donation webforms

Plus:

  • Grant Management
  • Major Gift Proposals
  • Prospecting
  • Volunteer Management with online signup

Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users

Need more contacts, storage, or users? Just ask us!

Standard Donations Package

Donations flow from your website forms, straight through payment processing, and to your database, so there's less effort and less errors.
What's Included
All Basic features:
  • Donor & donation tracking
  • Email marketing
  • Fundraising campaigns
  • Pledges & monthly donations
  • Event management
  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Plus:
  • Donation webforms
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Basic Memberships Package

Manage your members and membership campaigns, engage members, and increasing revenue.
Includes:
  • Manage member lifecycles
  • Member & membership tracking
  • Custom membership level definition
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Basic Donations Package

Manage your donations and fundraising campaigns, engage donors, and increase revenue.
What's Included
  • Donor & donation tracking
  • Email marketing
  • Fundraising campaigns
  • Pledges & monthly donations
  • Event management
  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Standard Case Management Package

Pre-configured client management modules fit your exact program and make your administration even easier.
Includes:

All Basic features:

  • Client profile & case intake definition
  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

Plus:

  • Specialized Case Management setup (configured for health & social services, transition & emergency shelters, hospice & palliative care)
  • Client registration & intake webforms

Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 8 concurrent users

Need more contacts, storage, or users? Just ask us!

Basic Case Management Package

Manage intake forms and client data securely so data transitions seamlessly from when a case opens to its close.
Includes:
  • Client profile & case intake definition
  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Wait, don't go away empty handed.

Join 50,000 other nonprofits in getting the BEST nonprofit tips, tools, and how-to guides delivered right to your inbox!

Subscribe to our newsletter: