Pay Attention to Your Donor Retention

Ann Green Communications, donor relations, fundraising, planning , , , , ,

Now that you’ve sent your year-end appeal, take a look at your retention rate to see how well you did. A Guide to Donor Retention Poor retention rates are a chronic problem for nonprofit organizations, but it’s something you can fix.

Reach out to your lapsed donors

How did you do? Did you have a number of donors who gave in the past, but didn’t this year?  Reach out to these lapsed donors by phone or letter.  Let them know you miss them and want them back. Some people may have been busy in December (who wasn’t) and didn’t have time to respond to your appeals.

Who are you missing?

I hope you have a good database to keep track of your donor records.  Check to see who didn’t donate. You should be most concerned about past donors who didn’t give this year. There are a variety of reasons people don’t donate, and many of them are ones you can control.  If you have a number of first-time donors who didn’t give again, chances are you spent a lot of time enticing them to donate, and then, well not much after that.

The case of the disappearing donors

Ideally, once you get a donor, you should be able to keep the person, but that’s not happening.  According to the 2015 Fundraising Effectiveness survey, first-time donor retention is an abysmal 19%.  It’s 63% for repeat donors, which is nothing to celebrate. We can do better.

One of your priorities this year is to get your first-time donors to become long-term donors.  

Create a welcome plan for new donors

If you haven’t already done this, send your new donors a welcome kit by mail or email. Roll Out the Red Carpet for Your New Donors 

But keep showing the love to all your donors

You want as many donors as possible to give again, preferably at a higher level. This won’t happen if you don’t stay in touch throughout the year. Does Your Donor Communication Tell Donors What’s Next?

Create a donor relations plan in which you find ways to engage with your donors at least once or twice a month.  You can include this in your communications calendar. 

Know which channels your donors use the most, but don’t neglect direct mail. One idea is to send a thank you for being an amazing donor card at least once a year. If cost is an issue, spread your mailings out over the year, so you send a smaller number of cards each month. Donors may be pleasantly surprised to receive a card in May or September.

Be donor-centered

It’s not enough just to send a donor newsletter or post a social media update.  Most donor communication is all about the organization.  Share stories and updates your donors will want to read.

Keep building relationships

You can’t control your donors’ financial situation, but you can control your communication with them, and it needs to be whole lot better.

Pay attention to your donor retention and work on keeping your donors for a long time.

Image by Bloomerang

What Do Your Donors Think?

Ann Green Communications, donor relations, fundraising , , , , ,

 

Last month I read this article in the Boston Globe Magazine. You’ve been asking charities the wrong question It emphasized the importance of focusing on social impact rather than overhead costs. That’s an important discussion, but what struck me were the responses in the print version of the magazine.

Your intention may be very different from what your donors’ reaction will be.

Are you asking too often?

One person responded with”My husband and I are retired, but twice each year we send $10 or $20 to 10 or 20 charities. Within a week, they’re back again. It seems a waste of paper, time, and postage.” I can relate. The number of fundraising emails I received in December made my head spin.

Of course, you need to ask your donors for contributions. You have fundraising goals you need to meet, and the end of year fundraising surge is a proven way to raise revenue.  But your donors are seeing a lot of requests for money.

One way to alleviate this is not to send fundraising appeals to donors who have already contributed to your current campaign.  If that’s not possible, thank anyone who’s already donated.  Keep your appeals donor-centered and focus on building relationships.  Why Does Giving to Your Organization Feel Like a Transaction and Not a Relationship?

Perhaps instead of asking too often, you’re not thanking your donors and engaging with them enough.  Follow this golden rule of fundraising – ask, thank, report/engage, repeat.  You should be in touch with your donors anywhere between once a week and once a month in ways in which you’re not asking for money.  This could be via newsletter, email and social media updates, and thank you cards.

If the only times your donors hear from you is when you send a fundraising appeal, then yes it will seem as if you’re asking too often.  If you engage more with your donors, you might even raise more revenue.  Here’s How Often You Should Mail to Your Donors

The free stuff could cost you money

Another reader lamented the practice of organizations sending stuff such as labels or offering a premium if you make a donation.  “The waste of money on all these offers will not be my money.” Yikes. This is not what you want to hear from a donor.

Your donors want to help you make a difference.  They don’t want more stuff.  Your goal should be to find donors who will be committed to your cause and support you for a long time. If you think you can get more donors because you offer them a coffee mug, you’re reaching out to the wrong people.

Put yourself in your donors’ shoes

Every time you communicate with your donors ask what they will think.  How will she respond to this appeal?  Have we included an engaging story or is it just filled with boring statistics.  Will he want to read this newsletter article about our executive director receiving an award?  More likely a story about the Jones family moving out of a shelter and into their own home will generate more interest.

What you think and what your donors think are not the same. I encourage you to print this great Venn diagram created by Marky Phillips to help you remember what your donors think is important. The fundraising paradox

Image by Marky Phillips

 

 

 

How You Can Do Better in 2016

Ann Green Communications, donor relations, fundraising, writing , , , , , ,

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Happy New Year! I hope you had a good holiday. I also hope 2015 was a good year for your organization.

The New Year is a good time to evaluate what worked and what didn’t last year.  Here are a few areas that I think need improvement.

Do a better job of thanking your donors

I know you spent a lot of time working on your year-end appeal, but many organizations fall short when it comes to thanking their donors.

Thank your donors right away, and not by sending a generic looking receipt.  Shower them with love whether it’s on your thank you landing page, an email, letter/note, or phone call.  BTW, I believe all donors, even those who give online, should get a thank you by mail or phone call.  It will make a better impression and that’s what you want.

Don’t Treat Thanking Your Donors as an Afterthought

And don’t just thank your donors after they make a donation. Keep thanking them throughout the year – at least once a month. A thank you plan will help you with that. Why You Need a Thank You Plan

Focus on your donors, not your organization

Okay, you’re planning to share accomplishments with your donors in an annual report, newsletters, and email and social media updates.  But that’s not enough.  Many annual reports and newsletters can be used as a cure for insomnia.

I just received a year-end update from an organization that opened with “X organization continues as a world leader in….,” and emphasized being number one and top ranked.  In the midst of this three-page organizational love fest, they only thanked their donors for their support a couple of times and included very few examples of how they’re helping the people they serve.

You need to reverse this.  Pour on the praise for your donors and go beyond just telling donors “your support of our mission has made it possible for us to reach these achievements…” Yawn.  Give specific examples of how you are helping people, and dial back on the bragging. How You Can Share Accomplishments Without Bragging

Use language your donors will understand

Your donors don’t use words like underserved or disenfranchised, and neither should you. Write as if you’re having a conversation with a friend.  Be clear and specific.  Something like – Thanks to you, the Connors family can move into a home of their own.  

Take this advice from the Center for Plain Language – Make it Clear

Let’s Start a Nonprofit Plain Writing Movement

You only have a few seconds to get your donors’ attention. Don’t blow it by using language they won’t understand.

Stay in touch throughout the year by using a communications calendar

I’ve emphasized the importance of staying in touch with your donors throughout the year.  I know it can be hard, but it will be a whole lot easier if you use a communications (aka editorial) calendar.  Make it Easy to Stay in Touch with Your Donors by Using a Communications Calendar

Your donors want to hear how they’re helping you make a difference. Don’t let them down.

I hope you’ll take the time to make improvements in these areas. Here’s wishing you a successful 2016.

Why Does Giving to Your Organization Feel Like a Transaction and Not a Relationship?

Ann Green appeal letters, Communications, donor relations, fundraising, website, writing , , , , , , ,

506328659_22260c5bb2_zFor the last couple of years, I’ve done my year-end giving online on #GivingTuesday.  The day before I purchased Christmas gifts on Cyber Monday, and there wasn’t much difference in the process.

Is it #GivingTuesday or Asking Tuesday?

On #GivingTuesday I was inundated with emails asking for donations, just like the day before I was barraged with emails from Amazon and Zappos.  I know organizations are trying to capitalize on #GivingTuesday, but it was more like Asking Tuesday.

I was told I only had a few hours left to give. Really?  But this isn’t the only day to give. If you’re going to stress urgency, focus on the need of your recipients and not your organization.

I saw very few hints of any type of relationship. Only one organization recognized me as a past donor. Your generosity makes the work we do possible

Many emails began with the dreaded Dear Friend.  Some of these came from large organizations that should be able to afford a database that personalizes salutations.

Some organizations stressed the importance of being a part of #GivingTuesday.  Why is that important? I would rather be a part of helping you make a difference for the people you serve.

Your donors don’t want to receive an appeal when they’ve already donated.  At the very least include a thank you like this – We want to extend a huge THANK YOU to those who have already given.

You can do better by opening your appeal with a story and thanking donors for their past support. Give donors a compelling reason to give and focus more on the relationship and not the transaction.

I’m not the only one who felt this way.  COULD DECEMBER BE THE MONTH WHEN YOU WILL LOSE THE MOST DONORS?

A receipt is not a thank you

When I shop online, I don’t expect the receipt I receive to be as warm and fuzzy as the sweaters I just purchased, but I do expect something personal after I make a donation.

Your thank you landing page is a chance for you to make a good first impression and that doesn’t always happen, especially on some third party sites.

Here’s an example that’s pretty blah.

DONATION CONFIRMED
Thank you for your generous gift to
DONATION SUMMARY AND RECEIPT

.

This one’s a little better, although I would nix the On the behalf of ……

Thank You!

On behalf of the Board of Trustees and staff at X, thank you for your generous online contribution.

Even better

Thank you Ann!

None of the email thank you messages I received knocked my socks off. Here are two openings that are particularly bad.

Thank you for making a donation to x

Here’s an acknowledgment – you should keep this for your records:

 

Thank you for your donation to x

If you have any questions about your donation, please email x and reference number 151201134525.

Yes, I’m feeling the love right now.

But all hope is not lost. I received a follow up thank you email a few days later with the subject line

You #CrushedIt on Giving Tuesday

Almost every online donation I made felt like a transaction. I know you need to include the donation summary and tax ID information, but put that at the end of your thank letter, after you tell your donors they’re amazing.

Donor Relations Guru Lynne Webster has some additional insights #GivingTuesday 2015, and here are some ways to give your donors a better thank you experience. Don’t Treat Thanking Your Donors as an Afterthought

Keep this in mind for all your appeals, especially the ones you send at the end of December.

Focus on the relationship, not the transaction.

Photo by Paul Downey

Make it Easy to Stay in Touch with Your Donors by Using a Communications Calendar

Ann Green Communications, donor relations, fundraising, marketing, planning , , ,

21845903390_87736502bb_zMany of you are working hard on your year-end appeal.  You may have also participated in #GivingTuesday. If you think you can rest easy after the fundraising  season is over, think again. Your work has just begun.

You need to communicate with your donors at least once or twice a month throughout the year.  If you’re getting butterflies in your stomach wondering how you’re going to pull this off, then you need a communications calendar (also known as an editorial calendar).

I like the term communications calendar because it emphasizes the importance of communicating with your donors and other supporters all-year-round.

This is not just a job for your marketing department. All departments need to work together.  Figure out what information you need to share and when to share it.  You want a consistent stream of information – not three emails in one day and nothing for three weeks.

As you put together your communications calendar, think about how you will use different channels and which audience(s) should receive your messages. You may only send direct mail a few times a year, but send an e-newsletter once a month and communicate by social media several times a week. You’ll often use a number of different channels when you send a fundraising appeal or promote an event.

Start big by looking at the entire year and then break it down by months and weeks.  You’ll keep adding to your communications calendar throughout the year.

Here are some categories you can use in your communications calendar. Some items will be time sensitive and others won’t be.

Events

Does your organization hold any events? Besides your events, are there other events in your community that would be of interest to your supporters? This is a great thing to share on social media.

Legislation

Advocacy alerts are a wonderful way to engage with your supporters. Be on the lookout for any federal or state legislation that’s relevant to your organization. Encourage people to contact their legislators about an issue or a bill. Then report back to them with any updates, and thank them for getting involved.

Time of year

Is there something going on during a particular month that’s pertinent to your organization? Perhaps it’s homelessness awareness month.

Thanksgiving, the holidays, and winter can be a difficult time for some people. How can you weave that into a good story to share with your supporters?

News stories

You won’t be able to predict news stories in advance. However, if there’s a hot item in the news right now that’s relevant to the work you do, that could be something to share.

Fundraising and recruitment

Be sure to add your fundraising appeals to your communications calendar. You want to highlight these and not inundate your donors with a lot of other information at that time.

If your organization has specific times it needs to recruit volunteers, add that to your calendar, as well.

Thank your donors

Figure out different ways to let your donors know how much you appreciate them. Do this at least once a month.

Ongoing content

If you’re making a difference, you have stories to tell. Share a story at least once a month. Client success stories are best. You could also profile a board member, volunteer, donor, or staff member.  Be sure to highlight what drew them to your organization.

Keep it up

As you hear about other relevant information, add it to your calendar, so you can stay connected with your supporters throughout the year.

Here is more information to help you create a communications/editorial calendar.

Coordinate Your Team with the 2016 LightBox Collaborative Editorial Calendar

Editorial Calendars – Resources for You

How To Create A Story Editorial Calendar

Why Editorial Calendars Help Nonprofits

Photo by Jeff Djevdet http://speedpropertybuyers.co.uk/

Make an Investment in Your Donors

Ann Green Communications, database, donor relations, fundraising, planning , , , , ,

This post was included in the November Nonprofit Blog Carnival: A Call to Abundance

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I know many nonprofits have limited resources.  These can include budget, time, and staff.  I also know it’s hard when you feel you’re barely scraping by.  But there are some areas where you can’t skimp.  Think of it as making an investment in your donors.

Invest in a good database and email service provider

The best ones aren’t free.  Fundraising consultant Pamela Grow gives an example of being told to weed out donor data because the database the organization had was only free if it held less than 500 donor records.

This is crazy.  A better database and email service provider can help you raise more money. You can segment your donors by amount and politely ask them to give a little more in your next appeal – $35 or $50 instead of $25.

A better database can help you with retention. You can personalize your letters and email messages.  No more Dear Friend.  You can welcome new donors and thank donors for their previous support. You can record any personal information, such as conversations you had with a donor and their areas of interest.

Don’t cut corners when it comes to your donor data. Here’s more information to help you find a database and email service provider that’s right for you.

Finding the Right Donor Database for Your Nonprofit

Compare Non-Profit Software

The 4 Best Email Marketing Software for Nonprofits

MailChimp vs Constant Contact: Which Email Marketing Software Reigns Supreme for Small Businesses?

Invest in direct mail

Direct mail is an effective and more personal way to communicate with your donors. Every day we’re barraged with email and social media posts, but receive just a few pieces of postal mail. Your donors will be more likely to see your messages if you send them by mail.

You don’t have to mail that often but aim for at least three or four times a year.  I know it can be expensive, so be smart about what you send. Two to four-page newsletters and annual reports are fine. Lengthy communication will cost more and your donors are less likely to read it.  Remember to also make everything  you send donor-centered.

Plan ahead.  If you have a small staff, you may need to start working on a special Valentine’s mailing right after New Year’s.

Cleaning up your mailing lists will help you avoid costly duplicate mailings. Look into using discounted mailing options, too. Special Prices for Nonprofit Mailers

Invest in thanking your donors

This is so important! Nonprofit organizations tend to do a poor job of thanking their donors.

Ideally, your donors should get a handwritten thank you card or a phone call.  Even though these take more time, it’s time well spent. At many of the small nonprofits I’ve worked at, it was all hands on deck to get out our fundraising appeals.  Staff and volunteers would stuff envelopes and write handwritten notes on the letters.

Do the same when you thank your donors.  Get your board involved in making phone calls or writing cards.  Recruit volunteers to help, too.

Take time each day you get a donation to make phone calls, write cards, or send letters.  Don’t let board members put off making calls or let a stack of letters sit on your ED’s desk.

Create a thank you plan to help you and don’t treat thanking your donors as an afterthought.

Make it work

If you can’t increase your budget, find additional sources of unrestricted funding to cover these costs. You may also be able to find a sponsor or get a print shop to print your thank you cards or annual report pro bono.

Do something. You must make an investment in your donors.

Photo by ota_photos  www.tradingacademy.com   

 

 

Let’s Start a Nonprofit Plain Writing Movement

Ann Green Communications, fundraising, writing , , , ,

Did you know there’s a Center for Plain Language?  Its mission is to help government and businesses write clearly. There’s even a Plain Writing Act, which “requires that federal agencies use clear government communication that the public can understand and use.”

The Center’s tagline says it all – Make it clear.

I wish we had a Plain Writing Act for nonprofit organizations because there’s a lot of confusing and cumbersome writing out there.  Even though we don’t have an official act, we should make it a priority to write more clearly.

I encourage you to take a few minutes to read the Center’s Plain Language Checklist or better yet, print it out and post it somewhere you’ll see it.

Here are a few highlights and some tips to help you communicate better.

Can your readers understand what you write the first time they read it?

This is critical because unlike a tax document or legal form, there probably won’t be a second time.  If your appeal letter or newsletter is filled with vague language and jargon, it’s likely to go right into the recycling bin.

If you’re not sure your reader will understand something, give an explanation. For example, instead of using the term food insecurity, explain how some families have to choose between buying groceries and paying the heating bill.

This is why stories are so important.  Instead of going into mind-numbing detail about the latest advancements in cancer or Parkinson’s research, tell a personal story about how you made a difference for someone.

Are meeting your readers’ needs?

Do you know your audience, and are you communicating with the right audience?  Here you must be donor-centered or volunteer-centered, if that’s your audience. Sometimes you need to send different messages to different audiences.

Besides content, you also want to use your reader’s preferred method of communication, which might be print, email, social media, or a combination of those.

Is your message clear?

What is your intention?  Do you want someone to donate, volunteer, or attend an event?  Stick to one call to action. Don’t muddle your message by asking someone to do all three.

Is your writing personal and conversational?

Write as if you’re having a conversation with a friend.  Marketing guru Seth Godin sums it up nicely in this post The simple way to get better at business writing –Don’t do business writing.

Nix the passive voice. It weakens your writing, and do you use it when you talk?  I hope not.

Is your message well written?

Have you checked for grammatical and spelling errors?  Even more important, make sure you’re not rambling on and including too much information – no 10-page newsletters or annual reports. Less is always more.

Does it look easy to read?

You may have written the most amazing letter, but if it’s a cluttered mess of long paragraphs, no margins, and 9-point type, most people won’t bother reading it.

Always think of your reader.  Use short paragraphs, lots of white space, and at least a 12-point type.

Your donors and other supporters are busy and don’t have a lot of time to read your messages. Make yours stand out with plain language and clear writing.

Check out the Center for Plain Language’s website for more information.

Image via http://themediaonline.co.za/

How Employee Matching Gifts Can Help Your Fundraising Team Succeed

Ann Green Communications, fundraising, planning , , , ,

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Guest Post by Adam Weinger

Many of you are gearing up for your year-end fundraising campaign. It’s never easy to raise money, but you may have overlooked a simple way to bring in more donations – Matching Gifts.

This guest post by Adam Weinger gives you some great tips to help you incorporate matching gifts into your fundraising.

Your nonprofit likely feels like it is doing all that it can to raise money to keep your organization’s engine running. While you may be bringing in a lot of money from your new and dedicated donors, did you know you could receive twice as many donations?

No, you don’t have to ask donors for money a second time. All you have to do is let your donors know about matching gift programs!

Matching gifts are donations that companies and businesses will make after an employee has made a contribution and submitted the relevant request forms. While companies have different deadlines and caps on these donations, your nonprofit can still take advantage of the opportunity to double the amount of contributions you receive.

The following three tips can help your nonprofit’s fundraising efforts go from good to great with an assist from matching gifts!

1. Incorporate matching gifts into your fundraising events.

Your organization probably holds amazing events that bring your donors together with each other and members of your team. But you can also use the opportunity at these events to let your donors know about matching gifts.

If your nonprofit hosts an annual gala or auction, have one of your presenters talk briefly about matching gifts during a speech. When your donors are aware that their donations can go twice as far with little effort on their part, they will be more likely to continue giving to your organization and have their employers match those donations.

2. Let donors know about matching gifts through multiple channels.

You already communicate with donors in different ways. Use those avenues to let donors know about matching gifts!

Make use of:

  • Social media: Keep posts short and to the point. Donors don’t want to see a novel on their news feeds. Include links to more information and incorporate graphics if you can.
  • Email newsletters: If you’re already using email newsletters to keep donors in the loop about projects and events, use the space to promote matching gifts. Just like on social media, incorporate links to more information as well as graphics.
  • Direct mail: Some donors prefer opening letters to opening their inbox. Keep these donors in mind when promoting matching gifts.
  • Your website: Donors who find their way to your website are obviously interested in learning more about your organization and may want to make a donation right then and there. Therefore, you should include information about matching gifts on your “Ways to Give” page and include matching gift options and information on donation screens.

While there are many other ways to interact with your donors, you can use your existing communication methods to promote matching gifts to them.

3. Keep in touch with donors.

After you’ve acquired a new donor and have received a matching gift from their employer, make sure that you say thanks and stay in touch.

Donors like to feel appreciated. Your nonprofit can show your gratitude by thanking individuals for their initial donation as well as their employer’s matched donation.

Sometimes, those matched contributions take weeks or even months to process before they make it into your nonprofit’s hands. When you thank donors for submitting their matching gift requests to their employers after you receive the matched donation, you not only show your gratitude, but you are also reminding donors that they can continue to have their future donations matched by their employers.

Many employers also have deadlines for submitting matching gift requests. Make sure your nonprofit is sending out prompt thank yous after a donation is made that encourage donors to have their donations doubled as soon as possible if they didn’t submit a request immediately after making the initial contribution.

Matching gifts can give your fundraising efforts a major boost. Whether you choose to promote matching gifts at an event, through your existing communication channels, or in your follow-up acknowledgements, your fundraising team can achieve matching gift success.

About Adam Weinger

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Adam Weinger is the President of Double the Donation, the leading provider of tools to nonprofits to help them raise more money from corporate matching gift and volunteer grant programs. Connect with Adam via email or on LinkedIn.

Online Giving Should Be Painless

Ann Green donor relations, fundraising, website , , ,

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Even if you mail your appeal letter, many people will donate online. If you’re sending reminders by email and social media, you’ll also include a link to the donation page on your website.

That means online giving on your website needs to be painless. It’s tricky because you want to capture vital information without overwhelming your donors. 7 things that might be killing your donation forms

Use this checklist to make sure your donation page is ready for your online donors.

  • Is it easy to use and navigate?
  • Does it include a strong call to action with the same messages as all your other fundraising appeals?
  • Does it show how the donation will be used and what different amounts will fund?
  • Does it include an option for recurring gifts?
  • Does it have an engaging photo?
  • Does it allow for multiple donors, for example spouses with different last names?
  • Does it include an option for a gift in memory or in honor of someone?
  • Are you capturing mailing addresses, email addresses, and phone numbers?
  • Does it include a check-off box to join your mailing list?
  • Is it also easy to give on a mobile device?  This is crucial. More people are donating on mobile devices now.
  • After someone donates, does it take the person to a thank you landing page and generate a thank you email?
  • Does your homepage include a blurb about your appeal and a prominent Donate button, in case a donor Googles your organization instead of going directly to your donation page?
  • Is the rest of your website up-to-date and engaging? Donors might visit other pages to find out more about your programs or learn how they can volunteer. Is Your Website in Good Shape?

Test it out

Put yourself in your donors’ shoes by donating to your organization online. Try it on a computer, tablet, and mobile phone. Was it painless or did you want to tear your hair out?

Create a memorable thank you experience

If you’ve ever donated online, you know the thank you experience often leaves you with an empty feeling. It doesn’t have to be like that.

Start with an engaging landing page that says You’re amazing! or Thank you, Tom! Include a picture and a short, friendly message. An online donation should also generate an equally engaging thank you email.

You’re not off the hook yet. You still need to thank your donors by mail or with a phone call.

3 Things Your Nonprofit Must Do Well After An Online Donation

The perils of third-party sites

If you use a third-party site, such as PayPal, you don’t have much, if any, control over how the donation page and thank you experience will look and work. To make up for this, you’ll want to send a super-incredible thank you email, followed by something just as incredible by mail or phone.

Be ready

Be sure your website is in good shape for your year-end fundraising campaign. Make it painless for your donors to give online.

Here is more information on creating a great donation page.

19 Ways to Raise More Money From Donation Pages

7 Tips for Your Online Donation Page

Do Annual Reports Make Sense?

Ann Green Communications, donor relations, fundraising, writing , , , , ,

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The answer is, it depends. Annual reports take a lot of time to produce and there’s no guarantee your donor will read it. But if you can produce one that’s filled with gratitude and shows your donors how they’re helping you make a difference, then yes an annual report makes sense.

You don’t have to do an annual report, but you do need to share accomplishments with your donors.  Some organizations send short progress reports a couple of times a year or monthly e-updates.

If you do decide you want to produce an annual report, here are a few things to keep in mind.

Your annual report is for your donors

It’s not for your board and you don’t have to do it the same way you’ve always done it. That means it’s time to re-think the massive, boring booklet.

You may want to consider different types of annual reports for different donor groups. You could send an oversized postcard with photos and infographics or a two-page report to most of your donors. Your grant and corporate funders might want more detail, but not 20 pages. Aim for no more than four pages.

Show your donors how much you appreciate them

Donors want to feel good about giving to your nonprofit. Think of this as a gratitude report.

Focus on thanking your donors for their role in helping you make a difference. Get  inspired by some of these examples from Agents of Good. Annual/Gratitude Reports 

How are you making a difference?

Too many annual reports are just boring lists, such as number of clients served, and tend to be one big bragfest.  You need to share specific accomplishments that show how you are making a difference.

Something like this – Thanks to you, 85% of the students in our tutoring program are reading at their grade level or above and now have a better chance of graduating from high school on time.

How You Can Share Accomplishments Without Bragging

Tell a story

Donors love to hear about the people they’re helping.  You can tell a story with words, a photo, or video. Share a success story. For example, Cara, a third grader at Riverside Elementary School, used to get butterflies in her stomach if she had to read aloud in class.  The words didn’t come easy.  Now after weekly tutoring sessions with Alicia, one of our volunteer tutors, her reading is much better and she doesn’t dread reading time.

Make it visual

Your donors are busy and don’t have a lot of time to read your report.  Engage them with some great photos, which can tell a story in an instant. Choose photos of people participating in an activity, such as Alicia helping Cara with her reading.

Use colorful charts or infographics to highlight your financials. This is a great way to keep it simple and easy to understand.  Sprinkle in quotes and short testimonials to help break up any text.

Be sure your report is readable.  Use at least a 12-point font and black type on a white background.

Write as if you’re having conversation with friend

Most of your donors don’t use words like underserved or at-risk, and neither should you.  Use everyday language such as – With your help, we found affordable housing for over 100 homeless families. Now they no longer have to live in a shelter, motel, or their cars and have a place to call home.

Write in the second person and use a warm, friendly tone.  Of course, use you much more than we.

Annual reports do make sense if you can create one your donors will want to read.

Click here for more information on annual reports.