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.
Learning Objectives:
- You will be able to identify reasons for creating an
annual report.
- You will be able to discuss creating the ideal report
for your target audience(s).
- You will be able to review writing and designing your
annual report.
- You will be able to explain distributing your annual
report.
This Live Webinar Covers These Hot Issues
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
- Print
- Electronic
- Social Media
- Other Uses
Next Steps
Credit Information (Sponsored by Lorman Education Services):
- CPE
- NASBA
- Enrolled Agents
For Detailed Credit Information page
click here
Only registered attendee will receive continuing education credit.
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, ejacobson@ascendintegratedmedia.comor
www.ascendintegratedmedia.com
|