Tips, Tools for Nonprofit Annual and Impact Reports – Yearly

Nonprofit annual and impact reports are some of the best marketing tools. But, they can be incredibly time-consuming. Creating, designing, and publishing the report requires an entire team’s worth of effort. For that reason, nonprofits often leave writing and designing their report to the very last minute. In turn, teams feel stressed and under pressure, and even burnt out.

To avoid the stress of annual and impact reporting, it’s important to use time-saving tools and tips. Not only will this cut down on your efforts, but, it’ll help you save money, too. When nonprofits can improve their efficiency, they can focus on more important tasks at hand.

One of the best ways to save time and money, and avoid stress is to use a digital report creator. In particular, software that is designed only for nonprofits. That way, your team is supported by nonprofit-first tools, templates, and more.

1. Upload honor roll and donor lists using a csv file

One of the most dreaded parts of the annual report is including an honor roll or donor list. Manually typing each person’s name is time-consuming. And, error-friendly. To avoid this, upload your donor list and honor roll using a csv document. Upload your master list of donors in excel or Google worksheets right into your report.

2. Upload your style guide

Many report builders don’t have the ability to store your unique logos, colors, and fonts. With integrative software, nonprofits can save their unique branding materials in their account. That means, every report created has consistent branding. Creating and designing your report, in turn, will be much faster and easier.

3. Make sure your report exists in a few formats

Digital annual reports are the most popular format as of late. But, it’s important to also have your reporting available in different formats. Download your report as a printable pdf for supporters that aren’t online, or for in-person events. Cut down on time by using software that supports mobile-friendly reporting and paper reporting.

4. Create reusable templates

By using software that stores all your annual reports from previous years, you can stop starting from scratch every year. Create a template for your nonprofit to use for all your impact and annual reporting needs.

5. Recycle content

There’s no need to create new content for your report. Take a look at your photos and videos from past events to include in your report. Or, embed past social media posts to bring context to your storytelling.

6. Check out successful examples

Lastly, check out some great nonprofit reports. These annual and impact report examples are great for some inspiration!

Ready to save time and money on your next digital report? Check out Yearly’s free trial.