Annual Report Grant
An annual report is a powerful tool for engaging major donors, foundations, or strategic partners. Effective annual reports are relevant and robust, but economical to produce each year.
What we offer
An annual report can be most effective when designed to serve a specific need, and when grounded in a deep understanding of the targeted audience. Your message can be communicated most effectively when all elements of the annual report – photos, data, layout, text, financial data – work together to meet readers’ emotional and intellectual needs.
The estimated value of this Service Grant is $45,000.
Why it’s a win
The impact of each project varies but many clients report these results:
- Increased donations from major donors and funders
- Improved relationship with potential donors and funders; higher conversion rate of leads
- Increased brand recognition in the philanthropic community
How we get it done
The pro bono consultant team will complete some or all of the following:
- Interviews with a range of your staff and key stakeholders
- A creative or requirements brief that details your needs and our suggested approach
- A print-ready annual report and template for the future
- A process for updating and publishing the annual report in the future
- Training for key staff member on the annual report process
An audit or financial analysis are out of scope for this grant. If you require a thorough financial analysis on a particular issue, such as possible expansion or the true cost of programs, please apply for our Financial Analysis Service Grant
Who’s the right fit
To be a successful client for this grant, you should have:
- A clear sense of audiences and messages you wish to communicate (otherwise, our Key Messages & Brand Strategy Service Grant may be a better place to start)
- Existing effective printed marketing materials such as brochures or fundraising letters.
- Staff who can invest the necessary time to make the project succeed:
- Executive Director: 10-15 hours total
- Day-to-Day Contact: 3-5 hours each week
- Collaborator for our Writer: 10-20 hours total
- Accounting or Financial Contact: 10-15 hours total
The Taproot Foundation pro bono consultant team is staffed by marketing experts who have made a personal commitment to strengthening the nonprofit sector. Visit our pro bono consultant roles page for additional information about Marketing pro bono consultant roles.
Apply for this Service Grant
If this project appeals to your organization and you have the recommended items in place, please review our grantmaking process and criteria, and then apply. If you have questions about the grant or your eligibility, please contact us.
