Grant Catalog: Annual Report
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Estimated Value: $40,000 |
An effective annual report can be a powerful tool for engaging major donors, foundations, or strategic partners. For many nonprofits, a key challenge is to create a fresh report each year that is robust enough to be effective with these demanding audiences, but economical enough to produce on a limited budget.
Our Approach
An annual report can be most effective when designed to serve a focused need, and when grounded in a deep understanding of the targeted audience. Your key messages can be most compellingly communicated when all elements of the annual report – photos, data, layout, text, financial data – work together to communicate your message in multiple ways to meet readers’ emotional, credible and intellectual needs.
Impact
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
Service Grant Details
Project Scope and Deliverables
- Interviews with a range of your staff and key stakeholders
- A creative or requirements brief that details your needs and our suggested approach
- Production of a print-ready annual report
- A process, including roles, responsibilities and timeline, for updating and publishing the annual report in subsequent years
- Training for key staff member on the annual report process
- An audit or audit preparation of financials is expressly excluded from this Service Grant
Target Nonprofit
Our Annual Report Service Grant is most likely to be successful under certain circumstances. We recommend you apply if your organization has met the following requirements:
- A clear sense of your audiences and the key messages you wish to communicate to each (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 that 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
Project Team
Your Taproot Foundation team will be staffed by marketing experts who have made a personal commitment to strengthening the nonprofit sector. Visit our volunteer roles page for additional information about Marketing volunteer roles.
Apply for an Annual Report Service Grant
If this project appeals to your organization and you have the recommended
items in place, please review our
grant process and
criteria, and then
apply. If you have questions about the grant or your eligibility, please contact us.
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