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TIPS ON WRITING

What A Year It Was!
7 Ways to Boost the Power of Your Annual Report

Articles

What Foundations Want

By Joseph Barbato

It’s that time of year, and the groans of advancement officers fill the air as they brood on the need to turn out yet another annual report. Take heart. Imagine making your report lively, interesting, and readable this year. Then do something about it.

What if you presented the entire annual report in the voice of a student offering his view of the past year?

How about sending out an engaging annual letter from your president and referring readers to the detailed annual report posted on your website?

Would your key audiences appreciate an odd-sized printed piece that has more graphics than text?

Even if you must stick to the traditional annual report approach, consider how you might strengthen this necessary document into a marketing piece that engages the people you want to reach.

Here are some tips:

Be concise. Give readers interesting tidbits of information. Let the up-front
sections of the major newsweeklies be your model, with their bright headlines, tight anecdotes, striking quotes, and unusual photos. Events and accomplishments, described in sparkling items over a page or two, suggest an organization acting to achieve its mission.

Find a theme. There’s a thread that runs through your group’s past 12
months. Find it. Hang your annual report on it. Maybe it’s the fact that all your numbers are up, underscoring your growing value to the community. Is your museum more hands on? Is the university attracting a new breed of student? Has the hospital implemented the new customer-service push across the board?

If your president has spent the past year talking about the great challenge of finishing a dozen major restoration projects—and your organization has successfully completed them—your theme is obvious. Sometimes it is not so. Maybe the thrust of the past year has been making your conservation group’s work “more scientific.” In that case, you’ll want to find examples of the new scientific bent in the various program areas.

The theme becomes a vantage to tell your story of the year past. Using vignettes, simple charts, and graphics, you can work the theme through your pages—even pages on non-thematic aspects of your work. Don’t overlook maps—they can convey information quickly and nicely.

Be novel. You may not want to turn your annual report into a gift box that
opens up to reveal panels on each of your programs of the past year. But depending on the nature of your nonprofit, you might consider deviating from the standard look of a corporate report. Unusual sizes allow you to use text and photos creatively. They catch the eyes of people who normally toss annual reports aside.

If you opt for novelty, get your designer involved early on. He or she will have fun coming up with options, some a little different and a few outright zany. Somewhere in the middle may lie the unusual way to report on 2004.

Focus on people. It’s tempting to run a dozen photos of the new gallery,
gymnasium, or what-have-you that was completed in the past year. Why not run one photo of the splendid structure and show us the people who used it all year? What difference has the new library made in the lives of students? Is the hospital’s new community outreach facility making it easier for the elderly to get help? How have five children made use of the new museum gizmos? Snippets on the experiences of users can convey the value of your new facility.

Frame the importance of your work. How do your advances of the past year
tie into the national picture in your field? Are you paving the way for other colleges? Have you won national comment on how your new facility raises the bar for the public health field? Or maybe, if you are a community agency, your big effort in 2004 inspired the mayor to take action that will benefit the entire city. Quote the editorials and authorities. Let readers can see how your work is improving life for others beyond your immediate area.

Celebrate donors. They can never receive too much attention. So even
though you made much of them on the occasion of their gifts, select a handful of major donors for special recognition in the annual report. Donor profiles bring the stories behind gifts to life and show the kind of committed people who support your nonprofit.

Let others with the potential to become major donors see that their peers have put your cause at the top of their charitable giving lists.

Avoid the predictable. Although you can safely predict that all annual reports
will cover the year just past, there’s no need to offer utterly predictable content. Do not run football-team pictures. Do not run long, turgid recaps of the year’s achievements by each division head. Be selective and highlight interesting aspects of work that many readers may find boring. (Remember: the report is not a brain dump on everything that’s happened; it’s your discriminating analysis of the year’s highlights.)

Demystify the technical. Ah, those last few pages of financials! Is there any
way to communicate in plain English that which a flotilla of accountants and lawyers has rendered into mind-numbing gibberish? The answer is yes. It takes work. Simple language, jargon cutting, pie charts, and a respect for your reader’s intelligence—all of these help. At the least, offer a succinct opening summary that clearly explains what’s what when it comes to the numbers for the year. Then, if you must, run a page or two in which the financial boys do their entire shtick.

Finally, take time to write a bright two-paragraph teaser note from your president that will be attached to the cover of the report. The right words can get recipients to sit back, turn the page, and start reading your fascinating story of 2004.

This article originally appeared in Contributions Magazine.