This project was completed on Mar 21, 2019
Matched with Julia L
Matched with
Julia L.

Annual Report Writing

Posted by
Robert C.

Executive Director

Posted Date
Feb 18, 2019
Virtual volunteer opportunity
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Impact statement
This project will save us $9,148 , allowing us to save considerably as a volunteer-based organization with a big vision for the future and help us communicate that vision along with our accomplishments effectively, efficiently and professionally

Project Details

What We Need
  • Clear and effective copy for an annual report that illustrates the Organization’s successes and plans for growth (e.g., descriptions of programs, allocation of funds, and recognition of donors and volunteers)
  • Blueprint of the structure for the annual report, including optimal content, length, and style
What We Have In Place
  • We currently have Case For Support and End of Year Bullet Points, which should make it easy for you to get started. We also have Client Stories and Photos, and the ability to provide any other information you need.
How This Will Help

Last year was the first year we created an Annual Report and we were able to utilize the report in grant writing and to share with potential supporters. A more well-developed, professional, better communicated annual report will assist in taking us to the next level as we plan for growth.

Project Plan

Prep: Distribution of Materials
  • Volunteer Manager delivers relevant information such as the Organization's mission, vision, and key messages, profiles of individuals or communities served, previous annual reports, and stories of impact
  • Volunteer Manager shares the previous year's statistics, financial statements, significant accomplishments and stories of impact, awards received, new and noteworthy grants, as well as the complete list of supporters (including names and donor levels)
  • Professional reviews prep materials, identifies any information gaps, and requests additional information or clarification (as needed)
Milestone 1: Brainstorm & Planning
  • Professional and Volunteer Manager connect to discuss prep materials, overall goals, and desired tone and style for the annual report
  • Professional and Volunteer Manager brainstorm key messages, themes, and content, and determine the timeframe for draft and final product delivery
Milestone 2: Annual Report Outline
  • Professional creates the outline for the annual report and submits to the Volunteer Manager for review
  • Volunteer Manager reviews outline and provides feedback
  • Professional incorporates feedback and creates final draft of the annual report outline
Milestone 3: Final Annual Report
  • Professional writes first draft of the content for the report and submits to the volunteer manager for review
  • Volunteer Manager reviews the content and provides feedback
  • Professional incorporates feedback and creates final draft of the content
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About The Org

Our Mission

To Prepare Students for a Lifetime of Financial Responsibility


We enjoyed working with Julia immensely. She was professional, demonstrated an excellent knowledge base and was able to quickly and effectively provide us with an excellent foundation and layout for our Annual Report
Robert Church
Robert C.

Executive Director

Annual Report Writing Project

DMFLF leadership provided all the requested information and trusted my professional input to deliver a compelling end product. Thanks!
Julia Linfors
Julia L.


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