Use this template to prepare a concise annual report for your board and donors. Replace every bracketed field, then delete the instructions before publishing.
Each program section asks what happened, one number the organization can support, and the report or record behind that number. The financial summary covers revenue, expenses, net change, and ending net assets without and with donor restrictions. Keep the "Management figures" label unless your organization has issued financial statements and your accountant directs a different description.
Review donor recognition preferences before publishing names. Omit anyone who requested anonymity or asked not to be named. Finish with a short look-ahead and the source the organization will use to measure progress.
This resource is educational only. It is not legal, tax, or accounting advice.