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How to integrate your CRM data into Storyraise Reports

So often, report builder tools have trouble integrating data from a CRM (Customer Relationship Management) like Salesforce or Blackbaud into your report builder, and not all report builders support integrations from every CRM. We eliminated this pain point with our integration features in Storyraise Reports, which supports all CRMs. 

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3 examples of digital newsletters that engage donors

Compiling a monthly, quarterly or biannual newsletter is an essential communication piece for a nonprofit, and offering these newsletters in a digital, interactive format can elevate their efficacy and accessibility even further.

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Storyraise Insights 101: How metrics can revolutionize your donor engagement

Knowing your audience and evaluating how they interact with your content is one of the most important steps in creating a successful digital report.

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How personalizing your digital reports leads to better donor engagement

Personalizing your digital reports for each and every donor takes more than adding their name. It’s about providing relevant, targeted content that speaks directly to their interests and involvement with your organization.

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3 examples of faith-based nonprofits with great digital reports

By featuring compelling stories of local impact, impressive numbers, and interactive elements, you can engage your audience, inspiring them to donate with a digital report that uplifts your spiritual values.

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10 reasons why religious institutions need digital reports

If your nonprofit is faith-based, and your community is already inhabiting online spaces, shouldn’t you be meeting them where they are?

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Top 4 most engaging digital reports of 2024 and what they did right

These four reports take creativity to a whole other level. Through personalization and stories, statistics and videos, they’ve wowed donors (and us) in 2024.

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Office hours: how to use impact reports to maximize EOY giving

Josh Kligman and Sabrina Biggers of Storyraise recently joined Claudia Estrella of Givebutter for a virtual office hour to discuss how impact reports can maximize end-of-year giving campaigns.

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Storyraise x Givebutter Office Hours Transcript

Read a full transcript of the Storyraise x Givebutter office hours about maximizing end of year donations through impact reports.

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8 email marketing best practices for more year-end donations

To help you maximize your year-end giving efforts, we’ve compiled eight best practices for email fundraising that can boost donor engagement, drive more contributions, and inspire lasting support.

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How to digitally thank your donors at year-end and inspire future giving

Turning your gratitude into recognition by consistently thanking your supporters reinforces their value to your organization, creates a sense of community, shows your appreciation, and motivates them to continue their generosity.

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Personalizing your digital reports: takeaways from the Storyraise x Donor Relations Group webinar

Josh Kligman, CEO of Storyraise, recently joined Lynne Wester, founder of Donor Relations Group, for a webinar to discuss how to personalize your reports in a way that will foster donor engagement and retention.

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Storyraise x Donor Relations Group Webinar Transcript

Read a full transcript of the Storyraise x Donor Relations Group webinar about personalizing your digital reports.

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Six Steps for Impact Report Success

Storyraise co-founders Josh Kligman and Jeff Rum have compiled six key steps for impact report success, allowing your report to work for you.

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Discover 5 Ways to Use Your Digital Impact Report as a Marketing Tool

Discover five ways to use your digital impact report as a marketing tool by reading this article from the Storyraise team, featured on Blackbaud’s ENGAGE blog.

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Discover 6 best practices for increasing engagement with digital impact reports

Discover six best practices for creating an effective digital impact report that increases donor engagement by reading this article from the Storyraise team, featured on Blackbaud’s ENGAGE blog.

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6 digital tools to engage major donors this Giving Tuesday

To make sure they’re not left behind, here are six fundraising solutions to help increase your major donor retention and engagement this Giving Tuesday (and all year round).

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How to add a Blackbaud donation form to your Storyraise digital report

In a Storyraise report, you can use our Blackbaud donation form URL to provide donors with an easy way to give dollars on the spot, right inside of your report.

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Storyraise and Donor Relations Group Announce Partnership to Enhance Stewardship

Storyraise is excited to announce a new strategic partnership with Donor Relations Group (DRG), an agency that reimagines the donor experience to inspire future giving.

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Storyraise 2.0: Discover powerful new features in our report builder

Introducing Storyraise 2.0, an update to our report builder that makes it even easier to transform your copy into a polished, professional-looking report. With features to enhance content organization and customized styling, building impactful reports is more intuitive and hassle-free.

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Storyraise and Almabase Announce Strategic Collaboration to Elevate Donor Experience and Stewardship

Storyraise is thrilled to announce a new strategic partnership with Almabase, a leading Digital-First Donor Engagement Solution. This collaboration marks an exciting development in the nonprofit and educational sectors, aiming to revolutionize how institutions connect with and sustain their donor base through enhanced digital experiences.

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How to create an event recap that’s completely digital and interactive

Reports aren’t only for showcasing annual impact, they can help you recap your biggest events of the season. And you can make them dynamic and interactive, just like your event.

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How to create a Storyraise report in a foreign language

There are a number of reasons why including foreign languages in your report might be prudent. With Storyraise Reports, the world and all of its languages are your oyster. Follow these two easy steps, and soon, you’ll be polyglotting like a pro.

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Top 3 examples of effective K-12 digital impact reports

With custom templates and drag-and-drop features, K-12 schools are able to quite literally show their impact. Each of these schools takes a different approach to beautifying and simplifying the reporting process.

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How sales lead Sabrina Biggers is growing Storyraise

As head of sales, Sabrina Biggers is connecting with new customers, contributing to a 700% growth in revenue since joining Storyraise in June. And this uptick is unlocking new successes.

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5 ways to make your digital report ADA accessible

Make your report inclusive for readers with visual or auditory impairments or color blindness by incorporating these suggestions, gathered from the Americans with Disabilities Act.

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Discussing Storyraise’s report builder with developer Vince Greenfield

Meet Vince Greenfield, the sole developer of the Storyraise report builder. He has utilized his graphic design and product engineering skills to create and enhance the product.

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Top 3 health care examples of digital impact reports

Since impact reports focused on health care tend to be more jargon-heavy and require longer textual explanations, it’s important to get creative to sustain your readers’ attention and offer them visuals to break up large chunks of text.

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5 reports nonprofits should produce annually

We dare to say all (or at least many) nonprofit pros dread this task: creating reports. Each should serve a different purpose in showcasing your impact, cultivating donor relations and encouraging meaningful gifts. 

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8 tips for interviewing a nonprofit beneficiary

Interviewing a beneficiary can be intimidating, even for those who have conducted interviews before. But with the right preparation, you’ll become a pro at asking insightful questions and getting thoughtful answers in return. 

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How to write a donor impact report for the web

The words you use can help clarify your mission, showcase the personality of your brand and enhance the quality of your report overall.

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Talking big picture with Storyraise co-founder and CEO Josh Kligman

To help nonprofits streamline and enhance their creative processes, Josh Kligman co-founded Storyraise, where he serves as chief executive officer.

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5 tips for gathering nonprofit annual report content year round

If you gather and repurpose content throughout the year, you’ll be able to approach your annual report, and any other type of donor communications piece, with ease.

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Top 3 higher education examples of digital impact reports

Today’s donors are on the move, working from their email inboxes and connecting over video calls. Higher education must meet them where they are: online.

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The story behind Storyraise: an interview with co-founder and CMO Jeff Rum

A leading digital marketer, Jeff Rum has spent the bulk of his 20-year career working with big-name brands and nonprofits. After recognizing a void in the marketing space, he co-founded Storyraise, where he serves as chief marketing officer.

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How to collect and use multimedia stories all year round

Josh Kligman of Storyraise and Chris Miano of Memory Fox tag teamed this webinar on gathering and telling multimedia stories, featuring real-life examples that’ll help your team create an ethical impact.

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2024 benchmark report on storytelling and fundraising

We surveyed more than 250 nonprofit donors across the nation to answer a most important question: When storytelling and fundraising are integrated as one strategy, how do nonprofits experience greater success?

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1-2-3 Magik: How to create a social media campaign with AI help

Meet our newest and fastest tool: Storyraise Magik. With just a few clicks, and AI-powered recommendations, you can create a custom social media campaign for Giving Tuesday, end-of-year, holiday events and every other nonprofit need.

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AI code of ethics for nonprofit storytelling and marketing

AI is a most helpful tool, not a substitute for the brain power behind storytelling and fundraising. Our code of ethics informs our AI practice in the marketing world.

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The impact of storytelling on fundraising

Josh Kligman of Storyraise interviewed two industry experts, Claire Axelrad of Clarification and Jeff Rum of Storyraise, about the connection between nonprofit storytelling and fundraising.

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To steward transformational gifts, you need a digital case for giving.

Transformational gifts are the golden eggs of philanthropy. Elusive and valuable, transformational gifts often support or redirect your nonprofit trajectory, supercharging your capabilities.

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Nonprofit Mission Statements: How to Write One (with Examples!)

Nonprofit mission statements are concise and clear declarations that define an organization’s purpose, values, and goals. While they’re often found on marketing materials, they also serve to guide the nonprofit’s activities and mission, helping to shape the identity of the nonprofit as a whole.   Why are nonprofit mission statements important? Mission statements are often seen ...

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How to Create a Volunteer Recruitment Plan in 2023

From local grassroots efforts to global humanitarian initiatives, volunteers are essential to any successful nonprofit organization. But, volunteer recruitment often takes some serious strategy. In this blog, we’ll cover everything you need to know about volunteer recruitment, including our best tips, tricks, and strategies for nailing it 🚀. What is volunteer recruitment? Volunteer recruitment is ...

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Donor Cultivation 101: The Ultimate Guide

As we step into 2023, the importance of building strong connections with supporters has never been more important. More than ever, donors are seeking personal engagement, transparency, and a sense of purpose in their charitable endeavors. That’s why donor cultivation is so essential 🚀 As we’ll discuss in this blog, the art of donor cultivation ...

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Best Annual Report Makers for Nonprofits [2023] | Yearly

A task that’s usually left to the last minute or takes lots of time and energy, many organizations struggle to create their reports on time and without stress. By using an annual report maker, organizations can make reporting easier for everyone. In this blog, we’ll teach you everything there is to know about annual report ...

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Peer-to-Peer Fundraising 101: The Ultimate Guide

Peer-to-peer fundraising is a great way to bring in new supporters and more donations — at the same time. In this blog, we’ll teach you all the basics of P2P fundraising and much more. What is peer-to-peer fundraising? Peer-to-peer fundraising is a method of fundraising that leverages the networks and connections of individuals to raise ...

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The Ultimate Donor Engagement Guide: How to Succeed in 2023

Donor engagement is essential to nonprofit success. In this blog, we’ll teach you everything you need to know, including some unique engagement tools to impress donors in 2023 and beyond! What is donor engagement? Donor engagement is the process of building relationships and cultivating meaningful connections with donors in order to further your cause, organization, ...

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Donor Impact Report: The Ultimate Guide [2023]

A donor impact report is a personalized, comprehensive review of a donor’s impact on a charity’s mission. They serve to build connections, give thanks, and much more. In this blog, we’ll walk you through everything you need about donor impact reports, including how to create one. What is a donor impact report? A donor impact ...

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Nonprofit Endowments & Reporting: The Ultimate Guide [2023]

Nonprofit endowments help organizations create impact in their communities.  And endowment reports, a follow-up to endowments themselves, are an essential part of the process. In this blog we’ll cover everything you need to know, including how to create an endowment report for your nonprofit. What are nonprofit endowments? An endowment for a nonprofit refers to ...

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Recognizing Capital Campaign Donors: A Crash Course

Imagine this—your community arts center has just completed its very first capital campaign.  With the support of major contributors, local corporate sponsors, and other donors at many giving levels, you raised more than you ever have before to fund exciting new growth projects. You’ll be renovating your theater space, expanding your community garden, and hiring ...

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Nonprofit Annual Report Photos — Everything You Need to Know

If you’ve been in the nonprofit industry for a long time, you probably know how important photography is to any marketing material — especially the nonprofit annual report. In this blog, we’ll discover exactly why annual report photos matter, what kinds you should use, and some amazing examples of both real and stock imagery in ...

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Best Nonprofit Annual Report Templates [2023]

As a nonprofit organization, it’s crucial to showcase your achievements and impact to your stakeholders through an annual report. However, creating a visually appealing and informative report can be a daunting task. That’s we’ve compiled a list of the best nonprofit annual report templates for 2023 to make the process easier for you. These templates ...

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Annual Report Infographics: The Ultimate 2023 Guide for Nonprofits

Ready to start creating your nonprofit annual report, but don’t know how annual report infographics fit in? In this blog, we’ll teach you everything you need to know, including why infographics are important, and how you can create them.   Why does annual report design matter? Before we dive into infographics, let’s understand why annual ...

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How to Create a Nonprofit Annual Report in 5 Steps [Ultimate 2023 Guide]

Need to create an annual report for your nonprofit, but not sure where to begin? In this blog post, we’ll cover the 5 steps to creating an award-winning report, including covering topics like: What is a nonprofit annual report? Why are nonprofit annual reports important? What makes a good annual report? How do you write ...

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Top 10 Nonprofit Annual Report Questions [2023 Guide]

    Annual reports are essential to the success of any nonprofit. And, they’re becoming increasingly necessary. As transparency and trust become more important, there may be an increased need and demand for annual reports to ensure that nonprofits are doing their jobs properly. That’s why it’s crucial that organizations understand the answers to some ...

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Drag and drop your annual report

Drag and Drop Your Next Annual Report Nonprofits, foundations, associations and social impact teams spend so much time, effort and budget creating reports, and not just annual reports but impact reports, donor reports, quarterly updates, board reports and fundraising pitch decks. It’s certainly hard to judge if reports are being read by donors, volunteers, partners ...

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5 Best Nonprofit Annual Report Examples {2023}

Nonprofit organizations rely on annual reports to connect with stakeholders and funders, as well as attract new donations. A well-crafted annual report can make a lasting impression by highlighting the impact of the organization’s work and demonstrating transparency in its operations. In this blog post, we’ll cover the best nonprofit annual report examples and: What ...

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Nonprofit Annual Report Covers: Everything You Need to Know for 2023 (with Examples)

Nonprofit annual reports aren’t all just about income statements, or donor gratitude.  A great annual report—with compelling design elements—can be a great marketing tool for your organization. And what’s a huge part of expert marketing in your annual report? Your annual report cover design. A nonprofit annual report cover, which is usually a photo or ...

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2023 Annual Report Design for Nonprofits: The Ultimate Guide [with Examples!] – Yearly

Most organizations know that form 990 is a required document from all nonprofits. But few really understand what an annual report is, and how the two are related. And how great design plays a role in the success of an annual report. An annual report is optional for nonprofits to produce, unlike a form 990. ...

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Nonprofit Crash Course with Kent Stroman

How to Show Donors Nonprofit Impact and When to Ask for Donations Yearly’s Nonprofit Crash Course: A 15-minute nonprofit crash course on fundraising and marketing best practices. Josh Kligman from Yearly was joined by Kent Stroman from the Asking Academy. Kent discussed four fundraising tips such as: 1. Spend 80% of your time where most ...

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Nonprofit Crash Course with Jay Love

Using Technology to Help Nonprofits and Donors Yearly’s Nonprofit Crash Course: A 15-minute nonprofit crash course on fundraising and marketing best practices. Josh Kligman from Yearly was joined by Jay Love. With so many ways that technology can help nonprofits, Jay breaks down his experience on how tech can help donor engagement, annual reports and ...

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Nonprofit Crash Course with Claire Axelrad

Annual Reports Don’t Have to be Dry as Dust Yearly’s Nonprofit Crash Course: A 15-minute nonprofit crash course on fundraising and marketing best practices. Josh Kligman from Yearly was joined by Claire Alexrad from Clairification. Annual reports don’t have to be dry as dust. In fact, the most effective ones are not financial reports; they’re ...

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8 Best Canva Alternatives for Designing Nonprofit Annual Reports (2023)

Looking to create an engaging nonprofit annual report but want some alternative report builders? In this blog post, we’ll walk you through the top 8 Canva alternatives for designing a nonprofit annual report.    In this blog, we’ll be exploring the features and prices of the following software solutions: Yearly Vista Create Visme Pixlr Stencil Adobe ...

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Annual Report Examples—For Global Organizations

  Large nonprofits have a lot to cover in their annual reporting. Most have several initiatives and programs, as well as partners and stakeholders. Unlike small nonprofits, large ones have to speak to many audiences in their reporting. And inspire them. Every large nonprofit should include several key sections. But, there are a few other ...

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Starting a Digital Report Platform for Nonprofits: Interview with Seed Spot

Start-up Life: A day in the life of building a SaaS platform for nonprofits to create digital reports Yearly’s Josh Kligman interviews with Jorge Mendez of Seed Spot, an accelerator program for new ventures, whether for profit, nonprofit or like Yearly, here to help support nonprofits. You can read the discussion here: Hello, everybody. Welcome. ...

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Nonprofit Websites—Everything You Need to Know

  Creating a nonprofit website can be a huge task. Usually, most nonprofits outsource this kind of work. They hire a web designer or other expert. Beyond creating the website itself, there’s another difficult ask. It’s deciding exactly what to include on your website and where. Many organizations nail the basics, like a donation button ...

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Nonprofit Annual Reports: 3 Reasons to Include Video—And How to Do It

Nonprofit Annual Reports: 3 Reasons to Include Video—And How to Do It   Most nonprofit annual reports only include long, dense paragraphs. They often read more like textbooks than annual reports. You might be thinking: so what? Who cares if my nonprofit annual or impact report is boring? The truth is, your impact or annual ...

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Best Nonprofit Annual Report Example: WWF 

  Best Nonprofit Annual Report Example: WWF    In need of some annual report inspiration? Or, inspiration for an impact report or quarterly update? In this blog, we’ll walk you through one of our best nonprofit annual report examples. And why this digital report is such a success.   What is WWF?   The World ...

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Best Nonprofit Annual Report Examples: Ubongo

  Best Nonprofit Annual Report Examples: Ubongo   In need of some annual report inspiration? Or, inspiration for an impact report or quarterly update? In this blog, we’ll walk you through one of our best nonprofit annual report examples. And why this digital report is such a success.   What is Ubongo?   Ubongo is ...

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Best Nonprofit Annual Report Examples: CCCA

Best Nonprofit Annual Report Examples: Colorectal Cancer Alliance   In need of some annual report inspiration? Or, inspiration for an impact report or quarterly update? In this blog, we’ll walk you through one of our best nonprofit annual report examples. And why this digital report is such a success.   What is CCA?   Colorectal ...

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Nonprofit Impact Reports: The Ultimate Guide to Surveys

Nonprofit Impact Reports: The Ultimate Guide to Surveys   Creating and disseminating effective surveys is crucial to nonprofit impact reports. Often, though, nonprofits don’t know what their purpose is, or whom to send them to. In this blog post, we’ll walk you through a few types of surveys, and the benefits of each. What is ...

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Nonprofit Event Recaps: The Ultimate Guide

Not sure what a nonprofit event recap is or why it’s important? In this blog, we’ll walk you through everything you need to know, including answering questions like: What is a nonprofit event recap? Why are nonprofit event recaps important? What should I include in a nonprofit recap? How can  I get started? What is ...

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5 Ways to Self-Edit Your Nonprofit Impact or Annual Report

5 Ways to Self-Edit Your Nonprofit Impact or Annual Report   Writing and designing an annual report can be a ton of work. Even when you’re done, it can feel like you’re not really finished. In fact, you usually aren’t. To ensure your impact or annual report is the best it can be, it’s important ...

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Nonprofit Impact and Annual Reporting: Tips for Finding the Right Images

Nonprofit Impact and Annual Reporting: Tips for Finding the Right Images   Effective nonprofit impact and annual reporting is all about the inclusion of visual content. Or, including videos, photos, and more in your report. In this blog post, we’ll walk you through why including images in your reporting is crucial. What types of images ...

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3 Ways to Use Your Annual Nonprofit Report – Yearly

Nonprofit Board Engagement: 3 Ways to Use Your Annual Report   Nonprofit board engagement is crucial. One of the best ways to engage them is to provide diverse opportunities for involvement. Instead of only asking your board to attend events or donate, provide them with an exciting, new way to get involved. In this blog ...

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How to Create an Effective Nonprofit Board Report – Yearly

How to Create an Effective Nonprofit Board Report    One of a nonprofit’s greatest tools is its board of directors. A board of directors helps set high-level strategy and helps to progress the mission. A board meeting—structured by an effective nonprofit board report­—is one of the best ways to update members, motivate them, and unite ...

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How to Write a Church Annual Report — Templates + Examples [2023]

Whether you’re a small church or a larger, national one, writing an annual report that speaks to your audience and your goals is important. In this blog post, we’ll cover exactly how to write an annual report for a church. We’ll explain what to include, how and where to share it, and some best practices ...

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Tips, Tools for Nonprofit Annual and Impact Reports – Yearly

  Nonprofit Annual and Impact Reports: 6 Ways to Save Time (and Money)     Nonprofit annual and impact reports are some of the best marketing tools. But, they can be incredibly time-consuming. Creating, designing, and publishing the report requires an entire team’s worth of effort. For that reason, nonprofits often leave writing and designing ...

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How to Nail Your Annual or Impact Report – Yearly

The Best CTAs for Nonprofits—How to Nail Your Annual or Impact Report   Bored of your nonprofit’s “call-to-actions?” In this blog post, we’ll show you some of the best CTAs for nonprofits and how you can nail them in your next digital report. What is a CTA?   A CTA is a “call to action.” ...

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How to Write a School Annual Report — Templates + Examples [2023]

Education-related or school annual reports are great opportunities to connect with your community. In this blog, we’ll walk through what you should include in your school’s report. And, how to design one yourself, including: What is a school annual report and when is it published? Why are school annual reports important? What to include in ...

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Nonprofit Impact and Annual Reports Examples – Yearly

Nonprofit Impact and Annual Reports: How and When to Ask for Donations    Nonprofit impact and annual reports are some of the best places to receive donations. Unlike other solicitation tactics, a digital report—whether it’s a yearly review or an impact assessment—is the ultimate fundraising tool.   In this blog we’ll cover: Why nonprofit annual ...

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How to Write a Compelling Nonprofit Case Study – Yearly

How to Write a Compelling Nonprofit Case Study for Donors   Most people think of case studies in relation to for-profit businesses. Nonprofit case studies, while different in content, serve a similar purpose. In this blog post, we’ll cover how to write a nonprofit case study and how you can nail yours. We’ll discuss: What ...

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How to Write a Nonprofit Impact Report 2023 [Templates + Examples!]

Nonprofits provide invaluable services and support to communities in need. But how do we measure the success or impact of these organizations? An effective way to show what a nonprofit has achieved is through an impact report. A nonprofit impact report is a comprehensive document that outlines an organization’s activities, goals, and achievements. It also ...

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Thanking Volunteers in Your Nonprofit Annual Report – Yearly

Thanking Volunteers in Your Nonprofit Annual Report: Everything You Need to Know   Did you read our annual report checklist blog? If so, you know that thanking volunteers is essential to any successful nonprofit annual report. But why is it actually important? And how can you incorporate it into your yearly review? In this blog ...

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Setting Goals in Your Nonprofit Annual Report – Yearly

Setting Goals in Your Nonprofit Annual Report—Everything You Need to Know   While showing off your yearly accomplishments is one of the best parts of writing your annual report, setting goals in your report is also essential.    In this blog post, we’ll cover: Why including future goals in your nonprofit annual report is important ...

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Staff, Board Lists and Your Nonprofit Annual Report – Yearly

  Staff and Board Lists and Your Nonprofit Annual Report: Who to Include and How   In previous blog posts, we’ve discussed why including staff and board lists is important. In this blog, we’ll tackle who you should include and how—with some great examples.  What we’ll cover: Who to include in your staff and board ...

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Great Impact Stories & Your Nonprofit Annual Report – Yearly

Nonprofit Impact Stories: Everything You Need to Know for Your Annual Report   Fundamental to any successful nonprofit annual report is the use of impact stories. Whether your organization integrates them into digital reports or other marketing materials, these stories are crucial. For the purpose of this blog, we’ll be focusing on using these stories ...

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Showcase Accomplishments in Nonprofit Annual Report – Yearly

Why and How to Showcase Accomplishments in Your Nonprofit Annual Report   What’s one of the best and most important parts of writing an annual report for your nonprofit? The opportunity to showcase your organization’s accomplishments from the year. Every organization’s accomplishments might not look the same. That’s because each organization has different goals and ...

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How & Why to Write Annual Report Introductions – Yearly

Nonprofit Annual Report Introductions: Why They’re Important and How to Write One   Writing an annual report for your nonprofit? Chances are, you’re wondering about the annual report introduction or opening message. What is it and why is it important? Who writes it and how? In this blog post, we’ll answer all these questions, and ...

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How & Why to Write Annual Report Themes – Yearly

Did you read our annual report ultimate checklist? If so, you know that one of the fundamental parts of creating your report is first identifying the annual report theme. In this blog, we’ll discuss exactly what a theme is, why it’s important, how to create one, and how to integrate it into your digital report. ...

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The Ultimate Checklist for an Annual Report – Yearly

How to Write an Annual Report for a Nonprofit: The Ultimate Checklist   Want to know how to write an annual report for your nonprofit organization? Then you’re in the right place. In this blog post, we’ll outline all of the sections included in a great nonprofit annual report. Think of this framework as the ...

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5 Metrics to Include in Financial Reporting – Yearly

New to the industry space and tackling financial reporting for nonprofits? If so, you might feel lost in the sea of advice. While annual reports can take many forms (postcards, brochures, pdfs, etc.) most all have a few financial metrics in common.   Why is financial reporting for nonprofits important? Financial reporting for nonprofits is ...

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Nonprofit Crash Course w/Gauri- Yearly

Using Data to Find and Manage Nonprofit Grants Yearly’s Nonprofit Crash Course: A 15-minute nonprofit crash course on fundraising and marketing best practices. Josh Kligman from Yearly was joined by Gauri Manglik from Instrumentl. In the age of big data, it’s more important than ever to leverage any quantitative insight you can around the funders ...

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3 Annual Report Examples That Nail Data Visualization – Yearly

There are many annual report examples that are comprehensive and accurate. But, they often fail to effectively communicate dense material. One way to communicate dense material in an impact report or an annual report is through data visualization. Or, the graphic representation of data. In the nonprofit world, data visualization refers to any metrics (expenses, ...

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Best Annual Report Examples of 2021 – Yearly

Looking for some inspiration for your annual report? Check out some of the best annual report examples from nonprofits in 2021, rounded up by our team at Yearly. All of these annual report examples were created using our nonprofit-first software, designed to help build and template annual reports. Now, let’s dig into the best annual ...

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Free Software for Nonprofits – Yearly

Nonprofits, like any business, have to be smart about their expenses. That’s why free software for nonprofits is key. As the year comes to a close, you’re probably beginning to conduct some internal auditing, and create your annual report. It’s around this time of assessment that most organizations start looking for free software solutions to cut ...

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5 Best Free Annual Report Tools – Yearly

Have you spent endless amounts of time searching for free annual report tools, templates, and builders? If so, you’re not alone. Annual reporting for nonprofits can be overwhelming to tackle alone without guidance. That’s why our team at Yearly is introducing our 5 best free annual report tools, through our free trial—all designed for nonprofits. ...

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Annual Report Formatting for Nonprofits – Yearly

Have you been in the nonprofit world for ages? Or maybe just starting out? Either way, this blog will help guide you through easy annual report formatting for nonprofits, no matter their mission. Every nonprofit organization is different. So every annual report will be different. But, most all annual report formatting for nonprofits will follow ...

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Nonprofit Crash Course w/ Lynne Wester – Yearly

Improving Donor Retention Lynne Wester from the DRG Group joined Josh Kligman of Yearly to talk about how nonprofits can improve donor retention. Donor retention is a multifaceted strategy that includes, but is not limited to, stewarding donor relationships through annual reports and impact reports as nonprofits show their community how they are making an ...

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Nonprofit Fundraising: 4 Ways to Prepare for 2023 – Yearly

With 2023 right around the corner, it’s important that every nonprofit begin preparing for a new fundraising season. With the right preparation, nonprofits can hit the ground running and make more impact than ever before.  In this blog post, we’ll introduce you to a few nonprofit fundraising tips for the new year. Audit your past ...

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