Leadership & Governance · Template

Annual Report & Impact-Storytelling Template

Turn the year into a story worth funding

LEADERSHIP & GOVERNANCEAnnual Report &Impact-StorytellingTemplateTEMPLATECharity Search Group

Turn the year into a story worth funding.

Annual reports have two audiences — the funders who need proof, and the community who wants meaning. Most reports pick one and lose the other. This template balances both, in a format that also doubles as your major-gift cultivation piece.

What’s inside

  • Annual report template with sections for financials, impact, and story
  • Three impact-storytelling frameworks that avoid savior narrative
  • A one-page graphic-treatment guide so it looks intentional without a designer
  • Guidance on which stats to lead with and which to file in an appendix

You may not need this if: You have a communications team producing an annual report the funders already respond to.

Pairs with

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