CANCELLED: Creating Dynamic Annual Reports

03/20/2019 02:00 PM - 05:00 PM PT

Admission

  • $50.00

Location

San Luis Obispo, CA

Description

$30 for Spokes Members | $10 for participants from same member organization
$50 for Future Members

*early bird special: pay online one week in advance for $5.00 off registration*

An ideal annual report can be used throughout the year in a variety of situations, including attaching it to foundation grant proposals, bringing it to meetings with major donors, and sending to all your donors. It's a fundraising piece, an engagement piece, and it tells your story in ways that entice donors, volunteers, staff and prospects. How does your compare?

 

This training will teach you:

  • --Design considerations (fonts, printing & mailing costs) and how to get great pictures and stories of the people you serve
  • --How to deal with challenges including: if you can’t show clients’ faces, or your subject matter is dry
  • --How to increase the amounts that donors give and achieve 100% in board contributions
  • --Ways to use the stories in your annual report across multiple channels and platforms

You can create a great annual report, without spending a ton of money, and you don’t need a lot of people to do it. You can create something you’ll take pride in for years to come.

Facilitated by Katherine Wertheim, CFRE. Katherine has been producing annual reports for more than 20 years. Her published articles on fundraising have appeared in magazines with a circulation over 225,000. She’s a third-generation copywriter, and has taught hundreds of workshops on fundraising and board development in 22 U.S. states, Asia and Latin America. She is currently the Vice President for Communications for the Association of Fundraising Professionals, Santa Barbara/Ventura chapter, where she writes and produces the biweekly e-newsletter.

 

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