Annual report section
Giving summary by fund type
Stacked bar chart comparing unrestricted, temporarily restricted, and permanently restricted inflows across four quarters. Includes year-over-year variance column.
Report samples
Document formats we deliver
These samples show the structure and chart style of our reporting engagements. Figures are illustrative — not from any client file.
Annual report section
First-year donor retention cohorts
Cohort table showing percentage of first-time donors who gave again within 6, 12, and 18 months, segmented by acquisition channel.
Campaign briefing
Response rate comparison
Side-by-side line chart comparing current campaign response rates to prior-year benchmark by donor segment and appeal channel.
Executive narrative
One-page board summary
Plain-language narrative with three key findings, two recommended actions, and footnoted references to appendix tables.
Quarterly snapshot
Recurring gift health
Monthly recurring gift count, average amount, and attrition rate across the quarter with alert flags for segments exceeding threshold.
Appendix
Annotated source tables
Spreadsheet appendix showing raw figures, transformation notes, and file source for each chart in the main briefing document.
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