Annual Report Writing


By Patrick B.

Posted Jun 11, 2018


This project will save us $9,148 , allowing us to provide more direct financial planning services to schools over the summer break.

What We Need

  • Clear and effective copy for an annual report that illustrates the Organization’s successes and plans for growth (e.g., descriptions of programs, allocation of funds, and recognition of donors and volunteers)
  • Blueprint of the structure for the annual report, including optimal content, length, and style
  • Suggestions for format and visuals, if applicable

How This Will Help

The Boston Educational Development Fund serves a number of different groups--teachers, principals, students, individual donors, corporate partners, and non-profits. It is vital that our annual report highlights the value of our work to each of these key stakeholders. The report is also critical in educating and attracting potential partners and funders.

What We Have In Place

We currently have a list of major projects and accomplishments from FY18 which should make it easy for you to get started. We also have financial statements and copies of previous years' annual reports and the ability to provide any other information you need.

Fun Fact

We are a four-person team that supports over 120 schools in the Boston area!

  • Location: Remote (work anywhere)

Project Steps

Prep: Distribution of Materials
  • Volunteer Manager delivers relevant information such as the Organization's mission, vision, and key messages, profiles of individuals or communities served, previous annual reports, and stories of impact
  • Volunteer Manager shares the previous year's statistics, financial statements, significant accomplishments and stories of impact, awards received, new and noteworthy grants, as well as the complete list of supporters (including names and donor levels)
  • Professional reviews prep materials, identifies any information gaps, and requests additional information or clarification (as needed)
Milestone 1: Brainstorm & Planning
  • Professional and Volunteer Manager connect to discuss prep materials, overall goals, and desired tone and style for the annual report
  • Professional and Volunteer Manager brainstorm key messages, themes, and content, and determine the timeframe for draft and final product delivery
Milestone 2: Annual Report Outline
  • Professional creates the outline for the annual report and submits to the Volunteer Manager for review
  • Volunteer Manager reviews outline and provides feedback
  • Professional incorporates feedback and creates final draft of the annual report outline
Milestone 3: Final Annual Report
  • Professional writes first draft of the content for the report and submits to the volunteer manager for review
  • Volunteer Manager reviews the content and provides feedback
  • Professional incorporates feedback and creates final draft of the content
Prerequisites for Professional
  • Excellent writing and communications skills
  • Experience writing annual reports or comparable marketing collateral
Prerequisites for Organization
  • A senior staff member (e.g., executive director or board member) committed to providing feedback
  • Information about your Organization’s impact, financials, program achievements, and other relevant details

Our Mission

The Boston Educational Development Fund is a K-12 education foundation and fiscal partner of Boston Public Schools. It is fully dedicated to facilitating access to crucial philanthropic opportunities and private financial resources that significantly benefit students and educators. With the goal of fostering positive student outcomes across the District, BEDF provides fundraising support and administers education programs that bolsters student's abilities and depth of learning, allowing for sustained success inside and beyond the classroom.

  • City: Boston, MA, USA
  • Staff Size: 3-6
  • Org age : 5-10 Years
Education Philanthropy & Capacity Building Youth Development