⭐️ SPECIAL OFFER ⭐️

Build a report that keeps donors close and support strong

Get the Annual Report Planner for FREE (normally $67)

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We’ve supported nonprofit teams at organizations like:

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The simple system that helps nonprofit teams plan and finish annual reports without the overwhelm.

Turn impact data into a story your donors will feel, stay organized, and hit every deadline without hiring a designer or spending weeks figuring it all out.

If you’re still doing this…

Chasing team members for updates & approvals.
⬇️
Staring at multiple docs and wondering when
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Rushing last minute to pull something together for donors and board members.

You’re not alone! Most nonprofit teams struggle with annual reports because they don’t have a clear plan or process. Good news: you don’t have to do it the hard way anymore.

yes ! I want my free planner

Introducing the Annual Report Planner

A proven and practical system to keep your team aligned and your message clear.

Plan Your Content: Stay organized with a yearly overview and structured content prompts.

Get Team Buy-In: Assign tasks and deadlines so nothing slips through the cracks.

Finish Faster: AI-powered prompts and smart workflows save you hours.

Wow Donors: Turn your impact into a polished, story-driven report you’re proud to share.

Track What Matters: Measure year-over-year progress with space to outline key metrics and reflect on results.

Here’s everything you get inside

Join Olivia, our Founder & Creative Director, for a quick tour.

Your free planner is just a click away 👇🏾

Questions about our Annual Report Planner?
We got answers.

Who will benefit from this planner?

Perfect for anyone who wants to save time, reduce stress, and create a report that inspires.

  • First-Time Report Creators: Step-by-step guidance to make your debut report a success.
  • Busy Teams: Manage contributors and deadlines with ease.
  • Budget-Conscious Nonprofits: A professional solution without expensive tools or consultants.
  • Small But Mighty Teams: Streamline your process and focus on what matters.
  • Mission-Driven Leaders: Tell your story, showcase your impact, and stay organized.

How do I access the planner after purchase?

You’ll get instant access via your email right after submitting your email and name in the form.

Do I need fancy design tools to use this?

Nope! It’s all built in Google Sheets. If you can open a spreadsheet, you’re good to go.

Will this work if I already started my report?

Yes! The planner helps you stay organized, refine your messaging, and track your progress—even if you're halfway through.

Can I share this with my team?

Absolutely. It’s built with collaboration in mind. You can share the planner with your internal team via Google Drive.

What if I don’t have time to use it right now?

Totally fine. You’ll have lifetime access. Buy now at the lower price, and dive in when you’re ready—no pressure.

Will I get updates if the planner changes?

Yes! Once you purchase, you’ll automatically get lifetime access to any updates or improvements we make to the planner—no extra cost.