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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">In case you missed it, here’s a post in today’s Oregon Heritage Exchange by Katie Henry on annual reports. These are great tools for Main Street organizations
to use to communicate your progress and to highlight upcoming goals/objectives.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> Oregon Heritage Exchange [mailto:comment-reply@wordpress.com]
<br>
<b>Sent:</b> Thursday, November 15, 2018 8:38 AM<br>
<b>To:</b> sheri.stuart@state.or.us<br>
<b>Subject:</b> [New post] Annual Reports: To Do or Not to Do?<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.5pt;font-family:"Arial","sans-serif"">oregonheritage posted: " Does your organization do an annual report? There are many reasons to do an annual report and also many ways to do it. The important thing is to know
why you are doing it because it does take time and effort so it should be something that is strategical"
<o:p></o:p></span></p>
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<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:7.5pt;font-family:"Arial","sans-serif"">Respond to this post by replying above this line<o:p></o:p></span></p>
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<span style="font-size:27.0pt;font-family:"Helvetica","sans-serif";color:#464646;font-weight:normal">New post on
</span><strong><span style="font-size:27.0pt;font-family:"Helvetica","sans-serif";color:#464646">Oregon Heritage Exchange</span></strong><span style="font-size:27.0pt;font-family:"Helvetica","sans-serif";color:#464646;font-weight:normal">
<o:p></o:p></span></h2>
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<p class="MsoNormal"><span style="font-size:9.5pt;font-family:"Arial","sans-serif""><a href="https://oregonheritage.wordpress.com/author/oregonheritage/"><span style="color:#2585B2"><img border="0" width="50" height="50" id="_x0000_i1026" src="http://1.gravatar.com/avatar/1ba005b20e0bb1077243257fd895d80a?s=50&d=http%3A%2F%2F1.gravatar.com%2Favatar%2Fad516503a11cd5ca435acc9bb6523536%3Fs%3D50&r=PG"></span></a><o:p></o:p></span></p>
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<h2 style="margin:0in;margin-bottom:.0001pt"><span style="font-size:15.0pt;font-family:"Arial","sans-serif";color:#555555"><a href="https://oregonheritage.wordpress.com/2018/11/15/annual-reports-to-do-or-not-to-do/"><u><span style="color:#2585B2">Annual Reports:
To Do or Not to Do?</span></u></a><o:p></o:p></span></h2>
<p class="MsoNormal"><span style="font-size:9.5pt;font-family:"Arial","sans-serif";color:#888888">by
<a href="https://oregonheritage.wordpress.com/author/oregonheritage/"><u><span style="color:#2585B2">oregonheritage</span></u></a>
</span><span style="font-size:9.5pt;font-family:"Arial","sans-serif""><o:p></o:p></span></p>
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<span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444"><img border="0" width="396" height="268" id="_x0000_i1027" src="https://oregonheritage.files.wordpress.com/2018/11/ojmche-annual-report.png?w=396" alt="OJMCHE Annual Report"><a href="http://www.ojmche.org/2018-annual-report"><u><span style="color:#2585B2">OJMCHE's
2018 Annual Report</span></u></a>. <o:p></o:p></span></p>
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<span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">Does your organization do an annual report? There are many reasons to do an annual report and also many ways to do it. The important thing is to know
<em><span style="font-family:"Helvetica","sans-serif"">why</span></em> you are doing it because it does take time and effort so it should be something that is strategically leveraged among your stakeholder groups and put to good use.<o:p></o:p></span></p>
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<span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">Some of the reasons to do an annual report include:<o:p></o:p></span></p>
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<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#444444"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">Shows the impact your organization has in a community<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:24.0pt;text-indent:-.25in;line-height:16.8pt;mso-list:l0 level1 lfo1">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#444444"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">Makes the case for donations<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:24.0pt;text-indent:-.25in;line-height:16.8pt;mso-list:l0 level1 lfo1">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#444444"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">Thanks staff, volunteers, members, supporters, and partners<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:24.0pt;text-indent:-.25in;line-height:16.8pt;mso-list:l0 level1 lfo1">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#444444"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">Highlights the annual accomplishments in one place<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:24.0pt;text-indent:-.25in;line-height:16.8pt;mso-list:l0 level1 lfo1">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#444444"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">Serves as a good communication tool when advocating for your organization in the community and with local, county, and state elected officials (see
the <a href="http://www.oregonculture.org/"><u><span style="color:#2585B2">Cultural Advocacy Coalition</span></u></a> for more information on advocacy)<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:24.0pt;text-indent:-.25in;line-height:16.8pt;mso-list:l0 level1 lfo1">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#444444"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">Emphasizes
<a href="https://www.councilofnonprofits.org/tools-resources/public-disclosure-requirements-nonprofits">
<u><span style="color:#2585B2">transparency</span></u></a> of your organization and builds trust with the community you serve<o:p></o:p></span></p>
<p style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:12.0pt;margin-left:0in;line-height:16.8pt">
<span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">Some of the information to consider including in your annual report:<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:24.0pt;text-indent:-.25in;line-height:16.8pt;mso-list:l2 level1 lfo2">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#444444"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">Mission Statement and any organization vision statement<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:24.0pt;text-indent:-.25in;line-height:16.8pt;mso-list:l2 level1 lfo2">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#444444"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">Goals achieved and steps taken to achieve them<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:24.0pt;text-indent:-.25in;line-height:16.8pt;mso-list:l2 level1 lfo2">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#444444"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">A letter from the Director or Board President<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:24.0pt;text-indent:-.25in;line-height:16.8pt;mso-list:l2 level1 lfo2">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#444444"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">A list of board members and staff<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:24.0pt;text-indent:-.25in;line-height:16.8pt;mso-list:l2 level1 lfo2">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#444444"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">A list of members<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:24.0pt;text-indent:-.25in;line-height:16.8pt;mso-list:l2 level1 lfo2">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#444444"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">Visitor numbers and various levels of breaking that information down such as geographic reach
<o:p></o:p></span></p>
<p style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:12.0pt;margin-left:24.0pt;line-height:16.8pt">
<span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444"><img border="0" width="339" height="302" id="_x0000_i1028" src="https://oregonheritage.files.wordpress.com/2018/11/financials.png?w=339" alt="financials">From
<a href="https://www.coloradononprofits.org/sites/default/files/attachments/2016_AnnualReport.pdf">
<u><span style="color:#2585B2">Colorado Nonprofit Association's 2016 Annual Report</span></u></a>.
<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:24.0pt;text-indent:-.25in;line-height:16.8pt;mso-list:l2 level1 lfo2">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#444444"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">Financial information such as a breakdown of how money was spent and the different types of revenue that was generated<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:24.0pt;text-indent:-.25in;line-height:16.8pt;mso-list:l2 level1 lfo2">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#444444"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">Highlight a successful project and/or partnership<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:24.0pt;text-indent:-.25in;line-height:16.8pt;mso-list:l2 level1 lfo2">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#444444"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">Highlight 2-5 accomplishments<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:24.0pt;text-indent:-.25in;line-height:16.8pt;mso-list:l2 level1 lfo2">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#444444"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">Include any awards the organization received<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:24.0pt;text-indent:-.25in;line-height:16.8pt;mso-list:l2 level1 lfo2">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#444444"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">Feature a volunteer of the year<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:24.0pt;text-indent:-.25in;line-height:16.8pt;mso-list:l2 level1 lfo2">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#444444"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">Tell the story of a community member’s engagement with the organization<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:24.0pt;text-indent:-.25in;line-height:16.8pt;mso-list:l2 level1 lfo2">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#444444"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">Number of volunteers and total number of volunteer hours<o:p></o:p></span></p>
<p style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:12.0pt;margin-left:0in;line-height:16.8pt">
<span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">There are a<a href="https://www.nonprofitmarketingguide.com/resources/nonprofit-annual-report-examples/"><u><span style="color:#2585B2"> variety of ways to do an annual report</span></u></a>
depending on time, money, technology, and capacity of the organization. Here are some formats organizations can use to report to stakeholders the accomplishments of the organization:<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:24.0pt;text-indent:-.25in;line-height:16.8pt;mso-list:l1 level1 lfo3">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#444444"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">A simple email blast listing accomplishments from the year<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:24.0pt;text-indent:-.25in;line-height:16.8pt;mso-list:l1 level1 lfo3">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#444444"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">A printed annual report in a traditional booklet style or brochure style ( See
<a href="https://www.ohs.org/about-us/board/upload/OHS-Annual-Report-for-2017.pdf">
<u><span style="color:#2585B2">Oregon Historical Society's 2017 Annual Report</span></u></a>)<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:24.0pt;text-indent:-.25in;line-height:16.8pt;mso-list:l1 level1 lfo3">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#444444"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">An infographic<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:24.0pt;text-indent:-.25in;line-height:16.8pt;mso-list:l1 level1 lfo3">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#444444"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">An online annual report (See
<a href="http://www.ojmche.org/2018-annual-report"><u><span style="color:#2585B2">Oregon Jewish Museum and Center for Holocaust Education's 2018 Annual Report</span></u></a>)<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:24.0pt;text-indent:-.25in;line-height:16.8pt;mso-list:l1 level1 lfo3">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#444444"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">A video annual report<o:p></o:p></span></p>
<p style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:12.0pt;margin-left:0in;line-height:16.8pt">
<span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">For more information, check out these resources:<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:24.0pt;text-indent:-.25in;line-height:16.8pt;mso-list:l3 level1 lfo4">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#444444"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444"><a href="https://www.councilofnonprofits.org/tools-resources/nonprofit-annual-reports"><u><span style="color:#2585B2">https://www.councilofnonprofits.org/tools-resources/nonprofit-annual-reports</span></u></a><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:24.0pt;text-indent:-.25in;line-height:16.8pt;mso-list:l3 level1 lfo4">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#444444"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444"><a href="https://donorbox.org/nonprofit-blog/nonprofit-annual-report-tips/"><u><span style="color:#2585B2">https://donorbox.org/nonprofit-blog/nonprofit-annual-report-tips/</span></u></a><o:p></o:p></span></p>
<p style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:12.0pt;margin-left:0in;line-height:16.8pt">
<strong><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444">If your organization does an annual report, feel free to tell us about it in the comments and include a link if it is available online so others can check it out!</span></strong><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:#444444"><o:p></o:p></span></p>
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| November 15, 2018 at 8:38 am | Categories: <a href="https://oregonheritage.wordpress.com/category/uncategorized/">
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