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The first pages of the Nonprofit Annual Report template

Nonprofit Annual Report

Document template for Google Docs and Word

Make a copy in Google Docs
Type
Document
Price
Free
Pages
7 · US Letter
Style
Editorial
Difficulty
Beginner
Updated
October 30, 2026

Every page (7)

Overview

Donors, trustees and funders want an honest account of the year, not a brochure. This report leads with the people you serve, adds a chair's letter that admits what went worse than planned, and then shows income by source with prior-year comparisons, the program spending ratio, reserves and what comes next.

The sample follows Thistledown Group, a children's literacy and family charity, through a year in which income rose 9.9% to $7.8M and 84 cents of every dollar spent reached programs. Replace the figures, stories and photos with your own, and turn next year's priorities into commitments with a measure and a date.

Useful for

  • A charity publishing its annual report for donors, funders and the community
  • A foundation reporting income, spending ratios and reserves to its board before the annual meeting
  • A development director turning audited figures and beneficiary stories into one readable document

What's included

  • Photo cover with the organization name and year
  • Chair's letter with a portrait, a pull quote and three highlight cards
  • Year plan chart with owners and dates for each program, and what is planned next
  • Two-page stories spread with a family story, what went wrong and what comes next
  • Income table with prior-year comparison, a four-year chart and a reserves callout
  • Spending opener, thank-you page for supporters and a make-it-yours guide

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Replace the headline numbers with your audited income, spending split, reserves and beneficiary counts so every page uses the same figures.

  3. 3

    Rewrite the chair's letter in the first person and name one thing that went worse than planned. Replace the stories with people who agreed to be named.

  4. 4

    Swap the chart data for your last four financial years, keep the prior-year column in the income table, and turn next year's priorities into commitments with a measure and date.

  5. 5

    Delete the guide page, then share the report with supporters or present it.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

What should a nonprofit annual report include?

A letter from the chair, your impact in numbers and stories, income by source, how funds were spent, reserves, fundraising costs and next year's priorities, each with a measure and date.

Why include something that went wrong?

Donors and funders trust reports that are plain about setbacks. The sample names a late opening and what changed because of it, which makes the good results more believable.

Are the organization, people and figures real?

No. Thistledown Group, its people, the stories and every figure are fictional sample data. Replace them with your own audited numbers before you publish.

  • #nonprofit-annual-report
  • #charity-annual-report
  • #annual-report
  • #impact-report
  • #fundraising
  • #board-report
  • #donor-report
  • #google-docs

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