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FUNDRAISING GUIDE 📖

Annual Fundraising Report Template for Charities

A simple, ready-to-use charity fundraising guide + fillable Excel file
Reviewing your fundraising performance doesn't have to be complex. This 6-step guide and ready-to-use annual reporting template help nonprofits of all sizes understand last year's fundraising, and turn insights into clear priorities for the year ahead. 

Whether you're a small team or a more established nonprofit, this resource is practical and easy-to-use, and works with the data you already have.

Start your charity fundraising reporting with our 6-step guide + template

This guide helps nonprofits of all sizes:

  • Review overall fundraising performance with clarity

  • Analyse campaigns and fundraising channels without overcomplicating reporting

  • Understand key donor trends at your own pace

  • Identify what worked, what needs improvement, and where to focus next

To make this process simple, the guide comes with a fillable Excel/Google Sheets template, pre-filled with examples to inspire your own reporting.

Whitebook - Reporting Annual - Mockup - EN

Who this resource is for

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Charities and nonprofits of all sizes
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Fundraising teams with limited time or resources 
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Organisations seeking a simple, structured annual fundraising review
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Teams aiming to improve their fundraising strategy without complex tools

Download your free charity fundraising annual report template now and start turning last year's data into actionable insights for your nonprofit.