Board Reports

I am also interested in seeing samples that people might have.  I have also been asked to reconsider the information displayed to our Board; so any inspiration from other succesful reports would be greatly appreciated

We have 2 types of board meetings - those for our college Board of Regents, and those for our Org's own leadership board (Department heads, financial officers, etc.) We include different information for each.


For the Regents, our Development dept. only comprises 2 pages of the full report, and we include:

personnel

funds raised for capital campaign

funds raised toward the college

funds raised for endowments

brief overview of new activities (did we start a new appeal mailing, launch a new website, etc.)

grant activities


For the leadership board, we include much more data in a 10 page report, such as:

personnel

total funds raised compared to previous years' totals (# gifts, # donors, avg. gift)

giving by donor constituency (alumni, student parents, etc., with # donors, avg. gift, & % of total giving)

fundraising breakdown by Fund (demonstrating how funds have been delegated)

summary of gift management & acknowledgement process

summary of newsletter performance (# printed, cost to mail, cost per issue, gifts received in reply device)

summary of capital campaign activity

summary of donor acquisition program (# new donors, cost to mail, cost to rent lists, $ gifts received)

summary of annual appeals (amount raised in each appeal, compared to previous years' perfomances)

summary of Planned Giving activities (amount raised, new programs initiated, etc.)

summary of events (amount raised, how $ was used, any major changes in event procedures)

summary of Communications activities

summary of grant writing activities (funds raised, projects funded)

goals and priorities for upcoming fiscal year


Obviously, it takes a little while to pull all the numbers. I pull the data for our Dev. Director, and he weaves it all together, based on what his focus is that year. We'll probably begin that process in a week or so afer we finish reconciling our audit numbers with Finance. Good thing fiscal year end hits during a slow period for us.