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Have an annual report narrative template?

Paul Pirie Head of Fundraising at RABI, helping farming people Posted 3 years ago

It's that time of year where our annual accounts are nearing completion. Does any one have a template or headings of what the pre-amble narrative should include that reflects the achievements, targets and goals achieved or not?

Need to brief someone else to draft some copy and would be helpful to have a outline template that I could adapt to suit our needs

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Tom Espley Staff PANEL

Finance and Operations Director at Iseal Alliance 3 years ago

the guidance for receipts and payments accounts includes a basic template also for the trustee annual report.

https://www.gov.uk/government/collections/receipts-and-payments-accounts-pack-cc16

it is prepared with smaller charities in mind, so won't be a complete list of what you need, but it will get you started.

A complete list can be found from downloading the sorp , beginning paragraph 11:

https://www.gov.uk/government/publications/charities-sorp-2005

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Hilary Ashton Staff PANEL

Community Development Officer at Community First Yorkshire 3 years ago

You can look at other charity's annual accounts by interrogating the charity commission website: .https://register-of-charities.charitycommission.gov.uk/charity-search Try searching for SELFA, which we tend to hold up as a good example of what annual accounts can look like to be more funder-friendly.

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Emma Patmore Staff PANEL

Associate Consultant Trustee Recruitment & Development at Bruce Tait Associates 3 years ago

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Paul,

You might start by looking at similar copy from similar organisations, or organisations you admire.

Has the CC any relevant links, or NCVO? I'm sure ICAEW has, or Bayes Business School (formerly Cass).

Good luck,

Emma

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