Is Your Organization Ready for Fiscal Year End?

Social Solutions Blog

Is Your Organization Ready for Fiscal Year End?

Fiscal year-end for nonprofit organizations is just around the corner. Now is the time for organizations (like yours!) to gather key data and stories from the past fiscal year and prove that the methods and practices they have in place are working for their constituents. Along with that, it’s time to think about the year ahead and figure out ways you can improve your service delivery, build momentum, and create even more impact.  

The best way to do that is to effectively display your information so your audience is able to understand your data and your organization’s role in the community. Whether you are gathering data to wrap up your year or you’re gearing up to begin a new one, it’s important that you’re able to collect your data, assess it, and make it easily digestible. 

The good news is that we’ve done the hard part for you! We created two resources, the Nonprofit Close-Out Kit and the Nonprofit Prep Kit, that you and your leadership can use to display your information in the best way possible. With both kits, you can prove your impact and show how you’ll build upon it for the year ahead to your funders and stakeholders. Read more about the Nonprofit Close-Out Kit and the Nonprofit Prep Kit below! 

Close Out Your Fiscal Year with Ease 

At the end of every fiscal year, nonprofit leaders need to present the data they’ve gathered throughout the year in multiple, equally meaningful ways. This data directly translates into outcomes and the overall impact and the way your organization displays these figures is essential so your audience can completely understand all the great work you’ve done. When your audience understands your data, your organization opens itself up to more support – and funding – for years to come.  

Not sure where to begin displaying your nonprofit data in the most meaningful way? We’re here to help! We’ve developed the Nonprofit Close-Out Kit that is comprised of several templates for nonprofit organizations to use so they can better display their nonprofit data. 

Download the Close-Out Kit and get access to the following customizable templates: 

  1. Press Release Template 
  1. Annual Report Template 
  1. Infographic Template 
  1. Board Slide Deck Template 

These templates will help you understand your data better, display your data in the most effective way, and give you the tools you need to fully explain your impact.  

best nonprofit report templates 2017

Prep for Your New Year

While you’re collecting your data from the prior year, it’s also beneficial for you to look on to the year ahead and think about what you want to accomplish. Take this time to look at the data you’ve collected and use it to set your goals. Are you trying to ramp up production, prove your impact better, or just keep the doors open? No matter what you’re trying to achieve with your mission, you’ll need to convey your goals in a clear, concise way.  

One of the best ways for you to do that is to create a comprehensive guide or story that will lay out your plans for the year ahead in the best way possible. It may seem unorthodox, but stories can be powerful tools that can help you gain more support for your mission.  

Stories are meant to show how and why lives change under certain circumstances. Your organization is instrumental in changing lives for the better every single day. You can easily use that experience of changing lives and translate it into a story that explains how you do that and what measures you take to do it. With a story that lays out all the good your organization does, you can better show your impact, which can lead to more funding and more resources to deliver services for the people you serve.  

Your story needs to be digestible, easy to follow, and most importantly, overarching. And it can be difficult to know where to start when coming up with your trajectories and goals. That’s why we’ve created the Nonprofit Prep Kit. The Prep Kit is the perfect tool to use at the beginning stages of the fiscal year planning. The kit is made up of resources that will help you get started on your journey to your next year (some of the resources might even be familiar to you in you’ve downloaded the Close Out Kit!) 

Want to learn more? To get the full guide on how to create the best story possible for your nonprofit, download the 2018 Nonprofit Prep Kit today! 

 download the 2018 prep kit

Make this the best fiscal year end yet by downloading both of these helpful assets. Download the Nonprofit Close-Out Kit and the Nonprofit Prep Kit today! 

Did you know?

Apricot’s reporting platform allows you to create and share reports securely within the system. Reporting happens in real time so that you can monitor results and be responsive when it matters.

Did you know?

With Apricot, your data is right at your fingertips in a cloud-based solution that gives your organization freedom from paper files, spreadsheets, local hardware, and monthly maintenance downtimes.

Did you know?

Apricot is hosted on a best-in-class Amazon Web Services (AWS) environment so your data is secure, backed up, and compliant. User-based permissions and audit trails further enable secure access to data.

Did you know?

Apricot allows you to easily track volunteers as well as clients. Utilize guest user modules and webforms to further engage your constituents.

Did you know?

Track, report, and assess your organization’s mission! Apricot allows you to track clients, volunteers, services, and more.

Creating your Free Trial...

In a moment you will automatically be redirected to your new Apricot Trial.

Need a new code?

Update your contact info below (if necessary), and re-send a verification code.

Re-Send Verification Code