Get the free Annual Appeal Reporting AAR - Archdiocese of St Louis - archstl

Annual Appeal Reporting (AAR) Access Request Form for New Users Please return the completed and signed form to the ACA office. Once a new user has been added to the system, they will receive instructions

How to fill out annual appeal reporting aar

How to fill out annual appeal reporting AAR:

1. Start by gathering all relevant information and documentation related to the annual appeal, such as donation records, expense details, and supporting documents.
2. Review the guidelines or instructions provided by the organization or entity requiring the AAR. Familiarize yourself with the required format, sections, and any specific data or metrics that need to be included.
3. Begin filling out the AAR by providing basic information about the organization or fundraiser, such as the name, contact details, and the year for which the appeal is being reported.
4. In the next section, detail the objectives and goals of the appeal, including the purpose or cause it aimed to support, any specific campaigns or initiatives undertaken, and the target audience.
5. Proceed to report the total funds raised during the appeal, both in monetary terms and any in-kind donations received. Include the sources of the funds, such as individual donors, corporate sponsorships, or grants.
6. Provide a breakdown of the expenses incurred during the annual appeal, categorizing them into different areas such as marketing, event costs, administrative expenses, or any specific project costs.
7. If required, include any narrative or explanatory sections to elaborate on the activities, events, or milestones achieved during the appeal period. Highlight any significant achievements, challenges faced, or lessons learned throughout the process.
8. Ensure that all financial data, including income and expenses, are accurately calculated and documented. Use spreadsheets, receipts, or financial software to support your figures and maintain transparency.
9. Cross-check the completed AAR with the guidelines or instructions provided to ensure all required sections and details have been included. Double-check for any errors or omissions and make necessary corrections.
10. Once you are satisfied with the final document, submit the AAR according to the prescribed method mentioned in the guidelines. This may involve sending a printed copy via mail, uploading a digital version through an online portal, or any other specified method.

Who needs annual appeal reporting AAR:

1. Non-profit organizations or charities that rely on annual appeals for fundraising purposes need to complete annual appeal reporting AAR.
2. Fundraising professionals or development officers responsible for managing and reporting on annual appeals require the AAR to track the success and impact of their efforts.
3. Regulatory bodies or granting organizations may require non-profits or charities to submit AARs to ensure transparency and accountability in their fundraising activities.
4. Donors or sponsors who have contributed to the annual appeal might be interested in reviewing the AAR to understand how their contributions have been utilized and the overall outcomes achieved.
5. Board members or governing bodies of non-profits may use the AAR to assess and evaluate the performance of the annual appeal and make informed decisions regarding future fundraising strategies.

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