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Monthly Impact Report Document Template

A recurring report summarizing nonprofit impact and outcomes for stakeholders.

Monthly Impact Report

Purpose: This Monthly Impact Report provides a summary of our nonprofit organization's activities, reach, outcomes, and donor engagement for the month. It is intended to keep stakeholders informed about the impact of our efforts and transparency in operations and fundraising.

1. Organization Overview

Organization Name: {organizationName}
Month: {reportMonth}
Prepared By: {reportAuthor}

2. Program Highlights

Throughout the month of {reportMonth}, we made significant progress across our core programs. Below is a summary of key achievements:

{#highlights}

  • {title}: {description}

{/highlights}

3. Community Impact

The following metrics represent the individuals and communities impacted through our efforts:

Program Beneficiaries Reached Outcome Summary
{#impacts}{program}{beneficiaries}{summary}{/impacts}

4. Success Stories

{#successStories}

  • {title}
    {story}
    Participant: {participantName}
  • {/successStories}

    5. Volunteer Contributions

    Total Volunteers This Month: {totalVolunteers}

    {#hasVolunteerHours}Total Volunteer Hours: {volunteerHours}{/hasVolunteerHours}

    {^hasVolunteerHours}No volunteer hours recorded this month.{/hasVolunteerHours}

    6. Donor Engagement

    Number of Donors: {donorCount}
    Total Donations Received: ${totalDonations}

    Top Donors

    Donor Name Amount Date
    {#topDonors}{donorName}${donationAmount}{donationDate}{/topDonors}

    7. Upcoming Goals

    {#goals}

    1. {goal}

    {/goals}

    8. Notes & Acknowledgments

    {notes}

    Thank you to everyone who contributed to making this month impactful. We look forward to continuing our mission and appreciate your ongoing support.

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Populate templates with your data and generate Word (DOCX) or PDF documents using data collected from shareable web Forms, APIs, or Integrations.

Use Cases

Automate Monthly Impact Report Using Forms

collect monthly impact data from program managers via shareable form
gather donor appreciation quotes for report inclusion using custom web form
use online form to compile volunteer contributions for monthly report
collect regional performance metrics through a centralized form
crowdsource community success stories for impact report via form

Generate Monthly Impact Report Using APIs

trigger monthly impact report generation from CRM using API
auto-generate nonprofit report from impact data via REST API
connect donation platform to produce monthly impact summaries via API
generate stakeholder update documents programmatically with API call
automate report creation using impact data posted from database through API

Integrations / Automations

create monthly impact report from Google Sheets data using Zapier
auto-generate nonprofit reports when Airtable records are updated
generate and email monthly report when SurveyMonkey form is submitted
send impact report to stakeholders using Make and Gmail automation
automatically compile data from Trello cards into monthly impact PDF

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