Module 6 of 8

Tool 3: funder reports, the board memo, and donor thank-yous

Three reusable workflows that turn program data into funder reports, a one-page board memo, and specific thank-you letters without exposing donor or client data.

12 min read · 5 min video

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Video length 3:17

The proposal gets the attention, but the report keeps the funder. A report that restates the proposal’s promises, shows what happened against each one, and explains the gaps plainly is what a program officer remembers at renewal. It is also the document most development offices write at 11 p.m. the night before it’s due, from memory.

This lesson builds three workflows on the same brain: the funder report, the board memo, and the donor thank-you. They share one principle: the brain works from aggregate facts; people-level data stays out.

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