1. Community Health Roundtable
Pro Bono Research for Health Clinics
Impact Report Template: Cover Sheet
Directions for Staff
Overview: Use the following pages to create priority-specific impact reports for donors.
Instructions to Prepare Templates:
The first page can serve as a priority report on its own, or may be included with the second page. Create longer reports by copying and pasting desired sections from both pages on to new PowerPoint pages and expanding their content. On any new pages, be sure to use a mix of text, data, and photos to keep the report visually appealing. Avoid lengthy reports that may lose donors’ interest.
General Tips:
Don’t bury the lead; start by clearly outlining philanthropy’s impact to capture the donor’s attention
Map back to case making priorities; reflect the program objectives and investor expectations that were established during initial solicitation and explain any discrepancies between actual progress versus expected progress
Make the case that the donor has made a worthy investment thus far; incorporate lessons, challenges, and future opportunities for the funding priority to prime investors for reinvestment conversations
If desired, include personal notes on priority reports given to major donors
This tool is from the Philanthropy Leadership Council, a research initiative dedicated to serving hospital development executives. To learn more, access their home page here.
For more information about Community Health Roundtable, please see

2. DELETE AND PLACE LOGO HERE
(one-page report or first page; delete this text)
Title of Impact Report
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Month and Year
Overview of Impact, Month Year
Use this area to thank donors and capture their attention by clearly summarizing philanthropy’s impact on the funding priority.
“Thank you for your gift to the XYZ fund, which is directly supporting XYZ initiatives that have XYZ impact.”
Aggregate Impact to Date
Summarize impact of philanthropy dollars on quantitative project outcomes and milestones
Compare to projected impact
Revise expected impact as needed
Highlight key insight or lesson learned
Describe chart/graph to right
Additional support details
DELETE AND PLACE CHART/GRAPH HERE
Personal Patient/Provider Story
Summarize impact of philanthropy dollars on patient care, medical practice, etc.
Explain how philanthropy funding personally impacted this patient/group of patients or clinical partner
Highlight key insight or lesson learned
Additional support details
DELETE AND PLACE PICTURE HERE
Progress Forward
Highlight lessons, challenges, and future opportunities that will prime donors for reinvestment conversations.
Additional lessons, challenges, and future opportunities
Thank you for your investment in XYZ Organization. Your partnership plays an important role in our ability to provide life-saving care to our patients and families.
For more information, please contact DEVELPOMENT STAFF NAME at ###-###-#### and

3. DELETE AND PLACE LOGO HERE
(second page; delete this text)
Title of Impact Report
DELETE AND PLACE LOGO HERE
Month and Year
DELETE AND PLACE CHART/GRAPH HERE
Impact Data Overview
Provide more details on specific impact stories and data points, preferably referring chart/graph to left
Include progress-to-date on metrics and milestones that your organization is tracking
Additional support details
Financial Overview
Explain how philanthropy dollars were actually spent
List most impactful purchases related to this priority
Additional support details
“Include quote from patient or provider about impact of philanthropy’s funding.”
Quote Source
Around XYZ Organization
High-level overview of related priorities across the institution
Meant to be informative and potentially pique donors’ interest in other funding opportunities
High-level overview of related priorities across the institution
Meant to be informative and potentially pique donors’ interest in other funding opportunities
High-level overview of related priorities across the institution
Meant to be informative and potentially pique donors’ interest in other funding opportunities