Toolkitanchorgrid Talbenny

Talbenny · United Kingdom charities

The year of giving, set so trustees can follow it without a private briefing.

Toolkitanchorgrid draws annual fundraising reports, quarterly board packs, and short notes for people who already give. Gift Aid, restricted balances, and late major gifts stay labelled. We do not sell logins.

Request a report scoping note

Volunteers assembling food parcels together at a long table
A Pembrokeshire food collection — the sort of year we are asked to account for in print, not on a live screen.

What we actually prepare

Reports
People seated around a meeting table with papers and notebooks

Meeting cycle

Quarterly trustee board pack

A numbered pack for the next trustee meeting: giving against the forecast, restricted balances, and a one-page note on what needs a decision rather than a presentation.

Read the scope

Volunteers packing food donations in a community hall

After an appeal

Campaign close briefing

A short written briefing for staff and trustees once an appeal, challenge gift, or seasonal mailing has closed, including what arrived late and what was pledged rather than received.

Read the scope

All reports, packs, and the trustee workshop

Flagship commission

Annual fundraising report and donor visual pack

For charities whose board still meets around a table. You send a gift export and campaign names. We return a bound narrative for trustees and a two-page visual letter for major givers. Statutory accounts stay with your accountant.

From £4,800 · five to seven weeks · two revision rounds.

Write with your year-end date

People gathered around a table sharing a meal

From recent commissions

Client notes

Helen Morley · Annual fundraising report and donor visual pack

Our treasurer used to read the gift spreadsheet aloud while the rest of us watched the total cell. Elspeth’s report named the Christmas mailing, the failed challenge gift, and the Gift Aid still outstanding. I could chair the AGM without a private briefing the night before.

James Okonkwo · Campaign close briefing

After the spring appeal I wanted one number for the staff list. Rohan would not give me one. He split cash, Gift Aid, and three pledges that had not cleared. The staff email was duller. The trustee paper was honest. I still wince at how late I sent him the appeal codes.

Journal

From the studio