158: The People Behind the Products: Utilizing Technology to Enhance Donor Connection and Annual Reports with Josh Kligman

Does this sound familiar? You pour hours of time and effort into crafting annual and impact reports for your nonprofit, only to receive lackluster responses from donors. You've been told that simply presenting the facts and figures will be enough to engage donors, but the pain of seeing minimal support tells a different story. It's time to break free from this ineffective approach and discover the transformative power of storytelling components in captivating your donors and creating meaningful connections.
Meet Josh Kligman, the heart and brain behind Yearly, a platform revolutionizing the way nonprofits approach storytelling and impact reports. Having worn the hat of a marketer and fundraiser, Josh has navigated the intricate labyrinth of content creation for impactful reports for years. Backed by his hands-on experience in nonprofits, he's tackling the challenge of engaging donors and stakeholders right where they stand. Today, he champions the integration of diverse storytelling elements such as photos, videos, and social media posts into a flexible digital impact report tool, ensuring that vital tales of change aren't lost amidst digital noise.

In this episode, you will:

Dig deeper into the hurdles confronted when developing annual and impact reports for nonprofits.

Explore the revolutionary transition from print-based reports to digital platforms in the nonprofit landscape.

Examine the strategic use of storytelling and its pivotal role in magnetizing donors.

Encounter the rising tide of personalization in nonprofit reporting and its significance in today's digital age.

Understand the ethical application of tech tools in the nonprofit sphere and their transformative effects.


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If you’re looking to raise more from the right funders, then you’ll want to check out my Power Partners Formula, a step-by-step approach to identifying the optimal partners for your organization. This free masterclass offers a great starting point