Prompt: write the impact section of your annual report

The Trustees’ Annual Report should show what your charity achieved, not just what it did. This prompt drafts the achievements-and-performance section from your real results, linked to your charitable purposes and honest about challenges. You verify every figure against your records, because the report is filed with the regulator and public.

What to paste in

Give the AI your charitable purposes, what you set out to do, what you delivered, the difference you saw, and any consented feedback. It writes a clear section and keeps your figures exactly as provided.

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What to check afterwards

Verify every number against your records and accounts, confirm the section links achievements to your charitable objects, and include the challenges as well as the successes. Check the level of detail and public-benefit reporting required for your income and accounts type.

The detail required in a Trustees’ Annual Report rises with income and whether you prepare accruals accounts under the Charities SORP, so confirm the current requirements for your size (Source: Charity Commission / SORP, accessed 9 July 2026; verified 11 Jul 2026: simple TAR applies under £500,000 income, full SORP-based TAR above that or for company/CIO charities).

Worked example

The illustrative example links achievements to the charity’s purpose, keeps figures exact with a [CHECK] flag, and reports a genuine challenge alongside the wins.

CharityIQ can draft the impact section grounded in your monitoring data and accounts, keeping every figure traceable.