Grant report template

A templatefunders recognise.

Ten sections, in the order most funder forms ask for them. Under each: the questions to answer, and where the evidence usually lives.

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The template

Ten sections.One report.

Copy the headings into the funder’s form, or use them as the outline when the funder has none. Answer each prompt with a number, a date or a source, not a description of effort.

Grant report

Funder
 
Grant and number
 
Reporting period
 

  1. 01Organization

    • Give the legal name, EIN and the staff contact for this report.
    • Name the person authorized to sign for the organization.

    Evidence · Organization profile

  2. 02Program

    • Which program did this grant fund? Name the population served and the goals in your proposal.
    • Where and when did the program run, and who ran it?

    Evidence · Program records

  3. 03Activities

    • List the activities completed this period, with dates.
    • Which planned activities did not happen, and why?

    Evidence · Activities, events and participation

  4. 04Outputs

    • How many people, businesses or sessions did you serve? Give the count and the period it covers.
    • Say how each number was counted.

    Evidence · Activities, events and participation

  5. 05Outcomes

    • What changed for the people you serve? Cite the measure and the prior value.
    • Define the measure and its denominator.
    • Add one story in a participant’s own words, if they agreed to share it.

    Evidence · Outcomes · MissionAligned follow-up forms

  6. 06Budget to actual

    • Show the approved budget beside actual expenses, by category.
    • Explain any variance the funder asks about, and state the balance remaining.

    Evidence · Financial information

  7. 07Barriers and lessons

    • What got in the way this period, and what did you change because of it?
    • What would you do differently if you ran the program again?

    Evidence · Organization statements

  8. 08Next steps

    • What happens next period?
    • What will the next report be able to show that this one could not?

    Evidence · Organization statements

  9. 09Attachments

    • Attach what the funder requires: budget, audit, Form 990, evaluation.
    • Include photos only where the media release is confirmed.

    Evidence · Reporting documents · Photos and media

  10. 10Certifications

    • Who reviewed the report, and who signs it? Give name, title and date.
    • Affirm that the financial figures are accurate as of the reporting date.

    Evidence · Certifications and approvals

Download the template (.docx) (coming)

Fill it from the work

Or don’twrite it at all.

MissionAligned files your posts, forms, receipts and emails against each section as the work happens, then drafts this template from that evidence. The draft exists months before the deadline. You review it, and any line traces back to its source.

  • Outputs count themselves from sign-ins and events.
  • Budget to actual comes from the receipts already filed.
  • Nothing is claimed as an outcome until you approve it.

See your reportsfill themselves in.

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