View the Foundation’s 2019 Summary of Grants – available here!
In the latest What We Look For blog series, we are taking a deeper dive into Grantee Reporting. Keep in mind that these posts are presenting generalities, and are not representative of all grants or circumstances. Should an organization have specific questions related to a grant, it should refer to its Grant Contract or contact its Program Officer.
Each grant made by the Foundation requires a final Grantee Report, although some grants require additional interim reports. The Grant Contract will outline the number of reports and their due dates, the specific goals to be reported upon, and additional questions related to the grant and feedback on our grant making process. Grantee Reports must be submitted via the online portal.
Additional information related to the grant making process, the online portal, and step-by-step instructions for submitting a Request or Grantee Report, can be found on the Grantee Portal Help Guide.
During the due diligence process, grantees will have the opportunity to discuss goals for their grants with their assigned Foundation Program Officer. The resulting final goals determined by the Foundation to be mutually important to learn from will appear in the grant contract.[i]
Instructions for completing the Grantee Reports as well as the goals to be reported on and additional report questions can be found at the end of the Grant Contract on the page titled “Instructions for Online Reporting”.
Please review the Grantee Portal Help Guide for additional assistance with accessing the portal or submitting Grantee Reports.
The Grant Contract will outline Grantee Report due dates under the terms and conditions. Additionally, each Grant Contract includes instructions for online reporting, and grant-specific goals.
Grantee Reports will become available on the online portal 30 days before they are due. Grantees should receive an email when their Grantee Reports become available, however, we strongly encourage grantees to keep track of reporting deadlines on their own should an email alert be delayed due to technology challenges.
Grantees should receive the following schedule of reminders via email:
If it is within the 30 day due date window, but a Grantee Report doesn’t appear in the portal, please contact Grants Manager Amy Brooks at firstname.lastname@example.org.
Grantees can request an earlier Grantee Report due date. To do so, please contact Grants Manager Amy Brooks by sending a detailed email to email@example.com. Such decisions will be made on a case-by-case basis, and the Foundation reserves the right to decline such requests.
Lastly, grantees must submit their final report before a new grant can be approved. Due to this, an organization might not receive funding from the Foundation during the organization’s fiscal year depending on how the dates fall and grant terms align.
Hopefully this information is helpful as you begin the grant reporting process. Keep in mind that these posts are presenting generalities, and are not representative of all grants or circumstances. Should you have specific questions related to a grant, please refer to your Grant Contract or contact your Program Officer.
For more information about the grant making process, the online portal, or to preview the different types of applications and their questions, please visit our online Grantee Portal Help Guide, which is updated regularly. Also be sure to check-out the FAQ at the bottom of our Apply page for eligibility requirements and additional information.
[i] The Grant Contract states that, prior to signing the Grant Contract, grantees should review the grant-specific goals listed in the Grant Contract and promptly contact their Program Officer with any questions or concerns regarding the goals or the required reports. Therefore, grantees are expected to report on the goals outlined in the Grant Contract.