Date post: | 27-Mar-2015 |
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How to Complete a Matching Grant Report
Learning Objectives
• Purpose of reporting• Report components• Completing report, step-by-step• Report deadlines• Resources
Reporting Accomplishes
• Celebrates successes• Communicates accomplishments to
TRF• Demonstrates good use of TRF funds• Provides transparency• Meets government requirements• Offers lessons learned
Report Components
• Project information• Project narrative• Rotarian involvement and
oversight• Community impact• Financial statement• Additional information
Project Information
• Grant number• Project country• Progress vs. final
report• Reporting period
dates• Partners
Project Narrative
• Original objectives• Actual
accomplishments• When, where, who
(beneficiaries)• Scope change
Rotarian Involvement
• Detailed description of non-financial Rotarian involvement—host and international
• Number of Rotarians participating
Community Impact
• Number of beneficiaries
• Project impact on beneficiaries
• Long-term community impact
Financial Statement
• Currency and exchange rate
• Statement of income and expense
• Bank statement• Certifying signature
Additional Information
• Optional section• Information
provided helps to measure success of program
• Suggestions are welcome
• Use checklist!
When TRF Reports Are Due
• Progress reports are due at least every twelve months for the life of the project
• A final report is due within two months of the project’s completion
Reporting
If sponsors do not comply with reporting requirements, they will not be eligible to receive future grants.
Reporting Success
Remember that reports are a great way to tell about the success of your project!
Resources
• District Rotary Foundation Committee Chair
• District Grants Subcommittee Chair• The Guide to Matching Grants [144]• Matching Grant Terms and Conditions• TRF Staff• www.rotary.org
Questions?