Grant Reports

BettieStammerjohn

Looking for some great examples of Grant reports as follow-up documents.

I've got my paper grant report forms that I've been planning to integrate into the GLM as a follow-up. But I'm always looking to see if any one has a better report form, especially now that I'm doing this electronically for the first time.

Thanks for your help.

Bettie

CarolReynolds

Our grant reports are specific to the cycle. We try really hard to only ask questions that will be relevant for our review of the nonprofit's use of funds and not a lot of extra questions that we don't really want to know or will read. We are trying to be mindful of not doing things we have always done just because we always have. For example, if we write a mini-grant to buy a computer all we really need to know is that they spent the money on the computer. We don't need their whole year's worth of information. I would be happy to send you the pdfs of the different ones we have if you would like!

LisaBoxWilliams

Bettie,

For reports, I actually use the merge file function to print the information out for the trustees books. It looks like the old printed version of an application. It is on one summary page with some quick information that I know is most important for the trustees. The summary includes, how much have we given in total since 1957, what giving category, name of board chair, mission. I will do something similar for follow-up reports using the information that the user puts on the form and merge it into a word document in the format that I want it presented in.

BettieStammerjohn

Carol Reynolds - thank you!

I agree that less is better and tying it to the specific grant cycle is important. I also want to keep the number of forms to a minimum, though I realize that one size does not fit all.

But this is very helpful. I may ask you for some examples of your pdfs.

Bettie

BettieStammerjohn

Hi @LisaBoxWilliams ,

I would love to know more about how you use the merge file function. I have not yet tried that!

I would love to see an example of what you give to your board. Would you be willing to share?

Thanks so much!

Bettie

LisaBoxWilliams

Grantee Renewal Summary-1.docx

Example using merge.doc

I hope these are helpful. It is a work in progress.

BettieStammerjohn

These are great, Lisa!

Thank you for sharing!

Bettie

BettieStammerjohn