Follow Up Form / Reporting Dates
When you fund a program, how do you determine the due dates for follow ups?
I work for a Community Foundation that makes grants four times a year and requests an interim (6 month) report and a final (12 month) report in follow up forms.
We made a grant to a nonprofit in June 2022, so their interim report was due December 2022 and the final report will be due June 2023. The nonprofit's fiscal year is October to September, so for the interim report they submitted program achievements from 10/1/2021 - 9/30/2022, of which we only funded three months. The nonprofit would like to reapply for funding in June, but their final report (which has to be submitted before they can reapply for funding) won't have all completed data for the 2022 - 2023 fiscal data. They don't collect monthly data, so they are unsure of what to submit for their final report.
The above is a pretty specific example, but all comments/best practices around due dates for follow ups and questions asked in follow up forms are welcome! If a phone call is easier, I am available for a chat as well.
Comments
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Hi @ChiakaNwosu! Commenting to give this post some more attention!
Kara Adams, M.Ed., CAE (she/her/hers)|Community Manager|kara.adams@foundant.com
Headquartered: Bozeman, MT| Remote Location: Chicago, IL | Direct: 312-802-1374 |www.foundant.com|
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Thanks, @KaraAdams!!
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We request 6 and 12 month reports as well, but the grantee has to report on only the funding we provided during that period of performance. It seems the final report for this organization you mention should report on funding and activity from June 2022 through May 2023 (the entire project period). However if the funding was for a program vs operating, I suppose that could be more complicated. If they do not collect monthly data, I would strongly encourage them to do so. Our grantees submit an interim report with a brief narrative update on work done since the beginning of grant period and how funds have been spent. The final report is a narrative of work done for the entire project period and how all of the grant funds were spent. Hope this helps!
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Thank you, @BethNuttall! This is very helpful.
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