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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.

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Presentation on theme: "How to Complete a Matching Grant Report. Learning Objectives Purpose of reporting Report components Completing report, step-by-step Report deadlines Resources."— Presentation transcript:

1 How to Complete a Matching Grant Report

2 Learning Objectives Purpose of reporting Report components Completing report, step-by-step Report deadlines Resources

3 Reporting Accomplishes Celebrates successes Communicates accomplishments to TRF Demonstrates good use of TRF funds Provides transparency Meets government requirements Offers lessons learned

4 Report Components Project information Project narrative Rotarian involvement and oversight Community impact Financial statement Additional information

5 Project Information Grant number Project country Progress vs. final report Reporting period dates Partners

6 Project Narrative Original objectives Actual accomplishments When, where, who (beneficiaries) Scope change

7 Rotarian Involvement Detailed description of non-financial Rotarian involvementhost and international Number of Rotarians participating

8 Community Impact Number of beneficiaries Project impact on beneficiaries Long-term community impact

9 Financial Statement Currency and exchange rate Statement of income and expense Bank statement Certifying signature

10 Additional Information Optional section Information provided helps to measure success of program Suggestions are welcome Use checklist!

11 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 projects completion

12 Reporting If sponsors do not comply with reporting requirements, they will not be eligible to receive future grants.

13 Reporting Success Remember that reports are a great way to tell about the success of your project!

14 Resources District Rotary Foundation Committee Chair District Grants Subcommittee Chair The Guide to Matching Grants [144] Matching Grant Terms and Conditions TRF Staff

15 Questions?


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