Board and reporting

A grant report that matches the award

Send the award and your records for the period. Grantkeeper drafts the report around the funder's objectives and marks anything the records don't support.

What you send: The award letter or agreement, the report template, and attendance and expense exports for the period.
What you send
What you get: A narrative for each objective, an actual-versus-budget table, documented outcomes with sources, and a list of missing facts.
What you get

Fictional example.

Text it like this

Fictional example.

You: Draft the Elm Foundation report from our attendance and expense files.
Grantkeeper: Draft ready for Jan 1 to Jun 30. 3 objectives covered. 84 unique participants and 612 visits from the attendance file. Expenses are 92% of budget, with supplies over by $340. Missing: the volunteer hours the template asks for.

Start from the award

Grantkeeper reads the award's objectives and reporting period first, then builds the report around them: a narrative for each objective, an actual-versus-budget table, and documented outcomes with the record each number came from.

It counts people carefully. One person who came to eight sessions is one participant and eight visits, and the report says which it means. Expenses stay in the categories the budget used, and restricted spending stays tied to the grant it belongs to.

Fictional example: the attendance file has 612 rows for the period. After matching names, they belong to 84 people, so the report says 84 participants and 612 visits, and names the file and date range both numbers came from.

Where the award asks for an outcome you didn't measure, such as a change in reading level, the draft says what you did measure and leaves the outcome question for you and the funder.

Missing facts stay missing

If the records don't support a number the template asks for, Grantkeeper leaves it as a marked gap with a note on what would fill it. It doesn't invent outcomes or round up attendance. Participant names and personal details stay out unless the funder requires them.

A participant's story belongs in the report only with that person's permission, and with details changed if they asked.

You or your finance lead check the figures, the narrative goes to whoever signs the report, and submission happens in the funder's portal or from your own email.

The draft ends with a short list of everything still needed, such as volunteer hours, a signed budget page or a photo release, and who is likely to have it.

Keep the attendance and expense files with the report, so a funder question months later has an answer. Upcoming reports show up in the deadline register.

What you send

The award letter or agreement, the report template, and attendance and expense exports for the period.

What Grantkeeper prepares

A narrative for each objective, an actual-versus-budget table, documented outcomes with sources, and a list of missing facts.

What to keep in mind

Outcomes come only from your records. People are counted once, and visits are counted separately.

Talk to us about Grantkeeper