All grantees are required to watch our orientation presentation. It is 16 minutes and gives you important information you need to know about the administration of your grant. After you watched the orientation, please let your Grants Officer know so we can record that you completed this requirement.

You can watch the orientation below or on YouTube.

All grantees are required to complete reports. Depending on the type of grant received, you will be asked to do an interim report and a final report or just a final report. Reporting is made up of four components:

1. Narrative report about your activities
All grantees are required to provide a narrative report. In general, grantees are asked to share information and their candid observations about their grant, including what activities were completed, who they served, and how it went. Narrative reports are important because they help the Foundation learn from the successes and challenges of our grantees, measure the effectiveness of funded activities, and evaluate our grant programs.

2. Financial report
All grantees are required to provide financial reports. These must be in budget-to-actual format, based on the budget included with the grant application, and include all sources of revenue related to the project or activity that received Foundation funding.

3. Quantitative Statistics report
All grantees are required to complete a Quantitative Statistics report. This report collects a selection of numbers related to your activities and it is in addition to the quantitative information you would include in your narrative report. These statistics are important to the Foundation because they illustrate an amalgamation of our impact and they help inform our grantmaking and our priorities.

4. Reporting on how the grant is acknowledged
Based on the Foundation’s acknowledgement guidelines, all grantees are required to report on how they acknowledged their Foundation grant. Acknowledgement is important because it is one of the most visible ways to communicate our funding investments and it helps raise awareness and understanding of the Foundation and our mission. More support for our mission means more support to continue to fund worthy organizations such as yours.

See our Reporting guidelines webpage for the tools you need for all the above reporting requirements.

Sometimes an aspect of your project may need to change, such as its objectives, scope, budget, or project lead. It is very important that you speak with your Grants Officer before you go ahead with any changes. Some types of modifications require approval from staff and some need to be approved by our Board of Trustees.

See our Grant Modification Request webpage for more details.

Although not an official requirement, we strongly encourage you to subscribe to our newsletter and follow us on social media so you always learn about new granting opportunities and other news that will be relevant to you and your organization. And, we encourage you to “tag” us in your posts so we can help promote your activities to a wider audience.

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