How to Complete a Matching Grant Report

Learning Objectives

•Purpose of reporting•Report components•Completing report, step-by-

step•Report deadlines

Reporting Accomplishes

• Celebrates success• Communicates accomplishments

to TRF• Demonstrates good use of TRF

funds• Meets government requirements• Offers lessons learned

Report Components

• Project description• Rotarian involvement and oversight• Community impact• Statement of income and expense• Bank statement• Report must be signed

Project Information

• Grant number• Project country• Progress vs. final

report• Reporting period

dates• Partners

Project Narrative

• Original objectives• Actual

accomplishments• When, where, who

(beneficiaries)• Scope change

Rotarian Involvement

• Detailed description of non-financial Rotarian involvement—host and international

• Number of Rotarians participating

Community Impact

• Number of beneficiaries

• Project impact on beneficiaries

• Long-term community impact

Financial Statement

• Currency and exchange rate

• Statement of income and expense

• Bank statement• Certifying signature

Additional Information

• Optional section• Information

provided helps to measure success of program

• Suggestions are welcome

• Use checklist!

Report Deadlines

• 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 project’s completion

Reporting

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

Reporting Success

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

Resources

• MG Terms and Conditions• The Guide to Matching Grants• Rotary website: www.rotary.org• Email: contact.center@rotary.org• District Leadership• Humanitarian Programs Staff

Questions?