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Grant Reporting Tool

Welcome to the online home for the Gateway Center for Giving’s Grant Reporting Tool.

The Grant Reporting Tool is intended for grantmakers who are developing or enhancing their processes, tools, and forms related to grantee reporting.

THE TOOL:

Grant Reporting Tool

CONTENTS:

The Grant Reporting Tool (above) includes the following sections:

  • Tips for Grantmakers Requesting Reports.
  • Tips for Grantmakers to Give Their Grantees
  • Sample Questions for Grantmakers to Ask
  • Other Resources for Best Practices in Grant Evaluation & Reporting

GLOSSARY OF TERMS

The Grant Reporting Tool (GRT) seeks to establish a common vocabulary among grantmakers and grantseekers.  Click on the link below for a list of terms used throughout the GRT.

Glossary of Terms

RESOURCE LISTS

The following resource lists are intended to provide grantmakers with additional information about learning and evaluation within grantmaking.

Foundation Evaluation Tools

  • Includes resources that guide grantmakers' thought processes on how to use the data they have collected from grantee reports. 
  • Provides grantmakers with indicators of foundation effectiveness.

Nonprofit Program Evaluation Tools

  • Assists grantmakers to more effectively:
      1. Assess the strength of grantees' current evaluation efforts and strategies; 
      2. Understand best practices in evaluation to tailor expectation and reporting requirements to match; and 
      3. Consider supporting grantees in learning and developing missing grant reporting skills.


BACKGROUND & ACKNOWLEDGMENTS

Creating the Grant Reporting Tool (GRT) was a volunteer effort on behalf of many dedicated individuals invested in enhancing Missouri’s nonprofit sector. Learn more about the background, and who helped develop this application.

Background:

The Grant Reporting Tool  consists of general tips and a menu of core questions that are considered best practices in effective grant reporting.  Rather than aiming for a “one-size-fits-all” form, the Grant Reporting Tool is intended to be used as a menu of ideas and questions that can be incorporated into grantmaker processes, tools and forms for grantee reporting.

The tool was developed over the course of eighteen months by a working group of St. Louis area grantmakers and nonprofit representatives.  Sections of the tool address general grant reporting tips for grantmakers, tips for grantmakers to give their grantees, sample questions for grantmakers to ask, and a list of other resources for best practices in grant evaluation and reporting.

“Grant reporting can be more than a tool for oversight and accountability.
Grant reports that are designed to elicit learning and measure results can be powerful reflective tools for grantees and can be used by grantmakers to measure the impact of their investments, build a body of knowledge, and inform grantmaking strategy.”

~Sarah Buek, MSW, Evaluation & Learning Officer at the Lutheran Foundation of St. Louis

Acknowledgements:

The Gateway Center for Giving would like to thank the following individuals for participating in the development of this tool:

  • Dianne Benjamin, ARCHS;
  • Sarah Buek, Lutheran Foundation of St. Louis;
  • Kathy Doellefeld-Clancy, Roblee Foundation;
  • Diane Drollinger, Nonprofit Services Center;
  • Claire Hundelt, Daughters of Charity Foundation of St. Louis;
  • Felice Joyce, Spirit of St. Louis Women’s Fund,
  • Jenny Praytor, Greater Saint Louis Community Foundation;
  • Melinda McAliney, Lutheran Foundation of St. Louis;
  • Danielle Wallis;
  • And all those who contributed to earlier drafts.
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