JMU Corporate & Private Foundation Funding Guidebook 2024

Reporting Most funders will require you to prepare a grant report or multiple reports. Reporting requirements and due dates are typically listed in the award letter. Reports are generally due every six months or one year from the award date. Please note that while it is not a contractual obligation, providing the funder with accurate, detailed and timely reports is not only good stewardship practice, it is a mandatory part of our workflow. CFR is happy to assist with report drafting and submission. A well-crafted report can have a positive effect on the way funders view your work, as well as JMU, and greatly increase the university’s chances of receiving future funding. Failure to comply with reporting requirements will jeopardize JMU’s chances of receiving future philanthropic grants. If your proposal is funded, your primary responsibilities include: • Ensuring that all elements of the project are successfully completed and follow the proposed timeline • Providing the impact and results of the project as spelled out in the grant application • Working with the appropriate accounting personnel to manage the budget and obtaining financial reports — expenses need to conform to the budget submitted with the proposal • Submitting reports in a timely manner Philanthropic grant reports generally include the following: • A summary of project activities conducted during the grant period • A discussion of outcomes, including successes, challenges and lessons learned • A description of the impact of the project and funding • A summary of expenditures

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Corporate and Private Foundation Funding Guidebook

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