Grantee reporting

Reporting is an important part of the grant-making process because we want to hear about your work. We often create opportunities to share the exciting work of our grantees with our staff, board, and wider community through the RSF Quarterly or on our blog. Your grant reports also help us demonstrate “due diligence” to our donors, who have entrusted their money to us in confidence that it will be well managed and their intentions will be respected within the framework of our charitable purposes.

We do not require any reporting on grants for $25,000 or below to registered public charities in the United States unless your grant award letter specifies otherwise.

Guidelines for reporting

Your report should describe progress made in the last year on the work supported by the grant you received from RSF. If your grant was for more than $25,000, kindly submit a financial report detailing the use of the funds. Your report should be approximately 500 to 750 words. Although not required, we encourage the submission of photos and video links to this email.

  • Guiding questions
  • Individual guidelines
  • Guidelines for pre-approved grant funds
  • Guidelines for non-501(c)3 and foreign organizations
When and how to submit a report
501(c)3 organizations 501(c)3 organizations

If you received a grant over $25,000, you are required to submit a report within 12 months of receiving funding from RSF. You will receive an email 30 days before your report is due with a link to our report form.

Pre-Approved Grant Funds Pre-Approved Grant Funds

You are required to submit a narrative and financial report within 6 months of receiving a grant from RSF. Please submit your report to this email.

Non-501c3 and Foreign Organizations Non-501c3 and Foreign Organizations

You are required to submit a narrative and financial report three months after the end of the fiscal year in which the grant from RSF was received. A new report is required every subsequent year until all funds are expended. Please submit your report to this email.

Frequently Asked Questions
  • Why do you require reporting?

    Reporting is an important part of the grantmaking process because we want to hear about your work! We often create opportunities to share the exciting work of our grantees with our staff, board, and wider community through the RSF Quarterly or on our blog. Your grant reports also help us demonstrate “due diligence” to our donors, who have entrusted their money to us in confidence that it will be well managed and their intentions will be respected within the framework of our charitable purposes.

  • What should I do if my report is late?

    We understand there are many circumstances that make it difficult to submit your report on time. We will send a grant report due email to remind you 30 days before your report is due, and again if it is past due by 60 days. Please submit your report to us as soon as possible. Please do not call us to tell us why your report is late. Instead, please focus on getting the report completed.

  • What is a financial report?

    Financial reports need to give us an idea of how the grant funds were used to support your charitable work. If your grant was for general operating support, please explain how the grant funds were applied to your annual organizational budget. If your grant was for a specific project, please detail how the grant funds were applied to specific project expenses.

  • Should I also send a hard copy of my report?

    To reduce paper, we request that you do not send us a hard copy of your report. If a paper copy is the only way for you to get your report to us, then we will accept it in that format.

  • What do I do if I have not used the entire grant?

    If you have not used the grant(s) within the reporting period, please indicate this and submit a progress report. We will also require reports every 6 months until the full amount is expended, and you will receive email reminders about these as well.

  • Should I copy the donor or other important parties on the grant report?

    Many of our grantees have personal relationships with their donors. Please feel free to share your report with anyone you see fit.

  • How should I identify my report?

    If you submit your report using the link you received by email, there is no need to identify your grant, as it is integrated with our grants database. If you submit your report to grantreports@rsfsocialfinance.org, please include the fund name and amount of grant in your email.

  • When should I contact a staff member with a reporting question?

    You should contact a staff member if a) you submitted your report but received a grant report due letter, or b) you need more information about a grant.

Other Questions?

Contact Ellie Lanphier

Senior Program Associate, Philanthropic Services
ellie.lanphier@rsfsocialfinance.org
415.561.6164