Reporting FAQs

RSF makes over 600 grants annually. Please read the following frequently asked questions before contacting RSF staff:

Why do you require reporting?

Should I copy a specific RSF staff member on my report sent to grantreports@rsfsocialfinance.org?

What should I do if my report is late?

What is a financial report?

Should I also send a hard copy of my report?

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

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

How should I identify my report?

Reasons to contact staff with a grant question

Why do you require reporting?

Reporting is an important part of the grant making process because we are interested in hearing about your work and may make your organization or project more visible to our community by publicizing your organization in the RSF Quarterly newsletter or website. Your grant reports also help us demonstrate “due diligence” to our donors. Donors to RSF 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.

Should I copy a specific RSF staff member on my report sent to grantreports@rsfsocialfinance.org?

There is no need to copy members of the Philanthropic Services staff on your report email, it is accessed and reviewed by all PS staff. Our staff members read the Grant Reports inbox weekly and will respond to you in the order of reports received. Any reports copied to personal inboxes will be moved to the grant reports inbox.

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 grant report due letters to remind you that your report is due. 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. You will continue to receive reminders until the report is received.

What is a financial report?

Financial reports can be your audited financial statements from the year you received the grant, or may be a project budget for the project that received the grant. Financial reports need to give us an idea of how the grant funds were used to support your charitable work.

Should I also send a hard copy of my report?

In an effort to reduce paper we request that you do not send us a hard copy of your report. If a hard 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 send a letter with an update. We will also require reports every 6 months until the full amount is expended.

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 whomever you see fit.

How should I identify my report?

Please use the check number of your grant check to identify your grant report. This is helpful for our grants staff to find the relevant grant information. If you do not have a check number because you received a wire, please put the grant amount and date received in the subject line of the email. If you know the name of the fund that the grant came from you may include that as well.

Reasons to contact staff with a grant report question:

You submitted your report and still received a grant report due letter.

You need more information about the grant.

If  you still have questions, please contact Ellie Lanphier at 415.561.6164 or ellie.lanphier@rsfsocialfinance.org.

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