Reporting on a Grant

Reporting on a Grant

Since June 2019, if you are awarded funding from TLEF, this is how we expect to keep in touch with you during the course of your grant.

1. Your contact at the Foundation

You will have a named staff member who will act as your grant manager. This person will be your main point of contact for any queries or updates during the grant.

2. Introductory telephone call

Your grant manager will arrange a time to speak to you around six weeks after you sign your Grant Agreement. The grant manager will explain the Foundation’s expectations and approach, but this is also an opportunity for you to ask any questions about the grant.

3. To request an instalment of the grant

Please email payments@thelef.org with invoices, in line with the payment schedule in your Grant Agreement.

In those emails, we ask that you also confirm that:

  • the work being funded is on schedule to be completed as set out in the Grant Agreement.
  • The cost of completing the project remains within the budget set out in the Grant Agreement.
  • You have the resource to complete the project

4. Progress Reports

We ask for a report on the work funded by our grant every 12 months. A request for this report will be sent to you automatically by email with a link to the form setting out the information that we require.

We ask for monitoring reports so we have a complete record of the progress and challenges faced by your organisation as you have carried out the work we have funded. They are also an opportunity for us to learn from the experiences of our grantees, as well as to offer additional assistance where we can.

Please note: Where your grant is for less than 18 months in length, you will not be required to provide a progress report; only a final report.

5. Progress call or meeting

For most grants, your grant manager will arrange a time to speak or meet with you during the year to hear how the work is progressing. This is an opportunity for us to have a conversation about what you are learning from the successes and challenges of the work we are funding.

6. Final reports

We will ask for a Final Report at the end of the project.  A request for this report will be sent to you automatically by email with a link to the form setting out the information that we require.

We ask for final reports so we have a complete record of the progress and challenges faced by your organisation as you have carried out the work we have funded. They are also an opportunity for the Foundation to learn from across its grants portfolio.

Please remember to tell us about any major changes to the project or organisation in between these reporting milestones – such as changes to key staff members, financial difficulties and/or serious incidents reported to the Charity Commission.

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