Common Report Form - Connecticut Council For Philanthropy Page 2

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NARRATIVE
(no more than four pages total; some questions might not apply
to your grant)
SECTION C (1) Complete this section if you are reporting on a general operating grant.
1. Describe organizational and/or programmatic achievements and setbacks; significant board and/or staff changes.
2. Explain how you measured the effectiveness of your activities against your goals and objectives; what you learned.
SECTION C (2) Complete this section if you are reporting on a project, challenge or capital grant.
1. Results
a. List the original goals and objectives of the grant, and tell how they were met during this reporting period. Please
include specific outcomes included in your grant application.
b. Describe current status on meeting any special terms of this grant (for example, challenges, contingencies, etc.)
c. Variance from original project plans often occurs. In what ways did the actual project vary from your initial
plans? Describe how and why.
d. What difference did the grant make to your organization, in your community and for the population you are
serving?
e. Describe any unanticipated benefits or challenges encountered with this project.
f. Describe how collaborative or cooperative efforts with individuals and organizations affected outcomes. This
could include planning, implementing, funding and/or evaluating this project/grant.
1. Lessons Learned
a. What are the most important outcomes and “lessons learned” from this project?
b. How will you use what you learned to inform future work?
c. Are there recommendations you can make to funders or others working in this field? If so, please describe.
d. If you were to undertake this project again, would you do anything differently? If yes, please explain.
3. Future Plans
a. What is your plan for this project in the future? Briefly describe rationale for ongoing funding, expansion,
replication or termination.
4. Public Relations
a. If possible, provide a “human interest story” that illustrates a success of the project.
b. If applicable, attach selected material relating to the funded project: press or news items, brochures, letters of
support, photographs, etc.
SECTION D--FINANCIALS
1. Using the original budget included with your proposal, provide detailed expenses and income for the project
for this period. Provide narrative on any variances from the original project budget.
2. Include a detailed, complete accounting of how the specific grant dollars from this grantmaker were spent.
3. Who else has funded this project, and at what level?
4. If you are reporting on a general operating grant, submit actual end-of-year income and expenses for the
organization for the year in which grant was used.
SECTION E--COMMENTS
Please share any thoughts about how this funder could be helpful, either in the funding process or in other ways
beyond additional funding.

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