Reporting Guidelines

Fiscal Sponsored Projects Reporting Guidelines

RSF Social Finance requires a report from each fiscally sponsored project (Pre-Approved Grant Fund) every six months. Please include both a narrative and financial report.

Financial Report

Your financial report needs to detail each disbursement that you received during the past six-month period. Please include the following information:

• date that you received the disbursement,
• the amount of the disbursement,
• and a short line item detail describing how the funds were utilized.

Please do not include copies of your receipts. However, RSF does require that you keep your receipts on file in your organizational records. Please follow IRS requirements for record keeping and documentation for business expenses.

Narrative Report

Your narrative report should describe your activity during the six-month period to help us stay up-to-date on your work and project. You are welcome to include photos and visual materials.

Some guiding questions to help you in writing your narrative report:

• How did the funds disbursed help you implement your project or program?
• How did the funds disbursed help to improve your organization or project?
• What did you learn as a result of working on your project?
• How did you involve the community in your project or organization, and whom did the disbursed funds allow you to serve?
• What new connections or relationships developed as a result of the disbursed funds?
• Are you actively seeking funds for your project?

Note: RSF Social Finance may withdraw its sponsorship support if the project fails to submit timely reports or to meet requirements stated in the Pre-Approved Grant Fund Agreement.