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Reporting Guidelines for Designated Funds
RSF requires a report from each Designated Fund for every six-month period in which funds are disbursed. Your report should 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 thatreporting-guidelines-for-designated-funds you keep your receipts on file in your organizational records.
Narrative Report
Your narrative report should describe your activity during the six-month period, and helps 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?