Intermediate level · Module 5: Budget Management and Donor Reporting · Lesson 3 of 3
Donor Financial Reporting
Report grant spending accurately, in the donor's format and with evidence.
In this lesson you will
- Prepare a donor financial report
- Ensure costs are eligible and documented
Key concepts
grant agreementeligible costsbudget flexibilitysupporting documents
The lesson
Read the grant agreement: reporting format and dates, eligible costs, currency and exchange-rate rules, and how much spending may move between budget lines without approval.
Report actual spending against the approved budget, with explanations for variances and any requests for budget changes.
Every reported cost must be eligible and supported by documents that can be produced in an audit.
Step by step
- Summarise the grant's reporting rules.
- Map accounts to donor budget lines.
- Prepare the report.
- Check eligibility and documentation.
Practice activity
Prepare the donor financial report for the quarter.
Expected result: An accurate report in the donor format with documented costs.
Check your understanding
-
Name two things to check in a grant agreement before reporting.
Show answer
Eligible costs and budget flexibility rules, among others.
-
Why must every reported cost be documented?
Show answer
To prove eligibility in an audit.
Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.