Manage Your Grant
This sections includes information about the narrative and financial reports, the wire transfer form, and the Grantee Communications Guidelines.
Once a grant is approved, grantees will receive an agreement letter from the Fund outlining the terms of the grant, including the expected reporting requirements and payment schedule. The first payment on the grant is generally issued upon return of the countersigned award letter to the Fund.
RBF staff members monitor grants throughout their life cycle. Each grantee is required to submit narrative and financial reports at specified intervals during the grant as well as at its conclusion. Grant reports become part of the Fund's permanent records.
The narrative statement should include an analysis of what was accomplished during the grant. Your program contact at the Fund can provide you with guidance on what to include in your narrative report; commentary on the following questions may prove useful:
- Are the objectives of the grant being achieved? If not, what are the results?
- Were the grant funds expended in the way you anticipated when the grant was requested?
- What do you consider to be the impact and value of the grant? What is your overall assessment of the grant to date?
- What lessons are being learned?
All RBF grantees are required to provide the RBF with a financial accounting, in U.S. dollars, of the use of grant funds. The report should be presented in comparison with the approved budget, with an explanation of any variances.
The following guidelines and template (see links below) should be helpful in developing the financial report. If you include the exchange rate in the spreadsheet, you may complete the report in your local currency and the amounts will be converted to U.S. dollars.
- Financial report template for U.S.-based grantees
- Financial report for Non-U.S. based grantees (includes a currency converter)
Wire Transfer Form
Non-U.S. based grantees may request grant payments via bank wire transfer. The information requested in the form below is required for all wire transfers. Please complete this form and return it to your program contact at the Rockefeller Brothers Fund.
Grantee Communications Guidelines
The Grantee Communications Guidelines have been created to assist you with communicating about your grant. If you have any questions about the Grantee Communications Guidelines or other communications-related inquiries, please contact the RBF communications team at firstname.lastname@example.org.
If you require further help, see the Grantee FAQs, contact your program team, or email@example.com.