Managing Your Grant: Forms and Tools

This section provides current grantees with helpful information for managing their grants.

Financial Reports

All RBF grantees are required to provide the RBF with a financial accounting of the use of grant funds in U.S. dollars. The report should be presented in comparison with the approved budget, with an explanation of any variances.

The guidelines and template 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 it will convert it 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.

Wire Transfer Form

Questions

If you require further help, please see the Grantee FAQs, contact your program team, or grantsmgmt@rbf.org.