Upcoming Courses

Session 5 materials

(SAVE FILES BEFORE OPENING)

• Slides for in-class presentation [ppt] [updated 01/2013]
• Planning guide [pdf] [updated 01/2013] for faculty and sponsoring organizations

Handouts for Participants

• Participant guide [pdf] [updated 01/2013]
• Administrative Close-Out Memo [pdf]
• Checks Requested - by fund [pdf]
• Common Report Form [pdf] (Connecticut Council for Philanthropy)
• Evaluation as a Pathway to Learning [pdf] (Grantmakers for Effective Organizations)
• Evaluation Handbook - WK Kellogg Foundation [pdf] [updated 01/2013]
• Expenditure Report—Supplemental Schedules (Budget) 
• Final Report Reflective Questionnaire [pdf]
• Final Reports: Due Letter 
• Form for Routing and Review of Grantee Report 
• Grant Close-out Report Form 
• Grant Extension Letter [pdf]
• Grant Financial Reporting Form: Instructions 
• Interim Report: Due Reminder Letter [pdf]
• Letter Approving a Budget Revision [pdf]
• Making Measures Work for You [pdf] (GrantCraft)
• Payment Contingency Letter [pdf]
• Payment Request Form [pdf]
• Payment Schedule and Reporting Requirements (Complex) [pdf]
• Payment Schedule and Reporting Requirements (Simple) [pdf]
• Payment Transmittal Letter [pdf]
• Payments Due Schedule [pdf]
• Reminder Closing Letter—List of Materials the Foundation Expects to Receive [pdf]
• Report Acceptance Letter [pdf]
• Report of Grant Payments Scheduled [pdf]
• Reporting Format—General Support Grant [pdf]
• Report—Overdue Letter 
• Reports Due, Listed by Scheduled Date [pdf]
• Request for Wire Transfer of Funds [pdf]
• Sample Close-out Letter [pdf]
• Sample Expenditure Report [pdf]
• Sample Reporting Format—Project Support Grant [pdf]
• Sample Site Visit Worksheet [pdf]
• Resources for New Grantmakers [pdf] (only for participants who did not receive a copy with Session 1 handouts)
• Evaluation form [pdf]