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The Funder File
Essentials

Grant Report Kit

Report what you promised, in the same words and with the same numbers. Two Word templates and two Excel workbooks turn your records into clear progress, final and financial reports.

5 files · Word and Excel · $24

$24

Secure payment with Stripe. Instant download. Your link works 5 times over 30 days.

What's inside

Word files

  • Essentials_GrantReport_User_Guide.docx

    Your step-by-step guide to this kit, with official sources and the final checklist.

  • Essentials_GrantReport_Progress_Report_TEMPLATE.docx

    Interim report structure: delivery so far, early outcomes, spending and plans for the next period.

  • Essentials_GrantReport_Final_Report_TEMPLATE.docx

    Final report structure that compares what you promised with what you delivered, including the financial summary.

Excel files

  • Essentials_GrantReport_Budget_vs_Actual_TRACKER.xlsx

    Approved budget against actual spending, line by line, with variance flags and a category summary.

  • Essentials_GrantReport_Outcomes_TRACKER.xlsx

    Promised outputs and outcomes with baseline, target and actual results, plus a reporting log with alerts.

Who it's for

  • Nonprofits that have received a grant and owe a report
  • Teams managing several grants with different reporting dates
  • Anyone who needs to explain budget variances clearly

How the documents work together

  1. List every promised output and outcome in the Outcomes tracker; record results at each reporting point.
  2. Copy the approved budget into the Budget vs Actual workbook and add actual spending from your accounts.
  3. Assemble the progress or final report from both workbooks.

Is this the right kit?

If you also need to build the original budget, the Grant Budget & Justification Kit includes a Budget vs Actual tab linked to the budget.

General information

Templates and general information only, not legal, tax or fundraising advice. No template can guarantee funding: each funder decides on its own priorities and budget. Always follow each funder's own guidelines.

What's not included

  • Writing, reviewing or submitting your application for you
  • Legal, tax or accounting advice for your situation
  • A list of funders or a database subscription
  • Any promise of funding
  • Your funder's own report form: use it when it exists

Format & delivery

Instant download after payment: one ZIP with editable Word (.docx) and Excel (.xlsx) files, personalized with your order details. Made for Microsoft Word and Excel; the files also open in Google Docs, Google Sheets, LibreOffice and Apple Pages or Numbers, where some formatting, drop-downs or checkboxes may behave differently. Your download link works 5 times over 30 days.

Questions about this kit

Can I use it with my funder's own report form?

Yes. When the funder provides a form or portal, use it; the templates and workbooks prepare the content and the figures.

What does the variance flag do?

Lines turn red when spending exceeds the approved amount. If your agreement sets a variance threshold, enter it and lines above it are flagged for an explanation.

Does it include sample results?

No. Every baseline, target and result comes from your own application and records.

Helpful guides

Bundles that include this kit

Bundle of 6 kits

US Foundation Bundle

Everything a small US nonprofit needs to approach private foundations, community foundations and companies, and to report afterwards.

Kits bought separately: $189. You save $100 (53%).

Bundle of 6 kits

UK Bundle

For UK charities and community groups: preparation for National Lottery Community Fund applications, trust and foundation applications, and the Essentials tools for budgets, reports, calendars and boilerplate.

Kits bought separately: $174. You save $95 (55%).

Bundle of 6 kits

Canada Bundle

For Canadian charities and non-profits: foundation applications, preparation for Ontario Trillium Foundation applications, and the Essentials tools for budgets, reports, calendars and boilerplate.

Kits bought separately: $174. You save $95 (55%).

Bundle of 16 kits

US Complete Bundle

Every US kit: the six Essentials, the four US funder kits (private foundations, community foundations, companies, government) and the six sector kits.

Kits bought separately: $544. You save $395 (73%).

Bundle of 20 kits

All-Access Bundle

All 20 kits: Essentials, US funders, UK, Canada and the six sectors. For organizations working across borders and for teams that want every tool.

Kits bought separately: $700. You save $521 (74%).

The Funder File is not affiliated with, endorsed by or connected to any funder or government agency named on this site. All trademarks belong to their owners.

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