Simple Grant Progress Report

Beth Broomall
Beth Broomall
Tenth Anniversary Kudos 3 Name Dropper Participant
in Blackbaud Grantmaking™ General Discussions

Do you use a Progress Report in your grantmaking? If so, would you be willing to share a sample report with me? I am looking for a brief report on how a grant is being used or will be used with expectations. Thanks! Beth

Comments

  • Angela Finley Hunter
    Angela Finley Hunter Community All-Star
    Fifth Anniversary Kudos 5 Grantmaking Fall 2025 Product Update Briefing Feedback bbcon 2025 Attendee Badge

    @Beth Broomall - Hi Beth. I am not sure if you are still looking for a progress report. If so, I can email you the report we provide our grantees for grant reporting.

  • Katherine Pipoly
    Katherine Pipoly
    Second Anniversary Name Dropper Facilitator 1

    @Angela Hunter Do you mind sending that to me as well? We are trying to utilize all of the Blackboud features and are in exploration mode at the moment. Any resources would be greatly appreciated.

    Kat

  • Angela Finley Hunter
    Angela Finley Hunter Community All-Star
    Fifth Anniversary Kudos 5 Grantmaking Fall 2025 Product Update Briefing Feedback bbcon 2025 Attendee Badge

    @Katherine Pipoly Of course. I just emailed it to you.

  • Beth Broomall
    Beth Broomall
    Tenth Anniversary Kudos 3 Name Dropper Participant

    @Angela Hunter please share your progress report. Thank you so much!

    Beth

  • Beth Broomall
    Beth Broomall
    Tenth Anniversary Kudos 3 Name Dropper Participant

    @Angela Hunter I am always looking for ideas. I really need this report for grantees that we have a long standing relationship with.

  • Monica Jordan
    Monica Jordan
    Kudos 2 Grantmaking Fall 2025 Product Update Briefing Feedback Name Dropper Participant

    @Beth Broomall I have our Interim Report Template posted online as we are just in the process of moving to Grantmaking. We fund community-based projects or initiatives that can occur within 12 months. Our process is to distribute the grant in 2 payments: the first payment equals 70% of the total approved grant, and upon receipt of the interim report and finance update, we will process the 2nd payment, if the recipient still needs it. Here's a link to the report template. I will build these questions in Grantmaking as a requirement for future rounds of funding, but happy to share with you in the meantime. Hope this helps! :)

  • Audrey Kidwell
    Audrey Kidwell Community All-Star
    Third Anniversary Kudos 2 Name Dropper Participant

    @Beth Broomall- Here is a copy of our progress report. We tried to keep it really simple. This word document is built into BBGM as a requirement. We use this document to send to grantee partners before the report is due. Some fields (i.e. activities) pulls from the application to populate the document before sending. It helps them to remember what was on their application.

    Happy to answer any more questions.
    2023_ Progress Report Template.docx

  • Beth Broomall
    Beth Broomall
    Tenth Anniversary Kudos 3 Name Dropper Participant

    @Audrey Kidwell this is exactly what I was looking for. We have a final report that is extensive, but I just need to know where they are in their use of the grant.

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