FINAL REPORT
FOR GRANT RECPIENTS
Purpose: The Nanaimo Foundation wants to know how the funding you received has assisted your organization. We would also like to share your stories of success with our donors and the public through our website and other forms of publication.
Preparation: Please refer back to your original grant application and agreement to ensure you have met all required conditions. Please use the template below to submit your Final Report within two months of the end of your project.
Components: Please complete this form electronically. Save the report as a Word document and submit it electronically to: . Please attach sample files or scan any attachment(s), (e.g. your publications using our logo, budget reconciliation sheet, photos) if pertinent.
CONTACT INFORMATION:Please refer to your original grant confirmation letter for the following details.
Organization Name: ______
Project Name: ______
Grant Application #: ______Org. #:______
Person preparing this report: ______Today’s Date: ______
Title: ______Email: ______
Daytime Phone #: ______
Name of another signing authority (Executive Director/Board Chair) who acknowledges approval of this report: ______
Daytime Phone #: ______Email: ______
FINANCIAL SUMMARY
Total value of grant approved from the Nanaimo Foundation: $
Amount spent to date: $______(you must have spent all the first payment to be considered eligible to file a Final Report)
Holdback pending approval of this report (if grant approved was over $10,000): $______
Budget Reconciliation:Attach budget reconciliation page, or insert budget chart here.
We require a detailed budget reconciliation. Please ensure your financial report shows how you specifically used the grant from the Nanaimo Foundation. The originally submitted budget should be directly compared to the actual amount spent on the project and explanations for any variances should be provided. Please note that you may be asked to provide invoices to support your expenditures as Canada Revenue Agency expects the Nanaimo Foundation to attest that our funds are being used for charitable purposes by our grant recipients.
LEVERAGING
Did our grant contribute to other funding support? We realize our funding is often only a part of the larger picture, and we often encourage applicants to collaborate with other potential partners.
Our donors appreciate knowing about the effect of their donations in helping to secure other contributors. What other sources contributed? (e.g. government, corporate, foundations, private):
Nanaimo Foundation / $ / Other Corporations / $$ / Municipal Government / $
$ / Provincial Government / $
$ / Federal Government / $
$ / Self-Generated / $
$ / Other / $
$ / Individual (please do not provide name of donor to protect their anonymity) / $
If Other, please provide name of source: ______
PROJECT SUMMARY
Look back at the summary that you provided on your original application. Please summarize the most important results of this grant in 100 words or less:
TELL THE STORY
We want to know how our grants are making a difference to the people who live in our community. Please describe the impact or difference to at least one person in a testimonial story. It may have been a participant, a staff member or a volunteer. Please describe briefly what happened to a beneficiary of this grant: who, when, the situation before the grant (context), what happened, and the impact observed or a testimonial from the person. If possible please attach a photo, along with the photo release form. Where anonymity is required please use pseudonyms for individuals.
Impact story in 100 words or less:
To help the public search for examples of local charitable projects they could support, and to showcase initiatives that are making an impact, please help us categorize your project in these three demographic subject areas:
a) The geographic areasaffected by your project include(place an X beside all that apply):
Ladysmith / Central NanaimoCedar / North Nanaimo
South Nanaimo / Lantzville
Gabriola Island
Other: (please specifycommunities where possible) ______
LESSONS LEARNED
Beyond the short summary above, we’re interested in learning about your project. We use this section to track trends and connect resources and people to gaps we see or strengths we learn about in various projects.
a)Did you meet your objectives as stated in your application? Yes _____ or No______
b)If not, please briefly describe the key challenges, and how you adjusted your project.
(maximum 250 words)
c)Describe any unanticipated benefits to your organization or to participants, beyond the original goals or planned activities. (maximum 250 words)
d)Looking back, what would you have done differently?(good and bad)
IMPACT
Numbers tell a story too. Please review your project plan chart from your original application form, and compare the results of your project in the areas you listed. Feel free to add other pertinent statistics we can share with our donors and the public:
Estimate the number of participants involved in your project, broken down by participant group (place the # of participants beside all that apply):
Children / Seniors / ImmigrantsYouth / Aboriginal & First Nations / Unemployed
Adults / People with Disabilities / Animals
a)Estimate the number of volunteers involved:
b)The number of products created
(list type):
c)The number of items offered to clients
(e.g. sessions, meals served, bursaries)
If able, please quantify your results in other ways (e.g. pre- and post- Project comparison to show percentage improvement in public awareness, attendance)
PROMOTION
Please attach photos taken that convey the impact of your project (up to 5) and a link to a video posted on-line (website, YouTube, Shaw TV or CHEK features, Vimeo). Please provide relevant Photo and Video Release forms if you wish us to use these materials to showcase your project.
We would appreciate seeing samples of material that show how you have shared the news about the impact of this activity with others in your sector or the public, such as a press releases or news items, brochures, newsletters, or flyers.
Click here to download our logo if you wish to list us as a donor to your organization. For information on promoting your work, call us at 250.714.0047or email .
Please list other organizations with whom you shared results of this project:
SUSTAINABILITY PLANS
Projects that are featured on the Community Knowledge Centre will have a section in their profile to talk about on-going needs. We also appreciate learning about your plans for this great project!
a)What are your next steps and plans for continuing or changing this program/project?
b)Do you still have ongoing needs pertaining to this granting activity?
Yes____ or No_____ it is complete.
c)If Yes in question b, please provide an estimate of the costs you will have to cover to be able to continue or sustain this project into the next year:
$ / Equipment / $ / Rent$ / I.T. / $ / Staff Time
$ / Recruiting Participants / $ / Volunteer supervision/recruitment
$ / Materials / $ / Community Outreach
$ / Engaging Partners / $ / Promotion
$ / Consultant for: (Please specify) / $ / Transportation
Thank you!
Final Report Checklist:
Have you:
Completed all questions on the Final Report?Inserted or attached project budget reconciliation?
Attached photos and/or video clip(s) and ensured that all necessary releases are signed and on file
Inserted or attached samples of materials that show how you have shared the news about the impact of your project, e.g. press or news items, brochures, newsletters, website URL, flyers?