Narrative and Financial Report Instructions
Interim Reports: Interim Narrative and Financial Reports are required each year during a multi-year grant.
Final Reports: Final Narrative Reports are required for all grants. Final Financial Reports are required for all grants once all grant funds have been spent and all funded work has been completed.
Grantee Narrative and Financial Reports should be submitted online through our grantee portal.
Please complete and submit the Narrative Report (Interim or Final) online.
Please also complete a separate Financial Report for each grant report and upload as an attachment to the Interim or Final Narrative Report on the portal. For multi-year grants: you will use one Financial Report form for all reporting periods of a grant. (See Financial Report form below.)
Accessing the Portal
If you have an existing portal account connected to your organization, you have access to your organization’s grants and grantee reports. If you do not have a portal account and need access, or a different person at your organization needs access, create a portal account by clicking the Register button on the login page, and email firstname.lastname@example.org to request access to the organization’s grantee records. Emails sent to email@example.com will be reviewed by our Grants Administration team weekdays between the hours of 9:00 a.m. and 4:00 p.m.
The report contact for the grant will receive automated email reminders about upcoming or overdue reports. If the report contact for your grant changes, please notify us.
Reporting for LASIF Grantees
Grantees receiving support through the Los Angeles Scholars Investment Fund (LASIF) – a joint initiative of College Futures Foundation and the California Community Foundation – should submit grant reports via the LASIF grantee portal. If you are a LASIF grantee, you should have received separate grant reporting instructions.
If you have any questions about completing or submitting your grant reports, contact Cole, Program Assistant, at firstname.lastname@example.org or or (415) 287-1807.