Grant Management and Reporting Class

Length: 3 hours, Price: $95

To see available dates/times, use the “Choose a Session” drop down box below.

Once a non-profit organization is awarded funding, it is generally required to meet certain reporting requirements – procedures that grant recipients must follow to ensure that the grant funding is used correctly.  Grant Management and Reporting generally entails two interconnected types of management reporting: Narrative Reports and Budget-based Reporting.


General Best Practices:

Project Based Reporting, General Operating Expense Reporting, Setting Goals/Objectives to manage and evaluate Projects and Operating Expenses

Best Practices by Grant Source:
1. Federal Grant Reporting (including special issues with reimbursement-only grants)
2. State and Local Grant Reporting, including city/county reporting
3. Private Grant Reporting (including Community Foundations, Corporate/Company Foundations and Family Foundations)

Effective Narrative Strategies:
outlining your narrative, matching form to function, providing documentation


Essential Terms:

Non-Profit Specific Financial Terms, Balance Sheet/Statement of Financial Position, Statement of Activities/Revenue Statement, Statement of Cash Flows, Chart of Accounts, Form 990

The Non-Profit Bookkeeping Process:
1. Transactions
2. Journal
3. Ledger (including the Chart of Accounts)
4, Reports – General Reports (Financial, Managerial and Tax), Donor-based Reports

Managerial Reports:
1. Budget (and its relationship to the Chart of Accounts)
2. Costing and other Pricing Strategies
3. Breakeven Analysis
4. Performance Evaluation

The Budgeting Process:
1. Developing a Master Budget
2. Strategic Planning vs. Operational Budgeting
3. Benchmarking
4. Avoiding “Budgetary Slack”


Participants will receive a certificate of completion.  All sessions of this class are currently virtual.  Participation is easy; all you need is an internet connection.  We have morning, afternoon and evening classes available. Please see the drop down menu in the section below to find available classes.


Classes are listed using Eastern Time:

    If you do not receive a confirmation email after registering, please contact us at [email protected].