All grantees of The Ian Potter Foundation are required to submit a budget report which confirms that the funds granted were used for the intended purpose.  Download the Budget template to preview what is required.

For multiple-year grants from the Foundation, a progress report is due at the end of each year of the grant period. The reporting schedule is detailed in the Standard Grant Conditions (conditions 8 and 9). All grant recipients (grantees) must satisfactorily acquit their grant when the grant period ends by completing:

1. a financial acquittal signed and dated by the organisation's CEO or CFO, and
2. a final report.

Reporting information is used for our internal assessment and review, and also to:

• ensure the financial accountability of both the Foundation and the grant recipient 
• identify any important learnings or models from the project
• disseminate experiences and outcomes to others when appropriate, for example, as a case study or news story on our website or in our annual grants report 
• inform the Foundation's future grantmaking decisions.

Grant recipients must inform the Foundation of any delays or changes to the completion of the project.

How to submit

Progress and Final reports must be completed via the Grantee Portal. We will prompt you by email to complete and submit the report approximately one month prior to its due date.

Progress reports are typically submitted prior to payment of an instalment or full grant amount. You may refer to the report at any time via the Grantee Portal. 

We are currently in the process of activating our existing grantees in the new GivingData system. You will receive details on how to access the new system in time for you to meet scheduled reports or payments. Here is a brief overview of How to Activate Your GivingData account for the first time.

Please contact us if you have any questions about reporting, or logging into the online system, and quote the Foundation's grant reference number in the email subject line.