This is the “closing the loop” document. It’s what the Chairperson eventually takes back to the Board to prove that the money they recommended was spent well. It turns stories into data.
Here is a clean, one-page Final Impact Report for the grantees to complete.
🏆 Final Impact Report: Jackie Kallen Foundation
Grantee Name: ___________________________
Project Title: ____________________________
Grant Amount Received: $_________________
Reporting Period: [Start Date] to [End Date]
1. The “Win” Column (Executive Summary)
In 3–5 sentences, describe the primary success of this project. What was the “knockout” moment where you saw the most change?
[Space for Grantee Response]
2. Impact Metrics
The Advisory Board uses these numbers to measure the reach of the Foundation’s philanthropy.
- Total Number of Individuals Directly Served: ________
- Geographic Area Impacted: ________________________
- Key Milestone Achieved: __________________________
- How were the funds primarily spent? (e.g., Equipment, Tuition, Travel, Mentorship)
3. Qualitative Success (The Human Element)
Please share one specific success story or testimonial from someone who benefited from this grant.
(Note: The Jackie Kallen Foundation may use this story in our annual highlights or social media.)
[Space for Story/Testimonial]
4. Financial Reconciliation
| Budget Category | Amount Allocated | Amount Spent | Variance (+/-) |
|---|---|---|---|
| Project Expenses | $ | $ | $ |
| Administrative | $ | $ | $ |
| Other | $ | $ | $ |
| TOTAL | $ | $ | $ |
5. Looking Forward
What is the next step for this project? How will the momentum from this grant continue?
[Space for Grantee Response]
6. Media & Attachments
Please attach 2–3 high-resolution photos of the project in action or a short (30-second) video clip of the impact.
Submitted By: ___________________________
Title: __________________________________
Date: ___________________________________
The Chairperson’s “Victory Lap”
Once the Chairperson collects these reports, they can create a “Year in Review” presentation for the Board. It’s the ultimate way to show that the foundation isn’t just giving money away—it’s building a legacy.