Grantee Reporting

Outcomes measurement informs our decisions and consultative approach to grantmaking.

Grant Reporting Requirements

A key component of our grant program is understanding the effectiveness of the initiatives our grants help to fund. To this end, we request that grantees submit a full Post-Grant Report after receiving funding, typically one year after receiving an award. A Progress Report may also be required and should be submitted through the grantee portal.

Progress and Post-Grant Reports

A full Post-Grant Report should include the following:

Director's Comment

A short, candid assessment from the Executive Director of the organization on the strategic impact of the grant and qualitative results of the project completed. Information on lessons learned, including unexpected outcomes or insights, is especially helpful to our process.

Post-Grant Summary Form

This form asks you to outline the quantitative results of the grant against the goals stated in your original Proposal.

Supporting Documentation

An itemized comparison of the actual project costs vs. original budget
Most recent audited financial statements

Submission Instructions

If you’re logging in for the first time

To activate your account, go to http://fidelityfoundations.my.site.com/s/login and click "Forgot your password?" Then enter your email as your username to reset your password.
To log into the site, go to the website and enter your username and password.

If you’ve already set up your account

To log into the site, go to the website and enter your username and password.

If you have questions about our portal, please email SalesforceGM@fidelityfoundation.org. There is a Grantee Resource Folder in the Grantee Portal that includes tools and resources, including a User Guide for the Portal.