IVAR shares aligning reporting principals

‘Funder-led. Bureaucratic. Time-consuming. Misunderstood.’ All words that have been used to describe UK grant reporting – the process (or processes) by which charities report their progress to funders.

Acknowledging that this is a significant issue for charities, IVAR (Institute of Voluntary Action Research) conducted two workshops with a group of funders and funded organisations to explore if this process could be made easier for charities and evolve into a mutually beneficial experience.

The group developed a set of reporting principals which are useful for trusts and foundations of all sizes to consider when they are thinking about what they ask their grant-holders to provide after they have received funding.

1. Funders explain why they have awarded a grant.
2. Funders and funded organisations are clear about what grant reporting will look like.
3. Funders are clear about the type of relationship they would like to have with the organisations they fund.
4. Funders only ask for information they need and use, and question whether they need bespoke reporting.
5. Funders give feedback on any grant reporting they receive, and share their thoughts on the progress of the work.
6. Funders describe what they do with the information they obtain from funded organisations.

IVAR is an independent charity that works closely with people and organisations striving for social change. From the very small that directly support the most vulnerable in their local communities, to those that work nationally – across the voluntary, public and funding sectors. IVAR uses research to develop practical responses to the challenges faced and create opportunities for people to learn from our findings.

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