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Financial management 
for NGOs 
Successful grant management 
... or how to keep your donors happy 
www.mango.org.uk
www.mango.org.uk 
Successful grant 
management is all about 
getting organised
www.mango.org.uk 
There are 4 key phases in the 
Grant Management 
Cycle
Take a moment to write down 
www.mango.org.uk 
what you think are the 
4 phases of grant 
management... 
Go on 
when 
read...
1. Contract Review
1. Contract Review 
 Assess the terms & conditions 
BEFORE you sign the contact: 
 Are the rules reasonable? 
 Can you ...
1. Contract Review 
2. Implementation
1. Contract Review 
2. Implementation 
 Set up or adapt systems to 
manage funds as per contract, 
eg: 
 Accounting & co...
1. Contract Review 
2. Implementation 
3. Reporting & monitoring
1. Contract Review 
2. Implementation 
3. Reporting & monitoring 
 Account for and report on project progress: 
 Maintai...
1. Contract Review 
2. Implementation 
3. Reporting & monitoring 
4. Closing off 
the grant
1. Contract Review 
 Tie up the loose ends: 
2. Implementation 
 Use up budget within agreed timeframe 
 Finalise accou...
1. Contract Review 
2. Implementation 
3. Reporting 
& monitoring 
4. Closing off 
the grant
1. Contract Review 
2. Implementation 
Get properly organised around each of 
3. Reporting 
these 4 key stages of grant ma...
Top tips on how 
to keep your 
donors happy 
www.mango.org.uk
www.mango.org.uk 
1. Build trust 
 Maintain regular communication with 
the donor contact person 
 Meet reporting deadli...
www.mango.org.uk 
2. Meet project 
targets 
 Deliver project activities as 
described in the proposal 
 Implement the pr...
www.mango.org.uk 
3. Respect 
contract dates 
 Don’t spend money before or 
after the agree contract dates 
 Make sure i...
www.mango.org.uk 
4. Write good 
reports 
 Prepare accurate and complete 
financial reports 
 Explain variations from bu...
www.mango.org.uk 
5. Keep grant files 
 Keep a file with grant contracts 
and correspondence 
 Get everything in writing...
www.mango.org.uk 
6. Avoid surprises! 
 Keep donors informed if targets or 
deadlines will be missed 
 It is often possi...
www.mango.org.uk 
Find out more about grant 
management for NGOs on 
Mango’s FREE online Guide to 
financial management
www.mango.org.uk 
Want to learn more? 
Join us on one of our 
practical and fun 
courses 
http://www.mango.org.uk/training...
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Mango: Successful grant management for NGOs

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Tips and advice from Mango on how to successfully manage donor funds in NGOs

Published in: Government & Nonprofit

Mango: Successful grant management for NGOs

  1. 1. Financial management for NGOs Successful grant management ... or how to keep your donors happy www.mango.org.uk
  2. 2. www.mango.org.uk Successful grant management is all about getting organised
  3. 3. www.mango.org.uk There are 4 key phases in the Grant Management Cycle
  4. 4. Take a moment to write down www.mango.org.uk what you think are the 4 phases of grant management... Go on when ready
  5. 5. 1. Contract Review
  6. 6. 1. Contract Review  Assess the terms & conditions BEFORE you sign the contact:  Are the rules reasonable?  Can you comply?  What is your legal liability?  What is negotiable?
  7. 7. 1. Contract Review 2. Implementation
  8. 8. 1. Contract Review 2. Implementation  Set up or adapt systems to manage funds as per contract, eg:  Accounting & coding structures  Procurement procedure  Donor reporting routines  Grant management meetings.
  9. 9. 1. Contract Review 2. Implementation 3. Reporting & monitoring
  10. 10. 1. Contract Review 2. Implementation 3. Reporting & monitoring  Account for and report on project progress:  Maintain project accounts  Provide financial and narrative donor reports  Request budget revisions  Keep donors informed of variations to the plan
  11. 11. 1. Contract Review 2. Implementation 3. Reporting & monitoring 4. Closing off the grant
  12. 12. 1. Contract Review  Tie up the loose ends: 2. Implementation  Use up budget within agreed timeframe  Finalise accounts and files for donor audit 3. Reporting  Prepare final finance and narrative reports & monitoring  ...Celebrate the success of the project! 4. Closing off the grant
  13. 13. 1. Contract Review 2. Implementation 3. Reporting & monitoring 4. Closing off the grant
  14. 14. 1. Contract Review 2. Implementation Get properly organised around each of 3. Reporting these 4 key stages of grant management & monitoring and you will already be on your way to successful grant management. 4. Closing off the grant
  15. 15. Top tips on how to keep your donors happy www.mango.org.uk
  16. 16. www.mango.org.uk 1. Build trust  Maintain regular communication with the donor contact person  Meet reporting deadlines  Follow the grant rules!
  17. 17. www.mango.org.uk 2. Meet project targets  Deliver project activities as described in the proposal  Implement the project within the agreed budget and timeframes
  18. 18. www.mango.org.uk 3. Respect contract dates  Don’t spend money before or after the agree contract dates  Make sure invoices and receipts are all dated within the contract dates
  19. 19. www.mango.org.uk 4. Write good reports  Prepare accurate and complete financial reports  Explain variations from budget  Be honest in the project report – share challenges as well as successes
  20. 20. www.mango.org.uk 5. Keep grant files  Keep a file with grant contracts and correspondence  Get everything in writing especially if negotiating a variation in the contract or budget
  21. 21. www.mango.org.uk 6. Avoid surprises!  Keep donors informed if targets or deadlines will be missed  It is often possible to negotiate for more time or money.
  22. 22. www.mango.org.uk Find out more about grant management for NGOs on Mango’s FREE online Guide to financial management
  23. 23. www.mango.org.uk Want to learn more? Join us on one of our practical and fun courses http://www.mango.org.uk/training training@mango.org.uk

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