Knowledge Centre

Give donors and regulators the confidence they require. 

NPO & Donor Reporting

1. What You Need to Know 

Donor confidence depends on timely, accurate, and comparable reports. 
CBAs align budgets, general ledger structures, and evidence trails with donor requirements, and prepare credible reports (often under ISRS 4400/ISAE 3000). 

2. Why It Matters to You 

Clear reporting keeps funding flowing. 
Meets grant conditions. 
Prevents claw-backs and penalties. 
Improves planning and stewardship. 
Builds long-term donor relationships. 

3. Frameworks, Standards, or References 

Match reports to donor rules and professional standards. 

  • Frameworks: Results-based budgeting, fund accounting, grant tracking. 

  • Standards: ISRS 4400 (factual findings), ISAE 3000 (non-financial assurance); DSD and other regulator rules. 

  • References: CIBA NPO reporting guides. 

  • What your accountant will actually do: Map chart of accounts to donor budgets, verify expenditure, prepare donor reports, provide assurance where required.  

4. How to Apply  

Build reporting into the grant from day one. 

  1. Capture donor terms and reporting templates. 

  2. Align budgeting and GL setup. 

  3. Collect evidence monthly. 

  4. Prepare reports and obtain assurance where needed. 

  5. Close out grants with lessons learned.  

 

5. Common Mistakes to Avoid 

Small process gaps lead to big funding risks. 

  • Mixing donor and core funds. 

  • Weak documentation. 

  • Late submissions. 

  • Changing budgets without approvals

9. Need Help? 

Still stuck? We’re here to help. 

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