Grant tracking calendar
=======================

Grant tracking calendar: [ORGANIZATION NAME], [YEAR]

Last updated: [DATE] by [NAME]

Part 1: Pipeline

Stages: Researching, Letter of inquiry sent, Invited to apply, Applied, Awarded, Declined, Not a fit.

| Funder | Program or fund | Stage | Amount | Next step | Next date | Owner | Notes and source of dates |
|---|---|---|---|---|---|---|---|
| [FUNDER NAME] | [PROGRAM] | [STAGE] | $[AMOUNT] | [FOR EXAMPLE: SUBMIT LETTER OF INQUIRY] | [DATE] | [NAME] | [FOR EXAMPLE: DEADLINE FROM FUNDER'S WEBSITE, CHECKED ON DATE] |
| [FUNDER NAME] | [PROGRAM] | [STAGE] | $[AMOUNT] | [NEXT STEP] | [DATE] | [NAME] | [NOTES] |
| [FUNDER NAME] | [PROGRAM] | [STAGE] | $[AMOUNT] | [NEXT STEP] | [DATE] | [NAME] | [NOTES] |

Part 2: Active grants

| Funder | Grant period | Restricted to | Interim report due | Final report due | Renewal or reapply date | Owner | Records kept until |
|---|---|---|---|---|---|---|---|
| [FUNDER NAME] | [START] to [END] | [PURPOSE, OR "GENERAL SUPPORT"] | [DATE] | [DATE] | [DATE] | [NAME] | [DATE] |
| [FUNDER NAME] | [START] to [END] | [PURPOSE] | [DATE] | [DATE] | [DATE] | [NAME] | [DATE] |

Part 3: Month by month

| Month | Applications and letters due | Reports due | Other dates (renewals, site visits, board approvals) |
|---|---|---|---|
| January | [FUNDER, ITEM, DATE] | [FUNDER, REPORT, DATE] | [FOR EXAMPLE: SAM.GOV RENEWAL] |
| February | | | |
| March | | | |
| April | | | |
| May | | | |
| June | | | |
| July | | | |
| August | | | |
| September | | | |
| October | | | |
| November | | | |
| December | | | |

Part 4: Standing dates

| Item | Date | Owner |
|---|---|---|
| SAM.gov registration renewal (federal applicants) | [DATE] | [NAME] |
| Form 990 or 990-N filing (funders often ask for the latest) | [DATE] | [NAME] |
| Audit or financial review complete (if funders require one) | [DATE] | [NAME] |
| Board approves budget (funders often ask for the current budget) | [DATE] | [NAME] |
| Update standard attachments: IRS determination letter, board list, budget, financial statements | [DATE] | [NAME] |

Part 5: Year in review

Fill this in once a year.

- Applications submitted: [NUMBER]
- Awarded: [NUMBER], total $[AMOUNT]
- Declined: [NUMBER]. Feedback received: [NOTES]
- Reports submitted on time: [NUMBER OF NUMBER]
- Funders to approach next year: [NAMES]