Background
A non-profit organization providing grant application training requested a sample bank statement to help their clients better understand financial documentation required in grant applications. The sample was intended to illustrate how financial health and expenses should be presented for funding applications.
Challenge
The challenge was to create a sample that accurately reflected a typical non-profit’s financial activities, including donations, grants, and operational expenses. It needed to be structured to teach clients about transparent record-keeping and responsible financial reporting.
Solution
Our team created a customized template featuring non-profit-specific transactions, such as donations received, grants allocated, and monthly operational expenses. We ensured the sample reflected transparency and accountability, with annotations that highlighted key areas for grant reporting. The document was clearly labeled for educational use, guiding clients on best practices for lawful and ethical documentation.
Outcome
The non-profit reported that the sample bank statement was highly beneficial in training sessions, helping clients gain confidence in preparing their financial documentation for grant applications. Participants found the template helpful for understanding the level of detail and accuracy required, and the organization commended us for creating a clear, instructive sample that enhanced the training’s impact.
