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Course AF-070

Grant and Donor Fund Financial Management

Non-profit organisations, research institutions and public bodies that receive grants must manage funds according to det... The outline covers The Grant Lifecycle and Donor Requirements, Grant Budgeting and Cost Recovery...

  • 5 daysClassroom or online
  • 49Upcoming dates
  • 12Cities
  • €1,825Fees from

Choose your format and date

  • 5 days
  • 09:00–14:00
  • Certificate of attendance

Classroom sessions

  1. 7–11 Dec 2026

    Barcelona

    Next date
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  2. 14–18 Dec 2026

    Frankfurt

    €2,175 + VAT
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  3. 21–25 Dec 2026

    London

    €2,915 + VAT
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  4. 4–8 Jan 2027

    London

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  5. 11–15 Jan 2027

    Barcelona

    €2,275 + VAT
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  6. 18–22 Jan 2027

    Frankfurt

    €2,175 + VAT
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  7. 25–29 Jan 2027

    Dubai

    €2,845 + VAT
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  8. 1–5 Feb 2027

    Geneva

    €3,315 + VAT
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  9. 8–12 Feb 2027

    London

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  10. 15–19 Feb 2027

    Barcelona

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  11. 22–26 Feb 2027

    Frankfurt

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  12. 1–5 Mar 2027

    Frankfurt

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  13. 8–12 Mar 2027

    Istanbul

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  14. 15–19 Mar 2027

    London

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  15. 22–26 Mar 2027

    Barcelona

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  16. 5–9 Apr 2027

    Barcelona

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  17. 12–16 Apr 2027

    Frankfurt

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  18. 19–23 Apr 2027

    Kuala Lumpur

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  19. 26–30 Apr 2027

    London

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  20. 3–7 May 2027

    London

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  21. 10–14 May 2027

    Barcelona

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  22. 17–21 May 2027

    Frankfurt

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  23. 24–28 May 2027

    Madrid

    €3,400 + VAT
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  24. 7–11 Jun 2027

    Barcelona

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  25. 14–18 Jun 2027

    Frankfurt

    €2,175 + VAT
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  26. 21–25 Jun 2027

    London

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  27. 5–9 Jul 2027

    Frankfurt

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  28. 12–16 Jul 2027

    Paris

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  29. 19–23 Jul 2027

    London

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  30. 26–30 Jul 2027

    Barcelona

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  31. 2–6 Aug 2027

    Barcelona

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  32. 9–13 Aug 2027

    Frankfurt

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  33. 16–20 Aug 2027

    Rome

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  34. 23–27 Aug 2027

    London

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  35. 6–10 Sep 2027

    Barcelona

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  36. 13–17 Sep 2027

    Frankfurt

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  37. 20–24 Sep 2027

    London

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  38. 4–8 Oct 2027

    Amsterdam

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  39. 11–15 Oct 2027

    London

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  40. 18–22 Oct 2027

    Barcelona

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  41. 25–29 Oct 2027

    Frankfurt

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  42. 1–5 Nov 2027

    Frankfurt

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  43. 8–12 Nov 2027

    Cape Town

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  44. 15–19 Nov 2027

    London

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  45. 22–26 Nov 2027

    Barcelona

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  46. 6–10 Dec 2027

    Barcelona

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  47. 13–17 Dec 2027

    Frankfurt

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  48. 20–24 Dec 2027

    Dubai

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  49. 27–31 Dec 2027

    London

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Online / Live sessions

  1. 7–11 Dec 2026

    Live virtual classroom

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  2. 14–18 Dec 2026

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  3. 21–25 Dec 2026

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  4. 4–8 Jan 2027

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  5. 11–15 Jan 2027

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  6. 18–22 Jan 2027

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  7. 25–29 Jan 2027

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  8. 1–5 Feb 2027

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  9. 8–12 Feb 2027

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  10. 15–19 Feb 2027

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  11. 22–26 Feb 2027

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  12. 1–5 Mar 2027

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  13. 8–12 Mar 2027

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  14. 15–19 Mar 2027

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  15. 22–26 Mar 2027

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  16. 5–9 Apr 2027

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  17. 12–16 Apr 2027

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  18. 19–23 Apr 2027

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  19. 26–30 Apr 2027

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  20. 3–7 May 2027

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  21. 10–14 May 2027

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  22. 17–21 May 2027

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  23. 24–28 May 2027

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  24. 7–11 Jun 2027

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  25. 14–18 Jun 2027

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  26. 21–25 Jun 2027

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  27. 5–9 Jul 2027

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  28. 12–16 Jul 2027

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  29. 19–23 Jul 2027

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  30. 26–30 Jul 2027

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  31. 2–6 Aug 2027

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  32. 9–13 Aug 2027

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  33. 16–20 Aug 2027

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  34. 23–27 Aug 2027

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  35. 6–10 Sep 2027

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  36. 13–17 Sep 2027

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  37. 20–24 Sep 2027

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  38. 4–8 Oct 2027

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  39. 11–15 Oct 2027

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  40. 18–22 Oct 2027

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  41. 25–29 Oct 2027

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  42. 1–5 Nov 2027

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  43. 8–12 Nov 2027

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  44. 15–19 Nov 2027

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  45. 22–26 Nov 2027

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  46. 6–10 Dec 2027

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  47. 13–17 Dec 2027

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  48. 20–24 Dec 2027

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  49. 27–31 Dec 2027

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Introduction

Course overview

Non-profit organisations, research institutions and public bodies that receive grants must manage funds according to detailed donor rules. Ineligible costs, weak documentation, poor budget tracking or late reports can lead to disallowed expenditure, repayment demands and lost future funding.

This Grant and Donor Fund Financial Management training course gives participants the knowledge and tools to manage restricted funds with confidence across the full grant lifecycle. Participants learn how to prepare realistic grant budgets, set up fund accounting, apply cost eligibility and allocation rules, monitor spending against budgets and prepare accurate financial reports for donors.

The course also covers sub-grantee management, audit preparation, fraud prevention and the internal controls that build donor confidence and protect the organisation's reputation.

View full course outline

What you will achieve

Learning objectives

  • Explain the financial obligations attached to grants and restricted funds
  • Prepare grant budgets with clear cost categories, assumptions and cost recovery
  • Set up fund accounting and coding structures to track multiple grants
  • Apply eligibility, allowability and allocation rules to project costs
  • Monitor budget versus actual spending and manage budget revisions
  • Prepare accurate and timely donor financial reports
  • Manage financial risks with sub-grantees and implementing partners
  • Prepare for donor audits and maintain strong anti-fraud controls

Who should attend

Target audience

  • Finance managers and accountants in non-profit organisations
  • Grant and programme managers
  • Research finance and grants office staff
  • Public sector officers managing donor-funded projects
  • Compliance and internal audit professionals
  • Executive directors of non-governmental organisations
  • Partner organisation finance staff

Methodology

Learning approach

  • The course combines practical explanation with budgeting exercises, cost eligibility tests, reporting simulations and case studies of audit findings in donor-funded projects. Participants work with sample grant agreements and financial data to build skills that transfer directly to their own funding portfolios.

Complete course outline

Five focused days of learning and application

The timings provided are estimates and may vary depending on the number of participants and the discussions taking place during the sessions. They are indicative only and do not constitute a binding commitment.

Day 1

The Grant Lifecycle and Donor Requirements

  1. Types of Funding: Grants, cooperative agreements, contracts and restricted donations
  2. The Grant Lifecycle: Proposal, award, implementation, reporting and closure
  3. Reading the Grant Agreement: Financial clauses that matter most
  4. Donor Expectations: Accountability, transparency and value for money
  5. Coffee break
  6. Donor Expectations: Accountability, transparency and value for money (continued)
  7. Roles and Responsibilities: Finance, programme and leadership teams
  8. Common Compliance Failures and Their Consequences
  9. Case Study: Reviewing the financial terms of a multi-year grant

Day 2

Grant Budgeting and Cost Recovery

  1. Budget Structures: Personnel, activities, equipment, travel and indirect costs
  2. Building Budget Assumptions: Unit costs, quantities and inflation
  3. Indirect Cost Recovery: Rates, allocations and full cost recovery
  4. Coffee break
  5. Cost Sharing and Match Funding: Documentation requirements
  6. Budget Narratives: Justifying costs clearly
  7. Multi-Currency Budgets: Exchange rate risk and contingencies
  8. Practical Exercise: Preparing a grant budget and narrative

Day 3

Fund Accounting and Cost Management

  1. Fund Accounting Principles: Tracking restricted and unrestricted funds
  2. Chart of Accounts and Coding: Grant, activity and location dimensions
  3. Cost Eligibility: Allowable, reasonable and allocable costs
  4. Staff Time Allocation: Timesheets and payroll charging
  5. Coffee break
  6. Staff Time Allocation: Timesheets and payroll charging (continued)
  7. Shared Cost Allocation: Fair and documented methods
  8. Procurement Under Donor Rules: Thresholds and documentation
  9. Workshop: Testing a sample of expenses for eligibility

Day 4

Monitoring and Reporting

  1. Budget Monitoring: Burn rates, variance analysis and forecasts
  2. Budget Revisions and Donor Approvals: When they are required
  3. Preparing Financial Reports: Accuracy, reconciliation and narrative explanations
  4. Linking Financial and Programme Reporting: Consistency of results
  5. Coffee break
  6. Linking Financial and Programme Reporting: Consistency of results (continued)
  7. Cash Advances, Liquidations and Exchange Gains
  8. Grant Closeout: Final reports, asset disposal and record retention
  9. Practical Exercise: Preparing a quarterly donor financial report

Day 5

Partners, Audit and Controls

  1. Sub-Grant Management: Pre-award assessment, agreements and monitoring
  2. Partner Capacity Building: Supporting weaker financial systems
  3. Internal Controls for Grants: Authorisation, segregation and documentation
  4. Coffee break
  5. Fraud and Corruption Risks: Prevention, detection and reporting
  6. Donor Audits and Verifications: Preparation and response to findings
  7. Building a Grant Management Manual: Policies and procedures
  8. Action Plan: Strengthening grant financial management

Ready to book?

Grant and Donor Fund Financial Management

Next session: 7 - 11 December 2026, Barcelona

Course FAQs

Questions about this course

What participants and training managers usually ask before booking Grant and Donor Fund Financial Management. Can't find your answer?

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What does Grant and Donor Fund Financial Management (AF-070) cover?

This course covers Accounting and Finance through a structured five-day outline focused on practical application, discussion, and implementation planning.

When is the next available session?

The next scheduled session starts on 21 - 25 December 2026. See the course schedules section for the available dates and delivery formats.

Who should attend this course?

Finance managers and accountants in non-profit organisations, Grant and programme managers, Research finance and grants office staff

Is bilingual course delivery available?

Yes. All course materials and presentations are provided in English, while bilingual explanation and discussion support may be available depending on the selected location and trainer availability. For example, when attending a course in Istanbul, you may request a Turkish-speaking trainer to explain the English course content in Turkish. Arabic explanation support may also be requested at this location. Other languages are available in selected cities. You can choose your preferred language support as an optional preference during registration.

How can I register for a session?

Use any Register button next to the available course dates to open the participant registration page and submit your booking request for the selected session.

Is this course available online as well as classroom-based?

Check the course schedules section for currently published classroom and Online / Live sessions.

Where are classroom sessions delivered?

Current classroom venues include London, Barcelona, Frankfurt, Dubai, Geneva, Istanbul, Kuala lumpur, Madrid, Paris, Rome, Amsterdam, Cape Town.

How long is the training programme?

The programme runs for five days from 09:00 to 14:00, which gives 25 contact hours, including a daily 30-minute break (22.5 hours of instruction).