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Site visits: A useful tool for effective and engaged grantmakers

For some families, the site visit is the penultimate act before a grantmaking decision is made. They narrow down the number of grantees to a few that have made the greatest impression, or seem like the best fit for their mission, and use the site visit as a final criterion. Site visits can also help families to evaluate how well a grant already awarded is working in accomplishing the philanthropy’s goals. Visiting grantees, in an open and un-intimidating manner, can help you gauge the impact your grant is having on a given issue or organization, and to maintain ties to Read more





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The Truth About Site Visits

Site visits are a single but critical step in most agencies’ attempts to secure funding and implement programming. As with every step in that process “” from grantwriting to hiring employees “” preparation and planning are key to improving an agency’s chances for success in obtaining a grant. Most funders say there’s nothing in particular a nonprofit can do to guarantee that a site visit results in funding “” the people doing the site visit often only make recommendations about particular programs, while others decide who ultimately receives funding. But grantmaking employees interviewed for this article offered several rules of Read more





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Donor Decision Tool: How to Research a Nonprofit

What is the best way to research, or perform due diligence on, a nonprofit organization you’re considering funding? The answer to that question depends on a number of factors, including how much you already know about the organization, the size of your grant, and its importance to the nonprofit, among other things. You will want to balance the extent of your effort with respect for the busy leaders of these organizations. To get started, just answer the questions you’ll find in this tool. We’ll recommend a tailored research plan based on your responses. Includes: Due Diligence guide Site Visit guide Read more