ADMINISTRATION

COMMUNICATIONS/
DISCLOSURE

EVALUATION

FINANCE

GOVERNANCE

GRANTMAKING

- Due Diligence

- Expenditure
  Responsibility

- Grant Application

- Grant Reporting

- Grants Management

- Grants to Individuals

- Guidelines &
  Proposal Review

- International
  Grantmaking

- Relationships With
  Grantees

- Site Visits

- Other Grantmaking
  Legal Issues

HUMAN RESOURCES/
PERSONNEL

MISSION &
STRATEGY

PUBLIC POLICY

GENERAL
ACCOUNTABILITY &
COMPLIANCE
RESOURCES

• Conducting Site Visits and Interviews
  Council on Foundations
  Practical tips on the right — and wrong — questions to ask during a site visit in order to gather the information you need to make effective decisions.

• Developing a Site Visit Program
  Council on Foundations, 2003
  Basic guidance for foundations on how to develop a site visit program.

• Managing Grantseeker Expectations: Site Visits
  GrantCraft, 2004
  Advice for grantmakers on how to manage grantseekers’ expectations during site visits.

• Successful Interviews With Grantees
  Council on Foundations, 2002
  Practical tips for conducting successful grantee interviews during a site visit.

Samples

• Site Visit Checklist: Generic Sample
  Council on Foundations

• Site Visit Evaluation: Generic Sample
  Council on Foundations

• Site Visit Form: Perrin Family Foundation
  Council on Foundations

• Site Visit Review Questions: Generic Sample
  Council on Foundations

• Site Visit Summary Form: Kronkosky Charitable Foundation
  Council on Foundations

• Site Visit Worksheet: Generic Sample
  Council on Foundations, 2002

Questions, Comments or Suggestions? Please Contact Us.