Sample Document
Traditional Grantmaking Process Flow Chart
This flow chart for traditional grantmaking (Major Grants) is courtesy of the Allegany Franciscan Ministries. Read More
Resources
Results for: Type: “All Audiences”
Sample Document
Sample Document
Grant Dashboards
This sample includes background information and 3 dashboards courtesy of the CME Group Foundation. Read More
Sample Document
Site Visit Reports
Use these forms to record your observations during a site visit. Read More
Sample Document
Next Generation Retreat Agenda
Download a sample agenda and email announcement for a meeting of your next generation. Read More
Sample Document
Letter of Inquiry Review Form
Download a form to help you evaluate an organization’s letter of inquiry. Read More
Spotlight Report
How Lean Funders Evaluate
Their Work
To highlight the current state of lean funder evaluation, this report provides an overview of the evaluation methods funders use most often, what they find most useful, how those techniques play out in practice, and how funders use evaluation information to support their work. This report expands on data presented in Exponent Philanthropy’s 2020 Foundation... Read More