Five Steps to Conducting Effective Site Visits

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For small foundations and large foundations alike, conducting site visits often is an important step in deciding whether to fund a nonprofit. Being comfortable scheduling and conducting a site visit is an important skill.

“There is no ‘perfect’ way to do a site visit,” says Exponent Philanthropy member Kathleen Odne, executive director of the Dean & Margaret Lesher Foundation. “But some elements maximize the experience.”

Full article includes sample documents.

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