Grant Evaluation, Proposal Review and Site Visits

About this collection: Family foundations are in business to make a difference. This NCFP Content Collection focuses on techniques available for assessing and evaluating the results of your giving, as well as tips, strategies, and sample policies regarding grant evaluation and site visits.

Family foundations are in business to make a difference. This NCFP Content Collection focuses on techniques available for assessing and evaluating the results of your giving, as well as tips, strategies, and sample policies regarding grant evaluation and site visits.

Grant Evaluation

The power of taking stock: 5 reasons to conduct evaluations

Article
Knowledge is power, as the saying goes, but I am not sure many foundations fully believe that. In the course of working with foundations across the country, I have made a somewhat surprising discovery: Many foundations grossly underestimate the importance of evaluating impact. This is unfortunate, because evaluation is both…

The Step-by-Step Guide to Evaluation

Report
The evaluation profession is multi-faceted and can be characterized partly by its theoretical debates, ethical considerations and proprietary interests. What is evaluation and how can it help your organization? This handbook is designed to demystify evaluation and help you get the most out of evaluation for your organization.

Impact and Outcomes: from Jargon to Meaning

Article
Ending homelessness. Improving school readiness. Preserving wildlife habitat. Impact statements can inspire and bring together partners, staff and funders around common, long-term goals that deserve focused efforts and resources.

Hiring an External Evaluator

Tool
Many organizations are reluctant to engage evaluation consultants. This guide can help demystify the process of hiring and partnering with an evaluator – so you can measure what matters.

Strategy and Evaluation: The Twin Engines of Effective Philanthropy

Article
This essay provides a fast-paced tour of grantmaker approaches, launching with the advent of long-range planning in the 1980s and visiting scenario planning, social return on investment, human-centered design, big data, and other developments that have influenced practice. The author lands on strategy and evaluation as the anchor approaches that…

Proposal Review

Best Practices for Assessing an Organization’s Wellness

Blog Post
The purpose of this guide is to provide tools to assess the general wellness and well-being of organizations that your foundation funds or seeks to fund. This guide considers financial well-being as well as other factors, such as mission alignment and outcome measurement. Although the guide focuses on financial-related information, we…

Conducting Site Visits

Site Visit Rubric (Dodge Foundation)

Sample
A self-assessment tool used by the board of the Geraldine R. Dodge Foundation to explore the goals, practices, and outcomes of site visits with the foundation's grantees.

How should our family foundation think about the use of site visits?

Article
The decision of whether and how to conduct site visits for some or all of your grantees is worth considering carefully. Initial questions to help frame your use of site visits include: Do we have specific goals for conducting site visits? Do we have the capacity to conduct site visits,…

Site Visits: a Tool for Effective and Engaged Donors

Article
Writing a check to a nonprofit is not in and of itself a particularly satisfying activity and it is only one step in getting the job done. There is no greater satisfaction than having some involvement with the organization you are helping to fund. Site visits accomplish this. Nothing beats…

Additional Sample Forms and Policies