Grant Evaluation, Proposal Review 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

Measuring What Counts: Meaningful Evaluation for Family Foundations

Passages Issue Briefs

The power of taking stock: 5 reasons to conduct evaluations

Article

The Step-by-Step Guide to Evaluation

Report

Establishing Grantmaking Interests and Priorities

Book Chapter

Impact and Outcomes: from Jargon to Meaning

Article

Involving All The Players In Evaluation And Change

Article

When And How To Use External Evaluators

Article

Hiring an External Evaluator

Tool

Strategy and Evaluation: The Twin Engines of Effective Philanthropy

Article

Proposal Review

Best Practices for Assessing an Organization’s Wellness

Conducting Site Visits

What Are Some Tips for Creating Virtual Site Visits?

Ask the Center

Site Visit Rubric (Dodge Foundation)

Sample

Site visit guidance (O’Neill Foundation)

Sample

Going on Your First Site Visit? 3 Tools for Success

Article

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

Article

Site Visits: a Tool for Effective and Engaged Donors

Article

Additional Sample Forms and Policies

Site visit report

Sample

Progress report form (Z. Smith Reynolds Foundation)

Sample

Grant Evaluation Form

Sample

Report and evaluation form (General Service Foundation)

Sample

Interim evaluation report (Meadows Foundation)

Sample

Monitoring, assessment, and evaluation policy (Tremaine Foundation)

Sample

Grant self-evaluation report (Clowes Fund)

Sample

Final evaluation report (Meadows Foundation)

Sample

Grant report forms (Kate B. Reynolds Trust)

Sample

Grantee interim reporting form (Z. Smith Reynolds Foundation)

Sample