Site Visit Tips and Case Studies

Family foundations conduct many types of site visits. This guide outline four types of site visits: new applications, grant monitoring, grant follow-up, and legacy grantee. These categories may not fit every situation perfectly, but grouping them this way can be helpful when you’re thinking through who should attend and what the purpose might be of every site visit.

For additional information on site visits, including sample checklists from individual foundations, see NCFP’s Content Collection on Grant Evaluation, Proposal Review and Site Visits.