Due Diligence Tool for Pre-Grant Assessment

Posted on October 27, 2004 by Community Foundation for the Land of Lincoln, Kristen Godard, La Piana Associates, Lisa Culick, Natasha Terk

The Due Diligence Tool is the product of a collaborative effort and the contributions and thinking of grantmakers from a diverse set of foundations. The Due Diligence Tool represents a blending of best practices from a variety of foundations from around the country. Our process pulled together the practices and materials of a diverse group — private, family, corporate and community foundations, both large and small — and culled from them the best practices to integrate into a basic guide for due diligence… Read More

Progress Report Form (Z. Smith Reynolds Foundation)

Posted on November 4, 2003 by Z. Smith Reynolds Foundation

This form was developed by the North Carolina-based Z. Smith Reynolds Foundation for organizations that had previously received a grant from the Foundation and which are currently requesting an additional grant. The form is used in reviewing current applications and is meant to help bring the Foundation up to date on grantee activities since the previous grant was made… Read More

Establishing Grantmaking Interests and Priorities

Posted on October 28, 2002 by Deanne Stone

Grantmaking is the central activity of a family foundation or donor advised fund and the purpose for its existence. This chapter from 'Splendid Legacy' explores a wide range of issues that are likely to come up in your grantmaking - from developing guidelines to learning how to conduct effective site visits to measuring the effectiveness of your philanthropy. … Read More

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