Site Visits

About Our Resources

Connec+ipedia is a shared learning community for anyone interested in advancing the knowledge and efforts of those working for the common good. To promote this goal GRANTMAKERS has populated the site with our accountability and grantmaking resources - we encourage you to do the same! To view these resources click on the link below.

http://connectipedia.org/wagn/Site_Visits

& search our library at http://library.mmt.org

Additional Resources

Call 503.226.6340 to speak with a GRANTMAKERS staff member about obtaining a copy of the following resources or email (JavaScript must be enabled to view this email address).

Site visits allow funders to get to know the people and their work up close and provide chance to work in partnership with an organization to get a critical job done.

Site Visit Basics

Site Visit Meeting Outline
Non-profit Site Visit Ides

Site Visit Report

Site Visit Report - Sample

Additional Resources

Why We’re Sold on Site Visits
Foundation News & Commentary
Abbot Stranahan
July/August 1995
An expert’s advice on making the best of site visits as they “are essential…because there’s substitute for seeing a project and its leaders firsthand.”

Let’s Go! Four Steps for an Effective Site Visit
The New Foundation Guidebook
Adapted from a “Grantmaking Basics” presentation at the ASF (Association of Small Foundations) 2000 National Conference.

Fiscal Savvy…Site Visits…Smart Choices: Everyday Dilemmas for Funders
Problem Solving Scenarios
Charline McDonald and Kathleen Cornett
These scenarios are meant to help clarify one’s own thinking about things to consider when evaluating funding opportunities.

Site Visits and Post-Grant Monitoring

Grantmakers of Oregon and Southwest Washington
Presentation
July 20, 2000
Materials include information about deciding whether or not to do a site visit, setting up the visit, conducting interviews, analysing the visit, and post grant contracts.

Effective Site Visits
A Discussion with Grantmakers in Eugene
Presentation
October 5, 2007

Site Visit Questions
Inspired Philanthropy
This excerpt from the appendix of the book Inspired Philanthropy, provides 21 questions to ask while on a site visit.

Successful Interviews
The David and Lucile Packard Foundation
Material from Managing Your Grants
July 22, 2002
A guide to finding out what you want to know by asking the right questions, and avoiding the wrong ones.

Site Visit Format
Charline McDonald
A short guide to formatting your site visit, and things to think about after.

Site Visit Outline
Kit Gillem
An alternative site visit format from Kit Gillem.

GOSW Shadow Site Visit
Grantmakers of Oregon and Southwest Washington
A short planning tool for those planning on doing a shadow site visit.

Site Visit Report-Sample
Association of Small Foundations
From the resource, Awarding Grants.

Sample Site Visit Report

Grantmakers of Oregon and Southwest Washington
An additional site visit report format.

Site Visit Worksheet-Appendix to Chapter 3
Grantmaking Basics: A Field Guide for Funders
A great worksheet to take on a site visit for evaluation.

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*New* Regional Philanthropy Calendar

View event calendar…

View event list…

BIENNIAL REGIONAL CONFERENCE

Charting The Course: Moving Forward in Challenging Times

Astoria, Oregon

October 13-15th 2010


Learn more…

http://www.oldoregon.com/

Webinar: Scaling What Works from Grantmakers for Effective Organizations (GEO)

Introducing Scaling What Works: What is it?  Why should I care?  How do I get involved?

Tuesday, August 3, 2010
2:00 pm (EST)
Free to all grantmakers.

Reserve your Webinar seat now at:
https://www1.gotomeeting.com/register/228693801

Scaling What Works is the three-year initiative that will ensure funders and nonprofits have the tools, resources and skills needed to effectively increase the impact of community programs. During this informational session, Kathleen Enright, GEO’s President and CEO, will outline GEO’s plans for the project, describe how this project complements and supports the Social Innovation Fund, explain how this work fits into GEO’s primary programs, hear your interests and discuss how you can become more involved. There will also be plenty of time for Q&A.

Learn more…

SOCIAL

Summer Social at the Schnitzer’s!

Hosted by Harold and Arlene Schnitzer through the Harold & Arlene Schnitzer CARE Foundation

Wednesday, August 11, 2010
5:00 pm - 7:00 pm

The Harold and Arlene Schnitzer CARE Foundation
1121 SW Salmon Street
Portland, OR 97205
Rooftop Terrace

Beverages and summer appetizers included.

(JavaScript must be enabled to view this email address) or call 503.226.6340

More details to follow!

 

CORPORATE FUNDERS LEARNING EXCHANGE

Continuing the Conversation

Sponsored by Pacific Power Foundation

7:30 am - 9:00 am
Thursday, September 2, 2010

Key Bank Officers, Pac West Building
1211 SW Fifth Avenue, Suite 300
Portland, OR 97204

$10.00 Members, $35.00 Non-Members
(JavaScript must be enabled to view this email address)or 503.226.6340

Learn more…

Connecting the Dots: Health, Housing, and the Community Context

Presented by: Comprehensive Health Education Foundation, The Seattle Foundation, and Bullitt Foundation

September 14, 2010
11:30 am - 1:30 pm

Seattle Lung Association
2625 Third Avenue
Seattle, WA 98121

To register, email (JavaScript must be enabled to view this email address)

Learn more…