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2nd Quarterly Webinar: Vetting Grant Applications & Site Visits

May 8, 2017 @ 10:00 am - 11:30 am

Date: May 8th

Audio Details:

Dial-In Number(s):
U.S. Toll: 303.248.0285
Access Code: 6469979
Presenter: Michelle Greanias, Grants Managers Network
Outline of Webinar:

–Grounding yourself in your organization’s values

–Sentry vs. Steward

–Limitations of due diligence/vetting

Proposal Review consists of

  • Reviewing proposals
  • Qualities of exemplary proposals
  • Identifying good proposals
  • Importance of a manageable workload
  • Importance of asking the right questions and having clear guidelines
  • Reading the request
  • Identifying and Owning your Biases
  • An oversimplification of legal compliance
  • Red flags in financial review
  • Tools
  • Rating system/review form
  • Site visits/meetings with nonprofit
  • Clarifying the purpose of a site visit
  • Deciding when to make a site visit
  • Conducting effective site visit
  • Interview styles to avoid
  • Managing expectations curing site visits
  • Third party data sources
  • Other funders
  • Guidestar
  • Charity rating agencies
  • Options for help
  • Review committees
  • Consultants

Details

Date:
May 8, 2017
Time:
10:00 am - 11:30 am
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