–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