2nd Quarterly Webinar: Vetting Grant Applications & Site Visits

As West Virginia’s leading voice and premier resource for philanthropy, Philanthropy West Virginia is committed to helping its members fulfill their charitable goals. Through its programs and services, Philanthropy WV helps funders become more efficient, effective grantmakers.

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Philanthropy West Virginia reserves the right to cancel or reschedule our education programs. Programs may be canceled because of, but not limited to: speaker and or facilitator illness, inclement weather conditions, or less than 3 registered participants. 

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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


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