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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
Pre-Registration Link:
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