Exponent Philanthropy

One of Several Times to Site Visit

by Gregory Horner, Cedar Tree Foundation June 24th, 2016

When things aren’t going well with a grant, a site visit can help you quickly get to the bottom of things. Executive director was fired or left suddenly? Several board members quit at once? Financial crisis? When an organization is in flux, the success of your grant is at risk. Get out there and meet with the staff and the board chair; ask hard questions; and be prepared to work with the organization to recast the grant. I’ve adjusted the terms of a grant midstream, provided extensions, and shifted funding to newly founded organizations after a split; all of these were hashed out after meeting in person to address challenges and move forward.

Excerpted from philanthrofiles.org

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