Sample Document
Site Visit Reports
Use these forms to record your observations during a site visit. Read More
Resources
Results for: Type: “All Audiences”
Sample Document
Sample Document
Next Generation Retreat Agenda
Download a sample agenda and email announcement for a meeting of your next generation. Read More
Sample Document
Letter of Inquiry Review Form
Download a form to help you evaluate an organization’s letter of inquiry. Read More
Spotlight Report
How Lean Funders Evaluate
Their Work
To highlight the current state of lean funder evaluation, this report provides an overview of the evaluation methods funders use most often, what they find most useful, how those techniques play out in practice, and how funders use evaluation information to support their work. This report expands on data presented in Exponent Philanthropy’s 2020 Foundation... Read More
Sample Document
Proposal Assessment Forms
Use these sample forms to evaluate the fit and merit of grant proposals. Read More
Sample Document
Money Matters, Talking to the Next Gen
Download a 3-page statement written to help parents as they engage their children in foundation work. Read More