Sample Document
Site Visit Guidelines
Download sample guidelines to share with board members or staff who will attend site visits. Read More
Resources
Results for: Topic: “Grantmaking”
Sample Document
Spotlight Report
COVID-19: How Have Funders Changed Their Approach & What Will Stick?
In April, Exponent Philanthropy and PEAK Grantmaking each fielded a survey to see how our respective communities of funders were responding to the impact of COVID-19 on their communities, grantees, and internal operations and processes. Inspired by our members’ collaboration during these challenging times, PEAK Grantmaking and Exponent Philanthropy partnered to analyze the survey results... Read More
Sample Document
Guidelines for Saying No
Download six reminders for occasions when you must decline grant requests. Read More
Sample Document
Proposal Summary Form
Use this sample to summarize grant proposals for your grant committee or board. Read More
Sample Document
Requests for Additional Information
Use this form to request missing information from grant applicants. Read More
Sample Document
Financial Review Form
Download a sample form to help you evaluate an applicant’s financials. Read More