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The Insider's Guide to Grantmaking: How Foundations Find, Fund, and Manage Effective Programs by Joel J. Orosz

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Making Sense of Grantee Reports

Your program officer's toolbox contains four implements that will help you make the right decision about whether to continue funding or to cut the foundation's losses. Although all are not equally valuable, each has its merits, and each should be used as appropriate.

Interim Reports and Site Visits

Most foundations require at least one interim narrative and financial report during the course of a funded project. Typically, these are required on an annual basis. One such report provides a valuable insight into how the project is developing, but multiple interim reports allow for a better sense of how the project is improving (or deteriorating) over time. The site visit to the funded project, of course, is an invaluable ...

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