Comments
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Our Foundation uses a similar verbiage following the contract. I like your wording better, especially the first question and might start using this too---"Have you informed..."
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I like the idea of making the site visit a "report." When I was first sent to conduct site visits, I think the grantees were thinking I was there as sort of an inspector to enforce regulations! I've learned to approach with the attitude I'm here to celebrate the success of your work and maybe also identify struggles and if…
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This is a great question, but I haven't figured out a good way to solve this problem yet!
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We have the same challenge--our board prefers the hard copy book as well. I'm fairly new to the Foundant system, but I have set up and run merged documents for insertion into the board book to avoid a large data dump, some of that unneeded information. I run a proposal summary page, which includes a project title, summary,…
