Successful “Site Visits”: Guidance, Strategies, and Tips for Funders and Nonprofits

This program for nonprofits and funders is a follow up to the March 2024 session Site Visits: Let’s Improve Them! at which more than 150 staff and volunteers from philanthropic and nonprofit organizations shared their perspectives on the pros and cons of site visits and how to improve them.  

Since then, a planning group of funder and nonprofit representatives synthesized key takeaways from the meeting and data from an earlier survey to develop a guide titled Successful “Site Visits”: Guidance, Strategies, and Tips for Funders and Nonprofits.

Join us for a preview of the guide. Following the session, there will be opportunities to share your feedback on the guide and help us determine what next steps we can take together to further improve the “site visit” experience and strengthen grantor/grantee relationships.

Our intention is to house this guide and supporting documents on the Philanthropy MA website for use by both the funder and nonprofit communities for years to come. We hope it will be a living document that will continue to develop based on your feedback and evolving needs.

Please note the following guidelines we will follow:

• This is a non-solicitation space.

• When providing examples of site visits, names of nonprofits or funders will not be named.

• Philanthropy MA's Community Guidelines and Program Policies