Home
Who We Are
Giving & Donor Services
Grants & Scholarships
Press & Publications
Services for Nonprofit Staff and Boards
Special Projects
For Professional Advisors
Site Map


370 Main Street
Suite 650
Worcester, MA 01608
(508) 755-0980

Contact Us

Discretionary Grants
Post-Grantmaking Activities

Tips for Grant Seekers | Post-Grantmaking Activities      

What to expect after receiving a grant
Once you receive a grant from us, you will be asked to keep us informed about your progress and accomplishments. You will be expected to submit a written self-evaluation report. You may receive a site visit conducted by our staff and volunteers. These methods have been found to give us the information that we need to provide accountability to our donors and the community. They are also a good way for us to continue building our relationship with you.

 

Progress Report
As a condition of receiving a discretionary grant, you will agree to submit a written report within nine months of the award date. These materials are sent to you along with the grant letter. To download the Progress Report form click here. The self-evaluation is your candid appraisal of your results and challenges. You will include a financial progress report for the project. The report is provided to the Distribution Committee and becomes part of the grant consideration process for future applications.

 

Outreach & Evaluation Site Visit
We have found that nothing compares to a face-to-face meeting with you, at your program site, to help us understand the impact of your work. If a discretionary grant is approved, it is understood that you will be willing to allow us to visit with you afterward wherever your funded project is taking place. We have organized a committee of local volunteers who agree to conduct such visits with our grantee organizations. We call this program "Outreach and Evaluation (O&E)." These volunteers are briefed on your funding history; they review your proposal; and they contact you directly to arrange the visit. A foundation program officer is usually present. The expectations for the visit are that you will talk with us and show us what is happening in comparison with the proposal. The visit should include an opportunity to speak with the principal staff members and volunteers as well as with program participants. Typically about one third of our grantees receives an O&E visit each year, given the limited number of people available to do this work on our behalf. The O&E volunteer writes a brief report, which becomes available to inform future grant applications.

If you have any questions about the evaluation process, please call or email Lois Smith at (508) 755-0980.