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  • Apply to receive a grant for your nonprofit. Letter of intent deadline is Thursday, June 15, 2023.
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VNA Foundation
  • WHAT WE FUND
    • Funding Overview
    • Special Initiatives
    • Grants Infographics
    • New Grants
    • Grants Search
  • APPLY FOR A GRANT
    • Funding Guidelines
    • How to Apply
    • Outcome Measures
    • Model Proposals
    • Site Visits
    • FAQs
  • FOR GRANTEES
    • Current Grantee Resources
  • ABOUT US
    • Focus, History & Mission
    • 25th Anniversary
    • Board & Staff
    • Financials
    • Contact Us
  • NEWS
VNA Foundation
VNA Foundation
  • WHAT WE FUND
    • Funding Overview
    • Special Initiatives
    • Grants Infographics
    • New Grants
    • Grants Search
  • APPLY FOR A GRANT
    • Funding Guidelines
    • How to Apply
    • Outcome Measures
    • Model Proposals
    • Site Visits
    • FAQs
  • FOR GRANTEES
    • Current Grantee Resources
  • ABOUT US
    • Focus, History & Mission
    • 25th Anniversary
    • Board & Staff
    • Financials
    • Contact Us
  • NEWS
VNA Foundation

Site Visits

Site Visits

What To Expect on a Site Visit

Even the most artful and comprehensive grant proposal may not convey all the information necessary for a foundation to make a fully informed decision about a grant request. And sometimes, there is nothing that can replace the opportunity to sit down face-to-face with an applicant, see agency staff in action, and flesh out important details about an organization or program.

For this reason, often there is nothing as informative to a grantmaker as a pre-grant site visit. For a site visit to be successful, however, some planning is required by those on both sides of the process. Based on review of the proposal and/or initial discussions with the applicant, a funder will generally prepare several questions in advance, and pose others based on interaction at the visit. Applicants should prepare answers and documentation necessary to address likely questions, as well as be ready to explain and illustrate the need for the grant requested.

A site visit does not infer a grant is forthcoming. It is an investigative fact-finding method used by grantmakers to determine the advisability of investing in a particular program or agency.

What are the Purposes of a Site Visit?

  • To gather subjective as well as objective information
  • To meet personnel involved and assess their knowledge of- and support for the program
  • To provide a comparison with other organizations in the community
  • To verify accuracy of proposal
  • To determine grant possibilities and, ultimately, probabilities

What is Reviewed During a Site Visit?

The organization or agency as a whole:

IRS determination, lobbying activities, independent or umbrella agency, governance and administrative capacity, history, mergers and name changes, mission, fundraising.

The agency and program personnel:

Sufficient staff and support, training and development, levels of experience and qualifications, communication, turnover, decision making and problem-solving capabilities, role definition and workload appropriations, understanding of program or proposal, dependency on volunteer staff.

Assessment of facility:

Location, ability to attract and accommodate clients, accessibility to constituency, physical space and layout, compliance with code, upkeep and cleanliness, equipment and supplies, furniture, conduciveness to productivity, confidentiality of records and files, storage of hazardous materials and medications and supplies.

Program information:

Geographic area served, number and demographics of people served, number of program specific staff, stated goals and purposes, evaluation and outcome measures, internal review processes, activities related to grant funds compared to on-going services, staff accountability and responsibilities, duplication of services, referral networks, documentation of activities.

Financial assessment:

Current operating budget, program budget, fundraising, cost allotments, salaries, operational expenses, indirect costs, staff responsible for financial affairs and budgeting, recent audit, billing opportunities and strategies, fees.

VNA Foundation

Supporting Home- and Community-based Health Services for Chicago’s Medically Underserved

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CONTACT US

20 N. Wacker Drive
Suite 3118
Chicago, IL 60606

  • (312) 214-1521
  • info@vnafoundation.net
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