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The agenda below outlines what we typically discuss in these informal sessions that we call Foundation 101 Training. Because they are personalized sessions, the agenda can be customized to fit the needs of the participant. Foundation 101 Agenda- Grantmaking Operations
- Creation of grants management
- Memo system
- Internal Scorecard
- Grantee Meetings, Site Visits, and Due Diligence Process
- Grant Log
- Overview of filing system
- Supporting Documentation
- Logic Model
- Grant Request Flow Chart
- Letter of Inquiry and Grant Application
- Due Diligence (including site visit)
- Scorecard
- Grant Contract
- Evaluation Reporting
- Public Relations
- KDK-Harman Applicant Feedback Survey
- One-Pager Grantee Summary
- Grantee Handout
- Annual Report
- Press Kit
- Foundation Website
- Communication with politicians
- Operations
- Conflict of Interest Policy & Questionnaire
- Software
- Other Resources
- RGK Center for Philanthropy and Community Service Internships
- Helpful Websites
- Helpful Books and Manuals
- KDK's Library
- Membership Organizations
- Professional development
- Austin Area Funders monthly meetings
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