Recommendation
Clarify roles and responsibilities of key people involved in relationship management with the grantee. This is particularly important for creating a deep and trusting relationship and provides clarity over who the grantee should direct questions to.
Related Insights
Deep, trusting relationshipsRelated Resources
A practical guide to outcome-focused philanthropy
A philanthropic framework that emphasizes rigor, results, learning, and adaptation. This guidebook and set of worksheets helps foundation staff integrate this approach across all stages of philanthropic work.
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Source: Lori Grange, Hewlett FoundationAll happy grantees are alike: They focus on ideas, interactions, and important details
This article discusses three important components of a healthy foundation-grantee relationship: strategic alignment; productive, reciprocal interactions; and clear, efficient administration.
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Source: Ruth Levine, Hewlett FoundationDealing with Divergent Requests
A resource, from the user experience research, on understanding how to hear the intent behind a request.
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Source: Simply SecureOn Trust & Transparency: Full Report
Download the full report.
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Source: Simply SecureOn Trust & Transparency: Interview Guide
The interview guide used for the participant interviews during the Partner Perspectives project.
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Source: Simply SecureOn Trust & Transparency: Survey Guide
The survey guide used for the Partner Perspectives project. This was hosted in LimeSurvey an open-source survey tool that can be self-hosted or hosted via Limesurvey’s website.
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Source: Simply Secure