Site Visits in the Zoom Age
By: Michael Taylor, CFRE, CEO & Sheldon Bart In what we might call the BC era (Before COVID), site visits mainly entailed a tour of your nonprofit’s facility. You took the foundation program officer or the major donor on a walk around the program site to give them a good look at your day-to-day operations. They were happy to see in action the services described in words in your proposal or application. The tour consumed most of the time available for the visit, with a few minutes left over for questions. Now, after the disease disrupted our routines (or AD),
