Internal follow-ups viewable by applicant?
In line with Trust-Based Philanthropy, more and more foundations are completing verbal reporting with grantees, where the foundation staff completes the written follow-up form based on a conversation with a grantee. We have been doing this as an internal follow-up form, but would like the option for the grantee to view what we've typed into the form and confirm that it is accurate and complete before submitting the report and marking it as complete. Other than downloading each follow-up form packet as a PDF and emailing it to them for their manual feedback, is there a way to either:
1. Make an internal follow-up form viewable to the applicant later
2. Assign a regular (non-internal) follow-up form to foundation staff
4
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Katy Keller
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