Valuation Guidance

Question V.B: Approval Levels

This question can be understood in any of the following ways:

o “For the senior-most person in your corporate giving department and/or foundation, what is the largest grant dollar value that that individual may award independently?”

o “What is the value of the largest grant that the person you just identified may award without the review of a committee, group, or board?”

o “At what value does the grant go to a review committee?”

Example: If the Senior Giving Officer must escalate grants of $500,000 or more to a committee, then enter $500,000 (not $499,999) in this field. If all grants must be approved by a committee, group, or board, then enter $0 (not “NA”).