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Self-Assessment and Reflection Tool for Funders

Self-Assessment and Reflection Tool for Funders

This self-assessment/reflection tool is intended for foundations and funders committed to or interested in Doing Good Better. Doing Good Better is inspired by, and builds on, years of nonprofit and community advocacy, the principles of “Trust Based Philanthropy,” and numerous other resources. We hope this tool will open up the opportunity for dialogue and reflection with your board, staff and funded agencies. Your response can serve as a baseline for future measurement of your organization’s progress towards Doing Good Better, stronger philanthropic/nonprofit partnerships, and heightened community impact.

This assessment is intended as a self-reflection tool, rather than a recommendation for any specific policy within a particular funding institution. It has four sections, one for each Doing Good Better goal. For most funders, a single individual in grantmaking or senior leadership will be able to complete the full assessment; others may need additional support from other departments to respond. While filling out the assessment, we encourage you to consider how self-reporting bias may show up in your answers. Also, notice where a question challenges you and get curious about why.

To make the most of this tool, we recommend that you first review and consider the Doing Good Better goals before starting this assessment. We also encourage your board and staff to go through the goals as you reflect on your responses.

• Goal 1: Center Equity
• Goal 2: Provide Flexible Funding
• Goal 3: Provide Reliable Funding
• Goal 4: Reduce Paperwork Burden

 

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