1. Assessment of the Post-Grant Evaluation Process Arumi, Corinne, Ed, Lonnie, Mandip and Martha

2. Outline of Presentation Community Foundation Background Project Description Methodology Findings Recommendations

3. Community Foundation Aims/ Goals Stakeholders  Donors  Grantees  The Community at Large Background

4. Project Description Post Grant Reporting Analyzing the process - Best Practice - Surveys - Info sharing

5. Methodology Data Collection - Surveys - Grantee Interviews - Staff & Board Interviews Data Analysis  Statistical Blank Responses Open-ended Questions Categorize by funding range, sector, location

6. Findings General Grantee Approval Post Grant Reporting

7. Findings General Grantee Approval  In general, the Community Foundation ranks above average or exceptional in grantee approval.

8. Findings Post Grant Reporting  Funding range and comfort level with the Community Foundation  Amount of interaction with the Community Foundation  Helpfulness of the Luncheon  Internal Processes

9. Findings Post Grant Reporting  Suggestions for Improvement NO YES

10. Findings Post Grant Reporting  Reporting Time Frame

11. Short Term Recommendations Outline Communicate Flexible Report Filing Assess Grantee Impact in the Community and Health of Grantee Organization Increase Guests and Networking Opportunities at Grantee Luncheons

12. Long Term Recommendations Outline Continue to Develop Culture of Evaluation Within the Organization Expand the Greater Funding Communities’ Knowledge of Lessons Learned Invite Select Key Members of the Community to Grantee Luncheon Grantee Interaction

13. Short Term Recommendations Report Recommendations  Assessment – Impact on grantee’s funding  “Do you believe the Community’s Foundation grant and endorsement for this project leveraged any other donations? Please elaborate” Health of grantee organization  “How is your organization better off having undertaken the funded project?”

14. Short Term Recommendations Luncheon Recommendations  Additional Guests Benefit: strengthened communication Cost: moving, catering  Possible Solution: Use grantee’s facility Increase Networking Awareness

15. Long Term Recommendations Continue to develop the evaluation culture.  Establish a budget.  Hire a full time evaluator. Expand the greater funding community’s knowledge of “lessons learned”  Engage other local funding organizations to review projects they have worked on.

16. Long Term Recommendations Grantee Interaction  Confirmation receipt. Thank you note. Closed grant memo for board members Pros and Cons

17. CONCLUSION WE ARE NOW OPEN TO QUESTIONS