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Your Guide to Intelligent Giving
Where the Heart
Meets the Mind
Critical Friend to Charities
What is the greatest challenge facing the nonprofit sector?
TOO MANYNONPROFITS?
DWINDLING FUNDING?
LOW CEO SALARIES& LOW OVERHEAD?
The Core Challenge As I See It*
“… there is virtually no credible evidence that most nonprofit organizations actually produce any social value.”
*“The End of Charity” by David Hunter – Philadelphia Social Innovations Journal
THE DONOR CHALLENGE
Slide 5
Why Results?
• Results are becoming the new language of the sector
• An increasing number of donors are asking for this information
• Having measurable results will put your organization in a better position to meet your mission and increase funding
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The Nonprofit Marketplace Hewlett Fdn,
THE ROADMAP TO A SOLUTION TO THE CHALLENGES
INSTITUTIONALFUNDERSsupply $ & technical assistance formeaningful information
BENEFIC-IARIESare engaged& empoweredto providemeaningfulinformationInstitutional
Funders usea set of standardizedNP reports of meaningful information
BeneficIaries receive feedback on how their meaningful information was utilized
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WHAT IS MEANINGFUL INFORMATION FOR MEASURING A CHARITY’S PERFORMANCE AND ACCOUNTABILITY?
RESULTS
GOVERNANCE
FINANCIAL HEALTH
How Does this fit into the Evolution of our Rating System?
• CN 1.0 – Financial HealthLaunched in 2002 with 1,100 charities
• CN 2.0 – GovernanceLaunched Sept 20, 2011 with 5,500 charities
• CN 3.0 – Results ReportingMethodology released and data collection begun Jan 2013, with a goal of 10,000 charities rated by end of 2016. 9
Dispelling the Myth:Charity Navigator’s Results Reporting
Requirements Are Not…• An assessment of your results• A comparison of your specific results or metrics against
other charities• A complex and lengthy set of metrics• An evaluation system that requires your organization to
meet all standards to get a high rating
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Results Reporting Is…• An assessment of how charities use their results internally
and share them with stakeholders, including donors• We are looking to see that you are reporting on results
measures, and showing how your organization learns and improves based on those measures (i.e. learning and improving over time is more important than a ‘snapshot’ of results)
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When Will This Impact Your Rating?
Not Anytime Soon!
• As we collect the data, we will present it for informational purposes.
• Will not impact star ratings until we have the data for 10,000 charities and have developed a scoring system.
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But, Don’t Wait.
NOW is the Time to Start
So your charity isn’t empty handed when Charity Navigator gets to the finish line.
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Results Reporting
1. Alignment of Mission, Solicitationsand Resources
2. Results Logic and Measures
3. Validators
4. Constituent Voice
5. Published Evaluation Reports 14
However, One Item Will Impact Your Rating Next Year
Element One: Alignment of Mission, Solicitations and Resources
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Example of Element 1: http://www.hcz.org/about-us/the-hcz-project
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Element Two: Results Logic and Measures
• Is the organization’s causal logic, theory of change, plausible?
• If applicable, is there an indication of how much of the action is required to produce the pre-defined outputs and outcomes?
• Is this logic based on reasonable evidence?• Are there specified measures (indicators) to be collected
and a plan to do so? 17
Example of Element 2: http://girlscoutsnca.org/programs/
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LEVEL ONE RESULTS REPORTING IS OUR PRIMARY FOCUS
NESTA: STANDARDSOF EVIDENCE
Element Three: Validators
• Have your charity’s results been vetted by another organization?
• Not every charity and cause area will have a validator. That will not diminish your rating.
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Example of Element 3:http://toptierevidence.org/http://www.smartgivers.org/
http://coanet.org/
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Element Four: Constituent Voice
• How well does your charity collect and publish feedback from your primary constituents (the people who are meant to be the direct recipients of benefits created by the organization’s actions.)
• May not apply to every cause area, but will apply to most.
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Example of Element 4:http://www.girlsontherun.org/What-We-Do/Evaluations
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Element Five: Published Evaluation Reports
• Does your charity publish evaluation reports that cover the results of its programs at least every five years?
• Are those reports based on recognized techniques to understand your results?
• Does you charity explain what, if anything, it is changing as a result of the findings in the evaluation report?
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Example of Element 5:https://www.davethomasfoundation.org/about-foster-care-adoption/research/read-the-research/technical-report-1/
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How Can Your Charity do Well on Results
Reporting?
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1) Clearly Articulate Programs On 990
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2) Read up on our methodology
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3) Have a Registered Representative with usBenefits Suggest basic info updates: contact, mission, tag line 4-star charities: logos, promotional tools Post a comment Notify CN about improvements to A&T data
See our blog for more details & instructions on how to sign up http://goo.gl/2fI7RZ29
4) Respond when you receive the survey
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5) Give us suggestions particular to your cause area
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6) Learn more with these resources
Books /Articles/ Studies
1. The Battle for the Soul of the Nonprofit Sector , Berger, Penna and Goldberg, Philadelphia Social
Innovation Journal
2. Money Well Spent by Paul Brest, et. Al
3. Working Hard and Working Well, by David E. K. Hunter
4. Billions of Drops in Millions of Buckets by Goldberg
5. Leap of Reason by Mario Marino
6. The Nonprofit Outcome Toolbox by Dr. Robert Penna
7. Charity Navigator’s webinar on how to use our site
8. Saving Philanthropy Video
9. Independent Sector’s Charting Impact
10. PerformWell Web Site
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A DREAM THAT YOU CAN PLAY A ROLE IN MAKING A REALITY
RESULTS STATEMENTS,
TODAY TOMORROW?????
Email: [email protected]
Blogs:
www.kenscommentary.org
blog.charitynavigator.org
Twitter: kenscommentary
LinkedIn: http://lnkd.in/jKeK5U
Register for Newsletter, Etc.: https://www.charitynavigator.org/index.cfm?bay=my.login
KEEPING IN TOUCH
