Our Donors are guided by their vision. Measurable progress toward that vision is the impact they seek from applicants. Applicants must describe the potential impact of the request and how their efforts are contributing to people being healthy, educated and economically self-sufficient. Successful applicants are asked to reflect on what was presented in their application and report on their efforts to achieve the intended impact. They are also asked to provide impact data reporting using the Impact Data Table developed during the application. Our Donors use the common objectives highlighted in the Impact Data Table to look across their entire portfolio. This collective data snapshot allows our Donors to assess the impact of their granting program.

The grantee’s reflection and evaluation of the request to date, combined with the data, tells the full story of the individual grant and, ultimately, when combined with the stories of others, allows us to tell the full story of our Donors’ granting program.



We expect all grantees to describe, in their own words, the outputs and outcomes expected to be achieved and to report on that intended impact throughout the course of a grant. Our Donors do not expect every request to go exactly as planned and encourage grantees to be transparent and show how inevitable changes or even failures have led to learning and practice changes.

Reporting is a critical part of the relationship. The expectation is that grantees are using reporting as a time to honestly reflect on activity to date and to show stewardship of Donor funds through accurate financial reporting. Reporting is the grantee’s opportunity to tell the story of the request.



In addition to communicating the story of the grant in response to the questions included in the report forms, our Donors have identified a dataset of common objectives that supplement the reporting with the collection of impact data. These common objectives reflect the breadth of the Investment Framework. A broad and inclusive set of known approaches has been compiled to highlight the many ways in which applicants may move people toward identified objectives, which include both outputs and outcomes. Key performance indicators may also be used by our Donors as a means of assessing what their investments are achieving. Applicants work with program staff to finalize the Impact Data Table throughout the application process and are prompted to set goals for each indicator where appropriate. If a grant is awarded, organizations are asked to report back on the attainment of these common objectives, using the agreed upon performance indicators. This information assists our Donors in compiling and assessing impact data relating to their granting program.