Assessment Tools

10-Minute Impact Assessment: Explore How to Make The Most of Your Giving

This simple tool offers your foundation a framework that you can use to discuss your impact, identify areas of strength, and highlight opportunities for increasing your impact.


Grantee and Applicant Perception Survey

This survey offers your foundation a structured opportunity to learn from your grantees and applicants, identify areas of strength and opportunities for improvement, and set up your board and staff for productive conversations that increase your foundation’s effectiveness.


Practical Board Self-Assessment: Improve Your Foundation’s Effectiveness

Self-assessment is an excellent choice for small foundation boards at any stage. Whether your board is focused on fundraising, revising your mission and strategies, or struggling with internal divisions, a good self-assessment offers practical, useful results that help your board stay on track.

This primer is designed to empower your board to take a thoughtful approach to self-assessment so that the process is positive, productive, and even fun for everyone involved.