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SWIM's Openness Assessment for Philanthropy
1
Organization name
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2
Grant selection process transparency
Yes
Sometimes
No
Description of eligibility is publicly available
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Foundation's programmatic goals are publicly available
Row 1, Column 0
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Row 1, Column 2
Giving strategy is publicly available
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Grant decision-makers are disclosed
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Criteria/rubric for funding is published
Row 4, Column 0
Row 4, Column 1
Row 4, Column 2
Grant cycle analytics published (funded/denied ratio for example)
Row 5, Column 0
Row 5, Column 1
Row 5, Column 2
Description of eligibility is publicly available
Foundation's programmatic goals are publicly available
Giving strategy is publicly available
Grant decision-makers are disclosed
Criteria/rubric for funding is published
Grant cycle analytics published (funded/denied ratio for example)
Yes
Row 0, Column 0
Sometimes
Row 0, Column 1
No
Row 0, Column 2
Yes
Row 1, Column 0
Sometimes
Row 1, Column 1
No
Row 1, Column 2
Yes
Row 2, Column 0
Sometimes
Row 2, Column 1
No
Row 2, Column 2
Yes
Row 3, Column 0
Sometimes
Row 3, Column 1
No
Row 3, Column 2
Yes
Row 4, Column 0
Sometimes
Row 4, Column 1
No
Row 4, Column 2
Yes
Row 5, Column 0
Sometimes
Row 5, Column 1
No
Row 5, Column 2
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3
Grant selection process transparency:
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4
Applicant Feedback - Pre-Application
Yes
Sometimes
No
Staff open to talking with applicants before submission
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Staff provide gut reaction to applicants before submission
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Staff provide feedback to applicant after submission, before review
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Staff open to talking with applicants before submission
Staff provide gut reaction to applicants before submission
Staff provide feedback to applicant after submission, before review
Yes
Row 0, Column 0
Sometimes
Row 0, Column 1
No
Row 0, Column 2
Yes
Row 1, Column 0
Sometimes
Row 1, Column 1
No
Row 1, Column 2
Yes
Row 2, Column 0
Sometimes
Row 2, Column 1
No
Row 2, Column 2
1
of 3
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5
Notes for yourself about this section: Ideas, to do items, questions, etc
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6
Applicant Feedback - Pre-Application:
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7
Application openness and flexibility
Yes
Sometimes
No
Flexibility in length, format and/or timing of submission
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Front end short cut available (LOI, fast review, etc.)
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Any organization eligible can apply (not invite only)
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Goals and metrics defined by applicant
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Flexibility in length, format and/or timing of submission
Front end short cut available (LOI, fast review, etc.)
Any organization eligible can apply (not invite only)
Goals and metrics defined by applicant
Yes
Row 0, Column 0
Sometimes
Row 0, Column 1
No
Row 0, Column 2
Yes
Row 1, Column 0
Sometimes
Row 1, Column 1
No
Row 1, Column 2
Yes
Row 2, Column 0
Sometimes
Row 2, Column 1
No
Row 2, Column 2
Yes
Row 3, Column 0
Sometimes
Row 3, Column 1
No
Row 3, Column 2
1
of 4
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8
Notes for yourself about this section: Ideas, to do items, questions, etc
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9
Application openness and flexibility:
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10
Applicant Feedback - Post-decision
Yes
Sometimes
No
Provide written feedback to denied applicants
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Provide verbal feedback to denied participants
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Share advice on how applicant can increase odds of funding
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Feedback provided even when not requested
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Provide written feedback to denied applicants
Provide verbal feedback to denied participants
Share advice on how applicant can increase odds of funding
Feedback provided even when not requested
Yes
Row 0, Column 0
Sometimes
Row 0, Column 1
No
Row 0, Column 2
Yes
Row 1, Column 0
Sometimes
Row 1, Column 1
No
Row 1, Column 2
Yes
Row 2, Column 0
Sometimes
Row 2, Column 1
No
Row 2, Column 2
Yes
Row 3, Column 0
Sometimes
Row 3, Column 1
No
Row 3, Column 2
1
of 4
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11
Notes for yourself about this section: Ideas, to do items, questions, etc
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12
Applicant Feedback - Post-decision:
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13
Grantee engagement - Post award
Yes
Sometimes
No
Site visit post-award
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Monthly/Regular meetings with grantees to problem solve
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Reporting aligned with grantees usual reporting
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Describe what grantees can expect from the funder
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Revise terms of grant as project progresses
Row 4, Column 0
Row 4, Column 1
Row 4, Column 2
Engage in advocacy on behalf of grantees
Row 5, Column 0
Row 5, Column 1
Row 5, Column 2
Site visit post-award
Monthly/Regular meetings with grantees to problem solve
Reporting aligned with grantees usual reporting
Describe what grantees can expect from the funder
Revise terms of grant as project progresses
Engage in advocacy on behalf of grantees
Yes
Row 0, Column 0
Sometimes
Row 0, Column 1
No
Row 0, Column 2
Yes
Row 1, Column 0
Sometimes
Row 1, Column 1
No
Row 1, Column 2
Yes
Row 2, Column 0
Sometimes
Row 2, Column 1
No
Row 2, Column 2
Yes
Row 3, Column 0
Sometimes
Row 3, Column 1
No
Row 3, Column 2
Yes
Row 4, Column 0
Sometimes
Row 4, Column 1
No
Row 4, Column 2
Yes
Row 5, Column 0
Sometimes
Row 5, Column 1
No
Row 5, Column 2
1
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14
Notes for yourself about this section: Ideas, to do items, questions, etc
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15
Grantee engagement - Post award:
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16
Opportunities to provide feedback to foundation on process
Yes
Sometimes
No
Conduct surveys or focus groups with grantees to assess foundation
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Conduct surveys or focus groups with applicants to assess foundation
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Grantee and applicant feedback effects processes at foundation
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Conduct surveys or focus groups with grantees to assess foundation
Conduct surveys or focus groups with applicants to assess foundation
Grantee and applicant feedback effects processes at foundation
Yes
Row 0, Column 0
Sometimes
Row 0, Column 1
No
Row 0, Column 2
Yes
Row 1, Column 0
Sometimes
Row 1, Column 1
No
Row 1, Column 2
Yes
Row 2, Column 0
Sometimes
Row 2, Column 1
No
Row 2, Column 2
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of 3
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17
Notes for yourself about this section: Ideas, to do items, questions, etc
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18
Opportunities to provide feedback to foundation on process:
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19
Openness about Foundation Operations
Yes
Sometimes
No
Office tours and open houses to "pull back the curtain"
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
990 on website
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Demographics of staff and board openly shared
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Financial/operations information shared
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Applicant and grantee demographics shared
Row 4, Column 0
Row 4, Column 1
Row 4, Column 2
Office tours and open houses to "pull back the curtain"
990 on website
Demographics of staff and board openly shared
Financial/operations information shared
Applicant and grantee demographics shared
Yes
Row 0, Column 0
Sometimes
Row 0, Column 1
No
Row 0, Column 2
Yes
Row 1, Column 0
Sometimes
Row 1, Column 1
No
Row 1, Column 2
Yes
Row 2, Column 0
Sometimes
Row 2, Column 1
No
Row 2, Column 2
Yes
Row 3, Column 0
Sometimes
Row 3, Column 1
No
Row 3, Column 2
Yes
Row 4, Column 0
Sometimes
Row 4, Column 1
No
Row 4, Column 2
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20
Notes for yourself about this section: Ideas, to do items, questions, etc
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21
Openness about Foundation Operations:
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22
Shared strategy and decision making
Yes
Sometimes
No
Regularly seek input from grantees/applicants about community needs
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Community problems are defined by applicants
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Input from community and grantees are a major factor in foundation priorities
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Community voices, especially "clients", set priorities
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Funding decisions advised by community
Row 4, Column 0
Row 4, Column 1
Row 4, Column 2
Funding decisions made by community members who are served by programs
Row 5, Column 0
Row 5, Column 1
Row 5, Column 2
Regularly seek input from grantees/applicants about community needs
Community problems are defined by applicants
Input from community and grantees are a major factor in foundation priorities
Community voices, especially "clients", set priorities
Funding decisions advised by community
Funding decisions made by community members who are served by programs
Yes
Row 0, Column 0
Sometimes
Row 0, Column 1
No
Row 0, Column 2
Yes
Row 1, Column 0
Sometimes
Row 1, Column 1
No
Row 1, Column 2
Yes
Row 2, Column 0
Sometimes
Row 2, Column 1
No
Row 2, Column 2
Yes
Row 3, Column 0
Sometimes
Row 3, Column 1
No
Row 3, Column 2
Yes
Row 4, Column 0
Sometimes
Row 4, Column 1
No
Row 4, Column 2
Yes
Row 5, Column 0
Sometimes
Row 5, Column 1
No
Row 5, Column 2
1
of 6
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23
Notes for yourself about this section: Ideas, to do items, questions, etc
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24
Shared strategy and decision making:
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25
Sharing of foundation success and failure
Yes
Sometimes
No
Foundation dashboard is published
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Foundation publicly shares failures and learning
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Foundation privately shares failures and learning
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Foundation shares the ways it measures success
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Foundation dashboard is published
Foundation publicly shares failures and learning
Foundation privately shares failures and learning
Foundation shares the ways it measures success
Yes
Row 0, Column 0
Sometimes
Row 0, Column 1
No
Row 0, Column 2
Yes
Row 1, Column 0
Sometimes
Row 1, Column 1
No
Row 1, Column 2
Yes
Row 2, Column 0
Sometimes
Row 2, Column 1
No
Row 2, Column 2
Yes
Row 3, Column 0
Sometimes
Row 3, Column 1
No
Row 3, Column 2
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26
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27
Sharing of foundation success and failure:
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28
Showing Up
Yes
Sometimes
No
Speaking on panels and at events about foundation
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Attend at least one community meeting per month
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Serve on boards and committees addressing important issues
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Speaking on panels and at events about foundation
Attend at least one community meeting per month
Serve on boards and committees addressing important issues
Yes
Row 0, Column 0
Sometimes
Row 0, Column 1
No
Row 0, Column 2
Yes
Row 1, Column 0
Sometimes
Row 1, Column 1
No
Row 1, Column 2
Yes
Row 2, Column 0
Sometimes
Row 2, Column 1
No
Row 2, Column 2
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29
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30
Showing Up:
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31
Other
Yes
Sometimes
No
Other
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Other
Yes
Row 0, Column 0
Sometimes
Row 0, Column 1
No
Row 0, Column 2
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32
Comments
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33
Other:
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34
Total
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35
Name
*
This field is required.
First Name
Last Name
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36
Email
*
This field is required.
example@example.com
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37
Signature
Clear
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38
Would you like to be added to SWIM's newsletter?
YES
NO
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39
Interested in a follow up from the SWIM team?
YES
NO
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