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Insights on Philanthropy and the Evaluation Process by Donors

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Learn international best practices to improve your organisation and project grant proposal.

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Increasingly donors are looking for impactful and well governed charities to give . The workshop will examine various frameworks used by international charity rating platform eg ImpactMatters, Charity Navigator, Guidestars to evaluate/rank charities using publicly available data. It will also examine the evaluation process and framework used by grantmakers including private foundations and community foundations to determine grantees.

Charities can understand what specifically matters to these donors in the different criteria and assess where their organisations stand in these criteria to look for ways to improve themselves. For example, they will learn what are the best practices for governance and transparency and work on the organisation changes and public disclosures needed to be considered a well governed and transparent organisation. They would also understand what grantmakers are looking for in project proposal and potentially improve their programming to achieve high quality and sustainable programmes desired by grantmakers.

By the end of the course, participants will be able to:

1. Introduction to the principles of various giving strategies being used worldwide to select causes and charities

2. Discussion on the relevance, strengths and weaknesses of each strategy for your giving

3. Learn the various frameworks used by international charity rating platform e.g. ImpactMatters, Charity Navigator, GuideStar to evaluate/rank charities using publicly available data

4. Learn the evaluation process and framework used by some grantmakers including private foundations

5. Get insights on the best practices under each evaluation criteria e.g. financial, operational, transparency, governance

Trainer Profile:

Pauline Tan is the principal consultant in Soristic Impact Collective. She has been a consultant for funders and non-profits and has also conducted a number of philanthropy related research. Her co-authored philanthropy related publications include:

  • Philanthropic Foundations in Asia
  • Insights from Singapore, Myanmar and China
  • Impact Investments by Foundations in Singapore and Hong Kong
  • Philanthropy on the road to Nationhood in Singapore
  • Innovation in Asian Philanthropy

She was also part of the team that set up an information portal for giving circles in Asia. Besides philanthropy research, she conducts social sector research on topics including mental health, poverty, social enterprise, early childhood and microfinance. She has also conducted evaluation for organisations (e.g. Civil Service College, Helpage Asia, National Volunteer & Philanthropy Centre, Community Foundation of Singapore) in Singapore and the Southeast Asia region as well as developed Social Value/Outcome Frameworks for funders to measure the social values/outcomes of their grantees. Between 2012 and 2014, she was responsible for evaluating and shortlisting charities for the Charity Governance Award in Singapore.

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