Grantmaker Assessment Tool

Before Taking The Survey

This survey will require you to gather information about your organization and its grantmaking processes. The online survey will permit you to save your answers and return at a later time. We recommend that you download and print the survey prior to completing it online: there are some questions that may require you to collect information from others at your organization. Some questions may require you to make an informed estimate. Please complete as many of the questions as possible.

Examples of information you will need to complete the survey include:

• Employer Identification Number (EIN)

  In order to register and complete the survey you will need to enter your organization’s Employer Identification Number (EIN).

  
  

  An Employer Identification Number (EIN) is also known as a Federal Tax Identification Number, and is used to identify a business entity. Your organization has one federally assigned EIN.

  
  

  This survey uses your organization’s EIN to ensure that your organization does not complete duplicate surveys and to enable you to track your organization’s streamlining improvements over time.

  
  

  In order to maintain the utility of the comparative data, only one user per organization is permitted to complete the survey. Your organization’s EIN can be found on most federal reporting documents, for example tax forms or your W2.

• Numbers of grants and applications for the past fiscal year
• Dollar value of grants awarded in past fiscal year
• Staff and approximate salary data for program and grants management staff at your organization (You may also choose to use national averages for salary)
• Specifics of your organization’s application/selection and reporting/evaluation processes
• Number of grantees
• If/how your organization solicits feedback from its grantees

The full list of survey questions is available for download here.
To get started with your online assessment, Log in or Sign up.