results reporting

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Your Guide to

Intelligent Giving

Where the Heart

Meets the Mind

Critical Friend to Charities

What is the greatest challenge facing the nonprofit sector?

TOO MANYNONPROFITS?

DWINDLING FUNDING?

LOW CEO SALARIES& LOW OVERHEAD?

The Core Challenge As I See It*“… there is virtually no

credible evidence that most nonprofit organizations actually produce any social value.”

*“The End of Charity” by David Hunter – Philadelphia Social Innovations Journal

THE DONOR CHALLENGE

Slide 5

Why Results?• Results are becoming the new

language of the sector• An increasing number of donors

are asking for this information• Having measurable results will

put your organization in a betterposition to meet your mission and increase funding

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The Nonprofit MarketplaceHewlett Fdn,

THE ROADMAP TO A SOLUTION TO THE CHALLENGESINSTITUTIONALFUNDERSsupply $ & technical assistance formeaningful information

BENEFIC-IARIESare engaged& empoweredto providemeaningfulinformationInstitutional

Funders usea set of standardizedNP reports of meaningful information

BeneficIariesreceive feedback on how their meaningful information was utilized

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WHAT IS MEANINGFUL INFORMATION FOR MEASURING A CHARITY’S PERFORMANCE AND ACCOUNTABILITY?

RESULTSGOVERNANCE

FINANCIALHEALTH

How Does this fit into the Evolution of our Rating System?

• CN 1.0 – Financial HealthLaunched in 2002 with 1,100 charities

• CN 2.0 – GovernanceLaunched Sept 20, 2011 with 5,500 charities

• CN 3.0 – Results ReportingMethodology released and data collection begun Jan 2013, with a goal of 10,000 charities rated by end of 2016. 9

Dispelling the Myth:Charity Navigator’s Results Reporting

Requirements Are Not…• An assessment of your results• A comparison of your specific results or metrics against

other charities• A complex and lengthy set of metrics• An evaluation system that requires your organization to

meet all standards to get a high rating

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Results Reporting Is…• An assessment of how charities use their results internally

and share them with stakeholders, including donors• We are looking to see that you are reporting on results

measures, and showing how your organization learns and improves based on those measures (i.e. learning and improving over time is more important than a ‘snapshot’ of results)

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When Will This Impact Your Rating?

Not Anytime Soon!

• As we collect the data, we will present it for informational purposes.

• Will not impact star ratings until we have the data for 10,000 charities and have developed a scoring system.

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But, Don’t Wait.

NOW is the Time to Start

So your charity isn’t empty handed when Charity Navigator gets to the finish line.

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Results Reporting

1. Alignment of Mission, Solicitationsand Resources

2. Results Logic and Measures

3. Validators

4. Constituent Voice

5. Published Evaluation Reports 14

However, One Item Will Impact Your Rating Next Year

Element One: Alignment of Mission, Solicitations and Resources

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Example of Element 1: http://www.hcz.org/about-us/the-hcz-project

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Element Two: Results Logic and Measures

• Is the organization’s causal logic, theory of change, plausible?

• If applicable, is there an indication of how much of the action is required to produce the pre-defined outputs and outcomes?

• Is this logic based on reasonable evidence?• Are there specified measures (indicators) to be collected

and a plan to do so? 17

Example of Element 2: http://girlscoutsnca.org/programs/

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LEVEL ONE RESULTS REPORTING IS OUR PRIMARY FOCUS

NESTA: STANDARDSOF EVIDENCE

Element Three: Validators

• Have your charity’s results been vetted by another organization?

• Not every charity and cause area will have a validator. That will not diminish your rating.

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Example of Element 3:http://toptierevidence.org/

http://www.smartgivers.org/http://coanet.org/

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Element Four: Constituent Voice

• How well does your charity collect and publish feedback from your primary constituents (the people who are meant to be the direct recipients of benefits created by the organization’s actions.)

• May not apply to every cause area, but will apply to most.

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Example of Element 4:http://www.girlsontherun.org/What-We-Do/Evaluations

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Element Five: Published Evaluation Reports

• Does your charity publish evaluation reports that cover the results of its programs at least every five years?

• Are those reports based on recognized techniques to understand your results?

• Does you charity explain what, if anything, it is changing as a result of the findings in the evaluation report?

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Example of Element 5:https://www.davethomasfoundation.org/about-foster-care-

adoption/research/read-the-research/technical-report-1/

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How Can Your Charity do Well on Results

Reporting?

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1) Clearly Articulate Programs On 990

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2) Read up on our methodology

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3) Have a Registered Representative with usBenefits Suggest basic info updates: contact, mission, tag line

4-star charities: logos, promotional tools

Post a comment

Notify CN about improvements to A&T data

See our blog for more details & instructions on how to sign up http://goo.gl/2fI7RZ 29

4) Respond when you receive the survey

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5) Give us suggestions particular to your cause area

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6) Learn more with these resourcesBooks /Articles/ Studies

1. The Battle for the Soul of the Nonprofit Sector , Berger, Penna and Goldberg,

Philadelphia Social Innovation Journal

2. Money Well Spent by Paul Brest, et. Al

3. Working Hard and Working Well, by David E. K. Hunter

4. Billions of Drops in Millions of Buckets by Goldberg

5. Leap of Reason by Mario Marino

6. The Nonprofit Outcome Toolbox by Dr. Robert Penna

7. Charity Navigator’s webinar on how to use our site

8. Saving Philanthropy Video

9. Independent Sector’s Charting Impact

10. PerformWell Web Site

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A DREAM THAT YOU CAN PLAY A ROLE IN MAKING A REALITY

RESULTS STATEMENTS,

TODAY TOMORROW?????

Email: kberger@charitynavigator.org

Blogs:

www.kenscommentary.org

blog.charitynavigator.org

Twitter: kenscommentary

LinkedIn: http://lnkd.in/jKeK5U

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