The Jewish Fund Grantee and Applicant Perception Survey May 13 2014 Joe Gaglio Principal Deloitte & Touche LLP

The Jewish FundGrantee and Applicant Perception SurveyMay 13 2014

Joe GaglioPrincipalDeloitte & Touche LLP

Copyright © 2013 Deloitte Development LLC. All rights reserved.2 Footer

We collected feedback from both grantees and applicants through an online survey and held in-person interviews with 5 grantees

About the online survey:• Questions tailored uniquely for grantees and applicants• Respondents understood that they could remain anonymous• Strong participation from both grantees and applicants• Survey focused on grantee and applicant perceptions across the following

domains:

Background

Relationshipwith TJF

Social ImpactGrant Application and

Administration Process

Our approach to gathering feedback


Strengths to build on:• All grantees view the relationship with TJF as a partnership• All grantees perceive that TJF understands and supports their mission and

vision• Grantees feel comfortable talking with TJF should problems arise• Site visits that include the board are welcomed and appreciated

Improvement opportunities:• Conduct more site visits

OutcomesGrantee relationship with TJF

Relationship Social ImpactGrant

Administration


Strengths to build on:• Responsiveness, communication and listening• Early assistance in the grant application process• In general the online application platform is viewed positively• Grantees appreciate the reduction in reporting requirements• The logic model is generally viewed as helpful in achieving higher quality grant

applications

Improvement opportunities:• Examine and modify communications to encourage dialogue with TJF early in

the application process and in the event of decline• Consider annual versus semi-annual funding commensurate with annual

reporting expectation• Improve user navigation and document upload processes in the online tool

OutcomesGrant application and administration process


Administration


Strengths to build on:• All grantees and nearly all applicants perceive that TJF understands the local

community in which their organization focuses• All grantees and most applicants agree that TJF has contributed to improving

the impact of services provided by non-profits through its grant making• Grantees appreciate and look forward to the annual meeting

Improvement opportunities:• Agencies want TJF to push them harder to innovate• Develop a periodic communication (e.g., newsletter) about programs TJF is

funding

OutcomesSocial impact


Administration

AppendixOnline survey responses


1. TJF understands my organization’s mission and vision

2. TJF is supportive of my organization’s mission and vision

3. I consider TJF a partner in achieving my organization’s mission and vision

4. If a problem arises in my organization, I feel comfortable about approaching TJF to discuss

5. TJF meets my expectations as a funder

6. How would my organization rate the involvement level of TJF?

7. My position in the organization is:

8. Which of the following best describes the pattern of your organization’s funding relationship with the Foundation?

Survey Overview

Relationship with TJF Grantees ApplicantsP

P

P

P

P

P

P

P



9. I consider TJF's staff responsive through the grant application process

10. TJF treated my organization fairly through the grant application process

11. TJF was actively involved in the development of my organization’s grant proposal

12. I felt pressure to modify my organization’s priorities in order to create a grant proposal that was likely to receive funding

13. The incorporation of a logic model helped my organization to think more critically about the project and create a better plan

14. Relative to other funders, the procedures and platform to apply for TJF funding was user friendly and I was able to effectively communicate with TJF throughout the application process

15. I understood I had the opportunity to learn the rationale for the decline of my application

16. I took the opportunity to learn the rationale for the decline of my application

Survey Overview

Grant Application and Administration Process Grantees ApplicantsP

P

P

P

P

P

P

P

P

P

P

P

P

P

P

P


17. TJF understands the field of service in which my organization focuses

18. TJF understands the local community in which my organization focuses

19. TJF has contributed to improving the impact of services provided by non-profits through its grant making.

20. TJF has previously invited all grantees to an educational forum. If you have attended please select the reason(s) why you attended.

21. Should TJF continue the educational and networking forums?

Survey Overview

Social Impact Grantees ApplicantsP

P

P

P

P

P

P

P

P

P

1. TJF understands my organization’s mission and vision

10

Disagree Somewhat disagree

Neutral Somewhat agree

Completely agree

0

10

20

30

40

50

60

70

80

90

Keytakeaway

100% of respondents agree that TJF understands their organization's mission and vision.

Grantees

2. TJF is supportive of my organization’s mission and vision

11



Completely agree

0

10

20

30

40

50

60

70

80

90

100

Keytakeaway

100% of respondents agree that TJF is supportive of their organization’s mission and vision.

Grantees

3. I consider TJF a partner in achieving my organization’s mission and vision

12



Completely agree

0

10

20

30

40

50

60

70

80

90

Keytakeaway

100% of respondents agree that TJF is a partner in achieving their organization’s mission and vision.

Grantees

4. If a problem arises in my organization, I feel comfortable about approaching TJF to discuss

13



Completely agree

0

10

20

30

40

50

60

70

Keytakeaway

A vast majority of respondents (more than 90%) agree that they are comfortable about approaching TJF to discuss.

Grantees

5. TJF meets my expectations as a funder

14



Completely agree

0

10

20

30

40

50

60

70

80

Keytakeaway

A vast majority of respondents (more than 90%) agree TJF meets their expectations as a funder.

Grantees

6. How would my organization rate the involvement level of TJF? (Please select all that apply)

15

01020304050607080

Grantees

7. My position in organization is:

16

Execu

tive

Direct

or/C

EO

Oth

er S

enior

Man

agem

ent

Projec

t Dire

ctor

Develo

pmen

t Dire

ctor

Oth

er D

evelo

pmen

t Sta

ff

Volunt

eer

Oth

er

05

101520253035404550

Keytakeaway

Nearly half of the respondents are Executive Directors or CEOs.

Grantees


17

0102030405060

Grantees

9. I consider TJF's staff responsive through the grant application process

18



Completely agree

0

10

20

30

40

50

60

70

80

90

100

Keytakeaway

50% of Applicants and nearly 90% of Grantees completely agree that TJF’s staff is responsive through the grant application process.

Applicants

Grantees

10. TJF treated my organization fairly through the grant application process

19



Completely agree

0

10

20

30

40

50

60

70

80

90

100

Keytakeaway

50% of Applicants and more than 90% of Grantees completely agree that TJF’s treated their organization fairly through the grant application process.

Applicants

Grantees

11. TJF was actively involved in the development of my organization’s grant proposal

20



Completely agree

0

5

10

15

20

25

30

35

40

45

50

Keytakeaway

About a third of Applicants and more than two thirds of Grantees agree that TJF’s was actively involved on the development of their grant proposal.

Applicants

Grantees

12. I felt pressure to modify my organization’s priorities in order to create a grant proposal that was likely to receive funding

21



Completely agree

0

10

20

30

40

50

60

70

Keytakeaway

50% of Applicants and more than two thirds of Grantees disagree that they felt pressure to modify their organization’s priorities in order to create a grant proposal that was likely to receive

funding .

Applicants

Grantees

13. The incorporation of a logic model helped my organization to think more critically about the project and create a better plan

22



Completely agree

0

10

20

30

40

50

60

70

80

Keytakeaway

More than two thirds of Applicants and about 60% of Grantees agree that the incorporation of a logic model helped their organization think more critically about the project and create a better plan.

Applicants

Grantees

23



Completely agree

0

10

20

30

40

50

60

70

80

Keytakeaway

About two thirds of Applicants and about 50% of Grantees completely agree that the procedures and platform to apply or TJF funding was user friendly.

Applicants

Grantees

14. Relative to other funders, the procedures and platform to apply for TJF funding was user friendly and I was able to effectively communicate with TJF throughout the application process

15. I understood I had the opportunity to learn the rationale for the decline of my application

24



Completely agree

0

5

10

15

20

25

30

35

Keytakeaway

A third of Applicants disagree that they understood they had the opportunity to learn the rationale for the decline of their application.

16. I took the opportunity to learn the rationale for the decline of my application

25



Completely agree

0

10

20

30

40

50

60

Keytakeaway

Half of the Applicants disagree that they took the opportunity to learn the rationale for the decline of their application.

17. TJF understands the field of service in which my organization focuses

26



Completely agree

0

10

20

30

40

50

60

70

80

Keytakeaway

A third of Applicants and more than two thirds of Grantees completely agree that TJF understands the field of service in which their organization focuses.

Applicants

Grantees

18. TJF understands the local community in which my organization focuses

27



Completely agree

0

10

20

30

40

50

60

70

80

Keytakeaway

100% of grantees and nearly all applicants perceive that TJF understands the local community in which their organization focuses.

Applicants

Grantees

19. TJF has contributed to improving the impact of services provided by non-profits through its grant making.

28



Completely agree

0

10

20

30

40

50

60

70

80

Keytakeaway

More than 80% of Applicants and 100% of Grantees agree that TJF has contributed to improving the impact of services provided by non-profits through its grant making.

Applicants

Grantees

20. TJF has previously invited all grantees to an educational forum. If you have attended please select the reason(s) why you attended.

29

0

10

20

30

40

50

Grantees

21. Should TJF continue the educational and networking forums?

30

Yes No0

10

20

30

40

50

60

70

80

90

100

Keytakeaway

Nearly all the respondents believe TJF should continue the educational and networking forums.

Grantees

Deloitte Contacts:

Joseph [email protected]

Preeti KuraneSenior [email protected]

Gabriela [email protected]

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Documents

The Jewish Fund Grantee and Applicant Perception Survey May 13 2014 Joe Gaglio Principal Deloitte & Touche LLP