Charity Effectiveness Policy
Charity Effectiveness Policy

Your Charity Effectiveness Policy:
Benefits & Sample Policy

Benefits of Establishing a Board Policy

Having a formal board-level policy about evaluating your charity’s effectiveness helps to ensure that your organization will do the following:

  • assess the success of efforts to achieve mission goals, in consultation with your board of directors, at least once every two years; and
  • make any needed adjustments in programs and operations to move forward more effectively.

Your charity’s assessment is primarily intended to be your own organization’s impact management tool. However, a completed evaluation can also serve as excellent source material for fundraising proposals and annual reports.

If your organization has completed a Charting Impact report and presented this in writing to your board for approval, this can help you to meet one of the two BBB Standards about charity effectiveness practices.

Sample Charity Effectiveness Policy

WHEREAS, ____________________________ (Charity/Foundation) board of directors seeks to establish a policy on effectiveness assessment to help ensure that the organization has defined, measurable goals and objectives in place to evaluate the success and impact of its program(s) in fulfilling these goals and objectives,

IT IS THEREFORE RESOLVED THAT the (Charity/Foundation) board of directors adopts the following policy:

1. At least once every two years, the (Charity/Foundation) will review its goals and objectives toward achieving its mission and will complete a performance and effectiveness assessment of its programs based on that review

2. Such an assessment will be conducted under the authority of the ________________ Committee of the Board.

3. The (Charity/Foundation) Board will receive a written report of this assessment:

(a) Describing the activities that the (Charity/Foundation) undertook in the prior two years to achieve its goals and objectives,
(b) Identifying the measures used to assess the (Charity/Foundation)’s effectiveness in achieving its goals and objectives,
(c) Analyzing the effectiveness of the (Charity/Foundation)’s programs in achieving the Foundation's goals and objectives,
(d) Recommending future actions the (Charity/Foundation) might take to increase effectiveness based on the findings.

4. At the conclusion of this process, the (Charity/Foundation)’s will revise the goals and objectives for the Foundation, as needed, for the upcoming term and will suggest means of measuring them.

This information is provided for educational purposes only and may not be regarded as legal advice.
Please consult your organization’s own counsel if legal information is needed.