Family Giving Primer: Assessment and Learning, Identifying Methods to Measure Success

Overview

Effective philanthropy is a process of continual learning. An assessment plan will help you define and measure the progress of your partners, your strategy, and the governance and operations of your social impact vehicles. Find out how to create a robust learning agenda and assessment plan. 

This primer is the fifth in a series of seven about the Family Giving Lifecycle by the National Center for Family Philanthropy, comprising of seven inflection points and orients donors toward effective outcomes at each stage:

For more insights on assessment and learning, watch the short video.

Advisor Thinking