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For each pillar, please rate yourself from 1 to 5:
1 - Not yet considered
2 - Just getting started
3 - Made some progress
4 - At a fairly advanced stage
5 - Fully embedded

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* 1. We understand our mission and the impact we are trying to achieve

Below are some examples of how you might demonstrate this:

  • We have defined our mission as a charity
  • We involve everyone in the foundation in developing and implementing our mission
  • We allocate sufficient time and resources to review whether our mission remains fit for purpose

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* Why did you give yourself this score?

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* What actions are you planning in relation to this pillar?

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* 2. We think collaboratively to pursue impact and advance our learning

Below are some examples of how you might demonstrate this:

  • We consider the contribution that the foundation makes, and avoid simplistically appropriating the impact of those on the front line
  • We share our knowledge, processes and connections with others to enhance collective impact and reduce duplication
  • We recognise our role in wider systems, and how we relate to the external context

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* Why did you give yourself this score?

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* What actions are you planning in relation to this pillar?

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* 3. We identify and select funding practices that are most likely to fulfil our mission, and design our processes in accordance with our values

Below are some examples of how you might demonstrate this:

  • Everyone at the foundation has a deep understanding of the foundation’s vision, mission and values, and we have developed our funding practices and processes accordingly
  • We understand and clearly articulate what our causes and communities of interest are and design our approach to funding to best meet need
  • We are transparent and accountable about our funding processes and can explain our decisions to others
  • We have applied considerations of diversity, equity and inclusion to our funding practices and processes, enable diverse views to inform our decision-making and acknowledge our blind-spots and work to address them
  • We consider the whole funding ‘toolbox’ when identifying and selecting funding practices, and are cognisant of how our choice of tools complement and relate to the wider funding ecosystem

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* Why did you give yourself this score?

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* What actions are you planning in relation to this pillar?

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* 4. We seek to achieve positive impact beyond a financial contribution

Below are some examples of how you might demonstrate this:

  • We engage with our grantees and applicants to identify what non-financial support they need to maximise their impact
  • We regularly review the nature of the funding relationship, and the extent to which we are genuinely relational or transactional in our approach and think about supporting relationships between fundees for mutual benefit
  • We consider whether we are able to provide non-financial support or where we can signpost to other sources of support, and articulate these clearly
  • We recognise any power imbalance that exists between us and those we fund, and seek to minimise it

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* Why did you give yourself this score?

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* What actions are you planning in relation to this pillar?

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* 5. We are aware of the external context and our role in the wider ecosystem

Below are some examples of how you might demonstrate this:

  • We consider political, financial and social contexts in our strategic thinking
  • We are conscious of our blind-spots, and are informed by a variety of perspectives, including those with lived experience
  • We seek to identify others already working on similar areas, think collaboratively, and consider how we can add value rather than duplicate

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* Why did you give yourself this score?

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* What actions are you planning in relation to this pillar?

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* 6. We continually strengthen our governance, including diversity

Below are some examples of how you might demonstrate this:

  • We consider governance as a tool for delivering our mission, and a process that is evolutionary not fixed
  • We pursue the Charity Governance Code
  • We have a diverse trustee board and staff, both in terms of demographics and experience

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* Why did you give yourself this score?

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* What actions are you planning in relation to this pillar?

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* 7. We invest time and resources in understanding and defining DEI

Below are some examples of how you might demonstrate this:

  • We consider how DEI relates to our history, mission and current work
  • We have a clear understanding and competency in terms of our definition of DEI
  • We recognise that discrimination and unconscious bias might exist within our organisation and take steps to identify and tackle this
  • Everyone at the foundation receives training and support on DEI issues in order to enable them to carry out DEI practices in an effective and informed way

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* Why did you give yourself this score?

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* What actions are you planning in relation to this pillar?

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* 8. We make ourselves accountable to those we serve and support

Below are some examples of how you might demonstrate this:
  • We invite, seek and actively facilitate feedback from grantees and applicants about our practices
  • We consult our communities as part of strategic reviews and in development and delivery of grants programmes
  • We offer opportunities for challenge, feedback and appeals

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* Why did you give yourself this score?

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* What actions are you planning in relation to this pillar?

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* 9. We understand that responsibility for our investments sits with each and every member of our trustee board

Below are some examples of how you might demonstrate this:

  • We recognise that each and every trustee has equal responsibility for investments as a core function of charity governance
  • We empower trustees to participate in big picture discussions on investments and how the foundation’s investments relate to our wider goals
  • We ensure investment discussions are demystified and jargon-free

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* Why did you give yourself this score?

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* What actions are you planning in relation to this pillar?

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* 10. We understand the importance of transparency and engagement and articulate our approach

Below are some examples of how you might demonstrate this:

  • Everyone at the foundation has an understanding of its approach to transparency and how we seek to engage external stakeholders
  • We regularly review who our stakeholders are and seek to address their information requirements
  • We communicate our approach to transparency and engagement as an integral part of our mission and values

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* Why did you give yourself this score?

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* What actions are you planning in relation to this pillar?

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