Charity Navigator has developed a new rating dimension - called Results Reporting - that specifically examines how well charities report on their results. In this webinar, we explain why Charity Navigator developed Results Reporting metrics, introduce the new methodology and explain our process for implementation.

2. 2
Introduction to Results Reporting
Today’s Presenters
Ken Berger
President & CEO
Leonie Giles
Senior Program Analyst
Dr. Robert M. Penna
International Coordinator and
Consultant for Charity
Navigator
Author of The Nonprofit
Outcomes Toolbox
Sandra Miniutti
Vice President, Marketing &
CFO

3. Charity Navigator
To help charitable givers/ social
investors make intelligent giving
decisions.
To educate donors and
policymakers.
To drive more funding to high
performing nonprofits.
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4. Three Dimensions for Wise Charitable Giving / Social Investment Decisions
1) Financial Health
2) Accountability & Transparency (especially governance practices)
3) Results Reporting:
Outcome focused measures of performance on
results are the most important factors indicating if
charities are meeting their mission.
The core reason they exist!
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Why Are We Adding Results
Reporting Metrics?

5. Why Results?
 Results (impact, outcomes,
effectiveness, etc.) are becoming the
critical indicator of the sector’s
success or failure.
 An increasing number of donors are
asking for them
 Having them will put your organization
in a better position to have the
effectiveness you desire and the
funding you require.
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6. Rita Soronen, CEO of the Dave Thomas
Foundation for Adoption,
Explains Why Measuring Results is Important

7. How Does this fit into the Evolution
of our Rating System?
 CN 1.0 – Financial Accountability
Launched in 2002 with 1,100 charities
 CN 2.0 – Organizational Accountability
Launched Sept 20, 2011 with 5,500
charities
 CN 3.0 – Mission Accountability
Methodology released and data collection
begun Jan 2013, with a goal of 10,000
charities rated by end of 2016.
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8. Dispelling the Myth:
Charity Navigator’s Results Reporting
Requirements Are Not…
 An assessment of the quality 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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9. Results Reporting Is…
 An assessment of how charities come to know, use, and
share their results with stakeholders, including donors
 We are looking to see that you are reporting on
demonstrably important 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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10. Results Reporting CN 3.0 =
Mission Accountability
1. Alignment of Mission,
Solicitations
and Resources
2. Results Logic and Measures
3. Validators
4. Constituent Voice
5. Published Evaluation Reports
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11. 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.
 Our target is end of 2016 should adequate funding get us to
scale by then.
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12. 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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13. However, One Item Will Impact
Your Rating Next Year
Element One:
Alignment of Mission, Solicitations and
Resources
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14. Example of Element 1
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15. Element Two:
Results Logic and Measures
 Is the organization’s causal logic, its theory of change,
plausible?
 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?
 This is a key element. If you get this one right, then you are
already above standard.
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16. Example of Element 2
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17. 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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18. Example of Element 3
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19. 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 areas, but will apply
to most.
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20. Example of Element 4
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21. 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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22. Example of Element 5
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23. How Can Your
Charity do Well
on Results
Reporting?
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24. 1) Clearly Articulate Programs On 990

25. 2) Read up on our methodology
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26. 3) Registered Representative
Benefits
 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
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27. 4) Respond when you receive the survey

28. 5) Give us suggestions particular to your cause area

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6) Learn more with these resources
Books /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
9. Independent Sector’s Charting Impact
10. PerformWell

30. Q & A
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31. For Additional Questions or
Suggestions
Contact us at
results_reporting@charitynavigator.org
For Attending!