Learning and evaluation approach

Congratulations on your Point32Health Foundation grant award! The trust-based approach we take to grantmaking includes a learning and evaluation method. With this approach, we aim to

• Understand your organization’s impact on the communities you serve and/or the systems that serve them
• Learn how we show up as a collaborator and additional ways that we can support you
• Understand your organization’s successes and challenges
• Hear how Foundation funding helped advance your organization’s goals
• Stay in regular contact with your organization – through conversations, attending events, and reading newsletters/updates
• Do our homework before conversations with you to compile existing data (e.g., grant applications, news stories, annual reports) to reduce your educational burden.
• Learn what is working and not working, and to pivot to what is working – with respect to our work as a funder as well as your work in the community
• Share collective learnings and themes with the sector and with grantees to advance equity in aging and trust-based practices in philanthropy

Provide feedback about the Foundation’s trust-based practices

• When: within 1 month of grant award; again within 1 month of the grant ending.
  • For grants made in January, March or June 2025 please complete survey by July 25, 2025.
  • For grants made in September 2025, please complete survey by October 10, 2025.
  • For grants made in December 2025, please complete survey by January 16, 2026.
• Objective: learn how grantees experience the Foundation’s Trust-Based practices and approach.
• How: through a short anonymous survey or a 15-30 minute conversation with the Foundation’s strategic planning consultant, Melissa Oomer. If you prefer a conversation, please schedule time with Melissa. The Foundation team will send reminders to complete at the end of the grant as well.

Access the start of grant feedback survey

Access the end of grant feedback survey

 Join an annual learning conversation (for multi-year grants)

• When: annually, upon completion of each grant year (e.g, if your grant was paid in July, typically the learning conversation happens over the summer. If your grant was paid in December, typically your learning conversations happens in January or February).
• Objective: learn how your work is going, such as lessons learned and strategic questions you are exploring
• How: virtual conversation with the Point32Health Foundation community investments. The Foundation team will outreach to schedule about 1-2 months in advance. If you prefer to answer learning questions via a written report, please let the Foundation know upon outreach.

Sample questions for annual learning conversation

Join an end of grant impact conversation

• When: at grant completion. If your grant ends in June or December and you want to explore continued funding, please let the team know and we will schedule this end of grant conversation about 3 months prior to your current grant ending.
• Objective: understand the impact achieved over the grant duration, such as how the grant supported your organization’s goals, your impact on community and any systems-level changes influenced/achieved. We will also revisit the Foundation’s Trust-Based Philanthropy practices.
• How: conversation with the Point32Health Foundation team and strategic planning consultant. The Foundation team will outreach to schedule about 1-2 months in advance. If you prefer to answer end of grant questions via written report, you can let the Foundation know upon outreach  

Sample questions for end of grant impact conversation

(Illustrative of a 3-year grant)