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Philanthropedia Custom Research for
                       Foundations
             An Introduction to GuideStar’s Custom
                                 Research product
INTRODUCTIONS
    Erinn Andrews, Senior Director of Nonprofit Strategy,GuideStar




    Jasmine Marrow, Manager of Philanthropedia Research, GuideStar




    Diana Hand, Senior Marketing Manager, GuideStar




2
AGENDA
An Introduction to Philanthropedia

The Value of Custom Research
Custom Research Product Details

Philanthropedia’s Work

Why This is a Vital Tool for Foundations
Q+A Session

Conclusion/Next Steps

 3
AGENDA
An Introduction to Philanthropedia

The Value of Custom Research
Custom Research Product Details

Philanthropedia’s Work

Why This is a Vital Tool for Foundations
Q+A Session

Conclusion/Next Steps

 4
ABOUT PHILANTHROPEDIA
        We find the best charities by harnessing the wisdom of
        thousands of experts.

        Philanthropedia’s mission is to improve nonprofit
        effectiveness by directing money to and facilitating
        discussion about expert recommended high-impact
        nonprofits.

       2009 - Philanthropedia officially incorporated as a 501(c)3
       April 2011 - Philanthropedia was acquired by GuideStar
        as an independent research division
    5
AGENDA
An Introduction to Philanthropedia

The Value of Custom Research
Custom Research Product Details

Philanthropedia’s Work

Why This is a Vital Tool for Foundations
Q+A Session

Conclusion/Next Steps

 6
CUSTOM RESEARCH = YOUR BACK OFFICE
                         YOU know the
                     information needed in
                        your community



     Leaving YOU more time to
                                        WE gather that
       connect with donors in
                                      information for you
          your community



                         YOU use that
                     information to benefit
                        your community


 7
DIGGING DEEPER
We focus on impact to augment other nonprofit data

Our research can uncover:
 Promising Start-Ups
 Lesser known organizations
 Areas for improvement




 8
TRUSTWORTHY RESULTS
       Administered by a neutral 3rd party
       Fueled by experts in the field
           Their collective reputations vet this research

        Who is considered an expert?
         Philanthropedia surveys look toward individuals with
         experience in the field like foundation professionals,
         researchers, and nonprofit senior staff. Our experts have an
         average of 8-20+ years of experience in their sector.




    9
AGENDA
An Introduction to Philanthropedia

The Value of Custom Research
Custom Research Product Details

Philanthropedia’s Work

Why This is a Vital Tool for Foundations
Q+A Session

Conclusion/Next Steps

 10
OUR 8-STEP PROCESS
1.    Identify a cause
2.    Conduct preliminary research with select experts
3.    Create an expert list
4.    Run first survey
5.    Call experts
6.    Run second survey
7.    Analyze data
8.    Share results




 11
THE CUSTOM RESEARCH PRODUCT
    2 - 4 social causes of your choosing
    10 - 20 expert identified high-impact nonprofits emerge
     for each cause
    Detailed information & analysis on what impact these
     nonprofits are having, why they’re so strong, and how they
     could improve
    Pricing: Starting at $20K for 2 causes, $25K for 3 causes,
     $30K for 4 causes




    12
AGENDA
An Introduction to Philanthropedia

The Value of Custom Research
Custom Research Product Details

Philanthropedia’s Work

Why This is a Vital Tool for Foundations
Q+A Session

Conclusion/Next Steps

 13
PHILANTHROPEDIA’S TRACK RECORD

To date, 2492 experts
have participated in our
research, providing
reviews on 452 top
nonprofits
across 30 causes.




 14
Minnesota Philanthropy Partners, a
              Custom Research Client
 Why We Chose Philanthropedia
“Minnesotans are generous people
                                                                Consortium of 1,600
and they seek information to help
                                                                affiliates across MN
them make smart decisions about
                                                                Anchored   by the Saint
which nonprofits to support.
                                                                Paul Foundation, Minnesota
Philanthropedia’s customized                                    Community Foundation, F.
                                                                R. Bigelow Foundation and
research gathers and analyzes experts’ opinions
                                                                Mardag Foundation
about nonprofits in Minnesota, giving donors the
                                                                Donor education services
opportunity to support their favorite causes with
                                                                includes Flagship
greater confidence that their funds are having a                publications, video series,
                                                                and online resources
positive impact.”       — Carleen Rhodes, President and CEO
                        of Minnesota Philanthropy Partners, a
                        custom research partner
                                                                Visit www.mnpartners.org
    15
EXAMPLES OF CUSTOM RESEARCH
MN Environment      178 Experts (with an average of 18 years of experience) reviewed
                    a total of 108 organizations and identified 18 outstanding
                    nonprofits

MN Workforce        100 Experts (with an average of 18 years of experience) reviewed
Development         a total of 101 organizations and identified 18 outstanding
                    nonprofits

MN Access to Arts 124 Experts (with an average of 18 years of experience) reviewed
& Culture         a total of 144 organizations and identified 18 outstanding
                    nonprofits

MN Access to        99 Experts (with an average of 10 years of experience) reviewed a
Healthy Food        total of 92 organizations and identified 15 outstanding nonprofits




 16
AGENDA
An Introduction to Philanthropedia

The Value of Custom Research
Custom Research Product Details

Philanthropedia’s Work

Why This is a Vital Tool for Foundations
Q+A Session

Conclusion/Next Steps

 17
A VITAL TOOL
    Impact is important to donors
      Money   for Good II

    Identifies various approaches to a single
     issue

    Offers choice




18
WAYS TO USE CUSTOM RESEARCH
    Discover details about a prospective cause area
    Use internally to influence programming decisions
    Provide details about a timely cause
    Share externally as a resource for others




    19
20
AGENDA
An Introduction to Philanthropedia

The Value of Custom Research
Custom Research Product Details

Philanthropedia’s Work

Why This is a Vital Tool for Foundations
Q+A Session

Conclusion/Next Steps

 21
AGENDA
An Introduction to Philanthropedia

The Value of Custom Research
Custom Research Product Details

Philanthropedia’s Work

Why This is a Vital Tool for Foundations
Q+A Session

Conclusion/Next Steps

 22
Thank you for your time
Contact information:

If you’re interested in learning more, please contact

                    Jasmine Marrow
              jasmine.marrow@guidestar.org
                      650-200-3705

              http://www.myphilanthropedia.org/


 23
Appendix




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GuideStar Webinar (09/20/12) – Philanthropedia Custom Research for Foundations

  • 1. Philanthropedia Custom Research for Foundations An Introduction to GuideStar’s Custom Research product
  • 2. INTRODUCTIONS Erinn Andrews, Senior Director of Nonprofit Strategy,GuideStar Jasmine Marrow, Manager of Philanthropedia Research, GuideStar Diana Hand, Senior Marketing Manager, GuideStar 2
  • 3. AGENDA An Introduction to Philanthropedia The Value of Custom Research Custom Research Product Details Philanthropedia’s Work Why This is a Vital Tool for Foundations Q+A Session Conclusion/Next Steps 3
  • 4. AGENDA An Introduction to Philanthropedia The Value of Custom Research Custom Research Product Details Philanthropedia’s Work Why This is a Vital Tool for Foundations Q+A Session Conclusion/Next Steps 4
  • 5. ABOUT PHILANTHROPEDIA We find the best charities by harnessing the wisdom of thousands of experts. Philanthropedia’s mission is to improve nonprofit effectiveness by directing money to and facilitating discussion about expert recommended high-impact nonprofits.  2009 - Philanthropedia officially incorporated as a 501(c)3  April 2011 - Philanthropedia was acquired by GuideStar as an independent research division 5
  • 6. AGENDA An Introduction to Philanthropedia The Value of Custom Research Custom Research Product Details Philanthropedia’s Work Why This is a Vital Tool for Foundations Q+A Session Conclusion/Next Steps 6
  • 7. CUSTOM RESEARCH = YOUR BACK OFFICE YOU know the information needed in your community Leaving YOU more time to WE gather that connect with donors in information for you your community YOU use that information to benefit your community 7
  • 8. DIGGING DEEPER We focus on impact to augment other nonprofit data Our research can uncover:  Promising Start-Ups  Lesser known organizations  Areas for improvement 8
  • 9. TRUSTWORTHY RESULTS  Administered by a neutral 3rd party  Fueled by experts in the field  Their collective reputations vet this research Who is considered an expert? Philanthropedia surveys look toward individuals with experience in the field like foundation professionals, researchers, and nonprofit senior staff. Our experts have an average of 8-20+ years of experience in their sector. 9
  • 10. AGENDA An Introduction to Philanthropedia The Value of Custom Research Custom Research Product Details Philanthropedia’s Work Why This is a Vital Tool for Foundations Q+A Session Conclusion/Next Steps 10
  • 11. OUR 8-STEP PROCESS 1. Identify a cause 2. Conduct preliminary research with select experts 3. Create an expert list 4. Run first survey 5. Call experts 6. Run second survey 7. Analyze data 8. Share results 11
  • 12. THE CUSTOM RESEARCH PRODUCT  2 - 4 social causes of your choosing  10 - 20 expert identified high-impact nonprofits emerge for each cause  Detailed information & analysis on what impact these nonprofits are having, why they’re so strong, and how they could improve  Pricing: Starting at $20K for 2 causes, $25K for 3 causes, $30K for 4 causes 12
  • 13. AGENDA An Introduction to Philanthropedia The Value of Custom Research Custom Research Product Details Philanthropedia’s Work Why This is a Vital Tool for Foundations Q+A Session Conclusion/Next Steps 13
  • 14. PHILANTHROPEDIA’S TRACK RECORD To date, 2492 experts have participated in our research, providing reviews on 452 top nonprofits across 30 causes. 14
  • 15. Minnesota Philanthropy Partners, a Custom Research Client Why We Chose Philanthropedia “Minnesotans are generous people Consortium of 1,600 and they seek information to help affiliates across MN them make smart decisions about Anchored by the Saint which nonprofits to support. Paul Foundation, Minnesota Philanthropedia’s customized Community Foundation, F. R. Bigelow Foundation and research gathers and analyzes experts’ opinions Mardag Foundation about nonprofits in Minnesota, giving donors the Donor education services opportunity to support their favorite causes with includes Flagship greater confidence that their funds are having a publications, video series, and online resources positive impact.” — Carleen Rhodes, President and CEO of Minnesota Philanthropy Partners, a custom research partner Visit www.mnpartners.org 15
  • 16. EXAMPLES OF CUSTOM RESEARCH MN Environment 178 Experts (with an average of 18 years of experience) reviewed a total of 108 organizations and identified 18 outstanding nonprofits MN Workforce 100 Experts (with an average of 18 years of experience) reviewed Development a total of 101 organizations and identified 18 outstanding nonprofits MN Access to Arts 124 Experts (with an average of 18 years of experience) reviewed & Culture a total of 144 organizations and identified 18 outstanding nonprofits MN Access to 99 Experts (with an average of 10 years of experience) reviewed a Healthy Food total of 92 organizations and identified 15 outstanding nonprofits 16
  • 17. AGENDA An Introduction to Philanthropedia The Value of Custom Research Custom Research Product Details Philanthropedia’s Work Why This is a Vital Tool for Foundations Q+A Session Conclusion/Next Steps 17
  • 18. A VITAL TOOL  Impact is important to donors  Money for Good II  Identifies various approaches to a single issue  Offers choice 18
  • 19. WAYS TO USE CUSTOM RESEARCH  Discover details about a prospective cause area  Use internally to influence programming decisions  Provide details about a timely cause  Share externally as a resource for others 19
  • 20. 20
  • 21. AGENDA An Introduction to Philanthropedia The Value of Custom Research Custom Research Product Details Philanthropedia’s Work Why This is a Vital Tool for Foundations Q+A Session Conclusion/Next Steps 21
  • 22. AGENDA An Introduction to Philanthropedia The Value of Custom Research Custom Research Product Details Philanthropedia’s Work Why This is a Vital Tool for Foundations Q+A Session Conclusion/Next Steps 22
  • 23. Thank you for your time Contact information: If you’re interested in learning more, please contact Jasmine Marrow jasmine.marrow@guidestar.org 650-200-3705 http://www.myphilanthropedia.org/ 23
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