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Assessment Rubric
Identifying Foundation Grant Opportunities: Foundation Directory Online
Skills Beginner Intermediate Advanced
1. Familiarity with
Foundation
Directory Online
interface and search
parameters
Identifies types of information
contained in Foundation Directory
Online; can access the Directory
home page and help page
Understands the definitions and
limitations of five primary search
parameters; accesses the 990
search screen
Understands the definitions and
limitations of five primary search
parameters and indices; understands
the parameters found on the 990
search screen; understands how
foundation type influences grant
activity
2. Ability to conduct
a search using five
primary search
parameters
Uses 1-2 search parameters to
identify potential foundation
funders; identifies funders based on
name of foundation and geographic
location
Uses 3-4 search parameters to
identify potential foundation
funders; identifies funders based
on name, location, and type of
foundation; sometimes uses
indices to fill search parameters
Regularly uses 4-5 search
parameters to identify potential
foundation funders; identifies
funders based on total assets, total
giving, and EIN; often uses indices
to fill search parameters
3. Ability to refine
basic search results
Sorts results in ascending or
descending order, and alphabetically
Sorts results based on total giving
and total assets; refines search
results based on geographic
location and type of foundation
Sorts results based on total giving
and total assets; refines search
results using indices; accesses prior
searches to narrow or expand search
results; use search results to access a
foundation’s 990 tax form for further
information
4. Ability to evaluate
suitability of
potential funders
using foundation
profile pages
Identifies a foundation’s purpose,
activities and fields of interest;
identifies foundation contact
information; assesses accuracy of
information based on date of last
update
Evaluates whether a foundation’s
activities and interests match with
funding need; understands basic
financial data and knows
definitions of grant related
terminology
Evaluates suitability of foundation
based on activities, interests, and
financial data; understands how
financial data relates to a
foundation’s grant making activities;
interprets data on 990 tax forms to
evaluate suitability of foundation

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Workshop Rubric

  • 1. Assessment Rubric Identifying Foundation Grant Opportunities: Foundation Directory Online Skills Beginner Intermediate Advanced 1. Familiarity with Foundation Directory Online interface and search parameters Identifies types of information contained in Foundation Directory Online; can access the Directory home page and help page Understands the definitions and limitations of five primary search parameters; accesses the 990 search screen Understands the definitions and limitations of five primary search parameters and indices; understands the parameters found on the 990 search screen; understands how foundation type influences grant activity 2. Ability to conduct a search using five primary search parameters Uses 1-2 search parameters to identify potential foundation funders; identifies funders based on name of foundation and geographic location Uses 3-4 search parameters to identify potential foundation funders; identifies funders based on name, location, and type of foundation; sometimes uses indices to fill search parameters Regularly uses 4-5 search parameters to identify potential foundation funders; identifies funders based on total assets, total giving, and EIN; often uses indices to fill search parameters 3. Ability to refine basic search results Sorts results in ascending or descending order, and alphabetically Sorts results based on total giving and total assets; refines search results based on geographic location and type of foundation Sorts results based on total giving and total assets; refines search results using indices; accesses prior searches to narrow or expand search results; use search results to access a foundation’s 990 tax form for further information 4. Ability to evaluate suitability of potential funders using foundation profile pages Identifies a foundation’s purpose, activities and fields of interest; identifies foundation contact information; assesses accuracy of information based on date of last update Evaluates whether a foundation’s activities and interests match with funding need; understands basic financial data and knows definitions of grant related terminology Evaluates suitability of foundation based on activities, interests, and financial data; understands how financial data relates to a foundation’s grant making activities; interprets data on 990 tax forms to evaluate suitability of foundation