According to edutopia.org, assessments are essential for determining whether or not goals have been met. And indeed, assessments are useful, not only for institutions, business companies, and corporations but also for nonprofit organizations and charities. So, if you are going to be conducting an assessment for your nonprofit organization and charity events, then it’s best that you make use of our charity assessment forms and templates to help you document and record your assessment details and results.

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FREE 10+ Charity Assessment Samples & Templates in MS Word | PDF

1. Trustee Self-Assessment Template

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Size: 135 KB

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2. Charity Risk Assessment Format Template

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Size: 156 KB

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3. Charity Assessment Governance Report

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Size: 2 MB

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4. Charity Risk Assessment Template

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Size: 424 KB

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5. Charities Assessment Template

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Size: 1 MB

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6. Charity Resilience Assessment Template

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Size: 1 MB

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7. Charity Equality Assessment Template

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Size: 1 MB

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8. Charity Event Risk Assessment

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Size: 469 KB

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9. Standard Charity Assessment Template

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Size: 583 KB

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10. Sample Regulatory Triage Assessment

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Size: 28 KB

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11. Formal Charity Risk Assessment

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Size: 22 KB

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How to Assess a Charity or Nonprofit Organization

There are a lot of varying types of assessments that nonprofits can perform to measure outcomes and improvements. But, regardless of the variety, assessing a nonprofit or a charity should be done with the following tips in mind:

1. Prepare All Needed Documents

First off, you need to know what documents you may need to conduct the assessment in your organization. The most important among them is the charity assessment form, along with the survey results, photos of the organization, and other paperwork that will serve as your basis for the assessment.

2. Get the Feedback and Opinions of the Rest of the Organization About the Subject of the Assessment

If you are going to be assessing a charity event or a charity project that you’ll be executing, then you must get the assessments and feedback of the rest of the project team. On the one hand, if you will be assessing your organization’s entirety, then getting the thoughts and observations of the other members will benefit your assessment.

3. Identify and Specify Thoroughly

Your assessments should have detailed and specific information and observations about your charity or nonprofit organization. This is to ensure that the readers of your assessment can understand and have a clear view of what the results of your assessments are. Also, you can use the completed assessment in the future as a reference or basis for the improvements and changes.

4. Make a Plan and Include It in the Charity Assessment Form

Action plans will be your nonprofit or charity organization’s guide as to how you can improve the organization. But, when making a plan, you should not forget to incorporate budget plan details and also to create a project proposal for the plan to be implemented. You can then proceed to submit the plan to the organization’s head or the officials who will be the ones to decide whether or not the action plans will be effective and efficient for the organization.

And lastly, consider making an electronic copy of the completed charity assessment. The electronic copy or softcopy of the form will allow you to have access to the assessment at any possible time, and anywhere you need it. Also, you can send it via anyone involved in the organization who can give a huge help in reading and interpreting what needs to be done after the assessment. That’s convenience and accessibility all in one!

What is in a charity assessment form?

A charity assessment form will contain entry fields for collecting the general information of the nonprofit or charity organization whom the assessment is directed to. And, it will also have tables and rating scales if the user of the assessment form prefers to use it as the main rating method. Aside from that, the form will also have sections and areas for the statements and final verdict of the assessing personnel about the assessments.

Can I use charity assessments to any sort of nonprofit organizations and events?

Yes, you can use charity assessments for any group or organization, events, and activities related to charity. You can even use the assessment form templates above for your own assessment process in determining which charity in your area will benefit more from your sponsorship or donation. Also, if you want to be a charity volunteer and want to choose your charity from the various nonprofits in your area, then you can use the assessment form too.

What are the common benefits of assessing my charity?

There are 3 main benefits of assessing any charity organization, including yours. The first and foremost is that it aids in organizational improvement. Second, it allows the organization to establish a well-rounded plan for future events, actions, and activities. And lastly, it serves as a way to enhance and bridge the communication between the involved parties of the assessment, such as the members, officials, and volunteers of the organization.

Can I request our charity’s sponsors and donors to answer the charity assessment forms?

Of course, you can request or ask the charity fundraising donors and sponsors to answer the charity assessment forms, for as long as the content and focus of the assessment relates to their charity sponsorship. Aside from being able to gain a clear view of how the sponsors see the charity, you’ll also be able to know which areas you need to update and enhance to cater to them better, and to have them retain their sponsorship.

Establishing and running charity organization can be tough work, but it can be done easier if all the involved people will aim for one goal, specifically to improve the organization. And, an effective way to do this is by assessing the charity organization, and getting the thoughts of everyone, be it negative or positive, for as long as it’s all honest and non-biased observations.

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