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Why We Developed a More Flexible Approach Toward Grantees

– by Aaron Saxe, Jim Joseph Foundation, and Rebecca Shafron, Charles and Lynn Schusterman Family Philanthropies

March 23rd, 2023

Even before the onset of the COVID-19 pandemic, both of our organizations, Jim Joseph Foundation and Charles and Lynn Schusterman Family Philanthropies, had been taking gradual steps to improve our grantmaking processes. We were guided by a desire to serve as genuine partners to our grantees, emphasizing information and insights over process so that our grantees have more time to focus on implementing their missions.

Once the pandemic hit, it was clear that business as usual wasn’t going to work. Strict parameters around grant proposals, mid-grant reporting, payout structures and final grant reports were rigid, time consuming and ineffective for organizations that needed to be responding and adapting to the needs of their communities in real time.

After listening to grantees, learning from emerging practices in philanthropy and embracing opportunities for responsiveness, we eased some of the grant proposal and reporting requirements, streamlined our processes and increased the pace and scale of changes to support our grantees in continuing their work seamlessly. We also identified other areas where we could be flexible and enable grantees to devote more time to pursue their missions under challenging circumstances.

Aaron Saxe is a senior program officer at the Jim Joseph Foundation and Rebecca Shafron is a program officer for U.S. Jewish Grantmaking at Charles and Lynn Schusterman Family Philanthropies. 

Read the full article in eJewish Philanthropy