The Foundation’s social investing approach is intentional, thorough, thoughtful, and rigorous, as are expectations for our partners, particularly as we work toward achieving mutually agreed upon goals within a three-to-five-year timeframe. Our requirements help organizations/initiatives develop quarterly milestones to achieve outcomes they are seeking and also serve as progress monitoring tools to help organizations/initiatives stay on track to reach intended outcomes. The following documents/activities are required as a Tauck Family Foundation Investee:
1 Annual capacity building plan with SMART (Specific, Measurable, Achievable, Relevant, Timebound) goals.
2 Annual focus groups, held on a mutually agreeable day each spring, conducted by Foundation staff and involving staff from across the investee organization or initiative.
3 Annual Impact Capacity Self-Assessment (iCAT).
4 Quarterly 60-minute check-in meetings with key leadership staff to discuss progress toward capacity building goals.
5 Annual grant report, including the organization or initiative’s data dashboard, budget, 990 tax return, and audited financial statements.
6 Use of developmentally-appropriate, valid, and reliable formative social and emotional assessment tools.
7 Attendance at annual investee cohort gatherings (1-2 times/year).
