Affiliate Survey

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* 1. Please select your giving circle from the dropdown menu. If you are a member of more than one circle, select the one with which you are most engaged.

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* 2. Please select the role that best describes your position at your giving circle:

Current or past president/chair

Current or past board member or committee leader

Current or past committee member

Member

Staff

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* 3. What are the key strengths or successes your giving circle celebrated in the past few years? (Please select all that apply)

Innovative programs and projects

Impactful grantmaking and support for local initiatives

Diverse and inclusive membership

Positive reputation and community recognition

Collaborative partnerships with other organizations

Robust volunteer involvement and support

Excellent communication and information sharing

Strong financial management and transparency

Effective community engagement and outreach

Other (please specify below)

Please use this space to elaborate on other strengths or share specific examples of what your giving circle does well.

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* 4. In your opinion, what are the most important challenges facing your giving circle?
Please select up to five.

Attracting, engaging, and retaining members

Attracting, engaging, and retaining committee members and organizational leaders

Developing a sustainable funding model

Educating members and/or the public about issues in philanthropy, the nonprofit sector, etc.

Collaborating with other funders and philanthropy-supporting organizations

Advancing equity in/through our grantmaking

Building stronger relationships with nonprofit partners

Strengthening our grantmaking in other ways (e.g., new grants, processes)

Increasing the total annual value of our grants

Developing a strategic plan

Improving internal and/or external communications

Advancing diversity, equity, and inclusion within our organization

Other (please specify)

Please use this space to describe other challenges your giving circle is facing, provide specific examples, or share additional thoughts.

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* 5. How valuable do you find the following types of resources in your work with your giving circle?

	Very valuable	Somewhat valuable	Not valuable	N/A
One-on-one or group calls with peer organizations	One-on-one or group calls with peer organizations Very valuable	One-on-one or group calls with peer organizations Somewhat valuable	One-on-one or group calls with peer organizations Not valuable	One-on-one or group calls with peer organizations N/A
Leadership training (e.g., on facilitation, communications)	Leadership training (e.g., on facilitation, communications) Very valuable	Leadership training (e.g., on facilitation, communications) Somewhat valuable	Leadership training (e.g., on facilitation, communications) Not valuable	Leadership training (e.g., on facilitation, communications) N/A
Online discussion forums, listservs, or groups	Online discussion forums, listservs, or groups Very valuable	Online discussion forums, listservs, or groups Somewhat valuable	Online discussion forums, listservs, or groups Not valuable	Online discussion forums, listservs, or groups N/A
Conferences and other in-person gatherings	Conferences and other in-person gatherings Very valuable	Conferences and other in-person gatherings Somewhat valuable	Conferences and other in-person gatherings Not valuable	Conferences and other in-person gatherings N/A
Materials created by other giving circles	Materials created by other giving circles Very valuable	Materials created by other giving circles Somewhat valuable	Materials created by other giving circles Not valuable	Materials created by other giving circles N/A
Webinars, podcasts, or workshops on philanthropy or community issues	Webinars, podcasts, or workshops on philanthropy or community issues Very valuable	Webinars, podcasts, or workshops on philanthropy or community issues Somewhat valuable	Webinars, podcasts, or workshops on philanthropy or community issues Not valuable	Webinars, podcasts, or workshops on philanthropy or community issues N/A
Articles, case studies, research reports, or other publications	Articles, case studies, research reports, or other publications Very valuable	Articles, case studies, research reports, or other publications Somewhat valuable	Articles, case studies, research reports, or other publications Not valuable	Articles, case studies, research reports, or other publications N/A
Templates or toolkits	Templates or toolkits Very valuable	Templates or toolkits Somewhat valuable	Templates or toolkits Not valuable	Templates or toolkits N/A

Please recommend resources that you have found particularly valuable, including types not listed above.

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* 6. As part of your work with your giving circle, do you use resources provided by the following organizations?

	Yes	No
Other giving circles	Other giving circles Yes	Other giving circles No
Philanthropy Together	Philanthropy Together Yes	Philanthropy Together No
Research or advocacy organizations (e.g., BoardSource, Women's Philanthropy Institute at the Lilly Family School of Philanthropy, Trust-Based Philanthropy Project)	Research or advocacy organizations (e.g., BoardSource, Women's Philanthropy Institute at the Lilly Family School of Philanthropy, Trust-Based Philanthropy Project) Yes	Research or advocacy organizations (e.g., BoardSource, Women's Philanthropy Institute at the Lilly Family School of Philanthropy, Trust-Based Philanthropy Project) No
Community foundation or other host organization	Community foundation or other host organization Yes	Community foundation or other host organization No
Impact100 Global	Impact100 Global Yes	Impact100 Global No
Other affinity-based funder networks (e.g., Amplifier, Community Investment Network, Latino Giving Circle Network, SVP)	Other affinity-based funder networks (e.g., Amplifier, Community Investment Network, Latino Giving Circle Network, SVP) Yes	Other affinity-based funder networks (e.g., Amplifier, Community Investment Network, Latino Giving Circle Network, SVP) No
Philanos	Philanos Yes	Philanos No

Please list organizations whose resources you have found particularly valuable, including groups not listed above.

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* 7. How do you learn about these resources? Please select up to three.

Communications from Philanos

Word of mouth

Google or other Internet search

Facebook/Instagram

Communications from my giving circle

Other (please specify)

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* 8. How valuable do you find Philanos resources overall?

Very valuable

Somewhat valuable

Not valuable

Affiliate Survey

Question Title

* 1. Please select your giving circle from the dropdown menu. If you are a member of more than one circle, select the one with which you are most engaged.

Question Title

* 2. Please select the role that best describes your position at your giving circle:

Question Title

* 3. What are the key strengths or successes your giving circle celebrated in the past few years? (Please select all that apply)

Question Title

* 4. In your opinion, what are the most important challenges facing your giving circle? Please select up to five.

Question Title

* 5. How valuable do you find the following types of resources in your work with your giving circle?

Question Title

* 6. As part of your work with your giving circle, do you use resources provided by the following organizations?

Question Title

* 7. How do you learn about these resources? Please select up to three.

Question Title

* 8. How valuable do you find Philanos resources overall?

* 4. In your opinion, what are the most important challenges facing your giving circle?
Please select up to five.