Guidelines for Re-granting

Jan 1, 2013
In spring 2011 Grant Makers for Effective Organisations (GEO) surveyed all Oak Foundation programme staff and interviewed select staff from Oak and peer organisations to better understand re-granting practices. GEO summarised its findings into a report to Oak Foundation in August 2011. A panel of Oak staff used the report to draw up these guidelines.
These guidelines will help programme staff develop a re-granting project and establish the optimum re-granting relationship. The aim of these guidelines is not to prescribe a particular approach or structure for re-granting but to bring together the experience in re-granting of Oak programme staff and their peers in other foundations. Each section of the guide ends with examples, mostly from Oak Foundation's work, that illuminate the guidelines.
  • The type of relationship and the type of intermediary should be shaped by the purpose of the grant. Clarity about goals and objectives is fundamental to ensuring an appropriate structure, a positive relationship with the intermediary and ultimately the success of the project.
  • Efficiency may not be the primary purpose of a re-granting relationship. Many worthwhile regranting projects are time-consuming for programme staff.
  • If efficiency is the primary aim, re-granting may not be the only option. Consider other ways to manage a group of grants, such as using a consultant or employing staff directly.
  • Oak Foundation staff identified the three aspects of re-granting as particularly challenging: identifying a good intermediary partner, calculating overhead costs, assessing impact.
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