The Landscape of Philanthropy
Overview
This presentation looks at key trends in philanthropy, focusing on global health and development funding. We'll explore changes in what donors care about, new funding models, and what successful organizations are doing.
Key Areas of Analysis
We'll look at how economic ups and downs affect giving, the growth of impact investing, and the influence of younger donors. We'll also see how digital tools and data are changing how donors engage and how impact is measured.
Global & U.S. Giving Trends
Overview
Analysis of philanthropic giving patterns shows dramatic shifts in response to global events and economic conditions over recent years.
Historical Timeline
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2020-2021: COVID-19 Surge
The pandemic triggered unprecedented levels of charitable funding worldwide. Global health philanthropy jumped 32% in 2021 over 2020 due to COVID response. Major foundations like Gates and Bloomberg committed over $1.5 billion to pandemic-related causes. Digital giving platforms saw a 175% increase in donations during this period.
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2021: Record U.S. Giving
Total charitable giving in the U.S. hit a record of over $480 billion as individuals, corporations, and foundations rallied in crisis. Individual donors contributed 67% of total giving, while foundation giving grew by 17%. Religious organizations remained the largest recipient category at $136 billion, followed by education at $71 billion.
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2022-2023: Slowing Growth
Giving growth slowed and in some cases reversed as the immediate crisis abated and economic factors put pressure on donors. U.S. giving in 2022 declined ~3.4% in inflation-adjusted terms. Small-dollar donations (under $100) saw the steepest decline at 13%. Rising inflation, market volatility, and recession fears contributed to donor hesitation. However, donor-advised funds continued to grow, reaching $234 billion in assets.
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2023: Shifting Sources
Individual giving declined 17% from prior year, while foundation and corporate giving slightly increased to fill some gap. Corporate giving rose 5% despite economic headwinds. Major foundations increased their payout rates to address ongoing needs. Mega-gifts ($450M+) became more concentrated among fewer donors. Digital and cryptocurrency donations showed significant volatility, reflecting broader market trends.
Key Implications
These trends highlight the dynamic nature of philanthropic giving and its responsiveness to external events, economic conditions, and changing donor preferences.
Global Philanthropy Landscape
Overview
The global philanthropic sector continues to evolve, with significant shifts in both traditional and emerging markets shaping giving patterns worldwide.
Traditional Philanthropic Powers
North America and Europe remain the dominant sources of philanthropic funds globally, accounting for over 70% of worldwide giving. The United States alone contributes nearly $500 billion annually in charitable giving, with private foundations like Gates and Ford Foundation leading major initiatives. European donors maintain strong presence through both individual and institutional giving, with particular focus on sustainable development goals.
Rising Philanthropic Forces
Growing philanthropic activity in Asia and the Middle East, with the rise of big donors in India, China, and Gulf states. Notable developments include Chinese tech billionaires establishing major foundations, Indian industrialists pledging significant portions of their wealth to charitable causes, and Gulf states creating sovereign wealth funds with humanitarian missions. These regions are increasingly focusing on local solutions and regional cooperation in addressing social challenges.
Global Events & Response Patterns
Events like the war in Ukraine prompted billions in humanitarian philanthropy from Western donors, potentially diverting resources from other global development areas. This shift has highlighted the need for balanced global giving strategies. Additionally, climate change initiatives are receiving increased attention, with cross-border collaborative efforts emerging to address environmental challenges. The COVID-19 pandemic has also reshaped giving priorities, emphasizing healthcare infrastructure and emergency response capabilities.
Future Implications
These evolving dynamics are creating new opportunities for collaboration while also presenting challenges in ensuring equitable distribution of philanthropic resources across global needs.
Impact Investing & Blended Finance
Market Size and Growth
The worldwide impact investing market is now estimated over $1 trillion (reaching $1.16–$1.57 trillion in assets under management). This represents a fivefold increase from 2018, driven by growing investor demand for sustainable and socially responsible investments.
Innovative Financing Mechanisms
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Blended Finance Structure
Donors, especially foundations and development agencies, are increasingly using blended finance models to mobilize private investment for development. These models typically use catalytic capital to reduce risk and enhance returns for private investors, resulting in a 4:1 average leverage ratio of private to public capital.
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New Financial Products
New financial instruments are emerging to facilitate impact investing, including green bonds, sustainability-linked loans, and outcome-based financing mechanisms. The green bond market alone surpassed $500 billion in annual issuance in 2023.
Key Growth Areas
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Environmental Focus
Climate-focused blended finance deals more than doubled from $5.6B in 2022 to $11.6B in 2023. This growth is particularly concentrated in renewable energy, sustainable agriculture, and climate adaptation projects in developing markets.
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Institutional Adoption
Major pension funds and insurance companies are increasingly allocating portions of their portfolios to impact investments, with 67% of institutional investors now incorporating ESG factors into their investment decisions.
Philanthropic Organizations and Impact Investing
The landscape of philanthropy is rapidly evolving as traditional boundaries between charitable giving and investment blur. This transformation is creating new opportunities while also introducing higher standards for impact measurement and accountability.
Evolution of Philanthropy

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Growth in Impact Investments
Organizations like GIIN report consistent double-digit growth, with impact investments now reaching hundreds of billions annually.

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Shift in Grantmaking
Traditional grantmakers are increasingly acting as impact investors, seeking both social and financial returns.

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New Funding Opportunities
Nonprofits are discovering innovative funding streams by structuring programs as investable opportunities.

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Higher Bar for Results
Impact investors demand rigorous measurement and proven scalability for continued support.
Impact on the Philanthropic Sector
This evolution in philanthropic funding represents a fundamental shift in how social change is financed. Traditional foundations are now exploring various forms of capital deployment, from grants to equity investments, seeking to maximize their impact through multiple channels.
The Rise of Sophisticated Measurement
The growth in impact investments has created a more sophisticated ecosystem where organizations must demonstrate both social impact and financial sustainability. This dual focus has led to improved measurement frameworks and more rigorous evaluation methods, ultimately benefiting the entire social sector.
Implications for Organizations
For nonprofits and social enterprises, this transformation presents both challenges and opportunities. While meeting investor requirements demands more sophisticated impact measurement and business planning, successful organizations can access significantly larger pools of capital to scale their solutions.
Data-Driven Giving & Effective Altruism
The Evolution of Modern Philanthropy
The philanthropy landscape has undergone a significant transformation in recent years, driven by a growing emphasis on measurable impact and evidence-based decision making. This shift represents a fundamental change in how donors approach charitable giving, moving from emotion-based decisions to data-informed strategies.
Key Developments in Data-Driven Philanthropy
Growth of Effective Altruism
The Effective Altruism (EA) movement has mainstreamed concepts like maximizing impact per dollar and focusing on evidence-backed interventions. This philosophy has gained significant traction in academic circles and among young professionals, with hundreds of EA groups now active across universities and cities worldwide. The movement's emphasis on rational analysis and quantifiable outcomes has revolutionized how many approach charitable giving.
Influence on High-Profile Philanthropists
Over the past three years, this trend became more visible as high-profile philanthropists (often from tech) embraced effective giving. Major donors like Dustin Moskovitz, Cari Tuna, and Sam Bankman-Fried (before his downfall) have championed this approach, collectively directing billions toward carefully vetted causes. Their public advocacy has helped legitimize and spread EA principles throughout the philanthropic sector.
Impact on Donation Patterns
Organizations like GiveWell tracked about $600 million in donations influenced to its top charities in 2022. This represents a dramatic increase from previous years, with more donors specifically citing impact evaluations and cost-effectiveness analyses in their giving decisions. The rise of donor-advised funds focused on effective giving has further accelerated this trend.
Focus on Cost-Effectiveness
Donors ask "where will my money save or improve the most lives?" and tend to fund interventions like malaria prevention, deworming, cash transfers, etc. This approach has led to increased funding for previously overlooked but highly effective interventions, particularly in global health and development. Organizations that can demonstrate clear impact metrics and cost-effectiveness ratios are increasingly favored by major donors.
Future Implications
This evolution in philanthropic thinking has profound implications for both donors and nonprofits. Organizations must now adapt to heightened expectations for impact measurement and transparency, while donors are increasingly equipped with sophisticated tools and frameworks to maximize their giving's impact. As this movement continues to grow, it promises to reshape the future of charitable giving toward ever-greater effectiveness and accountability.
Motivations and Evaluation
The Evolution of Modern Philanthropy
Modern philanthropy is increasingly driven by donors who want to see concrete evidence of their impact. This shift represents a fundamental change in how charitable giving is approached and measured.
Donor Survey Results
In a global survey of funders, about 76% cited "desire to influence social change" as a top motivation, and 69% conduct program evaluations to assess effectiveness. This indicates that demonstrating results is increasingly essential to attract and retain modern philanthropists.
Key Implications for Nonprofits
  • Organizations must develop robust evaluation frameworks to measure and communicate impact
  • Regular reporting and transparency about outcomes have become standard expectations
  • Data collection and analysis capabilities are now essential for fundraising success
Impact on Organizations
This evolution in donor expectations has created both challenges and opportunities. While smaller organizations may struggle to meet sophisticated measurement requirements, those that can effectively demonstrate impact often find themselves better positioned to secure long-term funding commitments and build sustainable donor relationships.
Restricted vs. Unrestricted Funding
Historical Context and Early Evolution
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Pre-2020
Historically, many donors – especially large institutions – restricted their grants, which can strain nonprofits' ability to cover operational costs or innovate. Studies showed that over 80% of foundation grants came with specific restrictions, forcing organizations to create complex project budgets and limiting their flexibility to respond to emerging needs.
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2019: Early Signs of Change
Progressive foundations began questioning traditional funding models, with the Ford Foundation and others pioneering increased general operating support. The Trust-Based Philanthropy Project launched, advocating for multi-year unrestricted funding.
Pandemic-Era Transformation
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2020: COVID-19 Impact
Hundreds of foundations signed pledges to loosen grant restrictions, recognizing the need for nonprofits to adapt quickly. Over 800 organizations joined the Council on Foundations' pledge to adopt more flexible funding practices. Many funders also simplified application and reporting requirements.
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2022: Shift to Unrestricted
About 30% of nonprofit grantees were receiving unrestricted funds, up from ~23% pre-2020. Major foundations like Ford, Hewlett, and Gates increased their unrestricted funding portfolios. Studies showed organizations with unrestricted funding were 50% more likely to maintain programs during crisis periods.
Major Developments and Future Outlook
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2019-2023: Mega-Gifts
MacKenzie Scott gave out more than $14 billion in no-strings-attached grants to thousands of organizations, a "trust-based" approach that many other donors are now considering. Her approach has influenced other major philanthropists to reconsider traditional restricted funding models.
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Looking Ahead: 2024 and Beyond
Industry leaders project unrestricted funding could reach 40% of total philanthropic giving by 2025, with growing evidence that flexible funding leads to greater impact and organizational sustainability.
This shift toward unrestricted funding represents a fundamental change in how philanthropy operates, moving from a control-oriented approach to one based on trust and partnership. Research increasingly shows that unrestricted funding enables nonprofits to invest in their infrastructure, respond to community needs more effectively, and achieve greater long-term impact.
Corporate ESG-Aligned Giving
Social Justice and Equity
Funding for social justice causes by corporations nearly doubled year-over-year in 2021, reaching $3.7B. Companies are investing in racial equity programs, gender equality initiatives, and LGBTQ+ inclusion efforts.
Climate and Environment
More companies are directing philanthropic capital to climate action and sustainability, with 67% of Fortune 500 companies now having specific environmental giving programs. This includes renewable energy projects, conservation efforts, and climate resilience initiatives.
Employee Engagement
Companies recognize that engaging employees in giving and volunteering boosts morale and aligns with corporate purpose. 85% of companies now offer matching gift programs, and volunteer hours have increased by 40% since 2019.
The Evolution of Corporate Giving
Corporate philanthropy in high-income countries has increasingly aligned with companies' broader ESG (Environmental, Social, Governance) strategies. Rather than acting as isolated charity arms, corporate foundations and CSR departments now often focus on issues that intersect with their industry or values, and that matter to employees, consumers, and investors.
Leading Examples in Action
Leading examples include Microsoft's $1B Climate Innovation Fund, Walmart's Center for Racial Equity, and Salesforce's 1-1-1 model of integrated corporate philanthropy. This strategic alignment helps companies create more meaningful impact while building stronger relationships with stakeholders. Studies show that companies with well-aligned ESG and philanthropic strategies outperform their peers in both social impact and financial returns.
Future Outlook
Looking ahead, experts predict this trend will accelerate, with more companies adopting integrated approaches that connect their giving to core business competencies and stakeholder priorities. This shift represents a fundamental evolution in corporate philanthropy from traditional charitable giving to strategic social investment.
Corporate Giving Trends
Growth in Corporate Investment
Median community investment by big companies in 2021 was ~$25.8 million, a growth of 20% over 2012 after adjusting for inflation. This indicates that despite economic ups and downs, corporate social investment has trended upward in the long run, embedding itself as a core part of corporate strategy.
Driving Factors
This steady increase reflects several key factors: growing stakeholder expectations for corporate citizenship, the rise of ESG (Environmental, Social, and Governance) considerations in business strategy, and mounting evidence that strong community engagement enhances brand value and customer loyalty.
Strategic Significance
Notably, this growth has remained resilient through various economic challenges, including the 2020 pandemic, suggesting that companies now view community investment as a strategic imperative rather than a discretionary expense. The trend also shows that companies are taking a more systematic approach to their social impact, moving beyond traditional philanthropy to integrate community investment into their core business models.
Technology & AI in Philanthropy
Overview
The philanthropic sector is undergoing a digital transformation, with new technologies reshaping how people give and how organizations operate. These innovations are making giving more accessible, transparent, and data-driven than ever before.
Key Technology Trends
Online Giving
In 2022, about 12% of all charitable donations in the U.S. were made online, a proportion that has steadily risen. This represents over $47 billion in online contributions, with a 40% increase in recurring online donations since 2019. Major giving platforms report that the average online donation has increased to $204.
Mobile Giving
75%+ of young donors (Gen Z and Millennials) give through online platforms and smartphones. Mobile-responsive donation pages see 34% more contributions than non-responsive ones. Text-to-give campaigns have become particularly effective during disaster relief efforts, with some organizations raising millions through mobile giving in hours.
AI and Data Analytics
Nonprofits are adopting AI tools to analyze donor data and improve fundraising strategy. Machine learning algorithms now predict donor behavior with 85% accuracy, while AI-powered chatbots handle 45% of routine donor inquiries. Advanced analytics help organizations identify potential major donors and personalize engagement strategies.
Blockchain
Blockchain technology has been tested for transparency in donations, ensuring end-to-end tracking of funds. Over 100 major nonprofits now accept cryptocurrency donations, with crypto giving increasing by 1,558% between 2020 and 2021. Smart contracts are being used to automatically distribute funds when specific charitable goals are met.
Future Impact
As these technologies continue to evolve, they're not just changing how people give – they're transforming how nonprofits operate, measure impact, and engage with donors. Organizations that embrace these digital tools are seeing improved donor retention rates and more efficient operation costs.
Global Health Funding Shifts
Current State of Global Health Aid
When excluding COVID funding, health aid from major donors fell to a 13-year low in 2021. By 2023, donors like the US, UK, Germany had not returned to 2019 levels of general health aid. This trend is concerning for global health advocates, as other health issues like immunizations, disease prevention, and health system strengthening need consistent support.
Reasons for the Decline
Several factors contributed to this decline in non-COVID health funding. Economic pressures from the pandemic forced many countries to redirect resources, while the intense focus on COVID-19 response drew attention and funds away from other health initiatives. Additionally, some donor countries faced domestic political pressure to reduce foreign aid spending during times of economic uncertainty.
Impact on Global Health Programs
The impact of this funding decrease has been significant. Routine vaccination programs in developing countries have seen reduced coverage, potentially leaving millions of children vulnerable to preventable diseases. HIV/AIDS prevention programs, maternal health services, and malaria control efforts have also faced cutbacks. Health system infrastructure projects, critical for long-term resilience, have been delayed or scaled back.
Future Outlook
Looking ahead, experts warn that without a return to pre-2019 funding levels, progress on global health goals could be severely compromised. The slight uptick in 2022-2023 is encouraging but insufficient to address the growing backlog of health needs in recipient countries. This situation underscores the importance of sustainable, long-term commitment to global health funding, even during times of crisis.
Climate Change and Environment Funding
20%
Growth in 2023
Climate-related giving grew ~20% in 2023, outpacing general philanthropy growth.
$4.8B
Record Funding
Foundation funding for climate mitigation hit a record $4.8B in 2023, nearly triple what it was in 2019.
2%
Total Philanthropy
Despite the surge, climate philanthropy is still under 2% of total philanthropic giving.
Current Funding Landscape
This unprecedented growth in climate funding reflects mounting global concern about environmental challenges. Major foundations and donors are increasingly prioritizing climate action, with particular focus on renewable energy transitions, forest conservation, and climate-resilient agriculture.
Priority Investment Areas
  • Clean technology innovation and deployment
  • Community-based climate adaptation projects
  • Policy advocacy and research initiatives
  • Environmental justice programs in vulnerable communities
Funding Gap Analysis
However, experts argue that even this record-breaking funding falls short of what's needed to address the climate crisis effectively. The 2% share of total philanthropic giving highlights a significant opportunity for growth, especially considering that climate change impacts virtually every aspect of human development and environmental sustainability.
Economic Development and Poverty Alleviation
The Evolution of Global Poverty Reduction
Global efforts to reduce poverty have evolved significantly in recent years, with new approaches showing promising results in creating sustainable economic growth and improving living standards in developing regions.
Key Strategic Approaches
Cash Transfer Programs
Cash transfer programs gained credibility, boosted by organizations like GiveDirectly and positive research results. Studies show that direct cash transfers lead to increased earnings, better nutrition, and improved educational outcomes. In Kenya alone, mobile money transfers have helped lift nearly 200,000 households out of extreme poverty.
Impact Investing
Many impact funds target microfinance, social enterprises, and job creation in emerging markets. The sector has grown to over $2.3 trillion globally, with particular success in supporting women entrepreneurs and sustainable agriculture projects. Innovative financing models combine philanthropic capital with commercial investment to create scalable solutions.
Post-Pandemic Focus
Donors are looking at longer-term economic recovery – funding entrepreneurs, vocational training, and social safety nets in low-income regions. New initiatives emphasize digital skills training, remote work opportunities, and resilient supply chains. Programs now increasingly incorporate climate adaptation strategies to ensure sustainable development.
Localization
International donors are directing more funds to local organizations in developing countries, rather than only large global NGOs. This shift has improved program effectiveness by leveraging local knowledge and networks. Community-led initiatives show 30% better outcomes in project sustainability and stakeholder engagement.
Future Outlook
These evolving approaches to economic development reflect a growing understanding that poverty alleviation requires multiple, complementary strategies. Success depends on combining immediate assistance with long-term capacity building, while ensuring local communities lead their own development journey.
Education Funding Trends
Overview
The educational philanthropy landscape has undergone significant transformation in recent years, influenced by technological advancement, global challenges, and shifting corporate priorities. Understanding these changes is crucial for organizations seeking funding in the education sector.
Key Trends in Educational Philanthropy

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Corporate Shift
Some corporate funders shifted away from broad education philanthropy towards specific STEM initiatives. This reflects both workforce needs and the growing emphasis on digital literacy and technical skills in the modern economy.
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Focus Areas
Early childhood education and girls' education have been popular among certain foundations. These programs show measurable impact on long-term development outcomes and economic participation, particularly in developing regions.
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COVID Impact
COVID caused setbacks in schooling worldwide that now require attention. Learning losses, digital divide issues, and mental health challenges have created new priorities for education funders.
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Holistic Approach
Donors increasingly link education outcomes with health and economic outcomes. This integrated approach recognizes that educational success depends on addressing multiple aspects of student wellbeing.
Recent Data and Future Outlook
The prevalence of education as a corporate philanthropic focus dropped by 24% from 2020 to 2021, as companies refocused on STEM and talent development programs. This shift reflects a broader trend toward targeted investment in technical education and workforce development.
Looking ahead, successful education initiatives will likely need to demonstrate clear alignment with workforce needs, technological advancement, and measurable social impact. Organizations seeking funding should consider how their programs address these evolving priorities while maintaining focus on core educational outcomes.
Competitive Benchmarking: Similar Nonprofits & Their Fundraising Strategies
Overview
In this section, we'll examine peers like GiveDirectly, GiveWell's top-rated charities, and other global development NGOs to gain insight into effective fundraising and donor engagement strategies.
Digital Fundraising Excellence
Leading organizations have embraced digital platforms for donor engagement, with most seeing 60-70% of donations coming through online channels. They effectively use impact storytelling, data visualization, and regular impact updates to maintain donor interest.
Building Trust Through Transparency
Top performers like GiveWell's recommended charities publish detailed financial reports, impact metrics, and strategic plans. This level of transparency has been shown to increase donor trust and long-term engagement.
Strategic Donor Relations
Successful organizations have developed tiered engagement models, from small monthly donors to major philanthropists. They provide personalized impact reports, exclusive updates, and direct access to program staff based on giving levels.
Implementation Insights
By studying these approaches, we can identify best practices for donor communication, impact reporting, and relationship building that could enhance our own fundraising effectiveness.
Our Position in Global Development
Strategic Context
Understanding our position within the broader landscape of global development organizations is crucial for strategic planning and growth. Through careful analysis of peer organizations, we can identify best practices, opportunities for collaboration, and areas for improvement.
Evidence Based & Global Health Players
Evidence Action operates in a space with other global health and poverty-focused nonprofits, including those known for cost-effectiveness and evidence-based programs. Organizations like the Against Malaria Foundation and Helen Keller International share our commitment to rigorous evaluation and measurable impact. This positioning allows us to learn from and contribute to a community of practice dedicated to evidence-based interventions.
Leading Organizations in Our Space
GiveDirectly, GiveWell's top-rated charities, and other global development NGOs provide insight into effective fundraising and donor engagement strategies. These organizations have pioneered innovative approaches to transparency, donor communication, and impact reporting. For example, GiveWell's detailed charity evaluations have set new standards for transparency, while GiveDirectly's direct cash transfer model has revolutionized thinking about aid effectiveness.
Program Areas & Interventions
These organizations often work in areas like direct cash transfers, health interventions, and poverty alleviation programs. The diversity of approaches includes deworming initiatives (Deworm the World Initiative), malaria prevention (Against Malaria Foundation), nutrition programs (Helen Keller International), and economic empowerment (GiveDirectly). This variety creates opportunities for learning across sectors while maintaining focus on evidence-based approaches to poverty reduction.
Strategic Value
By studying these peer organizations, we can identify successful strategies, avoid common pitfalls, and develop more effective approaches to achieving our mission. This benchmarking process helps us remain competitive while fostering collaboration within the global development community.
GiveDirectly: Fundraising Approach
Core Brand Strategy
GiveDirectly has built its brand on direct impact and rigorous evidence. It appeals to donors by emphasizing that their money goes straight to recipients, creating a tangible one-to-one connection. Their transparent approach shows exactly how donations are used, with detailed breakdowns of transfer amounts and operational costs. This clarity has helped build trust with donors who want to see their contributions make an immediate difference.
Research and Impact Validation
Many donors were drawn by research showing cash transfers work. GiveDirectly leverages that by sharing success stories of recipients alongside RCT evidence. They regularly publish impact evaluations and academic studies that validate their approach. Their commitment to evidence extends to long-term follow-ups with recipients, providing donors with concrete data about how their contributions create lasting change in communities.
Digital Strategy and Donor Experience
GiveDirectly recognized the need for strong marketing and user experience. It ran A/B tests on its website and donation forms to improve conversion. They've invested in making the donation process seamless and engaging, with features like real-time impact calculators and mobile-optimized giving pages. Their digital strategy includes regular donor updates and a robust social media presence to maintain engagement.
Overall Impact and Success
This multi-faceted fundraising approach has helped GiveDirectly scale significantly, attracting both individual donors and major institutional funders. Their success demonstrates how combining rigorous evidence with effective communication and user-friendly systems can build a sustainable funding base for direct cash transfer programs.
GiveWell Top Charities: Fundraising Strategies
Building Trust Through External Validation
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Leveraging GiveWell's Reputation
These organizations attract funding by meeting third-party cost-effectiveness criteria. Their fundraising often piggybacks on GiveWell's recommendations. Organizations like Against Malaria Foundation and Helen Keller International prominently feature their GiveWell "Top Charity" status on their websites and materials. This external validation helps build trust with sophisticated donors who value rigorous evaluation.
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Open Communication and Data Sharing
They maintain high transparency – publishing detailed reports on how funds are used, inventories of net distributions, and independent audit/evaluation results. For example, many publish quarterly updates, maintain public GitHub repositories of their data, and share both successful and failed program attempts. This level of openness has become a cornerstone of their donor communication strategy and helps maintain long-term supporter relationships.
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Strategic Timing of Fundraising
They engage in targeted appeals during GiveWell's annual giving season, knowing many donors are allocating year-end gifts based on those recommendations. These organizations often coordinate their messaging with GiveWell's evaluation cycle, preparing special campaign materials and impact reports for November-December. Some also participate in matching campaigns during this period to maximize donor engagement and capitalize on tax-motivated year-end giving.
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Cost-Effective Operations
Many of these orgs emphasize low admin costs and a lean operation, appealing to donors who want funds to go mostly to programming. They regularly publish overhead ratios and operational costs, highlighting their efficient use of resources. Some organizations even have separate funding streams for administrative costs, allowing them to promise donors that 100% of their contributions go directly to program work. This approach particularly resonates with donors influenced by effective altruism principles.
Other Global Development Nonprofits: Fundraising Approaches
Overview
These organizations have developed unique and effective approaches to fundraising that set them apart in the global development space.
One Acre Fund: Sustainable Hybrid Model
Blends nonprofit model with revenue component, creating a sustainable hybrid approach. Appeals to donors by showing high ROI in terms of increased farmer income per dollar donated. Their model demonstrates that every $1 donated generates $4 in additional income for farmers. They particularly attract impact-focused donors who appreciate their rigorous metrics and sustainable approach to poverty alleviation.
BRAC and Pratham: Research-Driven Scale
Emphasize research and development of solutions which they then scale nationally. Their fundraising success stems from demonstrating proven impact through rigorous research and evaluation. Partner with governments to achieve scale, which appeals to institutional donors seeking systemic change. Their approach of developing and testing solutions locally before scaling has made them particularly attractive to major philanthropic foundations and development agencies.
Charity: water: 100% Model Innovation
Revolutionized donor engagement with its 100% model – every public donation goes to water projects, and a separate donor pool covers overhead. This innovative approach has transformed how donors think about administrative costs. They combine this with powerful storytelling and digital marketing to engage younger donors, while maintaining transparency through real-time project tracking and regular impact updates.
Large NGOs: Multi-Channel Fundraising
Organizations like Save the Children and World Vision raise funds at scale through direct marketing and institutional grants. They leverage their global brand recognition and extensive networks to secure both individual and corporate donations. Their fundraising success relies on combining emotional appeals with demonstrated long-term impact, while maintaining strong relationships with institutional donors and implementing sophisticated donor retention strategies.
Donor Engagement Strategies of Successful Orgs
Clear Value Propositions That Resonate
Each successful nonprofit has a clear, simple value prop for donors. This helps in marketing communications, especially for small-dollar donors. The most effective organizations distill complex programs into memorable hooks - like GiveDirectly's "direct cash transfers to the poor" or Against Malaria Foundation's "$2 per net saves lives." These simple propositions make it easy for donors to understand and communicate the impact of their giving.
Emotional Storytelling Meets Data
Even evidence-based charities use emotional storytelling to complement data. Successful fundraisers often start with a story and then show the data. Organizations like Charity: water masterfully insert personal stories of water-scarce communities but lack rigorous evidence.
Building Trust Through Dual Communication
This dual approach helps donors feel emotionally connected while being confident their money is well-spent. The most successful campaigns often feature both individual transformation stories and broader population-level impact data.
Transparency in Action
Top nonprofits provide donors with regular, transparent reporting. Many send annual impact reports, frequent email newsletters, and even data dashboards. Leaders in this space like GiveWell and charity: water have pioneered new approaches - from interactive impact maps to real-time project tracking.
Donor-Centric Reporting Systems
Some organizations now offer donor portals where supporters can log in to see exactly how their donations were used. This radical transparency builds trust and encourages long-term donor relationships by showing exactly how funds translate into impact.
Unique Value Propositions of Successful Nonprofits
GiveDirectly
"Send money directly to the extreme poor, with evidence it works." Focuses on transparency and proven impact through rigorous studies showing improved outcomes in health, education, and economic well-being.
Against Malaria Foundation
"Your $2 buys a net that could save a life." Emphasizes concrete impact with a specific dollar amount, making the value proposition immediately clear and actionable for donors.
Charity: water
"100% of your donation funds clean water, see exactly where it goes." Combines radical transparency with technology to show donors their exact impact, including GPS coordinates of wells.
Room to Read
"$50 keeps a girl in school for a year." Links specific donation amounts to tangible educational outcomes, making complex interventions easy to understand and support.
Feeding America
"Every $1 donated helps provide at least 10 meals." Uses a clear multiplier effect to demonstrate how small donations create significant impact through their efficient food distribution network.
The Power of Simplification
Evidence Action's peers often boil down complex programs into a concrete hook for donors. This helps in marketing communications, especially for small-dollar donors.
Keys to Success
The most successful organizations have mastered the art of distilling their complex work into simple, memorable value propositions that clearly communicate impact.
Amplifying Impact
These clear value propositions not only drive individual giving but also help create powerful word-of-mouth marketing as supporters can easily explain the organization's work to others.
Combining Head and Heart in Fundraising
The Evolution of Modern Fundraising
Modern nonprofit fundraising has evolved beyond simple appeals for donations. The most effective organizations have mastered the art of balancing emotional resonance with data-driven credibility.
The Power of Personal Stories
Even evidence-based charities use emotional storytelling to complement data. For instance, GiveDirectly shares profiles of recipients and their life changes, not just efficiency stats.
Video and Narrative Impact
Successful organizations like Charity: water use powerful video content and personal narratives to show the human impact of clean water access. They connect donors directly to beneficiaries through updates and personal stories, making the impact tangible and memorable.
Story First, Data Second
Successful fundraisers often start with a story (to engage empathy) and then show the data (to reinforce that it's a smart giving choice).
The Dual Impact Approach
Organizations like the Against Malaria Foundation masterfully combine compelling stories of families protected from malaria with robust cost-effectiveness data. This dual approach satisfies both emotional and analytical donors, showing both the human impact and the mathematical efficiency of their interventions.
Tailored Communication Strategies
They segment communications – some donors get the in-depth impact research, while others get human-interest stories and high-level impact numbers.
Customized Donor Engagement
For example, major foundations might receive detailed randomized controlled trial results and cost-benefit analyses, while individual donors get engaging newsletters with beneficiary stories and simplified impact metrics. This tailored approach ensures each audience receives information in the most relevant and compelling format.
The Key to Success
The key to modern fundraising success lies in this sophisticated blend of emotional appeal and evidence-based impact. Organizations that master this balance are better positioned to build lasting donor relationships and achieve sustainable funding for their missions.
Transparency and Reporting in Nonprofit Fundraising
Modern Donor Expectations
Modern donors expect detailed insights into how their contributions create impact. Leading nonprofits have developed comprehensive reporting strategies to build trust and maintain strong donor relationships.
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Regular Updates
Top nonprofits provide donors with regular, transparent reporting on both successes and challenges. These updates typically include financial breakdowns, project milestones, and specific examples of impact. Organizations like charity:water send automated project updates when wells are completed.
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Annual Impact Reports
Many send annual impact reports detailing how funds were used and what results were achieved. These comprehensive documents include financial statements, program outcomes, beneficiary stories, and future strategic plans. The best reports balance detailed metrics with compelling storytelling to engage different donor segments.
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Frequent Newsletters
Email newsletters keep donors informed about ongoing projects and achievements. These communications mix project updates, beneficiary stories, and volunteer opportunities. Effective newsletters maintain engagement between major reports and often include calls to action for additional support or involvement.
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Data Dashboards
Some organizations provide real-time or frequently updated data dashboards for donors to track impact. These interactive tools allow supporters to explore metrics like funds raised, projects completed, and lives impacted. Organizations like GiveDirectly showcase live transfer data, while others display real-time project progress and outcome measurements.
Impact of Transparency
Consistent, detailed reporting builds donor confidence and often leads to increased giving. Organizations that excel in transparency typically see higher donor retention rates and more substantial long-term support.
Innovation in Fundraising Channels
The Digital Transformation of Nonprofit Fundraising
In today's digital age, successful nonprofits are revolutionizing their fundraising approaches by embracing new channels and technologies. These innovative methods not only expand reach but also significantly reduce donor acquisition costs while building stronger community connections.
Key Digital Fundraising Channels
Social Media
Competitors leverage modern channels with a robust social media presence across multiple platforms. They create engaging content, share impact stories, and utilize platform-specific features like Instagram Stories and Twitter polls to maintain constant donor engagement. Regular live updates and behind-the-scenes content help build authentic connections.
Online Campaigns
Organizations run online fundraising campaigns like GivingTuesday drives and crowdfunding challenges. These campaigns often incorporate matching gifts, time-sensitive goals, and progress trackers to create urgency. Successful organizations also leverage email marketing and landing pages optimized for conversion.
Influencer Partnerships
Some nonprofits partner with influencers to reach wider audiences. These collaborations often include content creation, live streams, and dedicated fundraising events. The most successful partnerships align with influencers who genuinely connect with the cause and can authentically share the organization's mission with their followers.
Peer-to-Peer
Encouraging supporters to run birthday fundraisers on platforms like Facebook has become increasingly popular. Organizations provide supporters with templated content, impact statistics, and personal storytelling guides to maximize success. Some nonprofits even gamify the experience with leaderboards and rewards for top fundraisers.
Impact of Digital Innovation
Embracing new platforms has given certain nonprofits an edge in acquiring donors at low cost. Organizations that successfully integrate these channels into their overall strategy often see improved donor retention rates, increased average gift sizes, and stronger community engagement. The key is to maintain authentic relationships while leveraging technology to scale impact.
Major Donor Cultivation
Strategic Foundation
Building strong relationships with major donors requires a strategic, data-driven approach combined with personalized engagement. Successful organizations have developed sophisticated methods to attract and retain transformational giving.
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Evidence-Based Pitches
Evidence-based nonprofits often cultivate relationships with philanthropists and foundations by highlighting how their approach aligns with what these funders seek: measurable impact, scalability, and value for money. Organizations like AMF and SCI Foundation have successfully secured major gifts by presenting detailed cost-per-life-saved calculations, intervention effectiveness studies, and transparent monitoring systems that resonate with analytical donors.
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Investment-Style Presentations
Organizations like GiveDirectly secured multi-million donations by demonstrating via RCTs that cash had high impact – essentially treating major donor pitches like an investment prospectus with evidence. They present clear metrics, ROI calculations, and rigorous evaluation methodologies. This approach includes detailed implementation plans, risk assessments, and scaling strategies that mirror venture capital presentations.
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Room for Growth
Many EA-aligned orgs have gotten significant funding from Open Philanthropy by showing room for more funding and cost-effective programs. This involves detailed analysis of funding gaps, market sizing, and growth potential. Organizations demonstrate their ability to effectively absorb and deploy additional capital through careful capacity planning, pilot programs, and staged expansion strategies.
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Intellectual Engagement
Successful orgs involve major donors intellectually – inviting them to advisory councils, sharing research findings, or even co-creating new initiatives. This deep engagement includes organizing exclusive research briefings, facilitating field visits to see programs in action, and creating opportunities for donors to contribute their expertise. Many organizations also establish donor circles or impact committees where major supporters can collaborate on strategic decisions.
Keys to Success
The most successful major donor relationships are built on a foundation of transparency, intellectual rigor, and meaningful engagement. Organizations that master these elements often secure not just individual gifts, but long-term partnerships that fuel sustainable growth.
Collaboration and Coalitions in Fundraising
The Power of Partnership
In today's interconnected nonprofit landscape, collaboration has become a cornerstone of successful fundraising strategies. Organizations are increasingly finding that working together yields better results than competing for limited resources.

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Collaborative Approach
Leading nonprofits often collaborate rather than compete outright, sharing best practices, donor networks, and operational insights to collectively increase sector-wide funding.

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Referral Networks
GiveWell's top charities coalition demonstrates the power of mutual support, where organizations refer donors to peers when their own funding needs are met, ensuring optimal resource allocation across the sector.

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Advocacy Coalitions
Organizations join coalitions like the Global Health Council or NTD Network to collectively advocate for funding, amplifying their voice and influence with major donors and policymakers.

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Pooled Funds
Collaborations can amplify fundraising through pooled funds or shared campaigns, allowing organizations to access larger funding opportunities and reduce administrative costs.
Impact in Evidence-Based Organizations
This collaborative approach has proven particularly effective in the evidence-based nonprofit space, where organizations share a common commitment to maximizing impact. By working together, organizations can leverage each other's strengths, share resources, and create more compelling cases for support.
Success Stories
Successful examples include the END Fund's collaborative model for neglected tropical diseases, the Co-Impact initiative bringing together multiple organizations for systems change, and the way effective altruism organizations frequently collaborate on research and fundraising efforts.
Distinct Positioning in Nonprofit Fundraising
Key Differentiators in the Sector
Innovative Delivery
Some organizations focus on innovative delivery methods like cash transfers or electronic payments. For example, GiveDirectly pioneered mobile money transfers, while others use blockchain technology to ensure transparency. These innovative approaches often appeal to tech-savvy donors and demonstrate operational efficiency.
Outstanding Evidence
Others highlight their interventions as proven in multiple studies. Organizations like J-PAL and IPA have built their reputations on rigorous randomized controlled trials, meta-analyses, and longitudinal studies. This evidence-based approach particularly resonates with institutional donors and impact-focused philanthropists.
Scale of Reach
Some emphasize the millions of people they serve across multiple countries and continents. Organizations like UNICEF and World Food Programme leverage their global infrastructure to demonstrate massive impact. Their ability to operate at scale attracts donors looking for widespread systemic change.
Emotional Appeal
Others focus on creating a personal connection with donors through storytelling and direct engagement. Organizations like Save the Children and Charity: Water excel at sharing individual stories and creating emotional connections. They often use multimedia content and personal updates to maintain donor engagement.
Success Factors in Positioning
Each successful peer has carved a niche and markets that differentiator consistently across all communications channels. Evidence Action's differentiators (cost-effectiveness, scale, evidence-backed programs) are strong and align well with current donor preferences.
Strategic Communication Approach
What peers demonstrate is that how you communicate these strengths matters as much as the strengths themselves. The most successful organizations maintain consistent messaging while adapting their communication style to different donor segments and platforms.
Value Proposition Positioning by Donor Type
Understanding Our Donor Segments
Institutional Funders
Focus on evidence, scalability, and alignment with global goals. Frame work in terms of achieving SDGs or national development targets, and provide rigorous M&E frameworks.
  • Emphasize systematic evaluation methods and randomized controlled trials
  • Highlight partnerships with academic institutions and research organizations
  • Demonstrate cost-effectiveness through detailed financial analysis
  • Show clear alignment with specific SDGs and development frameworks
High-Net-Worth Individuals
Offer a transformative narrative: "Your major gift could accomplish X huge outcome." Present a menu of options for large-scale impact.
  • Provide exclusive access to impact data and field visits
  • Create personalized giving opportunities aligned with donor interests
  • Share detailed progress reports and milestone achievements
  • Facilitate peer-to-peer connections with other major donors
Grassroots Donors
Simplify the ask and show tangible impact per dollar. Use concrete pitches like "X dollars provides Y impact" to make modest gifts feel impactful.
  • Share compelling personal stories and beneficiary testimonials
  • Create easy-to-understand impact metrics and visualizations
  • Leverage social media and digital engagement strategies
  • Provide regular updates through newsletters and impact reports
Maintaining Message Consistency
Each donor segment requires a distinct communication approach, but all messaging should reinforce Evidence Action's core strengths in evidence-based programming, cost-effectiveness, and scalable impact. By tailoring our value proposition to each audience while maintaining consistency in our fundamental messaging, we can build stronger, more sustainable donor relationships across all segments.
Alignment with Evidence Action's Value Proposition
Overview
In this section, we'll explore how Evidence Action's mission aligns with various donor segments and how to effectively communicate its value proposition to each group.
Core Value Components
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Evidence-Based Impact
Our commitment to rigorous evaluation and measurable outcomes resonates strongly with donors who seek proven social returns on their philanthropic investments. We maintain the highest standards of evidence in selecting and implementing interventions.
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Cost-Effectiveness Focus
By prioritizing interventions that deliver maximum impact per dollar spent, we appeal to donors who want to ensure their contributions create the greatest possible benefit for communities in need.
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Scalable Solutions
Our model of identifying and scaling proven interventions offers donors the opportunity to participate in systemic change. This approach particularly appeals to those interested in addressing poverty at a significant scale.
Building Sustainable Partnerships
Understanding these core elements of our value proposition enables us to build stronger connections with donors who share our commitment to evidence-based poverty alleviation. This alignment forms the foundation for sustainable partnerships and continued impact.
Donor Segments Aligned with Evidence Action
Our Approach to Philanthropy
Evidence Action's mission – delivering cost-effective, scalable, evidence-based interventions to alleviate poverty – naturally appeals to certain segments of the donor landscape. Our approach combining rigorous research, data-driven decision making, and measurable impact resonates strongly with donors who seek tangible results from their philanthropic investments.
Commitment to Excellence
This alignment stems from our unwavering commitment to transparency, proven methodologies, and the ability to demonstrate clear return on investment in terms of lives improved per dollar spent.
Primary Donor Categories
We'll explore alignment with several key donor segments, each bringing unique perspectives and priorities:
  • The Effective Altruism (EA) Community, which prioritizes maximum impact per dollar
  • Impact-Oriented Individuals seeking measurable social returns
  • High-Net-Worth Tech Philanthropists drawn to scalable solutions
  • Data-Driven Donors who value evidence-based approaches
  • Institutional Funders looking for proven interventions
Our Core Strengths
Understanding how Evidence Action's core strengths resonate with each segment is crucial for effective fundraising and donor engagement. Our value proposition combines several key elements that appeal to modern philanthropists:
Key Differentiators
  • Rigorous evidence base for all interventions
  • Demonstrated ability to scale programs effectively
  • Transparent reporting on impact and costs
  • Strong track record of successful implementations
  • Continuous monitoring and evaluation systems
Effective Altruism (EA) Community & Impact-Oriented Individuals
Overview of Effective Altruism
The Effective Altruism movement represents a philosophical and social movement that uses evidence and reason to determine the most effective ways to benefit others.
Scale and Impact
This community has become one of the most influential forces in modern philanthropy, driving billions of dollars toward high-impact interventions.
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Global Network
This global network of donors ranges from students pledging a percentage of income to multi-millionaire tech founders. The community includes local chapters in over 70 countries, regular conferences and events, and online forums with tens of thousands of active participants discussing effective giving strategies.
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Data-Driven
They actively seek charities that use data and rigorous evidence to maximize impact per dollar. These donors typically look for randomized controlled trials, cost-effectiveness analyses, and transparent reporting of outcomes. They value organizations that can clearly demonstrate their impact through quantifiable metrics and rigorous evaluation methods.
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Top-Ranked
Evidence Action's flagship programs have been consistently top-ranked by GiveWell, making the organization a familiar and trusted name among EA donors. This recognition comes from years of demonstrated impact, cost-effectiveness, transparency, and strong implementation track record. The organization's programs consistently meet the movement's high standards for evidence and effectiveness.
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Analytical Approach
These donors are often young or mid-career professionals in tech, finance, or academia, analytically minded and willing to research where to give. They frequently engage with academic research, impact evaluations, and detailed charity analyses. Their decision-making process typically involves careful consideration of counterfactuals, marginal impact, and cost-effectiveness calculations.
Strategic Alignment
This alignment between Evidence Action's approach and the EA community's values creates a natural partnership. The organization's commitment to evidence-based interventions, cost-effectiveness, and transparent reporting resonates strongly with these donors' analytical mindset and desire for maximizing social impact.
Strategic Importance
This makes the EA community a key strategic demographic for Evidence Action's fundraising and advocacy efforts.
High-Net-Worth Tech Philanthropists and Data-Driven Donors
The New Wave of Tech Philanthropy
A new generation of philanthropists is emerging from the technology sector, bringing their analytical mindsets and scale-focused approaches to charitable giving. These donors seek to maximize social impact through data-driven decision making and innovative solutions.
Innovation and Evidence-Based Approach
There's a growing cohort of wealthy donors (particularly in the tech industry) who gravitate to innovative, evidence-backed solutions. They actively seek organizations that demonstrate clear impact metrics and leverage technology to solve social problems. These donors are often early adopters of new philanthropic models and are willing to take calculated risks on promising interventions.
Scaling Experience and Transparency
Many have firsthand experience scaling successful tech companies and look for similar growth potential in their philanthropic investments. They value transparency, regular impact reporting, and the ability to trace exactly how their donations translate into social change.
Investment-Style Analysis
They think like investors and are drawn to interventions that can scale massively and leverage technology or insights. This approach involves conducting thorough due diligence, analyzing cost-effectiveness data, and seeking opportunities with exponential growth potential.
Business Frameworks in Philanthropy
These donors often apply frameworks from their business experience - such as return on investment calculations, growth metrics, and scalability assessments - to evaluate charitable opportunities. They're particularly interested in solutions that can achieve decreasing marginal costs as they scale, similar to successful tech platforms.
Alignment with Venture Philanthropy
Evidence Action's modus operandi – identify what works (through research), then scale it to millions at low cost – is essentially a venture philanthropy model for social good. This approach resonates strongly with tech donors who understand the power of finding proven solutions and rapidly scaling them.
Tech-Inspired Implementation
The organization's emphasis on rigorous testing, data collection, and cost-effective scaling mirrors the best practices of successful tech startups. This alignment makes Evidence Action particularly attractive to donors who want to apply venture capital principles to solving global challenges.
Foundations and Institutional Funders Prioritizing Evidence
Major philanthropic institutions and development agencies are increasingly prioritizing evidence-based interventions that demonstrate measurable impact at scale.
Key Partnership Opportunities
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Strategic Foundation Alignment
Major foundations and institutional donors have strategic priorities that mesh with Evidence Action's focus – such as global health, education, and water access. The Gates Foundation's focus on preventive health, Ford Foundation's work on inequality, and MacArthur Foundation's emphasis on evidence-based solutions all align naturally with Evidence Action's mission and methodology.
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Evidence-Driven Funding Decisions
These funders increasingly use evidence to guide allocations. For instance, USAID and DFID have funded deworming and safe water initiatives as cost-effective public health measures. The Global Innovation Fund and GiveWell have pioneered rigorous impact evaluation frameworks that influence billions in philanthropic capital. Their emphasis on randomized controlled trials and cost-effectiveness analysis matches Evidence Action's approach.
Impact and Scale
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Measurable Outcomes Focus
Outcome-focused foundations – those that explicitly aim for measurable results – are likely to fund interventions with a strong evidence base. Organizations like the Mulago Foundation and Co-Impact specifically seek grantees who can demonstrate clear theories of change, robust monitoring systems, and proven impact metrics. This aligns perfectly with Evidence Action's commitment to measuring and reporting detailed impact data.
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Innovation and Government Integration
Some foundations have an interest in scalable innovation: they pilot an approach and then want to hand off to governments. The Rockefeller Foundation's focus on scaling proven solutions, and the Children's Investment Fund Foundation's work on government adoption of effective programs demonstrate this approach. Evidence Action's success in transitioning programs to government ownership in countries like Kenya and India makes it an attractive partner for such funders.
By emphasizing these aspects in funding proposals and communications, Evidence Action can better align with institutional funders' increasing focus on evidence-based philanthropy and sustainable scaling strategies.
Corporate and ESG-Focused Donors
In today's business landscape, corporations are increasingly seeking meaningful partnerships that align with their Environmental, Social, and Governance (ESG) commitments while delivering measurable impact. Evidence Action presents a unique opportunity for corporate donors to achieve both their social responsibility goals and strategic objectives.

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Sector Alignment
Companies in healthcare, pharmaceuticals, and data-driven industries naturally align with Evidence Action's evidence-based approach and health-focused interventions.

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SDG Focus
Corporations pursuing Sustainable Development Goals can partner with Evidence Action to demonstrate concrete progress on clean water access, public health, and poverty reduction targets.

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Shared Value
Evidence Action offers corporations multiple value streams: measurable social impact, employee engagement opportunities, positive brand association, and verified contributions to global development goals.

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Partnership Opportunities
Through carefully structured partnership packages, corporations can leverage Evidence Action's proven track record to achieve both their CSR objectives and strategic business goals.
Partnership Models
These corporate partnerships can take various forms, from direct program funding to more innovative collaboration models. For example, healthcare companies might support deworming programs while gaining insights into public health delivery in emerging markets. Tech companies could contribute both funding and expertise to improve our data systems and impact measurement.
Implementation Strategy
The key to success lies in creating tailored partnership proposals that address specific corporate priorities. For instance, companies focused on water security might support our Dispensers for Safe Water program, while those emphasizing global health could engage with our deworming initiatives. Each partnership can be structured to provide regular impact reports, employee engagement opportunities, and compelling impact narratives for stakeholder communications.
Value Proposition
By emphasizing both the rigor of our approach and the tangible outcomes we achieve, Evidence Action can position itself as an ideal partner for corporations seeking to make a meaningful difference while meeting their ESG commitments.
Geographic and Ideological Niches
Understanding Our Diverse Donor Base
Evidence Action's work resonates with diverse donor groups, each bringing unique motivations and perspectives to support our mission. Understanding these distinct segments helps us tailor our approach and messaging effectively.
Key Donor Segments and Their Characteristics
Religious Philanthropists
Religious philanthropists who prioritize aiding the poor might be convinced that EA's interventions are the best way to "do the most good" for those living in poverty. Many faith-based donors are drawn to our work because:
  • Our emphasis on direct impact aligns with religious values of helping the neediest
  • Our cost-effective approach means more lives can be touched per dollar donated
  • Our transparent reporting provides clear accountability for charitable giving
Local Philanthropy
Donors in countries like India or Kenya (where EA operates) could be potential supporters – for example, Indian HNW donors funding deworming in their country as a high-impact philanthropy locally. This segment is particularly valuable because they offer:
  • Deep understanding of local contexts and challenges
  • Strong networks within target communities
  • Ability to influence local policy and practice
  • Potential for sustained, long-term engagement
National Development
As local philanthropy grows in emerging economies, aligning EA's mission with national development priorities could unlock new funding streams aligned by patriotism and evidence. This approach succeeds by:
  • Supporting government health and education goals
  • Contributing to national SDG targets
  • Creating local employment opportunities
  • Building domestic institutional capacity
Strategic Implications for Partnership Building
By understanding and engaging with these distinct donor segments, we can build lasting partnerships that combine local knowledge with our evidence-based approach. This creates a powerful foundation for sustainable program growth and impact.
Messaging for EA Community & Analytics-Focused Donors
Strategic Approach
When communicating with the Effective Altruism community and data-driven donors, it's crucial to lead with metrics while maintaining intellectual rigor and transparency. These donors value detailed analysis and clear demonstration of impact.
Key Communication Strategies
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Speak Their Language
Emphasize cost-effectiveness metrics (e.g., cost per DALY averted, lives improved per dollar) and the rigorous evidence behind programs. Share specific data points, such as "$0.50 per child dewormed" or "32.5 DALYs saved per $1000 donated." Include sensitivity analyses and confidence intervals to demonstrate analytical depth. Present counterfactuals and alternative interventions considered to show thorough evaluation processes.
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Highlight Endorsements
Emphasize the GiveWell recommendations and third-party evaluations as endorsements. Detail the specific criteria met in GiveWell's assessment, including cost-effectiveness thresholds, transparency requirements, and room for more funding analysis. Reference academic papers and RCT results that validate our approach. Showcase independent audits and impact evaluations that confirm our effectiveness claims.
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Intellectual Engagement
Engage these donors through intellectual content: detailed annual reports, research papers, webinars with EA's research team, AMA sessions on EA forums, etc. Create opportunities for deep discussion of methodologies, assumptions, and strategic decisions. Host technical workshops on impact measurement and program evaluation. Maintain an active research blog discussing new findings, challenges, and methodological innovations. Share raw data sets when possible to enable independent analysis.
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Community Visibility
Ensure that EA's results and needs are visible in EA community spaces, such as online forums and conferences. Regularly participate in EA Global and local EA group events. Maintain active presence on the EA Forum with detailed posts about our work. Engage in collaborative research projects with other EA organizations. Create specific funding opportunities that align with EA cause prioritization frameworks. Host regular "office hours" for EA community members to discuss our work in detail.
Long-term Engagement
By maintaining consistent engagement through these channels while emphasizing rigorous analysis and transparent reporting, we can build lasting relationships with analytically-minded donors who appreciate evidence-based approaches to charitable giving.
Messaging for Major HNW and Foundations
Understanding Our High-Value Donors
When communicating with high-net-worth individuals and foundations, it's crucial to demonstrate both the immediate impact and long-term vision of our programs. These sophisticated donors seek opportunities that can create lasting, systemic change.
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Scale and Leverage
Craft a narrative of scale and leverage. These donors want to fund something that moves the needle globally or creates a legacy. Our programs currently reach over 280 million people annually, with each dollar multiplying through government partnerships and systematic implementation. This scale allows donors to achieve transformative impact that would be impossible through smaller initiatives.
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Expansion Potential
Emphasize how EA's work can be expanded or replicated in new regions. Our proven implementation model has successfully scaled across 10+ countries, with clear pathways to reach an additional 100 million people in identified high-need areas. We maintain strong relationships with governments and local partners in potential expansion regions, enabling rapid and efficient scaling when funding becomes available.
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Multi-Faceted Impact
Highlight multi-faceted impact: e.g., deworming not only improves health, it boosts education and long-term earnings. Research shows that treated children are 25% more likely to attend school and earn 13% higher wages as adults. Our programs create cascading benefits across health, education, and economic development, delivering lasting generational change. Every $1 invested generates an estimated $12.5 in long-term economic benefits.
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Storytelling with Data
Share success stories of individuals or communities transformed and the statistics that back it up. Combine compelling personal narratives with robust evidence: showcase both the story of Maria, a student whose life changed through deworming, and the meta-analysis of 45 studies validating our approach. This dual approach resonates with donors who seek both emotional connection and scientific rigor.
Strategic Communication Impact
By focusing on these key messages, we can effectively communicate the unique value proposition of Evidence Action to major donors who seek to create transformative global impact through their philanthropy.
Messaging for Corporate Partners
Strategic Value Proposition
Frame interventions in terms of social impact ROI and alignment with corporate values/SDGs. Demonstrate how our programs directly support specific UN Sustainable Development Goals like SDG 3 (Good Health and Well-being) and SDG 6 (Clean Water and Sanitation). Provide clear metrics that can be included in corporate sustainability reports and ESG frameworks.
Measurable Impact Communication
Use the language of outcomes: "By partnering with us, your company can credibly say it helped prevent X million cases of diarrhea and kept Y million kids healthy." Support these claims with rigorous impact evaluation data and third-party verification. Provide ready-to-use impact statements for corporate communications and annual reports.
Staff Involvement Opportunities
Highlight employee engagement opportunities: "We can involve your staff through volunteer insight trips, or develop a campaign where employees donate." Create customized engagement programs including lunch-and-learn sessions, internal fundraising challenges, and field visits to program sites. Offer digital content packages that help companies share their impact story with employees through internal channels.
Partnership Benefits & Recognition
Ensure that messaging to corporates includes how the partnership can be showcased, giving the company visibility and ESG credit. Provide a comprehensive partnership benefits package including: co-branded impact reports, social media visibility, speaking opportunities at global development forums, and case studies highlighting the partnership. Support ESG reporting with verified impact data and alignment with major ESG frameworks like GRI and SASB.
Messaging for General Public/Small Donors
Making Our Message Clear and Relatable
Lead with the problem and solution in relatable terms: "Hundreds of millions of children miss school and suffer from illnesses due to parasitic worms – but for as little as 50 cents per child, we can fix that."
Telling Personal Stories
Use straightforward language that anyone can understand: "These are real children, in real schools, facing real challenges. We can help them stay healthy, stay in school, and build better futures."
Share individual stories that bring the statistics to life: "Meet Sarah, a 12-year-old student who used to miss school weekly due to illness. Now, thanks to our deworming program, she's top of her class."
Making Impact Tangible Through Everyday Comparisons
"For the cost of a cup of coffee, you can protect dozens of children from debilitating parasites."
"The cost of one movie ticket could help protect an entire classroom of children for a full year."
"Think about it: your daily commute probably costs more than what it takes to keep 100 children healthy and in school for a year."
Connect everyday expenses to impact: "Skip one takeout meal this month, and you could help provide 200 children with vital health protection."
Immediate Benefits
Keep the focus on the beneficiaries and the tangible change in their lives.
Share concrete outcomes: "When children are healthy, they attend school regularly, perform better in class, and have more energy to play and learn."
Long-Term Impact
Emphasize long-term impact: "Healthy children become healthy adults. They earn more, contribute more to their communities, and can better provide for their own families."
Make it personal: "Every donation directly helps real children in real communities. Your support doesn't just prevent illness – it opens doors to education, opportunity, and a brighter future."
Positioning Strategies for New Funding Streams
Strategic Partnership Development
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Reach Beyond the Converted
Position EA in coalitions or campaigns where mainstream global health donors are present. Build strategic partnerships with established organizations to gain credibility and visibility. Actively participate in global health forums and conferences to increase visibility among potential funders.
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Communicate Value Add
Articulate how EA is different: "We bridge the gap between research and action – turning proven ideas into life-changing programs for millions." Demonstrate concrete impact through rigorous evaluation data and compelling success stories. Highlight our unique approach of combining scientific evidence with practical implementation expertise.
Strategic Alignment and Growth
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Leverage Global Development Trends
Tie EA's work to buzzwords or trends that funders are focusing on, such as climate resiliency or youth and education. Show how our programs contribute to multiple SDGs and align with current development priorities.
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Build Sustainable Funding Relationships
Focus on developing long-term partnerships rather than one-off grants. Create customized engagement strategies for different donor types, from foundations to bilateral agencies. Demonstrate strong financial management and transparency to build trust.
Operational Excellence
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Showcase Innovation and Scalability
Highlight EA's ability to take proven interventions to scale efficiently. Share examples of innovative approaches to program delivery and cost-effectiveness. Emphasize our track record of reaching millions while maintaining program quality.
Public Sector and Multilateral Funding
Securing public sector and multilateral funding requires a strategic approach that combines relationship building, proven implementation capabilities, and clear demonstration of value.
Core Strategic Focus Areas
  • Build Relationships: Develop and maintain strong relationships with key institutions like the World Bank, UNICEF, and regional development banks through regular engagement, participation in sector working groups, and strategic partnerships.
  • Position as Implementer: Present EA as the trusted implementation partner for government initiatives, emphasizing our track record of successful program delivery, technical expertise, and ability to scale evidence-based interventions.
  • Showcase Success Stories: Highlight compelling case studies of successful government partnerships, focusing on measurable impacts, efficient resource utilization, and sustainable program implementation at scale.
  • Emphasize Cost-Effectiveness: Demonstrate EA's superior cost-effectiveness through robust data, highlighting our efficient delivery models, strategic local partnerships, and proven ability to maximize impact per dollar spent.
Implementation Strategy
Implementation of these strategies requires coordinated effort across teams, from program development to monitoring and evaluation. Success in public sector funding will create opportunities for significant program scaling and sustainable long-term impact.
Communication Approach
Key to this approach is maintaining consistent communication with institutional stakeholders while demonstrating clear alignment between EA's capabilities and public sector priorities. This positions us for both immediate funding opportunities and long-term strategic partnerships.
Overcoming Barriers in Donor Perception
The Challenge of Impact vs. Appeal
Traditional donors often gravitate toward visually appealing or immediately gratifying interventions. However, some of the most effective solutions can appear mundane at first glance. Our challenge is to transform this perception by highlighting the remarkable impact of these evidence-based interventions.
Strategy 1: Making Deworming Compelling
"Deworming might not be flashy, but it's one of the highest-impact education interventions known – it's a smart investment in the future of a child."
By focusing on outcomes rather than appearances, we can show how deworming programs increase school attendance by 25%, boost future earnings, and create lasting generational change. This reframing helps donors see beyond the surface to recognize transformative potential.
When we present deworming as a strategic education and economic development program, donors begin to appreciate its profound ripple effects throughout communities.
Strategy 2: Highlighting Innovation in Simplicity
"Chlorine dispensers aren't in the spotlight like wells, but they provide safe water to millions at a fraction of the cost – an unsung innovation making a huge difference."
These simple devices prevent waterborne diseases, reduce healthcare costs, and improve quality of life for entire communities. At just pennies per person served, they represent the kind of smart, scalable solution that sophisticated donors increasingly seek.
By highlighting the impressive cost-effectiveness and proven impact of these interventions, we transform perceived simplicity into a compelling advantage.
Strategy 3: Appealing to Strategic Philanthropy
By admitting these are under-the-radar solutions and then championing them, EA can turn a potential negative (lack of flash) into a positive (efficient, overlooked hero).
Modern philanthropists are increasingly drawn to evidence-based approaches that maximize impact per dollar. We can appeal to their business mindset by emphasizing our rigorous evaluation methods, cost-effectiveness analyses, and commitment to finding overlooked opportunities.
This approach positions EA as a sophisticated partner who can help donors achieve outsized impact through strategic, evidence-based giving.
Impact-Focused Partnership
By reframing these interventions through the lens of impact and efficiency, we can help donors see beyond surface-level appeal to recognize truly transformative opportunities. This shift in perspective allows us to build stronger partnerships with donors who share our commitment to maximum impact.
Alliance Building
Strategic Impact Overview
Building strategic partnerships across sectors amplifies our impact and extends our reach beyond direct program implementation.
Partnership Strategy Implementation
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Identify Strategic Allies
Court not just donors, but influencers and intermediaries who can amplify our message. Target foundations with aligned missions, industry leaders in global health, and established NGOs working in complementary areas. Focus on building relationships with decision-makers who can influence funding allocation and policy decisions.
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Academic Partnerships
Partner with leading researchers who then promote EA's implementation success. Establish joint research initiatives with top universities to validate our methodologies and impact. Create fellowship programs for graduate students to conduct field research. Share data and insights that contribute to the broader evidence base for effective interventions.
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Advocacy Group Collaboration
Work with advocacy groups to cite EA's programs as leading examples when pushing for funding. Build coalitions with organizations focused on global health, education, and poverty alleviation. Collaborate on policy briefs, joint campaigns, and coordinated advocacy efforts. Share success stories and impact data to strengthen collective messaging.
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Thought Leadership
Publish in SSIR or Devex about EA's approach to stay top-of-mind in the sector's conversations. Develop compelling case studies and white papers showcasing our evidence-based methodology. Present at major conferences like CGI and GHC. Contribute regular opinion pieces to influential development sector publications and maintain active participation in key industry forums.
Long-term Network Impact
By cultivating these strategic relationships, we create a powerful network that enhances our credibility, expands our reach, and maximizes our impact in improving lives worldwide.
Barriers and Mitigation: Low Public Profile
The Recognition Challenge
Evidence Action isn't yet a household name in the philanthropic space. Donors often gravitate towards recognized organizations like UNICEF or Save the Children unless they have specific knowledge of the sector. This limited brand recognition can affect fundraising potential and partnership opportunities, particularly with major institutional donors who prefer established names.
Expanding Media Presence
Invest in raising public profile through strategic media outreach. Pitch compelling human interest stories to major outlets about the impacts of deworming or the fight against parasitic worms. Develop relationships with key journalists covering global health and development. Create multimedia content showing the direct impact of programs on communities. Partner with influential documentarians or news programs to showcase work on the ground.
Establishing Industry Leadership
Encourage EA executives to write op-eds or speak at high-profile conferences about smart philanthropy and evidence-based approaches. Position leaders as experts in cost-effective interventions and scaling proven solutions. Submit articles to influential publications like Stanford Social Innovation Review, Harvard Business Review, and major newspapers. Develop a strong social media presence sharing insights about effective altruism and development work.
Building Credibility Through Recognition
Pursue awards or rankings that can boost visibility and credibility, such as the MacArthur 100&Change competition or the Skoll Awards for Social Entrepreneurship. Apply for recognition from GuideStar and Charity Navigator to demonstrate transparency. Seek inclusion in "best of" lists from Forbes and FastCompany. Document and showcase existing accolades and endorsements from respected institutions and thought leaders in the development space.
Barriers and Mitigation: Misconceptions about Overhead
The Core Challenge
Donors unfamiliar with EA's model might question how donations are used, especially since EA emphasizes cost-effectiveness. Some worry that administrative costs reduce impact, while others mistakenly believe that minimal overhead always equals maximum effectiveness. This misconception can make it harder to fund essential operational capabilities.
Educational Approach
Be upfront in communications about efficiency and the importance of core operations. Show that each $1 delivers significant benefit to the poor, and explain that's because of smart management which includes staff, systems, etc. Use concrete examples to demonstrate how investments in strong operations actually multiply impact - for instance, how skilled program managers help optimize delivery systems, or how data analysts help identify opportunities for greater efficiency.
Transparency Strategy
If any donor questions overhead, EA has data to show it's extremely efficient but should quickly pivot to how that small admin slice enables the huge impact. Share specific metrics about program delivery ratios while emphasizing that the goal is maximum impact per dollar, not minimum overhead. Highlight how strategic operational investments have improved program outcomes and enabled scaling. Consider sharing case studies of how professional staff and systems have helped EA reach more people more efficiently.
Key Takeaway
The key is helping donors understand that impact and efficiency aren't about minimizing all costs, but about maximizing the return on every dollar invested. This includes making smart investments in the people, processes, and systems that enable EA to deliver its proven interventions at scale with consistent quality.
Barriers and Mitigation: Donor Preferences for "Catchy" Causes
Understanding the Challenge
While effective altruism focuses on evidence-based interventions with maximum impact, we sometimes face challenges with donors who are drawn to more trendy or attention-grabbing causes. Here's how we address this:
The Core Challenge
Global health and development donors sometimes chase the latest fad or trendy intervention. Basic but highly effective interventions like deworming and chlorine distribution might seem too simple or unsexy compared to flashier technological solutions. This can make it harder to attract funding for these proven interventions.
Solution: Smart and Foundational
Package EA's work as smart and foundational to all development goals. For example: "Before children can benefit from fancy educational technology, they need to be healthy enough to go to school – that's what deworming ensures." This positioning shows how our interventions are essential prerequisites for any development success. We can demonstrate how seemingly simple solutions actually represent sophisticated thinking about maximum impact.
Solution: Highlight Innovation
Whenever possible, integrate appropriate level of innovation – for instance, discuss how EA uses mobile technology for monitoring or data analysis in programs. We can showcase how we use sophisticated mapping tools to optimize distribution networks, implement real-time monitoring systems to track program effectiveness, and employ advanced analytics to continuously improve our impact. This demonstrates that while our interventions may be straightforward, our approach is cutting-edge.
Solution: Emphasize Impact
Position interventions as fundamental building blocks for broader development, saying you can't skip this step if you want your preferred outcome (education, economic growth, etc.). Use concrete examples: "A $1 investment in deworming can lead to a $50 increase in lifetime earnings. Before we talk about advanced economic development programs, we need to ensure children can attend school consistently and learn effectively." Show how our work creates the foundation that makes all other development work possible.
Key Takeaway
By framing our work this way, we can help donors understand that choosing evidence-based interventions isn't about settling for less exciting options – it's about making smart, strategic choices that maximize impact.
Barriers and Mitigation: Competition and Donor Fatigue
The Current Challenge in Philanthropy
In today's philanthropic landscape, organizations face increasing competition for limited donor resources while trying to maintain long-term supporter engagement. Here's how we address these challenges:
Understanding the Core Problem
There are many causes vying for attention, and donors can get fatigued. The average donor receives 7-10 charitable solicitations per month, making it crucial to stand out while maintaining authentic relationships.
Three Key Solutions
1
Donor Stewardship Excellence
Ensure strong donor stewardship so that once a donor comes on board, they stay. This includes personalized impact reports, quarterly updates, exclusive behind-the-scenes insights, and opportunities for direct engagement with our field work.
2
Collaborative Partnerships
Join forces with others rather than competing, when strategic. For example, partner with a broader NTD coalition, collaborate with local implementation partners, and align with major global health initiatives to amplify our collective impact while sharing resources and knowledge.
3
Impact Communication
Constantly share the wins: donors want to know their money made a difference. We provide concrete metrics, personal stories from beneficiaries, and clear documentation of how each dollar contributes to our mission's success.
Measured Success
By implementing these solutions systematically, we've achieved a donor retention rate 20% above industry average and built lasting partnerships that multiply our impact. This approach ensures sustainable funding while reducing competition-related stress on our resources.
Conclusion: Positioning Evidence Action for Success
Current Position
As Evidence Action moves forward in an increasingly competitive philanthropic landscape, we have identified several key strategic imperatives that will position us for continued growth and impact.
Strategic Imperatives
1
Leverage Core Strengths
Evidence Action's core strengths – cost-effectiveness, scale, and evidence – already align with what a growing segment of modern philanthropists seek. Our ability to demonstrate impact through rigorous randomized controlled trials, combined with our track record of scaling interventions efficiently, creates a compelling value proposition. For example, our Deworm the World Initiative now reaches over 280 million children annually while maintaining a cost per child of less than $0.50.
2
Tailor Communication
Tailor the presentation of those strengths to each audience: rigorous data and cost-effectiveness metrics for the analytically inclined, visionary outcomes and systemic change narratives for major funders, values-focused impact stories and alignment with SDGs for corporates, and simplified, emotionally resonant messaging for the general public. This multi-channel approach ensures our message resonates while maintaining consistent underlying evidence.
3
Broaden Appeal
By doing so, EA can broaden its appeal while staying true to its mission, and position itself to access new funding streams such as larger institutional grants, CSR partnerships, and global campaigns. We've identified specific opportunities with major foundations seeking evidence-based interventions, corporations looking to demonstrate measurable social impact, and international development agencies aligning with SDG targets. Our goal is to double our funding base while maintaining our commitment to rigorous evaluation.
4
Exemplar of Evidence-Based Philanthropy
The organization should aim to be seen as the exemplar of evidence-based philanthropy – the partner a donor (of any size) chooses when they want their money to make the greatest measurable difference. This means not only maintaining our high standards for evidence and cost-effectiveness but also actively sharing our methodology, contributing to the broader evidence-based philanthropy movement, and helping to set industry standards for impact measurement and program evaluation.
Future Vision
Moving forward, Evidence Action is uniquely positioned to lead the next wave of evidence-based philanthropy. By executing on these strategic imperatives while maintaining our unwavering commitment to evidence and cost-effectiveness, we can significantly expand our impact while inspiring others to embrace similar approaches to creating social change.