Philanthropy.Insight Assessement Tool (PIAT)

Philanthropy.Insight Assessement Tool (PIAT)



  • To which extent is the organization oriented exclusively towards the well-being of beneficiaries and partners?
  • How is the voice of the beneficiaries taken into account?
  • In which way is the organization conscious of its mission as civil society actor?


  • To which extent is the organization imbued by a spirit of compassion?
  • How does compassion permeate to programs, projects and action?
  • How is made sure that compassion consistently takes precedence over other goals the organization may pursue?


  • To which extent does a spirit of respect for each and every human being pertain to all activities of the organization?
  • How is made sure that all actions are taken in an atmosphere of sincerity and respect for the dignity and priorities of every beneficiary?
  • To which extent is the organization respectful of cultural diversity?



  • To which extent are the statuary goals of the organization in accordance with public benefit goals?
  • How does the organization maintain sufficient independence from purposes proclaimed by the state and/or the business sector?
  • In which way does the organization make amends for conflicts of acceptance?


  • How does the organization steer clear of money-laundering and tax evasion?
  • In which way do the statutes of the organization provide for safeguards against corruption and other unlawful activities?
  • To which extent does the organization adopt a culture of fairness and integrity?


  • How are institutions, programs, projects and actions based on real need?
  • In which way are partners, beneficiaries, and experts involved in decision-making processes?
  • To which extent is the organization flexible in responding to changes?



  • In what way is a methodology in place to ensure a short- and medium-term non-partisan evaluation of all projects?
  • To which extent is a discussion process in place to ensure beneficiaries’ participation in evaluating projects?
  • How are failures and mistakes sufficiently and publicly acknowledged?


  • By what means are methods in place to monitor the outcome of methods and projects?
  • How do programs and projects contain mechanisms of adjustment to changing circumstances?
  • To which extent is the organization sufficiently experimental, and by what mode does it failure to promote its effectiveness?


  • To which extent to programs and projects conform to UN SDGs?
  • How are programs and projects devised and pursued to contribute to social change?
  • In what way are grant programs executed with sufficient scope and duration to ensure partner’s sustainable organizational development?



  • To which extent does the organization operate on a level playing field with partners and beneficiaries
  • By what mode does the organization provide for short-, medium- and long- term relationships as seems beneficial in pursuing its goals?
  • How are partners and beneficiaries sufficiently involved in developing strategies, programs, and projects?


  • To which extent re members of board(s) and staff chosen on the basis of their commitment, leadership abilities, know-how and trustworthiness?
  • In what way does the governance system ensure that decisions are made responsibly and in accordance with the organization’s statutes and mission?
  • How does the organization pay attention to the specific abilities, needs, and limitations of donors and volunteers?

State-of-the-Art Practice

  • By what mode are strategic goals defined, pursued and evaluated?
  • To which extent are specific civil society management kills trained and applied?
  • In what way is the management of the organization committed to the organization’s strategic goals?



  • In what way does the organization actively interact with the public?
  • How is made sure that online resources and publications meet accepted reporting standards?
  • By what means does the organizations prepare to react to comments, criticism, question, demands, and applications?


  • How is made sure that methods of accounting conform to state-of-the-art standards?
  • To which extent do periodical reports provide sufficient information on the purpose, methodology, practice, and outcome of all operations?
  • In which way does the organization meet requirements by law or by choice to make reports and accounts publicly available?


  • To which extent does the organization regard itself as a civil society organization and comply with standard civil society rules and procedures?
  • How does the organization abide by the law in pursuing its aims, and in reporting, and publicizing?
  • By what mode does the organization defend its own and general civil society principles in the face of interference, harassment, and pressure?

Previous Activities

  • 05/22 Event: Philanthropy: discussion and insight report >> More Information
  • 05/22 Event (Cooperation with ponteAponte Brasil): Trust in Philanthropy: a Monitoring and Self-Assessment Tool >> watch the video of the discussion on our YouTube channel
  • 05/22 Publication (Portugese): Trust in Philanthropy: a Monitoring and Self-Assessment Tool >> More Information
  • 04/22 Event (Cooperation with Wider Sense): International trends in philanthropy and their effects on foundations in Germany >> More Information
  • 02/22 Publication: Trust in Philanthropy: a Report on the Philanthropy.Insight Project 2018-2021 >> More Information
  • 10/21 Participation of Rupert Strachwitz and Rolf Alter at the EFC Annual Conference, Vienna
  • 07/2021 Contribution on trust-driven philanthropic practice, PEX Newsletter
    >> More information
  • 06/2021 Launch of the Philanthropy.Insight – Peer Practice Platform (online)
  • 03/2021 Navigating Change: Implications for Trust in Philanthropy, in cooperation with Carnegie UK and Mercator Schweiz (online)
    >> More information
  • 02/2021 Interview Series with selected experts and practitioners from the field to sharpen the Philanthropy.Insight Assessment Tool (online)
  • 01/2021 Putting Philanthropy.Insight
    into Context: The relationship between trust and collaboration, PEX Forum (online)
  • 10/2020 Web-Seminar in context of the European Day of Foundations and Donors, The Association of German Foundations, Berlin
  • 09/2020 Opening Session of the PEX-Forum Web-Seminar Series, DAFNE Brussels
  • 07/2020 Civil Society Masterclass, EU Consult Brussels
    >> More information
  • 07/2020 Open exchange Philanthropy after COVID-19: Trust and a new role for Philanthropy.Insight, Carnegie Trust UK
    >> More information
  • 01/2020 Introduction of Philanthropy.Insight to the PEX Community, PEX Forum Madrid
  • 11/2019 Introduction of Philanthropy.Insight to Russian philanthropic community, Blagosfera Moscow
  • 10/2019 Introduction of Philanthropy.Insight to the Rockefeller Philanthropy Advisors, RPA New York City
  • 09/2019 Introduction of Philanthropy.Insight to Chinese philanthropists, China Foundation Centre Bejing
  • 09/2019 Institutional Philanthropy, Trends Social Context, Distrust and Legitimacy, Gulbenkian Foundation
    >> More information
  • 05/2019 Presentation of Phianthropy.Insight in context of the OECD Forum, Goethe-Insitut Paris
    >> More information


Rolf Alter

Dr. Rolf Alter
Director, Philanthropy.Insight

>> More information

Timo Unger
Research Associate, Philanthropy.Insight

>> More Information