Measuring What Matters: Exploration and Rethinking of Reporting Processes

This event is part of the PEAK2026 Second Set Series.

In philanthropic relationships, we talk a lot about power dynamics, and there’s perhaps no moment where that becomes more visible than during the reporting process. As a result, funders have been reviewing current reporting processes – both in terms of burden and quality – and considering alternatives to better and more equitably support grantees.

Given the changes CEP has seen in practice in the last five years, this session will revisit what we know about the field’s current practices, how reporting is evolving in this current political and policy environment and with the development of new technological tools, and practical implications of making reporting changes aligned with funders’ goals and values.

Weaving together CEP research, data from a recent study commissioned by the Grove Foundation about current and alternative reporting processes, and insights from grantmakers themselves, this session will provide grantmakers with new data to inform to their strategies and processes, sample tools and practices, and peer-tested approaches to develop essential competencies in equitable, efficient, and learning-oriented reporting.

This conversation is especially timely. As funders navigate growing expectations for transparency, accountability, and the use of new technologies, the purpose and practice of reporting are under renewed scrutiny. This makes it an essential moment to rethink what reporting measures, how it builds trust, and what it reveals about equity and learning.

Attendees will:

• Share findings from CEP’s dataset and research on funder reporting processes.
• Gain exposure to practical tools and real-world examples of alternative reporting approaches.
• Participate in dialogue to identify actionable steps to strengthen reporting practices at their organizations.

Speakers

Kevin Bolduc, Center for Effective Philanthropy

Blanch Vance, The Grove Foundation

Rory Neuner, Barr Foundation

Rebecca McCoy, Annie E. Casey Foundation

What To Expect

This session is 90 minutes and will be recorded. Registrants will have access to the recorded session for one month post-event.

Registration

Cost per person for each session:

• Organization Members: $50 per session
• Consultant Members: $50 per session
• Individual Members: $75 per session
• Nonmembers: $75 per session