Annual Data Collection Page

Thank you for your interest in supporting our ongoing efforts to document the scale and scope of philanthropic support for LGBTQ communities.

Each year we conduct a data collection campaign to gather detailed information on funding for LGBTQ communities awarded by U.S.-based Foundations to produce the Resource Tracking Report Series. Our forthcoming report will document investments in LGBTQ communities from U.S.-based foundations in calendar year 2019-2020. We have been reviewing CY2019 data and are currently requesting information on grants targeting LGBTQ communities or issues awarded in calendar year 2020.  The data you provide will be invaluable not only for Funders for LGBTQ Issues’ annual tracking report but also for our other special reports, including the biennial Global Resources Report produced in partnership with Global Philanthropy Project (GPP).
This year, we have implemented some changes to our data reporting process to respond to the growing scope of the project, including updates to our data submission template. You can find detailed instructions for downloading and using the template below.
As always, please do not hesitate to get in touch with us if you have any questions. Our research team is available to answer any questions or provide individual consultation to support your submission.
Deadline for CY 2020 Grants Submission Extended to November 15, 2021!

Submission Instructions

Please use the following instructions to report any grants specifically targeting LGBTQ communities or issues awarded by your foundation in calendar year 2020. Please use our LGBTQ grants reporting template available for download here.  

  1. When you open the template, please “Enable Macros” to take advantage of features designed to make the sheet easier to use work properly.
  2. On the first sheet, “Confirm funder Information,” we are requesting standard information about your organization. Please review and complete to ensure that our information is accurate and current.  If anything is incorrect or missing, please correct it on the sheet.
  3. On the second sheet, “Enter data,” please review each data column and provide as much information as possible for each grant you are reporting. We have included dropdown menus for some of the data columns and invite you to use that feature to help standardize your submission. We understand that most people who submit grant-level information copy and paste it from their own grantmaking system. We’d rather have you do that than not submit information at all. If at all possible, please you use the dropdown menus to select grantee state, grantee country, grant duration, geographic level of focus and geographic area of focus rather than pasting it directly from your system.
  • Please DO report any scholarships and fellowships.
  • We report based on grant award date, not disbursement date. Please report grants that were awarded in the 2020 calendar year.
  • In order to better capture the range of funding to LGBTQ communities, we would also like you to include any HIV/AIDS grants specifically focused on LGBTQ people, as well as any funding for multi-issue or intersectional issues specifically focused on LGBTQ people. When in doubt, include it.
  1. Once you have entered your data on the second sheet, if you wish you can proceed to the third sheet, “Check for corrections.” If you would like to ensure that your data is in the format we can most easily use, please click the button on the third sheet.  It will circle any data that is in a format we don’t prefer in red.  After changing any data circled in red, you can hit the button again to see if the new format you chose is correct.  You can hit the button as many times as you want. This data check is optional, but very helpful to us.
  2. Return your completed template via email to [email protected] by November 15, 2021 October 29, 2021. Don’t hesitate to contact our team with any questions or to request support completing your submission.

Explanation of Changes to our Data Collection Process

Each year the scale of this reporting project grows larger and we collect and code more grants from more foundations. In order to ensure we can continue to accurately capture funding, we’ve implemented some changes in the way we collect your grants data. We want to share some more details on these changes and our thinking behind them in this FAQ.

What is different about this submission process from past years?

A general theme of the changes is that we’ve asked you to help us structure and confirm the data you are entering. For example, rather than adding the populations served in a “notes” column that we then read and interpret, we’ve added a small number of populations that we intend to report on this year and asked you to confirm that Y or N, the grant works with that population. We will still review and code each grant to ensure our determinations are standardized across the dataset, but your information will be a helpful guide for us. Many questions have a drop-down menu located in the cell.  If you can, please use these menus; they help make sure every organization reports information the same way. We are also asking submitting foundations to confirm some basic data about your institution.  

Why are there three tabs in the submission template?

We now have three tabs in our spreadsheet instead of just one. The first tab includes basic questions about your foundation that will help us track your submission and improve our future collection process. The second tab asks for detailed information about each grant you are submitting. And the final tab includes a new feature to help you check the accuracy of your submission and formatting. If you choose to use this optional tool, the template will highlight any formatting issues with some of the key data points, including grantee EIN number, grantee state, grantee country, grant duration, geographic level of focus and geographic area of focus). This is totally optional. Our team will continue to review each submission for accuracy and reach out to you if we have any questions.

Are you asking for any additional information this year?

Yes! We have expanded the data columns in our submission to gather more details about each grant you are submitting. We understand that not all reporting foundations will have the capacity to submit this information, but we encourage you to complete as many columns as you can. Some of the new columns included a place for you to indicate what level of geography the grant is intended for (e.g. “local”, “country-level”, “US State”) and a place for you to indicate what populations the grant is intended to serve. We are also asking for EIN number, which is even more optional because we know that it might be a bit concerning to you to share this information (or difficult!).

Why are you making these changes?

Thank you for asking! Foundations are the best source of data.  While we can help collect and manually review the data you submit, if the quality of the data you submit is higher, then our understanding of the work you do is better!

  1. There are a lot more grants, grantmakers and recipients than ever before!
  2. We want to modernize our methods in keeping with emerging best practices about how to request, clean and analyze data in ways that are accurate, transparent and replicable.
  3. We want to improve our ability to track information over time.
  4. We are asking for EINs for grantees so that we can use information about the grantee that is known from other sources (such as the grantee’s address, or whether they are focused on a specific subpopulation of LGBTQ people)

page updated 9.22.21

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