In 2023 the Chief Evaluation Office partnered with the Employment and Training Administration (ETA) to fund a study focused on exploring approaches to measure and increase equity in ETA’s discretionary grant-making programs. This study sought to explore how grant-makers – such as Federal agencies, State and local government agencies, and philanthropic organizations – define, assess, and increase equity in their grant-making process.

This study explores research and strategies related to equity in the discretionary grant-making process based on a review of publicly available literature and Federal agency Equity Action Plans as well as interviews with Federal and philanthropic grant-makers. The report describes how funders define equity in the context of awarding grants, common barriers and promising action steps to increase equity in each stage of the grant-making process (pre-award, collection of applications, funding of awards, and post-award), and measurement strategies to help funders track their progress.

This report can support a variety of grant-makers examining equity, whether at government agencies (including at Federal, State, and local levels) or foundations. Recognizing that grant-making organizations vary in size, policy area, and scope, the study team provides findings and suggestions that funders can tailor to meet their context and goals. The findings focus on domestic (U.S.-based) grant-making, though international or transnational grant-makers may also find useful insights.

Key takeaways include:

• When selecting strategies to increase equity, grant-makers may invest time and resources to communicate the new approach to potential applicants and build trust, particularly with organizations and groups that provide services to underrepresented communities. For example, reviewed resources encourage funders to expand the networks they use to announce new funding opportunities and participate in community events. These trust-building activities may encourage new organizations to apply for grant programs and create space to provide feedback on challenging or inequitable aspects of the grant-making process. 
• Study interviewees also emphasized the value of continued internal communications with funding staff to build organizational motivation to implement and refine equity initiatives. Communication efforts include describing goals and progress, holding training sessions to increase awareness of action steps, and sharing tools to streamline implementation and affect change. 
• By implementing strategies to increase equity in grant-making, funders take a critical step toward addressing systemic inequities in the type of organizations, individuals, and communities that receive grant funding.