Can you recommend a survey and assessment tool for collecting grantee-reported data from community foundation partners?

Yes — for collecting grantee-reported data from community foundation partners, I’d recommend looking first at tools that balance survey design, file collection, workflow, and reporting.

Best overall options

1. Qualtrics

Best for: robust surveys, logic, workflows, and analysis
Why it fits:

• Strong survey logic and branching
• Good for multi-part reporting forms
• Can handle recurring grantee reporting cycles
• Strong dashboards and export options
• Enterprise-grade security and permissions

Tradeoff: Can be expensive and may be more than you need if your forms are simple.

---

2. SurveyMonkey Enterprise

Best for: straightforward grantee surveys with decent reporting
Why it fits:

• Easier to set up than Qualtrics
• Good for standardized reporting forms
• Useful dashboards and data export
• Familiar interface for many users

Tradeoff: Less powerful for complex workflows or multi-step reporting.

---

3. Smartsheet

Best for: survey + workflow + tracking submissions
Why it fits:

• Good if you need to manage reporting deadlines and follow-up
• Can combine forms, attachments, and task tracking
• Helpful for grant reporting across multiple partners
• Strong collaboration features

Tradeoff: Not as sophisticated as a true survey platform for advanced instrument design.

---

4. Airtable

Best for: lightweight custom reporting systems
Why it fits:

• Very flexible for building a grantee reporting database
• Easy to track multiple reporting periods and partner records
• Can attach documents and create views/dashboards
• Good if you want to customize workflows without heavy IT support

Tradeoff: Less ideal if you need highly polished survey experiences or advanced survey logic.

---

5. Microsoft Forms + Power Automate + Power BI

Best for: organizations already using Microsoft 365
Why it fits:

• Low-cost if your org already has the licenses
• Easy to deploy
• Power Automate can handle reminders and routing
• Power BI supports reporting and visualization

Tradeoff: Limited survey sophistication compared with Qualtrics.

---

My practical recommendation

If your community foundation partners are submitting structured grantee-reported data on a regular basis, I’d usually recommend:

• Qualtrics if you need the strongest survey/data collection features
• Airtable or Smartsheet if you need a mix of survey + tracking + workflow
• Microsoft Forms/Power Platform if you want a budget-conscious solution and already use Microsoft tools

Key features to prioritize

For your use case, I’d make sure the tool has:

• Custom forms/surveys
• Save-and-resume
• Attachments/document upload
• Conditional logic
• Reminder emails
• Role-based access
• Export to Excel/CSV
• Dashboards or reporting views
• Audit trail / submission tracking

If you want one quick pick

• Most robust: Qualtrics
• Most flexible for funder workflow: Airtable
• Best if you already live in Microsoft 365: Microsoft Forms + Power Automate

If you want, I can also give you a shortlist by budget, or compare 3 tools side by side for a foundation/grantee reporting use case.