Policies and resources

To ensure transparency and access, the foundation provides information on various policies, statements, and definitions.

Evaluation Policy

Our evaluation policy is intended to help foundation staff and our partners align their expectations in determining why, when, and how to use evaluation. Because the foundation supports a diverse range of partners and projects, it is necessary to have a clear organizational understanding of how evaluation should vary to best inform decision-making across each of these areas. 

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Information Sharing Approach

With an open exchange of information and ideas, we can better assess evidence, identify opportunities, build trust and learn for each other’s experiences. The foundation’s approach to transparency is grounded in our commitment to helping our partners understand what we do and why we do it. 

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Global Access Statement

Global Access is a concept developed by the foundation to ensure foundation-funded projects (whether they be grants, contracts or program related investments, collectively, “Programmatic Investments”) and the resulting products, services, processes, technologies, materials, software, data and other innovations (collectively, “Funded Developments”) will have positive impact on the beneficiaries served by the foundation’s work.

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Open Access Policy

We have adopted an Open Access policy that enables the unrestricted access and reuse of all peer-reviewed published research funded, in whole or in part, by the foundation, including any underlying data sets.

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Glossary of terms

Definitions of frequently used terms, such as 503(c)(3), Direct Charitable Expense (DCE), and Request for Proposal (RFP).

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Tax status definitions

Definitions of tax statuses when indicating your U.S. tax status on your Concept Memos.

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Governing Principles

The foundation is governed by a board of trustees, chaired by Bill Gates. The board provides strategic oversight and expertise to the foundation and steers the organization in furtherance of its mission to create a world where every person has the opportunity to live a healthy, productive life.

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