Resources

From publications to toolkits, GEO’s resources lift up experiences from your peers to help you turn knowledge into action.

Publication Members Only

Get on the Balcony: How Grantmakers Can Ignite Change

This publication seeks to offer some helpful approaches for jump-starting a change initiative, drawn from the reflections of GEO members who have been tasked with assessing challenges and cultivating the conditions for a productive change process.
  • September 20, 2018

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About 963 results.

  • GEOList Members Only

    GEOList Summary: Examples of place-based funders collaborating to build capacity?

    We are a small family foundation funding in Dane County, Wisconsin, interested in collaborating more formally with other Dane County funders to elevate the effectiveness of our nonprofit sector. I am looking for examples of other collaborative efforts, namely place-based funders working together to: identify capacity needs, bring and/or develop learning opportunities for nonprofits, and evaluate capacity gains.
    • February 14, 2019
    • Austin Frizzell
  • GEOList Members Only

    GEOList Summary: Foundation Reserves

    Does your foundation have a reserve amount and if yes, how is that determined?
    • January 28, 2019
    • Emily Kepner
  • GEOList Members Only

    GEOList Summary: Matching Gift Policies

    We are seeking information about other foundations who offer matching gift programs along with eligibility for and limitations of their programs.
    • January 25, 2019
    • Emily Kepner
  • GEOList Members Only

    GEOList Summary: Resources and Recommendations on Agile Operating Models

    The Vaccine Delivery team at the Bill & Melinda Gates Foundation is exploring what it means to shift to an agile strategy and operating model. We are interested in learning what it means to transform to a team that operates on rapid learning and decision cycles and has the ability to quickly and efficiently revise strategy, structure, processes, and people towards achieving impact while ensuring we remain strong, reliable partners to our grantees and the people around the world to whom we ultimately are in service. Do you know of agile resources, experts, practitioners, or organizations that can help us to be better informed about what agile is (and is not) and help us to understand what is needed to design and implement an agile operating model for our team?
    • January 25, 2019
    • Emily Kepner
  • GEOList Members Only

    GEOList Summary: Documenting Grantee Interactions

    At the Global Fund for Children, we are trying to get better at documenting interactions with our grantee partners. We would like to support our Program Officers to document phone calls, site visits, introductions made, and other important interactions using our current system, GIFTS Online, so that we may better track our inputs and relationships over time. As we offer capacity development services with our funding, we believe that better tracking will enable to us to keep clear records of how we engage with partners and improve institutional memory. We would love to know if anyone has any resources or strategies to help reinforce the importance of this practice for staff so it becomes a regular part of partner engagement and not an admin burden. Any practices in general that colleagues have found helpful around documentation would also be welcome.
    • January 24, 2019
    • Emily Kepner
  • Publication

    Engaging Boards and Trustees in Strategic Learning: A Toolkit

    The fields of strategic learning and evaluation have also grown and shifted over the last decade, and new ways of thinking about and evaluating grantmaking and its impacts have emerged. This paper responds to these changes and provides a fresh outlook and set of resources for grantmaker CEOs, evaluation staff, and senior leaders to use to engage their boards and trustees in strategic learning. Our hope is that staff and leaders use any or all of the ten tools we have developed to help board members and trustees understand what strategic learning is (and isn’t), why it is important, and how to better incorporate strategic learning practices into their work.
    • January 17, 2019
  • GEOList Members Only

    GEOList Summary: Scholarships for Trainings and Conferences

    As part of our capacity building program, we would like to provide scholarships for our grantees to attend trainings and conferences (both local and out-of-town) focused on racial equity. From GEO members who do provide scholarships, I'd love to hear more of the details of your program.
    • January 2, 2019
    • Emily Kepner
  • GEOList Members Only

    GEOList Summary: Financial reserves Best Practices

    We are researching best practice for a reserve amount that would ensure stability and sustainability of program funding. Any experience, feedback or resources on the area of reserves would be appreciated.
    • December 28, 2018
    • Emily Kepner
  • GEOList Members Only

    GEOList Summary: Strategic Planning Lessons Learned

    We are venturing into a strategic planning process for a 2 and 5 year internal strategic plan, and we have engaged a consultant to support us in this process. I am curious to hear/read any key lessons learned in the process of strategic planning (we should have done that, wish we didn’t do that, oh my I never thought of that – these kinds of things).
    • December 27, 2018
    • Emily Kepner
  • GEOList Members Only

    GEOList Summary: Grantees on Your Board

    If you include current or past grantees on your board, how do you handle the possibility of those organizations applying for funding? I’d love to know your rationale and/or guidelines for allowing or not allowing them to apply for grants from your foundation.
    • December 19, 2018
    • Emily Kepner