Resources

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

Publication

Learning in Philanthropy: A Guidebook

When grantmakers focus on learning for improvement, we use evaluation and learning to generate information and insights that will help us better understand both how we’re doing in our work and how to improve. A focus on taking action based on what we learn ensures that we are engaged in strategic or applied learning. This publication serves as an orientation for staff and board members highlighting key concepts, how to get started, and how others in the field are thinking about and addressing important issues around learning. This publication provides a solid basis for thinking and talking about the next steps in your organization’s learning work.
  • May 12, 2019

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About 1055 results.

  • GEOList Members Only

    GEOList Summary: Time Spent in Portfolio

    Hi there - as we plan for next year we are looking at how long we fund the organizations in our portfolio. We don't have any rules about this. A large number of organizations have been in our portfolio for 6 years or more. I am thinking about how to balance long-term commitment with bringing in new partners in a context where I can't increase staff. Would appreciate any examples of how folks manage this. Thanks! Lisa
    • November 11, 2020
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Grant Approval Thresholds

    Hello Colleagues, We are in the process of evaluating our grant thresholds for what our President/CEO and program staff can approve and what grant requests go before our grants committee. Can you please share what amounts (grants under a certain dollar amount) you are able to approve through staff? Looking forward to learning from you!
    • November 11, 2020
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Grantmaking at Milestones

    Hello Colleagues, Our Foundation is preparing to celebrate our 50th Anniversary and great work is already underway! I’m reaching out to ask about your experiences with celebratory grantmaking – special programs or projects that you launched, particular grants (any specific sizes, focus, etc.) that were awarded, and/or new priorities that were identified in partnership with a celebratory milestone -- Looking forward to learning from you and your experience! Wishes of health to all!
    • November 11, 2020
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Funding COVID-19 Testing/Contact Tracing

    The Patterson Foundation is interested in learning from funders who are supporting COVID testing sites, contact tracing, or vaccine work. This is specifically related to undertaking direct work testing/contact-tracing/vaccine research rather than recovery or economic support work. Appreciative of any insight!
    • August 4, 2020
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Promotional Kit for Grantees

    Good afternoon! We would like to encourage grantees to include us in their promotional materials for programs/projects/initiatives that we have funded. I’d like it to be a “kit” with various marketing verbiage and tools (like our logo) that we can send via a link to our grantees after a grant cycle, either hosted on a webpage or other “all-in-one” vehicle to make it very easy for them to pull the language or logo they need, with minimal support from our team. Do any other foundations have a promotional kit like this and ask grantees to include their foundation’s name/logo in their marketing and PR? If so, I’d appreciate knowing how you word this to your grantees, what tools you provide, and how you share those tools with grantees. Thanks!
    • August 4, 2020
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Consultant to assist in RFP process for Investment Firm Search

    The Mary Black Foundation will be undergoing a RFP process for Investment Firm this fall. We would like to use a consultant to help us through the process of soliciting and reviewing proposals. Do you have any recommendations for this service? Many thanks for your feedback!
    • August 4, 2020
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Consultant to assist in RFP process for Investment Firm Search

    The Mary Black Foundation will be undergoing a RFP process for Investment Firm this fall. We would like to use a consultant to help us through the process of soliciting and reviewing proposals. Do you have any recommendations for this service? Many thanks for your feedback!
    • July 24, 2020
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Promotional Kit for Grantees

    Good afternoon! We would like to encourage grantees to include us in their promotional materials for programs/projects/initiatives that we have funded. I’d like it to be a “kit” with various marketing verbiage and tools (like our logo) that we can send via a link to our grantees after a grant cycle, either hosted on a webpage or other “all-in-one” vehicle to make it very easy for them to pull the language or logo they need, with minimal support from our team. Do any other foundations have a promotional kit like this and ask grantees to include their foundation’s name/logo in their marketing and PR? If so, I’d appreciate knowing how you word this to your grantees, what tools you provide, and how you share those tools with grantees.
    • July 24, 2020
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: National list of DEI/Social Justice consultants and firms

    Greetings! As community benefit organizations (non-profits) are competing for capacity building grants for strategic planning, board governance, etc. through a lens of social justice and equity, it’s becoming critically important for foundations to have a resource list of consultants and firms with this expertise. Does GEO or anyone else have a national roster? Thanks in advance.
    • July 9, 2020
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Faith-based funding guidelines?

    The Mat-Su Health Foundation (MSHF) is interested in best or promising practices, or guidelines/policy that work for your foundation around funding faith-based programming/organizations that provide health and social services in the community. We are interested to know if you impose any restrictions on the use of funding for any types of faith activities and whether you require that the health and human service programs provided by faith-based entities serve ALL residents regardless of their faith, gender identification and/or sexual orientation. Thank you in advance.
    • June 3, 2020
    • Bo Dorsey