Resources

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

Publication

A Change Management & Deep Equity Primer: The What, Why, How & Nuance

This publication from Movement Tapestries offers insights and guidance for organizations navigating equity-embedded transformations, and the challenges that can come with embarking on such journeys.
  • January 16, 2023
  • Sheryl Petty, Ed.D.

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About 1115 results.

  • GEOList Members Only

    GEOList Summary: Payroll and Benefits Management Software/Applications

    Greetings, Our Foundation is currently looking for a new system to manage Payroll and Benefits. We are a private family foundation with 7 staff members. I am curious if there are organizations similar in size that use these applications to manage their benefits and payroll? Furthermore, I am curious to learn how folks structure HR if it is not in-house, what type of system(s) do you utilize? Please share your thoughts and insight if you have any! Kindly, Lindsey
    • June 20, 2023
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Seeking survey instrument to gather baseline data on DEI within a funder

    Hello GEO community, I am hoping you can help. As part of our racial equity learning journey, we’re looking to survey our staff to get an understanding of their awareness & perceptions of justice, equity, diversity and inclusion and ideas for where we should go next in terms of centering racial equity in how we operate as an organization and in how we do grantmaking (strategies, policies and practices). We’ve got lots of good guides and resources, like the one put out by GEO. Right now, what would be most helpful is actual survey instruments (e.g., survey questions, survey framing, etc) that you’ve used at your philanthropic organization? Thanks in advance for considering and for sharing,
    • June 14, 2023
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: PTO Policies

    Hello Everyone, We are looking at our Vacation/Sick Leave policies and considering transitioning to a PTO bank for leave. Is anyone willing to share their PTO policies, including any carryover or payout upon termination with us? Thank you, ___
    • June 13, 2023
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Loan Extension for PRI

    Hi all, We’d like to extend the term of a loan to a nonprofit to allow 12 additional months before the outstanding balance is due to the Foundation. Does anyone have a loan extension template we could take a look at? Thanks, Gina ___
    • June 7, 2023
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Grant Reporting Timing and Financial Requirements

    Hi all, We are trying to balance a streamlined workflow and moving toward more trust-based philanthropy with our due diligence processes. To that end, two questions (if you have a chance to reply, please include reasoning behind your responses): 1. How many of you require the submission of a final report for a previous grant before releasing a new award? For instance, if a grantee applies around the same time annually, do you require a final report submission first even if that means there is lag time between the grant approval and the funding release? 2. What financial documents do you require with a proposal submission? A Form 990? Audit or financial review? The aforementioned plus current financial statements? Anything else? Any feedback from the GEO community on your processes is appreciated! Thanks so much, Stephanie
    • April 19, 2023
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Cohort Criteria & Sabbatical Funding for a grantee

    Hello all, I’m reaching out to ask for your insights around two questions we have. First, as we consider funding new organizations in areas where we are not yet active, we are currently updating our grantee cohort criteria. Does your foundation fund in cohorts? If so, would you be willing to share the criteria you all are using? Any learnings shared will be greatly appreciated. Also, on an unrelated note, one of our community organizing grantee partners in New York has an executive director who will soon leave her position and is looking for funding to support a 2-3 month learning sabbatical. Do you know of any funders that currently have sabbatical programs for something like this? So appreciative of any insights shared. Many thanks,
    • March 16, 2023
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: CEO, President, ED title choice and differences

    Hello everyone, We're reaching out to see if anyone has any resources about the difference between a CEO, Executive Director and a President of a Community Foundation? Info related to any foundation type would also be helpful. If there are differences in the job descriptions for those titles or if it is simply a choice of term for the title, we'd be thankful for any info you can share. Many thanks! Georganna
    • March 15, 2023
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Funders & Equity Frameworks

    Good afternoon – I would like to ask my grantmaking peers willing to share – what did your path to building in equity framework or processes look like as a Grantmaker? We are working alongside an area partner funder to identify our strategies and goals for this work and I was curious if anyone else was willing to share their experiences. We have recently started diving into the Equitable Evaluation Framework (EEF) provided by GEO and their partners. Over the past few years, our organization has increased focus on diversity internally but as we prepare to implement new frameworks or philosophies in our programs, we have a lot of questions. We do not want to set up a process that does not sustain or embed equity across our work. We don’t want to check boxes, so to speak. Have you successfully implemented the EEF or are you working towards it? I’d love to chat with you! Heather
    • February 8, 2023
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Wellness Grants for Executive Leadership

    Dear GEO Community, Our foundation works closely with nonprofits that serve families and children in the region. We have focused on organizational resiliency and capacity building, and over the last several years, we noticed a critical need for executive leadership wellness and self-care. The foundation plans to offer new wellness grants to executives at our partner nonprofits, but this is a new funding area for us! What is your experience with wellness grants, leadership burnout support, and nonprofit leadership self-care? I would love to know more about your grant guidelines, how funds were used, and overall feedback from your grantees. Thank you very much! Laura
    • February 8, 2023
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Fundraising foundations - do you charge an administrative fee?

    Dear GEO Community, Siebert Lutheran Foundation (SLF), an independent, private foundation that advances the Lutheran church and its ministries, recently created a new initiative we call Siebert Serves to increase resources and grants for our grantees. This is the first time in our history we are accepting gifts from donors and foundations, which will be used to support our grantees. Some of the ways donors give: 1. Make a "pass-through" gift (money designated for a grantee which is dispersed by SLF directly to the grantee) 2. Create a named Endowment Fund 3. Direct their DAF gift to a grantee 4. Make an unrestricted gift for endowment, bequests, or estate gifts. We are considering implementing a "fee for service" agreement where a percentage (1-3%) of funds from the types of gifts named above will be retained by Siebert to support the fundraising cost associated with securing gifts. We are interested in knowing if your foundation has/has not implemented a “fee for service” agreement, the rationale behind the decision, and the result. Thank you for sharing your thoughts here or if you are willing to take a 2-minute survey to provide your information, please click here: Siebert Lutheran Foundation - charging administrative fees Survey (surveymonkey.com). Thank you! Your input and experience will help us make an informed decision regarding this process.
    • January 26, 2023
    • Bo Dorsey