Resources

I'm wondering if any of you have insights, processes, or resources to share on board development with an equity lens?

A colleague of mine is working with a large progressive behavioral health and human services organization serving young people in 12 states. They would like to bring a futurist to their Annual Retreat. A fee would be paid. Who would you recommend that could speak about any one of three topic areas listed below: 1. How will behavioral health and human services be delivered in 2030- such as using technology, the contract structure, relying on predictive analytics, scientific discoveries, creating service networks to provide a continuum of care, etc.? 2. How technology will have changed our world in 2030 in terms of how we live, work, play, and access services? 3. The relevance of the human service nonprofit sector as a critical service link in meeting the needs of our society in 2030 and the business model that will support them?

We are actively reviewing the benchmark established for our long-term investment portfolio. Would you be willing to share your long-term asset allocation and the corresponding benchmark used?

There is a foundation interested in giving multi year grants for the first time. They are searching for some best practices in how to design and implement this new approach, what budgeting guidelines to use (specifically best ways to decide what percentage of their grant making to allocate for this), and any other insights related to implementing multi year grants in a sustainable and impactful way.

One goal we have is to combine final reports with renewal proposals. Does anyone have examples to share of this sort of combined report/proposal format and how you’ve sequenced deadlines, conversations and due diligence, and renewal grant recommendations?

In your first year of GEO membership, to help you stay informed of the emerging trends and promising practices from the field, we'll point you to GEO's publications, research and peer conversations. Below, find some of GEO’s tools and resources on equity. We hope these are helpful as you explore how GEO can support your work.

In addition to advancing EDI in our own work and that of our grant partners, we want to share learnings from the Diversity in Theater initiative with the broader theater community and other funders working at the intersection of arts and social justice. Have you taken on a similar learning, evaluation, and field-building initiative at your foundation? If so, would you be willing to share your process and approach with us, including potential pitfalls to avoid and opportunities to explore?

One of our members is interested in learning more about what funders and nonprofits are offering in terms of education benefits for their employees. They are not seeking information on tuition reimbursement (employee pays first, seeks reimbursement), but rather scholarship or grant programs that support employees in their pursuit of a higher education degree or credential.

We are exploring the possibility of co-funding shared, back-office services for a group of mutual grantees (shared-services is essentially pooling and “outsourcing” administrative functions to alleviate the burden on small-staff and emerging nonprofits). We’d like to hear from other grantmakers who have successfully funded this type of work for their communities. Specifically, has anyone identified and funded a suite of services like HR or bookkeeping, to build the capacity of their emerging nonprofits? If so, what was your experience like? What did you consider in the evaluation process? Or, if you’ve developed your own shared-services model as part of your broader capacity building work, how did you go about this?

Has anyone ever used a term of years for the privilege of advising on the fund? The second question relates to the IRS pronouncement (Notice 2017-73) that the fulfillment of donor pledges through a grant from a donor advised fund would be treated as incurring “no more than incidental benefit” for the donor advised fund advisor. Have you addressed this in your donor advised fund policy? If so, how did you frame it? Have you also addressed charity events and membership fees?