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 673 results.

  • GEOList Members Only

    GEOList Summary: Social Inclusion for Part Time Staff

    I am interested in getting info from funders with part-time staff regarding participation in social events the foundation puts on for staff. Holiday party, any team-building efforts such as a picnic, ballgame, etc. I’d like to know if things happen during the work day, are part-time staff invited, and if so, are they paid for this time as part of their part-time wages.
    • August 29, 2019
    • Rylan Kepner
  • GEOList Members Only

    GEOList Summary: Process Improvement

    We are in the 2nd year of our now annual open funding grant cycle. By design, we decided to have an annual grant application deadline and generally follow the same grant cycle from applications submitted (July), to final awards announced (November), to grant agreements executed and funds paid (December). And in each funding cycle, identical grant periods, annual reporting and payment schedules (November/December). However, we’re now realizing (ha!) that as each funding cycle is annually held, we’ll have a collision of multiple funding cycles – both applications in the current year that are being approved and paid AND grants awarded in previous years that are submitting annual reports for their next payment all at the same time. Which of course will make for an extremely busy November/December every year. Glad we’re thinking about this now before we get too many cycles under our belt, but even with a 2018 and 2019 cycle, it’s a bit daunting especially for a smaller staff. Has anyone run into this before? Any advice?
    • August 22, 2019
    • Rylan Kepner
  • GEOList Members Only

    GEOList Summary: Consultants for racial equity in investments

    Have you worked with and/or know of sector consultants that advise on racial equity in investment policies? I’m looking to learn about those with experience advising and facilitating discussion for funders, who have knowledge of the landscape of investment management firms.
    • August 13, 2019
    • Rylan Kepner
  • GEOList Members Only

    GEOList Summary: Capacity Building Grants-Grants Committee or not?

    We are planning the launch of a new mission acceleration grants program- grants for capacity building/TA. For our previous capacity building grantmaking, the Nonprofit Leadership and Effectiveness staff have made the funding decisions. It has been suggested that we form a grants committee to make these decisions. I have some concerns regarding this approach for these types of grants. Is anyone using a grants committee for capacity building grants? I’m curious to know how it structured including the types of folks that serve on the committee. Thanks in advance for any information or insights that you can provide.
    • August 12, 2019
    • Rylan Kepner
  • GEOList Members Only

    GEOList Summary: Seeking learning and sharing platform for grant partners

    Hello, We are exploring ways to improve our evaluation and learning as a partner. We are hoping to explore a platform that would go beyond a traditional reporting structure and would allow grant partners and community leaders to utilize something similar to a listserv to both inquire and share learnings from their work. We would love to hear about any successes and/or challenges in developing this type of resource, what platform might work, and if being a funder presented any barriers (thinking about power dynamics). Best,
    • August 7, 2019
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Long-term and renewal grantees: how you do it?

    Hello everyone, This is probably a perennial question for a lot of us, but I wanted to ask anyway and learn from your responses: - Does your foundation make any longer-term grants or engage in longer-term funding relationships with grantees through grants that are renewed over a number of years? - If yes, what does that look like? o Is it a well-defined program approach in which different types of grants are treated as automatic renewals or automatic multiyear grants? Or is it a funding mechanism your foundation has developed over time as a time-saver for the grantmaking staff? o Do you automate renewals? o Do you require anything different, any less or any more in the application or in the due diligence, from longer term or renewal grantees than you do from first-time or short-term grantees? o If you issue a formal agreement to your renewal or longer-term grantees, does that agreement look different from the one you would issue to a first time or one-time grantee? o Do you have a limit on how many times you will renew a grant? o What are some lessons learned about long-term renewals that you would be willing to share with other donors? Thank you for helping me think this through. All the best,
    • August 7, 2019
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Seeking Social Network Analysis Consultant Recommendations

    Good morning GEOList: We are a grantmaking and an operating foundation, and we collect a lot of data on connections between program cohort participants, and between participants and organizations in our grantmaking network. We are interested in hiring a consultant to help us clean and standardize the data, and answer questions like:  What does the network look like, within and between cohorts and organizations?  Have new connections developed over time?  Have existing connections been maintained and/or strengthened?  Are there more higher level interactions over time (e.g. professional rather than social)?  Where are the hubs/animators within the network? Where are the outliers? If you have worked with a firm that can provide social network analysis consulting, I am interested in hearing about your experience (good and bad) and to see any deliverables you are able to share.
    • July 25, 2019
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Program Dashboards

    Michael Reese Health Trust is looking to better articulate our foundation’s impact. As part of our revised grantmaking program, we are looking for a high-level dashboard (mixed quantitative and qualitative data) to report on progress by strategic program area that we will share with our Board. We noted a previous discussion on Dashboards in the GEO community in 2012, though some of the contacts and links are outdated. Would you be willing to share resources or templates that have been helpful for your foundation? Thanks for your consideration,
    • July 22, 2019
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Zoom live-captioning recommendations

    Hi folks, My work is going to start using live captioning to make our Zoom meetings and webinars more accessible. I wanted to ask whether anyone had any recommendations for affordable third-party live captioning companies? We have a simple 60-minute Zoom webinar with less than 30 participants happening early next week, so hoping to set this up ASAP. Thanks!
    • July 22, 2019
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Carbon offsets for flying

    Do any of your foundations buy carbon offsets when your staff travels by plane? Thanks,
    • July 22, 2019
    • Bo Dorsey