Resources

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

Publication

Shifting the Evaluation Paradigm: The Equitable Evaluation Framework™

This publication provides an overview of the impetus for the Equitable Evaluation Framework™ (EEF) and attempts to document early moments and first steps of engagement with U.S. philanthropic institutions — most often their research, evaluation and learning staff — whom we refer to as foundation partners throughout this publication. The themes shared in this publication surfaced through conversations with a group of foundation staff who have been part of the Equitable Evaluation Project, now referred to as the Equitable Evaluation Initiative (EEI), since 2017 as advisors, investment partners and/or practice partners.
  • April 30, 2021

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About 1062 results.

  • GEOList Members Only

    GEOList Summary: Guidance on Work with Grantees

    I am writing today to see if you have guidance at your foundation for program staff about working well with grantees that you could share with us. We are embarking on a cross-foundation effort to create guidance for program staff on many dimensions doing excellent work with grantees. This might include guidance for how to engage grantees (i.e, communications, responsiveness, site visits, frequency of contact) or guidance on what to cover (i.e., how success will be measured, the role of and plans for evaluation, full/true costs of grantees’ work, D/E/I topics, and so forth).
    • December 17, 2018
    • Rylan Kepner
  • GEOList Members Only

    GEOList Summary: Model Language and Best Practices for Multi-Year Grant

    We are introducing a multi-year grant for the first time, specifically a three year grant. We would appreciate hearing back as to best-practices for reporting and/or model for language proposing a multi-year grant to a grantee.
    • December 14, 2018
    • Rylan Kepner
  • GEOList Members Only

    GEOList Summary: Indirect Rate

    I am seeking guidance on a more equitable policy for Indirect. I am noticing that more and more nonprofits are adding an indirect rate to their grant budgets. It used to be that we only saw this with universities and research entities. When talking to some of our grantees about this rate, I've learned they each calculate the rate differently. Also, when an applicant breaks down what would normally be considered "indirect," we don't add up the expenses to see if they come within our policy. Our current policy is no more than 12% (but again, that's if they title it "indirect.") Please include your average grant size or grant range in your response.
    • December 11, 2018
    • Rylan Kepner
  • GEOList Members Only

    GEOList Summary: Resources for Philanthropic Board Development with an Equity Lens

    I'm wondering if any of you have insights, processes, or resources to share on board development with an equity lens?
    • November 27, 2018
    • Rylan Kepner
  • GEOList Members Only

    GEOList Summary: Futurist Speaker Suggestions

    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?
    • November 9, 2018
    • Rylan Kepner
  • GEOList Members Only

    GEOList: Long-term Investing

    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?
    • November 6, 2018
    • Rylan Kepner
  • GEOList Members Only

    GEOList Summary: Multi Year Support

    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.
    • October 23, 2018
    • Rylan Kepner
  • GEOList Members Only

    GEOList Summary: Reporting + renewal proposal

    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?
    • October 18, 2018
    • Rylan Kepner
  • Related Materials Members Only

    GEO’s Resources on Equity

    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.
    • October 10, 2018
  • GEOList Members Only

    GEOList Summary: Evaluation of Equity, Diversity and Inclusion Capacity Building Initiative in the Arts

    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?
    • October 10, 2018
    • Rylan Kepner