Resources

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

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Get on the Balcony: How Grantmakers Can Ignite Change

This publication seeks to offer some helpful approaches for jump-starting a change initiative, drawn from the reflections of GEO members who have been tasked with assessing challenges and cultivating the conditions for a productive change process.
  • September 20, 2018

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About 949 results.

  • GEOList Members Only

    GEOList Summary: Shared, back-office services models for small nonprofits

    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?
    • October 4, 2018
    • Emily Kepner
  • GEOList Members Only

    Questions regarding Donor Advised Funds

    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?
    • October 1, 2018
    • Austin Frizzell
  • Publication Members Only

    Get on the Balcony: How Grantmakers Can Ignite Change

    This publication seeks to offer some helpful approaches for jump-starting a change initiative, drawn from the reflections of GEO members who have been tasked with assessing challenges and cultivating the conditions for a productive change process.
    • September 20, 2018
  • GEOList Members Only

    GEOList Summary: Pediatric Vision Services

    I am researching pediatric vision programs that provide diagnostic and corrective services for a private foundation in the KC area. The foundation is primarily interested in programs with school-based delivery. I’m interested in learning about similar programs across the country and any lessons learned from foundations’ investments in those programs.
    • September 14, 2018
    • Austin Frizzell
  • GEOList Members Only

    GEOList Summary: Structuring matching grants

    What requirements do you put on the match? For example, must the funds be from a new donor to qualify, or do you simply look at total contributed income in one year versus the previous year? How do you calculate/verify the amount of qualifying funds raised? For example, do you require final 990s or audited financial statements?
    • September 13, 2018
    • Austin Frizzell
  • GEOList Members Only

    GEOList Summary: Communicating about strategy change

    For those of you who have been through foundation strategy shifts, I am wondering what you have learned about communicating with grantees and non-grantees throughout the process? What worked well, and what did not seem to go so well?
    • September 13, 2018
    • Austin Frizzell
  • GEOList Members Only

    Faith Community Nurse Grant Opportunity Samples

    Our foundation is interested in creating a grant opportunity for local faith communities to apply to support the creation or ongoing support of an existing program. If your foundation has this type of opportunity, I’d be interested in your grant criteria, etc.
    • September 5, 2018
    • Austin Frizzell
  • GEOList Members Only

    GEOList Summary: Compensation levels for peer reviewers

    As the professional fall gets underway, I write with a question about payment of peer reviewers. We are currently examining our practices, and I am curious if there is an implicit consensus about compensation for reading and evaluating grant applications among funders.
    • September 4, 2018
    • Austin Frizzell
  • GEOList Members Only

    GEOList Summary: Cemetery Association Funds

    Our Foundation has been approached by a local Cemetery Association [501(c) 13] wishing to establish an endowed fund with us. Can anyone provide guidance on whether this is a permitted relationship? If it is permitted, are there specific expenditure responsibility requirements Do you classify it as a Donor Advised or Agency Fund?
    • August 31, 2018
    • Austin Frizzell
  • GEOList Members Only

    GEOList Summary: Recommendations for focus group convenings

    I am interested in any frameworks or tools, best practices or top three tips for doing focus groups well while respecting the community's time.
    • August 31, 2018
    • Austin Frizzell