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 1120 results.

  • GEOList

    GEOList Summary: Streamlining the grant review process?

    Hello all! We are seeking any resources or methods that people recommend for creating a streamlined grant review process for board members who have larger numbers of grants to review. Thanks for any guidance or structure you’ve found helpful! Georganna
    • September 5, 2023
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Stipends for NPOs to apply for grant after being invited

    Hello all, We are seeking resources or sample policies for foundations that offer stipends to NPOs that they invite to apply, to cover the NPO’s time in filling out the application/write the proposal. Thank you as always for your knowledge sharing! Georganna
    • July 28, 2023
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Conflict of interest policies for board member grant reviewers

    Hello everyone, We are seeking examples of conflict of interest policies that covers the board for their review of grants, including recusals. Thank you! Georganna ___
    • July 12, 2023
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Demographic Data Collection Forms

    Hello all, Has anyone seen a form or other method of collecting demographic data from staff/constituents, that they feel is respectful and well done? We know that Candid is a good place to enter that demographic data once collected data but we've had questions from nonprofits and others about how best to collect the information from their staff and/or constituents. Any thoughts and/or resources you have would be much appreciated. Thank you! Georganna
    • June 26, 2023
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Funding organizations with endowments

    Hi GEO friends, We are revisiting how or when to support organizations with large endowments. We’ve discussed criteria like whether the endowment is unrestricted, how many months or years of operating reserves it contains, etc. Does anyone use any guidelines or have any resources to share re: whether to fund an organization with a sizeable endowment? Thanks in advance, Stephanie
    • June 26, 2023
    • Bo Dorsey
  • 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