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 101 results.

  • GEOList Members Only

    GEOList Summary: Alternative methods to final reports

    Dear GEO Fellows! After one year of re-evaluating our approach to grantmaking, we landed on a high touch approach throughout our processes that is built on relationship building, longer term commitments, and a user-friendly process from start to finish. To that end, we want to explore alternative methods to traditional reports. Currently we have built-in a few questions in our portal that enables the grantees to report on outcomes, successes, challenges and allows for some basic narratives. We understand that every foundation captures data differently and a lot of nonprofits end up spending significant time completing reports, so we want to see if there is something better out there. Question: Has anyone tried a different approach aside from asking for a narrative report or something that is quantitative data intensive? Has anyone experimented with video reports submissions or qualitative narrative based blogs or other storytelling methods? I would greatly appreciate if you share your methods if you are doing it differently.
    • March 12, 2020
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Information on Settlement Funds

    Good Morning We are seeking information from any Community Foundations who were the recipient of settlement dollars from a community wide, local or national class action law suit that was settled out of court. How did you set up a fund to distribute the settlement dollars? What criteria did you use to distribute the funds? Did you make part of the settlement dollars permanently restricted for future use? Any other information regarding this type of settlement and/or fund creation to benefit the community would also be helpful. Thank you in advance
    • March 12, 2020
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Mental Health and Wellness Grants for Nonprofit Staff

    Hello Colleagues, In 2018, the Peery Foundation piloted an offering where we granted up to $35,000 per year (for 1-3 years) to fund mental health services and staff wellbeing programs for grantees providing direct services to youth and families in poverty. While the majority of participants have used the funds to provide individual and group therapy to staff, grantees have also opted to use the funds for the following activities: • Team Retreats • Team Bonding Activities • Psychoeducational workshops for the team • Training: Sexual harassment, DEI, vicarious trauma, etc We're launching the second phase of the pilot this year and looking to learn from and collaborate with our peers and colleagues. Are you trying something similar with your grantees? Do you know of a funder or organization who is leading the way on this work? Please share your recommendations, reports and referrals. We'll be using your responses to inform a field scan as we start an external evaluation of this program. We'd be happy to share more about what we've learned and continue to learn along the way, so please email me directly if you'd like to stay in touch!
    • March 12, 2020
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Question about operations ratios

    Hi all - I work with a lean family foundation - we have 6 full time staff and grant anywhere from $7MM to 10MM a year. I am trying to determine a target ratio of operating expenses to grantmaking. Anyone have a target? Is there an "industry" standard anyone can point me to?
    • February 19, 2020
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Question about staff directed grants as a staff benefit at foundations

    Hi all, I was wondering if any of you have a staff benefit where employees are able to annually recommend a grant to a nonprofit in your service area? If so, how much are they able to recommend and what’s the process for the opportunity?
    • February 19, 2020
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Question about grantee geography tracking and analysis

    Greetings, I am seeking additional information on the geography information that is entered by applicants that are submitting grant proposals. Is there a tool or software that can track and/or analyze entered geography information? Specifically from the data provided by applicants that submit grant proposals?
    • February 19, 2020
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Executive Directors serving as Board Members?

    Hello GEO Community, We are seeking some sense for how common it is for executive directors to also be board members – in particular at Family Foundations? If anyone would be up for sharing their experience with this and any feedback, that would be super. Thank you!
    • November 7, 2019
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Supplier Diversity Policy - - examples?

    Would anyone be able to share with me their Supplier/Vendor Diversity Policy? I am looking for both foundation and nonprofit examples.
    • October 30, 2019
    • Bo Dorsey
  • GEOList

    GEOList Summary: Using GMS for evaluation and learning

    I’m interested in hearing from peers how you utilize your Grants Management System (GMS) to support evaluation and learning work. Our current system at the National Endowment for Democracy is configured more for the grant and compliance side of our grantmaking and all of our evaluation and learning work is happening in “shadow” systems. We’re working with a consulting firm that’s taking us through a process, so my questions are more about how your GMS fits into your evaluation and learning work and what you like/don’t like about your current set-up. This is probably better suited to a conversation rather than an email, so please respond if you’re willing to speak with me and we can connect. Thank you in advance,
    • October 25, 2019
    • Bo Dorsey
  • 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