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.

Filters

About 115 results.

  • GEOList Members Only

    GEOList Summary: Question about fiscally sponsored projects

    Hello Everyone! We're trying to understand how funders view fiscally sponsored projects. In particular: Do grantmakers avoid fiscally sponsored projects? If the sponsor of the project doesn't have a really snappy Guidestar listing and/or website, does this impact the grantmaker's perception of the sponsored project? If a sponsored project has been successful and is looking to grow, is it preferrable for them (in the eyes of a funder) to become a separate nonprofit? Any general recommendations for a fiscally sponsored project? Thanks so much for any shared insights!
    • November 11, 2021
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Guiding Questions

    I am interested in more information about the use of guided conversations to augment if not replace select reporting requirements. If you are using site visits or other informal communications to gather application or reporting information - I would greatly appreciate you sharing any specific tools you use or insights you have gained through the process
    • September 30, 2021
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Foundation Fellowship Programs

    I’m doing some research into creating a (likely 2-year) post-college fellowship program and was hoping to get some insight from other foundations who manage this type of fellowship. In particular- • How do you manage recruitment? • What do the Fellow’s job description and assignments look like? • What are the ultimate goals of the Fellowship and how do you ensure they’re achieved?
    • September 30, 2021
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Seeking resources for evaluating an ED of a small foundation

    Does anyone have any recommended resources for evaluating an Executive Director of a small foundation?
    • August 30, 2021
    • Bo Dorsey
  • 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
  • GEOList Members Only

    GEOList Summary: Impact Report Samples

    Hello, Everyone! I am in search of Impact Report Samples. Please share a quick reference or link to anything you’ve found particularly inspiring and helpful ~ including samples that capture major, multi-year investments. The Sprouts Healthy Communities Foundation (nonprofit arm of Sprouts Farmers Market) operates a high-impact, multi-year grant program and will be producing a report (for board members and community at large) and we’d like to knock it out of the park! With advance gratitude for your generosity of time and insight,
    • August 4, 2020
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Promotional Kit for Grantees

    Good afternoon! We would like to encourage grantees to include us in their promotional materials for programs/projects/initiatives that we have funded. I’d like it to be a “kit” with various marketing verbiage and tools (like our logo) that we can send via a link to our grantees after a grant cycle, either hosted on a webpage or other “all-in-one” vehicle to make it very easy for them to pull the language or logo they need, with minimal support from our team. Do any other foundations have a promotional kit like this and ask grantees to include their foundation’s name/logo in their marketing and PR? If so, I’d appreciate knowing how you word this to your grantees, what tools you provide, and how you share those tools with grantees. Thanks!
    • August 4, 2020
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Consultant to assist in RFP process for Investment Firm Search

    The Mary Black Foundation will be undergoing a RFP process for Investment Firm this fall. We would like to use a consultant to help us through the process of soliciting and reviewing proposals. Do you have any recommendations for this service? Many thanks for your feedback!
    • July 24, 2020
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: National list of DEI/Social Justice consultants and firms

    Greetings! As community benefit organizations (non-profits) are competing for capacity building grants for strategic planning, board governance, etc. through a lens of social justice and equity, it’s becoming critically important for foundations to have a resource list of consultants and firms with this expertise. Does GEO or anyone else have a national roster? Thanks in advance.
    • July 9, 2020
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Best practices for processing grants via ACH transfers

    Hello Everyone, We are seeking recommendations/resources on best practices for processing grants via ACH transfers (including safeguarding banking information). If any of you do this and would be willing to share your advice, we’d be thrilled! Thank you and hope you are all well.
    • June 3, 2020
    • Bo Dorsey