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 118 results.

  • GEOList Members Only

    GEOList Summary: Does your foundation reimburse board directors for mileage?

    Hi everyone,   We are doing a little research to see if other foundations reimburse board directors for mileage to attend board meetings and other site visits, in addition to regular board compensation.
    • November 11, 2021
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Grantmaking Manual Re-Write Request

    Oak is in the process of several grant-making improvement projects including developing a new grants management system, streamlining the grant-making process, and clarifying due diligence. As these projects are being developed, we would like to bring on a consultant who will help us envision and develop a harmonised and centralised resource that provides comprehensive instructions on how to make a grant. This resource should be simple, organised, easy to find information, and make good use of visuals to aid in understanding the process. Ideally, the consultant would also serve as a thought partner in developing the training of staff to launch the new resource.
    • September 30, 2021
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Employee Benefits

    Employee Benefits question For those who cover a percentage of the premium for employees who participate in your foundation’s group medical health insurance plan, do you continue to pay any portion of the monthly costs when the employee goes on Medicare?    Further, for employee spouses who participated in the group medical health insurance plan, do you pay any portion of the monthly cost for spouses when they go on Medicare? 
    • September 30, 2021
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Tuition Reimbursement Policy/Practice

    We are looking to create a tuition reimbursement policy and developing a practice for employees who want to pursue degrees or certificate during their employment. If you have a policy and/or a practice in this space, I would most appreciate anything you might share here about it.
    • September 30, 2021
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Seeking grants management system recommendations

    Hello – we’re conducting some research on grants management systems (GMS) and wanted to hear from others if they have a GMS that they might recommend? The system needs to be robust with both internal management and external application infrastructure. System needs to support at minimum: multiple grants rounds within a year with no less than 15 unique applications; deployment of multi-year grants; processing of more than 2500 grant awards within a year; integration with a financial management system and process no less than 3000 payments within a year; management of over 100 internal users and over 900 external users; processing of at least $150mm in a single, year-long grant cycle; and robust reporting functionality. Thank you!
    • September 14, 2021
  • GEOList Members Only

    GEOList Summary: Bad Actor Policy Example

    Hi All, Would anyone be willing to share examples of grantmaking policies prohibiting grants to hate groups, organizations under active investigation and/or organizations unreflective of the foundation's values? If the policy was written for a community foundation that would be especially helpful. Thank you,
    • September 1, 2021
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Branding and Communications Consultant Recommendation

    Hello!  I work with the Stryker Johnston Foundation in Kalamazoo, MI. We are currently in the process of seeking a branding/communications consultant to assist us in our brand development efforts. We want them to have experience working with nonprofits, align with our anti-racist platform, and have expertise in developing visual brand identities. We will be intentional about working with folks that are representative of our grant partners. If you all have recommendations, could you please send them my way? Appreciatively, 
    • July 30, 2021
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Key Stakeholder Compensation Plan

    Good Afternoon All, For effective and inclusive community change planning, our foundation has begun to work closely with local community members who will be affected by the proposals and projects under discussion. Our foundation is examining how to appropriately compensate individuals and collaborators who bring their community knowledge and experience to the planning and decision-making table. We are seeking to engage community partners through several avenues, such as serving on a committee or task force, attending meetings, and bringing questions and proposals for discussion back to neighbors and networks. We understand that providing expertise in a meaningful way and on an ongoing basis is a large time commitment for residents and agency staff members alike. To that end, we are seeking information from fellow funders on how you compensate key stakeholders and community partners for their time. How do you select key stakeholders? How are they compensated? Any best practices on communicating engagement/partnership expectations? Thank you in advance for any information you can share. Warmly,
    • July 23, 2021
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Cyber Insurance

    Hello Colleagues, We are wondering about cyber insurance, particularly in view of remote work. Has anyone had experience with getting cyber insurance and/or the benefits (or not) of having such insurance? We’re wondering if there is a trend toward getting this insurance in the foundation/philanthropy serving organization, world. Thanks so much for any perspective you can share!
    • April 5, 2021
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Vacation Days and Carryover due to COVID

    Hi all, We are exploring how/if to adjust our PTO policy due to COVID (and just generally) and I’m interested in the following: • Do you allow staff to carry over unused vacation days? o If so, is there a time by which they have to use those days? • If you do not allow carryover days typically, are you allowing it in 2021 due to COVID? o If so, are you placing restrictions on when days must be used and/or how many days may be carried over? • How many vacation days are new staff allotted? • What does accrual look like (at what point do staff accrue more days, how many days, etc.?) • Do you allow employees to “buy” vacation time? Is unused vacation time eligible for pay out? Thanks for your input!
    • March 15, 2021
    • Bo Dorsey