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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  • 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: Application Period

    Hello all, What is the shortest and longest grant-application period for your organizations? Six weeks from date of application to deadline is the shortest application period for us – however I am looking at running one program application for just five weeks. I thought I would ask this universe of colleagues what your application periods look like.
    • December 11, 2019
    • Bo Dorsey
  • GEOList

    GEOList Summary: Question about corporate volunteerism and dollars for doers

    Our company has had a volunteer time off policy for many years, whereby we allow employees to volunteer on work time. Additionally, we have a program where employees can apply for a grant to a nonprofit where they volunteer on their personal time. Volunteer time off – up to one day of paid time off (with leader approval, honor system) Volunteer grant program – minimum 25 hours; $10 per hour up to $500 We are curious about current trends and best practices. If you work for a company that offers either of these programs, please reply to let me know how this program compares to yours. Additionally, if you know of a company that offers either, please let me know the name of the company.
    • December 2, 2019
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Self-Care and Wellbeing at Grantee Partner Convenings?

    Hi GEO community, I'm planning a convening for partners working on the frontlines of the migration crises in Central America, Mexico, and the U.S., and looking for thoughtful ideas, both big and small, to bring some self-care and wellbeing to the space we will be creating together. What are ways you've seen some self- and collective care integrated into conferences or gatherings? Or ideas you'd love to implement but haven't had the chance? If you've been thinking about self-care/wellbeing and its importance to the success and resilience of your partners, do reach out. I'd love to have a conversation.
    • November 11, 2019
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Transition support for nonprofit staff/board members

    Hello GEO Community, We continue to see an ongoing need for transition support for our grantees at both the staff and board levels. So far, we have been handling as one-off requests but it’s been constant. What are you doing to respond in a fair and equitable manner that meets organizations and boards/staff where they are in the process? How much funding support are you offering and what types of resources or access to coaching have you provided that has worked? We’re looking to create a better process than the one we have now – and want to have some comparison data that allows us to make the case for this type of support as essential for minimizing the disruption that these transitions create for an organization. I appreciate any and all guidance this community can give. With gratitude,
    • November 7, 2019
    • 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