Resources

From publications to toolkits, GEO’s resources lift up experiences from your peers to help you turn knowledge into action.

Publication

Engaging Boards and Trustees in Strategic Learning: A Toolkit

The fields of strategic learning and evaluation have also grown and shifted over the last decade, and new ways of thinking about and evaluating grantmaking and its impacts have emerged. This paper responds to these changes and provides a fresh outlook and set of resources for grantmaker CEOs, evaluation staff, and senior leaders to use to engage their boards and trustees in strategic learning. Our hope is that staff and leaders use any or all of the ten tools we have developed to help board members and trustees understand what strategic learning is (and isn’t), why it is important, and how to better incorporate strategic learning practices into their work.
  • January 17, 2019

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About 986 results.

  • GEOList Members Only

    GEOList Summary: Financial reserves Best Practices

    We are researching best practice for a reserve amount that would ensure stability and sustainability of program funding. Any experience, feedback or resources on the area of reserves would be appreciated.
    • December 28, 2018
    • Emily Kepner
  • GEOList Members Only

    GEOList Summary: Strategic Planning Lessons Learned

    We are venturing into a strategic planning process for a 2 and 5 year internal strategic plan, and we have engaged a consultant to support us in this process. I am curious to hear/read any key lessons learned in the process of strategic planning (we should have done that, wish we didn’t do that, oh my I never thought of that – these kinds of things).
    • December 27, 2018
    • Emily Kepner
  • GEOList Members Only

    GEOList Summary: Grantees on Your Board

    If you include current or past grantees on your board, how do you handle the possibility of those organizations applying for funding? I’d love to know your rationale and/or guidelines for allowing or not allowing them to apply for grants from your foundation.
    • December 19, 2018
    • Emily Kepner
  • GEOList Members Only

    GEOList Summary: Relocation Allowence

    Would you mind sharing your relocation allowance policy? I’m trying to get a sense on whether we are offering new hires a fair and competitive benefit.
    • December 18, 2018
    • Emily Kepner
  • GEOList Members Only

    GEOList Summary: Guidance on Work with Grantees

    I am writing today to see if you have guidance at your foundation for program staff about working well with grantees that you could share with us. We are embarking on a cross-foundation effort to create guidance for program staff on many dimensions doing excellent work with grantees. This might include guidance for how to engage grantees (i.e, communications, responsiveness, site visits, frequency of contact) or guidance on what to cover (i.e., how success will be measured, the role of and plans for evaluation, full/true costs of grantees’ work, D/E/I topics, and so forth).
    • December 17, 2018
    • Emily Kepner
  • GEOList Members Only

    GEOList Summary: Model Language and Best Practices for Multi-Year Grant

    We are introducing a multi-year grant for the first time, specifically a three year grant. We would appreciate hearing back as to best-practices for reporting and/or model for language proposing a multi-year grant to a grantee.
    • December 14, 2018
    • Emily Kepner
  • GEOList Members Only

    GEOList Summary: Indirect Rate

    I am seeking guidance on a more equitable policy for Indirect. I am noticing that more and more nonprofits are adding an indirect rate to their grant budgets. It used to be that we only saw this with universities and research entities. When talking to some of our grantees about this rate, I've learned they each calculate the rate differently. Also, when an applicant breaks down what would normally be considered "indirect," we don't add up the expenses to see if they come within our policy. Our current policy is no more than 12% (but again, that's if they title it "indirect.") Please include your average grant size or grant range in your response.
    • December 11, 2018
    • Emily Kepner
  • GEOList Members Only

    GEOList Summary: Resources for Philanthropic Board Development with an Equity Lens

    I'm wondering if any of you have insights, processes, or resources to share on board development with an equity lens?
    • November 27, 2018
    • Emily Kepner
  • GEOList Members Only

    GEOList Summary: Futurist Speaker Suggestions

    A colleague of mine is working with a large progressive behavioral health and human services organization serving young people in 12 states. They would like to bring a futurist to their Annual Retreat. A fee would be paid. Who would you recommend that could speak about any one of three topic areas listed below: 1. How will behavioral health and human services be delivered in 2030- such as using technology, the contract structure, relying on predictive analytics, scientific discoveries, creating service networks to provide a continuum of care, etc.? 2. How technology will have changed our world in 2030 in terms of how we live, work, play, and access services? 3. The relevance of the human service nonprofit sector as a critical service link in meeting the needs of our society in 2030 and the business model that will support them?
    • November 9, 2018
    • Emily Kepner
  • GEOList Members Only

    GEOList: Long-term Investing

    We are actively reviewing the benchmark established for our long-term investment portfolio. Would you be willing to share your long-term asset allocation and the corresponding benchmark used?
    • November 6, 2018
    • Emily Kepner