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: Multi Year Support

    There is a foundation interested in giving multi year grants for the first time. They are searching for some best practices in how to design and implement this new approach, what budgeting guidelines to use (specifically best ways to decide what percentage of their grant making to allocate for this), and any other insights related to implementing multi year grants in a sustainable and impactful way.
    • October 23, 2018
    • Emily Kepner
  • GEOList Members Only

    GEOList Summary: Reporting + renewal proposal

    One goal we have is to combine final reports with renewal proposals. Does anyone have examples to share of this sort of combined report/proposal format and how you’ve sequenced deadlines, conversations and due diligence, and renewal grant recommendations?
    • October 18, 2018
    • Emily Kepner
  • Related Materials Members Only

    GEO’s Resources on Equity

    In your first year of GEO membership, to help you stay informed of the emerging trends and promising practices from the field, we'll point you to GEO's publications, research and peer conversations. Below, find some of GEO’s tools and resources on equity. We hope these are helpful as you explore how GEO can support your work.
    • October 10, 2018
  • GEOList Members Only

    GEOList Summary: Evaluation of Equity, Diversity and Inclusion Capacity Building Initiative in the Arts

    In addition to advancing EDI in our own work and that of our grant partners, we want to share learnings from the Diversity in Theater initiative with the broader theater community and other funders working at the intersection of arts and social justice. Have you taken on a similar learning, evaluation, and field-building initiative at your foundation? If so, would you be willing to share your process and approach with us, including potential pitfalls to avoid and opportunities to explore?
    • October 10, 2018
    • Emily Kepner
  • GEOList Members Only

    GEOList Summary: Information requested on employer educational benefits

    One of our members is interested in learning more about what funders and nonprofits are offering in terms of education benefits for their employees. They are not seeking information on tuition reimbursement (employee pays first, seeks reimbursement), but rather scholarship or grant programs that support employees in their pursuit of a higher education degree or credential.
    • October 8, 2018
    • Emily Kepner
  • GEOList Members Only

    GEOList Summary: Shared, back-office services models for small nonprofits

    We are exploring the possibility of co-funding shared, back-office services for a group of mutual grantees (shared-services is essentially pooling and “outsourcing” administrative functions to alleviate the burden on small-staff and emerging nonprofits). We’d like to hear from other grantmakers who have successfully funded this type of work for their communities. Specifically, has anyone identified and funded a suite of services like HR or bookkeeping, to build the capacity of their emerging nonprofits? If so, what was your experience like? What did you consider in the evaluation process? Or, if you’ve developed your own shared-services model as part of your broader capacity building work, how did you go about this?
    • October 4, 2018
    • Emily Kepner
  • GEOList Members Only

    GEOList Summary: Questions regarding Donor Advised Funds

    Has anyone ever used a term of years for the privilege of advising on the fund? The second question relates to the IRS pronouncement (Notice 2017-73) that the fulfillment of donor pledges through a grant from a donor advised fund would be treated as incurring “no more than incidental benefit” for the donor advised fund advisor. Have you addressed this in your donor advised fund policy? If so, how did you frame it? Have you also addressed charity events and membership fees?
    • October 1, 2018
    • Austin Frizzell
  • Publication Members Only

    Get on the Balcony: How Grantmakers Can Ignite Change

    This publication seeks to offer some helpful approaches for jump-starting a change initiative, drawn from the reflections of GEO members who have been tasked with assessing challenges and cultivating the conditions for a productive change process.
    • September 20, 2018
  • GEOList Members Only

    GEOList Summary: Pediatric Vision Services

    I am researching pediatric vision programs that provide diagnostic and corrective services for a private foundation in the KC area. The foundation is primarily interested in programs with school-based delivery. I’m interested in learning about similar programs across the country and any lessons learned from foundations’ investments in those programs.
    • September 14, 2018
    • Austin Frizzell
  • GEOList Members Only

    GEOList Summary: Structuring matching grants

    What requirements do you put on the match? For example, must the funds be from a new donor to qualify, or do you simply look at total contributed income in one year versus the previous year? How do you calculate/verify the amount of qualifying funds raised? For example, do you require final 990s or audited financial statements?
    • September 13, 2018
    • Austin Frizzell