Resources

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

Publication

Learning in Philanthropy: A Guidebook

When grantmakers focus on learning for improvement, we use evaluation and learning to generate information and insights that will help us better understand both how we’re doing in our work and how to improve. A focus on taking action based on what we learn ensures that we are engaged in strategic or applied learning. This publication serves as an orientation for staff and board members highlighting key concepts, how to get started, and how others in the field are thinking about and addressing important issues around learning. This publication provides a solid basis for thinking and talking about the next steps in your organization’s learning work.
  • May 12, 2019

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About 148 results.

  • GEOList Members Only

    GEOList Summary: Faith-based funding guidelines?

    The Mat-Su Health Foundation (MSHF) is interested in best or promising practices, or guidelines/policy that work for your foundation around funding faith-based programming/organizations that provide health and social services in the community. We are interested to know if you impose any restrictions on the use of funding for any types of faith activities and whether you require that the health and human service programs provided by faith-based entities serve ALL residents regardless of their faith, gender identification and/or sexual orientation. Thank you in advance.
    • June 3, 2020
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Amplifying Discretionary Grants

    Hi GEO Friends, Our board members have made some discretionary grants that have led to interesting lessons and outcomes. For example, one joined forces with a city agency to fund a civic project that gained significant public attention and engaged numerous residents. The grant was so successful that the project was extended and later opened the door to other community engagement projects in that location. What started out as a small grant, had an big impact in a short amount of time and has since led to new partnerships. We have other examples like this. Our board members would like to blog about their experiences. We are aware of the dangers of doing this, of course, and our staff will pull together a list of pros and cons for the board to consider. However, we are wondering if any foundations have done anything to amplify their discretionary giving? If so, how did it go? If you think this is a terrible idea based on experience, I’d love to hear about that as well. I would appreciate your input. Thanks so much.
    • March 27, 2020
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Fundraising Question

    Dear Colleagues - The Foundation for a Healthy Kentucky is a grant making public charity and not a private Foundation. We have a policy to not compete for grants or conduct other fundraising activities that would put us in competition with the vary organizations who may seek funding from us. Our Board has decided to revisit this policy and explore the possibility of conducting its own fundraising activities. Does anyone else have a policy on fundraising or pursuing grants or has explored this within their organizations? And if so, would you be willing to share?
    • March 17, 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

    GEOList Summary: Foundation funding for policy advocacy

    Colleagues - I am writing a brief on different models of foundation funding for policy advocacy, on any topic. I'm reaching out with a couple of questions/invitations. I know of many models (and Alliance for Justice resources), but if anyone is particularly proud of your model of funding policy advocacy, I'd love to try to include it (especially use of the specific project grant rule). Second, would anyone be interested in reviewing the draft (about 3000 words) and giving me feedback? Thanks!
    • October 25, 2019
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Consultants for racial equity in investments

    Have you worked with and/or know of sector consultants that advise on racial equity in investment policies? I’m looking to learn about those with experience advising and facilitating discussion for funders, who have knowledge of the landscape of investment management firms.
    • August 13, 2019
    • Rylan Kepner
  • GEOList Members Only

    GEOList Summary: Funding for Operating Foundations

    Can anyone weigh-in on whether your private foundation tends to make grants to operating foundations? If not, why not (e.g., legal barriers, comfort level, etc.)? If you foundation does make grants to operating foundations, what additional information or requirements do you ask the applicant to provide or meet?
    • April 19, 2019
    • Rylan 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
    • Rylan 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
    • Rylan 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
    • Rylan Kepner