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 143 results.

  • 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
  • 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
    • Rylan 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
    • Rylan Kepner
  • GEOList Members Only

    GEOList Summary: Small Grants Process

    For the sake of diversity, equity and inclusion, the Saint Louis County Children’s Service Fund would like to expand the application process to encourage organizations that may not have capacity for the regular core funding request for proposals. We are considering a small grants process that would remove barriers for grass roots and/or small capacity organizations. What processes do GEO members have for small grants or to encourage new/small agencies to apply?
    • July 19, 2018
    • Austin Frizzell
  • Event Materials Members Only

    2018 National Conference Discussion Guide: The GEO Community at 20

    Over the last 20 years, the GEO community has worked to transform a desire for results into real improvements by creating spaces where grantmakers learn together and use that learning to drive concrete changes in the way grantmaking work gets done. As a field, we've made progress. And, as we continue learning together, our understanding of effective philanthropy evolves.
    • June 13, 2018
  • GEOList Members Only

    GEOList Summary: Alternative Funding Models

    Allegany Franciscan Ministries is interested in utilizing various methods other than traditional grant-making to support communities in our place-based initiative, such as social impact funds, micro-grants/loans, loans (directly or through a CDFI), payments to for-profit entities and consultants to deliver a service such as community outreach and marketing or leadership development, and others. I am both looking for resources and example, AND looking for someone who can present to my board of directors on June 19 as part of a panel, describing an alternative practice from the lens of a foundation.
    • May 21, 2018
    • Austin Frizzell