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 100 results.

  • GEOList Members Only

    GEOList Summary: Impact Report Samples

    Hello, Everyone! I am in search of Impact Report Samples. Please share a quick reference or link to anything you’ve found particularly inspiring and helpful ~ including samples that capture major, multi-year investments. The Sprouts Healthy Communities Foundation (nonprofit arm of Sprouts Farmers Market) operates a high-impact, multi-year grant program and will be producing a report (for board members and community at large) and we’d like to knock it out of the park! With advance gratitude for your generosity of time and insight,
    • August 4, 2020
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Promotional Kit for Grantees

    Good afternoon! We would like to encourage grantees to include us in their promotional materials for programs/projects/initiatives that we have funded. I’d like it to be a “kit” with various marketing verbiage and tools (like our logo) that we can send via a link to our grantees after a grant cycle, either hosted on a webpage or other “all-in-one” vehicle to make it very easy for them to pull the language or logo they need, with minimal support from our team. Do any other foundations have a promotional kit like this and ask grantees to include their foundation’s name/logo in their marketing and PR? If so, I’d appreciate knowing how you word this to your grantees, what tools you provide, and how you share those tools with grantees. Thanks!
    • August 4, 2020
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Consultant to assist in RFP process for Investment Firm Search

    The Mary Black Foundation will be undergoing a RFP process for Investment Firm this fall. We would like to use a consultant to help us through the process of soliciting and reviewing proposals. Do you have any recommendations for this service? Many thanks for your feedback!
    • July 24, 2020
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: National list of DEI/Social Justice consultants and firms

    Greetings! As community benefit organizations (non-profits) are competing for capacity building grants for strategic planning, board governance, etc. through a lens of social justice and equity, it’s becoming critically important for foundations to have a resource list of consultants and firms with this expertise. Does GEO or anyone else have a national roster? Thanks in advance.
    • July 9, 2020
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Best practices for processing grants via ACH transfers

    Hello Everyone, We are seeking recommendations/resources on best practices for processing grants via ACH transfers (including safeguarding banking information). If any of you do this and would be willing to share your advice, we’d be thrilled! Thank you and hope you are all well.
    • June 3, 2020
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Evaluation Consultation Recommendation

    The Farash Foundation seeks a consultant to work with staff on creating an evaluation framework for its new strategic plan. Has anyone worked with an evaluation consultant or firm that they can recommend? Thanks and be well.
    • May 6, 2020
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Excellent Workforce and Early Childhood Examples - Mid-sized Cities

    Hello all, The Iowa West Foundation annually conducts a board retreat. We use this event as an opportunity to engage our board in seeing examples of what is working in other communities who are addressing problems we are facing locally. The trips have generated great lessons-learned that have influenced our giving in some very positive ways. This year we are looking for mid-sized cities that are doing innovative work addressing early childhood education and workforce development. We would appreciate any recommendations you have as we start to put together a plan.
    • March 30, 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: Alternative methods to final reports

    Dear GEO Fellows! After one year of re-evaluating our approach to grantmaking, we landed on a high touch approach throughout our processes that is built on relationship building, longer term commitments, and a user-friendly process from start to finish. To that end, we want to explore alternative methods to traditional reports. Currently we have built-in a few questions in our portal that enables the grantees to report on outcomes, successes, challenges and allows for some basic narratives. We understand that every foundation captures data differently and a lot of nonprofits end up spending significant time completing reports, so we want to see if there is something better out there. Question: Has anyone tried a different approach aside from asking for a narrative report or something that is quantitative data intensive? Has anyone experimented with video reports submissions or qualitative narrative based blogs or other storytelling methods? I would greatly appreciate if you share your methods if you are doing it differently.
    • March 12, 2020
    • Bo Dorsey