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 82 results.

  • GEOList Members Only

    GEOList Summary: Seeking learning and sharing platform for grant partners

    Hello, We are exploring ways to improve our evaluation and learning as a partner. We are hoping to explore a platform that would go beyond a traditional reporting structure and would allow grant partners and community leaders to utilize something similar to a listserv to both inquire and share learnings from their work. We would love to hear about any successes and/or challenges in developing this type of resource, what platform might work, and if being a funder presented any barriers (thinking about power dynamics). Best,
    • August 7, 2019
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Long-term and renewal grantees: how you do it?

    Hello everyone, This is probably a perennial question for a lot of us, but I wanted to ask anyway and learn from your responses: - Does your foundation make any longer-term grants or engage in longer-term funding relationships with grantees through grants that are renewed over a number of years? - If yes, what does that look like? o Is it a well-defined program approach in which different types of grants are treated as automatic renewals or automatic multiyear grants? Or is it a funding mechanism your foundation has developed over time as a time-saver for the grantmaking staff? o Do you automate renewals? o Do you require anything different, any less or any more in the application or in the due diligence, from longer term or renewal grantees than you do from first-time or short-term grantees? o If you issue a formal agreement to your renewal or longer-term grantees, does that agreement look different from the one you would issue to a first time or one-time grantee? o Do you have a limit on how many times you will renew a grant? o What are some lessons learned about long-term renewals that you would be willing to share with other donors? Thank you for helping me think this through. All the best,
    • August 7, 2019
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Seeking Social Network Analysis Consultant Recommendations

    Good morning GEOList: We are a grantmaking and an operating foundation, and we collect a lot of data on connections between program cohort participants, and between participants and organizations in our grantmaking network. We are interested in hiring a consultant to help us clean and standardize the data, and answer questions like:  What does the network look like, within and between cohorts and organizations?  Have new connections developed over time?  Have existing connections been maintained and/or strengthened?  Are there more higher level interactions over time (e.g. professional rather than social)?  Where are the hubs/animators within the network? Where are the outliers? If you have worked with a firm that can provide social network analysis consulting, I am interested in hearing about your experience (good and bad) and to see any deliverables you are able to share.
    • July 25, 2019
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Zoom live-captioning recommendations

    Hi folks, My work is going to start using live captioning to make our Zoom meetings and webinars more accessible. I wanted to ask whether anyone had any recommendations for affordable third-party live captioning companies? We have a simple 60-minute Zoom webinar with less than 30 participants happening early next week, so hoping to set this up ASAP. Thanks!
    • July 22, 2019
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Carbon offsets for flying

    Do any of your foundations buy carbon offsets when your staff travels by plane? Thanks,
    • July 22, 2019
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Seeking peer practices at independent/family foundations around retirement contributions

    Hello! I am seeking info on practices around retirement contributions at family foundations in the $50M to $250M asset range. The specific questions are: 1. What is the total number of staff of the organization? 2. What, if any, contribution is made by the foundation towards the 401k/403b retirement benefits for staff? Thanks for any info!
    • July 22, 2019
    • Bo Dorsey
  • GEOList

    GEOList Summary: Data/file Retention Questions

    Hi all, Our agency is working to update our document retention policies, and I was wondering if anyone could share your document retention schedule—and any policies your agency has regarding inactive applicants? (e.g. if someone dies or stops applying, when—or do—you purge those files?) For us, this question is most pertinent for electronic records in our grant portal, because the hard copies pretty much sort themselves out in three or six years. Thanks so much,
    • July 1, 2019
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Staff Self Assessment Templates/Ideas

    We are looking to update our staff (CEO, COO, Directors, Program Staff) self assessments. Would you please share your templates and questions?
    • June 27, 2019
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Multiple Grant Requests from Parent and Subsidiary Nonprofit Organizations

    Hello GEO community, we have a question for the group. The Hartford Foundation for Public Giving is seeing an increase in nonprofit organizations in subsidiary relationship to another nonprofit. How have other foundations worked with these organizations? A specific example would be a parent subsidiary relationship where there is an umbrella nonprofit organization with a 501(c)(3) designation, and two subsidiary organizations, each with their own 501(c)(3) designation and boards. These organizations, while sharing a commonality of purpose do not have a common history. All three organizations have indicated that they would like to apply for grants. Assuming an organization would normally only be eligible for 1 grant per granting period plus 1 collaboration grant, would each of the organization be eligible to apply for 1 grant and would the entirety be eligible to apply for a collaboration grant. If you have experience with this type of organizational structure, please share how you are handling the multiple requests.
    • June 10, 2019
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Interested in Learning More About Post-Grant Visits

    GEO Community, The Community Foundation for Greater Atlanta (CFGA) is interested in learning about post-grant award site visits. Currently, CFGA conducts site visits during application review where some of our Board members and donors may attend with staff. We are considering shifting their engagement to after an award has been made. Do any of you conduct post-grant award site visits in lieu of in cycle site visits? If so: · What is the process for the post-grant award site visit? · Do you feel it is more beneficial than an in-cycle site visit? · When do you conduct the site visit – 3/6/9/12 months after grant is executed? · Is the site visit part of the organization’s End of Grant report? · Do you let Board members or donors attend with staff?
    • June 5, 2019
    • Bo Dorsey