Trust-Based Philanthropy

About this collection: The Trust-based Philanthropy Project builds and curates tools and resources to engage grantmakers around ways to embody a trust-based approach, and why it matters. Below you’ll find a selection of their specialized how-to guides and templates to use and adapt.

Start Here

Trust-Based Philanthropy: Shifting Power to Communities

Blog Post
This article was originally published by Citi GPS: Global Perspectives & Solutions and is re-posted here with permission. Philanthropy is a complicated pursuit. Donors are committed to supporting their grantees to advance social progress, yet they hold a disproportionate amount of power, and operate within an inherently inequitable system that…

Trust-Based Philanthropy At-A-Glance

Tool
This 2-page overview provides the overarching context for trust-based philanthropy, descriptions and rationale for the six interrelated principles, recommended steps you can take, and the benefits you will see. This introductory primer will be most relevant to foundation leadership, trustees, and staff. It can be used as a general reference…

Dig Deeper

Legal Considerations of Trust-Based Philanthropy

Tool
Oftentimes in philanthropy, we tend to think of legal considerations in the context of compliance and risk mitigation — i.e., preventing things from going wrong and protecting funders from liability or harm. As a result, foundations that are curious about trust-based philanthropy may have questions about its legal compliance and…

7 Responsibilities of A Trust-Based Board

Tool
Trust-based philanthropy invites foundation board members to recognize their critically important role in upholding and modeling an organization’s culture and values. When board members embrace this as their main role in a trust-based context, it opens up tremendous potential for building and sustaining a culture of trust, alleviating power imbalances,…

Case Studies

For Weissberg Foundation, Trust-Based Philanthropy Starts With Internal Culture-Building (Trust-Based Philanthropy Project, 2022)

How Claneil Foundation Puts Relationships into Practice (Trust-Based Philanthropy Project, 2022)

Tools + Sample Policies & Practices

How to Do A Trust-Based Grantee Meeting

Tool
How can funders approach grantee check-in meetings to foster productive relationships and glean important insights, all while proactively alleviating power imbalances? And how can we consider grantee check-ins  as an alternate approach to reporting? This funder-specific tool offers a checklist of trust-based considerations before, during, and after grantee check-in meetings.

Trust-Based Philanthropy Self-Reflection Tool

Tool
Trust-based philanthropy is a holistic approach that requires alignment in a grantmaking organization’s four interrelated areas: 1) practice, 2) leadership, 3) culture, and 4) values. This tool is designed to help funders at various stages of the trust-based journey examine how trust shows up across your organization, and identify areas…

Additional Resources

Trust-Based Philanthropy Project resource page: For additional guides and resources, including recordings from past presentations, sample policies, and resources from partners in the field.

The Strategic Value of Trust-Based Philanthropy (Stanford Social Innovation Review, 2024)

Three Ways to Operationalize Trust-Based Philanthropy Practices (PEAK Grantmaking, 2022)