Tool

Trust Based Philanthropy Self Reflection Tool (Trust Based Philanthropy Project, 2021)

Posted on October 2, 2020 by Trust-Based Philanthropy Project

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 that may need more inquiry, refinement, or deepening. This is… Read More

7 Responsibilities of A Trust-Based Board

Posted on October 2, 2020 by Trust-Based Philanthropy Project

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, and empowering staff to build trust-based relationships with grantee partners… Read More

Legal Considerations of Trust-Based Philanthropy

Posted on October 2, 2020 by Trust-Based Philanthropy Project

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 legitimacy. Is trust-based philanthropy consistent with a foundation’s legal requirements?… Read More

Trust-Based Philanthropy At-A-Glance

Posted on October 2, 2020 by Trust-Based Philanthropy Project

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 point, or for more in-depth discussion and reflection among colleagues… Read More

Impact Investing Handbook: An Implementation Guide for Practitioners

Posted on August 31, 2020 by Patrick Briaud, Rockefeller Philanthropy Advisors, Steven Godeke

The Handbook comes at a pivotal moment. In the midst of urgent social, economic and environmental challenges including COVID-19, a rapidly changing climate, growing economic inequity, and broader realization of systemic impacts of racism, more investors are seeking to better understand the positive and negative consequences of how they deploy capital. There is a growing realization among those who seek… Read More

Resiliency Guide

Posted on August 17, 2020 by S. D. Bechtel, Jr. Foundation

This Guide is designed to help deepen thinking about where, when, and how to invest in capacity building, while also helping funders to explore the dimensions of resiliency and help their grantee organizations prepare for eventual independence from grant funding… Read More

Grantmaking with a Racial Justice Lens​

Posted on July 21, 2020 by Philanthropic Initiative for Racial Equity, Lori Villarosa

In recognition of the complexity of these shifts and the evolution of the work, PRE has published Grantmaking with a Racial Justice Lens: A Practical Guide, to help foundation leaders understand what it means to move from racial equity to racial justice funding strategies, co-written by PRE Senior Fellow Rinku Sen & Executive Director Lori Villarosa. It also addresses how… Read More

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