Community Foundations Topical Call: Trust-Based Philanthropy Practices for DAFs

Posted on November 16, 2022 by Abbe Temkin

Trust-based philanthropy “is rooted in a set of values that help advance equity, shift power, and build mutually accountable relationships,” per the Trust-Based Philanthropy Project. While many community foundations are working to embrace these practices, how are donors or families giving through and in collaboration with the community foundation learning and adapting to using these practices? Join peers who have… Read More

Effective Family Philanthropy: Tegan and Brian Acton

Posted on July 14, 2022 by Ade Adeniji, Inside Philanthropy

Brian and Tegan Acton
5 Practices Wildcard Giving Has Embraced to Achieve Its Goals Donor-advised funds. Acton Family Giving and Solidarity Giving are donor-advised funds set up at Fidelity Charitable that allow them to take payouts and focus more of that money into the grants. However, these charities also avoid the normal trappings of DAFs, publishing grants, and honoring a minimum payout as if they… Read More

Direct Philanthropy Starter Kit

Posted on March 14, 2022 by Article Group Org

Shift power to local hands, work with the most effective movement leaders, and build long-term community power from the ground up. Our goal is to help new and experienced funders incorporate direct philanthropy as a living practice. We created this starter kit as a lightweight crash course, so you walk away confident and ready to partner directly with communities… Read More

Trust-Based Philanthropy Learning and Action Lab Application

Posted on September 28, 2021 by Shaady Salehi, Dimple Abichandani, Carrie Avery

Peer Learning for Family Philanthropy Leaders The National Center for Family Philanthropy, The Philanthropy Workshop, and the Trust-Based Philanthropy Project are pleased to announce a six-part Learning and Action Lab for family foundations and individual donors interested in leveraging their philanthropy toward a more just and equitable nonprofit sector. At its core, trust-based philanthropy is about addressing power imbalances and… Read More

Grantee Relationships and Power Dynamics

Posted on December 7, 2020 by Anthony Richardson, Mailee Walker, Melinda Tuan

man holding out hand - agreement, relationships
Power dynamics are inherent in traditional philanthropy: a funder gives and a grantee receives. This imbalance has the ability to inhibit productive, honest partnerships and stymie successful outcomes. It is often difficult for a grantee to discuss their needs and concerns when their financial future is on the line. Funders must acknowledge these dynamics with grantee partners and learn how… Read More

Engaging Organizations and Developing Relationships With Their Leadership

Posted on October 20, 2020 by Stanford PACS

Best practices when it comes to interacting with potential and actual grantees including volunteering and board service. In many instances, you can conduct adequate due diligence on a nonprofit without ever communicating with the organization’s staff—using information from its website and from third parties. Also, in many cases—especially but not only with large national or international groups—you will feel satisfied… Read More

How to Do A Trust-Based Grantee Meeting

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

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… Read More

Trust-Based Philanthropy Self-Reflection Tool

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

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

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