Roadmap to Trust-Based Transformation

While the exact pathways for becoming a trust-based foundation are not necessarily linear or identical across organizations, there are common milestones to consider along any trust-based philanthropy (TBP) journey.

This one-pager provides a snapshot of some of those key milestones and how they connect to your organizational culture, structures, leadership, and practices. As you embark on the journey—and regardless of how far along you may be—you will find that much of this work is iterative, requiring continual learning and refinement. Use this resource as a high-level map rather than a comprehensive step-by-step guide.

Special thanks to Mynor Veliz and Headwaters Foundation for conceptualizing this roadmap.