“Trust-Based Philanthropy” and the Foundation Board
Partner Resource, Structure, Simplify & Streamline, Multiyear Unrestricted Trust-Based Philanthropy Project Partner Resource, Structure, Simplify & Streamline, Multiyear Unrestricted Trust-Based Philanthropy Project

“Trust-Based Philanthropy” and the Foundation Board

This article from the March/April 2021 issue of Taxation of Exempts disentangles many of the long-held connections between restrictive funding practices and legal obligations, from due diligence to unrestricted funding and grant reporting.

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Making the Case for Trust-Based Philanthropy: Part 1 & 2

Making the Case for Trust-Based Philanthropy: Part 1 & 2

This series addresses common misperceptions of trust-based philanthropy and offers examples and concrete first steps from other grantmakers in the field who have brought these ideas and approaches into their organizations.

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Series: Trust-Based Philanthropy in 4D

Series: Trust-Based Philanthropy in 4D

This four-part series invites funders to consider a multi-dimensional approach to the trust-based journey, which trust-based values shape grantmaking practices, culture, Structure, and leadership.

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Trust-Based Philanthropy + Corporate Social Responsibility

Trust-Based Philanthropy + Corporate Social Responsibility

This candid conversation with John Brothers, President of the T. Rowe Price Foundation, illuminates the compatibility of trust-based philanthropy and Corporate Social Responsibility (CSR).

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Grantmaking with a Racial Justice Lens

Grantmaking with a Racial Justice Lens

The Philanthropic Initiative for Racial Equity created this guide to help foundation leaders understand what it means to move from racial equity to racial justice funding strategies.

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Operationalizing Trust-Based Philanthropy
Structure, Simplify & Streamline, Doing the Homework, Podcasts & Videos Trust-Based Philanthropy Project Structure, Simplify & Streamline, Doing the Homework, Podcasts & Videos Trust-Based Philanthropy Project

Operationalizing Trust-Based Philanthropy

Ashley Clark, Director of Knowledge and Grants Management at the Libra Foundation, joins the More Good Podcast to share her experience centering trust in operational decisions, from who is funded to how grants are tracked and managed internally.

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Trust Puts You in a Learning Stance

Trust Puts You in a Learning Stance

On this episode of The Catalytic Philanthropy podcast, Philip Li, President & CEO of the Robert Sterling Clark Foundation, offers first steps to building strong, mutually beneficial relationships with grantees.

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Sharing Power to Advance Impact: The Promise of Trust-Based Philanthropy

Sharing Power to Advance Impact: The Promise of Trust-Based Philanthropy

Two foundation leaders who have embedded trust-based values and practices into their work share what they're doing, what they are learning, and what is possible when funders yield control in service of healthier nonprofits and communities.

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Trust-Based Compliance: From Theory to Practice

Trust-Based Compliance: From Theory to Practice

A CFO, an attorney, a tax expert, and an auditor share how they have implemented legal and financial practices that are trust-forward and fully compliant.

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Legal Considerations for Trust-Based Philanthropy

Legal Considerations for Trust-Based Philanthropy

Featuring Jean Tom from Davis Wright Tremaine LLP, this webinar addresses questions around the legal implications of trust-based philanthropy and alleviates concerns about perceived legal risks.

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Deciding Together: Shifting Power & Resources Through Participatory Grantmaking

Deciding Together: Shifting Power & Resources Through Participatory Grantmaking

Created with input from a number of participatory grantmakers, this guide shares challenges, lessons learned, and best practices for engaging in inclusive grantmaking.

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How To Do A Trust-Based Grantee Meeting

How To Do A Trust-Based Grantee Meeting

This funder-specific tool offers a checklist of trust-based considerations before, during, and after grantee check-in meetings.

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