3-Part Series: Practice, Values, & Culture
This webinar series explores the practices, values, and culture of what it means to be a trust-based funder.
How a Relatively Small Foundation Leverages Resources for Optimal Impact
The following is a conversation between Philip Li, President & CEO of the Robert Sterling Clark Foundation, and Denver Frederick, the Host of The Business of Giving.
The 6 Grantmaking Practices of Trust-Based Philanthropy
This guide offers insights and practical recommendations on shifting from traditional to trust-based grantmaking.
Family Philanthropy Speaks: A Conversation with Carrie Avery
In this Family Philanthropy Speaks conversation, Carrie speaks with Nick Tedesco about Durfee’s trust-based practices, getting her start in her family’s effort, and the process of bringing on non-family directors.
Sample Collection: Grant Reporting
These samples provide insight on streamlining and simplifying the grant reporting process for grantee partners.
Series: The Ethos of Being Trust-Based
This series is dedicated to exploring the fundamental values and dispositions central to a trust-based approach, spanning personal, interpersonal, organizational, and systemic levels of self-examination and skill-building.
Legal Considerations for Trust-Based Philanthropy
This primer answers frequently-asked legal questions about trust-based philanthropy.
Series: The Six Practices of Trust-Based Philanthropy
Over the course of seven sessions, this series unpacks the six practices of trust-based philanthropy, as well as how to make the case for the structural and cultural changes necessary to support them.
7 Responsibilities of A Trust-Based Board
This resource offers seven considerations for boards who want to advance trust-based philanthropic practice.
Trust-Based Philanthropy for Individual Donors
On this episode of the Grow Your Giving podcast, Gwen Wurst sits down with Shaady Salehi and Philip Li to discuss the Trust-Based Philanthropy Project and how individual donors can implement this practice in their charitable giving.
Durfee Foundation's Grant Application for New Organizations
This grant application from Durfee Foundation balances “doing the homework” with the particular considerations for funding new organizations.
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.
Webinar Collection: Trust-Based Philanthropy 101
TBP 101 sessions offer a primer on trust-based philanthropy and an overview of its six principles, through the lens of a particular trust-based foundation’s journey.
The Role of Trust in Philanthropy
This keynote by Carrie Avery, President of the Durfee Foundation, is immediately followed by a panel discussion featuring three Indiana-based funders as they share more about how they’re working on prioritizing trust and relationships in their work.
Headwaters' Streamlined Go! Grants Application
Headwaters Foundation designed its GO! Grants to be quick turnaround, high-impact, low-stress mini grants. This application takes less than an hour, and enables grants to be turned around in less than a week.
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.
Skeptic’s Corner: FAQ’s About Trust-Based Philanthropy
This guide outlines the top ten most frequently asked questions about how foundations can adopt a trust-based approach, and a collection of answers based on contributions from many trust-based practitioners.
Robert Sterling Clark's Approach to (and Tools for) Evaluation
For the Robert Sterling Clark Foundation, evaluation is a key ingredient in being a good partner to grantees. RSCF uses three evaluation tools to assess their grantmaking impact while also providing opportunities for the Foundation to self-reflect.
5 Myths of Conventional Philanthropy
This guide outlines five common myths and misperceptions that come up in discussions about trust-based principles, and offers clear counterpoints in response.
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.