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.
Trust-Based Philanthropy Summer Learning Webinar Series
This three-part series examines the process of building trust and mutual accountability with grantee partners and invites funders to reflect on the internal work necessary to center equity and power-awareness.
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.
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.
Trust-Based Philanthropy Self-Reflection Tool
This self-reflection 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.
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.