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Demystifying Trust-Based Philanthropy: How Do We Approach Risk and Due Diligence in Trust-Based Philanthropy?

When: 
Wednesday, May 31, 2023 -
3:00pm to 5:00pm EDT
Webinar
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This is the third session of a 6-part webinar series on Demystifying Trust-Based Philanthropy. For more information about this series, click here.

There is a misperception that there is little due diligence conducted in trust-based philanthropy. A trust-based due diligence process does exist – and it encourages funders to reframe how they characterize and react to “risk”— moving from scrutinizing organizations’ budgets and governance, towards a deeper assessment of values-alignment and ways to support organizations’ capacity for impact.

In this session, we will explore the notion of risk – and how to reframe our understanding and analysis of risk to consider the reciprocal nature of the funder-grantee relationship. We’ll hear from funders who have implemented trust-based values and practices in their due diligence process, and have identified ways to bridge the gap between donor/board desires and grantee needs. Participants will gain knowledge around how to assess and respond to potential “risk” with a trust-based lens.

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