Demystifying TBP Session #3: How Do We Approach Risk and Due Diligence in Trust-Based Philanthropy?

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.

Speakers

• Stacey Faella, Executive Director, Woodcock Foundation

• Shruti Jayaraman, Chief Investments Officer, Chicago Beyond

• Mynor Veliz, Chief Financial Officer, Headwaters Foundation

Accessibility

Transcription services will be available for this webinar. If you require another accommodation to fully participate in this webinar, please contact us at hello@trustbasedphilanthropy.org or 818.275.1612.

Recording

A recording of this webinar will be made available on the Resources page after the event.