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New Funding Dynamic Built On Trust March 29, 2018 San Diego - PowerPoint PPT Presentation

Partnering in Good Faith Framing A New Funding Dynamic Built On Trust March 29, 2018 San Diego Grantmakers Annual Conference Speaker Nichole Hoeflich Grantmakers for Effective Organizations @NHoeflich Speaker John Esterle The Whitman


  1. Partnering in Good Faith – Framing A New Funding Dynamic Built On Trust March 29, 2018 San Diego Grantmakers Annual Conference

  2. Speaker Nichole Hoeflich Grantmakers for Effective Organizations @NHoeflich

  3. Speaker John Esterle The Whitman Institute

  4. Smarter Grantmaking Stronger Nonprofits Better Results

  5. This decision is final!

  6. How often does your organization solicit feedback from nonprofits? • Always • Often • Sometimes • Rarely • Never

  7. How many of you seek external input: • To assess the needs of communities or fields served • From recipient communities or grantees to inform your strategy

  8. How many of you seek external input: • From a grantee advisory committee on policies, practices or programs • To delegate funding decision-making power to recipient communities or grantees

  9. Benefits

  10. Benefits • Deepens our understanding • Creates more space for innovation • Grounds solution in reality • Ensures greater buy-in; builds trust • Triggers other smarter grantmaking • Promotes justice/equity • Strengthens community capacity 14

  11. Trust & Partnership

  12. Inform Consult Involve Collaborate Empower We will keep you We will keep you Your input will be Together, we will The decisions that Commitment informed of our informed and listen reflected in our work partner you make will drive work to your input as we and we will in implementing the direction of our make decisions let you know how decisions and include work your involvement your ideas and influenced our considerations decisions and throughout the choices process • Publishing • Soliciting • Hosting • Making strategic • Asking others to findings and anonymous workshops to investments based set expectations • Providing reports feedback problem solve on stakeholder • Holding • Asking someone • Building buy-in feedback unrestricted, Actions • Creating an information to complete a peer and support for a multi-year meetings with review program advisory committee funding • Hosting a • Engaging others • Joining a funding • Letting nonprofits others • Sending out a community forum strategically based collaborative and community newsletter or meeting on stakeholder members decide mapping who to fund 16

  13. 9 Key Principles of Trust- Based Philanthropy • Provide Unrestricted, Multi-Year Funding • We Do the Homework • Partner in the Spirit of Service • Offer Open and Responsive Communication • Solicit and Act on Feedback • Encourage Transparency • Simplify and Streamline Paperwork • Support Beyond the Check • Host Restorative Retreats

  14. Discussion • How can you include more trust-based philanthropy practices into your work and across your organizational practices?

  15. Questions?

  16. Related Resources • GEO/SSIR Blog Series • The Whitman Institute Blog (https://thewhitmaninstitute.org/blog/) • Trust in Practice series • Smarter Grantmaking Playbook on Strengthening Relationships • Publications • Inclusive Grantmaking (coming later this year) • Do Nothing About Me Without Me • Widespread Empathy • Workshops

  17. 22

  18. Thank you! hoeflich@geofunders.org john@thewhitmaninstitute.org geofunders.org

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