"I am feeling..."

"I am..."

https://www.menti.com/tfd689g18t

conflicted

saddened

fatigues

I am searching

fatigued

stressed

grateful yet concerned

Hello! I had to miss the first session. Is there a recording available? Thanks in advance!

A trust-based philanthropy meeting last year was my last professional meeting before lockdown. So excellent. <3

Yes, Vanessa! We have that. It will be included in the follow up email to this session.

This series is a collaboration of Philanthropy California, Trust-Based Philanthropy Project, and GEO. We will convene monthly and will share recordings on the Trust-Based Philanthropy Project website :)

Take 45 seconds to free write, what would your relationships with your grantees look like if you were to give yourself permission to pause?

https://www.menti.com/tfd689g18t

transparent

can you share the word clouds with us after the call?

good idea, susan - we will include the word clouds in our follow up

More about Angell Foundation: https://angellfoundation.org/

About Compton Foundation: https://www.comptonfoundation.org/

The Whitman Institute: www.thewhitmaninstitute.org

6 Practices of Trust-Based Philanthropy: 1) Multi-year unrestricted funding, 2) Do the homework, 3) Simplify and streamline paperwork, 4) Be transparent and responsive, 5) Solicit and Act on Feedback, 6) Offer support beyond the check. More here: https://trustbasedphilanthropy.org/principles-1

Plus it’s so much more rewarding to connect than to process documents. It begets more energy.

Cognitive Trust versus Affective Trust

What are your thoughts about balancing the ability to create spaciousness in your calendar with the challenge practitioners have with being overscheduled/limits on spaciousness?

When is it that we are cultivating trust in our organization vs trust between the people that are working together?

Writing Prompt:“What do I do that builds trust with my grantee partners?”

We’re looking at a dramatic growth in assets and giving. Struggling with centering relationships with more grants (yes, they will be bigger, but there will also be far more). What of tension between hiring adequate staff to allow for valuable relationships with each vs. making more funds available. Regranting an option for some of the add’l money. What else to suggest with this tension?

Great questions, Susan, Amy, and Betsy. We’ll bring those into the discussion.

I was thinking about regranting too -- it doesn't eliminate power dynamics but the upside seems like moving funding decisions closer to people who are working on problems firsthand and expanding the number of people who are holding philanthropic relationships.

Amy, in response to your question about when you are building trust within your org and when it’s external, we would say that it’s all continuous. Trust-building internally builds stronger orgs, and becomes a model for trust-building externally. We will build upon the internal trust-building piece in our next session, but I know the speakers will address this today as well.

Susan and Betsy, those are great practical questions about balancing stretched capacity and schedules with the depth that is required for relationship-building. We will prompt our speakers to address this shortly. Thank you

Angel’s examples are such great examples of humility and transparency and self-awareness.

Love that example, Angel!

“I’m not so precious” - Angel (I love this!)

I so relate to Angel’s point about making the big idea smaller. I would love to consider some role play opportunities in another workshop to allow experimentation and practice of new ways of responding that aren’t so restricted by our role.

This is so great and so sorry I have to jump off. Overlapping trainings today. ): I look forward to the follow-up materials. Love to you all!

For those that have to hop off early, please fill out our survey before you go! Takes less than 5 minutes: https://www.surveymonkey.com/r/D69Y2XB

Sorry I need to hop off too. Thank you, this was so insightful.

Re: regranting, one solution I’m seeing more of from different foundations - some are building advisory councils of activists (activist-led) or activists and funders (cross-class) and allocating X funds so they can make the decisions about where money goes, but then the foundation makes the grants. This can easy the administrative, financial and regulatory requirements an organization has to build if they do regranting.

YES!

We used to fund only with advisory committees making decisions and look forward to reinstating those. But - doing it well took a lot of time also!

Thank you for highlighting the value of nourishing our spirits.

Working on internal relationship-building can help leaders model this type of ethos among staff.

Completely agree Ellen! We must do our own work to be aware of how we want to show up.

Treat them with respect as fellow human beings. Money is power, so I strive to provide more like brainstorm meetings, TA, learning opps and connections to other funders, grantees & community stakeholders to help grow their networks & support their communities. Also stressing the fact that not all philanthropic entities were necessarily created out of the goodness of the donors hearts, but for tax and inheritance purposes. As the ones doing the work, nonprofits & those they serve should treated like valued partners & empowered use their voices and lived experiences to help transform traditional philanthropy.

I miss being able to take grant partners out to lunch to break bread and catch up.

So important sharing food together so many cultures practice this

Link to Brene Brown’s checklist - https://daretolead.brenebrown.com/wp-content/uploads/2018/10/DaringFeedback-EngagedFeedbackChecklist.pdf

Theory U--https://www.ottoscharmer.com/theoryu

Thanks Jim. For clarity's sake, generative listening is a part of Theory U. So much good stuff in Theory U!

1) What thoughts about your own practice of relationship building? and 2) What gets in the way of building trust-based relationships?

Theory U was used to create the updated LA County Blueprint for Arts Education

Coaching training has transformed my ability to actively listen, connect and develop authentic relationships with my colleagues and grantees.

Please don’t forget to fill out our survey before you go. We want to continue to improve these sessions to serve your needs: https://www.surveymonkey.com/r/D69Y2XB

I love Angel’s point about intentional relationship building as a long dating process.

Thank you, everyone!

Angel, you co-created this culture. Im interested how you bring in new staff who haven’t had that collective experience.

I would love to have a full session devoted to this topic of Board/staff alignment on trust-based philanthropy culture and practices.

Yes!

Yes gabriela! We will weave this into session #3 for sure!

I agree, particularly those whose jobs are centered in accountability and compliance and have less interaction with grantees.

From Angel - "Our process is ongoing and every new staff member is engaged in the process with a full retreats and other meetings to acclimate them into our culture."

We will continue to build upon these themes in session #3 about internal trust-building: https://trustbasedphilanthropy.org/events/2021/02/23/ethos-series-building-trust-begins-at-home

Final plug for our 3-minute survey! Please tell us how we can build upon this session for next time: https://www.surveymonkey.com/r/D69Y2XB

To Ellen’s comment about conflict, I wonder how comfortable orgs are at being honest about what they are struggling with, challenged by, etc. Is there a need in foundations to always “look good”? I hear about a lot of perfectionism in the field....

It’s that long dating process that Angel talked about!

thank you so much for this session

Thank you--great session!

thank you, this was a great session!

thank you. Look forward to next session.

Great information and reflections. Thank you!

Thank you for your leadership in the field

thank you all!

Thank you! This was a wonderful session.

Thank you…really needed this today!!

https://www.surveymonkey.com/r/D69Y2XB

Wonderful and practical advice! Many thanks to all of you.

Thank you!

Thank you all!

Thank you

Thank you vry much!

Thank you all for this inciteful and meaningful session.

Thank you all!

Thank you!

Thank you everyone! Excellent and needed