Fundamentals of Trust-Based Philanthropy: Session 1 of 2

When: 
Tuesday, October 11, 2022 -
10:00am to 11:30am MST
Where: 
Zoom
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Arizona Grantmakers Forum and the Trust-Based Philanthropy Project are pleased to announce a 2-part webinar series for funders on the fundamentals of Trust-Based Philanthropy. In this series, we’ll explore why this approach has gained so much traction, how it can catalyze learnings and impact and what it actually looks like in practice. Participants can expect to walk away from this series with a deeper understanding of the core values and practices of a trust-based approach, clear examples of what it looks like to put trust-based philanthropy into practice and some action steps they can explore as a strategy to build more productive and mutually beneficial partnerships with grantee organizations.

Session 1: The Six Practices of Trust-Based Philanthropy
Tuesday, October 11, 2022 from 10 – 11:30 a.m. I Zoom

There is a values-to-practice gap in traditional philanthropy. Many foundations do their work in the name of building community, advancing equity and increasing opportunity – however our sector’s most common grantmaking practices rarely reflect those values. Project-restricted grants, unclear grant guidelines, lengthy paperwork requirements and unrealistic impact measures have come to be the status quo, with little regard for the expertise of the nonprofits we support. Not only does this perpetuate a top-down power dynamic that makes it virtually impossible to build trust and transparency; it also obstructs nonprofits’ ability to innovate, grow and achieve their intended impact.

Trust-based philanthropy offers a different approach, rooted in leading with trust rather than distrust, respecting the time and expertise of nonprofit partners and prioritizing relationship-building and mutual learning over scrutiny and transaction. In this session, we will explore the potential and possibilities of a trust-based approach and the six grantmaking practices that help advance a healthier and more equitable nonprofit sector: 1) multiyear unrestricted funding, 2) doing the homework, 3) simplifying and streamlining paperwork, 4) being transparent and responsive, 5) soliciting and acting on feedback and 6) offering support beyond the check. We’ll hear concrete examples from foundation leaders that have operationalized these practices, as they share the details of transformation, their learnings along the way and their approach to bringing along staff and boards on this journey.

Speakers:
•    Sarah Walczyk, Satterberg Foundation 
•    Amalia Luxardo, Women’s Foundation for the State of Arizona 
•    Jeaiza Quinones Ivory, Community Foundation For Southern Arizona
•    Shaady Salehi, Trust-Based Philanthropy Project (moderator) 

This session is intended only for staff from grantmaking organizations. You may be asked not to attend if you are not of the intended audience. 

Don't forget to register for Session 2: Cultivating Structures, Cultures and Leadership for Effective Trust-Based Grantmaking
Tuesday, November 15, 2022 from 10 – 11:30 a.m. I Details and registration for Session 2


Speakers & Bios

Sarah Walczyk joined the Satterberg Foundation in 2013, as the first non-family staff member. Since 2016, as the Executive Director, Sarah has collaborated with the Board and Staff to lead the foundation through extreme growth, defining the Foundation's current trust based grantmaking and impact investment strategies. 

Sarah has spent more than two decades working in the Seattle non-profit and philanthropic sector as a volunteer, fundraiser and grantmaker. Sarah is passionate about progressive social change and is committed to using her platform to advocate  and transform philanthropic sector practices. Prior to joining the Satterberg Foundation, Sarah worked with community based organizations focused on advocacy, youth and arts in her role as Director of Development at Science and Management of Addictions, Director of Development at Powerful Voices, Development & Communications Manager at YouthCare, and Development Assistant at the Seattle Art Museum. 

Sarah regularly volunteers in the Seattle community and currently serves on the Board of Directors of Look, Listen and Learn. 


Dr. Amalia Luxardo is a visionary and relentless leader in the fight for gender and racial equity. Raised in Florida and Argentina by immigrant parents, her academic and professional careers have been dedicated to social, economic, racial, and gender issues.

Amalia currently serves as the CEO of the Women’s Foundation for the State of Arizona. Under her leadership, WFSA has expanded from regional to statewide, quadrupled their budget, re-distributed $7M in COVID relief, launched a Women & Girls of Color Fund, and passed statewide legislation.

Early in her career, Amalia served the Hispanic/Latino community in Washington, DC, where she worked with higher education institutions, private firms, nonprofits, and the U.S. Department of State as a researcher and policy advisor on immigrant rights and socioeconomics. Amalia continued her work in immigration justice at the Florence Project in Arizona, where she helped raise more than $6M in response to the family separation crisis and nearly doubled the organization’s programmatic budget.

Amalia is recognized as a Next Gen leader by Hispanics in Philanthropy and is part of a movement to create new and equitable philanthropy for people of color. Amalia lives in Tucson, Arizona with her husband, their three children and their dog.


Jeaiza Quinones Ivory's current position has primary responsibility for CFSA’s community investment work, including competitive grantmaking, strategy development, and implementation for a portfolio of strategic grants, special projects, and initiatives. She began her journey into nonprofit work with the community foundation, joining CFSA in 2019 as the Social Media & Events Coordinator and then quickly transitioning into a Program Manager role in the Community Investments department. 

Her work in Community Investments has birthed a passion for grantmaking, program planning, IDEA (Inclusion, Diversity, Equity and Access) work, and nonprofit capacity building. She is committed to helping to remove barriers that often define the funder-grantee relationship, increasing access to communities historically underrepresented in philanthropic work and pursuing additional opportunities for unrestricted grantmaking, which has been a transformative aspect of her work in Southern Arizona.


Shaady Salehi is a strategist, facilitator, and network builder who has dedicated nearly two decades to the nonprofit sector. She currently serves as the executive director of the Trust-Based Philanthropy Project, a learning and advocacy initiative to make trust-based practices the norm in the philanthropic sector.

She is also Principal and Founder of Skyview Strategies, a social impact consultancy for nonprofits, foundations, and changemakers. Her work in the nonprofit sector has spanned many roles -- from department head, to executive director, to board member -- and her main body of work has centered on using film, media, and strategic communications to advance social change. Previously, Shaady was Managing Director of Distribution and Impact at ITVS, where she led a team to advance the reach and impact of documentaries on public television. Prior to ITVS, she was Executive Director of Active Voice, a pioneering organization that uses storytelling to catalyze social change. Shaady holds an M.S. in Strategic Communications from Columbia University, and an M.A. in Cultural Anthropology from UC Davis.

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