Back to top

Trust-Based Philanthropy Webinar Series: Do the Homework

Tuesday, April 14, 2020
10:00am - 11:30am PDT
Add to Calendar

In light of the current crisis, Trust Based Principles are more important than ever. Philanthropy California and the Trust-Based Philanthropy Project invite you to join us for a monthly webinar series for funders. Each month, we’ll explore each of the six trust-based principles that, when practiced together, help alleviate power imbalance in the sector. Each webinar will explore the nuts and bolts of putting the principles to practice, while offering opportunities for peer learning and reflection.

In the second of our seven-part series, we’ll explore Doing the Homework, which means it’s the funder’s responsibility to get to know prospective grantees, not the other way around. Why? Because in early vetting stages, nonprofits are often required to jump through many unnecessary hoops -- lengthy application processes, intensive submission requirements, or cumbersome online portals -- just to be considered for funding. How can funders streamline these processes by taking on the onus of due diligence and being more intentional about assessing alignment without wasting nonprofits’ time? What are some practical, realistic ways funders can legitimately “do the homework” in a way that is manageable while also paving the way for long-term trusting relationships with grantees? And how can funders be intentional about looking beyond their usual circles to identify organizations that may be overlooked due to implicit bias?

In this webinar, we’ll hear from the foundation and nonprofit leaders, as they discuss the nuts and bolts of doing the homework, how they are responding to questions and concerns related to this practice, what they’re learning along the way, and some strategies you may consider to make shifts in your portfolio toward more intentionally doing the homework.

Upcoming Trust-based Philanthropy Webinars (registration coming soon)

MAY 7: Simplify & Streamline

JUNE 9: Be Transparent & Responsive

JULY 14: Solicit & Act on Feedback

AUGUST 18: Offer Support Beyond the Check

SEPTEMBER 15: Generating Buy-In for Trust-Based Philanthropy



Carrie Avery

President, Durfee Foundation

Carrie Avery is President of the Durfee Foundation in Los Angeles, California, which focuses on leadership by providing fellowships, grants to new organizations and sabbaticals to long-time nonprofit leaders. Prior to working for the Durfee Foundation, Carrie practiced law, first with the National Women’s Law Center in Washington, D.C., and later with a private firm in San Francisco. Carrie received her B.A. from Stanford University, her J.D. from the University of California at Berkeley, and was a Georgetown University Women’s Law and Public Policy Fellow. She serves on the boards and executive committees of Grantmakers for Effective Organizations, where she is governance chair, and the Berkeley Repertory Theater, where she is vice chair. She has also served as board chair of the National Center for Family Philanthropy, and Northern California Grantmakers, where she founded and for several years chaired the Family Philanthropy Exchange, co-chair of St. Paul’s Episcopal School in Oakland, California, and co-chair of the Lawyers’ Committee for Civil Rights of the San Francisco Bay Area.

Pia Infante 

Co-Executive Director, The Whitman Institute

Pia believes we have the collective imagination and power to redesign philanthropy to center the people we serve. Philippine-born, California-grown, and queer, oldest daughter in an immigrant family, Pia navigates difference to broker connection. Pia brings her chops as a former high school teacher, organizational development consultant, and nonprofit manager to her work. Pia is a nationally recognized advocate for trust-based philanthropy and radically embodied leadership. She chairs the Trust-Based Philanthropy Project steering committee and serves on the board of Pia is visiting faculty at the University of Vermont's Rubenstein School of Environment, and speaks and teaches in many settings. She holds a M.A. in Education from the New School for Social Research, and a B.A. in Rhetoric from The University of California at Berkeley. Pia is a proud long time resident of Oakland, CA. 


Shaady Salehi

Director, Trust-Based Philanthropy Project

Shaady Salehi is a social impact leader who helps funders and nonprofits clarify their story to realize their vision. Throughout her career, Shaady has worked in various sectors -- from philanthropy, to social justice, to public media -- using strategic communications to galvanize coalitions, establish legacies, generate buy-in, and strengthen networks. 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 is a 2014 Aspen Institute Fellow and sits on the board of Let It Ripple, a nonprofit that experiments with collaborative filmmaking for the common good. She holds an M.S. in Strategic Communications from Columbia University, an M.A. in Anthropology from UC Davis, and a B.A. in Anthropology from Oberlin College.

Brenda Solorzano

Chief Executive Officer, Headwaters Foundations

Change maker, believer in the power of community, driver of innovation and learning and always makes time for play. Brenda has spent her career working for good in the philanthropic world on issues related to health policy, the health care safety net and community health issues affecting vulnerable populations. She is a strategy, evaluation, program and grant making guru with an eye toward local collaboration and a keen sense that change happens when communities come together to engage in good work. She is invested in the work of the Headwaters Foundation because she believes every child deserves a healthy start to life. She left her beloved San Francisco to move to Montana to re-invent philanthropic practices at Headwaters and live in Big Sky Country with its slower pace of life and stunning beauty. Brenda holds a bachelor’s degree in history and political science, a juris doctorate, is a member of the California state bar association and is a Terrance Keenan Emerging Leader in Philanthropy Fellow. Living in Montana, Brenda is learning to be an avid lover of nature and the great outdoors, along with her husband and two children.

Presented in partnership with:


No cost to participate

Who May Attend

Register online here
If you have additional questions regarding these sessions, please contact us at [email protected]

Accommodations for People with Disabilities
If you have a disability and require an accommodation to fully participate in this activity, please contact our programs team at [email protected] or (213) 680-8866. You will be contacted by someone from our staff to discuss your specific needs.

Funding Issue Area & Geographic Regions
Event type