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Trust-Based Philanthropy Practice: Multi-Year Unrestricted Funding

Tuesday, March 24, 2020 -
10:00am to 11:30am PDT
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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. We will also be discussing how these principles are particularly important right now, in light of COVID-19.

In the first of our seven-part series, we’ll explore Multi-Year Unrestricted Funding, which is one of the cornerstone principles of a trust-based approach. Unrestricted funding over time is essential for creating healthy, adaptive, and effective organizations. Not only does it allow nonprofits to take risks, plan ahead, and take emergent action, but it also allows funders to access a deeper level of learning and insight into nonprofits needs and challenges. This type of support is particularly important right now, as many organizations are faced with mounting challenges amidst the global pandemic. In this webinar, we’ll hear from leaders from The Whitman Institute, the Robert Sterling Clark Foundation, and the Full Cost Project, as they discuss the nuts and bolts of offering multi-year unrestricted funding, how they are responding to the questions and concerns that come up with this type of practice, and how you might consider making some changes to your portfolio right now to support nonprofits during this time of crisis.

Each webinar will take place from 10:00 am - 11:30 am PST:

  • APRIL 14: Do the Homework
  • MAY 7: Simplify & Streamline
  • JUNE 9: Be Transparent & Responsive
  • JULY 14: Solicit & Act on Feedback
  • AUGUST 18: Offer Support Beyond the Check
  • SEPT 15: Generating Buy-In for Trust-Based Philanthropy


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. 

Claire Knowlton, Full Cost Project, Nonprofit FInance Fund

Claire leads NFF’s work on full cost with nonprofits, funders, and government partners and authored "Why Funding Overhead is Not the Real Issue: The Case to Cover Full Costs." She also leads several major initiatives, including NFF’s work to improve the flow or revenue and capital to organizations combating the homelessness crisis in Los Angeles County, and a six-year effort that combines anti-racism, capacity building, and funding to develop new nonprofit arts models. Prior to joining NFF in 2014, Claire led a community-based art center in Los Angeles from financial distress to being a model of excellence in programming and organizational management. She also has worked as an auditor and tax-preparer for nonprofits. Claire earned a Bachelor of Arts from University of the Pacific with a double major in economics and religious studies.

Phil Li, Robert Sterling Clark Foundation

Philip Li is the President & CEO of the Robert Sterling Clark Foundation, where he oversees all aspects of the Foundation management, including finance, program development, grantmaking, and relationships with peer organizations. Prior to joining the foundation, Phil served as the Chief Operating Officer at The Century Foundation, a public policy think tank, and at the Brooklyn Community Foundation, where he helped the organization convert from a private foundation to a public charity. For four years he led the philanthropic practice at Changing Our World, a nonprofit consultancy and prior to that he worked with the Annie E. Casey Foundation on two of its leadership development initiatives. Phil served as the Executive Director of the Coro New York Leadership Center, a nonprofit that trains and develops individuals interested in public affairs for four years.  Phil currently serves as the board of Grantmakers for Effective Organizations and is the immediate past chair of Philanthropy New York, the regional association of grantmakers in New York City. A graduate of the University of Pennsylvania, Phil has a BA in Economics and Biology and an MBA from The Wharton School in Finance and Strategic Planning.

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.

Target Audience

This webinar is open to NCG members and non-member funders only. 



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