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Traditional grant reporting often prioritizes compliance over impact, leaving little room for shared learning between funders and nonprofits. How can funders move beyond transactional reporting toward a more meaningful, equity-centered approach?

This session will explore the role of change management in shifting reporting practices. We’ll discuss the role of senior leadership, fostering cross-team collaboration, and centering nonprofit perspectives can help drive systemic change. Through real-world case studies and interactive discussion, participants will gain insights into the power of learning-driven reporting and leave with concrete strategies for advancing this shift within their organizations.

Often times foundations and grantmakers can easily articulate resonant, relevant values, but just as often cannot easily identify those values within their financial due diligence practices. This session will open a conversation highlighting the choice points foundations have for building an approach to assessing a grantee’s financial sustainability that is increasingly values-aligned and can improve conversations between grantmakers and grantees and strengthen relationships

This panel will explore the nuances of what it takes to truly transform government practices to address institutional and structural racism, strengthen democracy, and advance racial equity.

Anti-Black racism and white supremacy are embedded in philanthropy and in our institutions, often invisible to the majority of us, even as we work with intention towards equity and justice. As change agents within philanthropy, we are stretching to become our best selves, rise to the moment, and progress toward racial equity.

One of the core values of a trust-based approach is to work for systemic equity, which should include a focus on racial equity. And while trust-based philanthropy and racial equity work are not identical nor interchangeable, both work hand-in-hand to advance a vision for a more just and equitable nonprofit sector. In short, a racial equity lens is needed in order to fully embody trust-based philanthropy, and trust-based philanthropy is a helpful framework to actualize racial equity within philanthropy. To learn more about the distinctions and correlations, you can review the guide on The Intersection of Trust-Based Philanthropy & Racial Equity.

Data has proven to be a vital ingredient in furthering racial and economic equity in the Bay Area. However, not all local organizations have the capacity to leverage data-driven insights and tools to drive solutions forward and achieve equitable outcomes.

Confronting and transforming the devastating harm of a planet in crisis along with the ongoing reckoning of persistent deep inequities stands as The Work of our time. Many of us feel a blend of overwhelm, unknowing, and grief - perhaps even guilt and anxiety - that may drive paralysis.