Trust-Based Philanthropy Self-Assessment Tool

This online interactive tool helps grantmaking organizations self-assess progress in operationalizing trust-based philanthropy across culture, structures, leadership, and grantmaking practices.

Each section offers prompts to reflect on how trust shows up across your organization and identify areas that may need more refinement or deepening. Note that this tool is intended to be reflective rather than prescriptive.

(If you prefer to use a fillable PDF version of this assessment rather than the online version, you can access it here.)

Note: By accessing this resource, you’re agreeing to the terms of our user agreement, which permits dissemination and reproduction for non-commercial purposes only.