Equity in Philanthropy

This website is intended to serve as a platform to share resources to help grantmakers level the playing field for smaller, less resourced nonprofits, often representing under-resourced communities, to access philanthropy.

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Checklist of Potential Actions to Incorporate DEI in Grant Making (and Dashboard) – Available for Download!

The first tool we would like to share is this list of potential actions you can take as a grant maker to embed DEI principles into your processes. Please note there are TWO versions of the checklist available for download — an abridged version (2 pages), and a full version (7+ pages). The second tool we would like to share is a simple dashboard of metrics you can use to track your progress toward incorporating DEI in your processes, which is included with the abridged 2-page version of the checklist.

Stanford Social Innovation Review Article

We published an SSIR article, “Eliminating Implicit Bias in Grantmaking Practice,” which provides some highlights from our checklist.

Video Link from Webinar Presentation

Finally, we presented our checklist and dashboard via a webinar in March 2017 hosted by the National Center for Family Philanthropy, on “Equity, Inclusion, and Connecting with Community in Family Philanthropy.” Please view the video here — we have a 12-minute presentation from 4:00 to 16:30.

About Us

Nancy Chan and Pamela Fischer started the checklist as a passion project while they were working for Arabella Advisors. They were looking for tools with practical recommendations on how to incorporate equity principles into grantmaking, but couldn’t find an existing comprehensive resource, and then decided to compile one themselves.

Past Presentations

We have previously presented our work in the following venues (and may be available to present upon request):

  • Asian Americans/Pacific Islanders in Philanthropy (AAPIP) / Arabella Advisors workshop in San Francisco, June 2016
  • Emerging Practitioners in Philanthropy (EPIP) national conference in Baltimore, September 2016
  • FSG San Francisco office seminar, January 2017
  • National Center for Family Philanthropy webinar, March 2017
  • PEAK Grantmaking (formerly Grants Management Network) national conference in Hollywood, March 2017 (co-presented with Kelly Brown from D5 Coalition)
  • Hispanics in Philanthropy (HIP) / CHANGE Philanthropy webinar, May 2017 (co-presented with Kelly Brown from D5 Coalition)
  • Northern California Grantmakers / AAPIP panel discussion in Redwood City, November 2017

Other Resources: Subscribe to this Blog!

For other resources including reports and tools from others, please refer to the blog posts listed in the left side bar. Please also subscribe to this blog by submitting your contact info in the corresponding fields in the left side bar, if you want updates on new content, including new versions of the checklist.