Participatory Philanthropy Toolkit

Learn how to integrate participatory practices that share decision making, build trust, and shift power.
Explore the toolkit to learn how to design and implement participatory grantmaking programs.

When high-quality listening opens up opportunities for more participatory practices, you can be ready. Here you will find discussion guides about launching a participatory philanthropy process, concrete tools to help you design or improve your grantmaking, and reflections on how power shifts can happen in your philanthropy.

Introducing the Toolkit

We created this resource to offer insights, recommendations, and the nuts and bolts of design and implementation to inform and inspire your own journey toward more participatory practices.

Funder Readiness Assessment

Find here questions and discussion prompts to advance conversations about participatory philanthropy within your organization before deciding how you might implement new practices or programs. 

Key Insights and Recommendations

Drawing from Shared Insight’s own participatory grantmaking initiative (see the “How We Did It” section for details), we offer reflections on our experience and ideas for how you can apply the learning to your own philanthropy. Here are nine insights and the practices we recommend in response. 

Resources for Funders Ready to Go

When you are ready to start planning your participatory work, go here for sample documents and templates, like budgets and a project outline.

How We Did It: Shared Insight’s Participatory Climate Initiative

The Participatory Philanthropy Toolkit is based on the first-hand experiences of the funders, consultants, and community members who were involved in our Participatory Climate Initiative, a one-time program to explore participatory practices in grantmaking. This case study offers a detailed description of each phase of that work — what, how, and when it all happened — with takeaways to inspire or kickstart your own participatory processes.

How We Did it: Step-by-Step Look at Participatory Climate Initiative

The Participatory Philanthropy Toolkit is based on the first-hand experiences of the funders, consultants, and community members involved in a $2-million Fund for Shared Insight initiative exploring participatory practices in grantmaking. This case study offers a detailed description of each phase of that work, what, how, and when it all happened.

Participatory Philanthropy: Discussions and Hot Topics

Have questions about the toolkit? Or want to learn more?

Please reach out to our program manager Katy Love who co-authored the toolkit with Winifred Olliff, both consultants with experience and expertise in participatory grantmaking. 

Our Appreciation

Fund for Shared Insight would like to express deep gratitude to all who participated in, supported, and contributed to our Participatory Climate Initiative, on which this toolkit is based.  We especially thank:

  • A-dae Briones
  • Austin Ahmasuk
  • Billy Kinney
  • Cynthia Naha
  • Donald Bogen
  • Elsie DuBray
  • Garett Blaize
  • Janiece Watts
  • Jayeesha Dutta
  • Reverend Leo Woodberry
  • Lindsay Louie
  • Rosalinda Guillen
  • Soledad Gaztambide Arandes
  • A-dae Briones
  • Annie Jane Cotten
  • Austin Ahmasuk
  • Billy Kinney
  • Cicely “CC” Moore
  • Crystal Yankawgé Nelson
  • Dewey Kk’ołeyo Hoffman
  • Donald Bogen
  • Fix Cain
  • Garett Blaize
  • Jayeesha Dutta
  • Katia R. Avilés Vázquez
  • Kilia Purdy-Avelino
  • Melinda Tuan
  • Miwa Tamanaha
  • Reverend Leo Woodberry
  • Aimalama
  • Bering Sea Elders Group
  • Chickaloon Native Village
  • Hui Maka’ainana o Makana
  • Inuit Circumpolar Council-Alaska
  • Kamiloloa One Ali’i Homestead Association
  • Kawerak
  • KUA
  • Laulima Kuha’O
  • Maui Nui Makai Network
  • Organized Village of Kake
  • Organized Village of Savoonga
  • Organized Village of Shaktoolik
  • Punana O Kaiona
  • Roots Program (Kōkua Kalihi Valley)
  • Tanana Chiefs Conference
  • Village of Port Heiden
  • Waimea Homestead
  • Alliance of Native Seedkeepers
  • Another Gulf is Possible/Otro Golfo es Posible
  • Colmena Cimarrona
  • Cosmic Poetry Sanctuary
  • Ekvn-Yefolecv
  • Hijra House
  • IDEBAJO
  • ISER Caribe
  • Living Hope Wheelchair Association
  • New Alpha CDC
  • North Carolina Climate Justice Collective
  • Nottoway Tribe of Virginia
  • Sejah Farm, St. Croix
  • SouthCentral Louisiana CDC
  • Southeastern African American Farmers’ Organic Network (SAAFON)
  • Southern Appalachian Mountain Stewards
  • Stay Together Appalachian Youth Project
  • Alaska Venture Fund
  • Another Gulf is Possible/Otro Golfo es Posible
  • Appalachian Community Fund
  • Climate Justice Alliance
  • Dogwood Alliance
  • Filantropía Puerto Rico
  • First Nations Development Institute
  • Foundation for Louisiana
  • Hawaii Community Foundation
  • Headwaters Foundation
  • Kua’aina Ulu ‘Auamo
  • Native Americans in Philanthropy
  • Quivira Coalition
  • Spruce Root

Anna Loizeaux, JPB Foundation
Ciciley “CC” Moore, WK Kellogg Foundation
Chris Cardona, Ford Foundation
Claire Poelking, MacArthur Foundation
Doua Thor, Sobrato Philanthropies
Genny Biggs, Moore Foundation
Jamaica Maxwell, Packard Foundation
Jennifer Chavez Rubio, Gates Foundation
Jennifer Ryan, Moore Foundation
Jessica Kiessel, Omidyar Network
Karla Ruiz, Sobrato Philanthropies
Kate Barnes, MacArthur Foundation
Linda Baker, Packard Foundation
Lindsay Louie, Hewlett Foundation
Rachel Huguet, Hilton Foundation
Shaheen Hasan, Target Foundation
Shaheen Kassim-Lakha, Hilton Foundation
Trevor Pollack, Barr Foundation

  • Anne Nsimbi
  • Debbie Blum
  • Gita Gulati-Partee
  • Jaqueline Hartley
  • Katy Love
  • Meenakshi Abbi
  • Melinda Tuan
  • Michelle Mengel
  • Rick Moyers
  • Sarah Stachowiak
  • Winifred Olliff
  • Annie Jane Cotten
  • Artis Burney
  • Braulio Quintero
  • Camille Hebert
  • Claire Poelking
  • Dale KK Browne
  • Elda Guadalupe Carrasquillo
  • Jayeesha Dutta
  • Jodi Lasseter
  • Kaiulani Odom
  • Karla Ruiz
  • Katia R. Avilés-Vázquez
  • Rev. Leo Woodberry
  • Liana Lopez
  • Loretta Slater
  • Marselle Alexander-Ozinskas
  • Osvaldo Capmany
  • Roberto Thomas
  • Rory Neuner
  • Sydney Underwood
  • Taysha DeVaughan
  • Whitney Jaye
  • Yvonne Belanger