Make Shift Happen Conversation Series
Welcome to the Make Shift Happen conversation series. A series exploring how we do philanthropy differently. We've invited leaders we admire, peers who've shaped our work, and collaborators who are already modeling different ways of moving resources and shifting power to have unscripted conversations about the work of transforming philanthropy into a true force for gender, economic, and racial justice.
Episode 2 | The 5/95 Model of Philanthropy: Strategies for 100% Mission Alignment
Did you know that under US tax law, foundations are required to distribute only 5% of their assets as grants every year? This means the remaining 95% typically get reinvested into conventional financial markets to continue building wealth. We call this the 5/95 model.
This video explores: 100% Mission Alignment, 5/95 Model
Episode 4 | Spending out: The Critical Role of Infrastructure Investment
How has the movement toward spend out philanthropy impacted the organizations that receive funding?
In Episode 4 of our Make Shift Happen conversation series, Mia Reilly, Director of Engagement Strategy at Tara Health Foundation, sits down with Mariko Miki, Co-Executive Director of If/When/How, a national nonprofit that provides legal help to people facing criminalization for pregnancy, abortion, or birth.
This video explores: Spending Out, 5/95 Model, Future Visions, Governance, Philanthropy Origins
What becomes possible when philanthropy truly shifts the flow of power & resources?
Across the philanthropic and nonprofit landscape, amidst the violence and chaos, a vibrant ecosystem is emerging: organizations and leaders who refuse to accept the status quo, who are building new structures while boldly dismantling the old, who dare to imagine and create systems rooted in shared abundance rather than manufactured scarcity.
This video explores: 5/95 Model, Spending Out, Supporting Democracy
Meet the Leaders Making Shift Happen
Coming October 2025, we’re looking forward to the release of our Make Shift Happen Conversation Series, where we’ve brought together leaders, innovators, and dreamers across the philanthropic and nonprofit sectors who are doing the work of transforming philanthropy into a true force for gender, economic, and racial justice.
This video explores: Leadership, Future Visions
Episode 1 | Philanthropy: The Origin Story
The word “philanthropy” literally means “love of humanity.” But what if traditional philanthropic models actually reinforce unjust systems?
This video explores: Philanthropy Origins, 5/95 Model, Trust-Based Philanthropy
Episode 3 | Spending out: Meeting the Moment in 2025
How do spend out foundations stand apart in a moment and landscape marked by retreat and fear?
In Episode 3 of our Make Shift Happen series, Elise Belusa, Executive Director of Tara Health Foundation, speaks with Glen Gailach, CEO of the Stupski Foundation, to explore different ways spend out foundations can move with intention in challenging times.
This video explores: Spending Out, Supporting Democracy
Episode 5 | From Extraction to Beloved Community
“I want security in community because where I come from—that’s the only real security there is.” – Rachel Robasciotti, founder and Co-CEO of Adasina Social Capital and Tara Health Foundation Board Member
In Episode 5 of the Make Shift Happen Conversation Series, Rachel Robasciotti and Nwamaka Agbo, founding CEO of Kataly Foundation and managing director of Kataly’s Restorative Economies Fund unpack how sharing wealth builds real community—community that can support everyone’s survival and thriving.
This video explores: Governance
Make Shift Happen: Coming October 2025
Make Shift Happen Conversation Series— coming October 2025. Join us this October as we explore what transformation requires from each of us, from our institutions, from our ecosystems in our new video series, Make Shift Happen.
This video explores: Future Visions
The Make Shift Happen Conversation Series: Do Philanthropy Differently
Welcome to the Make Shift Happen conversation series.
A series exploring how we do philanthropy differently.
This video explores: Storytelling, Future Visions