Executive Staff

Executive Staff

Template
Indirect Cost for Grantmaking Policy Template
February 2025
Resource for members only
Video
PSW On the Road Denver
November 2023
Video
2019 Annual Conference: Foundation Staff Essentials Session
October 2019
Resource for members only
Program Resource
PSW Webinar Recording Board Governance - Deciphering the Form 990
September 2019
Webinar Recording
PSW Webinar Recording: Board Governance - Best & Emerging Practices
March 2019
Giving Study
2018 Foundation Giving in Colorado
January 2019
Partner Resource
Community Foundations Express Training
February 2019
Giving Study
Philanthropy Southwest's 2016 Giving Study
November 2016
Research
A Consumers Guide to Grants Management Systems 2016
June 2016
Member Service
2016 PSW Quarterly Newsletters
December 2016
General Resource
State Priorities Partnership
June 2015
Resource for members only
Public Policy Resource
Advocacy Toolkit
July 2015
Resource for members only
General Resource
Community Foundation Resources
January 2016
Member Service
2014 Connections E-Newsletters Issues
December 2015
Blog Post
​Dallas Public Voices Greenhouse - Radical Experiment
November 2015
Asset Allocation – Driving Returns and Controlling Risk
October 2015
Alternative Investments – Their Role in Reducing Risk in Your Investment Portfolio
October 2015
Presentation
The Spiritual Foundations of the New Physics of Finances, Faith, & Philanthropy
October 2015
Presentation
Streamline Your Grants Process, Focus More on Mission
October 2015
Presentation
A Lifecycle Approach to Investing in Organizational Capacity
October 2015
Presentation
Pathways Out of Homelessness
October 2015
Presentation
What Philanthropy Can Do to Ease the Water Crisis: A Follow up Conversation
October 2015
Presentation
Family Foundation Transitions: Leadership Succession
October 2015
Presentation
Energizing Rural Entrepreneurial Communities
October 2015
Presentation
Evaluation: Are We Making a Difference?
October 2015
Research
2014 Council on Foundations - Communfund Study of Investment and Endowments for Private and Community Foundations
August 2015
Resource for members only
Webinar Recording
Webinar: Understanding and Influencing Policy (without Getting in Trouble): What Philanthropists Need to Know to Maximize Investments in Programs and Advocacy
July 2015
Research
Achieving a Sustainable Texas
July 2015
Research
Women & Wealth: Insights for Grantmakers
July 2015
Giving Study
Giving USA 2015 - Highlights
July 2015
Mutually Nourishing Philanthropy
July 2015
General Resource
Mental Health Awareness
June 2015
General Resource
Youth Philanthropy On The Road
June 2015
Guide
Oklahoma Conference on Nonprofit Law & Finance - Resources
March 2015
Member Service
2015 Connections E-Newsletters Issues
February 2015
Guide
Advocacy in the New World of Policy Influence
February 2015
Presentation
2015 Grantor - Grantee Dialogue: Boards for a New Era
January 2015
Guide
2015 Grantor - Grantee Dialogue: Boards for a New Era
January 2015
Guide
Processes and Practices Around Meaningful Measurement: A Case Study
January 2015
Template
Harold Simmons Foundation - Sample Grant Review
January 2015
Resource for members only
Template
Abell-Hanger Foundation - (operating) Grant Request Summary
January 2015
Template
Abell-Hanger Foundation - Grant Application Institutional Profile
January 2015
Template
Abell-Hanger Foundation - Grant Application Current Year Operating Budget
January 2015
Template
Abell-Hanger Foundation - Grant Application Contribution Analysis
January 2015
Template
Abell-Hanger Foundation - Grant Application Budget Comparison
January 2015
Template
Abell-Hanger Foundation - Grant Affidavit
January 2015
Template
Abell-Hanger Foundation - Grant Application Salary Worksheet
January 2015
Template
Abell-Hanger Foundation - Grant Application Checklist
January 2015
Template
Abell-Hanger Foundation - Special Project Grant Request Summary
January 2015
Template
Abell-Hanger Foundation - Sample Rejection Letter
January 2015
Template
Abell-Hanger Foundation - Sample of Final Grant Letter Agreement
January 2015
Template
Abell-Hanger Foundation - Sample of Matching Grant Letter Agreement
January 2015
Template
Abell-Hanger Foundation - Capital Project Grant Request Summary
January 2015
Template
Abell-Hanger Foundation - (grant) Guidelines and Policies
January 2015
Template
Abell-Hanger Foundation - Sample Award Letter
January 2015
General Resource
Abell-Hanger Foundation - At a Glance
January 2015
Template
Abell-Hanger - Capital or Special Project Checklist
January 2015
Template
Abell-Hanger Foundation - Capital Project Funding Summary
January 2015
Template
The Merrick Foundation - Conflict of Interest
January 2015
Template
The Merrick Foundation - Investment Policy 2014
January 2015
Presentation
Big Change Requires Advocacy
November 2014
Template
The Flinn Foundation - Conflict of Interest Policy
December 2014
Resource for members only
Template
Kirkpatrick Family Fund - Affiliated Fund Investment Objective
December 2014
Resource for members only
Template
Kempner Fund - Approval Letter
December 2014
Resource for members only
Template
Kempner Fund - Declination Letter
December 2014
Resource for members only
Presentation
2014 Legislative Update
November 2014
Video
The Importance of Advocacy
November 2014
Investment Impact Plus
November 2014
Private Foundations: What Should be Keeping You Up at Night
November 2014
Changing the Investment Perspective
November 2014
Avoiding Labor Pains
November 2014
Vulnerable Children: Hope to the Invisibles
October 2014
High Reliability Schools- Putting the Pieces Together
October 2014
Connecting a Multi-generational Workplace
October 2014
The Power of Investing in Nonprofit Capacity
October 2014
Shifting the Paradigm from Aging in Place to Community
October 2014
It CAN Happen Here: Fraud detection, deterrence and protection
October 2014
An Evolution of Perspectives on Portfolio Allocation
October 2014
Strong Leaders, Strong Teams
October 2014
Inside Outside Storytelling: Strong Leaders, Strong Teams
October 2014
Guide
Cracking the Network Code: Impact through Empowerment
September 2014
Guide
From Effective to Inspired: Grantmaking Skills for Trustees and Staff
September 2014
Resource for members only
Webinar Recording
Webinar Recording: 2013 Investment Performance of Grantmaking Foundations
September 2014
Resource for members only
Template
Council on Foundations Advocacy Toolkit
August 2014
Research
2013 Commonfund Benchmarks Study of Community Foundations Report
July 2014
Resource for members only
Research
Commonfund - Council on Foundations 2013 Study of Investment Performance of Private Foundations
July 2014
Resource for members only
General Resource
Foundation Executive Briefing: Overview of 2013 Investment Performance of Private Foundations
July 2014
Resource for members only
Technology: In and Beyond the Boardroom
July 2014
Staying the Course: Good Governance in Turbulent Times
July 2014
Presentation
Where does the money go? Foundation Investment in the Greater Houston Community
July 2014
Video
The Green Rush: Conversations about the Legalization of Marijuana in Colorado
April 2014
Video
Finding the Balance in High Tech Times
April 2014
Video
From the Gridiron to Granting Wishes: 2014 Mid-year Plenary Speaker Jeremy Bloom
April 2014
Presentation
Internet-powered Tools for Community Engagement
April 2014
Immigration, the Southwest and Economic Growth
March 2014
Research
Philanthropy Southwest State Summary-Texas
February 2017
Research
Philanthropy Southwest State Summary-Nevada
February 2017
Research
Philanthropy Southwest State Summary-Oklahoma
February 2017
Research
Philanthropy Southwest State Summary-Colorado
February 2017
Research
Philanthropy Southwest State Summary-Arkansas
February 2017
Research
Philanthropy Southwest State Summary-Arizona
February 2017
Member Service
The Path of Legislation
Conference of Southwest Foundations
January 2014
Research
Grantmaker Salary and Benefit Survey
August 2013
Resource for members only
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