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
Member News

Austin, TX - Last December, longtime St. David’s Foundation CEO Earl Maxwell announced his plans to retire at the end of 2019, pending the recruitment of a new CEO for the Austin-based health foundation.

Today the Foundation announced...

September 05, 2019
Member News

Ardmore, OK - Ron Stout, M.D., will join the Ardmore Institute of Health (AIH) as president and CEO on June 1. Kevin Brown, who has served as president and CEO of AIH since 2013, will become chief operating officer.

Stout currently serves...

April 01, 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
PSW News
Supported by the Boone Family Foundation, The Dallas Public Voices Greenhouse is also part of a national Public Voices initiative, launched by the OpEd Project in collaboration with over a dozen leading institutions – including Yale, Columbia, Northwestern, Dartmouth, the Ford foundation, and more.
November 02, 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
Member News

Philanthropy Southwest Member Paso del Norte Health Foundation has awarded five grants totaling more than $3.2 million to reduce smoking rates among intermittent smokers, pregnant women, people living with small children, and those who lack the resources to provide for their own well-being. To read the full press release, please click on the file below.

June 25, 2015
General Resource
Mental Health Awareness
June 2015
General Resource
Youth Philanthropy On The Road
June 2015
PSW News

Linda May, Board Chair, The Simmons Foundation and PSW Legislative Network Committee Member

April 30, 2015
Member News
(Phoenix, AZ) Founded in 1965, Philanthropy Southwest member, Flinn Foundation celebrates its 50th year in existence. Read the complete article in the link below.
April 14, 2015
PSW News

The four distinct generations co-existing in today’s workplace is prompting foundations to become more adept at tailoring how they communicate, both internally and with community partners.

March 15, 2015
Member News
(Dallas, TX) Southern Methodist University has announced a $45 million pledge from the Dallas-based Meadows Foundation in support of the Meadows School of the Arts and the Meadows Museum.
March 25, 2015
Member News

Largest gathering of Texas philanthropy on any State Issue Held at the 3rd Texas Education Grantmakers Advocacy Convening.

March 19, 2015
Guide
Oklahoma Conference on Nonprofit Law & Finance - Resources
March 2015
Member Service
2015 Connections E-Newsletters Issues
February 2015
Member News
Becky Pastner talks about the St. David's Foundation’s history in capacity building and its new Capacity Academy, an opportunity for St. David’s grant partners to develop and implement targeted capacity-building efforts over a period of several years.
February 12, 2015
PSW News

Foundations regularly provide capacity building support to nonprofit organizations, but it’s less typical for foundations to support the growth and capabilities of fellow funders. The Kirkpatrick Foundation’s relatively modest grant support of $12,500 gave the smaller Southwestern Urban Foundation the ability to redefine its direction and mission, develop a strategic plan, and communicate about their grantmaking.

December 15, 2014
PSW News

Eusebio Diaz, Vice President of Program Baptist Health Foundation of San Antonio...

April 10, 2014
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
Member News

David Mendez will begin a two-year term as chair of the Houston Endowment board of directors in 2015. He has served as a director since 2006. Mr. Mendez will follow Linnet Deily as chair. Deily will continue to serve as a director.

Mr....

January 22, 2015
Member News
Prosper Waco has received a $1 million grant from the Rapoport Foundation to kick off a pilot program focused on helping local high school students successfully transition to college.
January 26, 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
Member News
St. David’s Foundation announced today a $10 million grant to People’s Community Clinic (PCC) to fund expansion and relocation to a new headquarters clinic facility in northeast Austin.
December 12, 2014
Member News

The Catholic Foundation has announced that Vicky P. Lattner will serve as chair of its Board of Trustees beginning in 2015. The current chairman, Tom Codd, Jr., will maintain a position on the board as Chairman Emeritus.

A trustee since...

December 10, 2014
Member News
Inasmuch Foundation (Oklahoma CIty, OK) recently awarded $5.79 million in grants to 28 organizations, all serving Oklahoma communities. The grants include more than $1 million to KIPP Reach to expand and grow a five-school model serving over 2,500 students per year. Another $500,000 was awarded to the Kiwanis Special Activities Fund to replace the old Carver Mark Twain Head Start building with a birth-to-school continuum campus next door to the newly renovated Mark Twain Elementary.
November 14, 2014
Member News
Through a more than $1.3 million donation, ORIX Foundation (Dallas) has given money to 82 North Texas nonprofits in an effort to help children at risk, families in poverty and veterans.
November 14, 2014
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
PSW News

Dallas, TX - Philanthropy Southwest today announced its new slate of board members and officers. Timothy Schultz, President and Executive Director of the Boettcher Foundation in Denver, Colorado, will serve as president. He succeeds John E. Brown...

November 07, 2014
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
Member News

Episcopal Health Foundation leaders today announced a detailed plan to improve community health across 57 Texas counties. The new $1.2 billion foundation believes its One Vision, Three Goals, Seven Strategies plan will help transform the health of families most in need through a different way of philanthropy.

October 01, 2014
Sector News

Philanthropy Southwest's Lucille DiDomenico joins more than 50 distinguished speakers and panelists from throughout Texas and the nation for this decision-maker’s convening event to network and increase the effectiveness of postsecondary success leading to living wage employment in Texas,

September 24, 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
Blog Post

By Kristi Arellano, Communications Fellow, Boettcher Foundation

Attendees of Philanthropy Southwest’s executive briefing, held in Denver on July 23 at the offices of the Boettcher Foundation, got a first look and in-depth explanation of...

August 21, 2014
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
Sector News

If adopted, the Act would make the IRA charitable rollover permanent, simplify the private foundation excise tax, and extend the deadline for claiming charitable contributions.

July 18, 2014
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
Member News

On April 30, the Mary E. Bivins Foundation awarded $145,000 in scholarships to 21 area students. The scholarships are granted to students who meet the program criteria and are seeking a degree that prepares them to preach the Christian religion....

June 15, 2014
Member News

The Boettcher Foundation Board of Trustees released the names of the seven early-career scientists selected for the fifth class of Boettcher Investigators in the Webb-Waring Biomedical Research Program. The announcement was made by April Giles,...

June 03, 2014

On May 20th, Congressman Erik Paulsen (R-MN-3) introduced H.R. 4691, a bill that would simplify the private foundation excise tax to a flat rate of 1 percent. The bill is co-sponsored by Congressman Danny Davis (D-IL-7).

As outlined in a...

May 23, 2014
Member News

April 28 — Most observers don't think the entirety of Rep. Dave Camp's (R-Mich.) Tax Reform Act of 2014 will be enacted this year—or any year soon—but practitioners are concerned that some of the provisions affecting tax-exempt organizations may...

May 01, 2014
Member News
A severe storm system swept across the Midwest and South on April 27-29, 2014, with heavy rains, hail and tornadoes, causing damage in at least 10 states. At least 31 people were killed by tornadoes in Arkansas, Oklahoma, Iowa, Tennessee,...
May 01, 2014

Congress returns to work this week — and, according to Politico , the extenders debate will quickly heat up. The Ways and Means Committee plans to take up on Tuesday the first in what Chairman Camp has said will be a series of measures reviving...

April 29, 2014
Member News

The Flinn-Brown Civic Leadership Academy is now accepting applications for the 2014 cohort. The Flinn-Brown Civic Leadership Academy is a long-term initiative to expand the number of Arizonans who are committed to state-level public service and...

April 23, 2014
Member News
Fort Smith, Ark. —On Monday, The University of Arkansas at Fort Smith breaks ground on a brand new $15.5 million facility for the visual arts program. The new facility will house graphic design laboratories, space for photography, painting,...
April 21, 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
Member News

PHOENIX, Ariz.—The Board of Trustees of Virginia G. Piper Charitable Trust announced today that Dr. Susan M. Pepin, nationally recognized medical educator, clinician, and researcher, will become the next president and CEO of Virginia G. Piper...

April 14, 2014
Presentation
Internet-powered Tools for Community Engagement
April 2014
Member News

The Texas Bar Foundation has announced that Brian Shannon, the Charles B. “Tex” Thornton Professor of Law at the Texas Tech School of Law, along with Dr. Victor R. Scarano, a psychiatrist and attorney in Houston, will receive the 2014 Outstanding...

April 04, 2014
PSW News

Denver, CO – The Conference of Southwest Foundations, the oldest membership association for grantmakers in the U.S., today announced the organization is now Philanthropy Southwest. The 65-year-old association is made up of more than 200 member...

April 09, 2014
Sector News

Senate Finance Committee Chairman Ron Wyden (D-OR), speaking April 1 at the annual member meeting of the National Council of Nonprofits, made his clearest statement of support for charitable giving tax incentives and for the work of charitable...

April 02, 2014
Member News

Phoenix, Arizona - University of Arizona researchers have been awarded a $200,000 two-year seed grant by the Flinn Foundation through its Promoting Translational Research in Precision Medicine grants program to find out how a virus that flies...

April 02, 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 News

On February 27 @ 7pm KERA’s Krys Boyd Moderated a Free Public Forum on Asset Poverty in North Texas

DALLAS/FORT WORTH – Imagine being so close to the financial edge that a single life event could push you and your family over. According...

February 03, 2014
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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