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Research
Grantmaker Salary and Benefit Survey
August 2013
Resource for members only
Presentation
2015 Grantor - Grantee Dialogue: Boards for a New Era
January 2015
Presentation
Community and Health Foundations Convening Presentations
February 2025
Presentation
Resilience: Creating the All Weather Portfolio - A Presentation
Northern Trust
October 2019
General Resource
Foundation Executive Briefing: Overview of 2013 Investment Performance of Private Foundations
July 2014
Resource for members only
Webinar Recording
Aligning Values with Value: ESG, SRI & Impact Investment Discussion - Webinar Presentation & Recording
January 2021
Resource for members only
Webinar Recording
Navigating Changing Market Conditions During COVID-19: How Funders Can Plan Ahead - Teleconference Recording
Westwood Wealth Management
April 2020
Resource for members only
Presentation
Financial Fraud & Things That Keep You Awake at Night - A Presentation
BKD CPAs & Advisors
October 2019
Staying the Course: Good Governance in Turbulent Times
July 2014
Report
Impact Investing Handbook - An Implementation Guide for Practitioners
Rockefeller Philanthropic Advisors
July 2020
Presentation
Investing for Foundations 201 - A Presentation
November 2019
Asset Allocation – Driving Returns and Controlling Risk
October 2015
Blog Post
Survey, Foundation Executive Briefing Focus on Investments
... in the survey to that of Philanthropy Southwest members surveyed. The “2013 Study of Investments for ... percent. For their part, the 20 Philanthropy Southwest members that participated in the study had a net...
August 21, 2014
Presentation
The Case for Impact Investing
Align: Your Impact Partner
January 2020
Resource for members only

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