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Research
Program-Related Investments: Will New Regulations Result in Greater and Better Use? (Nonprofit Quarterly)
May 2016
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
2024 Annual Conference
Playing to Win: 5 Critical Factors to Best Position Your Foundation for Long Term Success
October 2024
Resource for members only
Presentation
Investing for Foundations 201 - A Presentation
November 2019
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
Guide
From Effective to Inspired: Grantmaking Skills for Trustees and Staff
September 2014
Resource for members only
2024 Annual Conference
MasterClass Leadership Series: Balancing Growth & Preservation of Capital: Investing in Today’s Markets
October 2024
Resource for members only
The Power of Investing in Nonprofit Capacity
October 2014
Webinar Recording
Funding Local Nonprofit Journalism: A High Impact Investment for Thriving Communities - Webinar Presentation & Recording
January 2021
Resource for members only
Research
2014 Council on Foundations - Communfund Study of Investment and Endowments for Private and Community Foundations
August 2015
Resource for members only
Research
2013 Commonfund Benchmarks Study of Community Foundations Report
July 2014
Resource for members only
Template
The Merrick Foundation - Investment Policy 2014
January 2015

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