International

International

Video
Executive Orders and Impact Investing: How to Make Resources Stretch Further in Difficult Times
June 2025
Resource for members only
Video
Philanthropy in Tumultuous Times Spending to Meet the Moment
May 2025
Resource for members only
Video
Navigating Investment Risk and Grant-Making Volatility
January 2025
Resource for members only
Partner Resource
Sustainability? No, It Is about Building Durability!
December 2024
2024 Annual Conference
Playing to Win: 5 Critical Factors to Best Position Your Foundation for Long Term Success
October 2024
Resource for members only
2024 Annual Conference
Why the Census Matters NOW to Philanthropic ROI
October 2024
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
2022 Annual Conference
AC 2022 Breakout Session: Resilient Investing: Fortified Portfolios, Stronger Organizations
February 2023
Webinar Recording
Aligning Values with Value: ESG, SRI & Impact Investment Discussion - Webinar Presentation & Recording
January 2021
Resource for members only
Webinar Recording
Funding Local Nonprofit Journalism: A High Impact Investment for Thriving Communities - 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
Blog Post
Foundations: Use Your Balance Sheet to Help

By Mark Kramer, co-founder and managing director, FSG

During this massive economic upheaval caused by the COVID-19 pandemic, government and media attention is focused on the impact on businesses, financial markets, and the economy, but...

April 07, 2020
Disaster Response Resource
Tax and Audit COVID-19 Resources and Guidelines
CliftonLarsenAllen
April 2020
Presentation
Investing for Foundations 201 - A Presentation
November 2019
Presentation
Investing for Foundations 101 - A Presentation
November 2019
PSW News
Impact Investing Event Spotlight

Dallas, TX - Philanthropy Southwest and PSW Member Northern Trust partnered to host the sold-out event “Amplifying Philanthropy by Investing for Impact” in Dallas this fall. The event focused on impact investing and featured a dynamic panel to...

December 11, 2018
Research
Program-Related Investments: Will New Regulations Result in Greater and Better Use? (Nonprofit Quarterly)
May 2016
Research
2014 Council on Foundations - Communfund Study of Investment and Endowments for Private and Community Foundations
August 2015
Resource for members only
Research
Women & Wealth: Insights for Grantmakers
July 2015
Template
The Merrick Foundation - Investment Policy 2014
January 2015
Investment Impact Plus
November 2014
Changing the Investment Perspective
November 2014
Vulnerable Children: Hope to the Invisibles
October 2014
The Power of Investing in Nonprofit Capacity
October 2014
An Evolution of Perspectives on Portfolio Allocation
October 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
Survey, Foundation Executive Briefing Focus on Investments

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
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
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