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Template
The Merrick Foundation - Investment Policy 2014
January 2015
General Resource
Community Foundation Resources
January 2016
Investment Impact Plus
November 2014
Changing the Investment Perspective
November 2014
Guide
Oklahoma Conference on Nonprofit Law & Finance - Resources
March 2015
Template
Indirect Cost for Grantmaking Policy Template
February 2025
Resource for members only
Research
Commonfund - Council on Foundations 2013 Study of Investment Performance of Private Foundations
July 2014
Resource for members only
Template
The Flinn Foundation - Conflict of Interest Policy
December 2014
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
The Power of Investing in Nonprofit Capacity
October 2014
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
General Resource
Foundation Executive Briefing: Overview of 2013 Investment Performance of Private Foundations
July 2014
Resource for members only
Presentation
Where does the money go? Foundation Investment in the Greater Houston Community
July 2014
Guide
Advocacy in the New World of Policy Influence
February 2015
Presentation
A Lifecycle Approach to Investing in Organizational Capacity
October 2015
Template
Kirkpatrick Family Fund - Affiliated Fund Investment Objective
December 2014
Resource for members only
Webinar Recording
Webinar Recording: 2013 Investment Performance of Grantmaking Foundations
September 2014
Resource for members only

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