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Template
Sustainability Costing Tools
February 2017
Research
2014 Council on Foundations - Communfund Study of Investment and Endowments for Private and Community Foundations
August 2015
Resource for members only
Guide
Oklahoma Conference on Nonprofit Law & Finance - Resources
March 2015
2024 Annual Conference
Organizational Operations and Risk Assessments at Philanthropic Organizations
October 2024
Resource for members only
Partner Resource
The American Dream Prosperity Index
January 2023
Resource for members only
Changing the Investment Perspective
November 2014
Partner Resource
EXPLORING THE INTERSECTION OF Family Foundation Stewardship, Relationships & Joy
March 2025
Template
The Merrick Foundation - Investment Policy 2014
January 2015
Webinar Recording
Foundation Board Governance and Compliance: How to Avoid Common Pitfalls - Webinar Recording and Presentation
September 2020
Template
The Flinn Foundation - Conflict of Interest Policy
December 2014
Resource for members only
Private Foundations: What Should be Keeping You Up at Night
November 2014
An Evolution of Perspectives on Portfolio Allocation
October 2014

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