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Research
A Consumers Guide to Grants Management Systems
June 2014
Asset Allocation – Driving Returns and Controlling Risk
October 2015
2024 Annual Conference
Reading the Signs - Where to look for issues in a Grantee's 990
October 2024
Resource for members only
Template
Indirect Cost for Grantmaking Policy Template
February 2025
Resource for members only
An Evolution of Perspectives on Portfolio Allocation
October 2014
Blog Post
Seven Ways to Support Charitable Giving amid the COVID-19 Crisis
Northern Trust
April 2020
Presentation
Where does the money go? Foundation Investment in the Greater Houston Community
July 2014
Video
Navigating Investment Risk and Grant-Making Volatility
January 2025
Resource for members only
Investment Impact Plus
November 2014
Giving Study
2016 Giving Study of Private and Community Foundations
October 2016
Template
Sustainability Costing Tools
February 2017
Giving Study
Philanthropy Southwest's 2016 Giving Study
November 2016

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