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Research
Commonfund - Council on Foundations 2013 Study of Investment Performance of Private Foundations
July 2014
Resource for members only
Template
The Merrick Foundation - Investment Policy 2014
January 2015
Presentation
Investing for Foundations 201 - A Presentation
November 2019
Guide
From Effective to Inspired: Grantmaking Skills for Trustees and Staff
September 2014
Resource for members only
Investment Impact Plus
November 2014
Research
2013 Commonfund Benchmarks Study of Community Foundations Report
July 2014
Resource for members only
Blog Post
Survey, Foundation Executive Briefing Focus on Investments
... that participated in the survey, reported an average net annual return of 15.6 percent on their investments. The ... with assets of less than $101 million saw an average annual return of return of 15.2 percent...
August 21, 2014
Video
Philanthropy in Tumultuous Times Spending to Meet the Moment
May 2025
Resource for members only
Presentation
Investing for Foundations 101 - A Presentation
November 2019
Changing the Investment Perspective
November 2014
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
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