Your Portfolio in Today's Markets – What to Worry About & What To Do About It - Webinar Presentation and Recording
Resource for members only
It CAN Happen Here: Fraud detection, deterrence and protection
Aligning Values with Value: ESG, SRI & Impact Investment Discussion - Webinar Presentation & Recording
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Community and Health Foundations Convening Presentations
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Impact Investing Handbook - An Implementation Guide for Practitioners
Rockefeller Philanthropic Advisors
July 2020
From Effective to Inspired: Grantmaking Skills for Trustees and Staff
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Financial Literacy Webinar Series Session 1: Reading nonprofit financial statements - Webinar Recording
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Financial Literacy Webinar Series Session 2: Reading Between the Lines - Webinar Recording
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Oklahoma Conference on Nonprofit Law & Finance - Resources
Commonfund - Council on Foundations 2013 Study of Investment Performance of Private Foundations
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Financial Literacy Webinar Series Session 3: How Financial Positions can Inform Grantmaking and Minimize Funder Dependency - Webinar Recording
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2019 Annual Conference: Impact Investing 101 - Presentation & Recording
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Grantmaker Salary and Benefit Survey
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The Case for Impact Investing
Align: Your Impact Partner
January 2020
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The Merrick Foundation - Investment Policy 2014
2015 Grantor - Grantee Dialogue: Boards for a New Era
Financial Fraud & Things That Keep You Awake at Night - A Presentation
Tax Compliance Issues Private Foundations Need To Know
Asset Allocation – Driving Returns and Controlling Risk
Staying the Course: Good Governance in Turbulent Times
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