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Presentation
Tax Compliance Issues Private Foundations Need To Know
October 2015
Template
Kirkpatrick Family Fund - Affiliated Fund Investment Objective
December 2014
Resource for members only
Video
2019 Annual Conference: Impact Investing 101 - Presentation & Recording
October 2019
Resource for members only
Presentation
The Case for Impact Investing
Align: Your Impact Partner
January 2020
Resource for members only
Investment Impact Plus
November 2014
Presentation
2015 Grantor - Grantee Dialogue: Boards for a New Era
January 2015
Report
Impact Investing Handbook - An Implementation Guide for Practitioners
Rockefeller Philanthropic Advisors
July 2020
Guide
From Effective to Inspired: Grantmaking Skills for Trustees and Staff
September 2014
Resource for members only
2025 Annual Conference
Annual Conference 2025 Breakout Sessions: Finance, Governance, & Law
October 2025
Resource for members only
Presentation
Community and Health Foundations Convening Presentations
February 2025
Resource for members only
Webinar Recording
Aligning Values with Value: ESG, SRI & Impact Investment Discussion - Webinar Presentation & Recording
January 2021
Resource for members only
Guide
Oklahoma Conference on Nonprofit Law & Finance - Resources
March 2015
Video
Philanthropy in Tumultuous Times Spending to Meet the Moment
May 2025
Resource for members only
Webinar Recording
Financial Literacy Webinar Series Session 1: Reading nonprofit financial statements - Webinar Recording
April 2021
Resource for members only
Private Foundations: What Should be Keeping You Up at Night
November 2014
Research
Commonfund - Council on Foundations 2013 Study of Investment Performance of Private Foundations
July 2014
Resource for members only
Asset Allocation – Driving Returns and Controlling Risk
October 2015

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