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An Evolution of Perspectives on Portfolio Allocation
October 2014
Presentation
Resilience: Creating the All Weather Portfolio - A Presentation
Northern Trust
October 2019
Webinar Recording
Financial Literacy Webinar Series Session 1: Reading nonprofit financial statements - Webinar Recording
April 2021
Resource for members only
Asset Allocation – Driving Returns and Controlling Risk
October 2015
Presentation
Community and Health Foundations Convening Presentations
February 2025
Resource for members only
Presentation
The Case for Impact Investing
Align: Your Impact Partner
January 2020
Resource for members only
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
Research
Commonfund - Council on Foundations 2013 Study of 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
Guide
Oklahoma Conference on Nonprofit Law & Finance - Resources
March 2015
Changing the Investment Perspective
November 2014
Webinar Recording
Financial Literacy Webinar Series Session 2: Reading Between the Lines - Webinar Recording
April 2021
Resource for members only
Webinar Recording
Financial Literacy Webinar Series Session 3: How Financial Positions can Inform Grantmaking and Minimize Funder Dependency - Webinar Recording
April 2021
Resource for members only
Video
Philanthropy in Tumultuous Times Spending to Meet the Moment
May 2025
Resource for members only
Staying the Course: Good Governance in Turbulent Times
July 2014
Webinar Recording
Foundation Board Governance and Compliance: How to Avoid Common Pitfalls - Webinar Recording and Presentation
September 2020
Research
2013 Commonfund Benchmarks Study of Community Foundations Report
July 2014
Resource for members only
Presentation
Tax Compliance Issues Private Foundations Need To Know
October 2015

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