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An Evolution of Perspectives on Portfolio Allocation
October 2014
Presentation
Community and Health Foundations Convening Presentations
February 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
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
Asset Allocation – Driving Returns and Controlling Risk
October 2015
Video
Philanthropy in Tumultuous Times Spending to Meet the Moment
May 2025
Resource for members only
Presentation
Resilience: Creating the All Weather Portfolio - A Presentation
Northern Trust
October 2019
Guide
From Effective to Inspired: Grantmaking Skills for Trustees and Staff
September 2014
Resource for members only
Presentation
Investing for Foundations 201 - A Presentation
November 2019
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
Report
Impact Investing Handbook - An Implementation Guide for Practitioners
Rockefeller Philanthropic Advisors
July 2020
Changing the Investment Perspective
November 2014
Presentation
Investing for Foundations 101 - A Presentation
November 2019
Investment Impact Plus
November 2014
Presentation
The Case for Impact Investing
Align: Your Impact Partner
January 2020
Resource for members only
Webinar Recording
Foundation Board Governance and Compliance: How to Avoid Common Pitfalls - Webinar Recording and Presentation
September 2020

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