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Video
Philanthropy in Tumultuous Times Spending to Meet the Moment
May 2025
Resource for members only
Video
Executive Orders and Impact Investing: How to Make Resources Stretch Further in Difficult Times
June 2025
Resource for members only
Guide
Oklahoma Conference on Nonprofit Law & Finance - Resources
March 2015
General Resource
Foundation Executive Briefing: Overview of 2013 Investment Performance of Private Foundations
July 2014
Resource for members only
Blog Post
Survey, Foundation Executive Briefing Focus on Investments
... Foundation Attendees of Philanthropy Southwest’s executive briefing, held in Denver on July 23 at the offices ... and cautioned against following the herd. The effective spending rate among foundations in the...
August 21, 2014
Presentation
Community and Health Foundations Convening Presentations
February 2025
Resource for members only
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
Presentation
Financial Fraud & Things That Keep You Awake at Night - A Presentation
BKD CPAs & Advisors
October 2019
Presentation
Investing for Foundations 101 - A Presentation
November 2019
Webinar Recording
Financial Literacy Webinar Series Session 1: Reading nonprofit financial statements - Webinar Recording
April 2021
Resource for members only
Report
Impact Investing Handbook - An Implementation Guide for Practitioners
Rockefeller Philanthropic Advisors
July 2020
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
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

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