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Template
The Merrick Foundation - Investment Policy 2014
January 2015
Video
Executive Orders and Impact Investing: How to Make Resources Stretch Further in Difficult Times
June 2025
Resource for members only
Presentation
Investing for Foundations 201 - A Presentation
November 2019
Presentation
Investing for Foundations 101 - A Presentation
November 2019
Investment Impact Plus
November 2014
Changing the Investment Perspective
November 2014
Presentation
The Case for Impact Investing
Align: Your Impact Partner
January 2020
Resource for members only
Guide
Oklahoma Conference on Nonprofit Law & Finance - Resources
March 2015
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
Video
2019 Annual Conference: Impact Investing 101 - Presentation & Recording
October 2019
Resource for members only
Webinar Recording
How Alternative Investments Affect Tax-Exempt Organizations
September 2024
Resource for members only
General Resource
Foundation Executive Briefing: Overview of 2013 Investment Performance of Private Foundations
July 2014
Resource for members only
Program Resource
From Behavioral Bias to Rational Investing
October 2019
Resource for members only
Webinar Recording
Financial Literacy Webinar Series Session 1: Reading nonprofit financial statements - Webinar Recording
April 2021
Resource for members only
Template
Kirkpatrick Family Fund - Affiliated Fund Investment Objective
December 2014
Resource for members only
Webinar Recording
Webinar Recording: 2013 Investment Performance of Grantmaking Foundations
September 2014
Resource for members only

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