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Research
Commonfund - Council on Foundations 2013 Study of Investment Performance of Private Foundations
July 2014
Resource for members only
Presentation
Community and Health Foundations Convening Presentations
February 2025
Resource for members only
Presentation
Impact of TCJA on Charitable Giving by Individuals - A Presentation
Americans for the Arts
Randy Cohen
October 2019
Guide
Oklahoma Conference on Nonprofit Law & Finance - Resources
March 2015
Report
Impact Investing Handbook - An Implementation Guide for Practitioners
Rockefeller Philanthropic Advisors
July 2020
It CAN Happen Here: Fraud detection, deterrence and protection
October 2014
Webinar Recording
Foundation Board Governance and Compliance: How to Avoid Common Pitfalls - Webinar Recording and Presentation
September 2020
Staying the Course: Good Governance in Turbulent Times
July 2014
Presentation
Tax Compliance Issues Private Foundations Need To Know
October 2015
Template
The Merrick Foundation - Investment Policy 2014
January 2015
Asset Allocation – Driving Returns and Controlling Risk
October 2015
Investment Impact Plus
November 2014
Webinar Recording
Financial Literacy Webinar Series Session 1: Reading nonprofit financial statements - Webinar Recording
April 2021
Resource for members only
Presentation
Investing for Foundations 201 - A Presentation
November 2019
Presentation
Resilience: Creating the All Weather Portfolio - A Presentation
Northern Trust
October 2019
Presentation
Investing for Foundations 101 - A Presentation
November 2019
Presentation
The Case for Impact Investing
Align: Your Impact Partner
January 2020
Resource for members only

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