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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
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
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
Investing for Foundations 101 - A Presentation
November 2019
Research
Commonfund - Council on Foundations 2013 Study of Investment Performance of Private Foundations
July 2014
Resource for members only
Research
2013 Commonfund Benchmarks Study of Community Foundations Report
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
Investment Impact Plus
November 2014
Template
The Merrick Foundation - Investment Policy 2014
January 2015
Webinar Recording
Webinar Recording: 2013 Investment Performance of Grantmaking Foundations
September 2014
Resource for members only
An Evolution of Perspectives on Portfolio Allocation
October 2014

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