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Research
Women & Wealth: Insights for Grantmakers
July 2015
Research
Commonfund - Council on Foundations 2013 Study of Investment Performance of Private Foundations
July 2014
Resource for members only
Research
2014 Council on Foundations - Communfund Study of Investment and Endowments for Private and Community Foundations
August 2015
Resource for members only
Changing the Investment Perspective
November 2014
General Resource
Foundation Executive Briefing: Overview of 2013 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
2024 Annual Conference
Playing to Win: 5 Critical Factors to Best Position Your Foundation for Long Term Success
October 2024
Resource for members only
Template
The Merrick Foundation - Investment Policy 2014
January 2015
Guide
From Effective to Inspired: Grantmaking Skills for Trustees and Staff
September 2014
Resource for members only
Video
Philanthropy in Tumultuous Times Spending to Meet the Moment
May 2025
Resource for members only
2024 Annual Conference
Why the Census Matters NOW to Philanthropic ROI
October 2024
Resource for members only
PSW News
Impact Investing Event Spotlight

Dallas, TX - Philanthropy Southwest and PSW Member Northern Trust partnered to host the sold-out event “Amplifying Philanthropy by Investing for Impact” in Dallas this fall. The event focused on impact investing and featured a dynamic panel to...

December 11, 2018
Presentation
Investing for Foundations 101 - A Presentation
November 2019
Video
Navigating Investment Risk and Grant-Making Volatility
January 2025
Resource for members only
Webinar Recording
Aligning Values with Value: ESG, SRI & Impact Investment Discussion - Webinar Presentation & Recording
January 2021
Resource for members only
Presentation
Investing for Foundations 201 - A Presentation
November 2019
Investment Impact Plus
November 2014

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