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General Resource
Foundation Executive Briefing: Overview of 2013 Investment Performance of Private Foundations
July 2014
Resource for members only
2022 Annual Conference
AC 2022 Breakout Session: Resilient Investing: Fortified Portfolios, Stronger Organizations
February 2023
Changing the Investment Perspective
November 2014
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
Blog Post
Foundations: Use Your Balance Sheet to Help
... At the same time, very few nonprofits have the financial resources to sustain themselves through a sudden downturn in ... in part because grantees want desperately to stay in their funders ’ good graces. And...
April 07, 2020
An Evolution of Perspectives on Portfolio Allocation
October 2014
Template
The Merrick Foundation - Investment Policy 2014
January 2015
Research
2013 Commonfund Benchmarks Study of Community Foundations Report
July 2014
Resource for members only
2024 Annual Conference
MasterClass Leadership Series: Balancing Growth & Preservation of Capital: Investing in Today’s Markets
October 2024
Resource for members only
Research
Program-Related Investments: Will New Regulations Result in Greater and Better Use? (Nonprofit Quarterly)
May 2016

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