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Research
2014 Council on Foundations - Communfund Study of Investment and Endowments for Private and Community Foundations
August 2015
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
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 times of trouble—that was always the justification for keeping the 5% payout below...
April 07, 2020
2024 Annual Conference
Why the Census Matters NOW to Philanthropic ROI
October 2024
Resource for members only
Investment Impact Plus
November 2014
Research
2013 Commonfund Benchmarks Study of Community Foundations Report
July 2014
Resource for members only
Changing the Investment Perspective
November 2014
Template
The Merrick Foundation - Investment Policy 2014
January 2015
Webinar Recording
Funding Local Nonprofit Journalism: A High Impact Investment for Thriving Communities - Webinar Presentation & Recording
January 2021
Resource for members only

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