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Disaster Response Resource
Tax and Audit COVID-19 Resources and Guidelines
CliftonLarsenAllen
April 2020
Guide
From Effective to Inspired: Grantmaking Skills for Trustees and Staff
September 2014
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
Presentation
Investing for Foundations 201 - A Presentation
November 2019
Presentation
Investing for Foundations 101 - A Presentation
November 2019
Changing the Investment Perspective
November 2014
Research
Women & Wealth: Insights for Grantmakers
July 2015
The Power of Investing in Nonprofit Capacity
October 2014
Research
2014 Council on Foundations - Communfund Study of Investment and Endowments for Private and Community Foundations
August 2015
Resource for members only
General Resource
Foundation Executive Briefing: Overview of 2013 Investment Performance of Private Foundations
July 2014
Resource for members only
PSW News
Impact Investing Event Spotlight
Dallas , TX - Philanthropy Southwest and PSW Member Northern Trust ... “Amplifying Philanthropy by Investing for Impact” in Dallas this fall. The event focused on impact investing and ... created...
December 11, 2018
Research
2013 Commonfund Benchmarks Study of Community Foundations Report
July 2014
Resource for members only
Video
Philanthropy in Tumultuous Times Spending to Meet the Moment
May 2025
Resource for members only
Research
Commonfund - Council on Foundations 2013 Study of Investment Performance of Private Foundations
July 2014
Resource for members only
An Evolution of Perspectives on Portfolio Allocation
October 2014
Vulnerable Children: Hope to the Invisibles
October 2014
Template
The Merrick Foundation - Investment Policy 2014
January 2015
Webinar Recording
Aligning Values with Value: ESG, SRI & Impact Investment Discussion - Webinar Presentation & Recording
January 2021
Resource for members only

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