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General Resource
Foundation Executive Briefing: Overview of 2013 Investment Performance of Private Foundations
July 2014
Resource for members only
Research
Women & Wealth: Insights for Grantmakers
July 2015
An Evolution of Perspectives on Portfolio Allocation
October 2014
Webinar Recording
Funding Local Nonprofit Journalism: A High Impact Investment for Thriving Communities - Webinar Presentation & Recording
January 2021
Resource for members only
Vulnerable Children: Hope to the Invisibles
October 2014
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 ... annual budget, it should be possible to repay them without default . Past experience...
April 07, 2020
Webinar Recording
Navigating Changing Market Conditions During COVID-19: How Funders Can Plan Ahead - Teleconference Recording
Westwood Wealth Management
April 2020
Resource for members only
Research
2013 Commonfund Benchmarks Study of Community Foundations Report
July 2014
Resource for members only
The Power of Investing in Nonprofit Capacity
October 2014
Changing the Investment Perspective
November 2014
Webinar Recording
Webinar Recording: 2013 Investment Performance of Grantmaking Foundations
September 2014
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 ... employment opportunities to refugees. Learn more about PSW upcoming programs here . For more on Northern Trust...
December 11, 2018
Research
Program-Related Investments: Will New Regulations Result in Greater and Better Use? (Nonprofit Quarterly)
May 2016
Template
The Merrick Foundation - Investment Policy 2014
January 2015

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