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2024 Annual Conference
Playing to Win: 5 Critical Factors to Best Position Your Foundation for Long Term Success
October 2024
Resource for members only
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
2014 Council on Foundations - Communfund Study of Investment and Endowments for Private and Community Foundations
August 2015
Resource for members only
2022 Annual Conference
AC 2022 Breakout Session: Resilient Investing: Fortified Portfolios, Stronger Organizations
February 2023
The Power of Investing in Nonprofit Capacity
October 2014
Partner Resource
Sustainability? No, It Is about Building Durability!
December 2024
Video
Executive Orders and Impact Investing: How to Make Resources Stretch Further in Difficult Times
June 2025
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
Blog Post
Foundations: Use Your Balance Sheet to Help
... use 1/4 of its current investments as collateral for short- term loans to its grantees, it could guarantee somewhere ... more by coming together in a consortium to negotiate a term loan with a major bank on...
April 07, 2020
Webinar Recording
Aligning Values with Value: ESG, SRI & Impact Investment Discussion - Webinar Presentation & Recording
January 2021
Resource for members only
Investment Impact Plus
November 2014
Changing the Investment Perspective
November 2014
Template
The Merrick Foundation - Investment Policy 2014
January 2015
Research
Commonfund - Council on Foundations 2013 Study of Investment Performance of Private Foundations
July 2014
Resource for members only
PSW News
Impact Investing Event Spotlight
... and projects, and how such strategies create long- term sustainable change. She described how Northern Trust ...
December 11, 2018

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