Cybersecurity and Fraud Trends: Surveying the Threat Landscape
Resource for members only
Private Foundations: What Should be Keeping You Up at Night
How Alternative Investments Affect Tax-Exempt Organizations
Resource for members only
It CAN Happen Here: Fraud detection, deterrence and protection
Executive Orders and Impact Investing: How to Make Resources Stretch Further in Difficult Times
Resource for members only
Oklahoma Conference on Nonprofit Law & Finance - Resources
The Case for Impact Investing
Align: Your Impact Partner
January 2020
Resource for members only
Tax Compliance Issues Private Foundations Need To Know
Investing for Foundations 101 - A Presentation
From Effective to Inspired: Grantmaking Skills for Trustees and Staff
Resource for members only
Staying the Course: Good Governance in Turbulent Times
Impact Investing Handbook - An Implementation Guide for Practitioners
Rockefeller Philanthropic Advisors
July 2020
Resilience: Creating the All Weather Portfolio - A Presentation
The Merrick Foundation - Investment Policy 2014
Investing for Foundations 201 - A Presentation
Financial Fraud & Things That Keep You Awake at Night - A Presentation
Foundation Board Governance and Compliance: How to Avoid Common Pitfalls - Webinar Recording and Presentation
Asset Allocation – Driving Returns and Controlling Risk
Aligning Values with Value: ESG, SRI & Impact Investment Discussion - Webinar Presentation & Recording
Resource for members only
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