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Template
The Merrick Foundation - Investment Policy 2014
January 2015
General Resource
Foundation Executive Briefing: Overview of 2013 Investment Performance of Private Foundations
July 2014
Resource for members only
Guide
From Effective to Inspired: Grantmaking Skills for Trustees and Staff
September 2014
Resource for members only
Presentation
2015 Grantor - Grantee Dialogue: Boards for a New Era
January 2015
It CAN Happen Here: Fraud detection, deterrence and protection
October 2014
Presentation
Tax Compliance Issues Private Foundations Need To Know
October 2015
Investment Impact Plus
November 2014
Presentation
Resilience: Creating the All Weather Portfolio - A Presentation
Northern Trust
October 2019
Asset Allocation – Driving Returns and Controlling Risk
October 2015
Research
Grantmaker Salary and Benefit Survey
August 2013
Resource for members only
Private Foundations: What Should be Keeping You Up at Night
November 2014
Guide
Oklahoma Conference on Nonprofit Law & Finance - Resources
March 2015
Presentation
Financial Fraud & Things That Keep You Awake at Night - A Presentation
BKD CPAs & Advisors
October 2019
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
Webinar Recording
Aligning Values with Value: ESG, SRI & Impact Investment Discussion - Webinar Presentation & Recording
January 2021
Resource for members only
2025 Annual Conference
Annual Conference 2025 Breakout Sessions: Finance, Governance, & Law
October 2025
Resource for members only
Research
Commonfund - Council on Foundations 2013 Study of Investment Performance of Private Foundations
July 2014
Resource for members only
Staying the Course: Good Governance in Turbulent Times
July 2014
Presentation
Investing for Foundations 201 - A Presentation
November 2019
Report
Impact Investing Handbook - An Implementation Guide for Practitioners
Rockefeller Philanthropic Advisors
July 2020

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