The Merrick Foundation - Investment Policy 2014
Foundation Executive Briefing: Overview of 2013 Investment Performance of Private Foundations
Resource for members only
From Effective to Inspired: Grantmaking Skills for Trustees and Staff
Resource for members only
2015 Grantor - Grantee Dialogue: Boards for a New Era
It CAN Happen Here: Fraud detection, deterrence and protection
Tax Compliance Issues Private Foundations Need To Know
Resilience: Creating the All Weather Portfolio - A Presentation
Asset Allocation – Driving Returns and Controlling Risk
Grantmaker Salary and Benefit Survey
Resource for members only
Private Foundations: What Should be Keeping You Up at Night
Oklahoma Conference on Nonprofit Law & Finance - Resources
Financial Fraud & Things That Keep You Awake at Night - A Presentation
Navigating Changing Market Conditions During COVID-19: How Funders Can Plan Ahead - Teleconference Recording
Westwood Wealth Management
April 2020
Resource for members only
Aligning Values with Value: ESG, SRI & Impact Investment Discussion - Webinar Presentation & Recording
Resource for members only
Staying the Course: Good Governance in Turbulent Times
Commonfund - Council on Foundations 2013 Study of Investment Performance of Private Foundations
Resource for members only
Investing for Foundations 201 - A Presentation
Impact Investing Handbook - An Implementation Guide for Practitioners
Rockefeller Philanthropic Advisors
July 2020
Community and Health Foundations Convening Presentations
Resource for members only
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