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Research
USDA Texas State Fact Sheets
May 2018
Public Policy Resource
PSW on the Hill 2026 One-Pager
April 2026
Resource for members only
Webinar Recording
990-PF: A High Level Overview for Private Foundations - Webinar Recording and Presentation
November 2020
67th Annual Conference Sponsor Packet
February 2015
Template
Indirect Cost for Grantmaking Policy Template
February 2025
Resource for members only
An Evolution of Perspectives on Portfolio Allocation
October 2014
2018 Annual Conference
2018 Annual Conference Continuing Education for CPA's (CPE) Materials
October 2018
Resource for members only
General Resource
2017 Audit
October 2018
Resource for members only
Webinar Recording
Current Tax Trends for Exempt Organizations - Webinar Recording and Presentation
June 2020
Public Policy Resource
August 2021 Public Policy Roundup
August 2021
Blog Post
Seven Ways to Support Charitable Giving amid the COVID-19 Crisis
Northern Trust
April 2020
Public Policy Resource
September 2021 Public Policy Roundup
September 2021
Public Policy Resource
Spring 2022 Public Policy Roundup
May 2022
Presentation
Where does the money go? Foundation Investment in the Greater Houston Community
July 2014
Video
Navigating Investment Risk and Grant-Making Volatility
January 2025
Resource for members only
Webinar Recording
Funding Local Nonprofit Journalism: A High Impact Investment for Thriving Communities - Webinar Presentation & Recording
January 2021
Resource for members only
Giving Study
Giving Study - Additional Resources
May 2017
Presentation
Baird Family Wealth Group: Economic Outlook with Brian Beaulieu
May 2017
Resource for members only

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