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Program Resource
From Behavioral Bias to Rational Investing
October 2019
Resource for members only
Presentation
A Lifecycle Approach to Investing in Organizational Capacity
October 2015
Webinar Recording
How Alternative Investments Affect Tax-Exempt Organizations
September 2024
Resource for members only
Video
Navigating Investment Risk and Grant-Making Volatility
January 2025
Resource for members only
Template
Kirkpatrick Family Fund - Affiliated Fund Investment Objective
December 2014
Resource for members only
Presentation
Whose Opportunity? Understanding Opportunity Zone Investments
September 2019
Resource for members only
Public Policy Resource
PSW Advocates Against Net Investment Income Tax
June 2025
Resource for members only
Guide
Rockefeller Philanthropy Advisors: Introduction to Impact Investing
September 2019
2023 Annual Conference (75th Anniversary)
The Investing Workshop - An Investor's Toolbox for Today's Market
Breakout Session
December 2023
Resource for members only
Video
2019 Annual Conference: Impact Investing 101 - Presentation & Recording
October 2019
Resource for members only
General Resource
Foundation Executive Briefing: Overview of 2013 Investment Performance of Private Foundations
July 2014
Resource for members only
2024 Annual Conference
Innovative Practices in Philanthropy: Investing in Nonprofit Leadership Development to Achieve Greater Impact
October 2024
Resource for members only
Presentation
Where does the money go? Foundation Investment in the Greater Houston Community
July 2014
2022 Annual Conference
AC 2022 Breakout Session: Resilient Investing: Fortified Portfolios, Stronger Organizations
February 2023
2024 Annual Conference
MasterClass Leadership Series: Balancing Growth & Preservation of Capital: Investing in Today’s Markets
October 2024
Resource for members only
Webinar Recording
Investing in Rural Communities During COVID-19 - Webinar Recording and Presentation
July 2020
Resource for members only
Webinar Recording
Making National Impact through Regional Investments - PSW Webinar Presentation & Recording
September 2021
Resource for members only
Video
Executive Orders and Impact Investing: How to Make Resources Stretch Further in Difficult Times
June 2025
Resource for members only
Webinar Recording
Aligning Values with Value: ESG, SRI & Impact Investment Discussion - Webinar Presentation & Recording
January 2021
Resource for members only
Research
Program-Related Investments: Will New Regulations Result in Greater and Better Use? (Nonprofit Quarterly)
May 2016

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