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Research
USDA Texas State Fact Sheets
May 2018
2024 Annual Conference
Reading the Signs - Where to look for issues in a Grantee's 990
October 2024
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
2024 Annual Conference
Succession Planning: Going beyond the CEO Role to Ensure Organizational Continuity
October 2024
Resource for members only
General Resource
2025 Membership Application
January 2023
Template
Indirect Cost for Grantmaking Policy Template
February 2025
Resource for members only
Technology: In and Beyond the Boardroom
July 2014
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
Presentation
Whose Opportunity? Understanding Opportunity Zone Investments
September 2019
Resource for members only
Report
Closing the Gap between Intention and Impact in Funding for Racial Equity
July 2021
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
Blog Post
PSW: Catalyst for Personal Growth & Impact 
March 2021

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