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Changing the Investment Perspective
November 2014
Template
The Merrick Foundation - Investment Policy 2014
January 2015
Research
FEG Community Foundation 2016 Survey Report
September 2016
Public Policy Resource
Spring 2022 Public Policy Roundup
May 2022
Private Foundations: What Should be Keeping You Up at Night
November 2014
Presentation
Where does the money go? Foundation Investment in the Greater Houston Community
July 2014
Template
The Flinn Foundation - Conflict of Interest Policy
December 2014
Resource for members only
Partner Resource
Glossary of Nonprofit Governance
November 2017
Template
Templates for Hiring Independent Contractors
February 2024
Resource for members only
An Evolution of Perspectives on Portfolio Allocation
October 2014
Presentation
Baird Family Wealth Group: Economic Outlook with Brian Beaulieu
May 2017
Resource for members only
Public Policy Resource
August 2021 Public Policy Roundup
August 2021
Giving Study
2016 Giving Study of Private and Community Foundations
October 2016
2018 Annual Conference
2018 Annual Conference Continuing Education for CPA's (CPE) Materials
October 2018
Resource for members only
Webinar Recording
Current Tax Trends for Exempt Organizations - Webinar Recording and Presentation
June 2020
Presentation
Philanthropy Southwest Asset & Giving Trends 2014
November 2014

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