Resources.

2023 Year-End Giving Deadlines

Financial Statements and Annual Reports

Audited Financial Statements

• 2021
• 2020
• 2019
• 2018
• 2017

Investment Returns

• August 2023
• July 2023
• June 2023
• May 2023
• April 2023
• March 2023
• February 2023
• January 2023
• December 2022
• November 2022
• October 2022
• September 2022
• August 2022
• July 2022
• June 2022
• May 2022
• April 2022
• March 2022
• February 2022
• January 2022
• December 2021
• November 2021
• October 2021
• September 2021
• August 2021
• July 2021
• June 2021
• May 2021
• April 2021
• March 2021
• February 2021
• January 2021

Report of Progress & Achievements

• 2022
• 2021
• 2020
• 2019
• 2018
• 2017

Service Resources

Donor Advised Funds

• Donor Advised Fund Overview
• Advisory Fee Schedule

Family Philanthropy

• Center For Family Philanthropy – Service Summary
• Family Giving Circle

Next Gen Donor Institute

• Next Gen Donor Institute Overview 2023
• Next Gen Case Study

Foundations

• Private Foundation Services & Donor Advised Funds Brochure

Scholarship Funds

• How to Apply For Scholarships
• Scholarship Overview
• Corporate Client List

Corporate Giving

• Corporate Giving

Educational Resources

• Advisor Tool Kit
• Advisory Fee Schedule
• Affiliations
• Corporate Client List
• Fund Terms and Conditions
• Gift Instructions
• Giving Comparison Chart
• Greater Houston Community Foundation Brochure
• Greater Houston Community Foundation Fund Type Glossary
• Partners in Philanthropy Overview
• Public List of Funds
• Third-Party Management Documents
• Understanding Your Statement
• Your Partner in Philanthropy