Investment Policy Statement for Nonprofits and Private Foundations

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Investment Policy Statement for Nonprofits and Private Foundations

$9.99

Downloadable, editable Microsoft Word document.

The purpose of this five-page Investment Policy Statement is to establish clear guidelines for the investment and management of your Organization’s assets.

This Policy is intended to ensure that your Organization’s assets are prudently managed in accordance with its charitable purposes, the Internal Revenue Code, and applicable state and fiduciary laws.

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Description

This five-page Investment Policy Statement addresses the following:
  1. Objectives
    1. preserve capital
    2. support charitable mission
    3. long-term growth
    4. balance risk and return
  2. Roles and Responsibilities
    1. Board of Directors/Trustees
    2. Investment Committee (if appointed)
    3. Investment Advisors/Managers
    4. Staff (if applicable)
  3. Investment Guidelines
    1. Asset allocation
    2. Permitted investments
    3. Prohibited investments
    4. Spending policy (Private Foundations only)
  4. Monitoring and Reporting
  5. Fiduciary standards
  6. Conflicts of interest

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