Does anyone have sample investment policies or resources for creating an investment policy? Our organization has modest reserves (not an endowment) & would like to put in place a policy that will guide how this and future boards manage those funds, balancing returns with safeguards. Things like risk tolerance, asset allocation, monitoring/reporting...

I wrote this blog post last week and would be really curious to get your feedback. I plan to do some follow up posts drilling into some of the issues that challenge us as board members. https://npinterim.substack.com/p/its-time-to-rethink-nonprofits