Nov '25 • General discussion
Investment Policy (sample)
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...
0
1 comment
Investment Policy (sample)
skool.com/nfp-board-impact-collective-7353
This space is for current nonprofit board members who want to connect with peers facing similar challenges & share strategies and resources that work.
Leaderboard (30-day)
1
+2
2
+2
3
+1
4
+1
Powered by