Organizational Structure


Note: Articles published before January 1, 2017 may be out of date. We are in the process of updating this content.

Investment policies

Investment policies refer to policies the board has defined and/or approved guiding how the various organizational funds should be invested.

Your investment policy should clarify the following points:

  • investment objectives
  • specific funds affected
  • asset allocation guidelines including diversification
  • spending rules
  • investment restrictions
  • performance measurement
  • reporting requirements


Who’s Minding the Money by Robert Fry