Organizational Structure
Investments
Note: Articles published before January 1, 2017 may be out of date. We are in the process of updating this content.
Originally Posted: June 11, 2009
Topics:
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 https://www.amazon.com/Minding-Money-Investment-Nonprofit-Members/dp/1586861131
"