Organizational Structure

Investments

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Originally Posted: June 11, 2009
Topics: 
Policies and Procedures

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

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