Reporting and Operations


Note: Articles published before January 1, 2017 may be out of date.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

Size of Organization: 
  • Establish an investment policy.
  • Require that all proceeds from investment activity go directly to a specific bank account of the organization.
  • Update authorized individuals on the accounts to remove individuals as soon as they leave the organization.
  • Investment statements and other investment correspondence are reviewed by an individual separated from the processing of activity reported on the investment statements.
  • Investment accounts are reconciled each month.
  • Review investment arrangements annually with the board officer or committee responsible for investment oversight of the organization.