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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