Nonprofit Investing Articles

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A Board Member’s Guide: Fiduciary Responsibilities of an Endowment Program

This article aims to guide investment committees in their oversight by providing insight into six critical areas that require regular review: the Committee Charter, Spending Policy, Investment Policy Statement, Investment Fees, Conflict of Interest, and Access to Records.

Crafting an Effective Investment Policy Statement for a Nonprofit Endowment

Discover five essential strategies for developing an Investment Policy Statement (IPS) that guides investment choices and supports staff and board members in meeting their fiduciary duties.

The Road to Nonprofit Investing

In a world emphasizing fiscal responsibility, this guide aids your staff, board members, and investment committees in understanding nonprofit investing principles and fulfilling their fiduciary roles to enhance financial resources for your organization's mission.