Discover free nonprofit investing resources, including policies, guides, and templates, to keep your investment or endowment program running strong.
Discover how a clear and structured fund movement policy helps nonprofits manage their finances in a way that aligns with their mission and long-term sustainability.
Creating a clear and structured fund movement policy helps nonprofits manage their finances in a way that aligns with their mission and long-term sustainability. A well-designed policy should define the purpose of each fund, outline decision-making authority, and establish the circumstances under which assets are moved between different accounts. This ensures that resources are used effectively and financial stability is maintained. While this template focuses on core financial buckets—Cash (Operating and Reserves), General Reserves, and Long-Term Assets—it is important to note that nonprofits may have additional buckets such as Designated Funds or Capital Reserves, depending on the organization’s specific needs and financial strategies.
Documentation and Review: Set guidelines for documenting all fund movements and establish a review process to ensure alignment with organizational goals.
Complete the form below, and we’ll send you a Fund Movement Policy Template to help you get started on creating your own.
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