Your investment policy is the rulebook for how your organization invests and spends long-term funds.
For established nonprofits and foundations, an unclear or outdated policy can create slow decisions, inconsistent spending conversations, and unnecessary risk around funds that are meant to support the mission for years to come.
This free Investment Policy Statement (IPS) Checklist is designed for organizations that already have meaningful reserves, endowment assets, or other long-term funds under board oversight, and want a more disciplined way to manage them.
Fill out the form below to get the checklist.
