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Investment Guidance for Land Trusts

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Smart investments can be an important part of a land trust’s financial sustainability. This guide provides links to helpful resources regarding several aspects of investing.

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Explains what is required of individuals who oversee and administer charitable trusts, endowments, and other nonprofit assets.
Associations need a smart investment strategy, and that usually begins with the selection of a financial professional. What works for large companies may not work for smaller associations that need to be careful about reserves. Here are some points to consider when selecting an advisor.
The board of directors of a nonprofit has a fiduciary responsibility to protect the assets of the nonprofit and ensure that the nonprofit's operations and activities use the assets to further the nonprofit’s mission. A prudent way to serve as fiduciaries of a nonprofit's assets may be to invest the…
While not specifically mandated in the federal or state regulations that govern nonprofit organizations, a carefully crafted and well-maintained investment policy statement is one of the best ways to document a prudent investment process.
Whether your organization is thinking about joining this select group of nonprofits, or whether it has only a few thousand dollars to invest, you will still need to consider how best to manage your assets. There is a common core of management issues that should be considered—legal fiduciary duties,…
According to the poll, the majority (76%) of nonprofit portfolios are governed by an investment committee that meets, on average, about four timesper year. Additionally, 41% of participating organizations reported using an investment consultant, and 18% use an investment outsourcing partner. About …
While a careful consideration of risk is at the heart of any investment strategy, nonprofits are required to invest in such a way that does not jeopardize their underlying functions — for example, by leaving them short of capital needed for annual spending on their charitable works, or even by tyi…
If you oversee investments for a non-profit, you must ensure that your organization’s invested money is safe. This is a list of questions to discuss with your current or prospective money manager. It is not designed to find the perfect money manager, but rather to help you and your organization ra…
Sample investment policies for nonprofit organizations.
A nonprofit may create an investment committee to oversee investments. There are underlying principles that should guide the work of all committees. This article suggests practices that investment committees of large and small organizations should consider, identifies what makes an investment comm…
A nonprofit’s board of directors is responsible for ensuring that the organization’s endowed funds are managed in a responsible and prudent manner. This role typically includes working with an investment advisor who can guide board members on investment decisions and help them fulfill their fiducia…

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Nothing contained in this or any other document available at ConservationTools.org is intended to be relied upon as legal advice. The authors disclaim any attorney-client relationship with anyone to whom this document is furnished. Nothing contained in this document is intended to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to any person any transaction or matter addressed in this document.
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