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Policy

Investment Policies for Nonprofits

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 nonprofit’s cash in investment vehicles, such as stocks and bonds, and other financial investments.
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Investment Policy Statements for Nonprofit Organizations

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.
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Sample Nonprofit Investment Policies

Sample investment policies for nonprofit organizations.
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