Investment Policy Statements for Nonprofit Organizations : ConservationTools

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Model Documents
- Model Real Estate Documents (excluding easements)
- Model Conservation Easements
- Model Access Easements
- Model Supporting Documents to Easement Transactions
- Models Specific to Local Government
- Model Policies
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Land Use Ordinances & Development Standards
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- Conservation by Design
  - Conservation by Design Case Studies
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  - Historic Preservation Ordinances
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Land Use Planning & Community Visioning
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Acquisition of Land & Easements
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Financing Conservation & Fundraising in General
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  - Planned Giving
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Defending Conservation
Outdoor Recreation, Parks, & Trails
- Permits
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  - David Sobel's Books
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Stewardship of the Land
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- Invasive Species
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  - Prescribed Fire
    - Conducting Prescribed Fires
- Native Plant Species
  - Floristic Quality Assessments
- Renewable Energy Siting and Design
- Riparian Buffer
- Stewardship of Eased Lands
- Stewardship of Fee-Owned Lands
- Forest Stewardship
- Community Gardens
- Green Burials/Cemeteries
Case for Conservation
- Economic Benefits of Conservation
- Health Benefits of Conservation
  - Nature Therapy for Veterans
- Environmental Benefits of Conservation
  - Environmental Benefits of Biodiversity
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- Economic Impacts of Sprawl and Smart Growth
  - Conducting Cost of Community Service Studies
- Study Summaries
- XXXX
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Introduction to Land Trusts & Their Work
- Pennsylvania Land Trust Census Reports
Taxes
- Property Tax Exemption
- Preferential Assessment (Clean & Green)
- Internal Revenue Service Guidance
- Federal Tax Law
The Law
- Audits
- Case Law Review by Frone Crawford, Jr.
- Eminent Domain and Takings
- Federal Law (non-tax)
- Liability Associated with Recreational Use
- New Jersey Law
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- Public Trust Doctrine
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Landowner Resources
- Government Incentives
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Non-Regulatory Government Options
- General Resources for Government
Climate Change & Conservation
Natural Gas
- June 2008 Conference Presentations
- Natural Gas Guidance
- Natural Gas Leases
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Organizational Operations & Management
- Advocacy and Lobbying
- Bylaws
- Collaboration and Mergers
- Communications
- Diversity, Equity, and Inclusion
- Ethics
- Investing
- Land Trust Standards and Practices
- Nonprofit Leadership
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- Succession Planning
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- New node
Public Policy
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Education & Communication
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Print Versions of ConservationTools.org Guides
Miscellaneous
- Kittatinny Municipal Resources
- Webinar & Meeting Recordings
- Archive of Old Editions
- Miscellaneous miscellaneous
Water Resources
- Green Infrastructure
- Agricultural BMPs
- CREP and Riparian Buffers

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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Investment Policy Statements.pdf
(pdf, 70.0 kb)

http://www.morganstanleyfa.com/public/facilityfiles/mssba...

Topic tags: Investment Policy

Related guides: Investment Guidance for Land Trusts

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Last modified by Nate Lotze