Creating and Evaluating Your Nonprofit’s Investment Program

PROGRAM DESCRIPTION

What are key investment policy decisions facing nonprofits and how do you prudently arrive at these decisions?

• Dollars held in reserve
• Appropriate risk levels and investment vehicles
• Responsibilities and expectations of staff, volunteers, and consultants
• Segmentation between current, short term and long term objectives

How do you verify if your investment program is effective?

• Policies that enable objective evaluations
• Reporting that forces transparency