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
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Next Steps