Investment Policy Statements have been tested throughout 2020. First, with the near market collapse in March and subsequently followed by the rebound which occurred faster than anyone expected. Policies are intended to help nonprofits guide their decision making when decisions are hard. They need to be clear, flexible, and bring much needed discipline to the investing process. We’ll review areas in which many investment policies are falling short and we’ll share best practices from the peer benchmarking Study on Nonprofit Investing to help strengthen your decisions now and going forward.
Presenter: Dennis Gogarty and Mark Murphy, Raffa Wealth Management
Fields of Study: Specialized Knowledge
Amount of Recommended CPE: 1
Type of Delivery Method: Group-Internet
Learning Objectives: Nonprofit and Association leaders will obtain actionable guidance to create and leverage policies and procedures to bring much needed structure, discipline, and flexibility to their decision making process for managing investment reserves.
Program Level: Basic
Advanced Preparation: NONE