Investment Policies

The board of directors of a nonprofit has a fiduciary responsibility to protect the assets of the nonprofit and to use those assets to further the nonprofit’s mission. One way to do so may be to invest the nonprofit’s cash in investment vehicles, such as stocks and bonds, and other financial investments, that can grow the nonprofit’s assets.

Before your nonprofit invests in the stock market, develop a sound approach to investing assets by: defining the nonprofit’s objectives for investing, identifying the nonprofit’s risk tolerance, and adopting an investment policy.

Find guidance and sample policies in the following resources.