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Creating Your Investment Policy Statement
That's because creating an Investment Policy Statement forces you to put your investment strategy in writing and commit to a disciplined investment plan. It's both .
http://news.morningstar.com/classroom2/course.asp?docId=4439&page=1&CN=

Introduction to Managing a Nonprofit - Myrtle Beach Area Chamber ...
This investment policy may be adapted by the nonprofit to outline its . example you could limit the definition of these terms by stating: “An . proxy statements and vote in a manner that is consistent with the goals and interests of Nonprofit.
http://www.myrtlebeachareachamber.com/area/docs/afsnonprofit.pdf

Elements of a clearly defined investment policy statement for ...
nonprofit's program is an investment policy statement (IPS). The purpose of this . (For example, if the nonprofit retains a new investment manager or consultant .
http://www.russell.com/institutional/research_commentary/PDF/Elements_of_a_%20clearly_defined_IPS_for_nonprofits_.pdf

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Recommended Best Practices In Managing Foundation Investments
Vanguard Sample Investment Policy Statement. Examples of Proxy Voting Advisory Services . available from the National Council of Nonprofits Web site .
http://www.cof.org/files/Bamboo/programsandservices/legalinfo/documents/interiminvestmanagetipsresources.pdf

Financial Management | National Council of Nonprofits
The website of the Nonprofits Assistance Fund offers many template financial . write the objectives into an investment policy statement and use it continually as .
http://www.councilofnonprofits.org/resources/financial-management


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  • The Investment Policy Statement - Commonfund
    Sample Investment Policy Statement Templates. This section contains two templates for the Board of Trustees or Investment. Committee of an endowed nonprofit .
    http://www.commonfund.org/InvestorResources/Publications/White%20Papers/Whitepaper_The%20Investment%20Policy%20Statement.pdf

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SAMPLE NONPROFIT INVESTMENT POLICY GUDELINES
NONPROFIT INVESTMENT POLICIES SAMPLE. I. PURPOSE. The purposes of the following investment guidelines, which are to reviewed annually by the board .
http://www.nyscommunityaction.org/OtherContent/FinancialOversightPoliciesAndReporting/9_06_SampleInvestmentPolicies.pdf

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    1. The Nonprofit Operating Reserves Initiative and the Operating ...
      How Nonprofits Build Operating Reserves, May 3, 2011. • There's No . example if the organization's mission involves disaster relief). – The extent to . Cash Investment Policy Statement – Developing, Documenting and Maintaining a Cash .
      http://www.rappahannockunitedway.org/Community/Forms/NORI%20Presentation%202011%20webinar%20final%20with%20uw.pdf


      SAMPLE OF INVESTMENT POLICY STATEMENT - TIAA-Cref
      THIS DRAFT INVESTMENT POLICY STATEMENT IS TO BE USED SOLELY AS A . With our strong nonprofit heritage, we have long subscribed to a differ- .
      http://www1.tiaa-cref.org/ucm/groups/content/@ap_ucm_p_tcp_docs/documents/document/tiaa04028730.pdf

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