Developing an Investment Policy Statement for Nonprofits

Nonprofit and foundation boards have a fiduciary duty to monitor investments and take action, when necessary, to protect the financial viability of the organization. Having, abiding by, and regularly evaluating the Investment Policy Statement (IPS) is considered a best practice and is integral to the strategic management of assets. Essentially, an IPS is a roadmap for investing the nonprofit's financial assets in stocks, bonds, ETFs, mutual funds, or other financial investments.

Learn how a nonprofit IPS guides asset allocation, risk management, and fiduciary oversight to support long-term mission goals.