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How to Structure Nonprofit Investment Accounts: Fund Movement Policy Template

Discover how a clear and structured fund movement policy helps nonprofits manage their finances in a way that aligns with their mission and long-term sustainability.

Board & Committee Governance Resources

Access resources, templates, and policies for investment and endowment governance suitable for your board and committee.

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How to Structure Nonprofit Investment Accounts: Fund Movement Policy Template

Discover how a clear and structured fund movement policy helps nonprofits manage their finances in a way that aligns with their mission and long-term sustainability.

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How to Structure Nonprofit Investment Accounts: A Guide to an Effective Fund Movement Policy

Discover how to strengthen your nonprofit’s financial stability with a clear policy for managing funds across cash, reserves, and long-term assets.

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Three Pillars of a Strong Nonprofit Endowment

Uncover the three essential pillars that lay the foundation for a thriving nonprofit endowment: governance, investments, and communication.

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Do You Have An Endowment or Nonprofit Investment Question?

Discover answers to common nonprofit investing questions, including strategies for managing endowments, foundations, and other nonprofit funds.

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A Board Member’s Guide to Investment Governance and Oversight

Understand four key areas board members should focus on to ensure proper governance and oversight of a nonprofit's investment program.

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Investment Committee Best Practices

Learn about the recommended best practices for investment committees, including suggested roles and responsibilities of its members.

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Get the Most From Your Nonprofit Investment Advisor

Discover why partnering with dedicated nonprofit investment advisors is essential for your organization's financial success.

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Nonprofit Investing: A Fiduciary Checklist for Board Members

Download the Fiduciary Checklist to help nonprofit board members fulfill their investment oversight duties.

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How to Create an Investment Committee Charter for Your Nonprofit With Template

Learn how to create an effective Investment Committee Charter and download a free template to help your board get started.

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5 Topics Your Investment Spending Policy Should Cover - Download Sample Investment Spending Policy

An Investment Spending Policy helps ensure your nonprofit organization is on the same page when it comes to your endowment spending. It covers topics including who has discretion over distributions, what the spending rate of the endowment should be, and what is considered a qualified expenditure.

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