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Creating Fiscal Policies for Your Nonprofit: Investment Policies and Reserve Funds, by Lorman

Creating Fiscal Policies for Your Nonprofit: Investment Policies and Reserve Funds is brought to you by Lorman

Protect your constituents, stakeholders and yourself by understanding the rules and best practices associated with investment policies and reserves.

Nonprofits of all types and sizes are entrusted by donors, members and other organizational supporters with fiduciary oversight over reserves and endowments for use in achieving their missions. Ensuring the proper policies, management and governance oversight associated with these funds; typically the most significant and liquid asset of any nonprofit, is essential to stakeholders and public confidence as well as legal and regulatory compliance. It is therefore key for nonprofit financial management professionals and those charged with governance over these funds to understand the rules and best practices associated with investment policies and reserves to protect their constituents, stakeholders and themselves.

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