Should we have an investment policy?

Developing an investment policy statement (IPS) sets the course for managing your foundation’s assets through time. It also reinforces how your investment policy and practices will help to achieve your foundation’s mission and goals. An IPS should be the starting point and bedrock of an institution’s investment strategy. It constitutes a roadmap of how the institution plans to achieve and support its stated mission through its investment strategy.

Access our comprehensive resource Creating a Strategy and Plan for Your Foundation’s Investing: Developing and Using an Investment Policy Statement for step-by-step tasks to help you get started.

In addition, these resources can help you learn more about what’s included in an IPS and how to make sure it is useful. Sample statements are also included.

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