Investment Policy Statements are intended to help nonprofits guide their decision making when decisions are hard.  Policies need to be clear, flexible, and bring much needed discipline to the investing process.  We’ll review areas in which many investment policies are falling short and we’ll share best practices from the peer benchmarking Study on Nonprofit Investing to help strengthen your decisions now and going forward.

Learning Objectives: Association leaders will obtain actionable guidance to bring much needed structure, discipline, and flexibility to their decision making process related to the management of the investment reserves.

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