Non-Profit Investment Policy | Practical Law

Non-Profit Investment Policy | Practical Law

An investment policy for a non-profit charitable organization. It addresses the basic requirements for an investment policy under the Uniform Prudent Management of Institutional Funds Act (UPMIFA), the delegation of responsibilities, hiring outside experts, and establishing investment objectives and guidelines. This Standard Document has integrated notes with important explanations and drafting and negotiating tips.

Non-Profit Investment Policy

Practical Law Standard Document w-015-5491 (Approx. 19 pages)

Non-Profit Investment Policy

by Practical Law Corporate & Securities
MaintainedUSA (National/Federal)
An investment policy for a non-profit charitable organization. It addresses the basic requirements for an investment policy under the Uniform Prudent Management of Institutional Funds Act (UPMIFA), the delegation of responsibilities, hiring outside experts, and establishing investment objectives and guidelines. This Standard Document has integrated notes with important explanations and drafting and negotiating tips.