Sample Investment Policy

This sample investment policy from Montana Nonprofit Association includes policies for operating finds, short-term reserve funds, long-term reserve funds and endowment funds.

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This work is licensed under a Creative Commons Attribution-NonCommercial 3.0 United States License.

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TaggedInvestmentsfinancesprogram directorprogrammontantamnamanagement & technical assistancefinancial managementfinancecommunity improvement & capacity building

Managing in Hard Times

This publication provides best practices and tools for managers of environmental and conservation nonprofits in our challenging economic times. Learn how to track your finances, recognize danger signals, assess your options, and make tough decisions fairly with the best interests of the organization in mind.

http://www.icl.org/resources/publications/managing-hard-times-pdf

Taggedprogramprogram directorenvironmentmanagement & technical assistancemanagementnonprofit managementdecision-makingfinances

Treasures of All-Volunteer Organizations: 8 Key Responsibilities

More than half of the nonprofits in the U.S. are estimated to be all-volunteer organizations. Due to the fact that these organizations have an informal air about them, it is easy for finances to be treated in a casual way. But when money matters are treated casually, it can become too... (continued)

Taggedaccountabilityresponsibilitiesfinancesprogramprivate independent foundationsprivate grantmaking foundationsphilanthropyvolunteerism & grantmaking foundationsGrant Makingfinancial management

CONVERTING THE ENEMY: BUDGETING DURING PLANNING, by Juliana Grenzeback

This essay and 26 others are part of a suite of strategic planning essays for the National Endowment for the Arts' Advancement Program, commissioned and edited by Morrie Warshawski (www.warshawski.com) for a toolkit called LESSONS LEARNED (which was dismantled in 2013).

Taggedbudgetsbudgetingfinancesplanningstrategic planninglong range planningfiscalnonprofitnon profitmanagement

Almost Everything You Need to Know about Nonprofit Accounting

Board members, executives, program managers and even donors should make sure that they know a little bit about nonprofit accounting and financial management.

For general information that almost every nonprofit staff person and board member should know, read BoardsThatExcel's short article... (continued)

Tagged4Goodaccountingfinancial managementfinances

SEVEN CHARACTERISTICS OF FINANCIALLY HEALTHY NONPROFITS, by Susan Stevens

This essay and 26 others are part of a suite of strategic planning essays for the National Endowment for the Arts' Advancement Program, commissioned and edited by Morrie Warshawski (www.warshawski.com) for a toolkit called LESSONS LEARNED (which was dismantled in 2013).

Taggedfinancesbudgetsplanningstrategic planninglong range planningnonprofit\nonprofirnon profitmanagement