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Creating Fiscal Policies for Your Nonprofit: Investment Policies and Reserve Funds - Webinar

  • ID: 3841825
  • Webinar
  • 90 Minutes
  • Lorman Business Center, Inc.
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Investment policies that fall in line with the needs, risk tolerance and portfolio management capacity of your organization are critical to its success.

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 stakeholder 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.

Learning Objectives
  • You will be able to describe the nature, purpose and accountabilities associated with nonprofit investments and reserves.
  • You will be able to review accepted industry benchmarks for budgeted reserve amounts and targets.
  • You will be able to discuss the proper role of a nonprofit’s management officers, directors, finance and investment committees in setting and implementing sound investment and reserves policies.
  • You will be able to identify and evaluate appropriate investment management and advisory service providers to assist in building and deploying your investment and reserve policies.
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The Nature of Nonprofit Investments and Reserves

Roles and Responsibilities
- Management: Executive, Finance, Development
- Board, Officers, and Committees
- Investment Managers
- Investment Advisors

Essential Investment and Reserve Policies
- Purpose
- Operational Needs/Transfers
- Spending Policy
- Reserves Funding Policy
- Risk Tolerance
- Term
- Asset Allocation
- Acceptable/Prohibited Investments
- Performance Targets and Benchmarks
- Roles and Responsibilities
- Acting With/Without Discretion
- Report Frequency and Format

Evaluating Performance
- Investments
- Managers
- Advisors

Common Pitfalls-Samples

- Further Information
- Sample Policies and Tools
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Chris Schuch, CFP®, CliftonLarsonAllen
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This webinar is designed for accountants, CPAs, executive directors, officers, controllers, CFOs, board members, treasurers and tax managers.
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Order Online - visit: https://www.researchandmarkets.com/reports/3841825