Download Our Free Investment Policy Statement Template

If your nonprofit is investing, it needs an Investment Policy Statement (IPS). The good news is that it can be straightforward with the right inputs. Use our free Investment Policy Statement template to get started and reduce drafting time.

Why Use Our Nonprofit IPS Template?

If you’re new to nonprofit investing, exploring this template can help to provide you with a preliminary foundation for your own Investment Policy Statement. The nonprofit-focused Registered Investment Advisors (RIAs) at Infinite Giving created our sample Investment Policy. Our advisors specialize in working with nonprofits of all sizes, so we understand the nuances of your organization’s needs. We create investment policies tailored to nonprofit investment portfolios that can be reviewed by your attorneys and informed by your board of directors. This template provides sample language based on our experience.

What's Inside

- Content you can adjust according to your nonprofit’s unique needs, goals, and stipulations
- Disclosures about the role of your investment committee
- Sample investment objectives and spending policies
- Sample portfolio investment policies, including asset allocation, diversification, and rebalancing
- Performance measurement standards
- Sample policies for expenditure considerations and donor restrictions