Sample Document
Determining Fiduciary Duty
Determine which of your investment professionals have a fiduciary duty to your foundation. Read More
Resources
Topic: “Investments”
Sample Document
Sample Document
Hiring Investment Professionals
Download sample questions and requests for proposals to use when hiring investment professionals. Read More
Sample Document
Investment Dashboard
Use this dashboard to track your expenses and investment returns. Read More
Sample Document
Investment Policy Statement With Impact Investment Components
Find sample investment policy statements with impact investing components. Read More
Sample Document
Investment Policy Statements
Download a variety of sample investment policy statements. Read More
Increase Foundation Cash Flow, Conservatively
Kelly is a foundation trustee who, during a recent review of the foundation’s investment portfolio, learned that income generated by the portfolio was not enough to fund the foundation’s charitable activities—the required 5% annual distribution. Although the portfolio’s returns were good, cash flow was an issue. Kelly wondered about a conservative way to generate cash... Read More