Investment and Spending Policies

A successful family foundation investment strategy depends on both a sound process and well thought-out, written policies. This Content Collection includes resources describing how a foundation’s spending policy and organizational objectives are linked to development of a cohesive and integrated investment strategy, as well as sample policies and other related advice.

Start Here: Developing an Investment and Spending Policy

Frequently Asked Questions

Sample Investment Policies

NCFP Webinars

Sample Investment Committee Job Descriptions and Charters

Sample Spending Policies

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