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

Get Involved

Search Knowledge Center for Resources!

We’re here to help you on your philanthropic journey. Contact NCFP for support!

Get Assistance

Keep up with trends in family philanthropy. Subscribe to our newsletter!

Signup

Family philanthropy improves the quality of life for all. Join our family!

Join Now