Policy Central: Investing, Impact Investing, and Spending Policies
Family foundation boards and their staff must develop investment and spending policies and practices that meet legal requirements and are consistent with the goals and mission of their philanthropy. The policies and checklists on this page will help any foundation board seeking to oversee and manage it’s investment strategy.
Asset Allocation Decision
Divestment Policies and Strategies
Environmental, Social Governance Guidelines
Fiduciary Roles and Responsibilities
Investment Governance Framework
Investing Questionnaire for Family Foundation Boards
Investment Committee Charters
Investment Management RFPs
Investment Policy Statements
Investment Policies Statements with a Focus on Impact Investing
- Investment Policy Statement with Impact Investing (Frey Foundation, 2023)
- IPS with Focus on Impact Investing (Weissberg, 2023)
- Investment Policy with Focus on Shareholder Engagement (Woodcock Foundation, 2023)
- Mission Aligned Investment Policy (Valentine, 2023)
- Investment Policy Statement (Stokes Foundation, 2023)
- Investment Policy Statement (McKnight Foundation, 2021)
- Ethical Investing Policy Framework (Rockefeller Foundation, 2021)
- Investment Policy Statement (NorthLight Foundation, 2021)
- Investment Policies and Procedures (McConnell Foundation, 2020
- Investment Policy (RBF, 2020)
- Investment Policy (MRBF, 2019)
- Investment Policy with Focus on Impact Investing (FB Heron Foundation, 2017)
Impact Investing Strategies (including mission investing and socially responsible investing)
Program Related Investing (PRIs)
Shareholder Activity Guidelines
Spending Policies (see also, "Investment Policy" above)
Staffing Roles and Responsibilities