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.
- Please read our Samples Disclaimer Policy statement.
- Please submit your own policy or sample to share through the NCFP Knowledge Center.
- If you represent a foundation that has an updated version of a sample included here, please contact NCFP staff to update it.