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
Investment Governance Framework
Investing Questionnaire for Family Foundation Boards
Investment Committee Charters
Fiduciary Roles and Responsibilities
Investment Management RFPs
Investment Policy Statements
- Investment Policy Statement Template (JP Morgan, 2021)
- Investment Policy (Wallace Fdn, 2021)
- Investment Policy (RBF, 2020)
- Investment Policy (Sunlight Giving, 2020)
- Investment Policy (McKnight, 2018)
- Investment Policy (Blandin, 2018)
- Investment Policy Statement (Allyn Family Foundation, 2017)
- Investment Objectives and Guidelines (Annenberg Fdn, 2016)
- Investment Policy (Sample, 2016)
- Investment Policy Statement (JRS, 2016)
- Investment Policy Statement (MRBF, 2014)
- Investment Policy (Cedar Tree, 2014)
- Investment Policy (Murdock Fdn, 2014)
- Investment Policy (Wallace Global Fund, 2011)
- Investment Policy Statement (Lumpkin Family Foundation, 2009)
- Investment Policy Statement (Stocker Foundation, 2009)
Impact Investing (including mission investing and socially responsible investing)
- Mission Investing Program Overview (Packard, 2021)
- Socially Responsible and Mission Investing (Hazen Foundation, 2019)
- Mission Related Investing (Swift Foundation, 2017)
- Impact Investments (Cordes Foundation, 2017)
- Mission Related Investing (Park Foundation, 2017)
- Responsible Investments (EFA, 2017)
- ESG Investment Guidelines (Merck Family Fund, 2017)
- ESG Guidelines (Mary Reynolds Babcock Fdn, 2017)
- Investment Policy Statement with Focus on Impact Investing (Rockefeller Bros Fund, 2016)
- Investment Policy Statement with Focus on Impact Investing (McKnight Foundation, 2015)
- Investment Policy Statement SRI (Needmor Fund, 2004)
- Investment Policy with Special Focus on Mission Related Investing (Jessie Smith Noyes Foundation, 2003)
- Investment Policy Statement Focus on SRI (Lydia B. Stokes Foundation, 2001)
- Investment Policy Statement Screening (Jessie Smith Noyes Foundation, 2001)
- Socially Responsible Investment Guidelines (Merck Family Fund, 2001)
Program Related Investing (PRIs)
Shareholder Activity Guidelines
Spending Policies (see also, "Investment Policy" above)
