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

Investing Questionnaire for Family Foundation Boards

Fiduciary Roles and Responsibilities

Investment Management RFPs

Investment Policy Statements

Impact Investing (including mission investing and socially responsible investing)

Program Related Investing (PRIs)

Shareholder Activity Guidelines

Spending Policies (see also, "Investment Policy" above)

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Policy Central

NCFP's Policy Central includes sample policies and practices in the areas of governance, grantmaking, family dynamics, engaging the next generation, investments, management, and staffing. New samples are added frequently, and are here when you need them!

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