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Insights for Non-Profits » Four Considerations for your Non-Profit Investment Policy

February 24, 2021 | Fundraising

An investment policy is a road map for your non-profit portfolio. It guides your investment program, specifying the risks you’re willing to take and the goals you’re trying to achieve. It should be the first step when an organization funds a portfolio, but it is not a ‘set it and forget it’ …


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