POLICIES


Policies are important to your endowment or quasi-endowment program running decent and in order.  Please note that this is a collection of samples and should not be used without careful review.  This is not intended to be legal, financial or accounting guidance - but as a guide for your organization to write its own material according to your local needs, requirements and restrictions.  Please consult with your own professional advisors.

Sample Non-Profit Bylaws

Sample Investment Committee Charter

Sample Investment Policy Statement

Sample Endowment Spending Policy

"Fund" or "Foundation" Structural Considerations for Congregational Endowments