Investment Policy Best Practices for Nonprofits

James Cho an Asian man wearing a great suit jacket white collared shirt and blue tie next to the words Investment Policy Best Practices for Nonprofits
Nonprofit Leadership Center

A nonprofit investment policy guides staff and board leaders on how to invest and spend your organization’s assets and is the first step in being a good steward of your resources. During this FREE on-demand webinar led by James Cho from Your Part-Time Controller, you will learn:

  • Why and how nonprofits invest

  • Elements to include in an investment policy

  • Key accounting and reporting considerations related to Florida Uniform Prudent Management of Institutions Funds Act (“UPMIFA”) for Florida nonprofits

Designed for nonprofit professionals with finance or accounting responsibilities as well as board members and investment committee members, this session will leave you feeling confident in developing or refining an effective investment policy for your nonprofit.

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