Research Catalog

Title

Nonprofit investment policies : practical steps for growing charitable funds / Robert P. Fry, Jr.

Author

Fry, Robert P.

Publication

New York : Wiley, [1998], ©1998.

Items in the Library & Off-site

Holdings

Details

Description

xiv, 302 pages : illustrations; 25 cm.

Summary

• The first book to discuss the development of investment policies specifically for nonprofit organizations, Nonprofit Investment Policies helps directors, trustees, and development officers at nonprofits create sound, comprehensive policies for their financial advisors.
• Covering every element of investment strategy for nonprofits, the book explains investing legal concerns, the investment environment, the internal organization of an efficient charity, how to get started in investment, how to use investment successes as a fund-raising tool, and much more.

Series Statement

The NSFRE/Wiley fund development series

Uniform Title

NSFRE/Wiley fund development series.

Subjects

• Asset-liability management > United States
• Nonprofit organizations > United States > Finance > Management
• Investments > United States
• Nonprofit organizations > Law and legislation > United States

Bibliography (note)

• Includes bibliographical references (p. 293-298) and index.

Contents

1. The Case for Investment Policies -- 2. The Legal Environment: Law, Tradition, and Investment Practices -- 3. The Investment Environment: Modern Portfolio Theory -- 4. Critical Internal Organizational Components of Investing -- 5. Getting Started -- 6. Hiring Help -- 7. Investment Accounting and Performance Reporting -- 8. Investment Policy as a Fund-Raising Tool -- 9. Special Nonprofit Investment Problems -- 10. Putting It All Together -- B-1. Uniform Management of Institutional Funds Act -- B-2. Uniform Prudent Investor Act (1994) -- C. Sample Gift-Acceptance Policies -- D. Internal Self-Guided Investment Management Assessment Form -- E-1. Sample Monthly Report -- E-2. Sample Quarterly Report -- F-1. Sample Endowment Resolution -- F-2. Sample Endowment Trust Agreement -- G-1. Sample Investment Policies - General -- G-2. Sample Investment Policies for Operating Reserves.

ISBN

047117887X (cloth : alk. paper)

LCCN

97038261

OCLC

ocm37652684

Owning Institutions

Columbia University Libraries