Non-Profit Boards: Exploring Best Practices
April 21, 2014
Do you serve on a non-profit board? Have you ever wondered how to maximize your participation potential?
Sand Hill Global Advisors has had the privilege of serving as an investment advisor to non-profit organizations for over 20 years. We seek to, provide our non-profit clients with best practices dedicated to the long-term mission of the organization, beyond mere stock selection. Non-profits often deal with challenges like membership turnover and other challenges, but the right preparation can help you navigate these concerns.
One way to provide guidance to future organization members is through the use of an Investment Policy Statement (IPS).
The IPS is a governing document and provides guidance for board members. You can use an investment adviser to help establish your IPS, which addresses things like asset allocation and withdrawal needs for your non-profit.
For more on how an IPS can help to perpetuate long-term mission of your non-profit, check out our full article here.
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