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CC14 Investment of Charitable Funds: Basic Principles
decide on the overall investment policy and objectives for the charity; agree the . Preparing the policy statement cannot be delegated to the investment .
http://www.charitycommission.gov.uk/publications/cc14.aspx

 
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Investment Policy Statement - Wikipedia, the free encyclopedia
An Investment Policy Statement ("IPS") is a document, generally between an . trustees of irrevocable trusts, endowments, foundations and charitable trusts).
http://en.wikipedia.org/wiki/Investment_Policy_Statement

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A Discussion of Investment Management Practices for Charities in ...
policies, including the Investment Policy Statement and the. Conflict of Interest Policy that we describe below. Charities that have not been affected, but would .
http://www.proskauer.com/files/News/e39997cf-215a-435b-9ea6-d4d14f4d7740/Presentation/NewsAttachment/894bee30-61c6-410d-a71c-f1ef931f7b24/17349-Four%20times%20Five%20is%20Fifty%20and%20Four%20Times%20Six%20is%20Eighty-ca-v3.pdf

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RCF Investment Policy - Renaissance Charitable Foundation
Charitable Foundation Inc. Renaissance Charitable Foundation Inc. Investment Policy Statement. Revised July 2008. I. Statement of Purpose. The intent of this .
http://www.rcgf.org/docs/Investment-Policy-Statement.pdf

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Considerations in Drafting Investment Policies in Ontario by
Apr 29, 2010 . issues that can arise when a charity or not-for-profit organization in Ontario . 3 S. Kelly Rodgers, “Developing the Investment Policy Statement” .
http://www.carters.ca/pub/bulletin/charity/2010/chylb207.pdf

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OG86 C2 - POLICY STATEMENTS - Charity Commission
Should the investment manager find the policy statement (or any .
http://www.charitycommission.gov.uk/about_us/ogs/g086c002.aspx

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How to write an effective charity investment policy
Mar 27, 2012 . I have spent the past few months reading charity investment policy statements in my spare time. Not the most scintillating dinner party chat, you .
http://www.thirdsector.co.uk/go/finance_good_practice/article/1123941/how-write-effective-charity-investment-policy/

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Investment Policy - Toronto Community Foundation
Oct 6, 2009 . advising donors on charities, programs and sectors that interest the . This Investment Policy Statement identifies the key factors bearing upon .
http://www.tcf.ca/aboutus/TCF_Investment_Policy.pdf

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Investing: In the Name of Charity - Certified General Accountants ...
Investing. In the Name of Charity. Concern over how to invest a charitable or . This report should include an investment policy statement, which sets out what is .
http://www.cga-canada.org/en-ca/AboutCGACanada/CGAMagazine/2001/Sep-Oct/Pages/ca_2001_09-10_dp_investing.aspx

Investment Policy - Benefaction Charitable Public Foundation
BenefAction Foundation BenefAction is a charitable Public Foundation that . This investment policy statement provides a set of written guidelines for the .
http://benefaction.ca/pdf/Investment_Policy_Statement_v3.pdf

Endowment Management That's Treated Like Investment Management
Charities and endowments, like individual clients and families, often need . We provide ongoing Investment Policy Statement reviews and performance .
http://www.ecabot.com/trusts-endowments/endowment-management.htm

Writing your charity's investment policy - Schroders
Mar 9, 2012 . an illustration of what a charity's investment policy statement might look like. However, the content and exact structure will vary from charity to .
http://www.schroders.com/staticfiles/Schroders/Sites/Charities2011/Writing-Your-Charities-Invesment-Policy-A%20guide.pdf

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Investment Policy Statement - Stark Community Foundation
Investment Policy Statement. For more information contact. Pat Quick Vice President and Chief Financial Officer Stark Community Foundation 400 Market .
http://www.starkcf.org/investpolsta.asp

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Effective 1 December 2011 - Rotary International
investment programs, including the investment policy statements, investment . In addition, TRF maintains a life income program, consisting of charitable trusts, .
http://www.rotary.org/RIdocuments/en_pdf/trf_investment_information_en.pdf

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Investment Strategies for Fiduciaries of Split-Interest Trusts ...
Dec 4, 1998 . Investing the assets within a split-interest charitable trust requires consideration of both . Developing An Investment Policy Statement. Exhibit F .
http://www.pgdc.com/pgdc/investment-strategies-fiduciaries-split-interest-trusts

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The Investment Policy Statement - Commonfund
The investment policy statement sets forth in writing the operating plan of the board . committees of educational institutions, operating charities and nonprofit .
http://www.commonfund.org/InvestorResources/Publications/White%20Papers/Whitepaper_The%20Investment%20Policy%20Statement.pdf

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Implementing your investment policy - UK Charities Directory ...
CaritasData – UK charity, education, housing and company financial information (opens in new . Once the investment policy statement has been finalised.
http://www.charitiesdirect.com/caritas-magazine/implementing-your-investment-policy-454.html

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American Council on Gift Annuities - Gift Annuity Best Practices
Your charity should have a written policy on the minimum age acceptable to you. . starts with the development of a comprehensive investment policy statement.
http://www.acga-web.org/index.php?option=com_content&view=article&id=51&Itemid=197

Investment Policy guidelines - Charities - Schroders - Schroders
The Charity Commission has published updated investment guidance for charities. . may be useful in preparing your own charity's investment policy statement.
http://www.schroders.com/charities/client-education/investment-policy-guidelines

Investment Policy Statement
Click here to download a PDF of the Investment Policy Statement. . and charitable intent of the Foundation, with due respect to the Investment Policy and the .
http://www.austincommunityfoundation.org/?nd=investmentpolicystatement

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Investment Policy Statement - U.S. Naval Academy Alumni Association
The Investment Policy Statement following serves as the cornerstone of the . ACGA's annuity rates, under their assumptions, are set so that the charity .
http://www.usna.com/document.doc?id=32

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Principles of Nonprofit Investment Management - Commonfund
and other types of charities. The Institute's . statement of investment policies, . the objectives into an investment policy statement and use it continually .
http://www.commonfund.org/_catalogs/masterpage/principlesofnonprofitinvestmgmt.pdf

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Guide to Investing Money for Community ... - Our Community
Performance benchmarks. 26. Sample Investment Policy Statements. 27. Small organisation: PQR Inc. 27. Medium organisation: Variety, the Children's Charity .
http://www.ourcommunity.com.au/files/investing_money_guide.pdf

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Our Investment Philosophy – Bill & Melinda Gates Foundation
Our investment philosophy focuses on using grantmaking and advocacy to help . identified by these institutions in their investment policy statements on Sudan.
http://www.gatesfoundation.org/about/Pages/our-investment-philosophy.aspx

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1 5 5 - Investment Policy Statement 2010 - The Community Foundation
INVESTMENT POLICY STATEMENT. For. The Community Foundation. Serving Boulder County. Approved on June 25, 2004. Addendum approved July 22, .
http://www.commfound.org/about/investmentpolicy.php

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AG Sample Investment Policy, New Hampshire State Library
PRESENTED BY THE ATTORNEY GENERAL'S OFFICE, CHARITABLE TRUSTS UNIT. SAMPLE INVESTMENT POLICY STATEMENT AND GUIDELINES FOR .
http://www.nh.gov/nhsl/lds/ag_sample_invest_policy.html

Recommended Best Practices In Managing Foundation Investments
The foundation should adopt an Investment Policy Statement that . Investment Management Practices for Charities in the Wake of Madoff (January 2009).
http://www.cof.org/files/Bamboo/programsandservices/legalinfo/documents/interiminvestmanagetipsresources.pdf

A Full Range of Investments
Traditionally, nonprofit organizations invested charitable funds relatively conservatively. . An investment policy statement (IPS) begins with an explanation of .
http://www.mainecola.org/LinkClick.aspx?fileticket=kLy1UcN-Emg%3D

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Green Tree Community Health Foundation - Investment Policy
GTCHF is a public charity providing grant support to non-profit health and human . Utilize the Investment Policy Statement to provide boundaries, where .
http://www.greentreecommunityhealth.org/invest.htm

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Programme - Charities - Schroders - Schroders
Investment Policy Statement Lunch Series. This series of round table sessions is designed as a follow-up to the Charity Commission guidance on investment .
http://www.schroders.com/charities/client-education/trustee-training/programme

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charitable endowments uniform law | Wealth Planning content from ...
Oct 27, 2010 . Investment policy statement. NYPMIFA Section 552(f) requires each charity to adopt a written investment policy statement setting forth the .
http://wealthmanagement.com/financial-planning/regulating-charitable-endowments

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Estate Planning - Your Money Guides - NYTimes.com
Saving a Nest Egg for a Favorite Charity . The argument for developing an investment policy statement that fits your future financial needs no matter how the .
http://topics.nytimes.com/your-money/planning/estate-planning/index.html

Investment Management | The Erie Community Foundation
Click here for a copy of our investment policy statement. This policy statement is . Endowed funds typically return 5% to charity. Inflation will average about 3%.
http://www.eriecommunityfoundation.org/for-professional-advisors/investment-management/

security - East Bay Community Foundation
techniques using charitable remainder trusts (CRTs) . designing an investment strategy that is in concert . A CRT investment policy statement will provide a .
http://www.ebcf.org/wp-content/uploads/2009/12/giving_5.pdf

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Your Investment Policy Statement
An Investment Policy Statement is a written document which defines every aspect of . Do you balance your finances between spending, saving and charity?
http://www.investmentplan.com/investment-policy-statement/

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Soroptimist Foundation of Canada Policies & Procedures Manual ...
Boards of Directors of Not For Profit Organizations and Registered Charities. . POLICY : The Investment Policy Statement establishes guidelines governing the .
http://www.soroptimistfoundation.ca/governance/SFCProcedures2011.pdf

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Investment Policy Statement Template - Environmental Funds Tool Kit
This Statement of Investment Policy reflects the investment policy, objectives and constraints of the . The responsible officer of the partner U.S. Charitable .
http://toolkit.conservationfinance.org/sites/default/files/documents/investment-management/investment-policy-06-eamcef-tanzania.pdf

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5-17-11 D - Ho-Chunk Nation
promote public health, education, charity, and such other services as may . the Investment Policy Statement governing minor's trust funds was last updated .
http://www.ho-chunknation.com/UserFiles/Resolution%205-17-11%20D%20CTF%20Inv.%20Policy%20Statement.PDF

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NACUBO: Up to Speed on UPMIFA
The issuance of the Financial Accounting Standards Board's Statement No. . Under UMIFA, a charity can only spend amounts above historic dollar value that . and appreciation of the investments, the institution's investment policies, and the .
http://www.nacubo.org/Business_Officer_Magazine/Magazine_Archives/April_2007/Up_to_Speed_on_UPMIFA.html

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Piedmont Community Foundation - About PCF
Increase the strength and capacity of our favorite charities; Support important . We are happy to provide a copy of our Investment Policy Statement on request.
http://www.piedmontcf.org/index.php/about-pcf

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