Investment Policy

About this category:

Investment policy documents outline the rules and regulations for an organization's investment activities and provide guidance on how to make decisions and protect assets.

Templates in this category:

Non-Profit Investment Policy

This legal template provides guidelines for non-profit organizations on managing their investments in compliance with the laws and regulations in the United States. It covers the policies and procedures necessary for responsible investing, asset allocation, risk management, and financial stewardship.

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