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Book Cover
Author Fry, Robert P.

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

Imprint New York : Wiley, c1998.


Location Call No. Status
 PAS La Pintoresca Branch Nonprofit Resource Center    658.15224 FRY    Available
 PAS La Pintoresca Branch Nonprofit Resource Center    R 658.15224 FRY    Available
Description xiv, 302 p. : ill. ; 24 cm.
Series The NSFRE/Wiley fund development series
NSFRE/Wiley fund development series.
Bibliography Includes bibliographical references (pages 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
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.
Subject Nonprofit organizations -- United States -- Finance -- Management.
Investments -- United States.
Asset-liability management -- United States.
Nonprofit organizations -- Law and legislation -- United States.
ISBN 047117887X (cloth : alk. paper)
9780471178873 (cloth : alk. paper)

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