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Sample Document

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Sample Foundation Investment Policy

This document states the investment policy of the Board of Directors (The “Board”) of the  (the “Foundation”). It applies to the Foundation’s professionally managed invested assets (the “Fund”) and to the spending rate for assets invested in the Fund.

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COVID-19 Resources for PSOs

As COVID-19 continues to spread in the country, it has been on top of mind for many philanthropy-serving organizations as the consider how this can affect operations, programming, member services and more. We collected how PSOs are responding with internal policies and external programs and other member services, along with recommended resources and events.

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