Resource
Reserve & Investment Policies
A collection of sample financial policy guidelines for reserve funds and investments from philanthropy-serving organizations.
A collection of sample financial policy guidelines for reserve funds and investments from philanthropy-serving organizations.
The Forum's listserv policy including general and legal guidelines, rules of etiquette, and how to instructions.
Compilation of a listserv query about where philanthropy-serving organizations are investing their operating reserve funds and if anyone is using program-related investments or impact investing strategies.