Important Elements of an Investment Policy Statement, or IPS
view the full blog! https://www.fragassoadvisors.com/impo...
As a non-profit, if your organization has been fortunate enough to partition some of your assets into an endowment or investment account, it is imperative that you establish an Investment Policy Statement (IPS).
Once the IPS is created, it is not a static document. It should be reviewed annually to make sure the elements it contains are still viable to the organization.