If you’re new to nonprofit investing, exploring this template can help to provide you with a preliminary foundation for your own Investment Policy Statement. The nonprofit-focused Registered Investment Advisors (RIAs) at Infinite Giving created our sample Investment Policy. Our advisors specialize in working with nonprofits of all sizes, so we understand the nuances of your organization’s needs. We create investment policies tailored to nonprofit investment portfolios that can be reviewed by your attorneys and informed by your board of directors. This template provides sample language based on our experience.