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Investment Policy Statement Template

If your nonprofit is investing, you should have an Investment Policy Statement (IPS). The good news is it doesn’t have to be complex, cost money, or be time consuming. Use our free Investment Policy Statement template that has been reviewed by our attorneys to edit and adapt to your organization's preferences.

This is a sample IPS template. For Infinite Giving clients, we can create your own custom Investment Policy Statement that's unique for your nonprofit. Get started here.

Investment Policy Statements:

Protect the nonprofit
Protect the board members
Protect leadership and staff
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