Laying the Foundation for Endowment Growth

For non-profits and foundations new to investing, taking the first steps toward building and managing an endowment can be daunting. Establish robust governance, develop an investment policy statement (IPS), choose the right investment partners, and build internal capacity to steward funds responsibly and allocate assets appropriately in volatile times. Adopt best practices to:

• Understand the roles and responsibilities of board members, finance committees, and staff in overseeing investments.
• Develop a clear, mission-aligned IPS that outlines objectives, risk tolerance, asset allocation, and spending policies.
• Evaluate, select, and manage relationships with investment advisors, managers, and consultants.

Improve your organization’s investment readiness to avoid setbacks and build a sustainable path toward long-term growth.