ePolicy Sampler – Finance and Investments

Overview

The Finance and Investments Policy Sampler includes 38 samples on the following:

1. Budgeting
2. Unrelated Business Income
3. Capital Expenditures
4. Financial Controls
5. Investments
6. Reserves and Endowments
7. Financial Audits
8. Loans
9. IRS Forms 990
10. Risk Management

BoardSource offers downloadable policy samplers in 10 different topic areas to help you create specific policies for your organization. Each downloadable policy sampler covers several subtopics and includes an introduction to the subtopic area, key elements, practical tips, suggested resources, and up to several dozen sample policies. To read and download all policies, purchase The Nonprofit Policy Sampler.