---
title: "SONI Investment Policy Best Practices"
id: "60738"
type: "post"
slug: "soni-investment-policy-best-practices"
published_at: "2017-01-18T09:00:00+00:00"
modified_at: "2026-11-04T19:23:19+00:00"
url: "https://associationsnow.com/2017/01/18/soni-investment-policy-best-practices/"
markdown_url: "https://associationsnow.com/2017/01/18/soni-investment-policy-best-practices.md"
excerpt: "A best-practices guide drawn from the Study on Nonprofit Investing (SONI) that walks nonprofits through the steps of developing or reviewing an investment policy, from high-level goals and governance to reporting and oversight."
taxonomy_category:
  - "Governance"
taxonomy_post_tag:
  - "financial oversight"
  - "investment"
  - "nonprofit"
  - "PDF"
  - "The Sample Center"
taxonomy_content_format:
  - "Templates"
taxonomy_role:
  - "Association CEO / Executive Director"
  - "C-Level"
taxonomy_persona:
  - "Executive Leadership"
---

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[Ashley Fassell](https://associationsnow.com/author/ashley-fassell/)

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Tags: [#financial oversight](https://associationsnow.com/tag/financial-oversight/)
 [#investment](https://associationsnow.com/tag/investment/)
 [#nonprofit](https://associationsnow.com/tag/nonprofit/)
 [#PDF](https://associationsnow.com/tag/pdf/)
 [#The Sample Center](https://associationsnow.com/tag/the-sample-center/)

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