Author
Kate deLacy
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Members onlyOrganizational StrategyTemplateOver 5 years old
Policy Benchmark Exercise
A worksheet for setting an investment portfolio's asset allocation targets and blended policy benchmarks across equity, fixed income,…
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Members onlyOperationsTemplateOver 5 years old
Reserve Policy Worksheet
A handout from the Study on Nonprofit Investing (SONI) on best practices for developing or reviewing an investment…
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Members onlyOperationsTemplateOver 5 years old
Reserve Policy Worksheet
A one-slide summary of discussion points for developing a reserve policy, prompting associations to consider what reserves are…
