Nonprofit Investment Policy Template

Invest with Purpose. Steward with Care. Build for the Future.

This policy template helps your nonprofit manage its financial resources wisely—balancing today’s needs with tomorrow’s goals. It provides clear, responsible guidance for how to invest funds in a way that honors donor intent, follows legal requirements, and supports long-term sustainability.

What It Covers:

• Short-term and long-term goals – From day-to-day cash flow to endowment growth

• Clear roles and responsibilities – Outlines who oversees investment decisions

• Safe, strategic investing – Sets guidelines to protect assets and encourage thoughtful growth

• Compliance-focused – Ensures alignment with donor restrictions and regulatory standards

Use this policy as a foundation for financial stewardship that’s proactive, transparent, and built to last.

Because every dollar invested with care brings your mission one step closer.