Not-for-profit organisations face challenges and opportunities in optimising their operations amid resource constraints and increased demand for community and charitable services. It’s essential that boards and investment committees regularly review investment and governance procedures to manage short-term volatility whilst remaining on track to meet long-term objectives.
Lipman Burgon & Partners, as a trusted advisor and partner to many NFPs, often receives questions on a range of matters related to investment strategy and spending policies. Our paper, Good Governance, Better Investment Outcomes, outlines the most common questions, challenges, and considerations that NFPs should account for when establishing or updating their investment policy statement.
Click here to read Good governance, better investment outcomes