FREE WEBINAR:

How to Create an Investment Policy Statement that Guides Your Nonprofit's Financial Success

Watch the recording!

How to write an IPS for your nonprofit webinar

Creating an IPS doesn't have to be a headache. 

Join us for a free webinar to master the essentials of creating a powerful Investment Policy Statement (IPS) that ensures effective nonprofit governance and sustainability for your organization.

Our experienced hosts will guide you through how to create a robust IPS that aligns with your organization’s goals and ensures prudent management of funds. 

Don’t miss this opportunity to gain valuable insights and tools to strengthen your nonprofit’s financial strategy!

Here's what you'll learn: 

  • What is an Investment Policy Statement (IPS)?
  • Why is it important for your organization to have an IPS?
  • When does your organization need to create an IPS?
  • Who should be involved with creating an IPS?
  • What are the critical components of a well-defined IPS?
  • How do you ensure compliance with UPMIFA within your IPS?
  • How can you use your IPS to communicate with donors and funders?

Watch the Recording!

About the Hosts

Headshot of Christopher Carey, Portfolio Manager for Nonprofits at Carnegie Investment Counsel.

Christopher Carey

Chris Carey is a Portfolio Manager specializing in custom portfolios for individuals and nonprofit organizations. With a deep understanding of financial markets and the nonprofit sector, he provides strategic guidance to help organizations achieve their financial goals.

Headshot of Megan Lencoski, Nonprofit Development Specialist at Carnegie Investment Counsel.

Megan Lencoski

Megan Lencoski, a Nonprofit Development Specialist with over 10 years in fundraising, has a proven track record of growing nonprofit revenue and impact. Her extensive leadership background provides practical insights to help organizations attract more gifts. 

Headshot of Mindy Mackey, Marketing Manager at Carnegie Investment Counsel.

Mindy Mackey

Mindy Mackey is a Marketing Manager specializing in nonprofit partnerships. With her extensive knowledge of the nonprofit sector, Mindy excels at forging strong relationships that enhance community well-being and drive impactful collaborations.

About the Hosts

Headshot of Christopher Carey, Portfolio Manager for Nonprofits at Carnegie Investment Counsel.

Christopher Carey

Chris Carey is a Portfolio Manager specializing in custom portfolios for individuals and nonprofit organizations. With a deep understanding of financial markets and the nonprofit sector, he provides strategic guidance to help organizations achieve their financial goals.

Headshot of Megan Lencoski, Nonprofit Development Specialist at Carnegie Investment Counsel.

Megan Lencoski

Megan Lencoski, a Nonprofit Development Specialist with over 10 years in fundraising, has a proven track record of growing nonprofit revenue and impact. Her extensive leadership background provides practical insights to help organizations attract more gifts. 

Headshot of Mindy Mackey, Marketing Manager at Carnegie Investment Counsel.

Mindy Mackey

Mindy Mackey is a Marketing Manager specializing in nonprofit partnerships. With her extensive knowledge of the nonprofit sector, Mindy excels at forging strong relationships that enhance community well-being and drive impactful collaborations.

A group of adults sitting around a board table talking and taking notes.

Build an Investment Policy Statement That Serves as Your Guiding Star 

Join us to enhance your nonprofit’s financial strategy and ensure your investment policies support your continued sustainability.

 

 

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