Sample Investment Policy

As it was pointed out to me by our endowment manager at Huntington Bank, Vanguard has an excellent nonprofit resource center.

Here is the site for their nonprofit resource center - Click here

Here is the site to get a sample of their investment policy - Click here

Both are an excellent starting point for best practices and policy development for endowments.

In addition, the Grand Traverse Regional Community Foundation might be a starting point for establishing an endowment for your agency.  Contact Phil or Steve via their website - Click here