Get the Free IPS Checklist Your Board Can Use Today
Stop guessing what to include. Use this simple checklist to start drafting or reviewing your investment policy in less time and with fewer missed details.
Why This Checklist Matters
Your investment policy is the rulebook for how your organization invests and spends long-term funds.
If it’s unclear or missing parts, it can lead to confusion, slow decisions, and unnecessary risk.
This free Investment Policy Statement (IPS) Checklist shows you what to include to keep your board and finance committee aligned, protect the fund, and make smarter decisions with confidence.
What You’ll Get:
A clear list of the must-have sections for a strong investment policy
Simple prompts you can copy into your own policy (so you don’t start from scratch)
A board-friendly way to define roles (who does what, and when)
Easy spending policy checkpoints to avoid surprises and support steady funding
A review-and-update guide so the policy stays useful year after year
Fill out the form to get the checklist sent to your inbox.
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