Free IPS Checklist for Established Nonprofits & Foundations
For organizations stewarding reserves, endowment assets, or other long-term funds, this checklist helps boards and finance committees review investment policy basics with more structure and fewer missed details.
Why This Checklist Matters
Your investment policy is the rulebook for how your organization invests and spends long-term funds.
For established nonprofits and foundations, an unclear or outdated policy can create slow decisions, inconsistent spending conversations, and unnecessary risk around funds that are meant to support the mission for years to come.
This free Investment Policy Statement (IPS) Checklist is designed for organizations that already have meaningful reserves, endowment assets, or other long-term funds under board oversight, and want a more disciplined way to manage them.
fairlight's goal is to bring structure to complex investment decisions so boards and leadership teams can spend less time guessing and more time advancing the work they exist to do.
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
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.
Fairlight advisors helps established nonprofits, foundations, and mission-driven teams manage risk, strengthen investment oversight, and make long-term funds work in support of their mission.
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