Creating Fiscal Policies For Your Nonprofit: Investment Policies and Reserve Funds

Webinar: ID# 1014623
Recorded CD
About This Course:
Nonprofits of all types and sizes are entrusted by donors, members and other organizational supporters with fiduciary oversight over reserves and endowments for use in achieving their missions.

Ensuring the proper policies, management and governance oversight associated with these funds; typically the most significant and liquid asset of any nonprofit, is essential to stakeholder and public confidence as well as legal and regulatory compliance.

It is therefore key for nonprofit financial management professionals and those charged with governance over these funds to understand the rules and best practices associated with investment policies and reserves to protect their constituents, stakeholders and themselves.



The Nature of Nonprofit Investments and Reserves
  • GAAP
  • IRS
Roles and Responsibilities
  • Management: Executive, Finance, Development
  • Board, Officers, and Committees
  • Investment Managers and Advisors
Essential Investment and Reserve Policies
  • Purpose
  • BulletOperational Needs/Transfers
  • Spending Policy
  • Reserves Funding Policy
  • Risk Tolerance
  • Term
  • Asset Allocation
  • Acceptable/Prohibited Investments
  • Performance Targets and Benchmarks
  • Roles and Responsibilities
  • Acting With/Without Discretion
  • Report Frequency and Format
Evaluating Performance:
  • Investments
  • Managers
  • Advisors
Common Pitfalls-Samples

  • Further Information
  • Sample Policies and Tools
About The Presenters

John P. Langan, CPA
  • Chief industry officer for the Public Sector group at CliftonLarsonAllen (CLA), the 9th largest public accounting and consulting firm in the U.S.
  • More than 30 years of dedicated experience serving not-for-profit organizations
  • Provided a variety of professional services to nonprofit organizations including audit, tax, outsourcing and consulting
  • In the area of investment and reserve policies, he has worked with more than 25 organizations in ensuring strategic and fiduciary alignment of their policies and practices for the benefit of members, donors and other stakeholders
  • Served and consulted with a who’s who of national not-for-profit organizations including United Way Worldwide, Boys & Girls Clubs, Junior Achievement, American Society of Association Executives, Catholic Charities, American Red Cross and many more
  • Past chair of the Finance & Administration Section and board member of the American Society of Association Executives, served on the board of Greater Washington Society of CPA’s, serves on the board of Clifton Larson Allen, chairs the Audit Committee at Lynn University and serves as Treasurer for the Pentagon Memorial Fund and the Boys & Girls Clubs of Alexandria, Virginia
  • Has spoken and written on many topics related to his areas of expertise
Creating Fiscal Policies For Your Nonprofit: Investment Policies and Reserve Funds
Available on CD format
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