ePolicy Sampler – Finance and Investments (Word Doc)

Format: Word
Publication Date: 2013

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Level 201

BoardSource offers Downloadable Policy Samplers in 10 different topic areas to help you create specific policies for your organization. Each Downloadable Policy Sampler covers several subtopics and includes an introduction to the subtopic area, key elements, practical tips, suggested resources, and several dozen sample policies.
The Finance and Investments Sampler includes 38 samples on the following:

  1. Budgeting
  2. Unrelated Business Income
  3. Capital Expenditures
  4. Financial Controls
  5. Investments
  6. Reserves and Endowments
  7. Financial Audits
  8. Loans
  9. IRS Forms 990
  10. Risk Management